Vishal Kadakia, NBC Universal | Veritas Vision Solution Day
>> From Tavern On The Green, in Central Park, New York, it's theCUBE. Covering Veritas Vision Solution Day. Brought to you by Veritas. >> Hello everybody welcome back to the Tavern On The Green. We're here in the heart of Central Park in New York City you're watching theCUBE the leader in live tech coverage. We go out to the events, we extract the signal from the noise, big events, small events. We're here at the Veritas Solution Days, #VtasVision. Veritas Vision used to be a very large, big tent conference. They've changed the format now and they go out, they're going out to 20 cities this year belly to belly with the customers and we've got one here. Vishal Kadakia who is the data protection manager at NBC Universal. Vishal thanks so much for coming on theCUBE. >> No problem thank you for having me. >> So as I say we love to get the customer perspectives, but let me start with this event. Why, you're a busy person, you're managing a lot of data, why do you take time out to come to event like this? What do you learn? >> You always get to learn new stuff, new products that you don't necessarily get to learn, 'cause you're always just zoned into your day-to-day work that you're doing so you don't always get to see what the new features may be or you miss it. These type of events are generally good to come see that. >> So what's the day in the life like these days for data protection manager and really I'm interested in how it's changed over the last five or six years, as you see things like, the buzzwords, digital transformation, big data, cloud, multi cloud, all the vendor buzzwords, but you actually have to live that. So how has that changed the role of data protection and data protection managers specifically? >> It's definitely a lot more complicated. Before you were just backing up om prem, you had tape, pretty much made it simple. Now you have all these different workloads, you're sending out to clouds, multi tenant as they keep calling it, the hybrid, which is another buzzword. Trying to manage the different workloads is a lot more complex than it was five years ago. You have various cloud vendors, you have various storage vendors, so managing all of that, obviously the data growth from the smaller backups to now, big data which could be terabytes, petabytes, to try to back that up has been a bit of a challenge. >> But that's a challenge for someone like you who's, you know, RPO and RTO is not getting relaxed. >> Right. >> Right. And you know people always talk about getting my weekends back so, but now you have to keep up with all of these other technologies so what is it? Is it a lot of reading, is it just going to sessions like this, having vendors come in, how do you keep up with it all? >> I think it's a big mix of both. It's going out to these events, but also having vendors come to you. Doing your own research, so it's a combination of just constantly keeping up. So, I would say it's a combination of all. >> One of the things that I would be concerned about in your roll is to have just more stove pipes. Are you able to just conceptually, not technical, deep technical anyway, I love tech, but are you to create, let's call it a abstraction layer for your data protection. Is that kind of your vision or where you're headed, so that you don't have to have 10 different formats and methodologies and processes around data protection? >> Yeah, I think that's the goal that I think every company's trying to go to, is consolidate, simplify. Whether that's vendor, whether that's hardware. I think that's really the goal of any organization now. And that's kind of where we're headed also. >> So if it's a baseball game analogy, and you're nine inning game, where are you in terms of that journey? Is it early days, kind of first inning, are you kind of warmin' up in the bullpen, are you sort of well into the game? >> I think we're well into the game. We're probably into the middle innings I would say. >> Okay. So you can see sort of that vision becoming a reality. And what are the priorities then in terms of getting to that point? Is it skill sets, is it technology, is it people? >> I would say it's technology. I would say that consolidation is probably the big word. We're all trying to consolidate while trying back up the large data sets. And I think that's where we are right now. That's where we're starting to get to, and see the plan forming, seeing where our methodologies, our strategies on how we're going to go forward. >> As you move toward the cloud, Vishal, whether or not it's even pushing data to the cloud, a lot of times you just can't. But it seems like that cloud operating model is something that's alluring to folks. Simplifying, agility, self service, are those initiatives that you guys have enacted? >> In terms of that, yeah we're I think in that phase, I think we're in our beginning to form that plan, because once you get to a cloud, you have to really have a good plan. Otherwise, your data is going to be all over the place. You're not going to know where it is, and managing that's just going to become that much harder. So I think in terms of that, we're trying to really come out with a good plan of how you migrate to the cloud. 'Cause once you get to the cloud, there's a whole different set of complexities that you have in managing it. >> Like what? Maybe tick off a few, so we can paint a picture. >> So once you get to the cloud, migrating, so you've formulated your plan how to get to, what cloud to use, what vendor you're using. How do you migrate from your on prem to the cloud is I think one of the big complexities, which I think kind of stumps a lot of people. You know you want to go to the cloud, just don't know how to get there. >> Is that just because the volume of data and you got to move data and it just takes so long? I mean to back up your iPhone takes forever and it fails left and right. >> Yeah, absolutely. >> So okay. It's the amount of data and the time it takes? >> Right, and you also have legacy applications, which may not be cloud ready and how do you deal with that? So you have that hybrid model you still want to keep some stuff om prem but you want to go the cloud. What goes to the cloud, which cloud do you go to? All of that is where I think we're really at and I don't think it's any different than any other organization, so that's kind of where. >> And how about this notion of multi cloud? I mean is that something that is real in your business? >> Yeah, I think it definitely is. I think our end users are trying to take advantage of where to go best? Some places Azure might work best. Some places AWS might work. There's also Google now that's coming up, so I think you have to kind of consider where the workload would be best to go to. >> Is Shadow sort of IT and cloud creep problematic for you and in other words, you know, lines of businesses saying, it's easy, I can swipe a credit card and I'm up and running in minutes. And then, oh I got to protect this data, it's got to be compliant. Has that been a challenge for you, do you feel like you have that under control? >> No, that has definitely been a challenge area. Different groups that have kind of tried to do their own thing and then found out, oh wait, this is way harder than we thought. Let us go back to our central team. But by then it's kind of all over the place, right so that's definitely been interesting. >> Yeah it's hard, because thinking about that you probably might have done it differently. You might have put in processes and procedures in place and now you've got to clean up the mess so to speak. But okay, so I want to get into Veritas, and you're a Veritas customer? >> I am. >> So how does Veritas help you with all these solutions? I mean a lot of the things I've just asked you, I think are part of either their road map or they're making claims that they can currently help solve some of these problems. Can they, what do you do with Veritas, and how legitimate is their ability in terms of being able to solve some of these problems? >> So we've been able to use Veritas to kind of, as a central location, management of everything. One of their tools as such is CloudPoint. So our biggest thing is if you don't have a central management tool like CloudPoint, which can manage your various cloud backups, then you're left with managing each cloud on its own. So as an operations standpoint, that's like a nightmare. So having a tool such as CloudPoint, right, and then that getting integrated back into NetBackup, which now gives us a central location for all my backups, for reporting, for audit purposes, any of that has been great. And I've been using Veritas since 3.1 so I've been a Veritas customer for a long time. I've seen the evolution of when it was 3.1, a lot of it was manually operated, a lot of scripts, where now a lot of it is automated. So that's helped a lot. We're automating VM policies, we're automating SQL backup policies, all of that has been great. >> Where are you today in terms of these. >> I'm sorry? >> Where are you at today in terms of the release? >> We're, I know they just released eight one two, we're on eight one one. >> Okay so close to current. Yeah I've seen some videos on eight one two. It looks like they've really put a lot of time and effort in to refreshing it. It looks like a microservices architecture, they're talking about containers and certainly you know, saying all the right things. From your perspective have you dug into it yet or is it still early? >> It's still early. I did deploy it on a test environment. Haven't fully played around with it but some of the cool concepts obviously are, you're going away from that Java console eventually, getting to that web based, able to access it from anywhere, the manageability, like a central tool to manage all of that. That I think they're finally gearing towards that and. >> And you guys are a VMware shop? >> We are a VMware shop. >> So when we were at VM World last August, this past year, and even the year before. Data protection was one of the hottest topics, you know, on the show floor. Were you there, I don't know if you were there. >> I was not there. >> I mean it was really a lot of buzz there, sort of a lot of new entrance in that space, and would I imagine a lot of people coming after you for your business, because that's a very large install base. So when you look at the vendor landscape, how do you look at it? Where do you position Veritas, relative to some of the other upstarts? Your thoughts on the competitive landscape, why Veritas? >> Well, my point of view has always been, if it's not broke you don't fix it. There may be other that may be doing something better, but at the end of the day if it's not drastically different, it's a lot of work to move away from one product to another. They'll always come to you and say, hey, we do this better, we do this better. But then when you compare it, to me, Veritas is that all encompassing. It doesn't only do virtual, it does physical well also. It doesn't only do big data, it does all the traditional databases as well. They're always constantly evolving and adding new workloads that it can also be compatible with. >> Yeah so, I would imagine it would be a little difficult to go to your CFO and try to justify a huge migration project given the other priorities that you have. Give me some insight there. I mean what kinds of things do you want to focus on, I mean obviously nobody wants to migrate anything, it's like moving a house. >> Yeah. >> You really don't want to do it, I mean sometimes you get a bigger house or a nicer house or a smaller house, but it's, moving is always a pain. So you'd rather put your effort in your shop somewhere else. Where are you putting that effort? What are some of the priorities that you have either personally or professionally? >> I would say in this sense I think it's I don't want to work the weekends, right. So how do we automate? How do we make operations easier for everybody, the engineering, the solution, the operations. I want to make it simple. I think Veritas allows us to do that 'cause they're an open source, they work with many vendors which makes it nice. So you can, such as VMware, it works with vRealize. All those plugins with VMware and you can eventually just automate and make it simple. >> And kind of get rid of a lot of the scripts which tend to be fragile, they take a lot of maintenance, they tend to be error prone, so if you can through a set of APIs automate programmatically move towards sort of infrastructurous code or a DevOps environment. I'm sure you guys do that internally. And what a difference it makes, from the sort of classic waterfall in terms of speed, agility, quality. I presume that you're seeing that in your shop? >> Yeah, we definitely are and something like a flex appliance would allow us to move towards that. It simplifies, gets us to where we are, but also helps us with our goals of simplifying, reducing our footprint, but still being able to be agile enough to go to cloud, to keep a hybrid model. So something like that is I think where we're seeing. >> Well Vishal, we love the customer perspective, Thank you for coming on. We like to hear the truth, Vertias, truth in Latin, of course. And really appreciate your time. >> Thank you very much. >> You're welcome. All right keep it right there everybody. We're here at Vtas Vision, #VtasVision, Veritas Vision Days in New York City, Central Park, Tavern on the Green, beautiful location. My name's Dave Vallante. We'll be right back, right after this short break. (upbeat music)
SUMMARY :
Brought to you by Veritas. We go out to the events, we extract the signal why do you take time out to come to event like this? that you don't necessarily get to learn, but you actually have to live that. Now you have all these different workloads, But that's a challenge for someone like you who's, my weekends back so, but now you have to keep up I think it's a big mix of both. so that you don't have to have 10 different formats I think that's really the goal of any organization now. I think we're well into the game. So you can see sort of that vision becoming a reality. And I think that's where we are right now. a lot of times you just can't. that you have in managing it. Maybe tick off a few, so we can paint a picture. So once you get to the cloud, migrating, Is that just because the volume of data and you got to It's the amount of data and the time it takes? What goes to the cloud, which cloud do you go to? so I think you have to kind of consider and in other words, you know, lines of businesses saying, No, that has definitely been a challenge area. you probably might have done it differently. So how does Veritas help you with all these solutions? So our biggest thing is if you don't have We're, I know they just released eight one two, they're talking about containers and certainly you know, but some of the cool concepts obviously are, you know, on the show floor. and would I imagine a lot of people coming after you They'll always come to you and say, hey, I mean what kinds of things do you want to focus on, What are some of the priorities that you have So you can, such as VMware, it works with vRealize. they tend to be error prone, so if you can through a set So something like that is I think where we're seeing. Thank you for coming on. Tavern on the Green, beautiful location.
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Mario Armstrong, NBC | PTC LiveWorx 2018
>> From Boston, Massachusetts, it's theCUBE, covering LiveWorx 18. Brought to you by PTC. >> Welcome back to Boston, everybody, to the LiveWorx show, hashtag LiveWorx with an "x" at the end. You're watching theCUBE, the leader in live-tech coverage. My name is Dave Vellante, and I'm with my co-host Stu Miniman. Mario Armstrong is here. He's a two-time Emmy winner, contributor to NBC today. He's the creator of the "Never Settle Show". He's an NPR contributor. >> Yep. >> And the host of LiveWorx. >> Yeah! >> Thanks so much coming on theCUBE. >> Yeah, it's a pleasure to see both of you. Good to see you too, Stu. Thanks for having me on the show. >> So yeah, this morning, a lot of action-- >> Yes. >> First of all, I tweeted out, that was like an Olympic opening, I mean-- >> That open was phenomenal. I mean, an LED-lit troop, full LED uniforms on, being acrobatic, what you can't see behind the scenes, by the way, 'cause you think it's kind of like Cirque du Soleil type of thing, with like, tech, but what you don't see are, like, these three other people that are way in the back behind the scenes, going up, scaling up and down like this truss that's like dropping them or raising them. It's just, the performance was phenomenal. >> Yeah, it was really great. And you kicked it off... 6,000 plus people here. >> Yes. >> You said the largest digital transformation conference on the planet, which of course, we were joking. Everybody says their digital-- >> Yeah. (laughs) >> But this really is digital transformation, isn't it? >> It's a lot that's taking place. I mean when you think about manufacturing, smart manufacturing, when you think about how you're trying to accelerate processes and you start looking at where things were like 20 or 30 years ago and how physical things had to be and how you actually had to, like, maybe even work on a thing then leave it, go to another place, report on it, come back to it, tweak it, and so now when you start seeing the merging of AI, VR, and so you're taking the physical and the human, and you're putting these... and the virtual, and you're putting these things together, you're seeing things like what PTC is showing us today. I mean, some of the demonstrations that I saw were absolutely mind blowing in terms of the acceleration of the process that you can actually get things done with how they're merging the different technologies and integrating them together. >> Yes, Stu and I, we're talking earlier, it's hard to get your head around this whole IOT, industrial IOT, there's just so many segments, it's so fragment that, and it's-- >> Yeah. >> It's enormous, it's almost impossible to size, I mean it's trillion dollars, this whole economy of its own. What are your takeaways on just that whole space? >> You know, a lot of what I focus on, too, when I'm doing everything from NBC or NPR and stuff like that is on the consumer impact. So I'm looking at the consumer side but I'm also an entrepreneur, so I'm thinking about what's happening on the business side. And when I see on both ends, you're absolutely right. The field is enormous when you really think about it. Whether you want to look at how we can replace old school manufacturing and how this is going to transfer... That's a whole sector just in it of itself. We haven't even now talked about, you know, AI for children or for (incoherent) or for the health and wellness sector, whole other sector that's looking at IOT and the power of that. I mean, being able to look at.. I was just in one of the other, in the deluxe lounge and I was checking out one of our fun games. It's called Sphero. It's a consumer game, but its a small ball that you control through VR and AR on your phone, but you can actually use the phone to program things in real time to make it respond in real time. So all of these things together, to me, start to paint this large ecosystem because now you have kids that are growing up using devices and using technologies that we're just starting to get our hands on but this is how they're solving problems and thinking about things already. So when this economy and this ecosystem starts to mature, you're going to have a ready-made audience that's already been exposed to 90% of this. >> Well, and Stu I wonder if you could chime into it, it makes me think that these worlds, even though consumer and industrial are so seemingly different, it seems like parts of them, anyway, adjacencies are coming together. >> Absolutely. And there's always going to be that... There's always going to be... Look, when I talk about innovation and whether you look at Dr. Hill, who's speaking here today, Dr. Linda Hill from Harvard and others, when I look at it, she calls it creative abrasion, like the difference between brainstorming and actually utilizing new ideas to create new concepts. I call it hybrid design. Normally, it's taking something that you know exists and then taking two things that don't seem to go together-- that's normally where you find creation. I don't like to say disruption, I like to say creation. >> Yeah, actually there's a good friend of mine that I work with and I worked at EMC, he called it venn diagram innovation. >> Oh, that's it! That's it! >> I take a few things and I put it together and we were talking about the consumer side-- >> Yeah! >> We've looked so many technologies, you get the scale usually from the consumer. When we look at things like flash in all of our devices-- >> That's right. >> Really enabled the enterprise to do things. The VR and AR is something that we've actually got some folks on the team that are heavy gamers that they're the ones that I go to when I want to learn, "Okay, what's the cutting-edge--" >> 'Cause they've already been in it. That's right. >> They're on their Steam, they're doing everything. >> That's right. >> They sort everything out. You leverage a lot of technology in how you really get your message out there. Talk a little about how you think of media these days. >> Oh, it's completely different. I mean, when we're looking at how media is even utilized in these new technologies, you know, our talk show is a talk show that we shoot in Nasdaq Studios, so it's shot in New York City, it's called the "Never Settle Show", it's a weekly one-hour live stream talk show, so we get and appreciate what you have to go through. These guys are pros by the way. (Dave and Stu laugh) Yeah, they're pros 'cause this is not easy to do. >> It's a minor miracle, right? Every time. >> (laughs) It's not easy to do at all. And so a lot of kudos to you and the team behind the scenes that make that happen. >> Thank you. >> With that being said, it's a great time if you have an expertise or if you have content to share especially in a live scenario because now you can start to really utilize other technologies within that. For example, we kind of claim ourselves to be one of the most interactive talk shows out there. What we do in our show is we're using other technologies, bringing them together to create real time conversations. So how that practically plays out is I'll have a guest on the show, we'll be talking, I'll put up a screen of three options and people can vote right then and there while they're watching in stream and you'll see which of what they want me to do next. I'll say something like, "Which thing is most appealing... Which topic do you want us to talk about next?" And they'll actually vote in real time and then the control room in everyone doesn't know what the answer's going to be, but we're all waiting for the answer and then when the popular vote comes out, few seconds later, we scramble and adjust to that. That's real time television, giving viewers what they really want in real time, using different technologies. So that's this hybrid approach. We can be a standard show and just do... talk and have that format, or we could really be looking at things that we could integrate in other technologies that would enhance the viewing experience and make it much more productive. >> Well you're actually affecting the, you call it "creation" as supposed to "disruption" of this new media industry, I mean, you've seen... I saw a stat the other day that cost the New York Times 200 million dollars to run a news desk. (Mario laughs) You're seeing, you know, billionaires buy up, you know, the Boston Globe, the Washington Post-- >> Yes, that's right. >> The industry is transforming in a huge way. You're seeing, you know, Facebook backlash with fake news. What's your senses as to what's going on in the media business? Obviously you're "creating", "disrupting", whatever you like to call it, sure. What do you see is the future of the media business? >> Well, I mean I think it's going to become something where the end reader, the end viewer has more control. Ultimately, that's... the problem with most systems and most structures is when people want to hold the control and not share because whether that's ego, whether they're worried about intellectual property loss, or whether they really think that the market's going to swallow them up.... Now I'm not saying, obviously you give away all your secret sauce, but what I am saying is when you start thinking from that small limiting position, you've already lost the game. And so what I think is going to happen, yes, you have big people buying a lot of media and there's a lot of discussion in politics about whether or not, you know, billionaires buying media are problems and what that's going to mean in terms of the message that's going to be reported to people, that's going to always be an issue, but I think even with that, that's why it's even more empowering that the individuals are taking more control over their own narrative. And that's why I think you've seen social media, Instagram video, Instagram talking about going to sixty minutes in it's video, not just a minute, for publishers, I think the power's now more in the person's hand to really pick and choose and so they vote with their eyeballs, they vote with their engagement, they vote with their interactivity. And so I think no matter what happens on the big end, people are going to be able to create and get the stories that they want to be able to get. >> Well we're big believers of that, Stu, and we're decentralized media and we really believe that there's got to be an incentive system to put the power back in the hands of the users to control their data. >> This is how it works. >> Right? I mean... >> Yeah. And, Mario, so we've talked about the tech and your show "Never Settle" actually won an Emmy for the interactivity nature of it? >> Yeah. It did. >> But talk to the people and passion, how that fits into "Never Settle". >> Yeah, so it's a blending. So what we try to do on our show is blend how you can leverage technology to move forward on your passion. But you can't use technology to move forward on your passion if you don't know what your passion is. So a lot of our discussions really work more around, "how do we get you to think differently"? How do we, you know... our vision for our company is to motivate people across the globe to never settle. How we do that through our mission is that we inspire the humans spirit, we want to teach lessons that matter and we want to uncover new perspectives. What that means, tangibly, is that when you watch our show, you should be having notes. You should be, like... our show is meant for you to want to take notes so that you actually know the process. What people are missing for the most part today is they see how to maybe start something or they see how someone else did and how they succeeded or how they failed, but they don't get the in between, the recipe. And so the more we can be sharing about the process about someone's success or, even better, someone's failure, 'cause that's where you learn more and you get more uncomfortable, makes you more comfortable, it's a blending of those two things of getting your mental position and getting you stronger mentally and building up your resilience so that you can actually go find your purpose, be happier in your life, but then use technology to accelerate. Like, that's the, as Jim put, like, you know, put gasoline and make it fast or make it go quicker. And so I think the blending of the two, again, a hybrid... Even how we approach our content is that. So we'll have everyone from tech luminaries on the show but also we'll just have everyday folks that have really proven success, like these people deserve attention but they're not maybe, quote on quote, big-names. >> And this idea of combinatorial innovation, you certainly heard Jim Heppelmann talking about that today with machines that are powerful and computers that are fast and can do things repetitively and then humans, which are creative. I like that theme. >> You can't do it any other way, I mean, this is why, you know, it's determination and direction. Your team needs to be determined but also have the direction. You need to have what I call the three P's. You need to have your passion in place. Like, what are you ultimately passionate about as a team? As an organization? What are you driving towards? What's your "why"? And then once you have that, then you can start to really push through on the perseverance. You're going to bump your head. You're going to fail fast. A great tech term, I love flipping that tech term because we learn in programming to fail to quick so that we can find the bugs fast and correct our course really quick. So that persistence happens. And then, the hardest part is you got to have some patience. Because then you have to kind of sit back. Let the market also play. Let the universe come around. Sometimes we're ahead. Sometimes we're behind. But we need to have a little bit of that patience to have some reflection to see where we are, so I think, you know, now is really just a great time for a lot of people that are looking to really figure out where they can make their moves... the opportunities that keep creating themselves in IOT are endless. I don't care if you're talking from someone that's a graphic designer all the way up to an engineer or a coder, to marketing and sales, like there's so many different facets of this ecosystem and opportunity now. >> I love that, Mario. Patient, passion, persistence, patience-- >> Yes. >> The three P's kind of start with why, the old-- >> Yeah. Simon Sinek. That's right. >> People don't buy what you do. They buy why you do it. >> That's right. >> Break stuff. >> (laughs) Love that. Break stuff. >> And don't give up. Don't give up. (Mario laughs) >> No, it's, you know... it's because what we're trying to do, if you really wanted to have action, you want to take complex things and you want to pull them together in a hybrid scenario and start to bang upon them. As opposed to the other idea of planning, planning, planning, planning, you actually want to practice, practice, practice, practice. That's what's going to get you there fast. So I just think that with a lot of the technologies it can be overwhelming to people 'cause they start to hear so much so that's why I say it comes back to, "What's your purpose?" If you can stay focused on why you're doing what it is you're doing, you'll know which technologies to pay more attention to. You'll know where your curiosity should veer more into. You'll study the things that you need to really study. And then you'll accelerate faster because you've identified your niche. It's like having a, you know, an Italian restaurant. You're not just, you know... somebody's going to come by and present to you... Some sales rep is going to come by and present to you, like, beer that's not a fit for like Italian restaurant, you know, like, I know that's not for me instantly. As opposed to being pulled in so many directions, which is what the danger of all this technology can do, is it can overwhelm us and pull us into so many directions that we want to go and pursue the hottest new trend or the hot thing. If we come back to our "why", we're always going to be secure. >> That's a great point, I mean there are an infinite opportunities of purposes in this world. >> Yes. >> It's sometimes hard to get a grasp on things and really focus. But you're seeing some of this successful projects really do start with a main spring and a focus and a purpose. >> Yeah. >> And a mission. >> It does. I mean, that's where it all becomes. I mean, it has to start there in order to get other people on board with your dream, whether you're the leader of the organization or the leader of a project. And, you know, I just feel that for many people, they are at an age where they have been in this business for quite some time. They've seen a lot of things evolve. Accepting change and, like Jim had said today, preparing to change is one of the best keys of information that you can take away because we all have the skill, the talent, the ability, it's just a matter or not, are we willing to adjust or are we... do we want to do status quo. >> Awesome. Hey, you're a clear thinker, articulate, you look great. Thanks so much for coming to theCUBE. >> (laughs) Aw man, Dave and Stu, it's been a pleasure. Thank you so much for having me on theCUBE. >> Our pleasure. >> This has been awesome. >> Alright, keep it right there, buddy, we'll be back from LiveWorx with our next guest right after this short break. You're watching theCUBE. We'll be right back.
SUMMARY :
Brought to you by PTC. everybody, to the LiveWorx show, Good to see you too, Stu. but what you don't see are, And you kicked it off... on the planet, which of of the process that you can almost impossible to size, the phone to program things if you could chime into it, something that you know exists that I work with and I worked at EMC, you get the scale usually go to when I want to learn, That's right. They're on their Steam, how you really get your message out there. what you have to go through. It's a minor miracle, And so a lot of kudos to you if you have content to share that cost the New York Times You're seeing, you know, and get the stories that there's got to be an incentive system I mean... for the interactivity nature of it? But talk to the people and passion, so that you can actually and computers that are fast I mean, this is why, you know, I love that, Mario. That's right. People don't buy what you (laughs) Love that. And don't give up. and you want to pull them together I mean there are an It's sometimes hard to that you can take away because you look great. Thank you so much for from LiveWorx with our next guest
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Telecom Trends: The Disruption of Closed Stacks | MWC Barcelona 2023
>> Narrator: theCUBE's live coverage is made possible by funding from Dell Technologies. Creating technologies that drive human progress. (bright upbeat music) >> Good morning everyone. Welcome to theCUBE. We are live at MWC '23 in Barcelona, Spain. I'm Lisa Martin, and I'm going to have a great conversation next with our esteemed CUBE analyst, Dave Nicholson. Dave, great to have you here. Great to be working this event with you. >> Good to be here with you, Lisa. >> So there are, good to be here with you and about 80,000 people. >> Dave: That's right. >> Virtually and and physically. And it's jammed in, and this is the most jammed show I've seen in years. >> Dave: It's crazy. >> So much going on in the telecom industry. What are some of your expectations for what you're going to hear and see at this year's event? >> So, I expect to hear a lot about 5G. Specifically 5G private networks, and the disaggregation of the hardware and software stacks that have driven telecom for decades. So we're at this transition into 5G. From a consumer perspective, we feel like, oh well 5G has been around for years. In terms of where it's actually been deployed, we're just at the beginning stages of that. >> Right, right. Talk about the changing of the stack. You know, the disaggregation. Why now is it too late? And what are the advantages? That it's going to enable telcos to move faster, I imagine? >> Yeah, so it's really analogous to what we see in the general IT industry that we cover so much. The move to cloud, sometimes you're gaining performance. You're always gaining agility and flexibility. A big concern of the legacy telecom providers is going to be maintaining availability, reliability against a backdrop of increasing agility in the direction that they want to go. So that's going to be the conversation. It's going to be the old school folks, who are interested in maintaining primarily availability and performance, excuse me, contrasted with the open source, OpenStack providers, who are going to be saying, hey this is a path to the future. Without that path to the future, things will stagnate. >> Talk about some of those OpenStack providers. I imagine those are some of the folks that we know quite well? >> Sure, sure. Yeah, so someone like Dell, for example. They're perfectly positioned at this sort of crossroads, because Dell has been creating "cloud stacks," that will live sometimes on-premises. And those stacks of infrastructure, based on cots, commercial off-the-shelf components, integrated within an ecosystem can live at the edge, at literally the base of transmitter towers. So when you think about this whole concept of RAN or a radio access network, think of a cellular tower with an antenna and a transmitter. The transmitter might live on that tower, or it might live in pieces at the base of the tower. But there's always at that base of the tower, forget about the acronyms, it's a box of stuff, teleco stuff. All of these things historically have been integrated into single packages. >> Right. >> For good reason. >> Right. >> Think back to a mainframe, where it was utterly, absolutely reliable. We moved, in the general IT space, from the era of the mainframe to the world of client server, through virtualization, containerization. That exact transition is happening in the world of telecom right now. >> Why is it finally happening now? It seems a bit late, given that in our consumer lives, we have this expectation that we could be mobile 24 by seven. >> Right. Well it's because, first of all, we get mad if a call doesn't go through. How often, when you make, when you try to make a cellular call or when you try to send a text, how often does it not work? >> I can count on one hand. >> Right, rarely. >> Right. >> Now, you may be in an area that has spotty coverage. But when you're in an area where you have coverage it just works all of the time. And you expect it to work all of the time. And the miracle of the services that have been delivered to us over the last decade has really kind of blunted the need for next generation stuff. Well, we're at this transition point. And 5G as a technology enables so much more bandwidth. Think of it as, you know, throughput bandwidth latency. It allows the kind of performance characteristics so that things can be delivered that couldn't be delivered in the past. Virtual reality, augmented reality. We're already seeing you know 4K data streams to our phones. So, it's sort of lagged because of our expectations for absolute, rock solid, reliability. >> Yeah. >> The technology is ahead of that area now. And so this question is how do you navigate from utter reliability to awesome openness without sacrificing performance and reliability? >> Well, and also from a stack perspective, from looking at desegregation, and the opportunities there are for the telcos, but also the public cloud providers, are they friends, are they foes? What's the relationship like? >> They're going to be frenemies. >> Lisa: Frenemies? >> Yeah, coopetition is going to be the word of the day again. Yeah because when you think of a cloud, most people automatically think off-premises. >> Lisa: Yes. >> Maybe they even think automatically you know, hyper scale or Azure, GCP, AWS. In this case, it really is a question of cloud as an operating model. Cloud facilitating agility, cloud adopting cloud native architecture from a software perspective, so that you can rapidly deploy net new capabilities into an environment. You can't do that with proprietary closed systems that might use a waterfall development process and take years to develop. You and I have covered the Kubernetes world pretty closely. And what's the big thing that we hear constantly? The hunger, the thirst for human resources, >> Right. >> people who can actually work in this world of containerization. >> Yes, yes. >> Well guess what? In the macroeconomic environment, a lot of folks in the IT space have recently been disrupted. This is a place to look, if you have that skillset. Look at the telecom space, because they need people who are forward thinking in the era of cloud. But this concept of cloud is really, it's going to be, the telcos are both competing and partnering with what we think of as the traditional, hyper scale public cloud providers. >> And what do you think, one of the things that we know at MWC '23 is virtually every industry is represented here. Every vertical is here, whether it's a sports arena, or a retail outlet, or a manufacturer. Every organization, every industry needs to have networks that deliver what they need to do but also enable them to move faster and deliver what the end user wants. What are some of the industries that you think are really ripe for this disruption? And the ability to use private 5G networks, for example? >> Well, so it's interesting, you mentioned private 5G networks. I think a good example of the transition that's underway is this, the move to 4K video. So, you get a high definition television. The first time you see a 720p TV, it's like oh my gosh, amazing. Then we get 1080p, then it's 4K. People get 4K TVs, they bring them home, and there's no content. >> No. >> The first content, was it from your cable provider? No. >> Yeah. >> Was it over the air? ABC, NBC, CBS? No, it was YouTube. YouTube delivered the first reliable 4K content, over the internet. Similarly, everything comes to us now to our mobile devices. So we're not accessing the world around us so much from a desktop or even a laptop. It's mobile. So if you want to communicate with a customer, it's mobile. If you're creating a private 5G network, you now are standing something up that is net new in a greenfield environment. And you can deploy agility and functionality that the large scale telecom providers can't, because of the massive investment they might need. So the irony is, you have a factory that sits on 20 acres and you have folks traveling around, if you create a private 5G network, it might become, it might be more feature rich than what your employees are used to being able to access through their personal mobile devices. >> Wow. >> Yeah, because you're starting net new, you have the luxury of starting greenfield, as opposed to the responsibility and legacy for supporting a massive system that exists already. >> So then, what's in it for the existing incumbent telcos from an advantage opportunity perspective? Because you mentioned frenemies, coopetition. >> Right. >> There's irony there, as you talked about. >> Right, well you could look at it as either opportunity or headache. And it's both. Because they have very, very real SLAs that they need to meet. >> Right. >> Very, very real expectations that have been set in terms of reliability, availability, and performance. So they can't slip off of that. Making that transition is, I think going to be driven by economics, because the idea of having things be open means that there's competition for every part of the stack. There will be a critical role for integration vendors. Folks like Dell, and the ecosystems that they're creating around this will be critical, because often you would prefer to have one back to pat or one throat to choke instead of many. So, you still want to have that centralized entity to go to when something goes wrong. >> Right. >> Or when you want to implement something new. So, for the incumbents, it's a classic example of what you do in the face of disruption. How do you leverage technology? In my role as adjunct faculty at the Wharton CTO Academy, we talk about the CTO mindset. And the idea that your role is to leverage technology, in the service of your organization's mission, whatever that organization and mission is. So from a telecom provider perspective, they need to stay on top of this. >> Yes. >> Or they will be disrupted. >> Right. >> It's fascinating to think of how this disruption's taking place. >> Lisa: They have no choice, if they want to survive. >> No, yeah they have no choice. >> Lisa: In the next few years. >> They have no choice, but they'll come along, kicking and screaming. I'm sure if you had someone sitting here in the industry, they'd say, well, no, no, no, no, no. >> Yeah, of course. >> We love it! It's like, yeah, well but you're going to have to make some painful changes to adopt these things. >> What are some of the opportunities for those folks like Dell that you mentioned, in terms of coming in, being able to disrupt that stack, open things up? Great opportunities for the Dells, and other similar organizations to really start gaining a bigger foothold in the telecom industry, I imagine. >> Well, I look at it through the lens of sort of traditional IT and the transitions that we've been watching for the last couple of decades. It's exactly the same. I mean you, there is a parallel. It is like coming out of the mainframe era to the client server era. So, you know, we went in that transition, it was mainframe operating systems, very, very closed systems to more slightly opened. You know, the worlds of SUN and SGI and HP, and the likes, transitioned to kind of Microsoft based software running with like Dell hardware. >> Yeah. >> And, that stack is now getting deployed into one of the remaining legacy environments which is the telco space. So, the opportunity for Dell is pretty massive because on some fronts they're competing with the move to proper off-premises public cloud. >> Right. >> In this case, they are the future for telecom as opposed to sort of representing legacy, compared to some of the other cloud opportunities that are out there. >> So ultimately, what does a modern telecom network look like? I imagine, cloud native? Distributed? >> Yeah, yeah. So, traditionally, like I said, you've got the tower and the transmitters and the computer hardware that's running it. Those are then networked together. So you can sort of think of it as leaves on a twig, on a branch, on a tree. Eventually it gets into a core network, where there is terrestrial line communication and or communication up to satellites. And that's all been humming along just fine, making the transition from 3G to 4G to 5G. But, the real transition from a cloud perspective is this idea that you're taking these proprietary systems, disaggrevating, disaggrevating them and disaggregating them, carving them up into pieces where now you're introducing virtualization. So there's a VMware play here. Some things are virtualized using that stack. I think more often we're going to be talking about containerized and truly cloud native stacks. So instead of having the proprietary stack, where all the hardware and software is designed together. Now you're going to have Dell servers running some execution layer, orchestration layer, for cloud native, containerized applications and microservices. And that's the way things are going to be developed. >> And who, from a stakeholder perspective is involved here? 'Cause one of the things that I'm hearing is with this disaggregation of the staff, which is a huge change, what you're articulated, that's already happened at enterprise IT, change management is a hard thing to do. If they want to be successful, and well not just survive, they want to thrive. I'm just imagining, who are the stakeholders that are involved in having to push those incumbents to make these decisions, to move faster, to become agile, to compete. >> So, I remember when VMware had the problem that anytime they suggested introducing a hypervisor to to virtualize a physical machine and then run software on top or an operating system on top, and then applications, the big question the customer would have was, well is Microsoft going to support that? What if I can't get support from Microsoft? I dunno if I can do this. Within about a year of those conversations taking place, the question was, can I run this in my production environment? So it was, can I get support in my test environment too? Can I please run this in production? >> Yeah. >> And so, there are folks in the kind of legacy telecom world who are going to be afraid. It's, whatever the dynamic is, there is a no one ever got fired for buying from fill in the blank >> Exactly, yep. >> in the telecom space. >> Yeah, yeah. >> Because they would buy a consolidated, aggregated stack. >> Right. >> And, if something went wrong they could say, boom, blame you. And yeah, that stack doesn't lend itself to the kind of pace of change. >> Right. >> So it doesn't necessarily need the same kind of change management. Or at least it's very, very centralized. >> Okay. Okay. >> We're getting into the brave new world of things where if you let them spin out of control, you can have big problems. And that's where the folks like Dell come in, to make sure that yes, disaggregated, yes best of commercial off-the-shelf stuff, but also the best in terms of performance and reliability and availability. >> Yeah. >> So, that's the execution part, you must execute flawlessly. >> It sounds like from a thematic perspective, the theme of MWC '23 is velocity. But it seems like an underlying theme under that, or maybe an overlying theme is disruption. It's going to be so interesting, we're only on day one. We just started our coverage. Four days of wall to wall coverage on theCUBE. Excited to hear what you're excited about, what you learn over the next few days. We get to host some segments together. >> Yeah. >> But it seems like disruption is the overall theme. And it's going to be so interesting to see how this industry evolves, what the opportunities are, what the coopetition opportunities are. We're going to be learning a lot this week. I'm excited. >> Yeah, and what's fascinating to me about this whole thing is we talk about this, all of this tumultuous, disruptive stuff that's happening. For the average consumer, they're never going to be aware of it. >> Nope. >> Dave: They're just going to see services piled on top of services. >> Which is what we want. >> There are billions of people with mobile devices and the hundreds of billions, I don't know, trillions I guess at some point of connected devices at the edge. >> Lisa: Yes, yes. >> The whole concept of the internet of things. We'll sort of be blissfully unaware of what's happening at the middle. But there's a lot of action there. So we're going to be focusing on that action that's going on. In, you know, in in the middle of it. >> Yeah. >> But there's also some cool consumer stuff out here. >> There is. >> I know I'm going to be checking out the augmented reality and virtual reality stuff. >> Yeah, yeah. Well it's all about that customer experience. We expect things right away, 24/7, wherever we are in the world. And it's enabling that to make that happen. >> Yeah. >> Dave, thank you so much for really sharing what you think you're excited about for the event and some of the trends in telecom. It sounds like it's such an interesting time to be unpacking this. >> It's going to be a great week. >> It is going to be a great week. All right, for Dave Nicholson, I'm Lisa Martin. You're watching theCUBE, the leader in live tech coverage, covering day one of MWC '23. Stick around. We'll be back with our next guest in just a minute. (bright music resumes) (music fades out)
SUMMARY :
that drive human progress. Dave, great to have you here. So there are, good to be here And it's jammed in, and this is the most the telecom industry. and the disaggregation of the Talk about the changing of the stack. So that's going to be the conversation. that we know quite well? that base of the tower, from the era of the mainframe that we could be mobile 24 by seven. when you try to make that couldn't be delivered in the past. is ahead of that area now. to be the word of the day again. You and I have covered the in this world of containerization. in the era of cloud. And the ability to use private is this, the move to 4K video. was it from your cable provider? So the irony is, you have a factory as opposed to the Because you mentioned as you talked about. that they need to meet. because the idea of having things be open And the idea that your role to think of how this if they want to survive. sitting here in the industry, to adopt these things. What are some of the opportunities It is like coming out of the mainframe era So, the opportunity for the future for telecom And that's the way things 'Cause one of the things that I'm hearing the big question the for buying from fill in the blank Because they would buy a to the kind of pace of change. necessarily need the same We're getting into the So, that's the It's going to be so interesting, And it's going to be so interesting to see they're never going to be Dave: They're just going to see and the hundreds of the internet of things. But there's also I know I'm going to be to make that happen. and some of the trends in telecom. It is going to be a great week.
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Manish Singh, Dell Technologies & Doug Wolff, Dell Technologies | MWC Barcelona 2023
>> Announcer: theCUBE's live coverage is made possible by funding from Dell Technologies, creating technologies that drive human progress. (upbeat music) >> Welcome to the Fira in Barcelona, everybody. This is theCUBE's coverage of MWC 23, day one of that coverage. We have four days of wall-to-wall action going on, the place is going crazy. I'm here with Dave Nicholson, Lisa Martin is also in the house. Today's ecosystem day, and we're really excited to have Manish Singh who's the CTO of the Telecom Systems Business unit at Dell Technologies. He's joined by Doug Wolf who's the head of strategy for the Telecom Systems Business unit at Dell. Gents, welcome. What a show. I mean really the first major MWC or used to be Mobile World Congress since you guys have launched your telecom business, you kind of did that sort of in the Covid transition, but really exciting, obviously a huge, huge venue to match the huge market. So Manish, how did you guys get into this? What did you see? What was the overall thinking to get Dell into this business? >> Manish: Yeah, well, I mean just to start with you know, if you look at the telecom ecosystem today, the service providers in particular, they are looking for network transformation, driving more disaggregation into their network so that they can get better utilization of the infrastructure, but then also get more agility, more cloud native characteristics onto their, for their networks in particular. And then further on, it's important for them to really start to accelerate the pace of innovation on the networks itself, to start more supply chain diversity, that's one of the challenges that they've been having. And so there've been all these market forces that have been really getting these service providers to really start to transform the way they have built the infrastructure in the past, which was legacy monolithic architectures to more cloud native disaggregated. And from a Dell perspective, you know, that really gives us the permission to play, to really, given all the expertise on the work we have done in the IT with all the IT transformations to leverage all that expertise and bring that to the service providers and really help them in accelerating their network transformation. So that's where the journey started. We've been obviously ever since then working on expanding the product portfolio on our compute platforms to bring Teleco great compute platforms with more capabilities than we can talk about that. But then working with partners and building the ecosystem to again create this disaggregated and open ecosystem that will be more cloud native and really meet the objective that the service providers are after. >> Dave Vellante: Great, thank you. So, Doug the strategy obviously is to attack this market, as Manish said, from an open standpoint, that's sort of new territory. It's like a little bit like the wild, wild west. So maybe you could double click on what Manish was saying from a, from a strategy standpoint, yes, the Telecos need to be more flexible, they need to be more open, but they also need this reliability piece. So talk about that from a strategy standpoint of what you guys saw. >> Doug: Yeah, absolutely. As Manish mentioned, you know, Dell getting into open systems isn't something new. You know, Dell has been kind of playing in that world for years and years, but the opportunity in Telecom that came was opening of the RAN, the core network, the edge, all of these with 5G really created a wide opening for us. So we started developing products and solutions, you know, built our first Telecom grade servers for open RAN over the last year, we'll talk about those at the show. But you know, as, as Manish mentioned, an open ecosystem is new to Telecom. I've been in the Telecom business along with Manish for, you know, 25 plus years and this is a new thing that they're embarking on. So started with virtualization about five, six years ago, and now moving to cloud native architectures on the core, suddenly there's this need to have multiple parties partner really well, share specifications, and put that together for an operator to consume. And I think that's just the start of really where all the challenges are and the opportunities that we see. >> Where are we in this transition cycle? When the average consumer hears 5G, feels like it's been around for a long time because it was hyped beforehand. >> Doug: Yeah. >> If you're talking about moving to an open infrastructure model from a proprietary closed model, when is the opportunity for Dell to become part of that? Is it, are there specific sites that have already transitioned to 5G, therefore they've either made the decision to be open or not? Or are there places where the 5G transition has taken place, and they might then make a transition to open brand with 5G? Where, where are we in that cycle? What does the opportunity look like? >> I'll kind of take it from the typology of the operator, and I'm sure Manish will build on this, but if I look back on the core, started to get virtualized you know, back around 2015-16 with some of the lead operators like AT&T et cetera. So Dell has been partnering with those operators for some years. So it really, it's happening on the core, but it's moving with 5G to more of a cloud-like architecture, number one. And number two, they're going beyond just virtualizing the network. You know, they previously had used OpenStack and most of them are migrating to more of a cloud native architecture that Manish mentioned. And that is a bit different in terms of there's more software vendors in that ecosystem because the software is disaggregated also. So Dell's been playing in the core for a number of years, but we brought out new solutions we've announced at the show for the core. And the parts that are really starting that transition of maybe where the core was back in 2015 is on the RAN and on the edge in particular. >> Because NFV kind of predated the ascendancy of cloud. >> Exactly, yeah. >> Right, so it really didn't have the impact that people had hoped. And there's some, when you look back, 'cause it's not same wine, new bottle as the open systems movement, there are a lot of similarities but you know, you mentioned cloud, and cloud native, you really didn't have, back in the nineties, true engineered systems. You didn't really have AI that, you know, to speak of at the sort of volume of the data that we have. So Manish, from a CTO's perspective, how are you attacking some of those differences in bringing that to market? >> Manish: Yeah, I mean, I think you touched on some very important points there. So first of all, the duck's point, a lot of this transformation started in the core, right? And as the technology evolution progress, the opportunities opened up. It has now come into the edge and the radio access network as well, in particular with open RAN. And so when we talk about the disaggregation of the infrastructure from the software itself and an open ecosystem, this now starts to create the opportunity to accelerate innovation. And I really want to pick up on the point that you'd said on AI, for example. AI and machine learning bring a whole new set of capabilities and opportunities for these service providers to drive better optimization, better performance, better sustainability and energy efficiency on their infrastructure, on and on and on. But to really tap into these technologies, they really need to open that up to third parties implementation solutions that are coming up. And again, the end objective remains to accelerate that innovation. Now that said, all these things need to be brought together, right? And delivered and deployed in the network without any degradation in the KPIs and actually improving the performance on different vectors, right? So this is what the current state of play is. And with this aggregation I'm definitely a believer that all these new technologies, including AI, machine learning, and there's a whole area, host area of problems that can be solved and attacked and are actually getting attacked by applying AI and machine learning onto these networks. >> Open obviously is good. Nobody's ever going to, you know, argue that open is a bad thing. It's like democracy is a good thing, right? At least amongst us. And so, but, the RAN, the open RAN, has to be as reliable and performant, right, as these, closed networks. Or maybe not, maybe it doesn't have to be identical. Just has to be close enough in order for that tipping point to occur. Is that a fair summarization? What are you guys hearing from carriers in terms of their willingness to sort of put their toe in the water and, and what could we expect in terms of the maturity model of, of open RAN and adoption? >> Right, so I mean I think on, on performance that, that's a tough one. I think the operators will demand performance and you've seen experiments, you've really seen more of the Greenfield operators kind of launch. >> Okay. >> Doug: Open RAN or vRAN type solutions. >> So they're going to disrupt. >> Doug: Yeah, they're going to disrupt. >> Yeah. >> Doug: And there's flexibility in an open RAN architecture also for 5G that they, that they're interested in and I think the Brownfield operators are too, but let's say maybe the Greenfield jump first in terms of doing that from a mass deployment perspective. But I still think that it's going to be critical to meet very similar SLAs and end user performance. And, you know, I think that's where, you know, maturity of that model is what's required. I think Brownfield operators are conservative in terms of, you know, going with something they know, but the opportunities and the benefits of that architecture and building new flexible, potentially cost advantaged over time solutions, that's what the, where the real interest is going forward. >> And new services that you can introduce much more quickly. You know, the interesting thing about Dell to me, you don't compete with the carriers, the public cloud vendors though, the carriers are concerned about them sort of doing an end run on them. So you provide a potential partnership for the carriers that's non-threatening, right? 'Cause you're, you're an arms dealer, you're selling hardware and software, right? But, but how do you see that? Because we heard in the keynote today, one of the Teleco, I think it was the chairman of Telefonica said, you know, cloud guys can't do this alone. You know, they need, you know, this massive, you know, build out. And so, what do you think about that in terms of your relationship with the carriers not being threatening? I mean versus say potentially the cloud guys, who are also your partners, I understand, it's a really interesting dynamic, isn't it? >> Manish: Yeah, I mean I think, you know, I mean, the way I look at it, the carriers actually need someone like Dell who really come in who can bring in the right capabilities, the right infrastructure, but also bring in the ecosystem together and deliver a performance solution that they can deploy and that they can trust, number one. Number two, to your point on cloud, I mean, from a Dell perspective, you know, we announced our Dell Telecom Multicloud Foundation and as part of that last year in September, we announced what we call is the Dell Telecom Infrastructure Blocks. The first one we announced with Wind River, and this is, think of it as the, you know, hardware and the cashier all pre-integrated with lot of automation around it, factory integrated, you know, delivered to customers in an integrated model with all the licenses, everything. And so it starts to solve the day zero, day one, day two integration deployment and then lifecycle management for them. So to broaden the discussion, our view is it's a multicloud world, the future is multicloud where you can have different clouds which can be optimized for different workloads. So for example, while our work with Wind River initially was very focused on virtualization of the radio access network, we just announced our infrastructure block with Red Hat, which is very much targeted and optimized for core network and edge, right? So, you know, there are different workflows which will require different capabilities also. And so, you know, again, we are bringing those things to these service providers to again, bring those cloud characteristics and cloud native architecture for their network. >> And It's going to be hybrid, to your point. >> David N.: And you, just hit on something, you said cloud characteristics. >> Yeah. >> If you look at this through the lens of kind of the general world of IT, sometimes when people hear the word cloud, they immediately leap to the idea that it's a hyperscale cloud provider. In this scenario we're talking about radio towers that have intelligence living on them and physically at the base. And so the cloud characteristics that you're delivering might be living physically in these remote locations all over the place, is that correct? >> Yeah, I mean that, that's true. That will definitely happen over time. But I think, I think we've seen the hyperscalers enter, you know, public cloud providers, enter at the edge and they're dabbling maybe with private, but I think the public RAN is another further challenge. I think that maybe a little bit down the road for them. So I think that is a different characteristic that you're talking about managing the macro RAN environment. >> Manish: If I may just add one more perspective of this cloud, and I mean, again, the hyperscale cloud, right? I mean that world's been great when you can centralize a lot of compute capability and you can then start to, you know, do workload aggregation and use the infrastructure more efficient. When it comes to Telecom, it is inherently it distributed architecture where you have access, you talked about radio access, your port, and it is inherently distributed because it has to provide the coverage and capacity. And so, you know, it does require different kind of capabilities when you're going out and about, and this is where I was talking about things like, you know, we just talked, we just have been working on our bare metal orchestration, right? This is what we are bringing is a capability where you can actually have distributed infrastructure, you can deploy, you can actually manage, do lifecycle management, in a distributed multicloud form. So it does require, you know, different set of capabilities that need to be enabled. >> Some, when talking about cloud, would argue that it's always been information technology, it always will be information technology, and especially as what we might refer to as public cloud or hyperscale cloud providers, are delivering things essentially on premises. It's like, well, is that cloud? Because it feels like some of those players are going to be delivering physical infrastructure outside of their own data centers in order to address this. It seems the nature, the nature of the beast is that some of these things need to be distributed. So it seems perfectly situated for Dell. That's why you guys are both at Dell now and not working for other Telecom places, right? >> Exactly. Exactly, yes. >> It's definitely an exciting space. It's transformed, the networks are under transformation and I do think that Dell's very well positioned to, to really help the customers, the service providers in accelerating their transformation journey with an open ecosystem. >> Dave V.: You've got the brand, and the breadth, and the resources to actually attract an ecosystem. But I wonder if you could sort of take us through your strategy of ecosystem, the challenges that you've seen in developing that ecosystem and what the vision is that ultimately, what's the outcome going to be of that open ecosystem? >> Yeah, I can start. So maybe just to give you the big picture, right? I mean the big picture, is disaggregation with performance, right, TCO models to the service providers, right? And it starts at the infrastructure layer, builds on bringing these cloud capabilities, the cast layer, right? Bringing the right accelerators. All of this requires to pull the ecosystem. So give you an example on the infrastructure in a Teleco grade servers like XR8000 with Sapphire, the new intel processors that we've just announced, and an extended array of servers. These are Teleco grade, short depth, et cetera. You know, the Teleco great characteristic. Working with the partners like Marvel for bringing in the accelerators in there, that's important to again, drive the performance and optimize for the TCO. Working then with partners like Wind River, Red Hat, et cetera, to bring in the cast capabilities so you can start to see how this ecosystem starts to build up. And then very recently we announced our private 5G solution with AirSpan and Expeto on the core site. So bringing those workloads together. Similarly, we have an open RAN solution we announce with Fujitsu. So it's, it's open, it's disaggregated, but bringing all these together. And one of the last things I would say is, you know, to make all this happen and make all of these, we've also been putting together our OTEL, our open Telecom ecosystem lab, which is very much geared, really gives this open ecosystem a playground where they can come in and do all that heavy lifting, which is anyways required, to do the integration, optimization, and board. So put all these capabilities in place, but the end goal, the end vision again, is that cloud native disaggregated infrastructure that starts to innovate at the speed of software and scales at the speed of cloud. >> And this is different than the nineties. You didn't have something like OTEL back then, you know, you didn't have the developer ecosystem that you have today because on top of everything that you just said, Manish, are new workloads and new applications that are going to be developed. Doug, anything you'd add to what Manish said? >> Doug: Yeah, I mean, as Manish said, I think adding to the infrastructure layers, which are, you know, critical for us to, to help integrate, right? Because we kind of took a vertical Teleco stack and we've disaggregated it, and it's gotten a little bit more complex. So our Solutions Dell Technology infrastructure block, and our lab infrastructure with OTEL, helps put those pieces together. But without the software players in this, you know, that's what we really do, I think in OTEL. And that's just starting to grow. So integrating with those software providers with that integration is something that the operators need. So we fill a gap there in terms of either providing engineered solutions so they can readily build on or actually bringing in that software provider. And I think that's what you're going to see more from us going forward is just extending that ecosystem even further. More software players effectively. >> In thinking about O-RAN, are they, is it possible to have the low latency, the high performance, the reliability capabilities that carriers are used to and the flexibility? Or can you sort of prioritize one over the other from a go to market and rollout standpoint and optimize one, maybe get a foothold in the market? How do you see that balance? >> Manish: Oh the answer is absolutely yes you can have both We are on that journey, we are on that journey. This is where all these things I was talking about in terms of the right kind of accelerators, right kind of capabilities on the infrastructure, obviously retargeting the software, there are certain changes, et cetera that need to be done on the software itself to make it more cloud native. And then building all the surrounding capabilities around the CICD pipeline and all where it's not just day zero or day one that you're doing the cloud-like lifecycle management of this infrastructure. But the answer to your point, yes, absolutely. It's possible, the technology is there, and the ecosystem is coming together, and that's the direction. Now, are there challenges? Absolutely there are challenges, but directionally that's the direction the industry is moving to. >> Dave V.: I guess my question, Manish, is do they have to go in lockstep? Because I would argue that the public cloud when it first came out wasn't nearly as functional as what I could get from my own data center in terms of recovery, you know, backup and recovery is a perfect example and it took, you know, a decade plus to get there. But it was the flexibility, and the openness, and the developer affinity, the programmability, that attracted people. Do you see O-RAN following a similar path? Or does it, my question is does it have to have that carrier class reliability today? >> David N.: Everything on day one, does it have to have everything on day one? >> Yeah, I mean, I would say, you know, like again, the Greenfield operators I think we're, we're willing do a little bit more experimentation. I think the operators, Brownfield operators that have existing, you know, deployments, they're going to want to be closer. But I think there's room for innovation here. And clearly, you know, Manish came from, from Meta and we're, we've been very involved with TIP, we're very involved with the O-RAN alliance, and as Manish mentioned, with all those accelerators that we're working with on our infrastructure, that is a space that we're trying to help move the ball forward. So I think you're seeing deployments from mainstream operators, but it's maybe not in, you know, downtown New York deployment, they're more rural deployments. I think that's getting at, you know, kind of your question is there's maybe a little bit more flexibility there, they get to experiment with the technology and the flexibility and then I think it will start to evolve >> Dave V.: And that's where the disruption's going to come from, I think. >> David N.: Well, where was the first place you could get reliable 4K streaming of video content? It wasn't ABC, CBS, NBC. It was YouTube. >> Right. >> So is it possible that when you say Greenfield, are a lot of those going to be what we refer to as private 5G networks where someone may set up a private 5G network that has more functions and capabilities than the public network? >> That's exactly where I was going is that, you know, that that's why you're seeing us getting very active in 5G solutions that Manish mentioned with, you know, Expeto and AirSpan. There's more of those that we haven't publicly announced. So I think you'll be seeing more announcements from us, but that is really, you know, a new opportunity. And there's spectrum there also, right? I mean, there's public and private spectrum. We plan to work directly with the operators and do it in their spectrum when needed. But we also have solutions that will do it, you know, on non-public spectrum. >> So let's close out, oh go ahead. You you have something to add there? >> I'm just going to add one more point to Doug's point, right? Is if you look on the private 5G and the end customer, it's the enterprise, right? And they're, they're not a service provider. They're not a carrier. They're more used to deploying, you know, enterprise infrastructure, maintaining, managing that. So, you know, private 5G, especially with this open ecosystem and with all the open run capabilities, it naturally tends to, you know, blend itself very well to meet those requirements that the enterprise would have. >> And people should not think of private 5G as a sort of a replacement for wifi, right? It's to to deal with those, you know, intense situations that can afford the additional cost, but absolutely require the reliability and the performance and, you know, never go down type of scenario. Is that right? >> Doug: And low latencies usually, the primary characteristics, you know, for things like Industry 4.0 manufacturing requirements, those are tough SLAs. They're just, they're different than the operator SLAs for coverage and, you know, cell performance. They're now, you know, Five9 type characteristics, but on a manufacturing floor. >> That's why we don't use wifi on theCUBE to broadcast, we need a hard line. >> Yeah, but why wouldn't it replace wifi over time? I mean, you know, I still have a home phone number that's hardwired to align, but it goes to a voicemail. We don't even have handset anymore for it, yeah. >> I think, well, unless the cost can come down, but I think that wifi is flexible, it's cheap. It's, it's kind of perfect for that. >> Manish: And it's good technology. >> Dave V.: And it works great. >> David N.: For now, for now. >> Dave V.: But you wouldn't want it in those situations, and you're arguing that maybe. >> I'm saying eventually, what, put a sim in a device, I don't know, you know, but why not? >> Yeah, I mean, you know, and Dell offers, you know, from our laptop, you know, our client side, we do offer wifi, we do offer 4G and 5G solutions. And I think those, you know, it's a volume and scale issue, I think for the cost structure you're talking about. >> Manish: Come to our booth and see the connected laptop. >> Dave V.: Well let's, let's close on that. Why don't you guys talk a little bit about what you're going on at the show, I did go by the booth, you got a whole big lineup of servers. You got some, you know, cool devices going on. So give us the rundown and you know, let's end with the takeaways here. >> The simple rundown, a broad range of new powered servers, broad range addressing core, edge, RAN, optimized for those with all the different kind of acceleration capabilities. You can see that, you can see infrastructure blocks. These are with Wind River, with Red Hat. You can see OTEL, the open telecom ecosystem lab where all that playground, the integration, the real work, the real sausage makings happening. And then you will see some interesting solutions in terms of co-creation that we are doing, right? So you, you will see all of that and not to forget the connected laptops. >> Dave V.: Yeah, yeah, cool. >> Doug: Yeah and, we mentioned it before, but just to add on, I think, you know, for private 5G, you know, we've announced a few offers here at the show with partners. So with Expeto and AirSpan in particular, and I think, you know, I just want to emphasize the partnerships that we're doing. You know, we're doing some, you know, fundamental integration on infrastructure, bare metal and different options for the operators to get engineered systems. But building on that ecosystem is really, the move to cloud native is where Dell is trying to get in front of. And we're offering solutions and a much larger ecosystem to go after it. >> Dave V.: Great. Manish and Doug, thanks for coming on the program. It was great to have you, awesome discussion. >> Thank you for having us. >> Thanks for having us. >> All right, Dave Vellante for Dave Nicholson and Lisa Martin. We're seeing the disaggregation of the Teleco network into open ecosystems with integration from companies like Dell and others. Keep it right there for theCUBE's coverage of MWC 23. We'll be right back. (upbeat tech music)
SUMMARY :
that drive human progress. I mean really the first just to start with you know, of what you guys saw. for open RAN over the last year, When the average consumer hears 5G, and on the edge in particular. the ascendancy of cloud. in bringing that to market? So first of all, the duck's point, And so, but, the RAN, the open RAN, the Greenfield operators but the opportunities and the And new services that you and this is, think of it as the, you know, And It's going to be you said cloud characteristics. and physically at the base. you know, public cloud providers, So it does require, you know, the nature of the beast Exactly, yes. the service providers in and the resources to actually So maybe just to give you ecosystem that you have today something that the operators need. But the answer to your and it took, you know, a does it have to have that have existing, you know, deployments, going to come from, I think. you could get reliable 4K but that is really, you You you have something to add there? that the enterprise would have. It's to to deal with those, you know, the primary characteristics, you know, we need a hard line. I mean, you know, I still the cost can come down, Dave V.: But you wouldn't And I think those, you know, and see the connected laptop. So give us the rundown and you know, and not to forget the connected laptops. the move to cloud native is where Dell coming on the program. of the Teleco network
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Daisy Urfer, Algolia & Jason Ling, Apply Digital | AWS Startup Showcase S2 E3
(introductory riff) >> Hey everyone. Welcome to theCUBE's presentation of the "AWS Startup Showcase." This is Season 2, Episode 3 of our ongoing series that features great partners in the massive AWS partner ecosystem. This series is focused on, "MarTech, Emerging Cloud-Scale Customer Experiences." I'm Lisa Martin, and I've got two guests here with me to talk about this. Please welcome Daisy Urfer, Cloud Alliance Sales Director at Algolia, and Jason Lang, the Head of Product for Apply Digital. These folks are here to talk with us today about how Algolia's Search and Discovery enables customers to create dynamic realtime user experiences for those oh so demanding customers. Daisy and Jason, it's great to have you on the program. >> Great to be here. >> Thanks for having us. >> Daisy, we're going to go ahead and start with you. Give the audience an overview of Algolia, what you guys do, when you were founded, what some of the gaps were in the market that your founders saw and fixed? >> Sure. It's actually a really fun story. We were founded in 2012. We are an API first SaaS solution for Search and Discovery, but our founders actually started off with a search tool for mobile platforms, so just for your phone and it quickly expanded, we recognize the need across the market. It's been a really fun place to grow the business. And we have 11,000 customers today and growing every day, with 30 billion searches a week. So we do a lot of business, it's fun. >> Lisa: 30 billion searches a week and I saw some great customer brands, Locost, NBC Universal, you mentioned over 11,000. Talk to me a little bit about some of the technologies, I see that you have a search product, you have a recommendation product. What are some of those key capabilities that the products deliver? 'Cause as we know, as users, when we're searching for something, we expect it to be incredibly fast. >> Sure. Yeah. What's fun about Algolia is we are actually the second largest search engine on the internet today to Google. So we are right below the guy who's made search of their verb. So we really provide an overall search strategy. We provide a dashboard for our end users so they can provide the best results to their customers and what their customers see. Customers want to see everything from Recommend, which is our recommended engine. So when you search for that dress, it shows you the frequently bought together shoes that match, things like that, to things like promoted items and what's missing in the search results. So we do that with a different algorithm today. Most in the industry rank and they'll stack what you would want to see. We do kind of a pair for pair ranking system. So we really compare what you're looking for and it gives a much better result. >> And that's incredibly critical for users these days who want results in milliseconds. Jason, you, Apply Digital as a partner of Algolia, talk to us about Apply Digital, what it is that you guys do, and then give us a little bit of insight on that partnership. >> Sure. So Apply Digital was originally founded in 2016 in Vancouver, Canada. And we have offices in Vancouver, Toronto, New York, LA, San Francisco, Mexico city, Sao Paulo and Amsterdam. And we are a digital experiences agency. So brands and companies, and startups, and all the way from startups to major global conglomerates who have this desire to truly create these amazing digital experiences, it could be a website, it could be an app, it could be a full blown marketing platform, just whatever it is. And they lack either the experience or the internal resources, or what have you, then they come to us. And and we are end-to-end, we strategy, design, product, development, all the way through the execution side. And to help us out, we partner with organizations like Algolia to offer certain solutions, like an Algolia's case, like search recommendation, things like that, to our various clients and customers who are like, "Hey, I want to create this experience and it's going to require search, or it's going to require some sort of recommendation." And we're like, "Well, we highly recommend that you use Algolia. They're a partner of ours, they've been absolutely amazing over the time that we've had the partnership. And that's what we do." And honestly, for digital experiences, search is the essence of the internet, it just is. So, I cannot think of a single digital experience that doesn't require some sort of search or recommendation engine attached to it. So, and Algolia has just knocked it out of the park with their experience, not only from a customer experience, but also from a development experience. So that's why they're just an amazing, amazing partner to have. >> Sounds like a great partnership. Daisy, let's point it back over to you. Talk about some of those main challenges, Jason alluded to them, that businesses are facing, whether it's e-commerce, SaaS, a startup or whatnot, where search and recommendations are concerned. 'Cause we all, I think I've had that experience, where we're searching for something, and Daisy, you were describing how the recommendation engine works. And when we are searching for something, if I've already bought a tent, don't show me more tent, show me things that would go with it. What are some of those main challenges that Algolia solution just eliminates? >> Sure. So I think, one of the main challenges we have to focus on is, most of our customers are fighting against the big guides out there that have hundreds of engineers on staff, custom building a search solution. And our consumers expect that response. You expect the same search response that you get when you're streaming video content looking for a movie, from your big retailer shopping experiences. So what we want to provide is the ability to deliver that result with much less work and hassle and have it all show up. And we do that by really focusing on the results that the customers need and what that view needs to look like. We see a lot of our customers just experiencing a huge loss in revenue by only providing basic search. And because as Jason put it, search is so fundamental to the internet, we all think it's easy, we all think it's just basic. And when you provide basic, you don't get the shoes with the dress, you get just the text response results back. And so we want to make sure that we're providing that back to our customers. What we see average is even, and everybody's going mobile. A lot of times I know I do all my shopping on my phone a lot of the time, and 40%-50% better relevancy results for our customers for mobile users. That's a huge impact to their use case. >> That is huge. And when we talked about patients wearing quite thin the last couple of years. But we have this expectation in our consumer lives and in our business lives if we're looking for SaaS or software, or whatnot, that we're going to be able to find what we want that's relevant to what we're looking for. And you mentioned revenue impact, customer churn, brand reputation, those are all things that if search isn't done well, to your point, Daisy, if it's done in a basic fashion, those are some of the things that customers are going to experience. Jason, talk to us about why Algolia, what was it specifically about that technology that really led Apply Digital to say, "This is the right partner to help eliminate some of those challenges that our customers could face?" >> Sure. So I'm in the product world. So I have the wonderful advantage of not worrying about how something's built, that is left, unfortunately, to the poor, poor engineers that have to work with us, mad scientist, product people, who are like, "I want, make it do this. I don't know how, but make it do this." And one of the big things is, with Algolia is the lift to implement is really, really light. Working closely with our engineering team, and even with our customers/users and everything like that, you kind of alluded to it a little earlier, it's like, at the end of the day, if it's bad search, it's bad search. It just is. It's terrible. And people's attention span can now be measured in nanoseconds, but they don't care how it works, they just want it to work. I push a button, I want something to happen, period. There's an entire universe that is behind that button, and that's what Algolia has really focused on, that universe behind that button. So there's two ways that we use them, on a web experience, there's the embedded Search widget, which is really, really easy to implement, documentation, and I cannot speak high enough about documentation, is amazing. And then from the web aspect, I'm sorry, from the mobile aspect, it's very API fort. And any type of API implementation where you can customize the UI, which obviously you can imagine our clients are like, "No we want to have our own front end. We want to have our own custom experience." We use Algolia as that engine. Again, the documentation and the light lift of implementation is huge. That is a massive, massive bonus for why we partnered with them. Before product, I was an engineer a very long time ago. I've seen bad documentation. And it's like, (Lisa laughing) "I don't know how to imple-- I don't know what this is. I don't know how to implement this, I don't even know what I'm looking at." But with Algolia and everything, it's so simple. And I know I can just hear the Apply Digital technology team, just grinding sometimes, "Why is a product guy saying that (mumbles)? He should do it." But it is, it just the lift, it's the documentation, it's the support. And it's a full blown partnership. And that's why we went with it, and that's what we tell our clients. It's like, listen, this is why we chose Algolia, because eventually this experience we're creating for them is theirs, ultimately it's theirs. And then they are going to have to pick it up after a certain amount of time once it's theirs. And having that transition of, "Look this is how easy it is to implement, here is all the documentation, here's all the support that you get." It just makes that transition from us to them beautifully seamless. >> And that's huge. We often talk about hard metrics, but ease of use, ease of implementation, the documentation, the support, those are all absolutely business critical for the organization who's implementing the software, the fastest time to value they can get, can be table stakes, and it can be on also a massive competitive differentiator. Daisy, I want to go back to you in terms of hard numbers. Algolia has a recent force or Total Economic Impact, or TEI study that really has some compelling stats. Can you share some of those insights with us? >> Yeah. Absolutely. I think that this is the one of the most fun numbers to share. We have a recent report that came out, it shared that there's a 382% Return on Investment across three years by implementing Algolia. So that's increase to revenue, increased conversion rate, increased time on your site, 382% Return on Investment for the purchase. So we know our pricing's right, we know we're providing for our customers. We know that we're giving them the results that we need. I've been in the search industry for long enough to know that those are some amazing stats, and I'm really proud to work for them and be behind them. >> That can be transformative for a business. I think we've all had that experience of trying to search on a website and not finding anything of relevance. And sometimes I scratch my head, "Why is this experience still like this? If I could churn, I would." So having that ability to easily implement, have the documentation that makes sense, and get such high ROI in a short time period is hugely differentiated for businesses. And I think we all know, as Jason said, we measure response time in nanoseconds, that's how much patience and tolerance we all have on the business side, on the consumer side. So having that, not just this fast search, but the contextual search is table stakes for organizations these days. I'd love for you guys, and on either one of you can take this, to share a customer example or two, that really shows the value of the Algolia product, and then also maybe the partnership. >> So I'll go. We have a couple of partners in two vastly different industries, but both use Algolia as a solution for search. One of them is a, best way to put this, multinational biotech health company that has this-- We built for them this internal portal for all of their healthcare practitioners, their HCPs, so that they could access information, data, reports, wikis, the whole thing. And it's basically, almost their version of Wikipedia, but it's all internal, and you can imagine the level of of data security that it has to be, because this is biotech and healthcare. So we implemented Algolia as an internal search engine for them. And the three main reasons why we recommended Algolia, and we implemented Algolia was one, HIPAA compliance. That's the first one, it's like, if that's a no, we're not playing. So HIPAA compliance, again, the ease of search, the whole contextual search, and then the recommendations and things like that. It was a true, it didn't-- It wasn't just like a a halfhearted implementation of an internal search engine to look for files thing, it is a full blown search engine, specifically for the data that they want. And I think we're averaging, if I remember the numbers correctly, it's north of 200,000 searches a month, just on this internal portal specifically for their employees in their company. And it's amazing, it's absolutely amazing. And then conversely, we work with a pretty high level adventure clothing brand, standard, traditional e-commerce, stable mobile application, Lisa, what you were saying earlier. It's like, "I buy everything on my phone," thing. And so that's what we did. We built and we support their mobile application. And they wanted to use for search, they wanted to do a couple of things which was really interesting. They wanted do traditional search, search catalog, search skews, recommendations, so forth and so on, but they also wanted to do a store finder, which was kind of interesting. So, we'd said, all right, we're going to be implementing Algolia because the lift is going to be so much easier than trying to do everything like that. And we did, and they're using it, and massively successful. They are so happy with it, where it's like, they've got this really contextual experience where it's like, I'm looking for a store near me. "Hey, I've been looking for these items. You know, I've been looking for this puffy vest, and I'm looking for a store near me." It's like, "Well, there's a store near me but it doesn't have it, but there's a store closer to me and it does have it." And all of that wraps around what it is. And all of it was, again, using Algolia, because like I said earlier, it's like, if I'm searching for something, I want it to be correct. And I don't just want it to be correct, I want it to be relevant. >> Lisa: Yes. >> And I want it to feel personalized. >> Yes. >> I'm asking to find something, give me something that I am looking for. So yeah. >> Yeah. That personalization and that relevance is critical. I keep saying that word "critical," I'm overusing it, but it is, we have that expectation that whether it's an internal portal, as you talked about Jason, or it's an adventure clothing brand, or a grocery store, or an e-commerce site, that what they're going to be showing me is exactly what I'm looking for, that magic behind there that's almost border lines on creepy, but we want it. We want it to be able to make our lives easier whether we are on the consumer side, whether we on the business side. And I do wonder what the Go To Market is. Daisy, can you talk a little bit about, where do customers go that are saying, "Oh, I need to Algolia, and I want to be able to do that." Now, what's the GTM between both of these companies? >> So where to find us, you can find us on AWS Marketplace which another favorite place. You can quickly click through and find, but you can connect us through Apply Digital as well. I think, we try to be pretty available and meet our customers where they are. So we're open to any options, and we love exploring with them. I think, what is fun and I'd love to talk about as well, in the customer cases, is not just the e-commerce space, but also the content space. We have a lot of content customers, things about news, organizations, things like that. And since that's a struggle to deliver results on, it's really a challenge. And also you want it to be relevant, so up-to-date content. So it's not just about e-commerce, it's about all of your solution overall, but we hope that you'll find us on AWS Marketplace or anywhere else. >> Got it. And that's a great point, that it's not just e-commerce, it's content. And that's really critical for some industry, businesses across industries. Jason and Daisy, thank you so much for joining me talking about Algolia, Apply Digital, what you guys are doing together, and the huge impact that you're making to the customer user experience that we all appreciate and know, and come to expect these days is going to be awesome. We appreciate your insights. >> Thank you. >> Thank you >> For Daisy and Jason, I'm Lisa Martin. You're watching "theCUBE," our "AWS Startup Showcase, MarTech Emerging Cloud-Scale Customer Experiences." Keep it right here on "theCUBE" for more great content. We're the leader in live tech coverage. (ending riff)
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Mandy Dhaliwal & Tarkan Maner, Nutanix | HPE Discover 2022
>> Narrator: TheCUBE presents HPE Discover 2022. Brought to you by HPE. >> Welcome back to Las Vegas. Lisa Martin and Dave Vellante here bringing you day one of theCUBE's coverage of HPE Discover 22. We've had a lot of great conversations so far. Just a few hours in. We have two of our alumni back with us. Powerhouses, two powerhouses from Nutanix. Two for the price of one. Mandy Dhaliwal joins us. The CMO of 90 days at Nutanix. It's great to see you. Congratulations on the gig. >> Thanks Lisa. It's great to be here and great to be at Nutanix. >> Isn't it? And Tarkan Maner, the Chief Commercial Officer at Nutanix. Welcome back Tarkan. >> Great to see you guys. >> So this is only day one of the the main show Tarkan. We've been hearing a lot about cloud as an operating model. We've heard your CEO Rajiv talking about it. Break that down from Nutanix's point of view. >> Yeah, look at the end, the tech conference we are talking a lot technology but at the end it is all about outcomes. I saw Keith was here earlier, you know, GreenLake's story. We were on a session earlier. Everything is about business outcomes for the customers. And obviously our partner Ecosystems, NBC all these double technologies come together and become an open model. And our customers are moving from a CAPEX model, old school model, what I call dinosaur model, into an OPEX model, subscription model. Which Nutanix basically the category creator for this, in a hybrid multi-cloud fashion. One platform, one experience, any app, any user, anytime, and make it count. Let the customers focus on business outcomes. Let us deal with infrastructure for you. >> What are some of the key outcomes that you're seeing customers achieve? We've seen so much change in the last couple of years. >> Tarkan: Right. >> A lot of acceleration. >> Tarkan: Right. >> Every company has to be a data company today to compete. >> Right. >> What are some of the outcomes that you're really proud of? >> So look, at the end of the, day's it's all about digital transformation and it's a big loaded word. But at the end of the day every company is trying to get digitized. And hybrid multicloud is the only way to get there in a cost effective way. So that cost is a big story. Highly secure. Manageable, available, reliable, total cost ownership definitely depressed and take the complexity out. Let us deal with the infrastructure for you. You focus on your time to market, and the best applications for the best users. >> So Mandy, I remember, you know you talked about your category creator Tarkan, and I remember Stu Miniman and I, were in the Wikibon offices. We were just getting started and he said, "Dave you got to come in here." And Dhiraj was on the phone. They were describing this new category and I was blown away. I'm like, wow, that's like the cloud but you know, for on-prem. So what does the, what does the cloud operating model mean to Nutanix Mandy? >> Really, what we're trying to do is become this common cloud platform across Core, Edge and Cloud. We're known for our strength in HCI on premise. We have capability across. So it's really important for us to share this story with the market. Now, also one of the reasons I joined. You know this story needs to be told in a bigger fashion. So I'm here to really help evolve this category. We've won HCI, right? What's next? So stay tuned. >> So we call that super cloud. I call it. >> Yes, I love that name. >> So it, but it needs has meaning, right? >> Right. >> It's a new layer. It's not just, oh, I run on Azure. I run an Aw or running green. >> Mandy: Right. >> It's actually a common infrastructure. >> Yes. >> Common experience across maybe and even out to the edge. >> Mandy: Right. >> Right. So is, is that, do you guys see that or do you think this is just a little buzzword that Dave made up? >> No, I think it has legs. And I think at the core of it, it's simplicity and elegance. And if you look, and, and again, I'm drinking the the champagne, right? We have that we architected for that. We've solved that problem. So we now can extend it to become ubiquitous in the market. So it's, it's an amazing place to be because we've got the the scale, frankly, and the breadth now of the technology platform to be able to go deliver that super cloud. >> And you have to do the work, right? You, you, you have to hide all the complexity- >> Mandy: Yeah. >> Of whether it's AWS, Azure, Google, GreenLake wherever you go on prem. >> Mandy: Right. >> And not only that, as you know Dave, many people think about cloud, they automatically think about public cloud. AWS, Azure, or Google. Guess what? We have customers. Some of the workloads and apps running on a local country. If you're in Singapore, on Singtel, and your, if you're in Switzerland on Swisscom, if you're in Japan on NTT, guess what? Our cloud runs also on those clouds. For those customers who want the data, gravity, local issues with the security and privacy laws in the local country then all this SI you have HCI, Emphasis VIDPro, Accenture, CAPS, JAM, and ITCS. They have also cloud services. What we build as Mandy said as the creator, make the platform run anywhere. So the customers can move data, apps, workloads from cloud to cloud. From private to public and within public, from public to public. From AWS to Singtel. From Singtel to Swisscom to Azure, doesn't matter. We want to make sure one platform one experience, any app, any user. >> And at least a lot of those guys are building on OpenStack. We don't talk about OpenStack anymore. But a lot of the local telcos they actually it's alive and well and actually growing. >> So you, you make it sound simple. So I got to ask you as the chief marketing officer how do you message that simplicity and actually make it tangible for customers? >> That's a great question. It's really about the customer story, right? How do we share that we're able to take something that took months to deploy and have it done in in days, minutes, right? So there's a lot of those kinds of stories that you'll see across the platform coming. We're getting a lot more messaging around that. We're also tightening up the message to be more easily conveyed. So that's a lot of the stuff that I'm working on right now and really super excited. You know, we've got leading retailers, financial services institutions, public sector agencies that are running on our platform. So we've got this amazing cadre of customers and their stories just need to be told. >> That voice of the customer is so powerful. >> Mandy: Yep. >> As you well know Tarkan. That's, that's the objective voice right? That is ideally articulating your value proposition. >> Yeah. >> Validating that helping other customers understand this, these are the outcomes we are achieving. >> Mandy: Right? >> You can do the same. >> Mandy: Right. >> And, and different personas. >> Mandy: Right. >> It's not one customer fits all right. You heard Home Depot, Daniel with Antonio on the keynote. The stores, the distribution center, the warehousing and their service department, their mobile app all that data has to move from place to place. And we want to make sure it's cost effective. It's secure. And not only for the system, people like Daniel but also for application developers. Dave, you talked about, you know, Open Source, OpenStack, a lot of new application development is all open source. >> Mandy: Yep. >> And we need to also gear toward them and give them a platform, a hybrid multicloud platform. So they can build applications and then run applications and manage lifecycle applications anywhere in simple ways securely. So this platform is not only for running applications but also build a new set of digital transformation driven applications. >> So what are you doing with GreenLake especially in that context, right? 'Cause that's what we're looking for. Is like are people going to build applications on top. Maybe it's the incumbents. It might not be startups, but what what are you doing there? >> Right. So look, I'll give you the highlights on this. I know you talked to Keith again we had the session earlier. We have about 2000 plus customers. Customers are moving from a CapEx model to an OPEX model. They like the subscription side of the business and basically our strategy and many is leading this globally making cloud on your terms. So you have the control, you move from CapEx to OPEX and we bring the data in cloud to you. So you can manage the data securely, privately build your applications, and then they're ready. You can move applications based on microservices capabilities we deliver to different cloud as, as you wish. >> So then what are you hearing from customers? What are they most excited about right now given the massive potential that you're about to unleash? >> It it's really about best in class, right? So you get these these amazing technologies to come together. We abstract the complexity away for the customer. So HP GreenLake brings economic benefit. Nutanix brings experience. So you couple those two. And all of a sudden they've got time to value. Like they've never had before. Add on top of that the skills gap that we've got in the market, right? The new breed of folks that are deploying and managing these applications just don't have an appetite for complexity like they did in the old world. So we've got elegance, that's underpinning our architecture and simplicity and ease of use that learn that really translates into customer delight. So that's our secret sauce. >> You talk about time to value. Sorry, Dave. Time to value is no joke as a marketer. Talk to me about what does that mean from a translation perspective? Because these days, one of the things we learned in the pandemic, other than everyone had no patience and still probably doesn't is that access to realtime data no longer a, oh, it's awesome. It's Fanta, it's, it's table stakes. It is it's, what's going to help companies succeed. And those not. So from a time to value perspective, talk a little bit more about that as really impactful to every industry. >> Right, And, and, and underpin underpinning, all of it is that simplicity and ease of use, right? So if I can pick up and have portability across all aspects of my platform, guess what? I've got a single pane of glass that's that I'm able to manage my entire infrastructure through. That's really powerful. So I don't have to waste time doing an undifferentiated heavy lifting, all of a sudden there's huge value there in simplicity and ease of use, right? So it translates for things that would take months and you know, hundreds of developers all of a sudden you can vend out infrastructure in a way that's performant, reliable, scalable and all of a sudden, right? Everybody's happy. People are not losing sleep anymore because they know they've got a reliable way of deploying and managing and running their infrastructure. >> Perfect example for you very quick. Just is very exciting. Mandy and I, were in the session, Texas Children's Hospital. >> Yeah. >> Theresa Montag. I mean, Tonthat, she's the head of infrastructure, with Keith, with us you should listen to the patient care Pediatric, you know, oncology, realtime data. Hip regulation, highly regulated industry data. Gravity is super important. State laws, city laws, healthcare laws. The data cannot go to a public cloud service but has to be cloud driven, cloud enabled and data driven and eccentric on the site. But cloud operating model, Nutanix again with GreenLake, delivers a subscription methodology, a you know, OPEX model and delivers desktop service cloud native applications, supporting all these tools like epic all happening in healthcare. >> You guys have a high net promoter score. What, what got you there? And what's going to keep you there in the future. >> It's underpinned by the technology itself and also our outstanding support team right. We hear our competitors' customers call us for support first, before they call our competitors. If you can't take that to the bank, what can you, right. It's crazy. They, our customers tell us this >> Dave: Really? >> Really. >> It's pretty validating. >> Yeah. >> Yeah, help us with has help us with this XYZ stuff. Yeah. >> And it becomes even more important with this new cloud era. >> Yes. >> As you're moving the data, the applications to different places, they want the same experience. And look as a company, we spent the investment. It's not free. >> Mandy: Yeah. >> It costs us a lot of money to make that happen. One of the best support organizations I've been in industry for 30 years, I've never seen this kind of a maniacal focus on customer service. And without that success will not come. >> Yeah, I mean, I've met a lot of Nutanix customers at the various shows over the years. Ridden in taxis bus rides, you know, cocktail parties. They're, they're an interesting bunch, right. They, they were kind of leading edge early on. They saw the light bulb went off, they adopted. >> Right. >> Right, so, and think about thinking about aligning with where they're going where are they going and how is Nutanix aligning with them? >> There's, there's so much complexity in the world, right? So we're abstracting away the complexity. Not all workloads are meant to run in an either or situation. >> Right. >> Right, and we're hearing from IDC as well in, in, by 2026, 75% of workloads are going to be misplaced. How do they have a strategic partner? That's going to help them run their organization effectively and efficiently. We become that open and neutral player in the market. That can be the trusted advisor for them to help with workload placement optimization. They're standardizing, they're consolidating they're modernizing, they're transforming. There's a lot going on right. And so how do they come to somebody? That's voice of reason that also is well networked across the ecosystem. And that interoperability is key and yes, I'm still drinking the Kool-Aid, but it, I see it. It's, it's a tremendous story. >> Switzerland with weapons. (everyone laughing) >> You said it, you said it, Dave. >> And also one other thing it's important competition makes us better not bitter. >> Yeah. >> We have the best best partner network, 10,000 plus partners but more than numbers, quality, constantly working theater. And some of our partners also are competitors. We compete with them and we deliver solutions this way. Customers don't have to forklift out forklift in Nutanix. We leverage their past investment, current investment so they can tie Nutanix in different ways for different workloads, not one size fits all. We have multiple solutions, multiple ways you know, small, medium, large, extra large D in terms of scale and different workloads from the, you know Edge to the Cloud. And to at the end of the day to data as a whole, as you heard from HP today, our strategy, our roadmaps super aligned. That's why we were having a lot of success with GreenLake as well. >> Mandy, can you talk a last question about the partner ecosystem that Tarkan mentioned? How were you leveraging that to, to modify the messaging that you talked about? You've only been here almost 90 days. >> Mandy: Right. >> How is the partner ecosystem going to be a facilitator of the Nutanix brand and messaging and the reach? >> They're, they're tremendous, right? Because we're able to now, like we're doing here, right. Be able to reach into their customer base, and showcase our stories in a purpose built way right. This is, this is reality and solutions that we're driving for the customers with like-minded problems, like-minded people so they can see that. And so we do that across the, the ecosystem and all of a sudden, we've got this rolling thunder if you will. So it's up to us to, to, to really hone in on the right narrative and hand it to them and have them run with it that there's going to be practices built on this, even in a deeper way, moving forward. I see it, you know, we've done, I've done this before in my career. And so I've got conviction that we're on the right track and, you know, watch the space. >> Dot, dot, dot, to be continued. Watch the space. You heard it here on theCUBE. Mandy, Tarkan, thank you so much for joining Dave and me talking about the power of Nutanix with HPE, what you're doing and what you're enabling customers to achieve. It's transformative and, and best of luck. You'll have to come back in the next 90 days so we can see some of those customer stories. >> Absolutely. Absolutely, would love to, thank you. >> Thanks guys. >> Mandy: Yeah. For our guests and Dave Vellante, I'm Lisa Martin. You're watching theCUBE live from the show floor of HPE Discover 22. Day one coverage continues after a short break.
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Brought to you by HPE. Congratulations on the gig. It's great to be here and And Tarkan Maner, the Chief of the the main show Tarkan. but at the end it is all about outcomes. in the last couple of years. Every company has to be a So look, at the end So Mandy, I remember, you know So I'm here to really So we call that super cloud. It's a new layer. maybe and even out to the edge. So is, is that, do you breadth now of the technology wherever you go on prem. Some of the workloads and apps But a lot of the local telcos So I got to ask you as the the message to be more customer is so powerful. That's, that's the objective voice right? Validating that helping And not only for the So they can build applications So what are you doing with GreenLake of the business and basically our strategy got in the market, right? of the things we learned So I don't have to waste time Perfect example for you very quick. and eccentric on the site. What, what got you there? the technology itself Yeah, help us with has And it becomes even more important data, the applications One of the best support at the various shows over the years. complexity in the world, right? And so how do they come to somebody? Switzerland with weapons. And also one other thing to data as a whole, as you that you talked about? on the right narrative and hand back in the next 90 days Absolutely, would love to, thank you. live from the show floor
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Bill Stratton, Snowflake | Snowflake Summit 2022
(ethereal music) >> Good morning, everyone, and welcome to theCUBE's day-two coverage of Snowflake Summit '22. Lisa Martin here with Dave Vellante. We are live in Las Vegas at Caesar's Forum, looking forward to an action-packed day here on theCUBE. Our first guest joins us, Bill Stratton, the global industry lead, media, entertainment and advertising at Snowflake. Bill, great to have you on the program talking about industry specifics. >> Glad to be here, excited to have a conversation. >> Yeah, the media and entertainment industry has been keeping a lot of us alive the last couple of years, probably more of a dependence on it than we've seen stuck at home. Talk to us about the data culture in the media, entertainment and advertising landscape, how is data being used today? >> Sure. Well, let's start with what you just mentioned, these last couple of years, I think, coming out of the pandemic, a lot of trends and impact to the media industry. I think there were some things happening prior to COVID, right? Streaming services were starting to accelerate. And obviously, Netflix was an early mover. Disney launched their streaming service right before the pandemic, Disney+, with ESPN+ as well. I think then, as the pandemic occurred these last two years, the acceleration of consumers' habits, obviously, of not just unbundling their cable subscription, but then choosing, you know, what services they want to subscribe to, right? I mean, I think we all sort of grew up in this era of, okay, the bundle was the bundle, you had sports, you had news, you had entertainment, whether you watched the channel or not, you had the bundle. And what the pandemic has accelerated is what I call, and I think a lot of folks call, the golden age of content. And really, the golden age of content is about the consumer. They're in control now, they pick and choose what services they want, what they watch, when they watch it. And I think that has extremely, sort of accelerated this adoption on the consumer side, and then it's creating this data ecosystem, as a result of companies like Disney having a direct-to-consumer relationship for the first time. It used to be a Disney or an NBC was a wholesaler, and the cable or satellite company had the consumer data and relationship. Now, the companies that are producing the content have the data and the consumer relationships. It's a fascinating time. >> And they're still coming over the top on the Telco networks, right? >> Absolutely right. >> Telco's playing in this game? >> Yeah, Telco is, I think what the interesting dynamic with Telco is, how do you bundle access, high speed, everybody still needs high speed at their home, with content? And so I think it's a similar bundle, but it takes on a different characteristic, because the cable and Telcos are not taking the content risk. AT&T sold Warner Media recently, and I think they looked at it and said, we're going to stay with the infrastructure, let somebody else do the content. >> And I think I heard, did I hear this right the other day, that Roku is now getting into the content business? >> Roku is getting into it. And they were early mover, right? They said the TVs aren't, the operating system in the television is not changing fast enough for content. So their dongle that you would slide into a TV was a great way to get content on connected televisions, which is the fastest growing platform. >> I was going to say, what are the economics like in this business? Because the bundles were sort of a limiting factor, in terms of the TAM. >> Yeah. >> And now, we get great content, all right, to watch "Better Call Saul", I have to get AMC+ or whatever. >> You know, your comment, your question about the economics and the TAM is an interesting one, because I think we're still working through it. One of the things, I think, that's coming to the forefront is that you have to have a subscription revenue stream. Okay? Netflix had a subscription revenue stream for the last six, eight, 10 years, significantly, but I think you even see with Netflix that they have to go to a second revenue model, which is going to be an ad-supported model, right? We see it in the press these last couple days with Reid Hastings. So I think you're going to see, obviously subscription, obviously ad-supported, but the biggest thing, back to the consumer, is that the consumer's not going to sit through two minutes of advertising to watch a 22 minute show. >> Dave: No way. >> Right? So what's then going to happen is that the content companies want to know what's relevant to you, in terms of advertising. So if I have relevancy in my ad experience, then it doesn't quite feel, it's not intrusive, and it's relevant to my experience. >> And the other vector in the TAM, just one last follow-up, is you see Amazon, with Prime, going consumption. >> Bill: That's right. >> You get it with Prime, it's sort of there, and the movies aren't the best in the world, but you can buy pretty much any movie you want on a consumption basis. >> Yeah. Just to your last quick point, there is, we saw last week, the Boston Red Sox are bundling tickets, season tickets, with a subscription to their streaming service. >> NESN+, I think it is, yeah. So just like Prime, NESN+- >> And it's like 30 bucks a month. >> -just like Prime bundling with your delivery service, you're going to start to see all kinds of bundles happen. >> Dave: Interesting. >> Man, the sky is the limit, it's like it just keeps going and proliferating. >> Bill: It does. >> You talk about, on the ad side for a second, you mentioned the relevance, and we expect that as consumers, we're so demanding, (clears throat) excuse me, we don't have the patience, one of the things I think that was in short supply during COVID, and probably still is, is patience. >> That's right. >> I think with all of us, but we expect that brands know us enough to surf up the content that they think we watched, we watched "Breaking Bad", "Better Call Saul", don't show me other things that aren't relevant to the patterns I've been showing you, the content creators have to adapt quickly to the rising and changing demands of the consumer. >> That's right. Some people even think, as you go forward and consumers have this expectation, like you just mentioned, that brands not only need to understand their own view of the consumer, and this is going to come into the Snowflake points that we talk about in a minute, but the larger view that a brand has about a consumer, not just their own view, but how they consume content, where they consume it, what other brands they even like, that all builds that picture of making it relevant for the consumer and viewer. >> Where does privacy come into the mix? So we want it to be relevant and personalized in a non-creepy way. Talk to us about the data clean rooms that Snowflake launched, >> Bill: That's right. >> and how is that facilitating from a PII perspective, or is it? >> Yeah. Great question. So I think the other major development, in addition to the pandemic, driving people watching all these shows is the fact that privacy legislation is increasing. So we started with California with the CCPA, we had GDPR in Europe, and what we're starting to see is state by state roll out different privacy legislations. At some point, it may be true that we have a federal privacy legislation, and there are some bills that are working through the legislature right now. Hard to tell what's going to happen. But to your question, the importance of privacy, and respecting privacy, is exactly happening at the same time that media companies and publishers need to piece together all the viewing habits that you have. You've probably watched, already this morning, on your PC, on your phone, and in order to bring that experience together a media company has to be able to tie that together, right? Collaborate. So you have collaboration on one side, and then you have privacy on the other, and they're not necessarily, normally, go together, Right? They're opposing forces. So now though, with Snowflake, and our data clean room, we like to call it a data collaboration platform, okay? It's not really what a data warehouse function traditionally has been, right? So if I can take data collaboration, and our clean room, what it does is it brings privacy controls to the participants. So if I'm an advertiser, and I'm a publisher, and I want to collaborate to create an advertising campaign, they both can design how they want to do that privacy-based collaboration, Because it's interesting, one company might have a different perspective of privacy, on a risk profile, than another company. So it's very hard to say one size is going to fit all. So what we at Snowflake do, with our infrastructure, is let you design how you create your own clean room. >> Is that a differentiator for Snowflake, the clean rooms? >> It's absolutely a very big differentiator. Two reasons, or probably two, three reasons, really. One is, it's cross cloud. So all the advertisers aren't going to be in the same cloud, all the publishers aren't going to be in the same cloud. One big differentiator there. Second big differentiator is, we want to be able to bring applications to the data, so our clean room can enable you to create measurement against an ad campaign without moving your data. So bringing measurement to the data, versus sending data to applications then improves the privacy. And then the third one is, frankly, our pricing model. You only pay for Snowflake what you use. So in the advertising world, there's what's called an ad tech tax, there is no ad tech tax for Snowflake, because we're simply a pay-as-you-go service. So it's a very interesting dynamic. >> So what's that stack look like, in your world? So I've pulled up Frank's chart, I took a picture of his, he's called it the new, modern data stack, I think he called it, but it had infrastructure in the bottom, okay, that's AWS, Google, Azure, and then a lot of you, live data, that would be the media data cloud, the workload execution, the specific workload here is media and entertainment, and then application development, that's a new layer of value that you're bringing in, marketplace, which is the whole ecosystem, and then monetization comes from building on top. >> Bill: Yes. >> So I got AWS in there, and other clouds, you got a big chunk of that, where do your customers add value on top of that? >> Yeah. So the way you described it, I think, with Frank's point, is right on. You have the infrastructure. We know that a lot of advertisers, for example, aren't going to use Amazon, because the retailer competes with Amazon, So they want to might be in Google or Azure. And then sort of as you go up the stack, for the data layer that is Snowflake, especially what we call first-party data, is sitting in that Snowflake environment, right? But that Snowflake environment is a distributed environment, so a Disney, who was on stage with me yesterday, she talked about, Jaya talked about their first-party datas in Snowflake, their advertisers' datas in their own Snowflake account, in their own infrastructure. And then what's interesting is is that application layer is coming to the data, and so what we're really seeing is an acceleration of companies building that application natively on Snowflake to do measurement, to do targeting, to do activation. And so, that growth of that final application layer is what we're seeing as the acceleration in the stack. >> So the more data that's in that massive distributed data cloud, the more value your customers can get out of it. And I would imagine you're just looking to tick things off that where customers are going outside of the Snowflake data cloud, let's attack that so they don't have to. >> Yeah, I think these partners, (clears throat) excuse me, and customers, it's an interesting dynamic, because they're customers of ours. But now, because anybody who is already in Snowflake can be their customer, then they're becoming our partner. So it's an interesting dynamic, because we're bringing advertisers to a Disney or an NBCU, because they already have their data in Snowflake. So the network effect that's getting created because of this layer that's being built is accelerated. >> In 2013, right after the second reinvent, I wrote a piece called "How to Compete with the Amazon Gorilla." And it seemed to us pretty obvious at the time, you're not going to win an infrastructure again, you got to build on top of it, you got to build ecosystems within industries, and the data, the connection points, that network effect that you just talked about, it's actually quite thrilling to see you guys building that. >> Well, and I think you know this too, I mean, Amazon's a great partner of ours as well, right? So they're part of our media data cloud, as Amazon, right? So we're making it easier and easier for companies to be able to spin up a clean room in places like AWS, so that they get the privacy controls and the governance that's required as well. >> What do you advise to, say, the next generation of media and advertising companies who may be really early in the data journey? Obviously, there's competition right here in the rear view mirror, but we've seen services that launch and fail, what do you advise to those folks that maybe are early in the journey and how can Snowflake help them accelerate that to be able to launch services they can monetize, and get those consumers watching? >> I think the first thing for a lot of these brands is that they need to really own their data. And what I mean by that is, they need to understand the consumer relationship that they have, they need to take the privacy and the governance very seriously, and they need to start building that muscle. It's almost, it's a routine and a muscle that they just need to continue to kind of build up, because if you think about it, a media company spends two, three hours a day with their customer. You might watch two hours of a streaming show, but how much time do you spend with a single brand a day? Maybe 30 seconds, maybe 10 seconds, right? And so, their need to build the muscle, to be able to collect the data in a privacy-compliant way, build the intelligence off of that, and then leverage the intelligence. We talked about it a few days ago, and you look at a retailer, as a really good example, a retailer is using Snowflake and the retail data cloud to optimize their supply chain. Okay? But their supply chain extends beyond their own infrastructure to the advertising and marketing community, because if I can't predict demand, how do I then connect it to my supply chain? So our media data cloud is helping retailers and consumer product goods companies actually drive demand into their reconstructed supply chain. So they both work together. >> So you have a big focus, obviously, on the monetization piece, of course, that's a great place to start. Where do you see the media data cloud going? >> Yeah. I think we'll start to expand beyond advertising and beyond marketing. There's really important sub-segments of media. Gaming is one. You talk about the pandemic and teenagers playing games on their phones. So we'll have an emphasis around gaming. We'll have an emphasis in sports. Sports is going through a big change in an ecosystem. And there's a big opportunity to connect the dots in those ecosystems as well. And then I think, to what we were just talking about, I think connecting commerce and media is a very important area. And I think the two are still very loosely connected today. It used to be, could I buy the Jennifer Aniston sweater from "Friends", right? That was always the analogy. Now, media and social media, and TikTok and everything else, are combining media and commerce very closely. So I think we'll start to see more focus around that as well. So that adds to your monetization. >> Right, right. And you can NFT that. (Lisa laughs) >> Bill: That's right, there you go, you can mint an NFT on that. >> It's the tip of the iceberg. >> Absolutely. >> There's so much more potential to go. Bill, thank you so much for joining us bright and early this morning, talking about what snowflake is doing in media, entertainment and advertising. Exciting stuff, relevant to all of us, we appreciate your insights and your forward-looking statements. >> Thank you for having me. I enjoyed it. >> Our pleasure. >> Thank you. >> Good >> Bill: Bye now. >> For our guest and Dave Vellante, I'm Lisa Martin, you're up early with us watching theCUBE's day-two coverage of Snowflake Summit '22. We'll be back in a moment with our next guest. (upbeat music)
SUMMARY :
Bill, great to have you on the program Glad to be here, excited in the media, entertainment and the cable or satellite company are not taking the content risk. So their dongle that you in terms of the TAM. I have to get AMC+ or whatever. is that the consumer's not going to sit is that the content companies want to know And the other vector in the and the movies aren't Just to your last quick point, there is, So just like Prime, NESN+- with your delivery service, Man, the sky is the limit, one of the things I think the content creators have to adapt quickly and this is going to come Where does privacy come into the mix? and in order to bring So in the advertising world, of his, he's called it the So the way you described it, I think, So the more data So the network effect and the data, the connection points, and the governance and the retail data cloud to on the monetization piece, of course, So that adds to your monetization. And you can NFT that. Bill: That's right, there you go, There's so much more potential to go. Thank you for having me. We'll be back in a moment
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Chee Chew, mParticle | CUBE Conversation
(upbeat music) >> Hello and welcome to this Cube Conversation. I'm here in Palo Alto, California. I'm John Furrier host of theCUBE, and I'm here with mparticle. With Chee Chew, Chief Product Officer. Thanks for joining us today. Thanks for coming on. >> Thank you. It's great to be here. >> So mparticle's doing some pretty amazing things around managing customer data end to end as a data platform. A lot of integrations. You guys are state of the art cloud scale for this new kind of use case of using the data for customer value in real time. A lot of good stuff going on. So I really want to dig into this whole prospect. So what is the company about first? Take a minute to explain what is mparticle for the folks watching? >> Yeah, absolutely. Well, if you think about the world today where it's like cloud computing and businesses are getting a lot of data from customers as consumers go online. And they have these cloud services that are collecting all this data about the customer. How do you get it organized? How do you have all that data that's in different departments, reconcile them and like give it to your departments. So they can really personalize the experiences. We've all had these experiences where, you know, like we're this loyal customer of a brand, we shop there a lot. And then we go over to like the customer service and they act like they have no idea who we are. Our job is to help businesses really understand the customer and be able to treat them in a personal way. To do the very best for every experience. >> Well, Chee you're in a really big spot there with the company, Chief Product... You got the keys to the kingdom over there. You're overseeing all the action. You got a platform, a bunch of solutions you're enabling. Customer data has been around for a long time. We hear big systems in the past, oh got to leverage the customer data. But why is the customer data more important now than ever as developers and cloud scale are emerging in. Why is customer data becoming more and more valuable to organizations? >> No. Well, customer data has been around for like decades and decades. The amount of customer data being generated online has just accelerated. It's been exponential. There's been more data collected in the past four years than the past 40 years. And like businesses are just starting to realize, how much of a goldmine that could be for them. If they could really harness it. And especially in today's world where treating it properly, respecting people's privacy, really doing well by the customer, earning the right to use that data is ever so important. The combination that brings the need for solutions like mparticle. >> Talk about some of the enablement that you guys offer your customers. You got a platform, you got a lot of moving parts in there. A lot of key components, a lot of integrations. With all the best platforms to connect to. We're in an API economy. So trust is huge. You got to have the data governance. Everything's got to work together. It's a really hard problem. How do you guys enable value there? What is the key product value that you guys are enabling? >> Yeah, it is a hard problem. And with the data being so important to businesses and treating it well and collecting it from all the different aspects, there are many places where we... Our customers really value the services we bring. As you mentioned, we have a large set of integrations. We can get data in from pretty much any system that you have. Even if you built it yourself, we have ways of enabling you to collect that data from all around the company. Then we reconcile them. So we create one single view of the customer. We adhere to all the privacy regulations around the world to make sure that you're compliant with not only laws but with the trust with your consumers. We clean that data and then we distribute it to all the systems where you really want to create personalized experiences. So the collection, the reconciliation, the cleaning, the conformance, and then the distribution. Those are all key events that we do to bring value to customers. >> It's funny in all these major shifts, you're seeing all the same things. You got to be a media company. You got to be a data company. Got to be a video company. Got to be a cloud company. So in the digital transformation, you know with machine learning and AI really at the center of the application value now, you can measure everything in a company. So, smart leadership saying, hey, if we can measure everything, don't we want to know what's going on with respect to our customer. The journey they call it. So, you know, there's the industry taglines of customer best in class experiences, capturing the moments that matter. Describe how you do that. Because moments that matter to me feel like something that's real time or something that's super important, that's contextualized. You got to get that context with that journey. How do you guys do that? This is something I'm intrigued about. >> Yeah, absolutely. And you know, I... This hearken backs to my experience when I was at Amazon doing retail and we really focus on personalization and the notion of when you go to one page or one screen on your mobile device and then you go to the very next page. That very next page has to be personalized with the things that you did on... Just seconds ago on the previous one. That idea of being at the interaction speed, keeping up with the customers. That's what, we've... What we provide for our brands. It's not enough to just collect the data, churn on it, do a bunch of like calculations and then tomorrow figure out what to do. Tomorrow figure out how to personalize it. It has to be in interaction time with our customers. >> John: It's interesting too. You'll have experience in big companies, hyperscalers with large, you know, media business and data. Bringing that to normal companies, enterprises, and mid-market, they have to then stand up their own staff. They have to operationalize this in a large data strategy that maximizes the value. How do brands do this effectively? Can you share best practice of what's the best way to stand up and operationalize the team, the developers, the strategy. >> Chee: Yeah and this is a great question. And right now with the world... The way the world and the industry is developing, businesses don't all do it the same way. Like at Amazon, we built our own. Now we had several hundred engineers in my team who are collecting the data, analyzing it, and really cleaning it. Not every company can afford a couple hundred engineers just to do this... Solve this one problem. Which is why I'm super excited about what we're doing at mparticle, where we're trying to make that available to every company in the world. Whether you're a huge brand, like an NBC, or you're a smaller, medium size startup. Like you have a lot of data and we can help make it accessible for you. Now, many companies do start and build it from scratch and the problems early on, seem very tractable. But then as new laws come out, as the platform changes, as Apple and iOS change the rules on what you can collect and what data you can't collect. That puts you on this treadmill of always like reinvesting and reinvesting in the data collection. And not as much at innovating on your business. And then many companies turn around and decide, oh I understand why you want a company like an mparticle, providing that service. >> It's interesting. You guys do a lot of that... The key value proposition that we hear a lot for successful companies. You take care of that the heavy differentiate... Undifferentiated heavy lifting. So the customer can focus on the value. This seems to be the theme of of the data problem that companies want to solve. There's a lot of grunt work that has to get done. A lot of, you know, get down and dirty and work on stuff. If you can just automate it, make it go faster, then you can apply more creative processes and tools onto getting more growth or more value out of the use case. Can you... Is that something that's happening here? >> Oh yeah, absolutely. You know, the dirty secret that if you talk to any like machine learning scientist data engineer, what they'll tell you is it seems like the world is sexy when you talk to new like computer science students about like building models. But when they go to industry they spend like 80 or 90% of their time cleaning data, getting access to data, like getting the right permissions. And they spend like 10 to 20% of the time actually building models and doing the really interesting things that you want your data science to do. That's a really expensive way of getting to your models. And that's why you're right. Services like, mparticle, like our core business is to take that grunt work and that... Things that might be less exciting and bespoke to your business. Like that's the stuff that we get excited about. And we want to provide the best op... Best in breed experience for our customers. >> Yeah. There's no doubt, every company will have to have this really complex, hard to solve platform problem. You either buy or build it. I mean, you're not... Not everyone's Amazon, right? So not everyone can do that. So you got to have the integrations, you got to have the personalizations, you got to have the data quality and you got to have the data governance in there too. You can't forget the fact that you'd be dealing with potentially trusted parties that don't work for you. Right? So this is a huge connection point that I want to just quickly get into. Quickly, APIs connects companies but now also connects data. How do you view that? How should customers think about the connection points when they start to share customer data with other companies? >> Yeah, you're totally right in that. Not only is it important for you to do this in terms of saving your time in engineering and all the amount of work you have, but the risk is super high. If you treat customers data incorrectly, you can break trust with your consumers. It takes a long time to build that trust and just a moment to lose it. And so it is more than just engineering time savings but it is also a risk to the business. Now... Then you go to down to like, how do you do it? Why APIs? The reason for us, our push on really the API platform is to give power to developers. Within your company, you may have some innovation that you want, some way you want to really differentiate yourself from the rest of the field. If we provided only standard UI. Standard ways of doing it, then our customers would all behave and have the same capabilities as every other customer. But by us providing APIs it allows our customers to really innovate and make the platform bend to their will. To support the unique ideas that they have. So that's our approach of why we really focus on the customer data infrastructure. >> John: Yeah, it's a great opportunity Chee, I really appreciate your time. Real final question for you, as folks look at this opportunity to have a data platform and mparticle, one that you have. They're going to probably ask you the question of, hey I got developers too. I'm hiring more and more cloud native developers. We're API first, obviously we're cloud native. We love that direction. We're distributed computing. All that great stuff at the edge. I got machine learning. But I really want to integrate, I want to control the experience. I want to be agile and fast. Can you help us? What's your answer to that question? >> Absolutely. If you look at the things that your engines are doing, and you ask them how much of what they're doing is similar to what you expect from other similar companies and how much is really unique to your business. You'll probably find that a minority of the work is really unique to that business. And the majority are things that are common problems that other companies struggle with. Our job is to help take that away. So you can really focus on what's unique, bespoke, and innovative for you. >> John: Follow up to that real quick, as you're the Chief Product Officer. Talk to the folks out there who are watching, who may not know what goes on in a product organization. You're making all kinds of trade offs. You got a product roadmap, you've got the 20 mile stare. You have a North Star. What should they know about mparticle, about the product that they... That's important for them to either pay attention to or they may not know about. >> You know, my... When I think about mparticle, it's not just a product but it's the whole offering. And what you want to know about mparticle is we really work hard to empower our customers, whether it's through the API platforms. So that you have the full flexibility to do whatever you want or through our customer service and our support teams. We are... Have a great reputation with our customers about really focusing on and unblocking them, enabling whatever the heart desires. >> John: Yeah and building on top of it. Sounds great. Chee, thanks for coming on. Appreciate the update on mparticle. Thanks for your time. Great to see you. >> Absolutely. Thank you for your time. >> Okay. This is theCUBE conversation. I'm John Furrier, host of theCUBE. Thanks for watching. (upbeat music)
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Jim Long, Didja Inc. | AWS Summit SF 2022
>>Okay. And welcome back to the cubes live coverage here in San Francisco, California for 80 us summit 2022 Amazon web services summit 2020 New York city is coming up in the summer will be there. Check us out the cube.net. Our next guest here is Jim long. The CEO of dig also known as local. BTV a very interesting AWS customer doing some really progressive things around video and, uh, challenging the status quo in code cutting and all kinds of broadcast models. Jim, welcome to the cube. Great to see you. >>Thank you, John. Great to be here. Okay. >>So first of all, before we get into some of the disrupt option, take a minute to explain what is dig and local BTV. >>Uh, dig is all about, uh, providing, uh, edge video networking for broadcast television, basically modernizing local television and hopefully extending it to hyper local content like high schools and community government and community channels and things like that. So essentially free bringing, using the internet as an antenna to bring broadcast television to your phone, your laptop you're connected TVs. >>So if I understand it correctly, if I UN and I look at the, the materials of your site, you basically go into each market, Metro areas like New York Philly bay area, grab the tee signal out of the air. >>Yep. >>Local TV, and then open that up to everyone. Who's got, um, an >>Correct. And, uh, what, we've, where we're essentially building a hybrid network with AWS. Uh, I like to say we got all the smart and account stuff, you know, in the cloud at AWS. And we have all the dumb, fast stuff in the actual TV market. We have servers and transcoding there we work with, uh, of course, um, uh, AWS on that centrally as well. But basically that hybrid cloud allows us to be the fastest simplest and lowest cost way to get a local video. Any type could be an antenna or an IP stream to a local house. So we're, so are the local pickup and delivery people. We're not building a brand, we're not building content. We're delivering the local content to the local views. You >>Like the pipes. >>We are, we're essentially an infrastructure company. Um, we're right at that wonderful intersection of the, uh, the infrastructure and the content where I always like to play. >>I like, I love the store. I think the cost of that nature, how you're using Amazon, it's really impressive. Um, what are some of the cool things you're doing on AWS that you think's notable? >>Well, of course the, the standard issue stuff where you want to store all your data in the cloud. Right? So we, uh, and we use a quick site to, to get to that. And obviously we're using S3 and we're using media tailor, which we really like, which is cuz we first actual company on the planet. I believe that's inserting digital ads, impression based ads into local broadcast streams. So that's, that's fun because the advertisers, they like the fact that they could still do traditional TV buys and they could spice it up with digital impressions based, but ads on us. Yeah. And, and we're adding to it a real fun thing called clip it, which is user clipping. It's an app that's been running on AWS for years. It's had over half a million plays in social media. Yeah. We're combining those together and, and AWS makes it very simple to do that. >>Well, I've been using your app on my Firestick and uh, download local BTV on the app store. Um, I gotta say the calendar's awesome. And the performance is 10 times better than, than some of the other streaming apps because the other performance they crash all the time. The calendar's weird. So congratulations. Clearly you're running the cloud technology. I gotta ask you what's going on in the market? Netflix missed their earnings. The stock was down big time. Um, obviously competition what's up going on with Netflix? >>Well, what's, it's a big shift. >>What does it mean for the streaming market? >>Well, what it means is, is, is a consumer choice. It's really the golden age of consumer choice. Uh, originally back when I was a kid, it was all antenna TV. We didn't even have DBRS right. And then, uh, the cable companies and the satellite companies, the phone companies came in and took over and all of a sudden everyone started paying for TV for just linear TV. Right? And then the next thing, you know, streaming comes around, uh, Netflix shows up for, for VOD or, or SVOD, they call it cuz it's payt TV and uh, and the whole, uh, that ecosystem starts to melt down. And now you have a consumer choice market where you can pay, pay for VAD or pay for, for linear. And everyone does linear and everyone does VAD or you can use free TV. Now we correctly guessed that free TV was gonna have a huge comeback. You know, know what is it about free even obviously gen Z smarter than us boomers. They love free too. Uh, targeted advertising makes the ads less, uh, painful or less of a distraction. Uh, so we knew that free ad supported TV was gonna happen. Lots of stuff happened. And then, then the, uh, major media companies started doing their own subscription apps. Right? They're all cool. >>We like paramount plus >>Paramount plus Disney pluses, PN peacock, uh, time Warner's doing something. I mean, it's all cool, but you know, people only have so much of a big pocketbook. So what it's doing is pay TV has now become much more complicated, but also you, you know, you gotta trade off. So you saw it with Netflix, right? Yeah. Netflix is suffering from there's too much pay TV. So where are you gonna put your money on Comcast? On YouTube TV paramount plus Netflix. >>Yeah. I mean, I love the free thing. I gotta bring up something. I wanna get your reaction to a company called low cast went under, they got sued out of their deal. They were the free TV. Are you guys have issues like them? What's the cast most people don't know got was, was >>Doing same. So we started before low cast and we're uh, what we would call a permissions based system, legal system. The broadcast Mar industry, uh, is, uh, is the wild wild west. I mean, I like to say antenna TV is a direct to consumer. The antenna is a direct to consumer device and it's controlled by the channel. People it's not controlled by a platform like Comcast, right? It's not controlled by a stick. >>When you say channel, do you mean like CBS or >>Yeah, CBS or the local Korean religious cooking channel or, uh, Spanish channels or local independent to television, which is really a national treasure for us. The United States really should be making sure that local content, local channels, uh, do well local businesses, you know, with targeted advertising, Janes nail salon can, can now advertise just in San Jose and not the entire San Francisco TV market. Um, so you ha you have, have all that going on and we recognize, you know, that, that local content, but you have to have permission from the channel stuff. It's not easy because you got channels on stations. You have syndicators, it's hard to keep track of. And sometimes you, you, uh, you, you know, you have to shift things around, but, uh, low cast, uh, like another kind before it just went hog wild, illegal, trying to use a loophole, uh, didn't quite work out for 'em and, uh, >>You see, they have put out of business by the networks, the names, the big names. Yes. Content people, >>Correct. I mean the big, the big guys, but I mean, because they weren't following the rules, um, >>The rules, meaning license, the content, right. >>Well correct. Or yes, >>Basically they, they were stealing the content in the eyes of the, >>Well, there is, there is, it is a little of, a bit of a gray area between the FCC and the copyright laws that Congress made. So, um, there are people certainly out there that think there is a path there, low cast, didn't find it. We're not trying to find it. Uh, we just want to get all the free TV, uh, the bottom line. And you've seen fast channels explode recently, Pluto, uh, Samsung TV. >>And what does that all mean? >>Well, what it means is people love free TV and the best free TV out there is your local TV. So putting that on the internet and those comp, but the media companies, they have trouble with this new stuff. What's, >>What's your >>They're overthinking it. What's >>Some of this CBS, NBC, all these big guys. >>Well, those guys have a little less trouble than the people that actually, uh, they're affiliates, right? So there's 210 TV markets and the, uh, your major networks, you know, they have their own stations. And in a bit, you know, in about 39% of the population, which is about 15 to 20, is it >>Cultural or is a system system problem? >>No, it's a, it's a problem of all the, the media companies are just having trouble moving towards the new technology and, and they're, I think they're siloing it. >>So why not? You gonna let 'em die. Are you trying to do deals with em? >>Oh no, no, absolutely. For us, if we don't make money, unless stations make money, we want local TV to, to flourish. It is local TV is Neilson, just report yesterday, you know, uh, that, uh, local TV is growing. We're taking advantage of that. And I think the station groups are having a little trouble realizing that they have the original, fast channels before Pluto, before Tubi did it in movies. And, and, and what >>Are people understanding in the, in the industry? I know NA's coming up a show. Yeah, >>That's right. >>National associated of broadcasters. What's going on in that industry right now. And you're, if you get to put it down the top three problems that are opportunities to be solved, what would they be? >>Well, I think, you know, I think the, the, the, the last, the, the best one that's left is what we're doing. I have to say it, uh, I think it's worth billions. >>You free TV over the air free and stream >>O TV. Oh yeah. Over the air TV that also works with the internet, right. Public internet connected to public television stations so that everybody, including homeless people, et cetera, that, you know, they don't have a TV, they don't have an antenna, they can't afford comp. They got an >>IPhone though. >>They an iPhone. For sure. And, and so it's, it's, uh, it's a wonderful thing. It's, you know, our national broadcasting and I don't think the station groups or the major networks are taking advantage of it they're as much as they should. Yeah. And, and I don't think, you know, obviously NBC and CBS with their new apps, they're sort of done with that. They did mergers, they got, they got the virtual pay guys. I mean, YouTube TV off the ground, the only thing left is suck another shitload of good, uh, eyeballs and, and advertising. >>Well, I mean, yeah, I think that, that, and what you said earlier around subscription fatigue, I mean, nobody wants to have 20 subscriptions. >>Well, that brings up a whole new other war. That's going on that, thank goodness. We're not part of it's the platforms versus the cable companies. Right. Versus whatever. Right. Everyone's trying to be your open garden or your closed garden. They're trying to get your subscriptions in bundle self bundling it's. But I mean, it's wonderful for consumers, if you can navigate through it. Uh, we wanna, we think we'll have one of the gems in any of that everyone's want local TV. And so we'll supply that we're already doing that. We're supplying it to a couple companies, uh, free cast as a company, uh, app, a universal streaming, you know, manager, your all, all your, uh, streaming, a streaming aggregation, put your paid stuff in, put your free stuff in. They do that. And, and as, as does Roku try trying to do that fire TV, Xfinity's trying to do it. So it's all, it's a new war for the platform and hopefully we'll be on everyone. >>Well, you've been in this industry for a long time, you know, the streaming market, you know, the TV market. Um, so it's, it's good. I think it's a new battle, the shift's happening. Um, what should people know about dig local? BTV what are some of your goals for the next year or two? What are you trying to do? >>Well, what we're really trying to do is make sure that local, uh, local television thrives so that it can support wider communities. It could support hyper local content. So if you're, if you're, and we love the old paradigm and channel change, right? Forget, you know, every other app has all these boxes going by on different rows and stuff. And, and yeah, you can search and find stuff, but there's nothing like just changing channels, whether a commercial's on or, or you, you wanna see what else is on. You know, you're gonna go from local television and maybe all of a sudden, you'll see the local high school play over on another part of the, of the spectrum. And, and what we're trying to do is get those communities together. And the local high school people come over and find the local, you know, uh, Spanish, uh, Nova channel or something like that. >>So local is the new hot. >>It is. Absolutely. And by the way, it's where this high CPMs are gonna go. And the more targeted you get >>Ad revenue, >>I mean, that's for us is, is, is our number one, re we have a number of revenue streams, but targeted ads are really great for local, right? And, and so we're, we're gonna make an announce. We've >>Lost that we've lost that local, I've seen local things that local Palo Alto paper, for instance, just shut down this local sports high school coverage, our youth sports, because they don't budget, right? There's no TV community channels, like some Comcast throwaway channel. Um, we lost, we, we lo we're losing >>Local. No, I think that's a real national shame. And so I think if we can strengthen local television, I think it'll strengthen all local media. So we expect to help local radio and local newspapers. That's a bigger part of the vision. Uh, but I it's gonna happen. There's >>An education angle here too. >>There is an education angle because the bottom line is you can use linear television as a way to augment. Uh, we have a really exciting project going on in New York, uh, uh, with, uh, some of the housing, uh, projects, uh, in Harlem and, and, and the Bronx, uh, their I idea is to have the, the homework channel and they can, and literally when you have a, and both swiping and everything you can have, I mean, literally you can have a hundred schools that, that have things well, >>We know zoom schooling sucks. I mean, that didn't work. So I think you're gonna see a lot of augmentation, right. >>Amazon. >>I was just talking to some people here, AI training, machine learning, training, all here could be online in linear format. >>Yeah. And exactly. And then I think about the linear format is it's discovery television, and you can also, um, you know, you can also record it. Yeah. Right. If you see a program and you want to record it, you sit >>Record. So final minute we have left. I want to just get your thoughts on this one thing and, and ask your question. Are you looking for content? Are you, I outreach at the content providers who, >>Well, we're, we're PRI our primary mission is to get more channel local channels on which really means station groups and independence. We have a number, I mean, basically 50% of the channels in any market. When we move into it are like, this is a no-brainer. I want more eyeballs. We're Nielsen, uh, RA, uh, rated mean we support. And so we, >>How many markets are you in right now? >>We're in 21 now. And we hope to be in, uh, over 50 by the end of the year, covering more than half the United States. >>So, all right, Jim, thanks for coming on the queue. Really appreciate it. >>My pleasure. Good luck >>Recognition. Very disruptive disrupting media, um, combination of over the air TV, local with I internet. Obviously we love that with a cube. We want a cube channel anywhere possible. I'm John furry host of the queue here at AWS summit. Highing all the big trends and technologies in cloud and media back with more coverage after this short break,
SUMMARY :
The CEO of dig also known Okay. Uh, dig is all about, uh, providing, uh, edge video networking for you basically go into each market, Metro areas like New York Philly bay Local TV, and then open that up to everyone. Uh, I like to say we got all the smart and account stuff, you know, the, uh, the infrastructure and the content where I always like to play. I like, I love the store. Well, of course the, the standard issue stuff where you want to store all your data in the cloud. I gotta ask you what's going on in the market? And now you have a consumer choice market where you can I mean, it's all cool, but you know, people only have so much of a big pocketbook. Are you guys have So we started before low cast and we're uh, what we would call a permissions based system, local channels, uh, do well local businesses, you know, with targeted advertising, You see, they have put out of business by the networks, the names, the big names. I mean the big, the big guys, but I mean, because they weren't following the rules, TV, uh, the bottom line. So putting that on the internet and those comp, but the media companies, they have trouble with this new stuff. What's And in a bit, you know, in about 39% of the population, No, it's a, it's a problem of all the, the media companies are just having trouble moving Are you trying to do deals with em? you know, uh, that, uh, local TV is growing. I know NA's coming up a show. problems that are opportunities to be solved, what would they be? Well, I think, you know, I think the, the, the, the last, the, the best one that's left is what we're including homeless people, et cetera, that, you know, they don't have a TV, they don't have an antenna, And, and I don't think, you know, obviously NBC and CBS with their new apps, Well, I mean, yeah, I think that, that, and what you said earlier around subscription fatigue, I mean, uh, app, a universal streaming, you know, manager, your all, What are you trying to do? over and find the local, you know, uh, Spanish, uh, Nova channel or And the more targeted you I mean, that's for us is, is, is our number one, re we have a number of revenue streams, Um, we lost, we, we lo we're losing And so I think if we can strengthen local television, There is an education angle because the bottom line is you can use linear television as I mean, that didn't work. I was just talking to some people here, AI training, machine learning, training, all here could be online in linear And then I think about the linear format is it's discovery television, and you can also, Are you looking for content? We're Nielsen, uh, RA, uh, rated mean we support. And we hope to be in, uh, over 50 by the end of the year, So, all right, Jim, thanks for coming on the queue. I'm John furry host of the queue here at AWS summit.
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John Kodumal, LaunchDarkly | AWS re:Invent 2021
>>Welcome everyone to the cubes, continuing coverage of AWS reinvent 2021. I'm Lisa Martin. We are running one of the industry's most important and largest hybrid tech events this year to live sets to remote studios with AWS and its ecosystem partners. We've got over a hundred guests on the program this year, going deep as we enter the next decade of cloud innovation. We are pleased to welcome for the first time to the cube. John the CTO and co-founder of LaunchDarkly. John is here to talk about modern DevOps with feature management, John, welcome to the program. >>Thanks for having me, Lisa. >>Great to have you on the program. Let's talk a little bit about LaunchDarkly. I know it's been on the cube a couple of times, but it's been a while. Give the audience an overview of LaunchDarkly what it is that you do and what's new. >>Yeah. LaunchDarkly is the leading platform for feature management. We allow developers, product managers, anyone in the practice of building software to leverage feature flags, to deliver better software, faster, a better product experiences through the use of feature flags. >>And one thing that I noticed, um, on the website is you guys have some big customer names square. I noticed I also saw Adidas, NBC, at least you've got some, some pretty big organizations that are relying on LaunchDarkly to deliver and control their software. What can you tell us about it from a customer perspective? >>Yeah. You know, it's an amazing thing. We have over 30% of the fortune 100 using the LaunchDarkly platform for feature management. And, uh, you know, I think it is, it's been incredible to see how basically anyone building software can leverage feature flags to, to, to deliver better customer experience. And so the companies you named, I mean, they're all over the map in terms of the kinds of products they deliver to consumers from, uh, from square to Adidas. I mean, those are totally different companies, but, uh, I think the thing that they all have in common is that they're increasingly becoming they're, you know, they're, they're either already a software company or they're increasingly becoming a software company and that's where we help, uh, our customers, the customers that are, uh, you know, delivering more digital experiences to their consumers >>That is table stakes. These days, you mentioned all software, all companies rather becoming software companies. If they're not probably not going to be around much longer and you, you right. You mentioned, you know, w that's a, quite a variety NBC to Adidas as I talked about there, but in terms of what they have in common, talk to me a little bit about feature management. What is it and how can it help to bridge the divide between the developer folks, the business side of the organization? >>Absolutely. Uh, I think the fundamental thing that, that feature management provides, the simplest thing, that the thing that people first utilize LaunchDarkly for is to separate the, the processes of deploying software from releasing software. So it used to be in, in a pre-launch darkly world, when you deploy a soft, a new piece of software, you package the artifact that you put it out on your service, and then your entire customer base was experiencing that new version of the software. So if things were going wrong, if there was a bug, something wasn't working, right, your blast radius was enormous. Literally your entire customer base was impacted. Um, and one of the things that LaunchDarkly does, the first thing that we do, the first piece of value that we provide is we help you sort of reduce that risk. So when you release a change, you can deliver that change to a much more targeted, smaller, safer cohort of users measure the impact of what's going on. Is it, is it, are there any bugs, uh, are there any performance problems, whereas everything's smooth sailing, and if it is, then you can use LaunchDarkly to rapidly and with a lot of visibility control scale that release and scale that roll out out. And that's the most fundamental value that we provide. >>Big value there. Speaking of value, let's talk about the partnership with LaunchDarkly and AWS. I know you have a lot of experience working with AWS for many years back when you were at Atlassian, but give us an overview of the partnership and that shared developer audience that you're both working with. >>Yeah. I've got a number of years of experience working with, with, uh, AWS. So you mentioned my time private prior to starting LaunchDarkly. I was at Atlassian for many years, uh, and I was added last year. And during that time period where Atlassian was switching from, um, traditional hosting providers to, uh, to public cloud, to AWS specifically, um, and the capabilities that an unlocked, not only for our operations teams, but for our developers were pretty incredible. Um, one of the things that we, uh, we launched almost immediately on my team, uh, was the ability to sort of like preview environments, uh, through AWS hosting and have that experience not happen on the local developers, desktop, but rather in the cloud. Uh, and that was incredibly helpful for improving our velocity and helping us preview changes. Um, uh, since, since starting LaunchDarkly, I mean, we've leveraged cloud and AWS in particular from the earliest days, we started the platform, uh, on AWS and we've been consuming more and more services through AWS and, and seeing more and more value, um, from a partnership perspective, we're incredibly excited because we have a massive number of customers that are either just beginning their public cloud journey or are making significant migrations or significant infrastructure changes. >>And they're using the LaunchDarkly platform to control the release of those changes to mitigate risk. Um, we have customers using us to do migrations from one cloud provider to another, or go through modernization efforts and push change out, uh, safely, uh, as they migrate to a provider like AWS. >>Talk to me about some of the things that you've seen in the last year and a half 20 months, or more probably since the pandemic started, we've seen so much acceleration to cloud so much cloud migration. It's so many companies, not only becoming software companies, because they need to be competitive, but understanding not why move to the cloud. It's when did you, how have you, how have you helped organizations, you know, from the NBCs the media folks to, to the retailers, to, to undergo those migrations safely, but quickly in a time of such dynamics? >>Yeah, I mean, the, that, that is exactly what we saw during the pandemic, a massive amount of change, not just in the move to digital and digital experiences, but also in the need to sort of adapt to rapidly changing conditions. Uh, we had customers, uh, in for example, food delivery that were, that needed to rapidly change the way their software behaved, uh, in response to changes in regulations or guidelines around things like COVID. And our platform really was transformative for many of those organizations, as they sort of, um, needed to become more flexible and adapt, not only to changing rules and regulations, but changing consumer behavior and changing end user behavior. Um, so it was, it was an incredible year. It was, uh, a year that was sort of fraught with uncertainty, but it was a year where, you know, LaunchDarkly, our platform really helped many of our customers, um, sort of navigate the waters and, and figure out how to get, um, the experiences they needed to and the change they needed to in front of their customers rapidly. >>Yeah. Rapid being a keyword of the last 20 years, both 20, 20 years, it feels like 20 years, doesn't it? Two years guardians lived there. Um, but talk to me a little bit about some of the other trends that you're seeing from a cloud perspective. We talked about the acceleration of migration. What are some of the other trends that your customers are facing and how are, is LaunchDarkly helping them to address those trends? >>Yeah, well, one of the trends that we're seeing is, is the rapidity of change, um, is forcing companies that, um, even companies that were really software driven, uh, at their heart, uh, to iterate more rapidly. And I think there's this story around modernization that that is becoming more and more, um, common where you normally think of modernization as sort of like legacy companies, sort of non software driven companies having to make that shift and modernize their software stacks. But the rapid pace of change is, uh, it's shifting things into a world where even companies like, like my own company, like LaunchDarkly are having to modernize our stack. Our company is seven years old. Um, and some of the things that we were doing seven years ago, um, they've been eclipsed in terms of like processes, tools, technologies, and use. And so we've had to go through modernization as well to keep up with the times and to, to give our developers the quality of, of, of tools and processes that they expect. >>I think that's an important point, John, that you bring up is that modernization isn't just for legacy applications, legacy businesses, and that's, and I'll be honest. That's how I normally think about it. I don't think of a company as a young, as LaunchDarkly needed to modernize, but you bring up a point that really what it is, is an ongoing process for businesses in any industry. >>I mean, if you think about the, what the landscape looked like seven years ago and you fast forward to today, um, so many of the practices are different. Um, so even companies like us, we're having to change. I mean, uh, seven years ago, it wasn't really clear, um, that Kubernetes was going to be a platform that was, that was going to end up being the winner and sort of like the orchestration space. And so when we were starting out, um, none of our workloads were, were on Kubernetes. And even today, uh, we're not really significantly using Kubernetes. We're, we're sort of like legacy container-based. Um, and that's just us, we're, we're still a startup and we're still able to move pretty rapidly. Um, but even for us, we're, we're having to sort of revisit the technologies and use and modernize our stack, um, and kind of look around and see what's not working anymore and what we need to change. Um, it's certainly a pace that is massively different from, uh, uh, you know, a company that is, um, relying on a legacy software stack. I don't want to pretend like LaunchDarkly is, uh, I would compare us to a company that's, um, moving off of mainframes and cobalt or anything like that. Um, but it's still, uh, it's still something that we're cognizant and cognizant of and something that we have to invest in, >>But you bring up a good point is that it's it's. And as we talk about this, when we're talking with any vendor about, from the customer's perspective, it's a journey, it's the same thing that you're talking about here. It's, it's evaluating what you have under the hood what's working, what needs to be better as the markets change as the dynamics change as trends change. >>Yeah. That, that's, that's exactly how I think about it. And that's how a lot of these companies that are becoming more software driven are thinking about it too. Just sort of like assessing the catalog of tools and technologies and saying what's working, what's not working. Um, and I, I think one of the trends that we're seeing is that re-evaluation is happening more and more frequently and the frequency of new technologies and tools being adopted, uh, is increasing. And so it's something that you have to spend an enormous amount of effort, um, just to stay ahead of the game and stay ahead of what's what's modern and what's, what's the practices that we've determined are really working for organizations. >>Right? Exactly. So I mentioned a few customers by name that work with LaunchDarkly, but can you tell me an example of one of your favorite customer stories that you think really articulate the value that LaunchDarkly is delivering to your customers across industries? >>Yeah. Um, one that comes to mind is, is true car. Um, true car has been a LaunchDarkly customer for a long time. They're great partners of ours. Um, we have a case study up with them. And one of the stories that they talked about was their own cloud migration. Um, they shifted, uh, their, their workloads from one cloud provider to another and feature flags were sort of instrumental in that. So feature flags allowed them to sort of, um, gate the flow of traffic from one cloud to another. And just sort of like, uh, sort of in real time assess whether things were working or not, as they did that migration, it took a process that would have been incredibly risky, risky, and scary, and made it sort of business as usual for that. Um, so that's a company that I think of, um, that is really, that really understands the value of LaunchDarkly and has really leveraged us to our full potential. >>Awesome. Something I want to ask you about as well, is this concept of release impact compare and contrast that to like the traditional optimization focused AB testing? What's the difference? What are the similarities? >>Yeah. You know, AB testing has been around for a long time, uh, and it's used in software. Uh, definitely in the past decade has grown tremendously, uh, as a, as a piece of the software development experience. Um, but when I think about, um, the practice of building deep product experiences and contrast that to sort of like, um, uh, AB testing on a marketing site and, you know, testing out the layout of a page we're testing out, uh, you know, which call to action button color ends up creating more engagement. That's a very different world than, you know, I'm building a, I'm building a SAS product and I'm building this a new feature within that SAS product. Um, traditionally, um, you wouldn't really AB test that. Um, and part of the reason for that is it's really too expensive to build software. And it's not really a reality that most companies have where they can take a team and have them go build a feature for multiple weeks or months, um, pry it out in production and then say, you know what, that didn't work, um, that million dollar expense that we just made, we're just going to roll that back and, and, and not use it. >>So, um, that's sort of the way I think about the difference between a traditional optimization focused AB testing, where it's, it's sort of like smaller bets designed to move the needle on a metric, um, where if it doesn't work, you can turn it off versus these deep product experiences where when you're more interested in is being more quantitative about the impact of that release, but you're not necessarily interested in, um, sort of like AB testing, uh, focused, optimization, picking a winner in a short period of time. Um, one of the things that we've realized that LaunchDarkly is those are two separate tasks. Um, they're two separate processes and they require, um, different analyses and, and different tools under the hood. And so, uh, we're really excited at LaunchDarkly to be innovating on sort of both fronts. Um, not only just providing a platform for, uh, optimization focused AB testing, but providing a platform where product managers can be more quantitative about the, the capabilities that they're building and not thinking about it in terms of optimization, but just in terms of measuring the impact of the work that they're, they're shipping to customers, >>The impact. And of course, it's all outcomes focus as we talk about with customers and vendors and at any industry, last question, John, for you, as we're coming up on re-invent in-person, what are some of the things that, um, attendees can learn and see at the LaunchDarkly booth? >>Yeah. You're going to learn a lot about if you visit our booth, you're going to learn a lot about sort of like the, the direction that we're taking, which is, um, I think the exciting thing about LaunchDarkly as a platform is we really provide two capabilities for engineering teams. We help mitigate risks. We help you move more efficiently. That gives you more at bats as a team. Uh, it lets you, uh, ship more product and see whether it's working while shortly also they'll provide something on the flip side of that, which is the ability, the ability for product managers to measure whether the changes that they're making are the right changes for their customers. And when you combine those two things in one platform, you get the ability to, for the engineering team to have more at bats, to create more, uh, uh, uh, uh, change in production and see whether it's working. And then you get product managers, the ability to measure, uh, the impact on their customers. And you combine that together. And, uh, at the end of the day, what LaunchDarkly provides is the ability for you as an organization to deliver business value better, um, more quickly, um, through the R and D investments that you're making the software that you're producing. >>And that's critical. I love that baseball analogy more at bats. Fantastic. John, thank you for joining me, talking to the audience about launch directly, what you're doing, the trends that you're helping customers address the partnership with AWS and what folks can learn when they visit the LaunchDarkly booth at re-invent. We appreciate your time. >>Thank you so much, Lisa. I really enjoyed our conversation. >>Me too, for John Coda mall. I'm Lisa Martin, and you're watching the cube continuous coverage of AWS reinvent 2021.
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for the first time to the cube. Give the audience an overview of LaunchDarkly what it is that you do and what's new. product managers, anyone in the practice of building software to leverage feature flags, And one thing that I noticed, um, on the website is you guys have some big customer names square. And, uh, you know, You mentioned, you know, w that's a, quite a variety NBC to Adidas as I talked about there, Um, and one of the things that LaunchDarkly does, the first thing that we do, the first piece of value that we provide is I know you have a lot of experience working with AWS for many years back when you were at Atlassian, Um, one of the things that we, Um, we have customers using us to do migrations from one cloud provider you know, from the NBCs the media folks to, to the retailers, to, the experiences they needed to and the change they needed to in front of their customers rapidly. Um, but talk to me a little bit about some of the other trends that you're seeing from a cloud perspective. Um, and some of the things that we were doing seven I think that's an important point, John, that you bring up is that modernization isn't just for it's certainly a pace that is massively different from, uh, uh, you know, a company that is, It's, it's evaluating what you have under the hood what's working, what needs to be better And so it's something that you have to spend an enormous amount of effort, but can you tell me an example of one of your favorite customer stories that you think really articulate And one of the stories that they talked about was their own cloud migration. compare and contrast that to like the traditional optimization focused AB testing? um, uh, AB testing on a marketing site and, you know, testing out the layout of a page Um, one of the things that we've realized that And of course, it's all outcomes focus as we talk about with customers and vendors And then you get product managers, the ability to measure, uh, the impact on their customers. the trends that you're helping customers address the partnership with AWS and what folks can Thank you so much, Lisa. I'm Lisa Martin, and you're watching the cube continuous coverage
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AWS reInvent 2021 John Kodumal
(upbeat music) >> Welcome everyone to theCUBE, continuing coverage of AWS re:Invent 2021. I'm Lisa Martin. We are running one of the industry's most important and largest hybrid tech events this year, two live sets, two remote studios with AWS, and its ecosystem partners. We've got over a hundred guests on the program this year, going deep as we enter the next decade of cloud innovation. We are pleased to welcome for the first time to theCUBE, John Kodumal, the CTO and co-founder of LaunchDarkly. John is here to talk about modern DevOps with feature management. John, welcome to the program. >> Thanks for having me, Lisa. >> Great to have you on the program. Let's talk a little bit about LaunchDarkly. I know it's been on theCUBE a couple of times, but it's been awhile. Give the audience an overview of LaunchDarkly, what it is that you do and what's new. >> Yeah. LaunchDarkly is the leading platform for feature management. We allow developers, product managers, anyone in the practice of building software to leverage feature flags, to deliver better software faster, a better product experiences through the use of feature flags. >> One thing that I noticed on the website is you guys have some big customer names, Square, I also saw Adidas, NBC, at least you've got some pretty big organizations that are relying on LaunchDarkly to deliver and control their software. What can you tell us about it from a customer perspective? >> Yeah. You know, it's an amazing thing. We have over 30% of the Fortune 100 using the LaunchDarkly platform for feature management. And, you know, I think it's been incredible to see how basically anyone building software can leverage feature flags to deliver better customer experiences. So, the companies you named, I mean, they're all over the map in terms of the kinds of products they deliver to consumers from Square to Adidas. I mean, those are totally different companies, but I think the thing that they all have in common is that they're increasingly becoming... They're either already a software company or they're increasingly becoming a software company and that's where we help our customers, the customers that are delivering more digital experiences to their consumers. >> That is table stake these days, you mentioned all software, all companies rather becoming software companies. If they're not, they're probably not going to be around much longer and you're right. You mentioned that's a quite a variety, NBC to Adidas as I talked about there, but in terms of what they have in common, talk to me a little bit about feature management. What is it and how can it help to bridge the divide between the developer folks, the business side of the organization? >> Absolutely. I think the fundamental thing that feature management provides, the simplest thing, that the thing that people first utilize LaunchDarkly for is to separate the processes of deploying software from releasing software. So it used to be in a pre-LaunchDarkly world, when you deploy a new piece of software, you package the artifact up, you put it out on your servers, and then your entire customer base was experiencing that new version of the software. So, if things were going wrong, if there was a bug, something wasn't working right, your blast radius was enormous. Literally, your entire customer base was impacted. And one of the things that LaunchDarkly does, the first thing that we do, the first piece of value that we provide is we help you sort of reduce that risk. So when you release a change, you can deliver that change to a much more targeted, smaller, safer cohort of users, measure the impact of what's going on. Are there any bugs? Are there any performance problems? Or is everything's smooth sailing? And if it is, then you can use LaunchDarkly to rapidly, and with a lot of visibility control, scale that release and scale that roll-out out. And that's the most fundamental value that we provide. >> Big value there. Speaking of value, let's talk about the partnership with LaunchDarkly and AWS. I know you have a lot of experience working with AWS for many years back when you were at Atlassian, but give us an overview of the partnership and that shared developer audience that you're both working with. >> Yeah. I've got a number of years of experience working with AWS. So, you mentioned my time prior to starting LaunchDarkly, I was at Atlassian for many years, and I was at Atlassian and during that time period where Atlassian was switching from traditional hosting providers to public cloud, to AWS specifically, and the capabilities that an unlocked, not only for our operations teams, but for our developers were pretty incredible. One of the things that we launched almost immediately on my team was the ability to like preview environments through AWS hosting and have that experience not happen on the local developers desktop, but rather in the cloud. And that was incredibly helpful for improving our velocity and helping us preview changes. Since starting LaunchDarkly, I mean, we've leveraged cloud and AWS in particular from the earliest days, we started the platform on AWS and we've been consuming more and more services through AWS and seeing more and more value. From a partnership perspective, we're incredibly excited because we have a massive number of customers that are either just beginning their public cloud journey or are making significant migrations or significant infrastructure changes, and they're using the LaunchDarkly platform to control the release of those changes to mitigate risk. We have customers using us to do migrations from one cloud provider to another, or go through modernization efforts and push change out safely as they migrate to a provider like AWS. >> Talk to me about some of the things that you've seen in the last year and a half, 20 months or more probably. Since the pandemic started, we've seen so much acceleration to cloud, so much cloud migration, so many companies, not only becoming software companies because they need to be competitive but understanding it's not why move to the cloud, it's when. How have you helped organizations, you know, from the NBC, the media folks to the retailers, to undergo those migrations safely but quickly in a time of such dynamics? >> Yeah, I mean, that is exactly what we saw during the pandemic, a massive amount of change, not just in the move to digital and digital experiences, but also in the need to sort of adapt to rapidly changing conditions. We had customers in, for example, food delivery that needed to rapidly change the way their software behaved in response to changes in regulations or guidelines around things like COVID. And our platform really was transformative for many of those organizations as they sort of needed to become more flexible and adapt, not only to changing rules and regulations, but changing consumer behavior and changing end-user behavior. So, it was an incredible year. It was a year that was sort of fraught with uncertainty, but it was a year where LaunchDarkly, our platform really helped many of our customers sort of navigate the waters and figure out how to get the experiences they needed to and the change they needed to in front of their customers rapidly. >> Yeah. Rapid being a keyword of the last 20 years, it feels like 20 years, doesn't it? Two years, 40 and slipped there. But talk to me a little bit about some of the other trends that you're seeing from a cloud perspective. We talked about the acceleration of migration. What are some of the other trends that your customers are facing and how is LaunchDarkly helping them to address those trends? >> Yeah. One of the trends that we're seeing is the rapidity of change is forcing companies that even companies that were really software driven at their heart to iterate more rapidly. I think there's this story around modernization that is becoming more and more common where you normally think of modernization as sort of like legacy companies, sort of non software-driven companies, having to make that shift and modernize their software stacks, but the rapid pace of change is it's shifting things into a world where even companies like my own company, like LaunchDarkly are having to modernize our stack. Our company is seven years old. And some of the things that we were doing seven years ago, they've been eclipsed in terms of like processes, tools, technologies, and use. And so we've had to go through modernization as well to keep up with the times and to give our developers the quality of tools and processes that they expect. >> I think that's an important point, John, that you bring up is that modernization isn't just for legacy applications, legacy businesses, and I'll be honest, that's how I normally think about it. I don't think of a company as young as LaunchDarkly needing to modernize, but you bring up a point that really what it is is an ongoing process for businesses in any industry. >> Yeah, absolutely. I mean, if you think about what the landscape looked like seven years ago and you fast forward to today, so many of the practices are different. So even companies like us, we're having to change. I mean, seven years ago, it wasn't really clear that Kubernetes was going to be a platform that was going to end up being the winner and sort of like the orchestration space. And so when we were starting out, none of our workloads were on Kubernetes. And even today, we're not really significantly using Kubernetes, we're sort of like legacy container-based. And that's just us, we're still a startup and we're still able to move pretty rapidly. But even for us, we're having to sort of like revisit the technologies and use and modernize our stack and kind of look around and see what's not working anymore and what we need to change. It's certainly a pace that is massively different from a company that is relying on a legacy software stack, I don't want to pretend like LaunchDarkly is, I would compare us to a company that's moving off of mainframes and COBOL or anything like that, but it's still something that we're cognizant of and something that we have to invest in. >> But you bring up a good point. And as we talk about this when we're talking with any vendor about, from the customer's perspective, it's a journey, it's the same thing that you're talking about here. It's evaluating what you have under the hood, what's working, what needs to be better as the markets change, as the dynamics change, as trends change. >> Yeah. That's exactly how I think about it and that's how a lot of these companies that are becoming more software-driven are thinking about it too. Just sort of like assessing the catalog of tools and technologies and saying what's working, what's not working. And I think one of the trends that we're seeing is that re-evaluation is happening more and more frequently and the frequency of new technologies and tools being adopted is increasing. And so, it's something that you have to spend an enormous amount of effort just to stay ahead of the game and stay ahead of what's modern. The practices that we've determined are really working for organizations. >> Right, exactly. So, I mentioned a few customers by name that work with LaunchDarkly, but can you tell me an example of one of your favorite customer stories that you think really articulate the value that LaunchDarkly is delivering to your customers across industries? >> Yeah. What comes to mind is TrueCar. TrueCar has been a LaunchDarkly customer for a long time. They're great partners of ours. We have a case study up with them. And one of the stories that they talked about was their own cloud migration. They shifted their workloads from one cloud provider to another and feature flags were instrumental in that. So, feature flags allowed them to sort of gate the flow of traffic from one cloud to another and to sort of in real-time assess whether things were working or not as they did that migration. It took a process that would have been incredibly risky and scary, and made it sort of business as usual for that organization. So, that's a company that I think of that really understands the value of LaunchDarkly and has really leveraged us to our full potential. >> Awesome. Something I want to ask you about as well, is this concept of release impact. Compare and contrast that to like the traditional optimization focused A/B Testing. What's the difference? What are the similarities? >> Yeah. You know, A/B Testing has been around for a long time and it's used in software, definitely in the past decade has grown tremendously as a piece of the software development experience. But when I think about the practice of building deep product experiences and contrast that to sort of like A/B testing on a marketing site, you know, testing out the layout of a page, we're testing out which call to action button color ends up creating more engagement. That's a very different world than I'm building a SaaS product and I'm building this a new feature within that SaaS product. Traditionally, you wouldn't really A/B test that. And part of the reason for that is it's really too expensive to build software. And it's not really a reality that most companies have where they can take a team and have them go build a feature for multiple weeks or months, pry it out in production and then say, "You know what, that didn't work. That million dollar expense that we just made. We're just going to roll that back and not use it." So, that's sort of the way I think about the difference between a traditional optimization focused A/B Testing, where it's sort of like smaller bets designed to move the needle on a metric where if it doesn't work, you can turn it off versus these deep product experiences where what you're more interested in is being more quantitative about the impact of that release, but you're not necessarily interested in sort of like A/B testing focused optimization, picking a winner in a short period of time. One of the things that we've realized at LaunchDarkly is those are two separate tasks, they're two separate processes, and they require different analysis and different tools under the hood. And so, we're really excited at LaunchDarkly to be innovating on sort of both fronts, not only just providing a platform for optimization focused A/B Testing, but providing a platform where product managers can be more quantitative about the capabilities that they're building and not thinking about it in terms of optimization, but just in terms of measuring the impact of the work that they're shipping to customers. >> The impact, and of course, it's all outcomes focus as we talk about with customers and vendors and at any industry. Last question, John, for you as we're coming up on re:Invent in-person, what are some of the things that attendees can learn and see at the LaunchDarkly booth? >> Yeah. You're going to learn a lot about, if you visit our booth, you're going to learn a lot about sort of like the direction that we're taking, which is I think the exciting thing about LaunchDarkly as a platform is we really provide two capabilities. For engineering teams, we help you mitigate risks. We help you move more efficiently. That gives you more at bats as a team. It lets you ship more product and see whether it's working. LaunchDarkly also though provide something on the flip side of that, which is the ability for product managers to measure whether the changes that they're making are the right changes for their customers. And when you combine those two things in one platform, you get the ability for the engineering team to have more at bats, to create more change in production and see whether it's working. And then you get product managers the ability to measure the impact on their customers. And you combine that together, and at the end of the day, what LaunchDarkly provides is the ability for you as an organization to deliver business value better, more quickly through the R&D investments that you're making, the software that you're producing. >> And that's critical. I love that baseball analogy, more at bats. Fantastic, John, thank you for joining me talking to the audience about LaunchDarkly, what you're doing, the trends that you're helping customers address, the partnership with AWS, and what folks can learn when they visit the LaunchDarkly booth at re:Invent. We appreciate your time. >> Thank you so much, Lisa. I really enjoyed our conversation. >> Me too, for John Kodumal, I'm Lisa Martin and you're watching theCUBE's continuous coverage of AWS re-Invent 2021. (upbeat music)
SUMMARY :
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Pierluca Chiodelli & Gil Shneorson, Dell Technologies
>>Welcome back to Dell Technology World. 2021. Del Tech World. The virtual edition. My name is Dave Volonte. We're gonna talk about the Edge. Very excited to invite Pierluigi Deli, who's the Vice President, Product management for the Edge portfolio. Adele and Gil Schwarzman, who is the Senior Vice President. Edge portfolio, also with Dell Technologies Gentlemen. Great to see you. Welcome to the cube. >>Thank you. Thank >>you. You see you, >>Yeah, great to see you guys to which we were face to face, but maybe maybe in 22 Gil, let's start with you. The edge is very exciting. Uh, it's, you know, not really defined, it's very fragmented, but it's there, you know, it's kind of, you know, it when you see it, what do you get excited about when you think about the edge? >>Yeah, I think uh there's two elements. The first one is that we all live at the edge. In other words, the areas we deal with our around us every day will show up um when we uh, you know, when we consume when we drive. So it's a, it's a very physical type of activity. We know it's there. What's really exciting motive to me is that you started with talking about fragmentation right on the bet. Um, it is a great opportunity for the technology is to add value um because it's so fragmented because it's so new because it has developed and evolved the way it is. We see an amazing opportunity for us to add much more value than we do today and solve problems that have yet to be solved in the industry. >>And it's an exciting, it's almost like an infinite playground for a technologist. You >>dave, I think that's exactly what we find out. The Edge is very exciting. There is a lot of motion, especially due to the pandemic and other things. Big factor that accelerate innovation at the edge but this is an inorganic acceleration and what it kills for one of the most of our customer is also confusion, right? They need to apply multiple solution but not very organized. So you try to solve the outcome like having the right production on the, on your line because demand is surging but you don't have an organic things to do that and solve the problem. So you see a lot of silence coming in for each one of the solution and that's what Gil was referring. That's a great opportunity for us as dealt with the breath of the portfolio we have and what our team that is a new team is focusing doing is to bring that idea to be able to consolidate multiple things at the edge and process things at the edge. >>We did a an event cube, had an event called the Cuban cloud and Q one and we had john Rosen and the title of segment was something like gaining the technology edge And we were kind of freaking out on, on the tech at the edge. Uh it might take away there was trying to like what is the edge? It's like, well it's the place where it makes most sense to process the data and so that brings up a lot of challenges. There are technical challenges and there are business challenges. I wonder if we could sort of dig into those a little bit. How do you guys look at that? Maybe gil you want to start maybe on the business side and then we can dig a short, right >>the way things evolved if you think about it, um, at the edge of very vertical lesson because of that they're very use case driven And so in every industry possible you start with some business person making a decision whether they have a need or they want to grow their business. And so for example they would buy an applying to do fraud protection in retail or detection retail or they will apply an application to medical robotics in the factory. And it would come with its own gateway in plant compute in a cloud portal and then you do it again and again and again every time you have a business opportunity all of the sudden you have this proliferation of I. T. Type equipment at the end where it's it's the worst place to have it really because you don't have the right I. T. Resources and you are um in the need to protect it in a much more um in a different way than you do in a data center. And so all of that brings to bring us to a point that you know we see an opportunity to simplify. Um And so not only simplification and this is you know simplification or simplicity is the most important driver for any I. T. Purchase. Um Things that are simple are the easiest that the most economical to operate the next demand that we see from a customary security because things are at the they have a much more um you know extended attack surface um they need to be connected to networks, they need to be connected without I. T. Staff. So if you can simplify insecure you can really unlock amazing value by processing data where closely to where it's created without it. You know we were seeing this opportunity as businesses but we can we get to it because there are so those two hurdles in front of us. >>So when you say thank you for that bill, when you think about, when you hear you hear a lot about AI influencing at the edge and and if you think about AI today much of the work is modeling, it's done in the cloud, but you're not going to be doing A i influencing in real time in the cloud, you know, take the autonomous vehicle example, so that brings some some technical challenges. Um, there's obviously data challenges. I'm curious as to how you think about that. I mean we always talk about how much data is going to be persisted, I think Tesla persists like five minutes of data, right? But some of it is gonna go back, that's true, but a lot of it is going to be processed real time and that's just really different than the way we typically think about. Yeah, >>absolutely. So at the Edge, especially in manufacturing, we see right now or in a uh, another use case, it's very important to get the outcome very quickly. Now. You don't use that a deep learning model for that. You need to just understand, for example, in a computer vision use case where you take the image of your production line, you actually to your point dave you not keep those image when you keep the image where you have the defect. But you need to process that. Ai Ml needs to be intelligent enough to understand that you have a defect and send that image them to the club. So the search of the data at the edge is a very important factor and why you need to process data, the Edge because your point, you can't wait to send to the cloud and I'm waiting right? Um, Tesla is a clear example of that all the autonomous car where you need to react instantaneously to change. But in manufacturing for example that is our focus for now is for example the robots that if you need to optimize the robot, you need to have a immediate understanding of where the pieces are and when they need to put in the tolerance need to be act immediately. Otherwise you come out with the thousands of pieces that they are not in the right tolerance. So at the end of the day, what we see is not only the search of the need of processing ai ml to the edge but also the need of a new type of compute at the edge. So in the past was just Gateway and you get the gate when you send the data to the cloud. Now it's a form of a new computer that come as also GPU capability and other things to process the data. So very important. And I think the Dell especially we are very focused on that because is uh is really where the customer need to extract the value. >>Thank you. And Gil I want to get into the unique value proposition to tell what makes you distinct. And it's uh I infer from your comments, your strategy you said is to simplify and so I see two vectors. There. One is to simplify at the edge. The other is to where we're needed, connect that edge, whether it's on prem public cloud across cloud, that kind of simplification layer that abstracts the complex, the underlying complexity. Uh Maybe you could talk about your strategy and what makes you guys different. >>Sure. Um We've been talking to a, well we always talk to our customers and we've been doing business at the edge for many many years. Um You know let's call it coincidental were very large company we have reached, we serve our customers so when they decide to buy something for their you know environment, they come to us as well as other vendors and we win a percentage of the time based on our market share. Um But when we decided to take another look at how can we be even more relevant? We started talking to a lot of them great depth. And what would we do we discovered was the problem I talked about before, the problem of complexity, the problem of security and the problem of you know choice. And so our focus is to do what we do best. We at the end of the day we're an I. T. Company. Um and our our customers for the most part our I. T. People and we see them dragged more and more into edge projects because customers need to connect edge to the network and they need to security and that's how it starts. And so those worlds of I. T. And OTR coming together and their coming together applying best practices which is exactly what we know how to do. And so because of that we think that they need to think about architecture versus unique silent solutions architecture can support multiple use cases that can grow with time, consolidate more and more use cases as they grow. Simplify what they do by applying you know tried and true or tried and true best practices in a secure manner. So the deal approach would be doing that taking a more architectural approach to the adverse as a use case and then just like you predicted um meet the customers where they are from an application stand book. And so we we know that a lot of applications are growing and development on a hyper scale or public clouds. We would like to connect to those. We would like to allow them to keep working as they have except when they run into the edge. Think about environments that could consolidate multiple workloads and not solve it for each one at the same time. And so that would be our overall approach. That's what we're working on. >>Yeah. Okay. So that horizontal layer, if you will uh to to to serve many many use cases, not just you're not gonna go a mile deep into one and be the expert at some narrow use case. You want to be that horizontal platform. But at the same time, look, I wonder does does that call for more program ability as we over time of the of the products to to really allow people to kind of design in that flexibility if you will build my own. Uh is that something that we can expect? >>Yeah, absolutely. So uh we spoke a little bit about this before the interview and the things that is very important is compose ability starting from a very small from factor to the cluster and then expand to the cloud is a fundamental things and a trend that we see. The fact that you can compose the infrastructure um starting from a small gateway that is changing in this market, right up to the cloud and be able to use the same layer that allow you to run the same application is the fundamental things and we are working on that. Um we are working on this vision and our strategy is really to be able to be transparent but provide the right building block to do all the use case that they are required where the data are. So we again, not only meeting the customer but meeting where the data are, what the customer wants out of those data. So that's a fundamental things. And you know, we we have project Apex. So obviously we are plugging into the project apex from an edge point of view, will allow the customer to have this unique experience to go in Apex and also deploy the edge infrastructure that is needed. So that's that's we started right now with that. So we will touch later, but that's the first building block of that journey. >>Actually, let's touch now you've got some news around Apex and and and and talking what are you announcing? So >>we are very exciting because as I said, our team is, it's pretty new and um, it's a very important investment that Dell makes uh not only in us as a team but as a motion. Um, so we are announcing a reference architecture with PTC. PTC is the one of the biggest company for actually based here in boston uh for manufacturing and reference architecture will be run on based on apex private cloud so the customer can go to the portal, order, order apex private cloud and deploy deploy PTC on top of that. So, very important things is that the first step in this journey and but it's an important, very, very important steps. So we want to thank you also PTC to allow us to work with them. Um, we have other stuff as well that we are announcing. Um, I don't know if you are familiar but we have a very unique streaming data platform, um, streaming data platform that can stream multiple data collected from Gateway from every place. And uh it's a need obviously when you need to process data in real time, very important to have a streaming, what we're doing with the new streaming data platform approach is the ability to deploy single note. So it can be very appealing for the edge and up to free notes and last but not least gil if you want to speak about our other partnership is very important. >>Sure. Um once we started looking more in depth into manufacturing, we discover that this market is today served by combinations of um oT vendors, people who make equipment? S eyes, people who consult on integration and um and you know, a lot of SVS that make up this ecosystem and people like ourselves. And so one of the things that we decided to do is partner with accenture, accenture Industry X practice to bring our joint value to customers. We started by investing in in a five G lab. They have four industry act. So you know the usage of five G. Manufacturing industry and we will still we will expand that and work on that as a as a joint offer for our joint customers going forward. So we're really excited about this because we feel that consolidation needs to happen not only technology but also in the partnerships, we need to partner if you want to bring true value to our customers and that's the first step, >>awesome. That's great. So a couple of comments on that. So it's funny, we did the live work show in the cube a couple years ago. PTC is a big, big event and it was like it was the edge and I remember looking around saying where's all the vendors? So that's great to see you guys leaning in like that parallel to the streaming platform. Tell me more about that. What's the tech behind it? >>Uh So the streaming data platform is a project that we start a couple of years ago is actually uh start from open source Provida. Um it's uh it's a very interesting technology where you can stream multiple data, it is not a traditional storage, ah use a technology that can ah really collect thousands of different streams and that's very important when you need to mind the data, bring the data um in the structure data in a inefficient that you, you can process them at the real time. It's very important. So um there are very cool use case of that. But now that we look at the edge, this is make more and more tangible sense because we have a lot of partners that they're working with us, especially to extend when you have all this sensor, you bring the data to the gateways and from the gateways then you can use data streaming platform to collect all these dreams and then you can easily process them. So it's a very fundamental technology, we are very proud of that. Um as I said, our enterprise version uh is getting more and more and now we can land this on different architecture, so it is, it can be backed up by an Iceland. Uh it can be also on different storage type now and as I said, we're looking now to bring from a what was a data center kind of structure down to the edge because now we can put a single node up to three notes, >>it makes a lot of sense. Is this like a Kafka based thing or open source or is it something you guys built or a combination? >>It's a combination. We actually project. The project is an open source project, but we did that, we start this many years ago and um he works with Kafka, but he's not Kafka. So it's, it's a he has plugging that can work with Kafka and all the other things and, and it's very easy to deploy. So it's a very, very, very important. And the other things is the scalability of this platform. >>I mean, it sounds like the kind of thing you had in the labs and you said, OK, this is going to be important. That boom all of a sudden the market comes to you as if you pop it right in. And then of course, the accenture of relationship deep, deep industry expertise, so that makes a lot of sense. 55 Gs happening a different world the next 10 years in the last 10 years isn't it? What is it about manufacturing? Why why did you start there? >>I can take this. Um We looked at where the opportunity was from two perspectives. One is where the opportunity, what the opportunities to sell, even the other one obviously comes with it because there is an opportunity to have and manufacturing today at the edges about 30 of the opportunity in sales according to NBC but more so it's been around for the longer time and so they it's very it's maturing um it's the most demanding. Um and you know, it's got very long horizons of investment and what we did was we figured that if we can solve problems for industry we can then extend that and solving for everyone years. Because this would be the toughest one to solve and we like challenge. And so we decided to focus and go deep. You said it before? Well, our approach is definitely horizontal approach. We cannot take a horizontal approach without vertical izing and understand specific needs. So nobody can avoid doing both at the same time. You need to understand. But you also want to solve it in a way that doesn't proliferate the silos. So that's our role. We will understand what we will make it more generic so other people can never get later on >>and David, if I cannot. Uh I think the manufacturing is also very exciting for us as a technologist, right? Uh and uh Dell technology as in the name the technology. So it's very exciting because if I look at manufacturing, we we are really in the middle of a industrial transformation. I mean it's a new era. Um If you think about um nobody care in the past to connect their machinery with that the F. P. L. C. To the network. All of this is changing because the life that where we live right now with the pandemic with the remote working with the fact that you need to have a much more control and be able to have predictive matters. So you're not stopping your manufacturing is pushing the entire manufacturing instrument industry to connect this machine and with the connectivity of this machinery you get a lot of data. You get also a lot of challenge. For example security. So now that's the place where connectivity brings the I. T. Aspect in and U. T. Guys now they're starting to speak with because now it's a more complex things right? It's not any more computerized competitor eyes only to one machinery specific is the entire floor. So it's a very interesting dynamics >>is the connection between that programmable logic controller and the Dell solution is you mentioned to secure better security and I presume it's also to connect back to whatever the core or the cloud etcetera. Is it also to do you know, something locally? Does it improve? Is their value add that you can provide locally? And what is that value add? >>Absolutely. So the value, as I said, um if you think right in the past right, you have a machine that uh, probably stay in the manufacturing for 2025 years, then you have an artwork attached to that machine that it is the P. L. C. About 11 years. The guy that he knows better about that machine is actually not the software component on. But he's the guy that has been working on that machine for 15 years now. How you translate that knowledge To a learning algorithm that actually can do that 4000 of machine. And and that's really the key right. You need to centralize information, process those information but not in the cloud, not in the central data center, but on the manufacturing floor. And you need to have a way to represent these things in a very simple way. So the plant manager can take action or the or the guy that is responsible for the entire line can take action immediately. And that's where the changes is not anymore to is trying to extend that knowledge to multiple machine multiple floor and try to get this change immediately. So that's really >>so the PLC doesn't become a general purpose computer or even necessarily the Uber computer. It connects to that capability because that enables data sharing across clouds and that's >>enabled the entire things. You know, you you can't do a model just with one source. You need to have multiple sources. Um, and also think about the manufacturing is changing not only for the machinery, but people that they build new manufacturing right? They need to be smart building. They need to have a technology for being more green solar energy consumption. So the manufacturing itself is mean five or six different things that you need to solve. It's not just the machine. So this idea of the silence environment is started to collapse in one and that's why it's important for us to start from a vertical, but also in the manufacturing, you already see this will expand to multiple things. Also like smart building another thing because they need it. >>Yeah. The red guilt to your point manufacturers like the Big Apple. If you can make it there, you can make it anywhere and you've got adjacent seas, you can, you know, you can take the learnings from manufacturing and apply them to those adjacent industries. Uh, give us the last word. >>Um, look, usually when we talk at the technologies world, we talked to an I. D. Audience and we were, we're thinking this year that the way to talk about edge, at least with the people who traditionally buy from us is exposed them to the fact that they are more and more are going to be responsible for projects. And so our advice would be our hope that they would partner with us to think ahead. Just like they do with data center with their cloud strategy, think ahead as they think about their edge and try to set up some architectural guidelines. So when they do get the request, they're ready for it and think about what they think about the best practices that they applied, all of that is coming to them. They need to be prepared as well. And so we would like to partner with all of our customers to make them ready and obviously help them simplify secure, consolidate as they grow. >>Well guys, thank you, I learned a lot today. I you made a lot of progress. You know, this is the hallmark of Dell, right? It's a very high, let me make sure I get this right, very high due to say ratio right. You guys talked about doing this, you know, a couple a couple of years ago, uh, and you've made a lot of progress and I really appreciate you coming in the cube to explain the strategy. It makes a lot of sense. And so congratulations and uh, good luck in the future. >>Thank you. >>All right. And thank you for watching everybody. This is Dave Volonte for the cubes, ongoing coverage of Del Tech World 2021. The virtual edition. Keep it right there, right back, >>mm.
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Welcome to the cube. Thank you. You see you, Yeah, great to see you guys to which we were face to face, but maybe maybe in 22 Gil, What's really exciting motive to me is that you started with talking about fragmentation right on the bet. And it's an exciting, it's almost like an infinite playground for a technologist. So you see a lot We did a an event cube, had an event called the Cuban cloud and Q one and we that the most economical to operate the next demand that we see from a customary security I'm curious as to how you think about that. example of that all the autonomous car where you need to react instantaneously to change. across cloud, that kind of simplification layer that abstracts the complex, And so our focus is to do what we do best. in that flexibility if you will build my own. that allow you to run the same application is the fundamental things and we are working on that. So we want to thank you also PTC to allow And so one of the things that we decided to do is partner with accenture, accenture Industry So that's great to see you guys leaning the gateways then you can use data streaming platform to collect all these dreams and then you can Is this like a Kafka based thing or open source or is it something you guys built or a combination? And the other things is the scalability of this platform. the market comes to you as if you pop it right in. Um and you know, it's got very long horizons of investment and the past to connect their machinery with that the F. P. L. C. Is it also to do you know, something locally? So the value, as I said, um if you think right so the PLC doesn't become a general purpose computer or even necessarily the Uber but also in the manufacturing, you already see this will expand to multiple things. you can make it anywhere and you've got adjacent seas, you can, you know, you can take the learnings from manufacturing and apply the fact that they are more and more are going to be responsible for projects. You guys talked about doing this, you know, a couple a couple of years ago, uh, And thank you for watching everybody.
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Mark Lohmeyer, VMware and David Brown, AWS | VMworld 2020
>>from around the globe. It's the Cube with digital coverage of VM World 2020 brought to you by VM Ware and its ecosystem partners. Hello and welcome to the Cubes coverage of VMRO 2020 Virtual this The Cube Virtual I'm John for your host, covering all the action for VM World not in person. This year it's virtual, so we're bringing you the virtual interviews remotely. We've got two great guest here. Marc Lemire, senior vice president general manager of the Cloud Services business unit at VM Ware and David Brown is the vice president for two at AWS Amazon Web services. Both Cube alumni's great to see you guys remotely Thanks. Coming on eso i first vm worlds not face to face. Usually it's great event reinvents Also gonna be virtual again. It's, you know, we're gonna get the content out there, but people still gotta know the news is gonna know what's going on. Um, I remember three years ago, I interviewed Pat Kelsey and Andy Jassy in San Francisco on the big announcement of AWS and VM Ware Uh, vm ware on a W s. Really? Since then, what a great partnership Not only has VM where have cleaned up their clarity around cloud. But the business performance mark has been phenomenal. Congratulations. All the data that we're reporting shows customers are leaning into it heavily Great adoption and super happy success. A US congratulations as well for great partnership. Mark three years, Uh, with the industry defining partnership. Ah, lot of people were skeptical. We're on the right side of history, I gotta say, we called >>it. That's right. It's an update. Yeah, No, look, we're super excited. Like you said, It's the third year anniversary of this game changing partnership and look, the relationship could not be stronger right across engineering the product teams to go to market teams really getting stronger and deeper every day. And at the end of the day, you know, of course, what it's about is innovating on behalf of our customers, delivering compelling new capabilities that allow them thio, migrate and modernize. And, you know, look, we're just really pleased with the partnership, right? And I think, as a result of that depth of joint engineering, building and delivering the service together, you know, we're proud to be able to say that it addresses are preferred public cloud partner for the Starbase workloads. >>You know, I remember at the time David talking to Terry Wise Ah, native West Side and Andy, of course on Ragu the architect for this vision of the partnership. And this changed how vm Ware has been doing partnerships on. I want to talk about that because I think that's a great use case of what I call the new cloud native reality that everyone's living in. But before we get there, Mark, there's some news tied around AWS and VM. Where could you take a minute to, uh, share the news around what's going on with VM World 10 0 You got connect. You got all kinds of enhancements. Just the update on the news. >>Yeah, sure. So you know, we continue Thio, listen closely to our customers and continue to deliver them new value, new capabilities and a few things we're gonna highlight at being world. The first is we've heard from many customers, you know, they love the ability to rapidly migrate their visa service workloads to the AWS Cloud and VMC on AWS is really a game changer. From that perspective on dso that continues to be really, really compelling use case for many customers. But what they've also said to us is, Look, it's not just about migrating to the cloud. It's also about migrating and then modernizing. And so, together with AWS, we have really brought together the richest set of tools for our customers to enable them to modernize those applications. Of course, we've talked about before. Customers have access to the full rich set of AWS services on Ben within VM or called on AWS. We're now announcing support for native kubernetes capabilities within VM Ware Cloud in eight of us taking advantage of the VM Ware Tansy Communities, good service. So we're really excited about bringing that that service in particular to our joint customers and then three other kind of key innovation that we're going to be talking about is around networking, right? And as our customer environments get larger and larger and they're looking to create a fairly sophisticated apologies between their on Prem Data Center between multiple VMC and AWS instances and between perhaps multiple native aws vpc s, we've done a lot of work together to really simplify the way that customers can connect all those environments together. Onda, maybe Dave wants toe talk a little about that. >>It did chime in. What's What's the news on your end to? What's the relationship and an update from the Amazon side for VM World? >>Yeah, absolutely. I mean, the partnership has just been incredible working with being where Right, Right? Right from four years ago, when we first started with the idea of what could be a W s and beyond where do together. I think we've seen really deep engineering engagement, but also leadership engagement on support from leadership on both sides was really set. Set us up for the partnership that we have today, which has been phenomenal. You know, Mark was just talking about the transit connect feature that beyond whereas adopting and what you really seen, there is years of innovation on the networking side of the sea to where we've really understood deeply what customers need from a network. Understood the fact that they're trying to recreate some of those large networked apologies that they're doing on premise on, then trying to support them in a cloud way of supporting them in a cloud about, like, way. And so, you know, transit gateways to service under the hood that we released about two years ago. It reinvent. And so what we've been doing with being where he's working out. What is Transit Gateway mean within the VM Ware environment? And so really bringing customers that that rich connectivity that they need? You know, whether it's between the BBC's between the VM Ware environments, even back to on Prem or between regions on DSO. That's what transit connect now on being where it's gonna be utilizing and bringing to customers we're pretty excited about. You know what that means for our customers? >>You know, one of the trends I see coming out all the announcements. David, I want to get your thoughts on it because we talked briefly a few months ago, uh, for your summit virtual. But I want you to kind of put it in context of VM Ware because you're seeing virtualization of physical things. You know, Nick's with Project Monterey and all that stuff with within video and software. You see to you guys have seen this vision not just compute, but you talk about networking. You know, you have the really the first time this convergence of physical own software virtual and This is not new to you guys. I know this is the premise of Amazon Cloud. First, you have the building blocks as three NBC too. But now a slew of other services. But this trend is gonna continue. Certainly with covert and work at home, there's mawr need firm or compute more different kinds of compute. You got the physical layer from the network of the devices. This isn't gonna go away. I mean, I would just need some interviews about Space Force, and they're talking about software to find, um, devices you can't do break fix in the space. So you know all this is gonna be done with software and this idea of the physical virtual coming together I mean, I know I love the Virtual Cube were not in person, which we were. But this virtualization trend around the hardware this is this'll is all about the sea, but the sea spinning for years. How does that relate >>to be inward customer? So, I mean, I think the VM ware customers experience which realization right long before ec2 was around as well. When being we're back in the day with being workstation, uh, it's it's kind of central to what they've been able to do, you know, being able to virtualized environments, being able to stand up environments ready very quickly on a physical machine is what the English board for the customer, Easy to started in a similar place. You know, the strength of the C two is being able to get a B m in a few minutes. Andi, you know, we've just grown the what we can support in a virtualized world. So you think about where we started with very simple machines, you know, today is supporting things like HPC and and advanced. You know, accelerators like GP use. And if p g A s and so we've already pushed the virtual world now, interestingly enough, you know, Vienna is obviously doing the same thing with their hyper visor. You know, many, many happy customers there. The really interesting thing it was through the innovation that we were doing on the easy to side to work out. How do we really get the most out of virtualization? Historically, virtualization is being played with things like jitter and just performance. You couldn't really get the network performance there with CPU would stall and those are sort of the old issues. The cloud in the innovation we've been doing is largely gotten rid of those. And so it's actually almost the the the ability to remove the virtualization from easy to. That really was the ingredient that enabled us to allow VM Ware to run on this. And so that's where it all started. Back in late 2016 we started to work with my team saying, You know, we've actually built the ability through our nitro system, um, to not require our virtualization layer. And then we could replace that virtualization with the VM Ware virtualization layer and that that set us up for what we have today, right? That that made VM ware on AWS a reality that gave the VM Ware customer you know, the full VM ware virtualization support, which is what the applications have been. Both Paul, that's what they've really come. Thio love. I don't want to change all of that when they moved to the cloud and so being able to move those workloads to the cloud for being where you know on on AWS and and get the benefit of great hardware design together with the great opera visor from being where obviously, it's a virtual the end of the day with a lot of innovation that we need to make him that >>mark. I wanna get your thoughts on this because I remember when we again years ago when we covered it again on the right side of history of the prediction, we said It's gonna be a great thing, afraid of us. And the end where some of the other commentary was at that time was Oh, my God. VM was lost at the capitulated Amazon is gonna suck all the thousands and thousands of VM where customers into the cloud and they're gonna eat him up in Vienna. Where is gonna be sitting there? Uh, you know, inside of the road. Okay. Not the case. Your business performance has been exceptional. Okay? The customers have been resonating with the offering. It's been a win win. Can you talk about the business momentum and how this continues to go? Because again, everyone got it wrong on that side. This has been exactly how you guys had heated up. I mean, a little bit here, and they're not exactly, But from a business perspective, it hit the mark. What's your thoughts? >>Yeah. No. Look, we've been incredibly pleased that the customer adoption that we've seen for the service, um, in fact, you know, the total workload count on the service has increased by over 140% versus this time last year, right? So clearly, customers are adopting the service at a large scale on growing rapidly. But I think you sort of feel that killed that back a little bit, right? It's It's really driven by three use cases and the value that we're able to deliver the customers right? And so if you're a customer, that's gotta be severe based workload in your own data center, and you want to move to the AWS Cloud. You know the fastest, lowest cost lowest Chris Way to move that workload is using VM Ware Cloud on AWS, right? And so it's that use case. It's powering a lot of that consumption. Another interesting use case that Xdrive in a lot of demand and that we continue to invest and expand is disaster recovery, right? So there's some customers that still want to run some more clothes in their own data centers, but they'd like to build leverage the public cloud as a target for disaster recovery. And you think about it you're talking about, you know, Cloud delivered as a service and the elasticity and all of those benefits. Those really playoff strongly in the d r use case where you Onley really want to spend up that capacity in the scenario where you actually need it, right in the case of a natural disaster. And so VM were recently acquired a company called Atrium and we're using that technology to enable a new service we call VM Ware. Cloud D are on top of the VMC on AWS offering, and this is a really powerful capability because it allows our customers to significantly reduce the cost of disaster recovery by taking advantage of AWS is low cost s three storage, combined with some unique capabilities in the day trip service that allows us to store the V M. D. K. Is very cost effectively on the next three storage. And then, in the case of a disaster, we can spin up those hosts. You know, they've talked about the nitro host. I've been spin up those bare metal host with the being more hyper visor on it and automatically restart those workloads without requiring any. VM conversion is because, of course, it's all all these fear based, right? So you know, it's so we're really pleased with the business performance, but you know, sort of behind that, of course, is the value that we can deliver to our joint customers together. >>You know, the integration thing is interesting again. I think the success is that there's a partnership at the highest levels and trickles down into engineering. David, talk about what's next for AWS because, you know, after cloud, you've got cloud native integrations. They're gonna be needed across more partners and more customers. Um, but they don't wanna do the heavy lifting, right? So So if I'm a customer like, hey, you know what? I just want Mawr Cloud scale. I want more cloud capabilities, but I don't want to do all this integration. How does how does Amazon view that conversation? Because again, that's one of the things that every interview, every reinvent every time I talk to Andy and the team. It's undifferentiated, heavy lifting what our customers asking for free from from you guys. VM, where customers and What's the What's your thoughts on this? What do you guys thinking about right now? >>Absolutely. I think market head on a couple of key points there as well or at the customer in this case, off. I have a workload today that I run in my data center or running a cola facility, whatever it might be. And I run it for many years, Um, in many cases working with customers in industries like healthcare and finance. You know, where they've actually had these thes applications qualified or certified? I'm to actually one on that hardware. And so, you know, requiring them to move to a different hyper visor is obviously a ready they'd lift and may slow down the ultimate migration to the cloud. Um And so having vm ware cloud on AWS and the ability to say to those customers, you know, just bring your application and you'll workload and and honestly the benefit of the entire ecosystem that VM Ware provides and come and enjoy that on AWS and burst into aws eso that's just been enormously beneficial for our in customer, For AWS is probably aware. I think that's the thing that really makes the partnership incredibly strong. And from there, you know, these customers can pivot. And so one of the things that we've been doing together with Vienna, where is ongoing innovation? Right. So we recently just launched, um, support for our I three n uh storage instance type, which offers up to 50% discount storage per gig with VM ware. And there's a lot that went into that behind the scenes to make sure that that instance type is perfectly tuned for what VM were needed for their end customer. We're very excited to get that out. There are many, many customers so excited about the benefit that that brings to them, right? So they're getting all the benefit of AWS innovation while they keep the benefits that they've been enjoying on the VM Ware side. Um, and you know, that speaks to the largest sort of approach that AWS has taken in in several industries across several industries. Right being where, I think is probably the best example of that. But if you look at many other areas like our networking products, customers will often come to us and say, you know, I love using a certain type of load balance. So I love using this firewall. Um, you know, within my environment. And we have great partnerships of all those companies to say if your customer, while joint customer, wants to use whatever appliance, whatever application, you know, we have a full market place full of thousands of applications that are all certified to run on us. We want to make sure we can meet those customers where they are and simplify the immigration story for them as much as we can. >>All right, So I gotta put you guys on the spot. Mark will start with you, but you can't get the same answer. Um, to the same question. The question is, what are the customers most happy with with the partnership from a feature perspective? What's the one? What? What would you say, Mark, um is the big Ah ha. This really is amazing. I'm so happy because of this feature capability. >>Yeah, yeah, I mean, a little bit back to the discussion we're having before, but I think you know the killer use case Really for the service today is that cloud migration use case I was talking about before. And if you think about what it might have taken them previously. Right? Uh, you know, expensive time consuming. Um, you know, it requires changes to their environment. In some cases, with with VM or cloud on AWS, we could take the cloud migration that would previously been taken them perhaps years, millions or tens of millions of dollars. And we can shrink that down toe literally months, right. We have some customers like m i t. That migrated hundreds of applications literally over a weekend. Right. And we're able to do that because it's the same core enterprise Class V, and where capabilities of the customers already optimized their application to run on in their own data centers that now we've enabled on AWS as a cloud service so that that cloud migration use case kind of combined with the fact that we're, um that were delivered to them as a service in the AWS cloud. I think is, uh, you know, one of the one of the use cases that a lot of customers find extremely attractive. >>Alright, David, your turn from an M. A w s perspective. What are people happy with you for on this partnership? What praises? Are you getting some your way When someone says, Hey, man, this partners has been great. Amazon really is awesome for this. What would you say to that? >>Eso, you know, watch book about the migration I was going to choose sort of, You know, once they're in aws, um, the benefits of the power brakes writes the ability to scale on the mind. E think one of the great things about the record in AWS that VM Ware did is already built it as a cloud native service. And so, you know, the customers are able to provision additional capacity very easily. We have that capacity available on AWS, and so they're able to meet any sort of unexpected demand of scale. Um, and then together with the breadth of services that we have on a diverse is Well, you know, you and we've we thought very carefully about how being were customer would want to consume those and to make sure that the whole system set up to allow that to happen. And so allowing them to to broaden what they're using over time, is there. Engineers and teams find other services that allow them to innovate faster and, you know, bold more interesting applications so that it integrates incredibly well between AWS and VMware and customers benefit from that. >>I wanna ask you guys, um, or in the industry side, um, to comment on cloud native, um, mainly because one we cover it into it's kind of important trend. Um, recently, snowflake went public with the largest i p on the history of the of Wall Street, and it's an enterprise company. Okay, Um, and I was using that as an example because actually being where was the second most popular, uh, Hypo happens to be another enterprise company if and I was commenting on this, and I want to get your reaction to it And that is, is that if you look at the mega trend that's going on now, of all the things people talk about, it's the cloud native That's the most interesting, because this is all the value. If you look at the modern applications all the way down to the networking, everything in between. It's all about cloud native, And it's not just about cloud public cloud. It's not about It's an operating model when we talk about that. But Cloud native is the big wave that people are on. And if you're on it, your modern. This is not just hand waving. It's legit. I mean, you're seeing benefits of it. You're seeing speed, time to value all the things that people talk about, it, the events. Could you guys comment on why Cloud native is so important today and why customers and developers should be really thinking through what that is for them. Um, David will start with you. >>Absolutely. So for us part native really means, you know, have you built your application in a way that takes advantage of the benefits of the cloud? And so are you able to scare the application horizontally? Are you able, Thio? You know, building away That's redundant Across multiple data centers. Are you able to utilize services that are provided by, you know, aws, the cloud provider Thio to not have your teams build that And so what it ultimately means is you're able to spend more time focused on on building stuff that really matters. You know, if your application So you mentioned Snowflake, you know there are a great AWS customer work very closely with them and and they're able Thio, have us around a lot of the infrastructure, all the infrastructure for them in the power. And they can really focus on building an absolutely incredible data, whereas in solution for their end customer and we innovate very closely with them. And so that's really what it means, you know. And I think organizations that have gotten themselves there ready get a lot of benefit. They're able to innovate faster. They're able Thio deliver more to the end customer. You know, we spent a lot of time with companies that you wouldn't say a cloud native today and as a cloud provider, azi exciting as it is to support the cloud native customer, it's also incredibly important that we find a way to support the company. That's on a journey towards adopting the cloud, right? They've got a long history. Maybe they've been around for many, many, many years. Andi, I've got a large application stack that they need to move. And so that's where our migration programs really support customers. You need to bring non card native applications and then we're able to work with them over time to make them, you know, more cloud native and get a lot of those benefits. And so it's a journey that I think many of companies on. Some started there, and some have a way to get their differently. Has a lot of benefit. >>Isn't Snowflake really in Just a example of value creation? I mean, it's not about that. They're on Amazon. You're happy about that. But it shows that you don't have to go a certain way. If you create value, speed, scale speaks for itself. So that's just that could be an enterprise. That could be startup. That could be the Cube. It could be anybody, right? I mean, don't you see it that way? >>Absolutely. Absolutely. I mean, they had a great use case that a customer need. It's in a really interesting area, obviously dealing with big data. And so I think you know, there's there's really no limit there, >>Mark. You guys are in the modern app. That's what you're hearing. It's one of the things that people gonna wanna come out of co vid. They're gonna wanna have a growth strategy. Cloud native. Why is it important? And what's your take on this? What's your reaction to the cloud native being the big wave? >>Yeah, I mean, I think. I think Dave said it. You know very well. I mean, when I talked to customers, you know, regardless of where they are in that journey, they all have some form of digital transformation agenda. Right? And at the end of the day, they wanna deliver better services to their end customers because they know that's what different is going to differentiate them. Or they want a better empower their employees, right? And as part of trying to deliver that value to their customers, their employees, you know, they want to focus their time and energy on the things that really differentiate them. Right? And, you know, for many of them that that means, you know, they don't wanna have to worry about, you know, upgrading some infrastructure software, right? That's not that's not delivering value to their to their customers. And so, you know, I think as they go down that journey, you know, we're really pleased to be ableto partner. What they did you ask to be able to create these, uh, you know, these powerful platforms together between VM ware and AWS that really deliver a lot of value to customers and allow them to focus on what's important their business, right? And, you know, by bringing together those enterprise class VM, or capabilities that hundreds of thousands of customers trust for their most mission critical workloads. Combining that with eyes, they have talked about the possibility of agility, the scalability of the dust cloud and then sort of, you know, not just those existing workloads, but also enabling a rich set of new services those customers can take advantage of to modernize. You know, whether it's VM Ware services like I talked about before with our native kubernetes capability built into BMC or whether it's the you know, hundreds and growing portfolio abated bus services, you know, giving them all, giving them the power of that full toolkit as a service so they can focus on building value on top. I mean, that's e think, really they want an equation. But that's why so many customers are moving down that path together with us. >>Well, congratulations. I want to say to you because David Lynch has been digging into the buyer behavior data, looking at the what the budget projections gonna be and VM ware on AWS has been strongly performing, and it's doing really well. Congratulations. And David. Great to have you back on. And you got reinvent less than 60 days away. Can you give us a little taste, teaser and taste of what you got going on? I know you can't reveal, but what kind of generally we're gonna be seeing at reinvent, uh, with E c two and your team >>absolutely reinvents a little different this year. It's It's obviously virtual on, so we're pretty excited about that. We think it will bring a new flavor. And so there's a lot of planning going on both in terms of product delivery. It was a It was a great time of year for us as we finish up a lot about big releases aimed at reinvent, then obviously working on content and presentations. And so, you know, a lot of interesting stuff for customers to think about is that >>they're not revealing anything. You just you know. Okay, you're gonna have some announcements. I'm sure you see two. That's a big announcements. Exactly. Hiding the ball, as they say. David Brown, vice president of Easy to it. Amazon Web services. AWS, Markle, Omar s v P. And GM. A cloud Service business unit at VM Ware. Um, great partnership. Congratulations. We'll be following it. Thanks for coming. I appreciate it. Thank >>you very much. >>Okay, I'm John. For with the Cube. We're here in Palo Alto. Remote for the Cube. Virtual for VM World 2020. Virtual couldn't be face to face. We're doing our best with our cube virtual to get you the content. Thanks for watching.
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so we're bringing you the virtual interviews remotely. And at the end of the day, you know, of course, what it's about is innovating on behalf of our customers, You know, I remember at the time David talking to Terry Wise Ah, native West Side and Andy, The first is we've heard from many customers, you know, What's What's the news on your end to? And so, you know, transit gateways to service under the hood and they're talking about software to find, um, devices you can't do break fix in the space. that gave the VM Ware customer you know, the full VM ware virtualization support, Uh, you know, inside of the road. for the service, um, in fact, you know, the total workload count on the service you know, after cloud, you've got cloud native integrations. And so, you know, requiring them to move to a different hyper visor is All right, So I gotta put you guys on the spot. I think is, uh, you know, one of the one of the use cases that a lot of customers find extremely attractive. What are people happy with you for Um, and then together with the breadth of services that we have on a diverse is Well, you know, you and we've we thought very carefully is that if you look at the mega trend that's going on now, of all the things people talk about, services that are provided by, you know, aws, the cloud provider Thio to not have your teams But it shows that you don't have And so I think you know, there's there's really no limit there, It's one of the things that people gonna wanna come out of co the scalability of the dust cloud and then sort of, you know, not just those existing workloads, I want to say to you because David Lynch has been digging into the buyer behavior data, And so, you know, You just you know. We're doing our best with our cube virtual to get you the content.
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Mohammed A Haque and Damian Doyle V1
>>from the Cube Studios in Palo Alto and Boston, connecting with thought leaders >>all around the world. >>This is a cube conversation. Hi, and welcome to a special production of the Cube. We're talking to the Amazon Web services, public sector, their partner awards program. I'm your host stew minimum, and we're digging in on education is one of the sectors. Of course, public sector looks at non profits. It looks at the government sectors. Education, Of course, when we talk about remote learning is such a huge, important topic, especially right now in 2020 with a global pandemic so happy to welcome to the program. We have two guests. First of all, we're representing the award winning company Mohammad. He is the co founder and senior vice president of architecture and engineering with Lumen and joining his one of his customers, Damien Doyle, who is the associate vice president of Enterprise Infrastructure Solutions at the University of Maryland, Baltimore County, or UMBC. As it's known, gentlemen, thanks so much for joining us. >>Thank you. Thanks for having us. >>Alright. First of all, Mohammed, congratulations. As I said in my intro, you know, such an important topic and I have two Children that are, you know, dealing with remote learning have lots of friends that were in higher education and, you know, in the technology space. So your company is the 2020 AWS Public Sector Award winner for best remote learning. I'm sure there is a space that has a lot of competition on. Of course, leveraging public cloud is a great way to be able to ramp this sort of thing up rather fast. Give us a little bit. You know, you are the co founder. So would love to hear a little bit of the origin story, your background and Ellis about what differentiates the looming >>sure loom in we provide ah manage products and services around end user compute with a focus on education for providing access to applications and other technology. Resource is, of course, content course applications in the public cloud, so that users are able to use, you know, whatever device they have wherever they are, um so and have access to those applications that are required for completing that force work they could be in, you know, in at home, in their dorms, at a corner coffee shop on the side of a mountain in the Middle East wherever they may be. But leveling that playing fears playing field so that they could access, um, have access to any of the demanding applications on any device is what we're You know, What our goal is is to make sure that we're not having technology be a barrier to their learning. >>Fantastic. Damien, If if we could turn to you, then atyou NBC, maybe if you could give our audience Ah, thumbnail of you know, the university and I have some idea of the challenge that was put in front of you when you talk about the learning. But maybe you could give us a little bit of the pre cove it and, uh, you know what? What you were faced in and what you were looking at when it came to dealing with the current situation. >>Sure be happy to So where you? NBC is a mid sized public institution. We're sort of suburban, about 14,000 students, and we have undergrad, graduate and doctoral programs, and we have a heavy focus on a lot of the stem disciplines. And so pre cove, it very based in collaborative environments, active learning but but hands on. So a lot of our programs really do have a lot of that. We leverage technology very heavily, even if it's in whether it's an engineering biology, any of those kinds of programs. Uh huh. As you said that the challenge became how do you very quickly pivot into an entirely online model when you sort of scatter shot all of your students and you don't really have a great sense of what they're gonna have access to and, um, and the abilities and connectivity they're gonna have. So this this kind of thing was really critical for us as we made that transition. >>Excellent. Mohammed, Were you working with you, NBC before the current move toe Go, go remote. Give us a little bit about the relationship and how that started. >>I believe, actually that the pandemic was the impetus to kind of drive this forward. Damien and his team reached out to loom in looking for a solution that would allow them to kind of have students access the applications that they normally would have access to in their physical computer labs. But with ah the change and not having to access those labs anymore needed a remote learning solution. A remote access solution for being able to access those high compute high graphics processing or memory intensive applications through the cloud. Taking into account the fact that you know, students won't have you know, that the highest end computer laptop, you know, they probably be working on a chromebook or a lower and machine, but need that compute power on. And then we had to kind of provide a solution pretty quickly because it was, you know, schools were shutting down, essentially physically started shutting down and needing to continue on with their coursework. Coursework? >>Yeah, Dave and I like to understand from your side. Can you share with us a little bit that time frames, you know, how fast did you go from? Oh, my gosh, We need this. We need proposals. We need to roll this out, and we need to have students. Ah, in teachers back up and running. >>Well, you know, I think the one thing from our side we had already known of element and we've been looking at that pre cove it. We knew we needed a product that that provided us this kind of agility and really gave the students some better access to the computing tools that they need it. So once we identify that, the thing that was amazing to me is is we moved from our existing system over to production illumination. It was about 2.5 weeks sort of start to finish and, you know, to get all the images to get all the technology running tested and everything up and running in 2.5 weeks for a full solution for a campus is was pretty amazing. And that was one of the real benefits we saw was going to the cloud. We also looked at this outside of code as something that really provided a major benefit to the students so that they could work from anywhere at any time rather than be sort of tethered to that physical lab. >>Well, I'm glad you raised that. So if you could Damien a little bit, you know, help us understand. How much are you using A cloud before? And it sounds like you believe that, you know, in the you know, I guess if we say postcode world, you would probably have some hybrid model. Would that be fair to say, >>Yeah, I think before we did have a different solution that was still cloud based. It was part of our business continuity. So we still had some semblance of virtual computing solution in the cloud. But it wasn't that extensive. And a lot of our individual programs chemical engineering, geography and others were using physical labs that the students would sort of scheduled times and be able to work in as part of their coursework. Uh, coming out of this, we fully expect if, if we're going on extended period of time where students are able to access these materials and these demanding software packages at any time from any kind of device coming out of cove it they're not gonna want to go back to that model where they're asking, you know, they have to get permission and go in and limited hours into a physical lab and sit there. This is going to be the expectation going forward is that they have this kind of access and this kind of flexibility from now. >>Yeah, this is I mean, they've gotten a taste essentially, and so, you know, they they see how easy it is to complete their coursework without actually having to trek across campus into a lab and kind of fight with the population to find a seat. This basically will become an expectation of an offering. >>Mohammed, what I'd love if you could drill in a little bit for us there, Architecturally speaking, of course, the cloud is built to be able to scale and move fast. So if you need capacity and need to scale up fast, that's great if in the future you still want to leverage the solution. But you can scale down, that should be possible. So maybe give us a little bit of you know how aws arc. It actually supports what you're doing and, you know, just from a pricing solution standpoint, how you'll be able to support the customer in today's environment. And however that path goes down the road, you'll be able to support that, >>right? I mean, so, you know, with the AWS cloud, we're able to, as you said, scale up or down as demand is needed. But we we've taken that even a little bit further where we're scaling based off of, um, students scheduling. So if we've got, of course, that we know that is running from 10 AM to 11 AM Your prior to that core starting will scale the environment up so that it's available for those students. If it's not, you know, more of, ah, in course, lab session, um, and then spin things back down after the course is done so that we don't have that those many, many machines sitting there running and burning the hours and running up the bill. You know, physical environment. You know, once you've installed it, it's there. It's always running. You cannot do that. But with the power of the cloud, we're able to go up and down. We're able to take things. Uh, you know, scale things down off hours. If we look at the patterns for a student usage, you know, off hours overnight take things down because you don't need those machines sitting there running, running all the time. >>And this is one of the biggest differentiators so many times in higher ed. We struggle to have to explain to companies and vendors and providers what our needs are and how we're very. We're very different from corporations and other other verticals with the bloomin solution and the capabilities in AWS. But we're really having this Taylor to our students schedules to the class schedules, and that kind of flexibility makes the product economically viable for us. But it also means that we don't get nearly the kind of push back from the academic side because it is really Taylor to meet their needs versus just something we're kind of shoehorning in. So that makes a huge difference in terms of adoption and the way it's perceived from a marketing, marketing and acceptance standpoint. Yeah, >>Dave and I'm curious. Once you did that initial rollout, how much of an on ramp is there for both the education, the educators side as well as student side? And you talked about having some flexibility as to how and when students use thing. That sounds great, but do you have to change, you know, office hours or the hours that the staff are leveraging that I'm just trying to understand the you know, the ripple effect of what you're doing? >>No, it's It's a fair point. We have done fairly extensive training. The students picked it up very quickly. What we with students? If there is a tool that they can use to do their work more effectively. They're going to use it, whether it's something we provide or something they find through other means. But what we've done is is reached out to all of our faculty that were training, that we're teaching in our physical labs and try to work with them to understand what the solution is, how they can sort of rethink some of their classes. And a couple of our departments have actually taking a approach of rather than said everybody in a virtual lab the same way they would sit people in a physical lab. They're moving some of this team or a synchronous so that the students can serve, work at their own pace and rethink how they structure some of those classes because of the flexibility being provided. But it does take a lot of training from the instructional side and some rethinking off this. But it the end solution is something that reaches the students where they are and the way they want to learn, which is a really powerful thing. We're always trying to do >>excellent, Mohammed. I'm wondering just broadly learnings that you have from what what's been happening Obviously, I'm sure you've been quite busy and responding to things. You know, what's been the impact on your business, how as a ws been as a partner to support the needs of what you're doing. >>Well, as you can imagine, the other things that just really blown up, Um, in terms of demand and being able to again through the plant power of the cloud, just being able to scale up and rapid deployment, you know, as we talk about earlier this deployment was, you know, 2 2.5 weeks from start to finish. Being able to do that, being able to do that with AWS tools have been, um, critical and moving things forward. >>Excellent. Uh, Damien, it's a sit back to you on this. You know, obviously, if you had had, you know, more time be able to plan this out if there might be some things that you would do differently. But what have your learnings been with this? And if you've been talking to your peers, any advice that you would give, uh, you know, as you've moved through this this rapid acceleration of the move to remote >>you Certainly. I think we would have certainly done some things differently. But we have been talking about this move for three or four months ahead of Covitz. So for us it wasn't. It wasn't quite as rushed as the actual deployment wound up being. I think the big thing is having having a vendor and having a partner where you can understand all the options. So the good and bad of the cloud is there's 100 different ways to do almost anything you want to accomplish and taking the time to understand what the different features and the ramifications of how you how you deploy and how you think. Think through that for us. We deployed one way because we could do it very quickly. And then we took the rest of the semester and part of this summer to do some more thorough evaluations to really ask our constituents you like this method or do you like some of the other, possibly some of the other possibilities and see which user experience they liked more? And then we're able to work with illumination, and they've been ableto very nimble in adjusting the services to meet what we've gotten our feedback on. So I think if I had to do it again, I would have done that testing ahead of time. But that's a very minor thing. These air really sort of small tweaks to just make life a little easier. Not fundamental differences in the what we're providing. >>Yeah, I'm Damien. What? One last question if I could, um sorry. Sorry, Mohammed. Just I'm curious from the financial standpoint, you know how much you felt that you understood what costs would be in some of the levers as to what are you using in the impact there? We've seen, you know, great maturation over the last handful of years. As toe. Yeah, you know, transparency and understanding how cloud actually is build. But I'm just curious if you have any final comments on the financial piece things, seeing that, it probably wasn't something that was in your budget for the last quarter. Yeah, >>it wasn't. That's very true. But we also knew that it was essential so that what we realized was we didn't know how often a lot of our physical labs and these classes were being used. So we knew there was going to be some unknowns. We've moved to this would have to see what adoption was but be able to get the reporting out and working with Mohammed and others to really start customizing in the cloud. That's the beauty of it is we recognize we saw some really fascinating patterns where during the week people would use this sort of as you'd expect. But on the weekends it was in the evenings. Nobody, nobody is logging on Saturday or Sunday morning. But boy at eight PM there's a good bit of usage so we could tailor and do some of that off hours work and really slows things down. Having that visibility has made the economic piece much more viable and really being able to tweak the computing power with two different needs of the different classes. So it's actually been fairly easy to understand, but it was a ramp up where we have to sort of guess at first and then understand our own processes. But that's more sort of the If you don't have good data coming in, it's hard to get it. Get it out. Excellent. Mohammad, I >>want you to kind of give your lessons learned. Obviously, it's a technology space. You've been in. Ah, and it's just been an acceleration of some of the things you're working on. So lessons learned advice you would give Teoh, you know, other companies of the universities and education No facilities out there, >>Right? And, you know, this is again speaking to the power of the cloud, right? Some of that one of the biggest lessons learned here is you don't necessarily need to get it right the first time. It's name and saying was saying, You know, we went back kind of analyze what we were staying in after the initial deployment, took a look at the actual usage and kind of adjusted, based based off of that. According to that, taking and feedback from faculty members on how they were using a system in tweaking the presentation or tweaking applications on the back end for accommodating those needs. That's the power of the cloud being able to adjust on the fly. You're not. You don't have to be committed to every single bit there. Uh, and being able to change it on the fly is is just something that is kind of natural in the cloud these days. >>Excellent. Well, thank you both. So much for joining us, Damien. Thank you for joining and moving forward. Sharing your story. I wish you the best of luck going forward. And Mohammed Big. Congratulations on winning. You know, super important category. Especially here in 20. Funny congratulations to you and the team. >>Thank you. >>Yeah, Thank you. Alright, stay tuned for more coverage here from the AWS public sector is their partner awards program. I'm Stew men a man And thank you for watching the Cube. Yeah, yeah, yeah, yeah.
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Brian Reagan & Ashok Ramu, Actifio | CUBEConversation January 2020
>>from the Silicon Angle Media Office in Boston, Massachusetts. It's the cue. Here's your host Still, Minutemen >>Hi and welcome to the Boston area studio. Happy to welcome back two of our Cube alumni, both from Active e o Brian Regan, the C M O of the company. And it took Rommel. Who's the vice president and general manager of Cloud? Gentlemen, thanks so much for joining us. >>Happy New Year's too great to be here. >>Yeah, 2020 way we're talking about. We don't all have flying cars and some of these things, but there are a lot of exciting things and ever changing in the tech world. We're gonna talk a lot about N. C. Which, of course, is active use announcement. If I heard the sea, it's about clouds, about containers and about copy data management. With course, you know we know act as always quite well, Brian. Let's start with a company update first. Of course, you know, copy data management is where activity really created a category, but all of these new waves of technology that activity is fitting into Well, 2000 >>19 was an incredible year for us, you know, continued accelerating our growth in the market in the enterprise particularly, You know that the secular trends around hybrid and multi cloud really played well to our existing strengths. And 10 c really builds on those strengths will talk more about that. I know in a moment we also saw continued, you know, as digital transformation as as application modernization initiatives to cold. In just about every enterprise, our database capabilities really played again a cz a strength that we could capitalize on to land significant enterprise accounts, get started with them and then really start to expand overall data platform data management platform in those accounts >>s Oh, sure, before we get into the 10 see stuff specifically. But Brian, Brian teed up some of those cloud trends and how I think about data protection. Data management absolutely has changed. You know, I remember a couple years ago we said, Oh, well, you know, people are adopting all these clouds. All of these concerns still exist. You know. It doesn't go away. It's not magically Oh, I did office 3 65 I don't need to think about all the things that I thought about without. Look, when I do public cloud and build new applications. Oh, wait. You know, somebody needs to take care of that data. So bring us inside your customers. The team that's building these products and some of those big trends should >>happen. You're still so happy to be back in the Cube. So 2019 really defined. There were a lot of for enterprises really started moving. Production will look to the cloud multi cloud become a reality for active field way. We're running production workloads on seven o'clock platforms. So the key elements off being infrastructure agnostic wherein active you can do everything in all clark platforms. Basically, infrastructure neutral was a key element. On the other element was a single pane of glass. You could have an Oracle worker running on prime with the logic application running in azure and not know the difference. S o. The seamless mobility of data was the key element. That lot of our enterprises took advantage from elective standpoint on a lot of the 10 see capabilities adds onto those capabilities and you see more of these adoptions happening in 2020. So I think 10 seat eases up absolutely perfectly for that market. >>Yeah, let's talk a little bit about activities, place in the market, that differentiation there, that direct connection with the application and the partner's eyes. Real big piece of it. >>It's a huge piece and something we really not just double triple down on in 2019. Certainly for us our database capabilities, which we believe are really second to none in the industry, we continue to expand and enrich the capabilities, including ASAP Hana obviously already Oracle and sequel server D B two, as well as the linen space databases, the new and no sequel databases. We also understood, and as our customers were talking to us about their application modernization, they were moving Maur of their front and capabilities two containers, and they wanted that the data to come with it a t east temporarily on. So that was a big focus for us as well was making sure that we could bring the data whether it was into a V M, into a container into a physical server into any number of clouds in order to support that application. At that time, it was a critical part of our differentiation. For two dozen 1 19 >>I'd love just a little more on the database piece because you go to Amazon, reinvent and you know, the migrations of databases to the cloud, of course, is a major conversation. You look at Amazon, they have a whole number of their offerings as well, as if you want to use any database out there, they'll let you use it. Course Oracle might charge him or if you're doing it on the Amazon, the Amazon partner. The azure partnership with Oracle was big news in the back and 1/2 of 2019. So when you're working with their customers, you know, databases still central to you know how they run their business and one of the bigger expenses on the books, they're So you know what we look at 2020. You know, what is the landscape specifically from a database? Well, we continue >>to see and in most of our large enterprise accounts that Oracle and sequel servers continue to dominate the majority of the payload of databases. We don't see that changing, although we do see net new applications being built on new database platforms. Thio complement the oracle and sequel server back end. So we are seeing a rise of the bongos and the new and no Sequels out there. We're also seeing Maur consideration of building in the cloud, as opposed to starting on Prem and then potentially leveraging the cloud sort of post facto and in terms of the application architecture's. So our ability to support both the the legacy big iron database platforms as well as the new generation platforms, regardless of application architectural, regardless of the geometry of the application, is a big part of our differentiation >>going forward. >>All right, so let let's Wave hinted about it. But 10 c major announcement. Let's get into how that extends what we've been talking about. >>Absolutely so you know, we've made a lot of the new databases, particularly the no sequel databases, the Mongols and Hannah's first class citizens intensity, which means we understand not just the database. He also he also the ecosystem that the database lives. We all know Hannah's a fairly big database in terms of the number of machines that consumes number off, you know, applications that you use it and toe capture and actually provide value for Hannah. You need to understand where the Honda database lifts and so some of the capabilities we've added in 10 C's to kind of figure out this ecosystem, and when you migrate, you might need the ecosystem, not just the holiday. The peace because you know that is that is a key element. On the second aspect is the containers that that Brian touched on. Now we're seeing legacy data being presented into containers, and there's a bridge too quiet for that. Now. How do you present that bridge containers could be brought up, but they're lifeless unless you give them data. So the actors of bridge ready and you bring up the container using communities of whatever framework you have and be married the data into the container framework. So most organizations, you know, as they evolved from yesterday's architecture to today's architect. And they need this bridge, which helps them navigate that that my creation process and an active field being the data normalization platform is helping them live on both segments, Right? Nobody does us turn the switch off of the old one and move to the new That'll be co exist. That is the key element >>way spent a lot of time over the last couple of years hearing about cloud native architectures and that discussion of data, it is kind of something you need to kind of dig in to understand. I'm glad to hear you talking about, You know, when you talk about storage and container ization, you know where that fits today? Because originally it was only stateless. But now we know we could do state full environment here. But while container ization is, you know, growing at huge leaps and bounds, customers aren't taking their Oracle database and shoving Brian A lot of discussion about the partnerships. I think it was seven. You know, major cloud providers. That activity is there talk a little bit about the common native. The relationships with some >>of those partners? Absolutely. I mean, way made great strides from a go to market standpoint with our cloud partners this past year. Google Cloud is probably our most significant go to market partner. From a cloud standpoint, we've done a lot of joint engineering works in order to support both our existing, uh, software platform as well as our SAS control plane in the Google Cloud. We have landed many significant deals with with Google this past year on dhe. They have been as they continue to really increase their focus on enterprise accounts and both hybrid as well as public cloud sort of architectures. We are hand in glove with them as their backup in D R partner for those club >>workloads. >>Great eso We talked quite a bit about the database peace, but in general, back into the cloud archive in the cloud. What is 10 see specifically an active you, in general, enhance in those environments >>so tense he bring It brings in you know, the key elements of the recovery orchestration. So if I have to bring up, let's say, 500 machines in any club platform, how did I do it? Well, I can go and bring up one machine at a time and take two days to bring it up or with active fuels. Resiliency. Director. You can create a recovery plan and a push pardon Recovery happens, so we've seen a lot of customers adopt that, particularly customers that want to leverage the Google platform for its infrastructure capabilities. Wants an orchestration, that is, that is, that understands the applications that are coming up, so there is a significant benefit from a PR standpoint of the recovery orchestrations will be invested a lot of time and tuning the performance and understanding Google and Amazon and Azure to make sure this was built, right. The other big push we're seeing for the clock platforms ASAP, ASAP, as an enterprise has taken a mission to say, there's no more data centers. Everything is going to the cloud. So an escapee workloads are not the easiest were close to manage. And so they did the the intersection point of S A P and the cloud is very active. Field becomes really valuable because, though, did this data sets by definition or large, their complex and there were distributed. And the D artists of paramount importance because these air crown jewels So so those segments of the R orchestration forward with, you know ASAP and Hannah, which is to get our strength of databases. It's kind of their tense. He really hits, hits, hits a home run >>when we're talking to users in the discussion of multi Cloud in general, one of the challenges is Yoon hee. Different skill sets across. One of those powerful things I've heard from active use really is a normalization across any cloud or even in a cloud. Oh, wait. I was gonna stuck six up again in an archive. That means I'm never going to touch it again. Ingress and egress fees. You know, I have to figure these out or I need toe dedicated engineer to those kind of environments. So it seems that just fundamentally the architecture that you built it active eo is toe help customers really get their arms around those multi cloud >>environments? Absolutely. And I think there are two additional components that really one of which has lived with activity from the very beginning of the company, which is a p a p I. First, the cloud is very much an AP I centric type of operating model on with active fio We don't change the management system were operating model. But in fact we incorporate in eso all of this orchestration that it shook talked about can be actuated via a P I. The second piece, which we really started in 2017 with our eight Dato platform release, is the the consumption and the intelligent consumption of object with 10 see, we've continued to advance our object capabilities. In fact, we published a paper with the SG in late 2019 that talked about mounting 50 terabyte Oracle databases directly out of object with actually increased performance versus the production block >>storage behind it. >>So we have really with 10 C, actually added cashing to even further performance optimized object workloads, which speaks to both the flexibility but also the economic flexibility of being able. Thio contemplate running workloads in the cloud out of object at a lower cost platform without necessarily the compromise of performance that you would normally expect >>absolutely. And like you said, the skill set required. Do I need to put it in object to any reported in block? We can eliminate that right. Be neutralized that to say you want to leverage the cloud, give us your cost point and you can dial the cost up or down, depending on what you see for performance, and we will be the day that back and forth, so that flexibility is enormous for customers. >>That's greater if you talk to anybody that's been in the storage industry for a while, and you want to make them squirm, say the word migration s O. We know how painful it has been if you go talk to any of the triple vendors, they have so many tools and so many service is to help do that in a cloud era. It should be a little bit easier, but it sounds like that's another key piece. Intensity? >>Absolutely, absolutely. I mean, 10 See, you know, hits the home. I think with the A P. I integration. So the other element 2019 Saul, was the scale of deployment effective. You know, when you have to manage hundreds of thousands of machines across different geo's, that is a scale that comes to the data protection that you know, people. Really? You have a seat to actually build for it and and work with it and be sorry in 2019 and 10 See, incorporates a lot of that capabilities as well, making it ask Cloud needed as possible. So basically, around these applications globally. All >>right, uh, I was wondering if you might have a customer example toe really highlight the impact that NBC's having understand if you can't name them specifically, but, uh, yeah, >>well, actually, shook has already talked about 11 customer slash partner. Who is I think still the world's largest software company in the world based out of Germany. And they are powering their enterprise cloud on the data management data protection. Beneath that enterprise cloud across four different hyper scale er's using, active you on. I think they're on record in a weapon. Our earlier in December, talking about their evaluation of pretty much every technology out there on the one that could really deliver on performance at scale across clouds was activity >>on. The key element was they wanted a single platform with a single pane of glass across all platforms, and an active feel was the solution to each other. So >>and certainly I think we credit them and are the rest of our enterprise customers for pushing us to make 10 see more powerful and more a capable across any clout, you know, Ultimately, an inter enterprise is going to make a decision that they've probably already made the decision to incorporate cloud into their enterprise architecture. What we give them is the freedom and the flexibility to choose any cloud. And, by the way, any cloud today that might change tomorrow and having the ability to seamlessly migrate and or convert from cloud eight o'clock be. Is something that active powers as well? >>Yeah, just make sure we're clear as to what's happening there. It's great that you've got flexibility there when we're talking about data and data gravity. Of course, we're not talking about just lifting an entire database land, you know, ignoring the laws of physics there. But it's the flexibility of using a ll These various things, any way Talk about A S, A P, of course, needs to live across all these clouds. But when you talk about an enterprise, you know what is kind of that? That killer use case? Because we said we're not at a point where cloud is not a utility. I don't wake up in the morning and look at the sheet and say, Oh, I'm gonna, you know, use Cloud a versus cloud be s o. You know what is? You know the importance of that flexibility for us >>today. The majority of our business starts with company saying I need to deliver my data faster to my developers or my tester's, or even increasingly, my data scientists and analysts and my data sets have become so large that it's becoming increasingly difficult for me to do that with regularity. So the currency of the data is starting to suffer. That is the first use case for us and that that powering that enterprise transformational initiative around a new application or an updated application based on a historical app using those enterprise databases delivering that seamlessly quickly, regardless of how big the data is still remains our first use case. And then, increasingly, those customers air realizing that they can start to achieve the other benefits of active eo, including I can start to back that up to the cloud. Aiken actually orchestrate recoveries in the cloud. Not just bulk sort of transfer, but actually the entire application stack. And bring that up in the cloud. I can start Thio, take those those data sets and actually amount them into containers for my next generation application. So that starting point of give me my data as quickly as possible, regardless of how big it is, starts to become universal in terms of its applicability for all use cases. >>Yeah, I guess I shook. The last thing I wanna understand from you is in 2019. We saw a lot of large providers putting out their vision for how I manage in this multi cloud environment. You were at the Google Cloud event where Anthros was unveiled. I was at Microsoft ignite when as your ark was unveiled. VM wear has things like tans you out there. So this moldy cloud environment how do I manage across these disperse environments? What? What What are all those move mean to active you on how you look at things. >>And I think you know, the Tennessee release and with the core architecture that if you had in place, which was multiple already and a P I ready. So those are the two elements that are kind of building blocks that you can tie into any one of those construct you talked about. All right, so we've had we have customers, innovated us with Antos. If customers get up service now we have customers doing Vieira with us, right? So there are many, many integration platforms. The latest I saw was an Alexa app, but we were mounting an oracle database on a voice command. So So you know, there's endless possibilities as thes equal systems evolve because active feel stays behind the cowards powering the data delivering the data available if needed on the target. So that is the key element in the neighbor that we see that helps all these other platforms become super successful. >>So, Brian, it sounds very much a hell wind. The big trends that we're seeing here keep partnerships and, you know, meeting your customers where they need to >>pay. Absolutely. We continue Thio play in the enterprise market, where these thes are absolutely top of mind of every CEO and top of their agenda. Onda, we are working hand in glove with them to make sure that our platform not only anticipates their needs but delivers on their current state of needs as well. >>Brian, thank you so much. Congratulations on the 10 sea launch Cloud containers. Copy data management. Look forward to watching your customers and your continued Thanks. As always, Very much. All right, I'm still Minutemen. Lots more coverage here in 2020. Check out the cube dot net for all of it. And thank you for watching the Cube
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It's the cue. both from Active e o Brian Regan, the C M O of the company. Of course, you know, 19 was an incredible year for us, you know, continued accelerating Oh, well, you know, people are adopting all these clouds. So the Yeah, let's talk a little bit about activities, place in the market, that differentiation there, the data to come with it a t east temporarily on. the bigger expenses on the books, they're So you know what we look at 2020. consideration of building in the cloud, as opposed to starting on Prem and then potentially leveraging Let's get into how that extends what we've been talking about. So the actors of bridge ready and you bring up the container using communities of whatever framework you have I'm glad to hear you talking about, You know, when you talk about storage They have been as they continue to back into the cloud archive in the cloud. so tense he bring It brings in you know, the key elements of the recovery orchestration. So it seems that just fundamentally the architecture that First, the cloud is very much an AP I centric type of operating model on of performance that you would normally expect Be neutralized that to say you want to leverage the cloud, say the word migration s O. We know how painful it has been if you go talk across different geo's, that is a scale that comes to the data protection that you on the data management data protection. on. The key element was they wanted a single platform with a single pane of glass across you know, Ultimately, an inter enterprise is going to make a decision that they've probably already made the decision You know the importance of that flexibility for us So the currency of the data is starting to suffer. What What are all those move mean to active you on how you look at things. So that is the key element in the neighbor partnerships and, you know, meeting your customers where they need to of their agenda. Check out the cube dot net for all of it.
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Steve Mullaney, Aviatrix | AWS re:Invent 2019
>> Announcer: Live from Las Vegas, It's the Cube. Covering AWS reInvent 2019. Brought to you by Amazon Web Services and Intel along with its ecosystem partners. >> Welcome back everyone, we're live here in Las Vegas in the Cube for live coverage of Amazon reInvent 2019. I'm John Furrier here instructing the singer from the noise. We have an amazing guest here, the founder of Aviatrix, I mean the CEO of Aviatrix, Steve Mullaney. Welcome to the Cube, thanks for comin' out. >> Thank you, good to see you. >> So first of all, I want to get into your experience, because I think it's notable having you on, because you've been in the industry for years, you're CEO of a multicloud software, a new kind of company. And this is what Andy Jassy was talking about on his Keynote today, that there's new kinds of companies, there's the born in the cloud, then there's enterprises re-borning in the cloud, my word. It's actually pivoting or re-platforming, re-imagining, whatever you want to call it. This is the new game, and if you're not on that side of the street you could be out of business. >> Steve: Yeah, no we're definitely seeing that and I think that's the thing that really got me excited about a year ago, was watching enterprises make that transition and say you know what, the center of gravity has gone from architectures inside the on-prem data center, is now moved to in the cloud. That shift has happened, people talked about it five years ago, but they didn't mean it. Now when you talk to enterprises, they are actually moving into the cloud, not just talking about it. And they're saying that is the center of gravity. And what's interesting to me was, I think even just the tone of Andy Jassy today and what he was talking about was once you define what your architecture is, you push it everywhere. So cloud 1.0 and 2.0 was really more about taking my architecture that was on-prem and pushing it into the cloud. So let me take virtual clients, a virtual router, basically my hardware router, package it up, put it on the cloud. That's not cloud native, it's cloud naive as we talk, right? So the change that's happened is now everybody realizes that the center of gravity is in the cloud, and you start seeing things like outposts. You see things like wavelength, you see things like TGW network Manager and things getting pushed out. The architecture of the cloud, now actually pushing out and extending out into on premises. >> John: Well, I want to give you a prop for a couple things. One is, for the folks watching, and read my post about my interview with Andy Jassy, I said two things in there that I borrowed or stole from Steve. One was cloud native without the T is cloud naive. And T for trust, T for IT, that was clever. And we're going to get into that-- >> Well I stole that from our sales guy Harold Hilderbrand, so you know what? >> John: Harold shout out to you. The second thing that I heard used when we were talking, we were talking about transitions vs. transformations. I think that is so on point because I think that encapsulates what Jassy's saying and what the industry is feeling right now. Transitions are for incremental improvements, transformations are for flipping the script. >> Steve: Right, right. >> This is really happening. Can you share what you mean by transitions vs. transformations? >> Yeah, so when you're in a computing model, there's been really three computing models. There's mainframe, which was 50's or 60's, to 80's or 90's, there's a 20-30 year period where IBM, DAC and so forth. That was the way you did enterprise computing. Then this PC client server thing came along, which was viewed as a toy at the beginning. For print sharing and work groups and people said are you kidding me? PCs, Servers are just PCs with two power supplies. I'm not running my mission critical infrastructure on PCs. But in the 90's with the internet, IP protocol, it's shifted. That became that transformation. So incumbents never win transformations. DEC, IBM and what happens is they're never in the conversation, because it's a transformation. Incumbents always win transitions, so for the last 20 to 30 years, Cisco, great, fantastic company. Very respected company. John Jamers will talk about transitions and talk about he would pat himself on the back, and how they would win market transitions. You're supposed to win a market transition as an incumbent, don't pat yourself on the back. The customers will force you to win the transition because they don't want another leader when you're in that same model. We are now entering that third transformation, this a model of computing change. This is from the top down business transformation Andy was talking about, which is true. You have companies redefining who they are, and they are leveraging cloud technologies to do that. This is not a cost thing, this is not a bottoms up technology thing that IT guys just say ah I want to learn something new. This is top down business transformation, existential threat to the survival of my company kind of stuff, and we need to move fast, and enterprises all move together. That's now happening and transformations, that confusion creates opportunities, because it moves so fast that the legacy vendors just don't have time. They have the innovators dilemma, they can't move to the new way quick enough. >> Yeah and one of the things I want to get your thoughts on and I want to get your reaction to is as we go to all the events in cloud, in this business, we see everything, the one tell sign, for me, is the security market. Security got unbuckled out of IT, in the board conversation. The jewels are on the table, the security, if you get hacked you're out of business. Talk about threats to the business, security is the leading indicator. What's going on in security? They're building their own staff, they're hiring developers in house. They are really changing the game on how they use technology. That's just in one area. You're talking about a complete reset, or reconsideration of everything that Jassy said. >> Everything, yeah, it's the business, right? Your applications are your business, right? And then all the infrastructure underneath that is there to service the applications and the data, that's why it's there. When you talk to different people, and you talk to customers like NBC and CBS, and content people, they're moving to the cloud. They're now having channels that are 100% hosted on AWS for the first time. Why are you doing that? I asked this of CBS. Because we need to move faster. Guess what, they're competing with Netflix and Amazon. They can't do it the old way, they're going to die. So they're moving all of their channels, hundreds of channels to be now cloud enabled. Because it allows them to deliver it in months as opposed to years. >> Your really interesting background, I'll share with the audience, you have a networking background, the old WellFleet became Bay Networks. Early employee at Cisco, then went to early employee at Palo Alto Networks security company. CEO Of Nicira, which is a big pioneer in software-defined networking. Which, at the time, evolved into the crown jewels of AVMWare. >> Yep, in a sense. >> You would say I would agree with that. And now you're on Aviatrix where it's got a multi-cloud abstraction, so you're kind of riding this new wave. So the question I have for you is, I coined the term being reborn in the cloud. Not born in the cloud. People who are born in the cloud, clean sheet of paper, they can scale up. But an enterprise has got to transform. Has to become reborn with cloud architecture. >> Steve: Yes, yes. >> This is a fundamental, almost look in the mirror moment as an enterprise executive, saying are we being reborn? >> Yes. >> How do companies do that? >> So we have a number of companies, enterprise companies, that are 30 year old, 40 year old enterprise software companies that, honestly, were left for dead. Where people thought, they weren't SaaS. They missed out on the whole Benny Hoff SaaS movement and they were on-prem. They had all the features, all the functionality, but they didn't have the delivery model of SaaS. They were hurting, they were going to die. People left them for dead. Now what they are doing is they've reborn themselves, in the cloud. They are pushing themselves in the cloud. Informatic, Variant, Epsolon, Eluysian, Teradata. We've got tens of these companies, that are, have reinvented themselves and now they're actually doing really, really, well. Because they had the functionality that they've always had, but now they have the delivery mechanism. There not SaaS actually, and the customers like that. Because I get my own three or four VPCs, it's my own network, it's not multi-tenant. It's hosted within AWS and now they're just migrating as fast as they can, all of their on-prem applications of customers into AWS and other clouds. >> John: All right, so I want to ask you about multi-cloud. Jassy didn't use the word multi-cloud, the critics are tweeting away on that. But, of course he's going to say multi-cloud, he's the cloud. He's the one cloud, he wants to be. >> Yeah. >> Multi-cloud is a reality. He did point out in my interview, and I think he might have mentioned on stage, that people are picking up primary and secondary. And then it's not 50/50 it's 70/30, 90/10. Whatever the ratio is then just pick one. Amazon gets picked a lot for the leader. What's your vision and how do you see the multi-cloud playing out? As people start becoming more cloud operations based. >> My view, and people, we are in the first pitch in the first inning of this cloud and people say AWS is a 40 billion dollar run rate, how can that be? Because the money has always been and always will be with large enterprise. They are now just starting to move into the cloud. There's trillions of dollars of spend that's coming into public cloud. So, first off, it's very beginning, early days. Second thing is AWS has done incredibly well with the developers and the born in the cloud people. Enterprises, not so much. And, you know what? Microsoft kind of understands enterprises. So I think we're going to be set up for a little bit of battle here, and it's, by no means, over. So I think AWS recognizes that and every single enterprise that I have talked to says I may not be a third, a third, a third across all three of the big clouds. Maybe I'll have one primary, and I think Andy Jassy says that, which I kind of agree with. I think people will have a primary, but I don't think everyone's primary is going to be AWS. I think there's going to be a lot of Azure primaries. And even some Google primaries, probably more, and I think it will be a two horse race for that. But then they're going to use the other clouds because, I was just talking to a customer today. The signature recognition software runs better in Azure. They're an AWS customer, they're moving to Azure for this. Why, because that app runs better in Azure for some reason. I think people, particularly enterprises, will make that decision. >> All right, so I want to get your take on two things, first of all I agree with you. >> I think that's what will happen. >> I would agree with that, so let's just take this scenario. Amazon wins on capabilities, they're constantly adding new stuff everyday. So, if you're a builder, it's the ultimate tool shed for technology. Azure isn't there yet, they're trying to catch up as fast as they can, they're pedaling as fast as they can. But there's a build out level and then there's a consumption level. So there's having all that capability, but also the customer's consumption has to be addressed. Solutions packaging, ease of use. So delivery mechanisms for infrastructure in the cloud. The consumption, how I buy and use, is now a consideration. Or consumer experience or whatever you want to call it. What's your take on those two dynamics? >> I think you'll see, from AWS, I don't know this, but it has to be, because this is what enterprises want. The phrase 'Go Build' is great for an early adopter. You go tell that to an enterprise, here's the power tools, go build your house. They go, I'm going to cut my hand off. I don't want to go build anything, I want to consume. So I think you're going to see them changing their tune a little bit, because the markets evolved, and I think it's caught them a little bit by surprise as well. I think Microsoft, because they know the enterprise, they won't say 'Go Build'. They're going to say 'Come Consume'. And I think that's going to resonate with enterprises. Because, at the end of the day, they don't really want to do that. Now, either way, I think it's going to be a battle. That's where Aviatrix comes into play. We help enterprises, no matter what cloud you're on, across multiple clouds or one, actually consume services. So we abstract away all the details of those native services. >> Well, I would say, if you got to transform, you have to do some building, but it would have to be the easy kit. >> Steve: Yeah, I want the easy button, I mean. >> John: Paint by numbers. >> Yeah. >> John: Self-installing house. So I got your take on that. So you got a lot of buzz in the analyst community around a phrase I've heard you say. >> Steve: Which one is that? >> There's no more food left in the data center. >> Oh, okay, yeah. >> John: And the animals are leaving the data center. >> And that's right. >> John: Food being the supplier. >> The on-prem data center. >> John: The on-prem are money and the animals being the vendors. So if there's no food in the data center, what's happening? What does that mean? >> Steve: They're goin' through, the center of gravity has moved into the cloud, that's where the food is. So you're going to see a lot of cloud naive legacy vendors put cloud on things, right? It's the same crap they had, they're just going to put cloud on it because, like I said, what do animals do when they run out of food? They go find where the food is, right? If people get mad when I say that because data centers are not going away. I know that data centers aren't goin' away, but they're going to get quarantined like mainframes got quarantined. It's going to be an expense area, it's not going to be an investment. And what do you do with an expense? You quarantine it, you cap it, you hopefully keep it flat, or your reduce it. But, sure, the data centers are going to be around for a long time but all their market caps are based on big growth. And, where people are confused is, for the last five years, everybody said we are moving to cloud. But they were talking. So if you look over the last five years, all the people selling the on-prem have done very well. So, clearly, this whole cloud thing was a hoax, right? Because, for five years, you said it was coming and it hasn't, so therefore I'm good. The problem is you're good right up until you're not good and that just happened. >> And that's happening now in your opinion? >> That's happening now and your seeing it in peoples results, publicly. And they're washing it over. They're saying it's a temporary problem. I compensated the field wrong. Bullshit, I know what's going on and, you know what? There's going to be no hiding from that. >> Yeah, and the expansion's going to be in the cloud where the developers are building apps that drive top line. >> Steve: That's where all the investment's going. >> Okay so, there's a couple of major areas developing with the cloud dynamic. The cloud scale and now data tsunami and data scale. Diversity of data and all those things are happening. You can see that in the announcements. Large scale data, the data layer network, data ops, data as code, infrastructure as code, large scale, all that's great. But networking still becomes the fundamental problem. Jassy talked about it on stage. Hops to the network, they got this wavelength thing for 5G. That's really cool. All the kind of important things that are going on, is going on at the network. Same concepts being applied to a new architecture. >> Yeah. >> Your thoughts? >> Exactly right. One of our customers, I forget who it was, said a phrase to me that I love. Again I steal everything John. >> John: I steal from you. >> Yeah, he said the network comes first. I go that is perfect, I'm going to use that. In fact, actually it's on our website. The network comes first. Because when you're building up that infrastructure, in all of computing. Compute network and storage, what's the most important? Network by far. Why, because if the network isn't architected correctly, you're screwed for life. So you've got to get that right. So that's what everybody is doing right now. Is they look and they say strategically, we're going to go build a city. First thing I got to go and do is get the basic infrastructure, and the network comes first. That is the core of my basic infrastructure. If you get that wrong, life is bad for a long long time. That's what's going on right now. >> Okay, so you've had a great career, you got the CEO of Aviatrix going on. You're also looking at startups, you advise, been on boards. What's your view of the startup landscape if you're advising startups to go at this market, this trillion dollar enterprise market, the money's being thrown in the air and the money's in the middle of the table. How do they attack that money, how do they attack the marketplace? >> First thing, number one, you got to be cloud native. You have got to understand the basic native constructs of Azure, Google, AWS. You cannot be just this thing that plops on top of it, you got to be able to programmatically, program that infrastructure and leverage it. Because all of the hundreds of billions of dollars being spent, you want to use that, right. You don't want to have to go recreate that. So that, to me, is number one. And then number two, I think there's a lot of opportunity in the cloud. Everybody thinks AWS will do anything and everything you need in networking. That is a bunch of crap. There is so many limitations that they have for enterprises. Like hundreds of limitations. The beautiful thing with networking is you push one area, and ten other problems happen. So we've got 20 years of things to do to make networking better. So that's what we're going to do. But also at the edges, right? I would say where the interesting thing happens, is the interface between on-prem and cloud. So BGP, IOS, Cisco IOS, all the things that, because it's kind of like the virtual, the physical interface. It's the cloud to on-prem interface. There's still going to be an interface. >> John: You still need plumbing. >> Then there's still going to be an interface. That interface is where a lot of the complexity and friction comes. So whether it's IoT, edge computing type things, or things that we do of bringing that cloud in a seamless, kind of simple, automated way. Bringing on the on-prem into the cloud world in a very seamless way. >> John: So, I'm got to ask you a final question. You came out of retirement. You had the good life on boards, golfing, clipping coupons, going to the beach every day. Now you're the CEO of a company going grinding it out again. A lot of older ageism coming back into the biz. A lot of people who have been in the systems business. >> Steve: Oh yeah. >> A lot of people coming back into the game. Why did you come back, what was the main driver for you to come back out of retirement? >> 'Cause this is a thousand foot wave and it's ten times bigger than what I saw in client server. It's the biggest opportunity of value creation and innovation that I have ever seen and ever will see in my life. What's also fun is every single one of the customers that we are dealing with are all old guys like me. They're all 40s, 50s, 60s, it's the IT guys from 30 years ago that everyone left for dead. Everyone thought, oh it's the developer-led infrastructure, the developers are going to do everything, uh uh. This is IT, IT is coming back and saying thank you very much developer, we got it from here. This is serious business now. This isn't fun and games anymore. We're taking over. >> But it's serious IT, it's reborn IT, it's not the old IT. >> Not the old IT, they want to do it. It's the old guys. But they're enlightened guys and gals and they want to do it in the cloud way, with the simplicity and the automation. But yet I want to bring the functionality, visibility, and control that I had on-prem. I don't want to do it the old way. I want to do it the new way. Guy today I was just talking to a customer who said, I don't want to build my Dad's network. But he's 50 years old, he's my age, you know. And so, but I think that's the key, they're enlightened networking people, yet they have the 30 years of history of understanding the subtleties of BGP and networking. >> This was our chance to hear you in the Cube, we had such a great time, our team's awesome. It's our seventh year doing reInvent, eight years total of this conference. What's your take of Jassy's Keynote this year? Is this an inflection point? Is this one of those moments where you're going to look back and say this was a time that Amazon made a change, or gassed it extra hard? >> I think, my take is, look every year he says amazing things and every year is another step function. But I think this year will go down as the year that people will look back a couple of years from now and say that was the point, that it got serious, like really serious in terms of big enterprises coming in and I think it's going to send a message to the other public clouds, and a message to all the other enterprises that say hey, maybe I'm falling behind. When you see Goldman Sachs and you see banks are laggers to the cloud. They're not early adopters, they're laggers. You see that and you go well, wait a minute, maybe I'm missing out. I think it's going to actually accelerate because he's seeing it, you know. So I think it will go down as a big inflection point. >> John: Steve Mullaney, President and CEO of Aviatrix, who's going to, you'll be on Thursday to go over some of the stuff you guys do as a company. Appreciate the commentary, and great experience riding the wave. How high was that wave? >> A thousand foot. >> Thousand foot wave. We've been riding this wave for years. What a great time it is to be here at reInvent. Keep coverage, I'm John Furrier. We will be back with more coverage after this short break. Here in the Cube Intel Studios sponsored by Intel. Thanks to Intel for your generous contributions to making the Cube and supporting our mission. We really appreciate it. Thanks for watching, we've got the more coverage after this short break. (upbeat music) (upbeat music)
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Brought to you by Amazon Web Services and Intel I mean the CEO of Aviatrix, Steve Mullaney. This is the new game, that the center of gravity is in the cloud, John: Well, I want to give you a prop John: Harold shout out to you. Can you share what you mean by so for the last 20 to 30 years, Cisco, Yeah and one of the things I want to get your thoughts on and content people, they're moving to the cloud. evolved into the crown jewels of AVMWare. So the question I have for you is, They had all the features, all the functionality, John: All right, so I want to ask you about multi-cloud. Whatever the ratio is then just pick one. in the first inning of this cloud All right, so I want to get your take on two things, but also the customer's consumption has to be addressed. And I think that's going to resonate with enterprises. Well, I would say, if you got to transform, So you got a lot of buzz in the analyst community and the animals being the vendors. But, sure, the data centers are going to be around I compensated the field wrong. Yeah, and the expansion's going to be in the cloud You can see that in the announcements. said a phrase to me that I love. That is the core of my basic infrastructure. money's in the middle of the table. It's the cloud to on-prem interface. Bringing on the on-prem into the cloud world John: So, I'm got to ask you a final question. A lot of people coming back into the game. the developers are going to do everything, uh uh. it's not the old IT. Not the old IT, they want to do it. This was our chance to hear you in the Cube, and I think it's going to send a message and great experience riding the wave. Here in the Cube Intel Studios sponsored by Intel.
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Preston Smalley, Comcast | Comcast CX Innovation Day 2019
>> Of Silicon Valley. It's the Cube, covering Comcast innovation day brought to you by Comcast. >> Hey, welcome back everybody, Jeff Frick here with the cube. We're at the Comcast Silicon Valley Innovation Center. It's a really cool space right off of Buffet. And they're doing a lot of new technologies here. It's not the only Innovation Center in the country but it's one here in our backyard. And we're excited to be here. Comcast is having a special event talking about really CX, customer experience. They brought together a bunch of super smart people invited us to stop by and we're going to share some of that with you. And we're excited for our very first guest he's Preston Smalley, the VP of product management of Comcast, Preston great to meet you. >> Good to meet you too, Jeff. >> So really cool event today. We talked about a lot of different things about customer experience and really all the applications that are on the front edge that define that customer experience. And you guys are doing a ton of innovation there. >> No, we are I mean I think it's, we were talking just this morning about all the different ways that we're trying to meet customers, where they're at and building products really around those needs, right? >> Yes, so I think the one of the ones that doesn't get enough credit not enough conversation is the voice. And I've got the voice remote at home. And it's really fascinating, especially in the context of there's so many places that what I'm looking for might be and I don't really know what the licensing and arrangements are that you guys have set up with Hulu or with Netflix or with HBO or if it's on HBO on demand or HBO live. So to be able to have kind of a single point of reference to just push that button and say, "Stanford football," and have it show up, it's amazing. >> No, it really is and I think you know, the voice remote has been one of those big hits where you know, people always love their TV remote but, you know, a number years back we started exploring, could we put a voice you know, search capability directly into that remote. And I think what's great is people they're really leaning into it. So we're seeing a billion voice commands happening a month, >> Billion? >> A billion, one b. Through the remote and I think it's just become a part of their life. Right? And I think it's everything from the simple to saying NBC into the remote to the more complicated things like Notre Dame football or what's my WiFi password? or whatever the things they might be asking out of their device. >> So curious on the development side was like about features, but what were some of the real hurdles that you guys knew you had to overcome? And what were some of the surprise hurdles that you didn't necessarily anticipate? >> Sure. I mean, I think the ones you knew about were we've got to be able to translate speech to text and you know, there's there's existing infrastructure that allows for that and doing that with high accuracy. But the good news is we actually had a head start in organizing the content. And so we already had dealt with text based searching of all the different TV shows and movies and such. And so we had all that base of knowledge that we could then tap into. We're now at a stage where that kind of covers the basics but we're trying to understand how do you both increase the breadth and depth of the kinds of commands that you will do through the voice remote. And so you mentioned some at the beginning things like being able to search, not just the content that we bring but things like Netflix or Amazon Prime or soon Hulu. And so partnering with those companies, you get all that information in a way that works very well with the voice remote. >> Right and then you even have it bilingual, right? You even have Spanish and English. >> That's right. >> And it can flip it can switch back and forth on the fly. >> That's right, yeah, so we support both those languages, including a combo a mixed mode where in households where you're seeing both Spanish and English be interwoven, it'll actually even work in those contexts. And then recently, we've also introduced Canadian French and so we license our technology to Rogers and video Tron up in Canada. And so we've now introduced that capability as well. >> That's great, So a long time ago we interviewed Domino's and it's when they first introduced app ordering. And at first you think well app ordering but there was all this like second order benefits that Domino's replied in terms of accuracy of the orders and supply chain impact. So I'm curious if there's some, you know, kind of second order benefits that you guys are realizing with voice that maybe you didn't think, you know, what are some of the surprises that have come out of that? >> Well, that's a good, good question. I think in terms of surprises, it's the types of things that people are looking for you now have, you now have the ability to figure out what kinds of things people are interested in which you wouldn't have been able to know in a typical browse setting. So for example, we support now over 150 apps on X1 as far as third party streaming apps but we know the ones that we don't support because people are saying and into the remote, whereas we wouldn't have got that information prior. >> Right. >> And so now we can actually go and try and meet those needs. >> Now ,it's interesting. You talk about meeting people where they are and you know, one of the things that's happening today is people have all these options, right? They can get it through their Comcast service if they're doing that but you know they may want to have a direct relationship with Hulu is one that you picked out or with Netflix or this historical ones, you guys now are enabling an option for those people that choose to directly engage with those content providers and just use Comcast, as an internet provider. Tell us a little bit about what you guys are doing there. >> Yeah, sure. So obviously, we've had strength in the, in the TV space, and being able to organize and aggregate all that streaming content with your traditional television content. What we've done now is take that investment in X1 and pivot it into a new product this year, we call Xfinity flex. And what that product does is it's a streaming device that should be comfortable for an internet only subscriber that they hook up to their TV. It's 4K, HDR, wireless. And through that device, they're able to aggregate all of that streaming content in one place. So whether it's app content that they may already have an existing subscription from or it's ad supported internet content or maybe they want to buy some more content from us right? And so we'll bundle and sell those subscriptions directly and include that as well. And we've actually been pretty surprised, you know, you take something like Netflix which is highly penetrated in the United States we're pretty surprised how many people are still signing up new as a Netflix subscriber in our service and so by just making it easy and just one click away we found that people are they're opting to do that. >> Right, I'm sure they're happy to hear that in Los Gatos just down the road >> Exactly. No, they're a great partner and either way we're helping them >> Right, right >> They're trying to reach what they call kind of the Netflix nevers people that maybe just hadn't gotten Netflix prior, right? And so we're helping them with that. >> Well, it's really interesting, you know, kind of the you know, kind of TV versus computer you speeding the TV's kind of your passive experience, you're sitting on the couch and you just kind of watching where the computer was more two way and then there was dual screen kind of activity, but you guys are bringing a lot of the stuff that was only available on your pc or your phone now directly into the Comcast experience, you know whether it's YouTube or whatever. So it really it's kind of blurring those lines. But I want to shift gears a little bit about, you know, kind of the role of the internet in homes today, has now expanded beyond entertainment. It's expanded beyond information and IoT now is entering the home probably the biggest one is nested, connected thermostats and connected door bells and ring and you know, we're seeing videos from people's rings all over the place. You guys are sitting again, right in the middle of that ecosystem. So how does IoT and connected devices and thermostats and refrigerators and doorbells impacted the way you guys think about delivering internet into the home? >> Well, I think it's really been a watershed moment for the company, moving from, if you go years back to bringing internet to the wall and making it available in the home to saying look, we've got to actually really control the coverage of that WiFi in the home and make sure that it reaches all the corners of the home but then also providing the control that people want of the devices in there we know that for power users we're seeing today, 20 connected devices on the home network. And I know my house, I'm up to 50, right? And I think what customers don't have and don't want is an IT person directly in their home. They want it to just work naturally and easily. >> Right. >> And so one measurement of success that I know is how often my mother in law gives me a call saying, "Hey, Preston, yeah, this thing's not working in my house." It's got to be really easy and straightforward. >> Right and then just in terms of just being a backhauler and the internet traffic that you guys are hearing because all those connected device or your kids devices, they all want 4k streaming, they're watching movies, you know, come down and watch TV on the big screen, no, no, no, you know, I'm watching it in the room. How does that kind of change the way you guys think about delivering bandwidth cause 4K is a lot more, go to NAB, you're just going to soon be 8K's and 12K's and all kinds of crazy stuff. So your role in actually just delivering bandwidth has changed significantly over the last over a year. >> Absolutely, I mean, there was a stat on bandwidth that surprised me even just to look at it, which is in, in the last 18 years, Comcast has increased bandwidth 17 times. And it's just every, you know, we just keep increasing that because the demand is there, you know, 4K takes, you know, more than your 1080p then did your SD and the more streaming that's happening, it's just, it's requiring more bandwidth, so we're happy to provide that. You know, we now offer one gig internet across all of our homes, we reached 56 million homes, I think it's the most in the United States as far as one gig availability. And so regardless of how much bandwidth you want to take, we're going to bring that to you. And I think recognizing that we also need that coverage in the home and out of the home through Xfinity WiFi hotspots, just trying to bring that there. But you mentioned kids too, I wanted to build on that which is, you know, I'm a parent and being able to control how and where my kids go in the internet is important. And so, you know, being able to put limits, whether it's bed time limits on their devices or we've recently introduced in our testing app base limits. So you could say they can't use Instagram or they can only use it 30 minutes a day. And so being able to have that kind of control puts you in the driver's seat as the parent of kids in the home. >> Preston, I think you're going to be busy for a little while here at the innovations center. >> We are for sure. >> All right, well, thanks for spending a few minutes we could talk all day but we'll have to leave it there. >> All right, thanks Jeff. >> Thanks a lot. He's Preston, I'm Jeff. You're watching the cube. We're at the Comcast Silicon Valley Innovation Center in Sunnyvale. Thanks for watching, we'll see you next time. (distinct music)
SUMMARY :
brought to you by Comcast. and we're going to share some of that with you. And you guys are doing a ton of innovation there. and arrangements are that you guys have set up No, it really is and I think you know, And I think it's everything from the simple and you know, there's there's existing infrastructure Right and then you even have it bilingual, right? and so we license our technology to Rogers that you guys are realizing you now have the ability to figure out And so now we can actually go and you know, one of the things that's happening today you know, you take something like Netflix and either way we're helping them And so we're helping them with that. impacted the way you guys think about delivering and make sure that it reaches all the corners of the home And so one measurement of success that I know and the internet traffic that you guys are hearing because the demand is there, you know, Preston, I think you're going to be busy we could talk all day Thanks for watching, we'll see you next time.
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Sael AlWaary, Bank ABC | AWSPS Summit Bahrain 2019
>> from Bahrain. It's the Q covering AWS Public sector Bahrain brought to you by Amazon Web service is >> over and welcome back to the Cube. Special coverage here in by rain in the Middle East for Amazon Web service is eight of US Summit. I'm John for the Cube our second year, where cloud computing has changed in the landscape. It's changing the entrepreneur equation. It's changing the money equation, and Fintech is very popular. Next guest. Special guests. Ideal worrying. Who's the Deputy Group? CEO Bank, ABC. A legend in the industry. Also the founder. The Fintech Forum Coming up on your fourth big event, But you're keynoting here at Teresa Carlson and A W s Summit car on digital only bank. Welcome to the Cube. Thank you, John. Thank you. Pleasure to speak to you today, so I got a lot to talk about, but digital only bank. This is a really special time in history. Now we're living in a digital error and the digital is driving business change and digital business is on the on the plate of every major executive in the world. How are you enabling digital business, >> John? The way, The way I look at things that two years ago I have went to my board. I said, I wanna disrupt the bank. I want to develop a business digital strategy. And to do that, we have three pictures. We have to run the band first and transform the back. To do that, we have to continue investing on modernizing the bank. Then you evolve the bank investment by creating new product. And finally you just hop the back and how you disrupt the bank. And she's using the digital highway and introducing the cloud computing on bringing a new tools wishes changed the framework and changed the mechanics of the bank. So we created way are not a digital only bank which will be going live in two months time. We launch a wallet on all that sitting on our eco systems it in the cloud the very brave and bold move. But I can tell you, without that you will lose the transformation. Banking today is different than they're gonna be banking of tomorrow. Yeah, we have to start getting into the journey of transformation. >> Bold moves require bold leadership obscenity. You are that this is hard. It sounds easy on paper. You got people to convince. I agree. Changes hard people. Cultural change. How did you do it? What >> was the great question? John are started that in December 2016 I went to my board when the frantic start moving heating our partnership. Look, I want to be on the transformation. Jr and I worked for about 6 to 9 months in greeting our niche with the board unit. Explain to them frantic abroad. Them actually a special fintech speakers guidelines. So I invested heavily. I would always take holder board level people, groups Vo and tell him about the impact of digitization. New cannot afford distant idea. Feel distant. I didn't do nothing. He parked the chain was moved. We'll go without you. So what you're saying is that investment is awareness. You have to explain to him why you cannot treat fintech with the threat. You have to embrace it. >> I love that. I love that leadership. It takes time to nurture and unset the table. Absolutely. And then understand the cloud only strategy. And then you got to sell it and then you gotta implement. These are the new dynamic >> fears fears. John is that most of the stakeholder. They think of cloud as secure and the spending of times They're not security. Instead, he was spending the time questioning spend their time to improve the security with Amazon. We are partners Now we sit with them and doing a demon years. And I tell you, I'm putting all my critical banking system on the ground. >> When you talk to Amazon, you're a bank. Thanks. Have money. Thanks can be act. There were people who worried about all this. Trust is important opportunity. What made you decide to go a W s? >> There's a very first of all. When I decided to individuals with my decision, I looked at you guys, the investment you made it in security, the investment you make or not. Indeed, I looked you committed to the region. I was someone my neighbor you guys have invested that made a bold move to be in Bahrain That did a lot, picked a lot of boxes for me and that was an important move from AWS. And I tell you many regulators today they were going to cloud eventually. So it's very important that anybody is Bridget himself in the >> region. But we love a W s because we covered them. And in depth is part of our media business. And we look at disruptions to and I want to get your thoughts on fintech disruption. We were talking before we came on camera about some key times in history where disruption happened in trade. That is a tale sign for what's happening in that. Tell the story. >> All right, let me tell you the story. In 1953 the first word cargo ship sent from New York to Houston. That chip change the word made history. Why? Because it has the container. So you could supplier trade, sending through the container to different destinations. You know, before how you used to be put them in the trade through It was a nightmare. That disruption have actually improved the globalization of increased trade business. Today all this equipment here comes Chicago comes through container and each container is labelled through computer. So we re vision today Fintech made the same making same disruption in banking on my notions, everything >> and wears a similarity. Scale >> matter, united disruption. This came a volume betrayed should become disrupted. Everybody start using your container. The business the globalization fintech, globalization, skin awareness. So what? The way I see similar to that we had a disruption. Trade become more familiar. Lifestyle has improved. You can now put your house. Your TV is coming From where? From? Your Maybe >> all the cargo containers have changed. Shipping fintech is changing banking, banking >> and lifestyle. You got it. You got a job. >> And so now, well, ironically, two containers or changing the cloud Because containers and kubernetes and frustration, This is about software. That's right. Software money has been a term kicked around. When you hear the word software defined currency software to find money, what do you think of? >> Look, at the end of the day, who writes software people? Human. So basically, the thinking has become from you and I for the people that sit and think about the codes. Yeah, programmer the corner. But there's somebody behind it thinking So you have a thinker on this thing? Got Arjun you the word not the coda. >> Big moves and Finn ticker happening. I want to get your thoughts on leadership in this world where cloud has pretty much instant benefits if you execute properly. Absolutely. There's also architectural thinking. So the word business architecture is not something that they teach in business school or sometimes has to be learned over time to operate a business and go have a growth strategy in changing technological landscapes requires a business. Architecture has to have a ballistic systems thinking this is hard. You've done that for multiple years. What if you learned what were some of the challenges that you came? >> You have to look at when you're running a big enterprise. You have a lot of investment around the world, and a lot of duplication are out of inefficiency at the leader. Money to show my steak stakeholder efficiency. I want our own better shop. Now, if technology can help me to do that, why not? You'll have to jump onto the wagon? Yeah, yeah, I cannot sit idle, and I see a better efficient shop but bank running more efficiently. So I looked with technology addition to disrupt the way I work, but positive disruption. Yeah. The main thing is that the disruption should be a catalyst for a positive change. So what I learned I learned efficiency would the digital disruption with the cloud today and instead of putting 25,000 servants to serve my 18 countries. I put in the cloud. You done it. You know the economy is Ken Jordan and the shaving >> the flywheels. Amazing. The operational efficiency are amazing. As an executive, you managed to results at the end of the day. Business is business. Results matter. How are your results? You gotta make money >> at the bank. It I have a good show. Uh, results. >> Got to make some money. How do you see that? Evolving digital only business. What's your strategy? What's your roadmap? For? How you see the money making kicking >> in, John, that our clients becoming sophisticated. My corporate client today if I don't deliver in a digital solution through his statement, give the payment, Foster. He's gonna go for a fintech company because today, front companies are competing with me eating my lunch. So I have to prove, if my client becoming digital Chevy more sophisticated, I cannot sit and watch. So I have to invest heavily. You make sure my client is satisfied giving the right cash management to transaction banking. All this the book payments or this have to be alternated. So I have to be continue looking after my client. That's where the money >> are you happy where you are, Where you're at right now? Are you happy with work? >> There's always room for improvement. I will continue. Invest on Are we innovate because you cannot stop. I mean, look, I'm a zone today. Would they stop? >> No, no, they're not stopping >> way. We need to continue. >> What's your areas that you think about for the next five years? Fintech. What are an important area? >> You know what? I think Joe's gonna affect our lifestyle. A I artificial intel. I feel way only seen the beginning. We have seen nothing out of the way. A bank, ABC. We just lost our first digital employees. Uh, her name is Fatima, and we will be coming live in November. I tell you, this is the beginning. I feel artificial intelligence is gonna affect our work force in the world. >> Tell me more about this digital employees concept. >> Well, that until passionate about what we worked with a company called So machine in you Zeeland on there are the same people who actually invented you've seen the movie of it all. Yeah. So the same people actually design movie and avatar work. We work with them to create a footman. Fatma is already being trained. Do help a new Crying Toe Bank, ABC. The Tissue Bank Open account. Two shoes. A correct credit cards for you Help you and also to be able to have a chat with her to be able to ask you a question. Jerry. A question about the Bahrain about the population but banking. It's a journey on. The journey's so far being successful, and I continue. If you ask me the question in a year's time, I would tell you probably thought it would be somebody else. >> This is helping augment the experience for your customers. That's the goal, >> absolutely. And from experience with my consumer. >> Okay, I want to change the subject and talk about the fact you're the founder of the Fintech Forum. You've had your third edition for the coming up. Talk about the event. What's the purpose? >> Uh, in in about 2016 December, I went to them sentimental by rain Governor and I said, We want to sponsor a frantic conference so self like impressed that immediately and British idea. And then I went back to my board my good CEO, I said, We want to sponsor the fish interconference on my papers at the time, the warning Because at that time in nearly 2017 we hear different around the region. Nobody actually sat there and say, Was the interactive printed on banking? You see, other victim. So I launched the first winter conference Was its success 2nd 1 also a sex. And the 3rd 1 was a kook because we put the top speaker on the world. And now people are judging me for the 4th 1 event business Now. No way about Responsive Bank. NBC's was the sole sponsor. >> That's exciting. And I think these events are changing, too. The fact that you're getting into events, you're contributing your knowledge, your also sponsoring providing some working capital >> contribution as a bank. International bank. At least I can do to support my reign infrastructure in the vision in a fintech. Sorry, >> no problem. Think out of the water. I want to say I want to get your thoughts on something. I feels important. I said this last year and the year before, when Amazon launches a new region, yeah, it creates a revitalisation. It has computing power has all those things. It's a center point of innovation. How do you see that same thing? And what's, um, things that people might not know about the Amazon relationship to the area? Because all this innovation and enablement fintech societal change the government ministries are coming online here by rain. Entrepreneurs are creating value. They're getting funded this liquidity banks, air going fintech A modernization wave is happening with a new generation of young people and existing businesses. This is a digital complete modernisation. Your thoughts on on all this digital transformation Societal at a societal level with Amazon >> Amazon already contributed to the digital economy was in it in the world. And I've seen already the impact this part of the world. The fact that this conference is summer today I can't answer your question. Look at the contribution. You have about 2000 people here look the excitement of what to bring into the region. I have seen people today from Chaudhary from Kuwait, from Morocco, from Amman, from Egypt here. So you are actually building the knowledge excitement and you also have been people to understand the ecosystem and what was missing. So what you doing any bill Us now actually investing heavily on educating awareness of the digital destruction and digital economy. You are participating in the digital economy. I mean, also today I heard from Malaysia. Very good. Exactly. Sponsoring a program a degree with University of Bahrain doesn't pass just free. So this is basically you Continue doing that. And you find AWS is already effective. Life like the clock is gonna be so I think it's body is already contributing the digital economy worldwide. >> You know, I'm fascinated. I'd love to have more conversations with you on this, Maybe at your forum. But one thing I want to get your thoughts on is with digital collaboration is not just face to face. You meet people here from different countries, but then we go back to our place is but we're still together digitally. So the scale of cloud computing and digital is impacting not just money collaboration. What's your vision on how collaboration and the role of people are going to play in this new dynamic? John, >> if you have asked me three years ago our video I was a threat with winter company with your banker. They're gonna eat my lunch. But today you realize with time the only way you can move on trust through collaborating with the company. That's why today I'm sitting with AWS sitting with other victim basically breaking people. I know my banks, but I don't know how to build a clock ticking. So I caught a break. I don't know how to move on a new Sophia or so I go with. I want to use it to get that. You see what I mean? >> Yeah, I think you have another good point that we reported on many times. And that is that when you collaborate with these technologies, it makes the domain expertise and the data that you >> have >> more intellectual, more emotional property because, you know, banking intimately. You have data, you have customers. That's your intellectual property. You could use that faster with the resource. This is a new competitive advantage >> with analytics would get the science. The data is the new order, if you should, but you need the tours. You need another unique data scientist. And when you have the distant scientist dental become than yours. >> So he'll thank you for sharing your awesome insights here and let you hear about rain. Really appreciated. Congratulations. Tino speaking. Bank, ABC. Thank you. Going all digital. Bold moves. Bold leadership. Thank you. Thank you very much. We're here in the Cube. We're live broadcasting here and by rain. 80. This summit. I'm John Ferrier. Thanks for watching.
SUMMARY :
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Christine Heckart, Scalyr | CUBEConversation, February 2019
(music) >> Everyone, welcome to a special CUBE Conversation. We're here in Palo Alto, theCUBE Studios, I'm John Furrier, the host of theCUBE video, we're here with a very special guest and the new CEO of a hot startup, Christine Heckart, CEO Scalyr. Welcome to theCUBE, great to see you. >> Thank you. >> Thanks for coming on. So, you're the new CEO of Scalyr, the CEO transitioned. >> Super great founder, great engineering team. >> Yes, yes. >> Hot startup, lot of finance and a lot of customers. Tell us about Scalyr. >> So, Scalyr was founded by a guy named Steve Newman. He is a serial entrepreneur. Scalyr is his 7th company. His 6th company was called Writely and it got bought by Google and is what we all know and love as Google Docs today. So, when he was inside Google, building out Google Docs he had the same problem that a lot of engineers do right now especially if they're on a modern stack. It's really hard to troubleshoot. It's hard to figure out what's running well and if there's a problem where it's at and fix it quickly. And so he left in 2011 and he founded Scalyr. >> And so, the company has how many employees? Just give us the quick numbers of employees, funding, venture involved, customers... Give us the quick numbers. >> The company has a little over 50 employees. It just took a Series A round about a year, a little under a year-and-a-half ago. Led by Shasta Ventures. There are 300 paying customers. We grew the core customer base last year by 170% revenue. So, it's growing very quickly. We more than doubled the employees in the last year. So, like you say, it's on fire and we're trying to scale up ourselves as we help our customers scale. >> So growth is obviously rocket ship growth is an attractive, enticing opportunity for you. You've been there, done that. So, what else attracted you to the opportunity? What made you make the move to take the leadership helm as the chief of Scalyr? >> The thing that attracted me most to Scalyr is that the world runs on code right now. And for companies for whom the code is the company downtime is money, it's critical. But, in these modern stacks, it's really hard to figure out where the problem is. Everything's been so abstracted. And if you're cloud-based, if you're moving to serverless, if you're on Kubernetes or some kind of container platform trying to do orchestration... Any of that makes it faster and easier to build a service but a lot harder to figure out if and where there's a problem within the service. And Scalyr's designed by engineers for engineers on modern stacks to help them figure out where that problem is and get it solved very quickly. >> So obviously the new wave is the cloud. Cloud natives search for big opportunities converging. What's the market opportunity? What are you guys going after in terms of, if you look at the marketplace, what's the segment you're going after? Lay that out, what segment are you in? Is it just cloud, is it a piece of cloud native, what's the market opportunity? >> We serve customers who have applications built on a new stack a cloud-based stack. And typically the people who use us most and who love us most are the site-reliability engineers, responsible for keeping it up and running. Dev Ops, true developers... One of our largest customers is a company called Zalando. They're an older company that did a digital transition, and so they do online e-commerce now, one of the largest in Europe. And for their engineers, 25% of their engineers use the product daily. 50% use it weekly. So, it's part of the workflow. It helps them do their jobs better. So, it's a utility. And the founder, you said, worked at Google, obviously he saw the scale there. They have a site reliability engineer concept that's obviously run a huge infrastructure. Is that kind-of the market you're going after? Dev Ops, SRE types? >> Yep, so we're an observability tool. There's kind-of two camps of observability. We've started in the logging space. So, what we're really known for is the fast logging tool. And the reason why we're known for being fast is unlike all the other architectures that were optimized for the more traditional stack, we've been written and optimized for the new stack and we're the only architecture that doesn't use keyword index in order to do that search. And that's what makes us fast. But it's also what makes us more affordable. And it contributes to, the architecture contributes to the simplicity of how you can use the tool and how the tool is written. >> So, the core tech is, under the hood would be, what, what's the core tech in that. Because speed obviously means you've got some technology there. What's the core technology that makes that speed work? >> So, we're a true multi-tenancy product, we run on Amazon ourself, it's a multi-tenancy system, it uses massive parallel processing. And basically we can ingest any data, in fact we're designed for machine data, for logs, for things that don't, they're not full documents, it's not like a video or something on the World Wide Web. These are little tiny events that come in and there's lots and lots and lots of them. Scalyr is the name of the company, we scale up and we scale out. And what we do is, when you go to run a query we throw every processor in our system at every query that comes in. And the reason why that becomes important in this multi-tenancy architecture is the more customers we have, the more data that we ingest, the more servers we have to throw at every query for every customer. So as we grow, the service gets better, it gets faster, it gets more affordable for all customers. >> That's the best thing about the cloud, you can bring that compute to bear so you have a little flywheel of acceleration. Talk about the role of data, because this is interesting, one of the core problems we hear a lot in the cloud native world is that so many, now, sets of services being deployed Kubernetes is becoming the de-facto sceme for orchestration around micro-services, containers obviously they're our standard as well. Which means there's more instrumentation, right? So, I could almost see how the founder saw this future because he lived it. >> Exactly. >> He lived the future, and now the real world's going "hey, we have that Google-like problem, we have tons of services playing around but it's not just logging and getting a query back in minutes. These services are talking to applications through each other. This is like mission critical. >> Very mission critical. >> Is this what you guys are doing? >> Right, if you are running in a traditional environment and you're running sort-of traditional applications there are really good logging solutions out there for that. That's what Splunk was founded on, they're amazing at doing that. But, nobody had built an optimized logging system and an observability system for the new stack. And that's what we're designed to do. And you use, you said, in minutes. And minutes is what it takes for most log queries in a traditional environment. 96% of all of our queries happen in less than a second. We're fast. >> So, this is really what the Agile teams need, Dev Ops teams need. >> Yes. When code is money, when it's the company, when every second of downtime, or even a service that's impaired, it might not be hard down but it's not running the way that it should, that impacts the customer experience, it impacts how many customers you can get if you're a real-time business, it impacts revenue. It's important to get that service up and running quickly. >> So, you guys are re-imagining logging, which is more mission critical rather than okay, where the breach is, what's going on in the basic logs, like Splunk used to do. So, talk about the product. Who's the target persona, how is it consumed, you mentioned on the cloud, is it SAS? How does someone get involved, do they just download it, do they get a consult, talk about the product and the target audiences. >> So, it is SAS, it's delivered by SAS. We don't have a non-prime service today or an offering. And, typically it's the site-reliability engineer, the architects, the developers themselves, Dev Ops for sure, Cloud Ops, they're the ones that are using the tool day-to-day. And it's a beautiful dashboard, a lot of it is just point and click. You can go in, if you want to add English-language query, you don't have to learn a special query language to use this, that's why people say it's so fast and easy to learn to use and I think that's why we get the kind of daily usage we have. You don't have to be an expert in the tool, it's very intuitive, you get a dashboard, you can just keep clicking down off of a chart and get all the way to the code. In fact, we can link you from where the problem is straight into the code that underlies that so you can then go and solve the problem. >> So, it's really easy to get into. >> Very. >> So I don't need do any kind of elaborate configurations? >> No. You don't need to do elaborate configurations and, as importantly, you don't need to learn a new specialized query language. Which, again, in the more traditional systems you find that there's only a few people that really know how to use the product because you have to learn the query language. It's kind-of like CLI or something in networking. And so there's a few specialists and they're very good, but if you're an engineer and there's a problem and you want to use the tool, you don't have time to become an expert. You've got to just use it. And so, even though it's designed to search machine language, you can use English, it's pretty easy to figure out how to write that query, and it comes back so quickly, if you didn't get it quite right you can just refine and do the search again and narrow down. >> I can see why the V.C.'s like this, the venture capitalists, because it markets good, big wave, cloud native lot of growth there. Certainly hyper-scalers, enterprisers are coming next, so I can imagine that's more head room. Product is consumable, SAS, in the cloud, technology that's fast, compelling, >> You're good, you can be on the pitch team. >> Final check box is customers. >> Yes. >> So, how many customers do you have? >> We have 300 paying customers. That doubled in the last year, and we have some big names and a lot of small companies. So, some of the fun ones are Giphy, my kids love that, my husband, right? Using them every day. NBC Universal, kind-of on the other side of that. Companies for whom the application is the business. And it can be a traditional company that's trying to launch new digital transformation initiatives, or it can be companies that were born in the cloud. >> And that's only going to get better, again, the markup. There's more companies going to the cloud. Talk about multi-cloud, because you know we had conversations in the past before you came on Scalyr around multi-cloud. That's only going to increase the sets of microservices and the role of data. Not just code, because code is data. Data is code. It's going to be a whole data ops movement coming soon, we see that tsunami coming. How does the multi-cloud fit into all of this in your mind? Is it too early, is that coming later? Or, is it available now? Could your customers have the multi-cloud now? >> For our customers, if they are in a multi-cloud environment today, we're an ideal tool for them 'cause we can run on any of their clouds. Most customers are not yet in multi-cloud, but they're trying to get there. Just like most customers are not yet fully containerized, but you want to pick a tool today that will grow with you and get you to tomorrow. And that's where Scalyr comes in, because we are designed and optimized for that environment. And, there's kind-of no scale too big for us. The company was named very deliberately. We can scale up, we can scale out, and we can continue to be simple and fast as your business scales. >> Christine, you've had a track record, you've had a great career, you've seen a lot of waves of innovation. You've been working for big companies, a dozen start-ups, now you're back at a start-up. So, I got to ask you a personal question, how does it feel? What's it like back into the trenches? And, you've got a hot start-up here. One month on the job, what's going on there? >> I love it. I really love it. You know, there's 50 people in the company every one of them is high-energy they're so committed to the cause. You know, when the world runs on code and you help that code run better, you're making an impact on the world every single day. These people know it, they feel it. They're very committed. And, unlike some of the much bigger companies I've been at, you can innovate so quickly. So, I just finished my first 30 days onboarding, I have talked to our big customers, a couple dozen of our really big customers. And, they all say a couple of things over and over again, there's just some consistent themes. Fast always comes up, it's usually the first word. Simple comes up. Affordable, which is nice. People pay a lot of money for these tools and they don't always feel good about all that money. We can come in and be much more affordable and they appreciate that. But, the thing that kept coming up over and over again was the customer service and the customer support. And nobody, I come from worlds where nobody ever raves about customer service and customer support. So, it was odd and I dug a little bit, and there were two pieces to that. One, because we're 50 people, when somebody has a problem, we're all-in. It gets solved quickly. A lot of times we can sort-of flag that problem for the customer because we're keeping track. But the other thing that was brought up is when they need something that maybe we don't deliver today they ask for it. And a lot of times we can give it to them pretty quickly. There's not some big, huge long roadmap process. We're a small company, we can't always do it quickly, but a lot of times we can turn stuff around and it's great. >> Well, you're hitting the ground running, got your running shoes on, sounds like a great opportunity. You've got a lot of work to do! What are some of the priorities? I'm sure hiring is big. Take a minute to give the plug on for any hirings you have. >> So, we're just moving to brand new facilities in downtown San Mateo a couple blocks from Caltrain. And that is because we doubled the company size last year, and we need to double it again this year. So, we are hiring, if you know of any great people, please send them to us. We announced some new things at Amazon Reinvent, late last year, one of which is new distributed tracing. We're on the very leading edge of this trend, and it's an important one. It's probably a conversation maybe with Steve himself. Yeah, he's very knowledgeable, and it's a fascinating area because the APM systems, again, kind-of the traditional if you can say that for APM, have all been built for the front-end, for the websites. But, once you move into these container environments you need that same kind of capability for the back end. And so you need something called distributed tracing. It turns out that if you're born in the logs like we are doing that distributed tracing which links them together and gives you a picture systemically of what's happening and how you link the events for a fuller picture. We're kind-of uniquely good at that. So, we've got that coming out later this quarter. >> That'll attract some engineers 'cause that's a hard problem. >> It's a hard, a lot of the problems we solve are hard, interesting problems, and they're problems for the new stack, and they're problems at scale. And smart engineers like to work on that. >> You know, state's a big one, stateless applications, state is a huge problem I'm sure you guys are on, this is where the tracing plays in. >> Yes, exactly. >> Final question for you before we end is competition. Certainly people who are in the new world, going cloud native, they get it, they get the complexity, they get the opportunity as well. So, there's a lot of investment there. But, the folks that are looking at Scalyr like "ooh, what's the competitive lens"? How do you answer that? What's your response to differentiate, being different from the competition? So, there's lots and lots of observability tools, and even logging tools in the market. And from that standpoint you could say there's tons of competition. They're all built on keyword indexing, so they're all optimized for looking back, for yesterday's world. We're the only ones that are built on this very new architecture, designed for the future stack, designed for the new stack. And, we're the only ones that don't use keyword indexing. And, what we have is this amazing, multi-tenancy, columnar-based approach that gives you these advantages of fast, simple, and affordable. >> So you're staking the ground in the marketplace of speed, sub-second response, 2 queries, 4 runtime applications that are mission critical to businesses. Is that right? >> Said very well, thank you. >> Well, that's what we do here at theCUBE, we figure it out, we get the data. >> Christine, thanks for coming out. Congratulations on the new role. We'll be following you guys. Love the name, Scalyr. Scaling is table stakes now in the cloud. If you don't compete at scale, or operate at scale, or develop at scale, you're probably going to be in trouble. So, theCUBE's covering it as always. Thanks for watching, I'm John Furrier.
SUMMARY :
and the new CEO of a hot startup, the CEO transitioned. Tell us about Scalyr. he had the same problem that a lot of engineers do right now And so, the company has how many employees? We more than doubled the employees in the last year. So, what else attracted you to the opportunity? is that the world runs on code right now. Lay that out, what segment are you in? And the founder, you said, worked at Google, the simplicity of how you can use the tool So, the core tech is, under the hood would be, is the more customers we have, one of the core problems we hear a lot He lived the future, and now the real world's and an observability system for the new stack. So, this is really what the Agile teams need, that impacts the customer experience, So, talk about the product. and get all the way to the code. and you want to use the tool, in the cloud, So, some of the fun ones are Giphy, How does the multi-cloud fit into all of this that will grow with you and get you to tomorrow. So, I got to ask you a personal question, and the customer support. What are some of the priorities? kind-of the traditional if you can say that for APM, 'cause that's a hard problem. It's a hard, a lot of the problems we solve I'm sure you guys are on, designed for the new stack. mission critical to businesses. we figure it out, we get the data. Scaling is table stakes now in the cloud.
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Harish Venkat, Veritas | Veritas Vision Solution Day NYC 2018
>> From Tavern on the Green, in Central Park, New York, it's theCUBE, covering Veritas Vision Solution Day, brought to you by Veritas. >> Welcome back to the beautiful Tavern on the Green, in the heart of Central Park. You're watching theCUBE, the leader in live tech coverage. My name's Dave Vellante. We're covering Vertias Solution Days, #VtasVision. Veritas used to have the big, single tent, big tent customer event, and decided this year, it's going to go belly to belly. Go out to 20 cities, intimate customer events where they can really sit down with customers across from the table; certainly, this beautiful venue is the perfect place to do that. Harish Venkat is here as the VP of Marketing and Global Sales Enablement at Veritas. Thanks for coming on, Harish. >> Yeah, thanks for having me. >> So, we're going to change it up a little bit. Let's hit the Escape key a few times and talk about >> Yeah. >> some of the big mega trends that you're seeing. You spend a lot of time with customers. You had some intimate conversations today. What do you see as the big trends driving the marketplace? >> So at my level, what I observe with the highest thing is simplicity, instant gratification, is two things that customers love. Forget about customers, even we as individuals, we love simplicity and instant gratification. Examples around that, you know, think about back in the days where you had to take a picture, process the film, and then realize, "oh my god, the film's not even worth watching." Now you have digital photography, you take millions of pictures, and instantly you view the picture, and keep whatever you want, delete whatever you don't want. A small example of how simplicity and instant gratification is changing the world. In fact, if you listen to Warren Buffett, he'll say, "Invest in companies that is making your life a lot easier," so, if I spread that across the entire industry, I can go on with examples like Netflix disrupting Blockbuster because it made it easy for customers to watch movies at their time, and making it easy for consumption. You look at showrooming concept, where you go to Best Buy's of the world and many others, and look at a product, but you don't buy it right there. You go to your phone and say, "okay, do I do a price compare?" And then order it on the phone, where someone delivers it to your house So the list goes on and on, and the underpinning result as a result of this is disruption, all right? You look at Fortune 500 companies, just in the last decade. Over 52% of those companies have been disrupted and the underpinning phenomenon is all about instant gratification and simplicity. >> And Amazon is another great example of, I remember when my wife said to me, "Dave, you got to invest in this company." It was like... 1997. >> Yeah. >> Invest in this company, Amazon? >> Yeah. >> At the time, it was mostly books, but they started to get into other retail, so right-- >> We missed that boat, didn't we? >> I actually did, but I sold, ah! (laughs) >> I never lost money making a profit, so okay. So, at the same time, customer... Customers just can't get there... >> Yeah. >> Overnight, so what are some of the challenges that they have in getting to that level of simplicity? >> Yeah, so you look at IT spend, and when you look at the breakdown of IT spend, you'll see that about 87%, and in many cases, even greater than 90%, they spend just to keep the lights on and these are well-established companies that I'm talking about. In fact, I was doing a Keynote in, in Minneapolis one time and a CIO came and said, "Harish, I totally disagree." "In my company, it's 96%." >> (Dave laughs) >> Just to keep the lights on! So you're talking about less than 10% of your IT spend gone towards innovation, and then you look at emerging companies who are spending almost 100% all around innovation, leveraging the clouds of the world, leveraging the latest and greatest technology, and then doing these disruptions, and making things simple for consumption, and as a result, the disruption happens, so I think we have an opportunity to re-balance the equation in the enterprise space, and making it more available for innovation than just keeping the lights on. >> So part of that... the equation of shifting that needle, moving that needle, if you will, just eliminating non-value-producing activities that are expensive. We know, still, IT is still very labor-intensive, so we got to take that equation down and shift it. Are you seeing companies have success in shifting, re-training people toward digital initiatives and removing some of the heavy lifting, and what's driving that? >> Yeah, so I think it's a journey, right? So, I mean, the entire notion of journeying to the cloud is one of the big initiative to take out heavily manual-intensive, data center-intensive, which is costing a lot of money. If I can just shift all of those workloads to the cloud, that'll help me re-balance the equation. I view the concept of data intensity, which is really two variables to it. Back to your point, if I can take the non-core activity, rely on my partner ecosystem to say what is best in class solutions that I can use as my foundation layer, and then innovate on top of it, then yes, you have the perfect winning formula to really have a lot of market share and wallet share. If you're trying to do the entire stack by yourself, good luck. You'll be one of those guys who will be disrupted. There is no doubt. >> So well, okay, that says partnerships are very important. >> Without a doubt. >> You're not too alone. >> Channel is very important. >> Yes. >> So, so what do you see, in terms of the ebb and flow in the industry, of partnerships, how those are forming? Hear a lot about "co-opetition," which is kind of an interesting term, that is now, we're living. >> Yeah. >> What's your, what's your observation about partnerships, and how companies are able to leverage them? What's best practice there? >> Yeah, so just as Veritas, we're a data protection leader company. We have incredible market share and wallet share, amongst the Fortune 500 and Fortune 100 companies, but even within our incredible standing, we have to rely on other partners. We don't do everything on our own. We have incredible relationship with our cloud service providers, with the hyper-converged system to the world, like Nutanix. We just announced Pure today, so when we combine those partnerships, we can offer incredible solutions for our customers, who can then take care of the first variable that I talked about, and then innovate on top of it. So I think partner ecosystem is extremely important. For customers, it's very important that they pick the right players, so they don't have to worry about the data, and they can continually focus on innovation. >> We were talking to NBC Universal today, and one of themes in my take-aways was he's trying to get to the... he's a, basically a data protector, backup administrator, essentially, but he's trying to get to the point where he can get the business lines to self-serve. >> Yeah. >> And that seems to me to be part of the simplicity. Now... an individual like that, got to re-skill. Move toward a digital transformation. Move that needle so it's not 90% keeping the lights on. It's maybe you get to 50/50. >> Yeah. What are you seeing in terms of training and re-education of both existing people and maybe even how young people are being educated, your thoughts? >> Yeah, I think the young people coming out of college, they're already tuned to this, so to me, those are the disruptors of the world. You got to keep an eye on those millennials of the world because you don't have to train them more, because they're coming out of college, you know. They don't have the legacy background. They don't have the data centers of the world. They are already in the cloud. They're born in the cloud, sort of individuals, so I think the challenge is more about existing individuals who have the pedigree of all the journey that, you and I, we have seen, and how do you re-tune yourself to the modern world? And I think that presents an opportunity to say, "Okay look, if you don't adapt real quick," "you don't have a chance to survive" "in this limited amount of time you have in the IT space," but having said that, we're also seeing that you have some time window, and that time window will continue to shrink, so when we talk about this transformation journey, you can see year after year, the progress that, that's been made in the transformation, this leap and bound, and that's all related to Moore's Law. You think about computer and storage, it's becoming a lot cheaper, and so the innovation rate is continuing to go up. So you have very limited window: adapt or die. >> So, Harish, we were talking about, we've talked about digital transformation. We talk about simplifying; we're talking about agility. We're talking about shifting budget priorities, all very important initiatives. How is Veritas helping customers achieve these goals, so that they can move the needle from 90% keep the lights on to maybe 50/50, and put more into innovation. >> So four major themes: one is data protection. If you don't have your core enterprise asset, which is your data protected, then you can't really innovate anything on top of it. You'll constantly be worrying about what happens if I have a ransomware attack, what if I have a data outage, so Veritas takes care of it, back to the notion that you pick the best players to take care of the fundamental layer, which is around the data. The second thing that I... I would say Veritas can help is the journey to the cloud. Cloud, again, is another instrument for you to take out cost out of your data center. You're agile, you're nimble, so you can focus on innovation. Do you see the trend? So again, Veritas helps you with that journey to the cloud. It allows to move data and application to the cloud. When you're in the cloud, we protect your data in the cloud. The third thing I would say is doing more with less. I talked about the IT equation already. Software-defined storage allows you to do that. And the last thing I would say is compliance. We can't get away from compliance, the fact that Veritas has solutions to have visibility around the data. You can classify the data. You can always be compliant working with Veritas. You take care of these four layers, you don't have to worry about your data asset. You can worry about innovation at that point. >> So it, to me, it's sort of a modern version of the rebirth of Veritas. When Veritas first started, I always used to think of it as a data management company, not just a backup company. >> Right. >> And that's really what we're talking about here today, evolving toward a data-centric approach, that full life cycle of data management, simplifying that, bringing the cloud experience to your data wherever it is. Could be "on-prem." >> Yeah. >> Could be in the cloud, sort of this API-based architecture, microservices, containers... >> Yep. >> All the kind of interesting buzzwords today, but they enable agility in a cloud-like experience, that Netflix-like experience that you were talking about. >> Absolutely, right, so we're super excited. The one thing I would also say is what our latest net backup, 812, the other thing that I talked about, which is simplicity and ease of use: we are addressing both of that in addition to the robust brand that we have around protecting data. So you now you have simplicity, ease of use, instant gratification, all the basic ingredients, and Veritas is here to protect them. >> Harish, it's been a great day. Thanks for helping me close out the segment here. This venue is really terrific. It's been a while since I've been at Tavern on the Green. Some of you guys, I don't think you've ever seen it before. Seth's down here; he's, he's a city boy but we country bumpkins up in Massachusetts, we love coming down here, in the heart of Yankee country. So thanks very much-- >> Of course. >> For helping me close out here, great segment. All right, thanks for watching, everybody. We're out here, from New York City, Tavern on the Green. You've been watching theCUBE; I'm Dave Vellante. We'll see you next time. (light electronic music)
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brought to you by Veritas. is the perfect place to do that. Let's hit the Escape key some of the big mega trends that you're seeing. back in the days where you had to take a picture, "Dave, you got to invest in this company." So, at the same time, customer... and when you look at the breakdown of IT spend, and then you look at emerging companies and removing some of the heavy lifting, is one of the big initiative to take out So, so what do you see, so they don't have to worry about the data, and one of themes in my take-aways was Move that needle so it's not 90% keeping the lights on. What are you seeing in terms of training and re-education and so the innovation rate is continuing to go up. so that they can move the needle from 90% keep the lights on is the journey to the cloud. of the rebirth of Veritas. bringing the cloud experience to your data wherever it is. Could be in the cloud, sort of this API-based architecture, that Netflix-like experience that you were talking about. and Veritas is here to protect them. Thanks for helping me close out the segment here. We're out here, from New York City, Tavern on the Green.
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Pat Corcoran, IBM & Larry Ponemon, Ponemon Institute | IBM Think 2018
>> Announcer: Live from Las Vegas. It's theCube. Covering IBM Think 2018. Brought to you by IBM. >> We're back, IBM Think 2018. This is theCube, the leader in live tech coverage. My name is Dave Vellante and I'm here with my co-host, Peter Burris. We're talking all things cloud, AI, blockchain, quantum, information management, information architectures. And we're here going to talk about resiliency. Business resiliency. Pat Corcoran is the IBM business resiliency global strategy executive. Doctor Larry Ponemon Is here, he's the head of the Ponemon Institute. Gentlemen, welcome to theCube. >> Thank you. >> Thank you very much. >> Alright Pat, set it up for us. What's going on here, at Think generally and then specifically, talk about business resiliency and what it means. >> Well for I think at Think this year, resiliency, we're teamed up with security. Because a lot of synergy when you look at resiliency where you want to be adaptable, flexible, companies want to be able to adjust to situations quickly. The environment's changed, where in the past when you looked at recovery and resiliency, people thought about natural disasters but now, this past year, it's been on longer, but the past year we've all seen a lot of major cyber-events. So now resiliency has taken on a different view. Different approach. Because it's not just the risk of a hardware problem, or a site going down. Now we got to address risk from a cyber and it's a totally different risk. So at this conference, we've teamed up with security at IBM to try to present an integrated package, integrated approach, and we're also working with Larry, sharing some results from a study from last year, about the cost of data breach, and the importance of business continuity, to cyberattacks. Because most people today, they're not ready. They might look at protect, they might look at detect, but they're not, they don't know how to recover from a cyber and that's what we're addressing here today. >> So Larry, we're going to get into the study but what's the Ponemon Institute? Why did you start it almost 20 years ago? Give us the background there. >> So the Ponemon Institute is a research company and we're linearly focused on cybersecurity, data protection, privacy, and other related topics. The reason why we started the institute, my background is varied intelligence and security over a very long period of time. I hate to admit it, but over 45 years of experience. And the bottom line is we saw a real need for information. The decision-makers needed to know, what are the really significant issues in privacy or information security, that could affect their organizations. And we're very lucky, we chose an industry that was interesting and profitable, and every day there's a new issue. So you never run out of research ideas. >> Amazing, I mean the last 12 months has been, it seems like this is a game of escalation >> Larry: Oh, it's crazy. >> You put on the TV and see NBC and all of a sudden there's you know every board of directors from a credit bureau on there, big words, "breach" across the bottom. >> Data breach. That's just a nightmare, right. But every day, there's something in the news. And to your point, Pat. It just seems to be getting more and more costly to businesses. >> It is more costly, and I think now when you look at annual reports, when I go visit a customer I like to read their annual reports, and the CEO or the CFO put down what risk are they concerned about. Almost every annual report now has cyberattacks in there. Because they have to, they have to be aware of it. And it's gotten so bad now. But like you said, the challenge is, a hacker only has to be successful once. Companies have to be successful hundreds, thousands, millions of times. Stopping these people from getting in and that's what we're trying to help them stop. >> Black hats is a growth business. >> Well it's a game for them. It is a game and they're good at it but we have to be better and that's the hard challenge. >> But virtually every company has been breached. It's like, the NBA I don't think any team has ever gone undefeated in the NBA. Despite your hope for the Warriors. (laughing) It just can't be done. So Larry, let's get into the study. You've done this for a number of years. >> Oh yeah. >> Dave: You've seen the patterns. What do we need to know? >> Yeah we know that the cost of a data breach is very significant. You know, you basically talk to CEOS and board members and you say, "What's the cost of a data breach?" And you get that glazey-eyed like, "How do we know?" But we've been trying to benchmark and figure out what that true cost is. And it could be millions, tens of millions of dollars your organization, just recovering from the major data breach. Let alone lose customer trust, and along there are huge long-term consequences. Across the data breach study, sponsored by IBM, we've done this analysis globally, and now we do it in 13 countries, and this current year it's going to be 15 countries, we're adding two new countries. And the issues, even though there are cultural differences and geolocation differences, companies are companies and all companies around the world are dealing with this phenomenon. And as Pat said, bad guys are getting worse, or better if you're on the side of evil, and their ability to get data and use data against organizations creates a huge challenge for organizations. And that's where actually you need IBM. You need the right technology, you need the right tools, the right personnel, to get the job done right. >> So I mean at the simplest level, the cost of a breach seems like it would be a function of the probability of that breach times its impact. And so, what are you seeing in terms of those variables? Are breaches happening more often, is the business impact greater, are they both sort of proportional? What's the relationship? >> The cost is climbing, globally. What we find is that organizations are ill-prepared to deal with these problems. We also know that a lot of organizations don't have the internal talent, the people they need to be able to identify and respond to these problems quickly. Our findings show that organizations that are using leading-edge technologies, and involve their BCMs, their business continuity people, are much more likely to have a successful outcome. But it's a mess right now honestly and there isn't an organization out there that isn't subject to a major data breach. >> Pat, when you talk to clients, to Larry's point, you ask them do you know what the cost of a breach is? The vast majority presumably don't. Do you help them sort of quantify that? Look at the business impact? >> We can. And that's a great point. They don't know. And they haven't looked at it. One of the challenges is, in many cases the security arm, the recovery arm and the continuity arm, more people, they're all fragmented. They're run by different groups within the company. So we want to work with companies to bring them together and so we can do an impact, business impact analysis, and look at what types of risk are you most concerned about. How vulnerable are you to those risks? And what would be the impacts? Tangible and intangible. Towards your brand. You look at some of the names that have been in the papers. You're in the paper and you're there for day after day because you're down for weeks. Your brand is being impacted. So that's an intangible cost, but is a significant cost. So we do help you with an assessment. >> So Larry, Dave mentioned that you've done this for multiple years. Last years' studies show that the improvements on time to identify and time to contain, was about 5% over what had been the previous year. Still not great, but it's getting better. Are we seeing this kind of five percent per year slog? And what do we need to do to start accelerating the rate of improvement? >> Right, so the word slog is appropriate. It's a slow-moving train and you get organizations to make a small improvement and that leads to, in the long term, really good outcomes. But unfortunately, it could go the other way. The bad guys are getting very talented and so they'll see opportunities, windows to exploit organizations and they want to hide their, they don't want the world to know that they've committed a crime. So the time to identify and time to contain may kind of move in the opposite direction. But in general we are seeing small improvement. One way that organizations are improving is they're involving other experts, other teams, so it's no longer just an IT security problem, Or a compliance issue, it's more than that. As Pat mentioned, it's a brand issue and bringing other people to the process is greater and greater visions. >> Allow me to repeat that this is people too. Because this isn't an IT issue, this is a business issue. >> Well, we've done some work on this and thinking, but what's the right regime for cybersecurity? It's not just the SISO problem or an IT problem but what percent, well first of all, first question. What percent of organizations, and I'm not just talking about large organizations, think about your client base, what percent actually look at cyber as a board-level issue. Obviously RBC Today, Verizon, yes it's a board-level for those high-profile companies but across the board, is it 100%? >> Pat: Not even close. >> You just did a recent study I think, that looked at that right? >> Yeah we basically saw board-level involvement, you know do you view something as strategic or simply tactical? It's about 39% on the side of, yeah we do, and then the remainder they do not. And that's an inflated number, because when you ask people on a survey they have a halo effect. You're more likely to say, oh sure we do that. Sure we get our board and CEOs involved. It's again that slog word. It's a slow-moving train but we're seeing more and more boards getting involved. Also it helps that some of the new regulations that are coming down the pipe. There's a new regulation in New York State that requires the boards of directors to sign off if they have had conversations with SISO and they've identified the appropriate risk issues. So it's definitely moving in the right direction but it's slow. >> So I had a conversation with a Chief Privacy Officer client, a couple of months ago. And she told me that they'd calculated what would have happened with the Equifax breach, if it had been subject to the fines that are going to go into effect over in Europe. And she said that Equifax would have been hit with $160 billion, with a B, dollar fine. >> Larry: Wow. >> Is that the type of exposure that we're really talking about here for companies that are not doing a good job of, especially given some of the new regulations on the rise. >> Oh absolutely, you know just today there was this issue with Facebook, you probably were following that issue, where Facebook-- >> Oh really, who's Facebook? >> I don't know, they're a small social media company. But basically they released information profiles, detailed profiles, on individuals, and I think it was like 25 million, something towards that range. If the GDPR was in effect, and it involved European citizens, they would put them out of business. There would be no way they could operate in Europe. It would be hundreds of billions of dollars. So it could be devastating, and compliance is on the move, there's no question that Europe is going to be very tough on US companies that are not complying with their law. >> One of the things that Peter and I learned when we started talking to SISOs and boards of directors about this, was that part of the business resiliency strategy was response. That they sort of knew they were going to get hacked, they've been hacked, instead of telling the board no, we've got it all covered, they say listen, this has happened, it's going to happen again, way more transparent. We're going to focus not only on keeping the bad guys out, but How we can respond better. >> Contain it. >> Containment and response. In a more productive manner. How does that fit into your strategy? >> I'll say it's from a recovery. When you talk about respond it's recovery. And one I think you have to look at the company, you have to help the companies and they have to look across the total enterprise. I call it a domino factory. When you get hacked, or when when some risk impacts your business, it creates another risk. It's a domino effect and a lot of companies don't look at it that way. They look at why we get hacked, what does that mean? They have to sit down and really understand what it means to the business and what could happen after, what could it create? And there's a lot of unknowns there. We're gaining a lot more knowledge here, but you really have to sit down and look at it. So the executive committee team, at the board level, they have to be committed to this responses. From a resilience-recovery standpoint, they haven't looked at it as strong as they should of in the past, but I think this past year because executives are being held accountable, they're losing their jobs or going to jail, and so now they're coming out asking for our guidance. They're asking for help. And so the recovery piece, we're looking at new ways of trying to protect, find ways to protect your data. And when that data's protected, can we figure out is something changed? Like when a hacker gets in they make a change, they go in it through your configuration information, no one looked at that typically. So we're trying to find ways to monitor and track, detect these things when they happen, so that we can then figure out how far back you can go back in the data, because the data, was it corrupted today, yesterday, five months ago? It's not an easy solution but they've got to be committed, they've got to sit down we've got to work together to help them figure out the best approach. And there's not one answer. >> Larry I noticed you haven't thrown out the fear metric. You see this a lot, which is "The average cost "of a data breach is 2.56783 million per second." Or whatever it is. Now is that because you don't believe in that, and every situation is different, it depends on your market value, what type of data, et cetera, et cetera. Or is it because it's just too hard to actually quantify? I wonder if you could comment. >> We actually do, some of our research we attempt to quantify, we use activity-based cost data. I only told my friends this, but actually I'm a CPA and a PhD in Accounting, so I know accounting pretty well, and we used an accounting method to try to figure out what the total cost is. It's not a perfect measure, but it basically is fairly objective, and it's the best that exists. Not to sound egotistical, but I think we're the best in that narrow space of predicting cost. But it is difficult because it does depend on a lot of variables. And a lot of organizations don't necessarily understand all of the different ways that a bad event, a negative, a significant breach could affect the bottom line. But we talk to clients and organizations about it, we do board retreats, I was telling Pat, it seems pretty popular, the board wants to get a new-found religion, in privacy and security, after they experience a disaster and we work with them to try to educate them on these risk issues that Pat was referring to before. But it's an interesting time to be in this business. Lots of change. >> Well, in the context of data breaches, I mean, you've pointed this out a lot Peter, is people don't really have an understanding of the value of their data, there's no accepted accounting, there's no gap for data. >> One of the worst circumstances is there's a huge information asymmetry. The bad guys know how valuable your data is. You don't. >> It's the new currency. If you think about currency, data is a currency for people. For companies. An when you lose it, it's one of your most, after your people, your currency's your most critical asset. >> We say the difference between business and digital business is data. Otherwise they're the same thing. A digital business, organizes, treats its data as an asset. But it is a problem that the bad guys are willing to invest more money, more time, more innovation, into attacking because they seem to have a better understanding of what the real value of data is, than the good guys. And that's a problem. >> It's a huge problem. You know we see all of our trade secrets, for example, economic espionage is on the rise. The nation states, they're enjoying this, it's so easy for them to collect incredibly valuable information that we don't even know that it's out in the hands of countries. Not even competitors, worse than that. But if things, fortunately there's a lot of FUD, there's a lot of fear, uncertainty and doubt, but there are really great things going on, in theory of inventing new security controls. That's why I turn to IBM, they're where I go to deal with these issues. >> So if I can ask one last question. Larry, what do you need to do to get people to acknowledge and properly place the value of their data? Is there anything we can do, like in the next six months? >> Yeah I mean I think really the bottom line is, you need to get your senior executives to see this as a strategic, not just at tactical issue. And they could start immediately. I think doing a study for an organization, there's nothing we can do, but others can do this very well. To try to show the economic impact to an organization, especially one that's undergoing a digital transformation. That's, as you mentioned, that's where the value of an information asset, is just so incredibly high. And then you look at a company like a social media company, like a Facebook, and as you basically said, >> you should know. >> Yeah, you should know. So there are examples that you can turn to to show the value of the data asset. It's not protected very well, what are the consequences, downside consequences. >> Well we've got to wrap it up. We talked about sort of Facebook peripherally, but the weaponization of social media is becoming a huge, huge problem. It's certainly affected by most accounts last election, 2020 is going to be all about, Facebook is more influential than the UN. And even though we're here talking about business, everybody in business is on social media, or at least increasingly. And that's another way in. >> It is. >> Give you the last word. >> You know, as Larry said the data's critical, and I think it starts at the executive level, they have to understand the value. And we do this, I just presented about it, we talk about an assessment because, how do you get their attention? You don't want their attention once you get in the headlines, you want help demonstrating there's a value here. So using a study, and Larry did with us, using some assessments that tries to say, here's where you're mature and here's where you're not. For business and IT. To help people demonstrate the importance of this. And demonstrate the risk and vulnerabilities in it. I think that's what people have to, they have to raise, elevate that discussion and make people understand the real business impact. >> Alright, working through day two here IBM Think 2017, you're watching theCube. Dave Vellante for Peter Burris. Check out siliconangle.com for all the news, thecube.net is where you find these videos and wikibon.com for the research. Pat and Larry, thanks very much for coming on. >> Thank you. >> Alright keep it right there, we'll be right back with our next guest right after this short break. (bright music)
SUMMARY :
Brought to you by IBM. Pat Corcoran is the IBM business resiliency and what it means. and the importance of business continuity, to cyberattacks. Why did you start it almost 20 years ago? And the bottom line is we saw a real need for information. You put on the TV and see NBC and all of a sudden there's And to your point, Pat. and that's what we're trying to help them stop. and that's the hard challenge. It's like, the NBA I don't think any team Dave: You've seen the patterns. You need the right technology, you need the right tools, And so, what are you seeing in terms of those variables? don't have the internal talent, the people they need Look at the business impact? and look at what types of risk are you most concerned about. on time to identify and time to contain, was about 5% So the time to identify and time to contain Allow me to repeat that this is people too. It's not just the SISO problem or an IT problem that requires the boards of directors to sign off that are going to go into effect over in Europe. Is that the type of exposure that we're So it could be devastating, and compliance is on the move, One of the things that Peter and I learned Containment and response. And so the recovery piece, we're looking at new ways Now is that because you don't believe in that, is fairly objective, and it's the best that exists. Well, in the context of data breaches, I mean, One of the worst circumstances is It's the new currency. But it is a problem that the bad guys are willing to invest economic espionage is on the rise. and properly place the value of their data? And then you look at a company like a social media company, So there are examples that you can turn to Facebook is more influential than the UN. And demonstrate the risk and vulnerabilities in it. Check out siliconangle.com for all the news, with our next guest right after this short break.
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Ric Lewis, HPE & Jeff Wike, Dreamworks | HPE Discover 2017 Madrid
>> Announcer: Live from Madrid Spain, it's theCUBE covering HPE Discover Madrid 2017. Brought to you by Hewlett Packard Enterprise. >> We're back. This is theCUBE that you're watching, the leader in live tech coverage. We're at HPE Discover 2017 in Madrid. My name is Dave Vellante, I'm here with my co-host for the week, Peter Burris. Peter, it's been great working with you this week. >> Indeed, it's been great. >> We're winding down, and we're really excited to have Ric Lewis, >> Great ideas. >> Senior Vice President and General Manger of the Software Defined and Cloud Group. Many time CUBE guest with HPE, and Jeff Wike of Dreamworks. CTO, thanks for coming on. >> Yeah. Thank you. Thanks for having me. >> Great to see you. You're welcome. Been a good week? >> It's been a fantastic week. >> Things are coming into focus? >> They are. >> You killed it on the keynote, how are you feeling? >> Feeling really good, feeling really good. I mean, the momentum in the software defined and cloud arena is just fantastic. You know, there were times when I used to visit with you guys and we were only talking about what's coming in the future. Now we're talking a lot about what we have, what customers are buying, where we have momentum. And still introducing new things, so it's just a whole lot of fun. >> Jeff, Senior Vice President, CTO, can we talk a little bit about your role? What the scope is? >> Sure. Sure, so Dreamworks Animation, you may have heard of it. >> Yeah. We do we make animated films. >> Good friend Kate Swanberg's been on a number of times. >> Kate's, love her. We make animated films, we do a lot more than that. We're a digital content creation company. So we, we're the largest TV animation studio in the world. We're doing theme park ride work, cause we've got, we're now under NBC Universal. So we're doing a lot of projects, it's a very busy time for us. >> So, Synergy, we talked about Synergy a lot, there's nothing >> Yeah. >> like Synergy we've heard. >> Yeah, yeah. >> Fluid pools of infrastructure. >> Yeah, it just gets better. >> Wait and see and so, what can you tell us? How's the momentum? >> Yeah let's talk a little bit about that. So the momentum on Synergy is fantastic. We started shipping in volume at this conference last year, basically December of last year. And the response has been fantastic. We've looked at Momentum for new infrastructure plays. You know if you look back at our history, whether it was the C7000 or whether it was UCS from Cisco or whether it was VCEs built on UCS, Nutanix. If you kind of look at the first year of a new infrastructure play, Synergy looks like it's the fastest growing thing ever. It's just fantastic, really growing for us. We have over 1100 customers on Synergy now. You know, and that's in 11 months of shipping. And the business, it just continues to grow quarter by quarter. Just really thrilled with the progress there, so happy. >> And you guys are customers? >> We're big customers, if we're not the biggest customer, we're certainly the biggest fan. >> One of the biggest, one of the biggest customers, maybe the biggest fan. >> Certainly the biggest fan. >> Okay so Jeff, tell us, take us back to sort of pre-Synergy, you know, what was it like before and after and what has it done for your business in particular? >> Well one of the things that that we face going forward is we developed, in our infrastructure, and inner data center, we do a lot of rendering to make a movie. That's our largest high performance compute. You know, 80 million render hours, CPU hours to make one of these films. And we're making a lot of them at the same time. We really defined that work flow, and how we optimize the data center hardware to be able to go through that work flow and be able to be as efficient as possible. The issue came with we have a lot of other projects that are coming in, and since we are now under NBC Universal, there's a lot of other work that's happening there. And also, different types of media that's coming, you know, around the corner. And we want to be able to prepare for that. What we would have done traditionally would be to buy to peak, you know because it is rather cyclical, and that's what we would do that on prem, peak. But if we had a special project, we might buy or segment a portion of that and say, you know, this is for this purpose. This is for that purpose, but that's very inefficient. So with Synergy, the beauty of it is we can purchase you know that hardware, but then if we want to be able to use it for another project, we can do that. And we can do that very very quickly. >> You said you repurpose that across your application portfolio. Or your project portfolio. >> Yeah. Yeah, it gives us, I like to say it future proofs us. Because now no matter what the parent company or our own creative ambitions are, we can handle that. We can't say no, well we never say no. We usually say not right now, or wait a couple of weeks or a couple of months to be able to provision that. And now it's, it's instantaneous. >> And I know what Ric's answer would be to this, but I want to hear from the customers. Is this really different than other products that you've experienced. >> It's totally unique. We haven't experienced it before. And I'll give you, I'll give you a little example. We just got our order. We got about 200 servers of Synergy that arrived a couple of months ago. And within seven working days, we were using it in production. And I just want to say, we took, I don't know if I told you this story, but we were able to provision all of that from the time we mounted in the racks within five hours, which is incredible. It would have taken us easily three weeks before. In fact, it took us longer to take it out of the cartons than it did to provision. >> Well, so let me see if I... You're talking about maybe 200 servers. You're probably talking about 8,000 individual tasks configured. To get it done in five hours you probably perform what, 40, 50 tasks? Administrative steps? >> By the way, first time doing it. And our engineers were saying, we could've used more parallelism. We could've done it faster. You know, it's almost a challenge to see just how easy you can do this. >> But I got that right? Is it really like 98 percent reduction in the administrative tasks? >> Absolutely. >> Really? >> That's incredible. >> It is. >> Huh, alright. >> That's before you start flexing work, flexing resources against different workloads and dynamically reprovisioning. This is just provisioning the first time. But it, if you think about it, if you're gonna do it dynamically, it can't take forever, so you've gotta make it, the first time it's gotta be super fast. >> Okay. >> So, I have to admit I'm a little stunned, I didn't know that. So, and as you said, the whole point is that you can reprovision >> Yes. >> Over and over. Which means that the... There's something in economics and technology that's known as an asset specificity. And an asset has high specificity when you buy it and can appropriate it to a specific purpose. And about the only thing in tech that makes something an asset specificity is the administrative tasks of changing it to prepare it to do something else. And you just told me that I can remove nearly 100% of the transaction costs associated with taking an asset from this and applying it to that. >> If you're gonna destroy silos in the data center, that's what you have to do. >> But that's... >> Right, so silo is this asset specificity. If you can repurpose it immediately. >> So I'm excited, that's my second question. How did your people respond to this? Because I talked to a lot of other CIOs that say one of the biggest challenges I'm having, or CTOs, one of the biggest challenges I'm having is I'm able to converge hardware, I'm able to converge to some software, I'm able to converge Administrative tasks, but my people don't like converge. What, they don't like to converge. How are you walking your people through some of these changes to liberate these opportunities? >> Well we've been moving toward, from more traditional, we'll call it IT for now. From traditional IT to dev ops environment and, you know what, it's change. So we've been bringing people along in that you know, to, and some people adapt to it. They say wow this is gonna be great for my career. And engineers want to always use the new stuff, so from that aspect of I know how I work, and I know what I do, to here's a better way of doing it to be more automated, it's been a good experience for people. And you know what, the chance of human error in configuring things... If I look to my long history at Dreamworks, 21 years, I look at any down time we've had or any problems, 90% of that has been from misconfiguration. And it's usually from somebody fat fingering, you know a parameter in the set up of the servers. And now, that's virtually eliminated. >> Did you have to go through some kind of organizational, internal sort of discussion, transformation, whatever you want to call it to actually get to the point where you could buy this way, buy a sort of single SKU of Synergy? Because you maybe previously you were buying bespoke, kind of roll your own components. A little server here, maybe some storage over there, maybe some networking here. Now maybe it's all HP that made it simpler, but you probably had specialist in each of those areas, did you not? >> We did. >> How did you deal with that organizational friction? >> You know, that was an issue as and by the way, there's so many, there's so much technology that's being developed some of it open source, some of it in this partner ecosystem that you have. And trying to stay abreast of that has been a real challenge. And one of the things that we always dreamed of is wouldn't it be nice if there was one way that you could control that. The single pane of glass, which is you know, to be able to have an API layer that everybody could hook in to. I think you've got a company like Hewlett Packard Enterprise that has that dominance in the market place to be able to dictate, I'm using that word. >> Yeah. >> Maybe dictate isn't the right word. >> Offer. >> Offer. (group laughing) >> That's the word we use. Enable. >> Enable, you know those APIs. And all of those are being developed you know almost in parallel. >> Yeah, yeah, yeah. >> So this stuff is really coming in. Now we have our own... We're a snowflake like everybody else is to your point. And what we've done is we brought in the Pointnext team to go in and write those northbound APIs so that we can hook in to one view. To be able to manage all of our legacy, I'll call it legacy, our previous infrastructure along with you know, the new tech that we're buying. So that it makes it easy to manage. >> They made it match the composable API that we put into Synergy. It's natively integrated. All the ecosystem partners are adapting to it. And they said we'll just use that as our standard to even manage our legacy infrastructure. Plus, since Oneview runs on legacy infrastructure, all of the HPE stuff, it just adapts like that. So it's been a very good, good project. >> So you've got a lot of experience with this now. Can you share with, maybe you can quantify it, maybe you can't, but even subjectively the developer impact or the animator impact, the business impact to Dreamworks? >> So the biggest impact... Well I have three things that are my, actually I got this from Meg Whitman, I had a list of 12 objectives for the studio for technology and she said at one of the CIO summits, you've gotta have three. So I said okay, I've gotta pare it down to three. And one of those is provide the technology, the software and infrastructure to meet the creative needs. The second one was innovate for competitive advantage. And the third one was drive efficiency into operations. And if you look at what Synergy provides, it hits every single one of those. So we've actually, you know, over the past year or two, we've actually reduced the number of people that we have maintaining our infrastructure, which is amazing if you consider the fact that this year we doubled the size of our infrastructure. In what other business, in what other area can you actually reduce the amount of people that are maintaining something while you're doubling the amount that you're maintaining. That never happens. And I think it's because of this software defined infrastructure and the fact that you can write these recipes or profiles, whatever you want to call them, personalities. >> Yep, yep, yep. >> To be able to... And test them and harden them. And by the way, that reminds me, one of the things I really like about this is our ability to do proofs of concept, to try different workflows and all that without having to take away resources from the main thing that we're doing which is the artistic community. So we can actually say, you know what? We're gonna go in, reimage these servers. We're gonna do that at night to run this test, in the morning they're back, they're back in the pool. And that's an amazing thing. >> That's dynamic provisioning. No one else can dynamically provision. >> Yeah. >> All the converge systems, all the hyper converge, they're provisioned a certain way. They run VMs a certain way. They stay that way for their lifetime. This stuff dynamically reprovisions, and you guys, you're not even talking about kind of doing containers with VMs and containers with your bare metal, you can dynamically reprovision across that as well. >> Yeah, what he said. (laughter) >> Listen, we're just getting started so just relax, okay. These guys are telling me we gotta wrap. We're not gonna wrap. >> No. >> We haven't even gotten to One Sphere yet. >> We have other topics. Exactly. >> So let's get to One Sphere. >> Yeah. >> Yeah I want to talk about One Sphere. But I do want to say. >> Go ahead, last thought. >> One more thing, so you talked about artists, but the other part of it is for developers so one of the things we don't want the engineering teams to be a hindrance to the developers. Because they want to be able to move quickly, they want to be able to be assessing, and I think one of the things that's not just an impact on our artists, to be able to do these new projects, but also it makes our developers more efficient. They don't have to wait. >> Yeah. >> Okay, great. Now let's talk multi cloud. >> Yep. >> A lot of complexity, the more things get simple, the more complex they seem to get. So, One Sphere. You guys announced yesterday. >> Yeah, so. A core pillar of the HP strategy, make hybrid IT simple, right. And you can see from this conversation we're making hybrid IT simple on-prem. Not only do we have Synergy, but we have a fantastic offering in our Simplivity space. And that platform's over 2,000 customers and growing like crazy as well. But after we did that, we said look, we've got fantastically simple virtualization clusters in Simplivity, we've got great dynamic reprovisioning and composable infrastructure, but customer are not... That's part of their hybrid IT problem, that's the on-prem part. They're also wrestling with I've got multiple cloud instances, I need to get insights into where I'm spending my money, where workloads are deployed and all that. So we started this program, HPE OneSphere. We've had it going for almost three years. We had a small team on it early on. We ramped up the staffing a couple years ago. And what it really does, it's pretty simple. It allows you to build clouds, deploy apps, and gain insights extremely fast. So it's designed for IT ops to be able to build and deploy a private cloud as fast as they can and assemble that with their public cloud assets. And provide one place to look at all of those. For developers, it provides a common multi-tenant environment that has all the services and tools they need to be able to deploy an application whether it's on-prem or off-prem, and you can choose, you can build applications that have some of both inside that developer environment. And then for the business, it shows insights into where's the money being spent? Where are those workloads running and what's it costing me? So, think of it almost as composable at that next level where it's not just resources within chassis, now it's resources across the hybrid IT estate. It actually is public cloud assets from any of the public clouds, whether it's AWS, Azure, Google, Cloud28+, as well as your private cloud assets. And it automates the life cycle stuff that we were just talking about through this application into OneView. It's a SaaS environment, so actually OneSphere is software as a service. It lives in the cloud, it's a subscription that our customers buy, and it does all of this capability to simplify their hybrid environment and taps into the capabilities we just talked about. It's fantastic, nobody has anything like it. >> Okay well we've heard that before, but now... >> Exactly. >> You're putting your money where your mouth is. >> So I was right on that one. >> Okay but it's early days for OneSphere. >> Okay. >> And your private cloud is what we call a true private cloud. >> Which you said on stage yesterday. >> I did that's exactly right. >> It's evidence by your ability to reduce staff to manage infrastructure. >> It's a con experience wherever the data requires is how we put it. >> Yes, yes. We want the simplicity of management and the availability of apps that you get in public cloud in the private cloud. >> And the pricing. Yeah? >> Well, yeah, well... No, cause it's actually more expensive to go public cloud. >> I mean pricing models. >> Oh yes, yeah. >> The consumption is what you're basically talking about, yeah. >> And so you, Jeff you guys are OneSphere or OneSphere betas? >> Yeah, you bet. >> So what were you trying to learn? What were you kicking the tires on, testing? Where'd you focus? >> We, you know, if we look at the future, we're not gonna be on-prem forever, and I certainly don't want to be on-prem forever, I want to take advantage of flexing to public cloud, but again, for our films, you know, we want to be able to provide the producers of those movies, what is that gonna cost me? What is that, how can I tell you what that costs? And where can we move as we start to do more different types of projects? Which ones should go to the public cloud? Which ones should stay inside? And be able to understand that. The other thing that made us nervous about public cloud. Was what they call the zombie cloud instances, you know where you went in, you provision something and then you forget about, and you, but you're paying, you know. And that's, a lot of money is made. >> Kind of like app subscriptions. >> Group: Yes, exactly. >> I'm still paying for that? (laughter) >> Exactly but this gives you all of that... >> 4,000 dollars a month. >> A little different right. >> Or 15,000 a month. (laughter) >> Yeah, that's for sure. That visibility is something that all... We talk about it, CFOs hate this thing... Some of the consumption model is shifting from cap ex to op ex, but CFOs hate surprise op ex. And that's where they're actually surprised by oh my gosh look at that bill. Well this provides visibility into all of those assets, whether they're on-prem or off-prem and what they're costing you. And it's always up to date, and it's always consistent across your entire farm, so you can choose and say that's costing me too much, I want to move those apps over here. And immediately do it. And for a lot of our customers, they're over-provisioned so they have spare capacity on-prem they're not taking advantage of. Why not use some of that and it's instantly provisioned. >> And that's where you initially, anyway, see the business value of OneSphere. >> Well, look, it's OneSphere to rule them all. And I believe whether it's private, public, you know we really want to have what is my total resource availability? So in the future, we never say no anymore. Really, we can tell them how much, but you don't have to say no. And the other thing is we can do this stuff instantly. So, we don't even say when, we just go now here's what you have to pay if you want to do it, we can provide those options. It's a new world. >> I love the demo of, I don't know if you guys saw it, there's a demo with Pong, you know, it's the IT guy of the past. >> Yeah the guy saying no. >> And then they made it vertical. It's the IT guy of the future. So, alright my last question. What cool movies can we anticipate? What's coming? >> Well you know what, How to drain... How to Train, how to drain your tragon I was gonna say. (laughter) How to Train Your Dragon 3 is our next film out and it's gonna be unbelievable. >> I'll bet. >> So my last question. Am I gonna have to continue to sit through 15 minutes of IT credits at the end of future Dreamworks movies as a consequence of Synergy? >> There's less, cause there's less resources required to manage your Synergy hardware. So it's less people. >> I know you don't sit through the credits. (laughter) >> I do. (laughter) I love credits. Alright guys, thanks very much for coming on. >> Thank you. >> It's been a great pleasure. >> Thank you, always fun. >> Alright keep it there everybody, Peter and I will be back to wrap up HPE Discover 2017 from Madrid, you're watching theCUBE. (upbeat music)
SUMMARY :
Brought to you by Hewlett Packard Enterprise. with you this week. of the Software Defined and Cloud Group. Yeah. Great to see you. to visit with you guys and we you may have heard of it. We do we make animated films. been on a number of times. We make animated films, we do a lot more than that. And the response has been fantastic. We're big customers, if we're not the biggest customer, One of the biggest, we can purchase you know that hardware, You said you repurpose that to be able to provision that. And I know what Ric's answer would be to this, of the cartons than it did to provision. you probably perform what, 40, 50 tasks? how easy you can do this. This is just provisioning the first time. is that you can reprovision And about the only thing in tech that makes something that's what you have to do. If you can repurpose it immediately. How are you walking your people And you know what, the chance of human error to actually get to the point where you could And one of the things that we always dreamed of is Offer. That's the word we use. Enable, you know those APIs. So that it makes it easy to manage. All the ecosystem partners are adapting to it. the business impact to Dreamworks? and the fact that you can write these recipes So we can actually say, you know what? No one else can dynamically provision. and you guys, you're not even talking Yeah, what he said. These guys are telling me we gotta wrap. to One Sphere yet. We have other topics. But I do want to say. the engineering teams to be a hindrance to the developers. Now let's talk multi cloud. get simple, the more complex they seem to get. and taps into the capabilities we just talked about. but now... And your private cloud is what to manage infrastructure. It's a con experience and the availability of apps that you get in public cloud And the pricing. No, cause it's actually more expensive to go public cloud. The consumption is what you're And be able to understand that. you all of that... Or 15,000 a month. Some of the consumption model is shifting And that's where you initially, anyway, And the other thing is we can do this stuff instantly. I love the demo of, I don't know if you guys saw it, It's the IT guy of the future. Well you know what, How to drain... Am I gonna have to continue to sit required to manage your Synergy hardware. I know you don't sit through the credits. I love credits. Peter and I will be back to wrap up
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TK Kader, Marketo - CUBEConversation - #theCUBE
(electronic theme music) >> Hey, welcome back everybody; Jeff Frick here with theCUBE. We're in the Palo Alto Studios today for some CUBE conversations. We're talking about marketing and marketing automation, but really getting beyond the automation to really engagement, 'cause at the end of the day, it's people at the other end of the transaction, and it's an important thing to remember as we've kind of swung really far to the automation side and the measurement side and the data side. At the end of the day, it's a person. We're really excited to have our next guest. He's TK Kader; he's the GVP of Strategy from Marketo. TK, welcome. >> Thanks, thanks for having me. >> Absolutely. So, first off, we were talking before we turned the cameras on. You just got back from a European swing. I'm just curious to get (TK laughs) kind of a feel while it's fresh in your mind of what's happening there, and how does that contrast with what you see here in the US? >> You know, it's interesting. Yeah, I just got back from about four weeks across Europe, and the cultures are very different. We think of Europe and AMEA as one big area, but really each country is very different. The people are different. >> Right. >> The cultures are different, but one of the most interesting things for me has been how the challenges that marketers face are the same. They're all trying to figure out as human beings, how do we engage with our customers and our prospects in a more authentic way? And so I was happy to see the things that we talk about with CMOs over here today in North America are very much the same things that they have top of mind on. There is just more connections, there are more pieces of technology, there's more data, but at the end of the day, how do we actually authentically connect as a brand and have a meaningful conversation? Still true over there. And that's been awesome, but also gratifying in a way. >> Right. And then the other thing, before we jump in to the Marketo piece in depth is you were at ToutApp, and you got recently acquired, so kind of what was the mission of ToutApp? Obviously Marketo saw some value, or they wouldn't have brought you on board, and then how is that kind of transitioning now that you're part of the bigger organization? >> Yeah, so I started ToutApp about six years ago, and our mission from day one was to empower salespeople. Salespeople have a tough job, and today they have to do even more and break through the noise, except with marketers, they have technology to automate things and to engage, but salespeople, you still have to pick up the phone. You have to send that email. You have to be able to follow up, and so our mission was to create software that gave salespeople super powers so they could do their job more effectively using tools like ToutApp. Under Marketo, the vision continues to be the same. Marketo typically helped marketers go from someone that's an unassigned IP address, if you will, to a known person that has downloaded certain eBooks, and then they passed it off to sales and then sales just kind of ran with it. With the ToutApp acquisition, now Marketo can enable and empower salespeople to continue to engage in a meaningful way using the software tools that we provide. >> It's really interesting, 'cause I think a lot of people, salespeople specifically, and marketers probably to some degree, older ones who working on intuition, "We've always done it this way "and this is the way it works," kind of resisting technology. >> Sure. >> Where you just used the word their super suit, or their exoskeleton, whatever, you know, the opportunity is really to use technology and tools to do your job better, not to replace what you do. I'm curious to get your perception. So you're doing it kind of on the sales side. How does that look from the marketers' point of view? And also, what does that say, the fact that Marketo brought you in as to the changing relationship between sales and marketing? >> Yeah, so there's a few things there, right? So, first of all, technology has always given people ability to do more in a more effective way, at scale, if you will. That's definitely the case with the things that we're bringing to market under Marketo and ToutApp. There's over 5,000 pieces of technology out there just for sales and marketing alone, so there's more technology than ever before. When we go out to market, when it comes to younger salespeople, even cutting-edge marketers that have embraced technology, they love what we're doing for them. But you always see resistance from people that have said, "Hey, this has always worked this way. "It's worked fine for me. Why do I need more tools?" Or "Why do I need technology?" I'll talk to a really experienced enterprise rep that says, "Look, I've closed multi-million dollar deals "before you were even three. "I'm good." (Jeff laughs) So you have people that are embracing technology because it's giving more scale, and you have people that aren't. I think that there's more technology available than ever before, so tons of opportunity, but the other thing that people don't realize is the game has changed, and it almost requires you to use the technology to stay relevant. >> Right, right. >> And that's actually one of the things that not everyone fully embraces right away, but once you kind of break it down for them, it makes a ton of sense. The way I always try to explain it, if you were a marketer, say, 10, 15, 20, 30 years ago, you had two or three channels on TV. You had CBS, NBC, maybe, I forget, maybe there's a third channel, right? >> Right, ABC, CBS, NBC. Those were the big three. >> That's right. Those were the big three. >> Right. >> And as an advertiser, you would put your dollars in and people would see whatever you were seeing. Today, not only are there thousands of channels, there's YouTube, which has even more channels, and there's radio still, and the ways to get attention are endless. What that means is there's been a shift in the landscape, and that's true in advertising, but that's also true in just how people engage with content that's out there. >> Right, right. >> So that change requires you to use technology so you can be just as authentic as you were when you had a captive audience of NBC, ABC, and CBS. >> Right. >> And I think that once people start to realize that, that the game has changed and that's why you have to use technology and the same thing won't work, then they're like, "Oh. That's interesting. "You're right. What have you got for me?" >> Right. >> And they become a lot more receptive to it. >> 'Cause if you're not paying attention, I mean, if you're not making decisions based on software-driven data-based action, your competitors are. >> Yeah. >> So you're falling behind, and if that's not part of your inputs into what your outputs are, you're failing miserably without even really knowing it. >> Right, well, the question always is, especially for me, when you think about technology, no-one should ever use technology for technology's sake. So if you asked a question of why use technology, well, we use technology so we can give our customers the best experience. When did you have the best experience ever? So for me, best experience ever was when I was in a small town and I went to the neighborhood store and I hadn't been there in two weeks, but they still remembered my name and my favorite flavor, and they were able to say, "Hey, did you want the usual again?" You just felt understood. You're like, "They get me. "I'm going to come back here all the time." They may not even have the best food in the menu, but that's a great experience. >> Right. >> Technology today using data, using tools, allows you to replicate that experience, that feeling of "Oh, they get me," with the consumers. And so the smart companies aren't using technology because they want to have a huge budget and spend it there, or they want to use more tools. That's just the name of the game. It's always been, how can you be authentic? Technology allows you to do that with a hundred, with a thousand people now, whereas before, you couldn't. >> So, a lot of challenges, right? So, technology, like all things, is good and bad, right? >> Yeah. >> A coin has two sides. Before, you know, you kind of had the CIO, and they're really responsible for keeping the lights on and they put in a new SAP every 10 years. >> TK: Right. >> And that's kind of what they did. Now, you know, there're so many technologies that are designed around the customer touchpoints and marketing and campaign management, and et cetera, et cetera. So the CMO's impact on spend, on investment, on decisions of technology choices has gone up. At the same time you have this crazy explosion of options. (TK laughs) >> Yeah. >> You know, "Are you cloud? Are you not cloud? "What kind of apps do you use? "Are you SaaS? Are you in-house?" So, when you look at kind of the evolving technology space from the marketer point of view, what they should think about, what they shouldn't think about, how has the requirements changed now with Hadoop to bring in these massive amounts of data that are not even part of your proprietary data structure anymore, to integrate that in. How are people thinking about the stack? How is kind of the stack evolving, or how should people be thinking about it in leadership positions in marketing? >> Yeah, I think that today, because there are so many different technologies available, that's one, and two, it is easier and faster than ever to actually adopt a piece of technology in any department. You take something like ToutApp. It wasn't brought in by IT or the CIO. It was actually brought in by an individual sales rep. Think about that. That's not even a C-level person making a decision. An individual sales rep would bring it into the org, start using it, get value, and then we would go in and say, "Hey, let's roll it out to the entire org." So what that means is that there are more options than ever before, but you run the risk of extreme fragmentation. >> Right, right. >> And so the onus today is more important than ever for C-level folks, CIOs, CMOs, CROs, to make sure that they partner with each other and make sure that they make decisions that are great for the customer experience. >> Right. >> Because the problem is when you have CIOs making decisions in a silo, when you have Marketing, when you have Sales making silo decisions, especially with technology, what ends up happening is, forget the costs and the inefficiencies and things not working. Just forget that for a second. >> Jeff: Yeah, or security. >> Yeah, security, all of those things. >> Jeff: All those things, right. The -ities. >> The things that we care about internally. What ends up happening is that experience that a company is trying to deliver as a brand, of making the consumer feel understood, that "They get me," that goes away, because that fragmentation shows. As they go through their buyer journey, they can almost feel, going from the marketing systems to the sales systems to the support systems, and every single time, it's like walking into a whole new store and they have no idea who I am. >> Jeff: Right. >> So when you actually put the customer experience first, that we have to engage with the customer, give a meaningful way of engaging with them through the entire journey, not just the marketing journey, not just the sales journey, not just the support journey, it becomes obvious that you need to have a set of systems that are orchestrated with each other, that are aligned around the customer to engage with them in a meaningful way. >> Right. So then that begs a question, right? Obviously a lot of applications have APIs now. >> TK: Yeah. >> So there's a lot of ways that you can intersplice, if you will, or kind of cross-function via a lot of different applications, so what should be at the top? What defines the customer engagement that you can now measure so you feel like you're doing a good job, or you're making improvement, right? You're working against some measurable objective. >> Yeah, absolutely. So, you know, if you think about, this all ties into this journey that we have been on over the last 10, 20 years around digital transformation, right? And so I have a belief that over the last 10 years, we've been all about what we call systems of record. >> Jeff: Right. >> The first job, job number one for us has been how do we have a database or whatever you call it, that has a single view of who the customer is, who this person is, and how are they valuable to us? I think every CMO, CRO, CIO gets that, have invested in that, and if they haven't invested yet are going to very soon. They're making sure that there is a single view of the customer. Super important. Well, the next 10 years, I believe, is going to be about systems of engagement, meaning it's not enough anymore that you know that this person has purchased from you five times and they are interested in these products, and they're shopping around for this, and maybe they're thinking about a new role. It's not enough. What matters now is-- >> (laughs) It's not enough. >> It's not. It's just not. That's table stakes now. >> Jeff: Which is table stakes, right. >> That's right. >> Jeff: Which used to be-- >> Which used to be hard. >> Jeff: And almost unimaginable, right? >> Right, right. >> A pipe dream. >> That's right. And so now it has to be, well, knowing all that data, and this is why you get into things like Hadoop and AI, what is all of that? All of that is really saying we have now got the system of record down. We have more data on people than ever before. But guess what's not happening? My salesperson, my marketer, my support person, my cross-sell rep, my CIO, my CEO, my head of demand gen, they are not making decisions based on all the data we have on the system of record. >> Jeff: Right, right. >> And so what everyone needs to start thinking about is if you've got your system of record, how do you build your system of engagement around that so that everyone is engaging across the buyer journey in a meaningful way based on all the data that's available? And that comes down to using the right technologies. You know, obviously at Marketo, we believe in the engagement hub, which is the center of all the engagement activities, and we have one of the most open platforms out there, so you have a system of engagement and then out of that can come pieces of technology that helps each of these people engage in a meaningful way, in an authentic way, using all the data that's available. >> Right. And how much outside data do you guys tend to use in terms of publicly available data? Twitter feeds. >> Yeah. >> And those types of kind of non-traditional or non-in-house data sources to help build that engagement kind of profile, if you will? >> Absolutely. I mean, if you go to a launch point in Marketo there are a number of data providers that are integrated with us, and we think of ourselves as the Switzerland of data, right? We don't bring in data from specific providers because they're different SLAs. We have very strict standards on what we do with our customer data, but we enable our customers to leverage external data. I will say, it's an interesting time for data. There's a common saying here in Silicon Valley right now, "Data is the new oil." >> Right, right. >> Right? And we have as human beings, because we've figured out systems of record and there are all these systems that are connected, we're generating more data daily than the history of the amount of data we had. >> Jeff: Right, right, right. >> We're at that state. But what's actually interesting is these large swathes of data, which is now, data is the new oil, is actually owned by a small handful of companies, right? Google, Amazon, Facebook are kind of, they own the lion's share of data. >> Jeff: Right, right. >> And then you have a long tail of data providers that are aggregating data, pulling together data, and inferring data, and selling that as well. I think we're in still the very early days of how to make meaning out of all this data, how to bring it all together in a meaningful way so you can make decisions around it. I think that had its chapter one around big data, and people made a lot of investments there, but the second chapters are in AI, but we're still early. >> Right, 'cause oil by itself just messes up your day at the beach, right? It's just the black goo that sticks on the bottom of your feet. >> That's right. >> It has to be in context. It has to be used; it has to be put in a machine. Now you have transportation. You can fly around the world. So it is interesting, data is the new oil, because data as data is really not that valuable if you don't do something with it, right? >> Absolutely. >> It's all about context. >> And going off your analogy, you think about the engine that used oil in the late 1800s to the engine that efficiently uses oil today. >> Jeff: Right, right. >> There's an idea of data efficiency. Efficiently using data in the right way. >> Jeff: Right, right. >> So we're still early, and I think data is an important piece. We empower our customers to pull in as much data from as many sources as possible so that they can use that to authentically engage with our customers. >> Right. So, as you look down the road, you've been at this for a while. You've done a bunch of start-ups, had some great success. What excites you about what we can do, what you can do as an industry over the next several years? I never like to look much past the next several. That gets you out of bed in the morning and gets you on that plane back to Europe. >> To Europe. I mean, I love Europe. (both laugh) >> Jeff: Good croissants. >> Yeah. Well, so there's two things. First of all , I think that we are often very hard on ourselves, so the thing that I always try to highlight when I'm meeting with customers that are on this journey, whether it's digital transformation or becoming an engagement company, first of all, so there's two things. Firstly, let's just recognize how far we've come. You have a bigger audience today than kings had, meaning you can engage with your audience over Twitter or Facebook, LinkedIn, in a more effective way, faster, than kings could over the people that he ruled. Just think about that for a second. We've built the most connected human network ever, and each human being has more power than ever to influence and communicate collectively. So, first of all, we've come a very long way. What I think is going to be interesting over the next five years is each person is going to get a much bigger voice, and I think people are going to start to learn how much they really yield, how much power they really yield. We're going to move away from, you've already seen it, you're going to move away from kind of "eh" status updates on "going to the beach, dot dot dot", to actually collectively communicating and influencing each other on things that matter. Today you have thought leaders or influencers up top. That's going to become a collective thing. We're actually going to realize as human beings how connected we are, and how we can influence each other. So one of the things that I really believe in is influencer marketing and advocate marketing. I think that's going to become very, very strong in the coming years, because normal people are going to start to realize that "You know what, "I know a lot about X." X could be cameras; X could be databases or security. >> Right. >> I'm going to share what I know over all the channels that I yield, and people are going to kind of come alive on that. People are going to trust each other, and you're going to see, traditionally you had your Gartners and your Forresters. That's going to shift to peer-to-peer trust, and I think that's what's going to happen over the next five years, and that's going to be really exciting because in a way, we're connected, but we're not active around it. We don't realize how much power we have. >> Right. >> That's going to become real over the next five years. >> Really interesting, 'cause it's not just that. That is such a statement on how brands will need to be actively engaged with that type of activity. >> That's right. >> And can no longer just dictate from on high. >> TK: That's right. >> And it can be really, really positive, or they can be completely left out of the loop. >> That's absolutely right. You think about the, again, nothing is ever really different. In marketing, in sales, we're still trying to go back to replicating that experience where you go to the corner store, they ask you if you want the usual, and you're like, "They get me." >> Jeff: Right, right. >> So that hasn't changed. We've just been trying to do it with larger groups of people with bigger influence. >> Right, and it used to be, right, somebody that likes your business tells 10. Somebody that hates it tells a thousand. Now they can tell a hundred thousand. >> That's right. So that still goes on at a bigger scale. >> At a bigger scale. >> And brands will try to do the same thing where they try to build loyalty with customers. They try to communicate their values with customers through a technology. >> All right, TK, well, thank you for taking time out of your busy day and your global travels (TK laughs) to take a few minutes with us here at theCUBE. >> Yeah, awesome. >> Really nice to meet you. >> Really appreciate it. >> Absolutely. All right, he's TK from Marketo; I'm Jeff Frick. You're watching theCUBE. We'll see you next time. Thanks for watching. (electronic theme music)
SUMMARY :
and it's an important thing to remember and how does that contrast with what you see here in the US? and the cultures are very different. but at the end of the day, how do we actually or they wouldn't have brought you on board, and then they passed it off to sales probably to some degree, older ones not to replace what you do. is the game has changed, and it almost requires you if you were a marketer, say, 10, 15, 20, 30 years ago, Right, ABC, CBS, NBC. That's right. and people would see whatever you were seeing. So that change requires you to use technology and that's why you have to use technology a lot more receptive to it. I mean, if you're not making decisions of your inputs into what your outputs are, So if you asked a question of why use technology, And so the smart companies aren't using technology Before, you know, you kind of had the CIO, At the same time you have this crazy explosion of options. So, when you look at kind of the evolving technology space and say, "Hey, let's roll it out to the entire org." and make sure that they make decisions that are great and the inefficiencies and things not working. Jeff: All those things, right. as a brand, of making the consumer feel understood, it becomes obvious that you need to have a set of systems Obviously a lot of applications have APIs now. that you can now measure And so I have a belief that over the last 10 years, meaning it's not enough anymore that you know It's just not. and this is why you get into things like Hadoop and AI, And that comes down to using the right technologies. And how much outside data do you guys tend to use I mean, if you go to a launch point in Marketo than the history of the amount of data we had. We're at that state. And then you have a long tail of data providers on the bottom of your feet. Now you have transportation. you think about the engine that used oil There's an idea of data efficiency. so that they can use that and gets you on that plane back to Europe. I mean, I love Europe. and I think people are going to start to learn and that's going to be really exciting That's going to become real to be actively engaged with that type of activity. And can no longer or they can be completely left out of the loop. they ask you if you want the usual, So that hasn't changed. Right, and it used to be, So that still goes on at a bigger scale. to build loyalty with customers. All right, TK, well, thank you We'll see you next time.
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Roger Sherwood, Cisco | NAB Show 2017
>> Narrator: Live, from Las Vegas. It's the Cube! Covering NAB 2017, brought to you by HGST. (electronic music) >> Hey, welcome back everybody, Jeff Frick here with theCube. We're here at NAB 2017 in Las Vegas Convention Center, 100,000 people, place has got a buzz, last year was all about AR and VR, this year it's all about machine learning and AI, platforms and storage and cloud, kind of sounds familiar with most of the other events that we go to. So we're really excited to have industry veteran, Roger Sherwood, he is the global strategy media and entertainment lead at Cisco, welcome Roger. >> Thank you very much. >> So first off, you've been coming to this show for a little while, first impressions? >> This is my seventh year, we've been super relevant for the last two or three years, we used to be buried away in the hole, in a dirty corner. Yeah, what a fantastic show! I think it's bigger than ever. More exhibitors than ever. Which amazes me in this space, but it's pretty fascinating to see what's going on right now. >> Now, you guys are doing big things, you basically took over cisco.com. >> Yes, we have. We get to do that for two weeks a year. >> For two weeks, so tell us about what's going on with Cisco and media. >> Well, for the show itself, NAB has become one of our major events. We used to do INTX and SCT and very cable, you know, Telco, and all that shows. Strong recognition within the company that a lot is changing on the content side, the production side. And we've had these customers for many, many years, very much selling into the IT side of these places, and two years ago, we really took an approach of, we're really becoming quite relevant on the broadcast side. The technology has changed, the technology has moved frpm from very traditional SDI technology, to IP. And that's Cisco's wheelhouse. Virtualization, UCS, orchestration, security. For the first time, we're very, very relevant on the content acquisition, distribution, production side. So yeah, we get to take over the Cisco homepage, because for the next two weeks, a lot of people want to talk about media and entertainment. Brand new website, brand new customer testimonials and everything else. It's nice to get that recognition from the company that this is a big thing. >> Right. And there's a solution behind the takeover, right, it's not just for publicity. >> Oh, no, no, no. It's all real. We're absolutely doing things. The big thing for us is this transition to IP. We're an IP company, 30-35 years ago, the company was founded on the premise of IP. This industry is one of the last ones to go from a legacy protocol. I mean, broadcast has been broadcast, it's been the same for 30-35 years. >> It's your classic kind of opportunity meets capability. >> It is in transition. And Cisco loves to go into transition, and what Cisco also loves to do, is take out legacy network protocols. So, SDIs, are exactly that. IP is here, I will say that only in 12, 18 months however, have we actually had the compute capacity, the bandwidth capacity, to take what is essentially, you know, I'm being filmed in uncompressed video right now. >> Right. >> You know, the routers and switchers that we sell, have not been able to process that amount of information. The last 12, 18 months, Moore's Law on everything else, and some software optimizations. Uncompressed video is flowing at high speed, across data networks, that Cisco provides. That's a great place to be, as this industry recognizes. >> It's funny, the Moore's Law thing, because people like to poo-poo on it, you know, but no, Moore's Law is an attitude. >> Roger: It absolutely is. >> It's a way to attack problems, with just massive increases in capability, whether it's networking, storage, or compute, and the combination of the three together, it's crazy. >> And that's exactly where we found ourselves two years ago, and so, we have very good timing. But we are a company that likes to step into those, you know, and say, "We've got this!" We understand, we've seen so many transitions in other industries, from legacy to IP. And hey, this one is just high cashe for the company, I mean the brands, and the names, and the companies that we get to work with right now, from Disney to NBC, to the BBC, these are fabulous companies that have global recognition. Like Cisco. >> Right. And it's interesting with the UCS comparison, not so much that it's Apple's origins, but the fact that Cisco is taking more of a solutions approach, and not just for the routers and the switchers, you know, kind of the IP backbone, but an integrated solution, where you can pull and compute, and you can pull and store, and oh by the way, it also has the networking stuff, so now you're offering customers a really interesting package. A cloud-based application solution, if you will, and then, as you mentioned, still partnering with best of breed applications across the country. >> And that's been key. This industry demands, in some cases, immediate solutions, I have a problem, I need to solve it. And I'm not so interested in an architecture, in a road map, and tell me where you're going over the next 12, 18 months. I need something now. So yeah, we absolutely have been very focused on, I mean everything on our booth is available to buy. Sometimes we show up to shows, and it's all futuristic stuff that maybe we don't even develop at some point. It's all in our price list. The partner side of this, is absolutely key. So we would not be here without Grass Valley, without Everts, Sony, Evias, big, big, traditional broadcaster vendors that have validated our solution, and turned around to the industry and said, "These guys get it." >> The other interesting part is that you guys are doing so much in the space, you've got the solutions base, and that you are doing the partnering, and that it's a great move for Cisco, right? You've got so much better-- >> I mean, it's really very few companies that can do the IP side of things. When you add in security, compute, orchestration, professional services, training. Like, just training broadcast engineers that have been so steeped in high-quality video, and they've known SDI, and they're now coming to us and saying, "Help me get trained in IP, "I recognize this transition is coming, "but I've got a legacy skillset, help me transition." There aren't many companies that can offer that range of solutions and services. And we're doing this with-- >> Real security, over and over again. The last couple of days, I mean, it's a huge to-do. >> So I try to move that from the last thing we talk about, to the first thing that we talk about. You move to an IP network, you can add an IP network to a data center, that center is connected to the internet, and these guys would actually be free. >> But the other cool thing for you guys, is that the primary distribution method, the SDI, or some of these other old-school broadcast methods are now no longer an important piece of the puzzle. But there's now all this stuff that's going out on all different types of applications, and all that stuff's IP at the core, right? Those are all IP applications at the core. Whether it's Snapchat, Instagram, Youtube, et cetera, et cetera, et cetera. Those were never going to broadcast medium. >> And you know, 2009, 2010, this industry was saying, "We're going to go IP," but it was always, "Well, you know, it's out there in the future." You're exactly right. The ability to now, the barrier to entry, to get this type of content onto an IP network, and down to every single device on the internet, It's never been so low. And so that's where you're seeing this high-value, premium content creation, acquisition, editing process. It's been recognized that they've got to move as well, they've got to move to a far more flexible infrastructure, automation, machine-learning of how things work, analytics, you know, the whole caboodle. And we're right there to support this industry to do that. >> And it's such an easy fit, right, because this industry is built on temporary projects, and the temporary assembly of a team, and they come, and they produce, and they create, and then there's a lot of derivative assets-- >> And tear the whole thing down. >> It's perfect for-- >> Absolutely. We've been talking about that with some of the Hollywood clients, and that's exactly what, they stand on a massive amount of infrastructure, for the latest Avatar movie, for instance. And then they tear it all down, and it's all written off, and then they go build a new one somewhere else. We think the industry can be a lot smarter about that. There is a way to truly repurpose. Hey, what you just built? You no longer need to throw it all away. >> So I want to shift gears a little bit, we have a lot of opensource shows, opensource is big, and you're part of the Alliance for IP Media Solutions, so there's always this question between now, the kind of opensource deriving standards in adoption, versus the old-school, standard's body. What role has AIMS played, give us a little bit more color, as to their role, and how that's kind of shaping things. >> So I say the old-school standards are absolutely alive and kicking. SIM, TVSF, Amwar, these guys have been around for years. What they are very focused on, however, is really making sure there is technical, inter-operability between ourselves, and all the vendors in this industry, as this move to IP takes place. So, we want a utopia where you can plug in a Cisco infrastructure, or a Reaster, or an Everts, and it's all going to work. That's what those standard bodies do for the industry. AIMS has basically said, "That's great, but it's a very, very technical thing." And there's some very, very technical people, that like to talk technical things To truly drive an industry forward, we've got to sort of go up the stack, and become much more relevant from a marketing perspective. And AIMS has basically said, "Look, we support all the adoption of IP, "but let's actually go push out news cases, "let's push out public references of customers "that are doing this today." We need to drive the industry forward at that level. So, very much rather the promotion of open standards, inter-operability, but really looking at how we market that, and foster the adoption of these standards. >> Okay, so last question before I let you go, priorities for 2017, it's hard to believe we're a third of the way through the year, but I'm still asking the question, because we still have a ways to go. What's kind of your top of mind awareness, what are you working on, obviously a big launch here for the next couple weeks, but looking down a little bit further down the road, what's your top of mind? >> Virtualization. We've been looking at virtualization, we've been telling the industry that they need to move to virtualization, that all these applications that are currently hardware, software, a lot today, that hardware piece is going to disappear, and we're all going to move into software. It's all going to move into VM ware, you need an IP foundation before you can do that, and that's what we're seeing take place right now. 12 months from now, the main headline for Cisco is going to be how we're helping every application vendor, and our customers move truly into a virtualized data center model. And then again, back to our little thing about Avatar and the tear down, that just becomes a thing of the past. Now it's about reusing all of that data center, over, and over, and over again. For all of the other Avatar sequels. >> It's so funny right, it's a recurring theme we see all over the place. It's just a little bit late here in the ME space. Alright, well Roger, thanks again for taking a few minutes of your day. And I'll see you around, and go Warriors. >> Absolutely. >> Alright, that's Roger Sherwood, I'm Jeff Frick, you're watching theCube from NAB 2017. We'll be right back after this short break, thanks for watching. (electronic music)
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#SiliconValley Friday Show with John Furrier - Feb. 10th, 2017
>> We're here, about to go live, here in a selfie on the pre Silicon Valley Friday Show, about to go live for our show, for some live Friday. We've got a great lineup, it's on my Twitter. Donald Trump and all his viral tweets and now there's an algorithm out there that creates a shorting stock called Trump and Dump, we're going to be talking to the inventor of that new app. Bunch of other great stuff, controversy around Silicon Valley and Intel, controversy on Google, and we'll be watching a great show, well, hopefully you'll be watching. >> Male Announcer: Live, from Cube headquarters in Palo Alto, California it's the Silicon Valley Friday Show, with John Furrier. (serene techno music) >> Hello, everyone, and welcome to the Silicon Valley Friday Show, I'm John Furrier, we are here live in Palo Alto, California for the Silicon Valley Friday Show every Friday morning we broadcast what's going on in Silicon Valley, what's going on in the streets, we call up people and find out what's going on, this show we've got a great lineup. We're going to talk about, I'll say, the news, Twitter, but we've got this fun segment where we have an algorithm, a bot, an AI bot that goes out there and takes all of Donald Trump's tweets and creates a shorting of the stock and creates making money, apparently, Donald Trump's tweets do move the market. We're going to talk about Snapchat, Snap Inc's IPO, and a refiling and some controversy going around that. Also, controversy around Intel Corporation that just announced a fab plant in Arizona and the CEO is in the White House making the announcement, giving the impression that Donald Trump was all behind this, turns out the CEO is a Republican and supports Donald Trump, when apparently this has been in the works for multiple years, so, not sure that's going to be a game changer for Trump but certainly Intel's taking advantage of the schmooze factor and the PR stunt that has people in Silicon Valley up in arms. Obviously, Intel is pro-immigration, bringing people in, obviously, Andy Grove was an immigrant, legend of Intel. And we have also tons of stuff going on, we're going to preview Mobile World Congress the big show in Barcelona at the end of the month. We're doing a two day special here, live in Pal Alto, we're going to do a special, new Silicon Valley version of Mobile World Congress. We'll give you a preview, we're going to talk to some analysts. And also, the fake news, fake accuracy, and all the stuff that's going on, what is fake news? What is inaccurate news? Is there a difference? Does it matter? It certainly does, we have an opinion on that so, great show lineup. First, is actually Twitter earnings are out and they kind of missed and hit their up on the monthly active uniques by two million people. A total of I think 300 million people are using the number here, just on my notes here says, that there are up to 319 million active, monthly active users. And of course, Trump has been taking advantage of Twitter and the Trump bump did not happen for Twitter, although some say Trump kept it alive. But Trump is using Twitter. And he's been actively on Twitter and is causing a lot of people, we've talked about it many times on the show, but the funniest thing that we've seen, and probably the coolest thing that's interesting is that there's an entrepreneur out there, an agency guy named Brian, Ben Gaddis, I'm sorry, president of T3. He's a branding guy, created viral videos on NPR, all over the news, went viral, he created an AI chatbot that essentially takes Donald Trump's tweets, analyzes any company mentioned and then instantly shorts the stock of that company. And apparently it's working, so we're going to take a look at that. We're also going to talk to him and find out what's going on. We're going to have Ben Rosenbaum on, we're going to have someone from Intel on, we have a lot of great guests, so let's take a look at this clip of the Trump and Dump and then we're going to talk to Ben right after. >> Announcer: T3 noticed something interesting about Twitter lately, particularly when this guy gets hold of it. Anytime a company mentions moving to Mexico or overseas or just doing something bad, he's on it, he tweets, the stock tanks. Tweet, tank. Tweet, tank. Tweet, tank. Everyone's talking about how to make sense of all this. T3 thought the unpredictability of it created a real opportunity. Meet the Trump and Dump automated trading platform. Trump and Dump is a bot powered by a complex algorithm that helps us short stocks ahead of the market. Here's how. Every time he tweets, the bot analyzes the tweet to see if a publicly traded company is mentioned. Then, the algorithm runs an instant sentiment analysis of the tweet in less than 20 milliseconds. It figures, positive or negative. A negative tweet triggers the bot to short the stock. Like earlier this month, his Toyota tweet immediately tanked the stock. But the Trump and Dump bot was out ahead of the market. It shorted the second after his tweet. As the stock tanked, we closed our short and we made a profit, huge profit. Oh, and we donated our profits here. So now, when President Trump tweets, we save a puppy. It's the Trump and Dump automated trading platform. Twitter monitoring, sentiment analysis, complex algorithms, real time stock trades. All fully automated, all in milliseconds. And all for a good cause. From your friends at T3. >> Okay, we're back here in Silicon Valley Friday Show, I'm John Furrier and you just saw the Trump and Dump, Trump and Dump video and the creator, that is Ben Gaddis on the phone, president of T3, a privately owned think tank focused on branding. Ben, thanks for joining us today. >> Thanks for having me, John. Excited to talk with you. >> So, big news NPR had on their page, which had the embed on there and it went viral. Great video, but first talk about the motivation, what's going on behind this video? This is very cool, explain to the folks out there what this Trump and Dump video is about, why did you create it, and how does it work? >> So, we had just like, I think, almost everyone in the United States, we were having a conversation about what do you do with the fact that President Trump is tweeting and tweeting about these companies, and in many cases negatively. So we saw articles talking about it and actually one day a guy in our New York office came up with this idea that we ought to follow those tweets in real time and if he mentions a publicly traded company negatively, short the stock. And so, we kicked that idea around over slack and in about 30 minutes we had an idea for the platform. And about two days later one of our engineers had actually built it. And so what the platform does is it's really actually simple yet complex. It listens to every tweet that the president puts out and then it does two things: it determines if there's a publicly traded company mentioned and if there is, and it actually does sentiment analysis in real time, so, in about 20 milliseconds, it can tell if the tweet is positive or negative. If it's negative, we've seen the stocks typically go down and we short sell that stock. And so, the profit that we develop from that, then we donate it to the ASPCA and then hopefully we save a puppy or two in the process. >> Yeah, and that's key, I think that's one thing I liked about this was you weren't arbitraging, you weren't like a real time seller like these finance guys on Wall Street, which by the way, have all these complex trading algorithms. Yours is very specific, the variables are basically Donald Trump, public company, and he tends to be kind of a negative Tweeter so, mostly to do with moving to Mexico or some sort of you know, slam or bullying kind of Tweet he does. And which moves the market, and this is interesting though, because you're teasing out something clever and cool on the AI kind of side of life and you know, some sort of semantic bot that essentially looks at some context and looks at the impact. But this is kind of the real world we're living in now, these kinds of statements from a president of the United States, or anyone who's in a position of authority, literally moves the market, so you're not doing it to make money you're doing it to prove a point which is that the responsibility here is all about getting exposed in the sense that you got to be careful of what you say on Twitter when you're the president of the United States. I mean, if it was me saying it, I mean, I'm not going to move the market but certainly, you know, the press who impact large groups of people and certainly the president does that so, did you guys have that in mind when you were thinking about this? >> Well, we did. I mean, I think, you know, our goal was, this is what we do for a living, we help big brands monitor all their digital presences and build digital strategy. So, we're already monitoring sentiment around Twitter and around social platforms so, it's pretty core to what we do. But we're also looking at things that are happening in pop culture and societally, what kind of impact social might have on business. And so, the fact that we're able to take an action and deliver a social action, and deliver a real business outcome is pretty core to what we do. What's different here and what's so unique is the fact that we've never really seen things like, policy, whether it's monetary policy, or just general policy be distributed through one platform like Twitter and have such a big impact. So, we think it's kind of a societal shift that is sort of the new norm. That, I don't know that if everyone has figured out what to do with yet and so our goal is to experiment and decide one, can we consume the information fast enough to take an action? And then how do we build through AI platforms that allow us to be smarter in the world that we're living in today that is very, very unpredictable. >> We have Ben Gaddis, as president of T3 also part of the group that did the Trump and Dump video but he brings out a great point about using data and looking at the collective impact of information in real time. And this interesting, I was looking at some of the impact last night in this and Nordstrom's had a tweet about Ivanka Trump and apparently Nordstrom's stock is up so, is there a flaw in the algorithm here? What's the take on that? Because in a way, that's the reverse of the bullying, he's defensive on that one so, is there a sentiment of him being more offensive or defensive? >> It's pretty standard. So, we're starting to see a pattern. So, what happens is that actually, the Nordstrom stock actually did go down right after the tweet. And so, we saw that that's a pattern that's typical when the president tweets negatively. When he tweets positively, we don't see that much of a bump. When he tweets negatively, typically the stock drops anywhere between one and four percent, sometimes even greater than that. But it rebounds very quickly. So, a big part of what we're trying to do with the bot and the algorithm is understand how long do we hold, and what is that timeframe before people actually come back to more of a rational state and start to buy back a stock that's valuable. Now what's really interesting, you mentioned, you know, the algorithm and whether there's a flaw in it, we learned something very interesting yesterday about Nordstrom's. So, the president tweeted and in that tweet he talked negatively about Nordstrom's, but he also talked very positively about his daughter, Ivanka. And so, the algorithm actually picked up that tweet and registered it as 61.5% positive. So, it didn't trade. So, we actually got kind of lucky on that one. >> You bring up a good point, and this is something that I want to get your thoughts on. You know, we live in an era of fake news, and it's just Snapchat just filed IPO filing to make a change in their filing to show that Amazon is going to be a billion dollar partner as well, which wasn't in the filing. So, there's a line between pure, fake news, which is essentially just made up stuff, and inaccurate news, so what you're kind of pointing out is a new mechanism to take advantage of the collective intelligence of real time information. And so this is kind of a new concept in the media business. And brands, who used to advertise with big media companies, are now involved in this so, as someone who's, you know, an architect for brand and understanding data, how are brands becoming more data driven? >> Well, I think what brands are realizing is that they live in this world that is more real time, that's such a buzzword. But more real time than I think they even thought would ever be possible, the fact that someone like the president can tweet and have literally cut off billions of dollars in market cap value in a moment's time is something that they have to figure out. So, I think the first thing is having the tools in place to actually monitor and understand, and then having a plan in place to react to things that are really quite unpredictable. So, not only, I don't think that you can have a plan for everything but you have to at least have a plan for understanding how you get legal approval on a response. Who would be responsible for that. You know, who do you work with, either through partners or inside of your organization to, you know, to be able to respond to something when you need to get back in promoting, you know, minutes versus hours. The thing that we don't hear people talk near as much about is, our goal was to see how close we can get to the information so we can zoom the data from Twitter's fire hose, so we get it hopefully when everyone else does. And then our goal is to take an action on that quicker than anybody else, and that delta is where we'll make a profit. What's really interesting to me is that the only person closer to that information than the president is Twitter. >> Ben, great to have you on, appreciate it, love to get you back on as a guest. We love to talk about is our model here, it's looking angle, it's extracting the signal from the noise. And certainly the game is changing, you're working with brands and the old model of ad agencies, this is a topic we love to cover here, the old ad agency model's certainly becoming much more platform oriented with data, these real time tools really super valuable, having a listening engine, having some actionable mechanisms to go out there and be part of and influence the conversation with information. Seems to be a good trend that you guys are really riding. Love to have you back on. >> We'd love to be back on, and thanks for the time, we enjoyed it. >> That was Ben Gaddis, who's the president of T3, the firm behind the Trump and Dump, but more importantly highlighting a really big megatrend which is the use of data, understanding its impact, having some analysis, and trying to figure out what that means for people. Be right back with more after this short break. >> [Female Announcer] Why wait for the future? The next evolution in IT infrastructure is happening now. And Cisco's Unified Computing System is ready to power your data center in the internet of everything. Urgent data center needs went addressed for years, so Cisco wiped the slate clean and built a new fabric-centric computing architecture that addresses the application delivery challenges faced by IT in the dynamic environments of virtualization, Cloud, and big data. Cisco UCS represents true innovation with revolutionary integration. It improves performance, while dramatically driving down complexity and cost. Far lower than alternatives from the past. Cisco's groundbreaking solution is producing real results for a growing list of satisfied customers now moving to unified computing, transforming how IT can perform. Pushing out the boundaries of performance and scale and changing the face of business from the inside out. Right now, the industry is witnessing the next wave of computing. So, why should your business wait for the future? Unify your data center with Cisco UCS. >> Male Announcer: You're listening to Cube Fridays, brought to you by Silicon Angle Media. Now, here's John Furrier. >> Okay, welcome back to the Silicon Valley Friday Show, I'm John Furrier, great show today. Our next guest is Dan Rosenbaum, who is the editor of Wearable Tech Insider, Media Probe, been around the industry for years, been a journalist, reporter, editor, variety through his career, knows the tech business certainly on the infrastructure level with the device. Okay, welcome to the show, great to have you, thanks for being available, he's in New York so, Palo Alto, New York connection here. >> Yeah, we got about maybe an hour or so of snow left. But you know, it's February, it does this in New York. >> Great to have you on, we were just talking on our earlier segment before the break about the guy who created the Trump and Dump video which is a chat bot that goes out, looks at Donald Trump's tweets, and then identifies if there's a public company, shorts the stock, and donates to save puppies. So, they're not doing it for profit but they're, you know, they have their intelligence and listening, and we were just riffing on the concept of that there's been fake news and inaccuracy and a new dynamic that's impacting the media business, which is real time information, data, and certainly the world that you're in with Wearables, this new internet of things, which is hard to understand for most common people but it's really the AI new connected network. It's really impacting things, certainly how people get information, how fast they create data, and it's changing the industry landscape certainly from a media standpoint. You get on TV and the mainstream... >> It really is. When the press secretary stood up and said that that the administration sees the media as the adversary, you know, everyone got sort of upset about it but you know, in a lot of ways it's true. That's a fitting way that the media and any administration, any power structure should be facing each other. There's been such a hop in the media to report the truth as best as it can determine and as accurately as it can. Now, there are differing impacts depending on which sphere you're in, and in politics there's always going to be sort of the tension, well, we think, we look at these facts and we think that and we look at those facts and think the other. >> I think ultimately this new formats that are developing really comes back down to I would add to that as trust. This is a collision course of a complete re-transformation of the media landscape and technology's at the heart of it and, you know, you're in the middle of it. With Wearables, you're seeing that at the edge of the network, these are new phenomenons. What's your take on this new trend of, you know, of computing? And I'm not saying singularity, as Ray Kurzweil would say, but you know, ultimately, it is going down to the point now where it's on your body, potentially in your body, but this is a new form of connection. What's your thoughts on this? >> 12 years ago, I was at the party where they launched MSNBC, and I ran into Andrew Lack, who's the CEO of MSNBC at the time, and asked him, why NBC was cutting this collaboration deal with Microsoft, because remember that's how it was started, when there wasn't any means for the news to go upwards. There was no way for citizen news gathering to be represented on this Microsoft-NBC co-venture. And Andrew actually looked down his nose at me, sneered, and goes, "Who in the world would want "people to be contributing to the news?" Well, now we're 10 or 12 years later and as you say, Snapchat and Skype, and all these mobile technologies have just transformed how people get their information, because they're now witnesses, and there are witnesses everywhere. One of the big transformations in, or about wearable technology is that computing infrastructure has moved from islands of stand-alone, massive computers, to networks of massive computers to stand-alone PCs, to networks to PCs, and now the model for computing and communication is the personal area network, the idea of sensor-based technologies is going to change, or already has changed the world of news, it's in the process of changing the world of medicine, it's in the process of changing the way we build houses, the construction business, with the smartphone, the way that we build and relate to cities. >> So, we're here with Dan Rosenbaum, he's the editor of Wearable Tech Insider, but more importantly he's been a tech insider in media going way back, he's seen the cycles of innovation. Love your point about the flowing conversations coming out of the MSNBC kind of executive in the old broadcast models. I mean, I have four kids, my oldest is 21, they don't use, they don't really care about cable TV anymore so, you know, this is now a new narrative so, those executives that are making those comments are either retired or will be dinosaurs. You now have Amazon, you have Netflix, you have, you know, folks, trying to look at this internet TV model where it's fully synchronous so, now you have collective intelligence of vertical markets that have real time ability to surface information up to bigger outlets. So, this collective media intelligence is happening, and it's all being driven by mobile technology. And with that being said, you know, you're in the business, we've got Mobile World Congress coming up, what is that show turning into? Because it's not about the mobile device anymore, the iPhone's 10 years old, that's a game changer. It's growing up. The impact of mobile is now beyond the device. >> Mobile World Congress is all about wireless infrastructure. It goes from everything from a one millimeter square sensor to the national grade wireless network. But what's really cool about Mobile World is that it's the place where communications or telecom ministers get together with infrastructure carriers, get together with the hardware manufacturers, and they hash out the problems that won't resolve five, 10, 15 years down the road in new products and new services. This is the place where everyone comes together. The back rooms at Mobile World Congress are the hottest place, and the back rooms are the places that you can't get into. >> We're here with Dan Rosenbaum, who's an industry veteran, also in the media frontlines in wireless technology, I mean, wearable technology and among other things, good view of the landscape. Final point, I want to just get a quick comment from ya, I was watching on Facebook, you had a great post around Facebook is feeding you an ad for a $19 million staid-in, let's feel Connecticut. And then you said, "One of us as the wrong idea, so you must be really loaded." This retargeting bullshit on Facebook is just ridiculous, I mean, come on, this bad, big data, isn't it? >> (laughing) Yeah, I mean, the boast of Google is that they want to make, you know, ads so relevant that they look like content. Well, in the process to getting there, there's going to be misses. You know, if this real estate agent decides that they want to hit everyone in my zip code, or everyone in my county, or whatever, and they wanted pay the five dollars so that I'd see that video, god bless 'em, let 'em do it, it's not going to make me, it's not going to overcome any kind of sales resistance. I don't know that I wanted to move up to Litchfield, Connecticut anyway, but if I did, sure, a $19 million house would be really nice. >> You could take a chopper into Manhattan, you know, just drop into Manhattan with a helicopter. >> They would want to take it. >> Alright, we can always take the helicopter in from Litchfield, you know, right at the top of your building. Dan, thanks so much for spending the time, really appreciate it, and we'll have to bring, circle back with you on our two day Mobile World Congress special in Palo Alto we'll be doing, so appreciate the time. Thanks a lot. >> Love to do it, thanks for having me. >> Okay, that was Dan Rosenbaum, really talking about, going down in the weeds a little bit but really more importantly, this Mobile World Congress, what's going on with this new trend, digital transformation really is about the impact to the consumer. And what's going on Silicon Valley right now is there's some hardcore tech that is changing the game from what we used to know as a device. The iPhone's only 10 years old, yet 10 years old, before the iPhone, essentially it was a phone, you made phone calls, maybe surf the Web through some bad browser and do text messages. That's now completely transforming, not just the device, it's the platform, so what we're going to see is new things that are happening and the tell signs are there. Self driving cars, autonomous vehicles, drones delivering packages from Amazon, a completely new, digitized world is coming. This is the real trend and we're going to have an executive from Intel on next to tell us kind of what's going on because Intel is at the ground zero of the innovation with Moore's Law and the integrated circuit. But they're bringing their entire Intel inside as a global platform, and this is really going to be driven through a ton of 5G, a new technology so, we're going to dig in on that, and we're going to have a call-in from her, she's going to be coming in from Oregon and again, we're going to get down to the engineers, the people making the chips under the hood and bringing that to you here on the Silicon Valley Friday Show, I'm John Furrier, we'll be right back after this short break. >> My name is Dave Vellante, and I'm a long-time industry analyst. So, when you're as old as I am you've seen a lot of transitions. Everybody talks about industry cycles and waves, I've seen many, many waves. I've seen a lot of industry executives and I'm a little bit of an industry historian. When you interview many thousands of people, probably five or six thousand people as I have over the last half of the decade, you get to interact with a lot of people's knowledge. And you begin to develop patterns so, that's sort of what I bring is an ability to catalyze a conversation and, you know, share that knowledge with others in the community. Our philosophy is everybody is an expert at something, everybody's passionate about something and has real deep knowledge about that something. Well, we want to focus in on that area and extract that knowledge and share with our communities. This is Dave Vellante, and thanks for watching the Cube. (serene techno music) >> Male Announcer: You're listening to the Silicon Valley Friday Show with John Furrier. >> Okay, welcome back to the Silicon Valley Friday Show, I'm John Furrier, we're here in Palo Alto for this Friday Show, we're going to go under the hood and get into some technology impact around what's going on in the industry, specifically kind of as a teaser for Mobile World Congress at the end of the month, it's a big show in Barcelona, Spain where the whole mobile and infrastructure industry comes together, it's kind of like CES, Consumer Electronics Show, in the mobile world but it's evolved in a big way and it's certainly impacting everyone in the industry and all consumers and businesses. This is Intel's Lynn Comp and this is Intel who, we know about Moore's Law, we know all about the chips that make everything happen, Intel has been the engine of innovation of the PC revolutions, it's been the engine of innovation now in the Cloud and as Intel looks at the next generation, they are the key player in this transformation that we are seeing with AI, wearable computers, internet of things, self driving cars, AI, this is all happening, new stuff's going on. Lynn, welcome to the program. >> Thank you so much, it's great to be here. >> So, you're up in Oregon, thanks for taking the time to allow us to talk via phone, appreciate it. Obviously, Intel, we've been following you guys, and I've been a big fan since 1987, when I almost worked there right out of college. Went to Hewlett Packard instead, but that's a different story but, great, great innovation over the years, Intel has been the bell weather in the tech industry, been a big part of the massive change. But now, as you look at the next generation, I mean, I have four kids and they don't watch cable TV, they don't like, they don't do the things that we used to do, they're on the mobile phone all the time. And the iPhone is now 10 years old as of this year, this early winter part of this, Steve Jobs announced it 10 years ago. And what a change has it been, it's moved from telephone calls to a computer that happens to have software that makes telephone calls. This is a game changer. But now it seems that Mobile World Congress has changed from being a telephone centric, voice centric, phone device centric show to a software show, it seems to be that software is eating the world just like CES is turning into an automotive show. What is Mobile World Congress turning into? What's the preview from Intel's perspective? >> You know, it's a really fascinating question because many years ago, you would only see a bunch of very, very intense base station design, you know, it was very, very oriented around wireless, wireless technology, and radios, and those are really important because they're an engine of fabric that you can build capabilities onto. But last year, just as a reference point for how much it's changed, we have Facebook giving one of the main keynotes. And they're known for their software, they're known for social media, and so you'll see Facebook and Google with an exhibitor there last year as well, so you're not just seeing suppliers into the traditional wireless industry for equipment and the operators who are the purchaser, you're seeing many, many different players show up very much like how you said CES has a lot of automotives there now. >> Yeah, we've seen a lot of revolutions in the computer industry, Intel created a revolution called the Computer Revolution, the PC Revolution, and then it became kind of an evolution, that seems to be the big trends you see, that cycle. But it seems now that we are, kind of been doing the evolution of mobile computing, and my phone gets better, 10 years down to the iPhone, 3G, 4G, LT, okay, I want more bandwidth, of course, but is there a revolution? Where can you point to? Where is the revolution, versus just standard evolutionary kind of trends? Is there something coming out of this that we're going to see? >> That is such a great question because when you look at the first digital wireless technologies that came out and then you had 2G, and 3G, and 4G, those really were evolutionary. And what we're finding with 5G that I believe is going to be a huge theme at Mobile World Congress this year is it is a completely different ballgame, I would say it's more of an inflection point or very revolutionary. And there's a couple reasons for that, both tie up in how ITU is specifying the use cases, it's licensed and unlicensed spectrum which is kind of unusual for how it's been done if you will get 2, 3, and 4G. The other thing that's really interesting about 5G, that it's an inflection point is there's a lot more intelligence assumed in the network and it helps address some of the challenges I think that the industry is seeing a different industry with some of the IoT promise we'll roll out where some of the macro design networks that we'd seen in the past, the ability to have the right latency, the right bandwidth, and the right cost matched to the needs of a specific IoT use case was much more limited in the past and I think we'll see a lot more opportunities moving forward. >> Great, great stuff, we're with Lynn Comp with the Network Platforms Group at Intel. You know, you bring up some, I like the way you're going with this, there's so much like, impact to society going on with these big, big trends. But also I was just having a conversation with some young folks here in Palo Alto, high school kids and some college kids and they're all jazzed up about AI, you can almost see the... I don't want to say addiction but fascination and intoxication with technology. And there's some real hardcore good tech going on here, could you just share your thoughts on, you know, what are some of those things that are going to, 'cause I mean, 5G to wireless, I get that, but I mean, you know, these kids that we talked to and folks that are in the next generation, they love the autonomous vehicles. But sometimes I can't get a phone signal, how are cars going to talk to each other? I mean, how does this, I mean, you've got to pull this together. And these kids are like, and it's into these new careers. What's your thoughts on what are some of the game changing tech challenges that are coming out of this? >> Let's just start with something that was a great example this year 'cause I think I have kids a similar age. And I had been skeptical of things like even just virtual reality, a augmented or virtual reality. And then we had this phenomena last summer that really was just a hint, it wasn't really augmented reality, but it was a hint of the demand that could be met by it and it's Pokemon Go. And so, an example with that, I mean, it really wasn't asking a significantly higher amount of data off the network, but it did change the use profile for many of the coms service providers and many of the networks where they realized I actually have to change the architecture, not just of what's at the edge but in my core network, to be more responsive and flexible, you are going to see something even more so with autonomous driving, even if it's just driver assist. And similar to how the auto pilot evolution happened, you're still going to have these usage patterns where people have too many demands, too much information coming at them, they do want that assistance, or they do want that augmented experience to interact with a brand, and it's going to really stress the network and there's going to have to be a lot of innovation about where some of these capabilities are placed and how much intelligence is close to the user as opposed to just a radio, probably going to need a lot more analytics and a lot more machine learning capabilities there as well. >> We had a segment earlier in the show, it was the entrepreneur who created the Trump and Dump chat bot that would go out and read Donald Trump's tweets and then short all public companies that were mentioned because the trend is, they would do that, but this is an example of some of these chat bots and some of this automation that's going on and it kind of brings the question up to some of the technology challenges that we're looking out at the landscape that we're discussing is the role of data really is a big deal and software and data now have an interaction play where you got to move data around the networks, networks are now ubiquitous, networks are now on people, networks are now in cars, networks are now part of all this, I won't say unstructured networks, but omni-connected fabric. So, data can really change what looks like an optimal architecture to a failed one, if you don't think about it properly. So, how do you guys at Intel think about the role of data? I mean, how do you build the new chips and how do you look at the landscape? And it must be a big consideration, what's your thoughts about the role of data? Because it can happen at any time, a tsunami of data could hit anything. >> Right, the tsunami of data. So for us, it's any challenge, and this is just in Intel's DNA, historically, we'll get challenges as opportunities because we love to solve these really big problems. And so, when you're talking about data moving around a network you're talking about transformation of the network. We've been having a lot of discussions with operators where they see the data tsunami, they're already seeing it, and they realized, I have got to reconfigure the architecture of my network to leverage these technologies and these capabilities in a way that's relevant for the regulatory environment I'm in. But I still have to be flexible, I have to be agile, I have to be leveraging programmability instead of having to rewrite software every generation or every time a new app comes out. >> Lynn, thanks so much for coming on. Like we always say, you know, engine room more power, you can never have enough compute power available in network bandwidth, as far as I'm concerned. You know, we'd love to increase the power, Moore's Law's been just a great thing, keeps on chugging along. Thanks for your time and joining us on the Silicon Valley Friday Show, appreciate it. Thanks so much. >> Thank you. >> Alright, take care. Okay, this is Silicon Valley Friday Show, I'm John Furrier, thanks so much for listening. I had Ben Gaddis on, Dan Rosenbaum, and Lynn Comp from Intel really breaking it down and bringing you all the best stories of the week here on the Silicon Valley, thanks for watching. (techno music) (bright instrumental music)
SUMMARY :
here in a selfie on the pre Silicon Valley Friday Show, it's the Silicon Valley Friday Show, and all the stuff that's going on, what is fake news? As the stock tanked, we closed our short that is Ben Gaddis on the phone, president of T3, Excited to talk with you. why did you create it, and how does it work? And so, the profit that we develop from that, and looks at the impact. And so, the fact that we're able to take and looking at the collective impact of And so, the algorithm actually picked up the collective intelligence of real time information. the only person closer to that information and influence the conversation with information. and thanks for the time, we enjoyed it. the firm behind the Trump and Dump, and changing the face of business from the inside out. brought to you by Silicon Angle Media. certainly on the infrastructure level with the device. But you know, it's February, it does this in New York. and certainly the world that you're in the adversary, you know, everyone got sort of upset about it technology's at the heart of it and, you know, and goes, "Who in the world would want is now beyond the device. and the back rooms are the places that you can't get into. And then you said, the boast of Google is that they want to make, you know, you know, just drop into Manhattan with a helicopter. and we'll have to bring, circle back with you and bringing that to you here as I have over the last half of the decade, the Silicon Valley Friday Show with John Furrier. and it's certainly impacting everyone in the industry thanks for taking the time to and the operators who are the purchaser, that seems to be the big trends you see, that cycle. and it helps address some of the challenges and folks that are in the next generation, and there's going to have to be a lot of innovation and it kind of brings the question up to the architecture of my network to leverage on the Silicon Valley Friday Show, appreciate it. and bringing you all the best stories of the week here
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