>>Good afternoon and welcome back to our audience here in Asia pacific This is Sandeep again uh from my home studio in Singapore, I hope you found the session to be insightful. I thought it was a key takeaway in terms of how you know the the world is going through a massive transformation, driven by underpinning the workload optimized solutions around up by round of security, 3 60 degree security. As Neil Mcdonald talked about underpinned by the scale, you know, whether you're on exa scale, compute public cloud or on the edge and that's kind of underpinning the digital transformation that our customers are going to go through. I have two special guests with me. Uh let me just quickly introduce them Santos restaurant martin who uh is the Managing director for intel in A P. K. And Dorinda Kapoor, Managing Director for HB Initial pacific So, good afternoon, both you gentlemen. >>Good afternoon. >>So Santos. My first question is to you, first of all, a comment, you know, the passion at which uh, pad Kill Singer talked through the four superpowers. That was amazing. You know, I could see that passion comes through the screen. You know, I think everybody in the audience could relate with that. We are like, you know, as you know, on the words of the launch, the gentle plus by power, but it's isolate processor from intel, what are you seeing and what do our customers should expect improvements, especially with regard to the business outcomes. >>Yeah, So first of all, thank you so much for having me in this session and, and as you said, Sandeep, I mean, you could really see how energized we are. And you heard that from pad as well. Uh, so we launched the third gen, intel, Xeon processors or isolate, you know about a couple of weeks ago and I'm sure, you know, there's lots of benefits that you get in these new products. But I thought what I'll do is I'll try and summarize them in three key buckets. The first one is about the performance benefits that these new products bring in. The 2nd 1 is the value of platforms and I think the last pieces about the partnerships and how it makes deployment really easy and simple for our customers. Let me start with the first one which is about performance and the and the big jump that we're staying. It's about a 46% performance, increased generation over generation. It's flexible, it's optimized performance from the edge to the cloud where you would see about 1.5 to 1.7 X improvements on key war clouds like the cloud five G I O D HPC and AI that are so critical all around us. It's probably the only data center processor that has built in A I acceleration that helps with faster analytics. It's got security optimist on intel SGX that basically gives you a secure on cliff when when sensitive data is getting transacted and it also has crypto acceleration that reduces any performance impact because of the pervasive encryption that we have all around us. Now The second key benefit is about platform and if you remember when we launch sky lake in 2017, we laid out a strategy that said that we are here to help customers >>move, >>store and process data. So it's not just the CPU that we announced with the third genitals, jOHn Announcements. We also announce products like the obtained persistent memory, 200 cds That gives you about a 32 higher memory bandwidth and six terabytes of memory capacity on stock. It the obtain S S D S, the intel internet, 800 cities adapter that gives you about 200 Gbps per port, which means you can move data much more faster and you have the intellectual X F P G s that gives you about a double the better fabric performance for what? Which means if there's key workloads that you want to go back and offloaded to a to a steak or a specific uh CPU then you have the F P G s that can really help you there Now. What does the platform do for our customers? It helps them build higher application and system level performance that they can all benefit from the last b which is the partnerships area is a critical one because we've had decades of experience of solution delivery with a broad ecosystem and with partners like HP and we build elements like the Intel select solution and the market ready solution that makes it so much more easier for our customers to deploy with Over 50 million Xeon scalable processes that is shipped around the world. A billion Xeon cores that are powering the cloud since 2013 customers have really a proven solution that they can work with. So in summary, I want you to remember the three key piece that can really >>help you be >>successful with these new products, the performance uplifted, you get generation over generation, the platform benefits. So it's not just the CPU but it's things around that that makes the system and the application work way better. And then the partnerships that give you peace of mind because you can go deploy proven solutions that you can go and implement in your organization and serve your customers better. >>Thanks. Thanks thanks and Tosha for clearly outlining, you know, the three PS and kind of really resonates well. Um, so let me just uh turn over you know, to Dorinda there in the hot, you know, there's a lot of new solutions, you're our new treaties that santos talked about security, you get a lot of performance benefits and yet our customers have to go through a massive amount of change from a digital transformation perspective in order that they take all the advantages in state competitive. We're using HP Iran addressing the needs for the challenges of our customers and how we really helping them accelerate their transformation journey. >>Yeah, sure. Sandeep, thanks a lot for the question. And you are right. Most of the businesses actually need to go uh digital transformation in order to stay relevant in the current times. And in fact actually COVID-19 has further accelerated the pace of digital transformation for uh most of our customers. And actually the digital transformation is all about delivering differentiated experiences and outcomes at the age by converting data collected from multiple different sources to insights and actions. So we actually an HP believe that enterprise of the future is going to be eight centric data driven and cloud enabled And with our strategy of providing H2 cloud platform and having a complete portfolio of uh software, networking computer and the storage solutions both at the age and court uh to of course collect, transmit secure, analyze and store data. I believe we are in the best position to help our customers start and execute on their transformation journey. Now reality is various enterprises are at different stages of their transformation journey. You know, uh we in HP are able to help our customers who are at the early stage or just starting the transformation journey to to help build their transformation broad maps with the help of our advisory teams and uh after that helped them to execute on the same with our professional services team. While for the customers who are already midway in the transformation journey, we have been helping them to differentiate themselves by delivering workload optimized solutions which provide latency, flexibility and performance. They need to turn data into insights and innovations to help their business. Now, speaking of the workload optimized solutions, HP has actually doubled down in this area with the help of our partners like Intel, which powers our latest Gentlemen plus platform. This brings more compute power, memory and storage capacity which our customers need as they process more data and solve more complex challenges within their business. >>Thank you. Thanks. And er in there I think that's really insightful. Hopefully you know our customer base, I will start joined in here, can hear that and take advantage of you know, how HP is helping you know, fast track the exploration. I come back to you something you don't like during the talk about expanding capacities and we saw news about you know Intel invest $20 billion dollars or so, something like that in terms of you know, adding capacities or manufacturing. So I'd like to hear from your perspective, you know how this investments which intel is putting is a kind of a game changer, how you're shaping the industry as we move forward. >>Yeah, I mean as we all know, I think there's accelerated demand for semiconductors across the world digitization especially in an environment that we're that we're going through has really made computing pervasive and it's it's becoming a foundation of every industry and our society, the world just needs more semiconductors. Intel is in a unique position to rise to that occasion and meet the growing demand for semiconductors given our advanced manufacturing scale that we have. So the intel foundry services and the that you mentioned is is part of the Intel's new I. D. M. Torrado strategy that Bad announced which is a differentiated winning formula that will really deliver the new era of innovation, manufacturing and product leadership. We will expand our manufacturing capacity as you mentioned with that 20 billion investments and building to fabs in Arizona. But there's more to come in the year ahead and these fans will support the expanding requirements of our current products and also provide committed capacity for our foundry customers. Our foundry customers will also be able to leverage our leading edge process, the treaty packaging technology, a world class I. P. Portfolio. So >>I'm really really >>excited. I think it's a truly exciting time for our industry. The world requires more semiconductors and Intel is stepping in to help build the same. >>Fantastic, fantastic. Thank you. Some potion is really heartening to know and we really cherish the long partnership, HP and Intel have together. I look forward that you know with this gentleman plus launch and the partnership going forward. You know, we have only motivation and work together. Really appreciate your taking the time and joining and thank you very much for joining us. >>Thank you. >>Thanks. >>Okay, so with that I will move on to our second segment and in white, another special guest and this is Pete Chambers who is the managing director for A N D N A P K. Good afternoon Pete. You can hear us Well >>I can. Thank you. Sandy, Great to be >>here. Good and thanks for joining me. Um I thought I just opened up, you know, like a comment around the 19 world Records uh, am D. N. H. We have together and it's a kind of a testament to the joint working model and relationship and the collaboration. And so again, really thank you for the partnership. We have any change. Uh, let me just quickly get to the first question. You know, when it comes to my mind listening over to what Antonio and Liza were discussing, you know, they're talking about there's a huge amount of flow of data. You know, the technology and the compute needs to be closer to where the data is being generated and how is A. M. D. You know, helping leverage some of those technologies to bring feature and benefits and driving outcome for customers here in asia. >>Yeah, as lisa mentioned, we're now in a high performance computing mega cycle driven by cloud computing, digital transformation five DNA. Which means that everyone needs and wants more computer IDC predicts that by 20 23/65 percent of the impact GDP will be digitized. So there's an inflection coming with digital transformation at the fall, businesses are ever increasingly looking for trusted partners like HP and HP and and to help them address and adapt to these complex emerging technologies while keeping their IT infrastructure highly efficient, you know, and is helping enable this transformation by bringing leadership performance such as high court densities, high PC and increased I. O. But at the same time offering the best efficiency and performance for what all third gen Epic. CPU support 100 and 28 lanes of superfast PC for connectivity to four terabytes of memory and multiple layers of security. You know, we've heard from our customers that security continues to be a key consideration, you know? And he continues to listen. And with third gen, Epic, we're providing a multitude of security features such as secure root of trust at the bios level which we work very closely with HP on secure encrypted virtualization, secure memory encryption and secure nested paging to really giving the customers confidence when designing Epic. We look very closely at the key workloads that our customers will be looking to enable. And we've designed Epic from the ground up to deliver superior experience. So high performance computing is growing in this region and our leadership per socket core density of up to 64 cause along with leading IO and high memory bandwidth provides a compelling solution to help solve customers most complex computational problems faster. New HP Apollo 6500 and 10 systems featuring third gen, Epic are also optimist for artificial intelligence capabilities to improve training and increased accuracy and results. And we also now support up to eight and instinct accelerators. In each of these systems, hyper converged infrastructure continues to gain momentum in today's modern data center and our superior core density helps deliver more VMS per CPU supported by a multitude of security virtualization features to provide peace of mind and works very closely with industry leaders in HD like HP but also Nutanix and VM ware to help simplify the customers infrastructure. And in recent times we've seen video. I have a resurgence as companies have looked to empower their remote employee remote employees. Third gen, Epic enables more video sessions per CPU providing a more cost optimized solution, simply put Epics higher core density per CPU means customers need fewer service. That means less space required, lower power and cooling expenditure and as a result, a tangibly lower total cost of ownership add to this the fact, as you mentioned that Andy Epic with HP of 19 world records across virtualization, energy efficiency, decision support, database workloads, etc. And service side java. And it all adds up to a very strong value proposition to encourage Cdos to embark on their next upgrade cycle with HP and Epic >>Interstate. Thank you Peter and really quite insightful. And I've just done that question over to Narendra Pete talked about great new technologies, new solution, new areas that are going to benefit from these technology enhancements at the same time. You know, if I'm a customer, I look at every time we talk about technology, you know, you need to invest and where is you know, the bigger concern for customers always wears this money will come from. So I want to uh, you know, uh, the if you share your insights, how is actually helping customers to be able to implement these technology solutions, giving them a financial flexibility so that they can drive business outcomes. >>Yes, and the very important point, you know, from how HP is able to help our customers from their transformation. Now, reality is that most of the traditional enterprises are being challenged by this new digital bond businesses who have no doubt of funding and very low expectation of profitability. But in reality, majority of the capital of these traditional enterprises has uh tied up in their existing businesses as they do need to keep current operations running while starting their digital transformation at the same time. This of course creates real challenges and funding their transformation. Now with HP, with our Green Lake Cloud services, we are able to help customers fund their transformation journey. Were instead of buying up front, customers pay only for what they consume as the scale. We are not only able to offer flexible consumption model for new investments but are also able to help our customers, you know, for monetize their capital, which is tied up in the old ICT infrastructure because we can buy back that old infrastructure and convert that into conception of frank. So while customers can continue to use those assets to run their current business and reality is HIV is the leader in the this as a service space and probably the only vendor to be able to offer as a service offering for all of our portfolio. Uh, if you look at the ideas prediction, 70 of the applications are not ready for public cloud and will continue to run in private environments in addition. And everybody talked about the beef for a I and you know, HPC as well as the edge and more and more workloads are actually moving to the edge where the public cloud will have for less and less a role to play. But when you look at the customers, they are more and more looking for a cloud, like business model for all the workloads, uh, that they're running outside the public cloud. Now, with our being like offering, we are able to take away all the complexity from customers, allowing them to run the workloads wherever they want. That means that the edge in the data center or in the cloud and consume in the way they want. In other words, we're able to provide cloud, like experience anytime, anywhere to our customers. And of course, all these Green Lake offerings are powered by our latest compute capabilities that HP has to offer. >>Thank you. Thank you, surrender. That's really, really, very insightful. I have a minute or two, so let me try to squeeze another question from your feet, you know, MD is just now introduced the third generation of epics and congratulations on that. How are you seeing that? Excellent. Helping you accelerate in this growth, in the impact? Uh, you know, the geography as as such. >>Sure, great question. And as I mentioned, you know, third gen Epic with me and and once again delivers industry leading solutions, bending the curve on performance efficiency and TCO helping more than ever to deliver along with HP the right technologies for today and tomorrow. You know, in the service space, it's not just about what you can offer today. You need to be able to predictably deliver innovation over the long term. And we are committed to doing just that, you know, and strategy is to focus on the customer. We continue to see strong growth both globally and in a pack in HPC cloud and Web tech manufacturing, Fc telco and public and government sectors are growth plan is focused on getting closer to our customers directly, engaging with HP and our partners and the end customer to help guide them on the best solution and assist them in solving their computing pain points cost effectively. A recent example of this is our partnership with palsy supercomputing center in Australia, where HP and M. D will be helping to provide some 200,000 cause across 1600 nodes and over 750 radio on instinct accelerators empowering scientists to solve today's most challenging problems. We have doubled ourselves and F8 teams in the region over the past year and will continue to invest in additional customer facing sales and technical people through 2021, you know, and has worked very closely with HP to co design and co developed the best technologies for our customers needs. We joined forces over seven years ago to prepare for the first generation of Epic at launch and you fast forward to today and it's great to see that HP now has a very broad range of Andy Epic servers spanning from the edge two extra scale. So we are truly excited about what we can offer the market in partnership with HP and feel that we offer a very strong foundation of differentiation for our channel partners to address their customers need to accelerate accelerate their digital transformation. Thank you. Sandy, >>thank you. Thanks Peter. And really it's been amazing partnering with the NDP here and thanks for your sponsorship on that. And together we want to work with you to create another 19 world records right from here in the issue. Absolutely. So with that we are coming to the end of the event. Really thanks for coming pete and to our audience here because the pig is being a great a couple of hours. I hope you all found these sessions very, very insightful. You heard from our worldwide experts as to where, you know, divorce, moving in terms of the transformation, what your hp is bringing to our compute workload optimized solutions which are going to go from regardless of what scale of computing you're using and wrapped around 3 60 security and then offer truly as a service experience. But before you drop off, I would like to request you to please scan the QR code you see on your screen and fill in the feedback form we have, you know, lucky draw for some $50 worth of vultures for the five lucky winners today. So please click up your phone and, you know, spend a minute or two and give us a feedback and thank you very much again for this wonderful day. And I wish everybody a great day. Thank you.

>> Announcer: From theCUBE studios in Palo Alto and Boston connecting with thought leaders all around the world. This is a CUBE conversation. >> Hello everybody, welcome to this special CUBE conversation. My name is Dave Vellante and you're watching theCUBE. We're here with Sanjay Poonen who's the COO of VMware and a good friend of theCUBE. Sanjay great to see you. Thanks for coming on. >> Dave it's a pleasure. In these new circumstances, shelter at home and remote working. I hope you and your family are doing well. >> Yeah, and back at you Sanjay. Of course I saw you on Kramer Mad Money the other night. I was jealous. I said, "I need Sanjay on to get an optimism injection." You're a great leader And I think, a role model for all of us. And of course the "Go Niners" in the background really incented me to get-- I got my Red Sox cap and we have a lack of sports, but, and we miss it, But hey, we're making the best. >> Okay Red Sox is better than the Patriots. Although I love the Patriots. If i was in the east coast, especially now that Brady's gone. I guess you guys are probably ruing a little bit that Jimmy G came to us. >> I am a huge Tampa Bay fan all of a sudden. I be honest with you. Tom Brady can become a Yankee and I would root for them. I tell you that's how much I love the guy. But anyway, I'm really excited to have you on. It's obviously as you mentioned, these times are tough, but we're making the best do and it's great to see you. You are a huge optimist, but I want to ask you, I want to start with Narendra Modi just announced, basically a lockdown for 21 days. 1.3 billion people in your native country. I wonder if you could give us some, some thoughts on that. >> I'm, my parents live half their time in Bangalore and half here. They happen to be right now in the US, and they're doing well. My dad's 80 and my mom's 77. I go to India a lot. I spent about 18 years of my life there, and the last 32 odd years here and I still go there a lot. Have a lots friends and my family there. And , it's I'm glad that the situation is kind of , as best as they can serve it. It's weird, I was watching some of the social media photos of Bangalore. I tweeted this out last night. The roads look so clean and beautiful. I mean, it looks like 40 years ago when I was growing up. When I would take a bicycle to school. I mean Bangalore's one of the most beautiful cities in India, very green and you can kind of see it all again. And I think, as I've been watching some of the satellite photos of the various big cities to just watch sort of Mother Nature. Obviously, we're in a tough time and, I open my empathy and thoughts and prayers go to every family that's affected by this. And certainly ones who have lost loved ones, but it's sort of, I think it's neat, that we're starting to see some of the beautiful aspects of nature. Even as we deal with the tough aspects of sheltered home. And the incredible tough impacts of this pandemic across the world. >> Yeah, I think you're right. There is a silver lining as much as, our hearts go out to those that are that are suffering. You're seeing the canals in Venice run clear. As you mentioned, the nitrous oxide levels over China. what's going on in Bangalore. So, there is a little bit of light in the end of the tunnel for the environment, I hope. and at least there's an indication that we maybe, need to be more sensitized to this. Okay, let's get into it. I want to ask you, so last week in our breaking analysis. We worked with a data company called ETR down in New York City. They do constant surveys of CIO's. I want to read you something that they came out with just on Monday and get your reaction. Basically, their annual growth and IT spend they're saying, is showing a slight decline for 2020. As a significant number of organizations plan to cut and/or delay IT expenditures due to the coronavirus. Though the current climate may suggest worse many organizations are accelerating spending for 2020 as they ramp up their work-from-home infrastructure. These organizations are offsetting what would otherwise be a notable decline in global IT spend versus last year. Now we've gone from the 4% consensus at the beginning of the year. ETR brought it down to zero percent and then just on Monday, they went to slight negative. But, what's not been reported widely is the somewhat offsetting factor of work-from-home infrastructure. VMware obviously plays there. So I wonder if you could comment on what you're seeing. >> Yeah, Dave, I think , we'll have to see . I'm not an economic pundit. So we're going to have to see what the, IT landscape looks like in the overall sense and we'll probably play off GDP. Certain industries: travel, hospitality, I mean, it's brutal for them. I mean, and I hope that, what I really hope, that's going to happen to that industry, especially there's an infusion through recovery type of bill. Is that no real big company goes under, and goes bankrupt. I mean kind of the situation in 2008. I mean, people wondering what will happen to the Airlines. Boeing, hospital-- these are ic-- some of them like Boeing are iconic brands of the United States and of the world. There's only two real companies that make planes. So we've got to make sure that those industries stay afloat and stay good for the health of the world. Health of the US economy, jobs, and so on. That's always one end. Listen, health and safety of our employees always comes first. Before we even think about that. I always tell people the profits of VMware will wait if you are not well, if your loved ones not well, if your going to take care of people, take care of that first. We will be fine. This too shall pass. But if you're healthy, let's turn our attention because we're not going to just sit at home and play games. We're going to serve our customers. How do we do that? A lot of our customers are adjusting to this new normal. As a result, they have to either order devices with a laptop, screens, things of those kinds, to allow a work-from-home environment to be as close to productive as they work environment. So I expect that there will be a surge in the, sort of, end points that people need. I will have to see how Dell and HP and Lenovo, but I expect that they will probably see some surge in their laptops. As people, kind of, want those in the home and hopefully their supply chains are able to respond. But then with every one of those endpoints and screens that we need now for these types of organizations. You need to manage them, end point management. Often, you need virtual desktops on them. You need to end point security and then in some cases you will probably need, if it's a remote office, branch office, and into the home office, network security and app acceleration. So those Solutions, end point management, Workspace ONE, inclusive of a full-fledged virtual desktop capability That's our product Workspace ONE. Endpoint Securities, Carbon Black and the Network Platform NSX being software-defined was relegated for things like, load balancers and SDWAN capabilities and it's kind of almost feels like good, that we got those solutions, the last three, four years through acquisitions, in many cases. I mean, of course, Airwatch and Nicira were six, seven, eight years ago. But even SD-WAN, we acquired Velocloud three and a half years ago, Carbon Black just four months ago, and Avi in the last year. Those are all parts of that kind of portfolio now, and I feel we were able to, as customers come to us we're not going in ambulance-chasing. But as customers come to us and say, "What do you have as a work-at-home "for business continuity?" We're able to offer them a solution. So we did a webcast earlier this week. Where we talked about, we're calling it work in home with business continuity. It's led with our EUC offerings Workspace ONE. Accompanied by Carbon Black to secure that, and then underneath it, will obviously be the cloud foundation and our Network capabilities of NSX. >> Yeah, so I want to double down on that because it was not, the survey results, showed it was not just collaboration tools. Like Zoom and WebEx and gotomeeting Etc. It was, as you're pointing out, it was other infrastructure that was of VPN's. It was Network bandwidth. It was virtualization, security because they need to secure that work-from-home infrastructure. So a lot of sort of, ancillary activity. It was surprising to me, when I saw the data, that 21% of the CIO's that we surveyed, said that they actually plan on spending more in 2020 because of these factors. And so now we're tracking that daily. And the sentiment changes daily. I showed some other data that showed the CIO sentiment through March. Every day of the survey it dropped. Okay, so it's prudent to be cautious. But nonetheless, people to your point aren't just sitting on their hands. They're not standing still. They're moving to support this new work-from-home normal. >> Yeah, I mean listen, I forgot to say that, Yeah, we are using the video collaboration tools. Zoom a lot. We use Slack. We'll use Teams. So we are, those are accompanied. We were actually one of the first customers to use Zoom. I'm a big fan of my friend Eric Yuan and what they're doing there in modernizing, making it available on a mobile device. Just really fast. They've been very responsive and they reciprocated by using Workspace ONE there. We've been doing ads joined to VMware and zoom in the market for the last several years. So we're a big fan of their technology. So far be it from me to proclaim that the only thing you need here's VMware. There's a lot of other things on the stack. I think the best way, Dave, for us that we've sought to do this is again, I'm very sensitive to not ambulance-chase, which is, kind of go after this. To do it authentically, and the way that authentically is to be, I think Satya Nadella put this pretty well in an interview he did yesterday. Be a first responder to the first responder. A digital first responder, if I could. So when the, our biggest customers are hospital and school and universities and retailers and pharmacies. These are some of our biggest customers. They are looking, in some cases, actually hire more people to serve their communities and customers. And every one of them, as they , hire new people and so and so on, will I just naturally coming to us and when they come to us, serve them. And it's been really gratifying Dave. If I could read you the emails I've been getting the last few days. I got one from a very prominent City, the United States, the mayor's office, the CTO, just thanking us and our people. For being available who are being careful not to, we're being very sensitive to the pricing. To making sure customers don't feel like, in any way, that we're looking at the economics of it will always come just serve your customer. I got an email yesterday from a very large pharmacy. Routinely we were talking to folks in the, in the healthcare industry. University, a president of a school. In fact, Southern New Hampshire University, who I mentioned Jim Cramer. Sent me a note saying, "hey, we're really grateful you even mentioned our name." and I'm not doing this because, Southern New Hampshire University is doing an incredible job of moving a lot of their platform to online to help tens of thousands. And they were one of the early customers to adopt virtual desktops, and the cloud desktops, and the services. So, as we call. So in any of these use cases, I just tell our employees, "Be authentic. "First off take care of your families. "It's really important to take care of your own health and safety. But once you've done that, be authentic in serving our customers." That's what VR has always done. From the days of dying green, to bombers, to Pat, and all of us here now. Take care of our customers and we'll be fine. >> Yeah, and I perfectly understand your sensitivity to that notion of ambulance-chasing and I'm by no means trying to bait you into doing that. But I would stress, the industry needs you and the tech it-- many in the tech industry, like VMware, have very strong balance sheets. They're extremely viable companies and we as a community, as an industry, need companies like VMware to step up, be flexible on pricing, and terms, and payment, and things like that nature. Which it sounds like you're doing. Because the heroes that are on the front lines, they're fighting a battle every day, every hour, every minute and they need infrastructure to be able to work remotely with the stay-at-home mandates. >> I think that's right. And listen, let me talk a little bit of one of the things you talked about. Which is financing and we moved a lot of our business to increasingly, to the cloud. And SaaS and subscription services are a lot more radical than offer license and maintenance. We make that choice available to customers, in many cases we lead with cloud-first solutions. And then we also have financing services from our partners like Dell financial services that really allow a more gradual, radibal payment. Do people want financing? And , I think if there are other scenarios. Jim asked me on his show, "What will you do if one of your companies go bankrupt?" I don't know, that's an unprecedented, we didn't have, we had obviously, the financial crisis. I wasn't here at VMware during the dot-com blow up where companies just went bankrupt in 2000. I was at Informatica at the time. So, I'm sure we will see some unprecedented-- but I will tell you, we have a very fortunate to be profitable, have a good balance sheet. Whatever scenario, if we take care of our customers, I mean, we have been very fortunate to be one of the highest NPS, Net promoter scorer, companies in the industry. And , I've been reaching out to many of our top customers. Just a courtesy, without any agenda other than, we're just checking in. A friend in need is a friend indeed. It's a line that I remembered. And just reach out your customers. Hey listen. Checking in. No, other than can we help you, if there's anything and thank you, especially for ones who are retailers, pharmacies, hospitals, first responders. Thank them for what they're doing to serve many of their people. Especially people in retail. Think about the people who have to go into warehouses to service us, to deliver the stuff that comes to our home. I mean, these people are potentially at risk, but they do it. Put on masks. Braving health situations. That often need the paycheck. We're very grateful for that, and our hope is that this world situation, listen, I mentioned it on on TV as a kind of a little bit of a traffic jam. I love to ski and when I go off and to Tahoe, I tell my family, "I don't know how long it's going to take." with check up on Waze or Google Maps and usually takes four hours, no traffic. Every now and then it'll take five, six, seven. Worst case eight. I had some situation, never happen to me but some of my friends would just got stuck there and had to sleep in their car. But it's pretty much the case, you will eventually get there. I was talking to my dad, who is 80, and he's doing well. And he said, this feels a little bit like World War Two because you're kind of, in many places there. They had a bunker, shelter. Not just shelter in place, but bunker shelter in that time. But that lasted, whatever five, six years. I don't think this is going to last five, six years. It may be five, six months. It might be a whole year. I don't know. I can guarantee it's not going to be six years. So it won't be as bad as World War two. It certainly won't be as bad as the Spanish Flu. Which took 39 people and two percent of the world. Including five percent of my country, India in the 1918 to 1920 period, a hundred years ago. So we will get through this. I like, we shall overcome. I'm not going to sing it for you. It's one of my favorite Louis Armstrong songs, but find ways by which you encourage, uplift people. Making sure, it is tough, it is very tough times and we have to make sure that we get through this. That jobs are preserved as best as we can because that's the part I'm really, really concerned about. The loss of jobs and how we're going to recover as US economy, but we will make it through this. >> Yeah, and I want to sort of second what you're saying. That look, I know there are a lot of people at home that going a little bit stir crazy and this, the maybe a little bit of depression setting in. But to your point, we have to be empathic for those that are suffering. The elderly, who are in intensive care and also those frontline workers. And then I love your optimism. We will get through this. This is not the Spanish Flu. We have, it's a different world, a different technology world. Our focus, like many other small businesses is, we obviously want to survive. We want to maintain our full employment. We want to serve our customers and we, as you, believe that that is the recipe for getting through this. And so, I love the optimism. >> And listen, and we can help be a part of my the moment you texted me and said, "Hey, can I be in your show?" If it helps you drive, whatever you need, sponsorship revenue, advertising. I'm here and the same thing for all of our friends who have to adjust the way in which the wo-- we want to be there to help them. And I've chosen as best as I can, in terms of how I can support my family, the sort of five, five of us at home now. All fighting over bandwidth, the three kids, and my wife, and I. To be positive with them, to be in my social media presence, as best as possible. Every day to be positive in what I tweet out to the world And point people to a hope of what's going to come. I don't know how long this is going to last. But I can tell you. I mean, just the fact that you and I are talking over video interview. High fidelity, reasonably high fidelity, high bandwidth. The ability to connect. I mean it is a whole lot better than a lot of what happened in World War 2 or the Spanish flu. And I hope at the end of it, some of us, some of this will forever change our life. I hope for for example in a lot of our profession. We have to travel to visit customers. And now that I'm building some of these relationships virtually. I hope that maybe my travel percentage will drop. It's actually good for the environment, good for my family life. But if we can lower that percentage, still get things done through Zoom calls, and Workspace ONE, and things of those kinds, that would be awesome. So that's how I think about the way in which I'm adapting my life. And then I set certain personal goals. This year, for example, we're expanding a lot of our focus in security. We have a billion dollar security business and we're looking to grow that NSX, Common Black, Workspace ONE, and accompanying tools and I made it a goal to try and meet at all my sales teams. A thousand C-ISOs. I mean off I know a lot of CIO's in the 25 years, I've had, maybe five, six thousand of them in the world. And blessed to build that relationship over the years of my SAP and VMware experience, but I don't know. I mean, I knew probably 50 or 100. Maybe a few hundred CISO's. And now that we have a portfolio it's relevant to grant them and I think very compelling across network security and End Point security. We own the companies with such a strong portfolio in both those areas. I'm reaching out to them and I'm happy to tell you, I connected, I've got the names of 1,000 of the top CISO's in the Fortune 1000, Global 2000, and connecting with many of them through LinkedIn and other mixers. I hope I talked to many of them through the course of the year. And many of them will be virtual conversations. Again, just to talk to them about being a trusted advisor to us. Seeing if we can help them. And then of course, there will be a product pitch for NSX and Carbon Black and how we're different from whoever it is, Palo Alto and F5 and Netscaler and the SD line players or semantic McAfee Crowdstrike. We're differentiated so I want to certainly earn some of the business. But these are ways in which you adjust to a virtual kind of economy. Where I'm not having to physically go and meet them. >> Yeah, and we share your optimism and those CISO's are, they're heroes, superheroes on the front line. I'll tell ya a quick aside. So John Furrier and I, we're in Barcelona. When really, the coronavirus came to our heightened awareness and John looked at me and said, "Dave we've been doing digital for 10 years. "We have to take all of the software that we've developed, "all these assets and help our customers pivot." So we share that optimism and we're actually lucky to be able to have the studios and be able to have these conversations with you guys. So again, we share that, that optimism. I want to ask you, just on guidance. A lot of companies have come out and said we're not giving guidance anymore. I didn't see anything relative to VMware. Have you guys announced anything on guidance in terms of how you're going to communicate? Where are you at with that? >> No, I think we're just, I mean listen, we take this very carefully because of reg FD and the regulations of public company. So we just allow the normal quarterly ins. And of outside of that, if our CFO decides they may. But right now we're just continuing business as usual. We're in the middle of our, kind of, whatever, middle of our quarter. Quarter ends April. So work hard do the best we can in all the regions, be available for all of our teams. Pat, myself, and others we're, to the extent that we're healthy and we're doing well, but thank God, is reach out to CISO's and CIO's and CTO's and CEOs and help them. And I believe people will spend money. The questions we have to go over. And I think the stronger will survive. The companies with better balance sheet and unfortunately, some of the weaker companies won't. And I think quite frankly, if you do your job well. I don't mean this in any negative sense. The stronger companies will take share in these environments. I was watching a segment for John Chambers. He has been through a number of different, when I know him, so an I have, I've talked to him about some of the stuff. He will tell you that he, advises is a lot of his companies now. From the experiences he saw in 2008, 2001, in many of the crisis and supply chain issues. This is a time where leadership counts. The strong get stronger. Never waste a good crisis, as Winston Churchill said. And as you do that, the strong will come strong because you figure out ways by which, if you're going to make changes that were planned for one or two years from now. Maybe a good time to make them is now. And as you do that you communicate a vision for where you're going. Very clearly to your employees. Again incessantly over and over again. They, hopefully, are able to repeat it in their own words in a simple fashion, and then you get all of your employees in our case 30,000 plus employees of VMware lined up. So one of the things that we've been doing a lot of these days is communicate, communicate, communicate, internally. I've talked a lot about our communication with customer. But inside, our employees, we do calls with our top leaders over Zoom. Calls, intimate calls, and many, often we're adjusting to where I'll say a few words. I have a mandatory every two week goal with all of my senior most leaders. I'll speak for about five minutes and then for the next 25 minutes, the top 12, 15 of them I listen. To things, I want all of them to speak up. There's nobody who should stay silent, because I want to hear what's going on in that corner of the world. >> But fantastic Sanjay. Well, I mean, Boeing, I heard this morning's going to get some support from the government. And strategically that's very important for our country. Congress finally passed, looks like they're passing that bill, and support which is awesome. It's been, especially for all these small businesses that are struggling and want to maintain full employment. I heard Steve Mnuchin the other day saying, "Look, we're talking about two months of payroll "for people if they agree to keep people employed. "or hire them back." I mean the Fed. people say, oh the FED is out of arrows. The Feds, not out of arrows. I mean, I'm not an economist either. But the Fed. has a lot of bullets in their gun, as they say. So Sanjay, thanks so much. You're an awesome leader and really an inspirational executive and a good friend so thank you so much for coming on theCUBE. >> Dave, always a pleasure. Please say hi to all of my friends, your co-anchors, and the staff at CUBE. Thank them for all their hard work. It's a pleasure to talk to you this morning. I wish you, your family, and your friends and all of our community, stay safe and be well. >> Thank you Sanjay and thank you for watching everybody. This is Dave Vellante for the cube and we'll see you next time. (soft music)

>> Narrator: Live from San Juan, Puerto Rico It's theCUBE, covering Blockchain Unbound Brought to you by Blockchain Industries (upbeat music) >> Hey, welcome back everybody, we're live in Puerto Rico for the cryptocurrency, global blockchain, decentralized internet, Cube coverage in Puerto Rico part of Blockchain Unbound. I'm John Furrier, host of theCUBE here, also co-founder of SiliconANGLE Media Inc. And, we're here with a first Cube ever, father/son Cube segment where we're going to kind of break down a summary of the show but mainly get the take from a 22 year old. Here with me is my son Alex Furrier who's been doing the schedule and greeting all the guests. Alec has been also demoing our platform that we haven't formally announced but also Not that we have to but it's out there. theCUBE platform, all the back-end data Because it really is getting everyone here excited So, Alec, welcome to theCUBE. >> Thanks, great to be on, finally, after all these years (John chuckles) to be on, it's an honor. >> Well, thanks for all the hard work you did on the schedule but you're a young gun, you're 22 years old. This is an exciting crypto world for your generation. What's your reaction to the commentary you've heard, the stories you've heard, what's the young perspective on cryptocurrency, blockchain, what's the view? >> Totally, it's a totally crazy culture, right? So, there's a very big influx of young talent and talented minds at that, right? And, this is really changing the revolution landscape. It's accelerating the tech. These ideas are being freely shared whereas before there was bottlenecks in the collaboration aspect of the technological field, right? >> You're a gamer, I know that so you're the young eco-system You don't care about data lakes and data centers and cloud computing. What is your generation look at this as an opportunity? What's exciting about it? What's the perspective? >> Well, there's multiple perspectives. The main two I say, there's multiple perspectives. Main two, is one, there's a shit ton of way to make money. And you know, is there a scam? Is there a risk for my business? You know, blockchain is involved. And there's a little bit of that mumbo jumbo going along. But then, there's also the other side that are really into it and really applying the tech and know that this is the best way to collaborate with peers >> What's the coolest thing you've seen? >> The coolest thing I've seen is probably Hashgraph which is actually not on the blockchain and competitors of the blockchain. And that's actually increasing speeds and pretty much making the tech, the back-end infrastructure better. >> So, you dropped out of UCSB, you're going to maybe go back to school but you're also working as a product manager for our crypto project for SiliconANGLE Media, theCUBE, Cube Network, you were giving demos. What is, what are we doing? How would you explain what we're doing? And, what was some of the reactions to the demo that you were giving? >> All great reactions so far. People are very excited what we're building which is a reputation centrality metric. And, what this does, is allows us to track, what users are talking about, and where they're talking about it. And actually, rank their reputation leaderboard rankings by topic, by frequency, by impact down reverb in the entire network. And that allows us to appropriate connections between two people who have different social, culture and professional topics that they talk about. And allow them to create more value for the entire platform, for the community and more importantly, themselves. >> What is, what does that mean, what problem are we solving? >> So, we're solving the Facebook ad word problem of the old generation which is you as a user do not own your data. Right? >> Yep. >> So now, what we have is this user base struggling to find the monetary value in their social media platforms. But now, we are actually offering a way for them to reverse the paradigm and get paid for interacting with others, creating with others and contributing to the community through all of their social media outlets. >> What was the biggest thing that people reacted to at the demos, the variety of tools we showed them. What was the number one, couple of things that they reacted to, what jumped out at you? >> So, I would say what jumped out is, how blown away these people are. They really are, you know, elevated in their mindset when they think about these concepts. Because it expands their mind and when they realize that I can go and expand someone else's mind and their mind will essentially contribute to the entire community. And everyone's going to grow from one initial idea. >> What are you working on, the project? Please share with the folks, what've you been working on, what specific things that you do and you're managing. What's unique about the technology? Share some color commentary on the project. >> Yeah so right now we have a couple of projects going, and, for now, I'll just talk about the platform side of things which is the more futuristic vision. Specifically, we're creating trending communities so we could actually auto generate stories based on Twitter API data, right? And also, our own platform has even more complex metrics which we'll be rewarding people for, so people will get rewards for using our platform more than the Twitter. But we could still have native content versus in-network content being weighed differently. And so, what we're doing is routing metrics of weighted value with a contextual layer on top through natural language processing and machine learning. >> So, are some people saying "Oh, you're like Steam?" How do you respond to that? >> We're not like Steam. Steam is extremely powerhousey and it's momentum and it doesn't actually do topic weighing Right, so, and we also value attention of the crowd so what we're working on is, what do people influence with their reputation? Whereas Steam, it's like, where do people contribute? How much do they contribute? And so, what we want to do is, we say hey, you know if I get uploads on Reddit that should be weighed in the network somewhere else, right? Instead of having a overall karma, we should have one integrated karmic aspect of a topicality so that if my karma, I'm using karma as an analogy cause Reddit has the up votes karma, down votes karma. >> So what about blockchain, why are we So, how would you explain to someone Okay, you're theCUBE what is the blockchain? What is crypto mean for us? >> So, blockchain, we're using it to add a layer of trust and security to our network. So we want transparency within our network and that means we have to have a ledger for every single engagement, interaction like we tweet on the network, right? >> And the crypto, the token, does what? >> Crypto token will pretty much be able to be cashed out thru Ethereum, right, ERC20 but it would also have a weighted role in our two sided marketplace, bounty ask buy. And, that'll be the main medium of where people identify and exchange their reputation. >> How would you describe out platform to a user out there if they say, what do you like, or what are you disrupting, what aren't you like, what are you guys doing, what you disrupting? And why would I want to use your platform? >> Yeah, so I think we're disrupting, you know, multiple companies, right? And, the one I really associate with is a professional Steamit meets Brave Browser, BAT token versus Steam, right? So, BAT is attention only and attention is valuable. I'm here with you, you have a 20 minute interview with me. That's your attention, that's valuable but it's much more valuable than someone else who isn't interviewing, let's just say, someone who is less fortunate. But, that's also a real time aspect. So there's a time variable, there's a network variable and there's a topicality variable, you know the social graph, you got the interest graph, and then the value graph on top. >> So Alec, so if you had to describe what we do in one sentence, what would it be? Putting you on the spot. >> In one sentence, I would say we would call it, a decentralized media platform with rewards for the user base, based on reputation. >> Alright, my son Alec Furrier is also involved in our crypto project, part of theCUBE network coming soon, house of theCUBE is here, the crypto conference, and what better way to align with the crypto community then demoing our token enabled platform. Congratulations to you, Narendra, Kent, Jeff and the team doing a great job with theCUBE network. Cube alumni are all going to get coins, right? Not yet decided but great work Alec, thanks for sharing. It's theCUBE here, Puerto Rico. I'm John Furrier, my son Alec. Thanks for watching. (upbeat music)

>>The cube at big data SV 2014 is brought to you by headline sponsors. When disco we make Hadoop invincible and Aptean accelerating big data, 2.0, >>Okay. We're back here, live in Silicon valley. This is big data. It has to be, this is Silicon England, Wiki bonds, the cube coverage of big data in Silicon valley and all around the world covering the strata conference. All the latest news analysis here in Silicon valley, the cube was our flagship program about the events extract the signal from noise. I'm John furrier, the founders of looking angle. So my co-host and co-founder of Wiki bond.org, Dave Volante, uh, George Matthew CEO, altruist on the cube again, back from big data NYC just a few months ago. Um, our two events, um, welcome back. Great to be here. So, um, what fruit is dropped into the blend or the change, the colors of the big data space this this time. So we were in new Yorkers. We saw what happened there. A lot of talk about financial services, you know, big business, Silicon valley Kool-Aid is more about innovation. Partnerships are being formed, channel expansion. Obviously the market's hot growth is still basing. Valuations are high. What's your take on the current state of the market? >>Yeah. Great question. So John, when we see this market today, I remember even a few years ago when I first visited the cave, particularly when it came to a deep world and strata a few years back, it was amazing that we talked about this early innings of a ballgame, right? We said it was like, man, we're probably in the second or third inning of this ball game. And what has progressed particularly this last few years has been how much the actual productionization, the actual industrialization of this activity, particularly from a big data analytics standpoint has merged. And that's amazing, right? And in a short span, two, three years, we're talking about technologies and capabilities that were kind of considered things that you play with. And now these are things that are keeping the lights on and running, you know, major portions of how better decision-making and analytics are done inside of organizations. So I think that industrialization is a big shift forward. In fact, if you've listened to guys like Narendra Mulani who runs most of analytics at Accenture, he'll actually highlight that as one of the key elements of how not only the transformation is occurring among organizations, but even the people that are servicing a large companies today are going through this big shift. And we're right in the middle of it. >>We saw, you mentioned a censure. We look at CSC, but service mesh and the cloud side, you seeing the consulting firms really seeing build-out mandates, not just POC, like let's go and lock down now for the vendors. That means is people looking for reference accounts right now? So to me, I'm kind of seeing the tea leaves say, okay, who's going to knock down the reference accounts and what is that going to look like? You know, how do you go in and say, I'm going to tune up this database against SAP or this against that incumbent legacy vendor with this new scale-out, all these things are on in play. So we're seeing that, that focus of okay, tire kicking is over real growth, real, real referenceable deployments, not, not like a, you know, POC on steroids, like full on game-changing deployments. Do you see that? And, and if you do, what versions of that do you seeing happening and what ending of that is that like the first pitch of the sixth inning? Uh, w what do you, how would you benchmark that? >>Yeah, so I, I would say we're, we're definitely in the fourth or fifth inning of a non ballgame now. And, and there's innings. What we're seeing is I describe this as a new analytic stack that's emerged, right? And that started years ago when particularly the major Hadoop distro vendors started to rethink how data management was effectively being delivered. And once that data management layer started to be re thought, particularly in terms of, you know, what the schema was on read what the ability to do MPP and scale-out was in terms of how much cheaper it is to bring storage and compute closer to data. What's now coming above that stack is, you know, how do I blend data? How do I be able to give solutions to data analysts who can make better decisions off of what's being stored inside of that petabyte scale infrastructure? So we're seeing this new stack emerge where, you know, Cloudera Hortonworks map are kind of that underpinning underlying infrastructure where now our based analytics that revolution provides Altrix for data blending for analytic work, that's in the hands of data analysts, Tableau for visual analysis and dashboarding. Those are basically the solutions that are moving forward as a capability that are package and product. >>Is that the game-changing feature right now, do you think that integration of the stack, or is that the big, game-changer this sheet, >>That's the hardening that's happening as we speak right now, if you think about the industrialization of big data analytics that, you know, as I think of it as the fourth or fifth inning of the ballgame, that hardening that ability to take solutions that either, you know, the Accentures, the KPMGs, the Deloitte of the world deliver to their clients, but also how people build stuff internally, right? They have much better solutions that work out of the box, as opposed to fumbling with, you know, things that aren't, you know, stitched as well together because of the bailing wire and bubblegum that was involved for the last few years. >>I got it. I got to ask you, uh, one of the big trends you saw in certainly in the tech world, you mentioned stacks, and that's the success of Amazon, the cloud. You're seeing integrated stacks being a key part of the, kind of the, kind of the formation of you said hardening of the stack, but the word horizontally scalable is a term that's used in a lot of these open source environments, where you have commodity hardware, you have open source software. So, you know, everything it's horizontally scalable. Now, that's, that's very easy to envision, but thinking about the implementation in an enterprise or a large organization, horizontally scalable is not a no brainer. What's your take on that. And how does that hyperscale infrastructure mindset of scale-out scalable, which is a big benefit of the current infrastructure? How does that fit into, into the big day? >>Well, I think it fits extremely well, right? Because when you look at the capabilities of the last, as we describe it stack, we almost think of it as vertical hardware and software that's factually built up, but right now, for anyone who's building scale in this world, it's all about scale-out and really being able to build that stack on a horizontal basis. So if you look at examples of this, right, say for instance, what a cloud era recently announced with their enterprise hub. And so when you look at that capability of the enterprise data hub, a lot of it is about taking what yarn has become as a resource manager. What HDFS has been ACOM as a scale-out storage infrastructure, what the new plugin engines have merged beyond MapReduce as a capability for engines to come into a deep. And that is a very horizontal description of how you can do scale out, particularly for data management. >>When we built a lot of the work that was announced at strata a few years ago, particularly around how the analytics architecture for Galerie, uh, emerged at Altryx. Now we have hundreds of, of apps, thousands of users in that infrastructure. And when we built that out was actually scaling out on Amazon where the worker nodes and the capability for us to manage workload was very horizontal built out. If you look at servers today of any layer of that stack, it is really about that horizontal. Scale-out less so about throwing more hardware, more, uh, you know, high-end infrastructure at it, but more about how commodity hardware can be leveraged and use up and down that stack very easily. So Georgia, >>I asked you a question, so why is analytics so hard for so many companies? Um, and you've been in this big data, we've been talking to you since the beginning, um, and when's it going to get easier? And what are you guys specifically doing? You know, >>So facilitate that. Sure. So a few things that we've seen to date is that a lot of the analytics work that many people do internal and external to organizations is very rote, hand driven coding, right? And I think that's been one of the biggest challenges because the two end points in analytics have been either you hard code stuff that you push into a, you know, a C plus plus or a Java function, and you push it into database, or you're doing lightweight analytics in Excel. And really there needs to be a middle ground where someone can do effective scale-out and have repeatability in what's been done and ease of use. And what's been done that you don't have to necessarily be a programmer and Java programmer in C plus plus to push an analytic function and database. And you certainly don't have to deal with the limitations of Excel today. >>And really that middle ground is what Altryx serves. We look at it as an opportunity for analysts to start work with a very repeatable re reasonable workflow of how they would build their initial constructs around an analytic function that they would want to deploy. And then the scale-out happens because all of the infrastructure works on that analyst behalf, whether that be the infrastructure on Hadoop, would that be the infrastructure of the scale out of how we would publish an analytic function? Would that be how the visualizations would occur inside of a product like Tableau? And so that, I think Dave is one of the biggest things that needs to shift over where you don't have the only options in front of you for analytics is either Excel or hard coding, a bunch of code in C plus plus, or Java and pushing it in database. Yeah. >>And you correct me if I'm wrong, but it seems to be building your partnerships and your ecosystem really around driving that solution and, and, and really driving a revolution in the way in which people think about analytics, >>Ease of use. The idea is that ultimately if you can't get data analysts to be able to not only create work, that they can actually self-describe deploy and deliver and deliver success inside of an organization. And scale that out at the petabyte scale information that exists inside of most organizations you fail. And that's the job of folks like ourselves to provide great software. >>Well, you mentioned Tableau, you guys have a strong partnership there, and Christian Chabot, I think has a good vision. And you talked about sort of, you know, the, the, the choices of the spectrum and neither are good. Can you talk a little bit more about that, that, that partnership and the relationship and what you guys are doing together? Yeah. >>Uh, I would say Tableau's our strongest and most strategic partner today. I mean, we were diamond sponsors of their conference. I think I was there at their conference when I was on the cube the time before, and they are diamond sponsors of our conference. So our customers and particular users are one in the same for Tablo. It really becomes a, an experience around how visual analysis and dashboard, and can be very easily delivered by data analysts. And we think of those same users, the same exact people that Tablo works with to be able to do data blending and advanced analytics. And so that's why the two software products, that's why the two companies, that's where our two customer bases are one in the same because of that integrated experience. So, you know, Tableau is basically replacing XL and that's the mission that thereafter. And we feel that anyone who wants to be able to do the first form of data blending, which I would think of as a V lookup in Excel, should look at Altryx as a solution for that one. >>So you mentioned your conference it's inspire, right? It >>Is inspiring was coming up in June, >>June. Yeah. Uh, how many years have you done inspire? >>Inspire is now in its fifth year. And you're gonna bring the >>Cube this year. Yeah. >>That would be great. You guys, yeah, that would be fun. >>You should do it. So talk about the conference a little bit. I don't know much about it, but I mean, I know of it. >>Yeah. It's very centered around business users, particularly data analysts and many organizations that cut across retail, financial services, communications, where companies like Walmart at and T sprint Verizon bring a lot of their underlying data problems, underlying analytic opportunities that they've wrestled with and bring a community together this year. We're expecting somewhere in the neighborhood of 550 600 folks attending. So largely to, uh, figure out how to bring this, this, uh, you know, game forward, really to build out this next rate analytic capability that's emerging for most organizations. And we think that that starts ultimately with data analysts. All right. We think that there are well over two and a half million data analysts that are underserved by the current big data tools that are in this space. And we've just been highly focused on targeting those users. And so far, it's been pretty good at us. >>It's moving, it's obviously moving to the casual user at some levels, but I ended up getting there not soon, but I want to, I want to ask you the role of the cloud and all this, because when you have underneath the hood is a lot of leverage. You mentioned integrates that's when to get your perspective on the data cloud, not data cloud is it's putting data in the cloud, but the role of cloud, the role of dev ops that intersection, but you're seeing dev ops, you know, fueling a lot of that growth, certainly under the hood. Now on the top of the stack, you have the, I guess, this middle layer for lack of a better description, I'm of use old, old metaphor developing. So that's the enablement piece. Ultimately the end game is fully turnkey, data science, personalization, all that's, that's the holy grail. We all know. So how do you see that collision with cloud and the big, the big data? >>Yeah. So cloud is basically become three things for a lot of folks in our space. One is what we talked about, which is scale up and scale out, uh, is something that is much more feasible when you can spin up and spin down infrastructure as needed, particularly on an elastic basis. And so many of us who built our solutions leverage Amazon being one of the most defacto solutions for cloud based deployment, that it just makes it easy to do the scale-out that's necessary. This is the second thing it actually enables us. Uh, and many of our friends and partners to do is to be able to bring a lower cost basis to how infrastructure stood up, right? Because at the end of the day, the challenge for the last generation of analytics and data warehousing that was in this space is your starting conversation is two to $3 million just in infrastructure alone before you even buy software and services. >>And so now if you can rent everything that's involved with the infrastructure and the software is actually working within days, hours of actually starting the effort, as opposed to a 14 month life cycle, it's really compressing the time to success and value that's involved. And so we see almost a similarity to how Salesforce really disrupted the market. 10 years ago, I happened to be at Salesforce when that disruption occurred and the analytics movement that is underway really impacted by cloud. And the ability to scale out in the cloud is really driving an economic basis. That's unheard of with that >>Developer market, that's robust, right? I mean, you have easy kind of turnkey development, right? Tapping >>It is right, because there's a robust, uh, economy that's surrounding the APIs that are now available for cloud services. So it's not even just at the starting point of infrastructure, but there's definite higher level services where all the way to software as industry, >>How much growth. And you'll see in those, in that, as that, that valley of wealth and opportunity that will be created from your costs, not only for the companies involved, but the company's customers, they have top line focus. And then the goal of the movement we've seen with analytics is you seeing the CIO kind of with less of a role, more of the CEO wants to the chief data officer wants most of the top line drivers to be app focused. So you seeing a big shift there. >>Yeah. I mean, one of the, one of the real proponents of the cloud is now the fact that there is an ability for a business analyst business users and the business line to make impacts on how decisions are done faster without the infrastructure underpinnings that were needed inside the four walls in our organization. So the decision maker and the buyer effectively has become to your point, the chief analytics officer, the chief marketing officer, right. Less so that the chief information officer of an organization. And so I think that that is accelerating in a tremendous, uh, pace, right? Because even if you look at the statistics that are out there today, the buying power of the CMO is now outstrip the buying power of the CIO, probably by 1.2 to 1.3 X. Right. And that used to be a whole different calculus that was in front of us before. So I would see that, uh, >>The faster, so yeah, so Natalie just kind of picked this out here real time. So you got it, which we all know, right. I went to the it world for a long time service, little catalog. Self-service, you know, Sarah's already architectures whatever you want to call it, evolve in modern era. That's good. But on the business side, there's still a need for this same kind of cataloguing of tooling platform analytics. So do you agree with that? I mean, do you see that kind of happening that way, where there's still some connection, but it's not a complete dependency. That's kind of what we're kind of rethinking real time you see that happen. >>Yeah. I think it's pretty spot on because when you look at what businesses are doing today, they're selecting software that enables them to be more self-reliant the reason why we have been growing as much among business analysts as we have is we deliver self-reliance software and in some way, uh, that's what tablet does. And so the, the winners in this space are going to be the ones that will really help users get to results faster for self-reliance. And that's, that's really what companies like Altrix Stanford today. >>So I want to ask you a follow up on that CMOs CIO discussion. Um, so given that, that, that CMOs are spending a lot more where's the, who owns the data, is that, is we, we talk, well, I don't know if I asked you this before, but do you see the role of a chief data officer emerging? And is that individual, is that individual part of the marketing organization? Is it part of it? Is it a separate parallel role? What are you, >>One of the things I will tell you is that as I've seen chief analytics and chief data officers emerge, and that is a real category entitled real deal of folks that have real responsibilities in the organization, the one place that's not is in it, which is interesting to see, right? Because oftentimes those individuals are reporting straight to the CEO, uh, or they have very close access to line of business owners, general managers, or the heads of marketing, the heads of sales. So I seeing that shift where wherever that chief data officer is, whether that's reporting to CEOs or line of business managers or general managers of, of, you know, large strategic business units, it's not in the information office, it's not in the CEO's, uh, purview anymore. And that, uh, is kind of telling for how people are thinking about their data, right? Data is becoming much more of an asset and a weapon for how companies grow and build their scale less. So about something that we just have to deal with. >>Yeah. And it's clearly emerging that role in certain industry sectors, you know, clearly financial services, government and healthcare, but slowly, but we have been saying that, >>Yeah, it's going to cross the board. Right. And one of the reasons why I wrote the article at the end of last year, I literally titled it. Uh, analytics is eating the world, is this exact idea, right? Because, uh, you have this, this notion that you no longer are locked down with data and infrastructure kind of holding you back, right? This is now much more in the hands of people who are responsible for making better decisions inside their organizations, using data to drive those decisions. And it doesn't matter the size and shape of the data that it's coming in. >>Yeah. Data is like the F the food that just spilled all over it spilled out from the truck and analytics is on the Pac-Man eating out. Sorry. >>Okay. Final question in this segment is, um, summarize big data SV for us this year, from your perspective, knowing what's going on now, what's the big game changer. What should the folks know who are watching and should take note of which they pay attention to? What's the big story here at this moment. >>There's definite swim lanes that are being created as you can see. I mean, and, and now that the bigger distribution providers, particularly on the Hadoop side of the world have started to call out what they all stand for. Right. You can tell that map are, is definitely about creating a fast, slightly proprietary Hadoop distro for enterprise. You can tell that the folks at cloud era are focusing themselves on enterprise scale and really building out that hub for enterprise scale. And you can tell Horton works is basically embedding, enabling an open source for anyone to be able to take advantage of. And certainly, you know, the previous announcements and some of the recent ones give you an indicator of that. So I see the sense swimlanes forming in that layer. And now what is going to happen is that focus and attention is going to move away from how that layer has evolved into what I would think of as advanced analytics, being able to do the visual analysis and blending of information. That's where the next, uh, you know, battle war turf is going to be in particularly, uh, the strata space. So we're, we're really looking forward to that because it basically puts us in a great position as a company and a market leader in particularly advanced analytics to really serve customers in how this new battleground is emerging. >>Well, we really appreciate you taking the time. You're an awesome guest on the queue biopsy. You know, you have a company that you're running and a great team, and you come and share your great knowledge with our fans and an audience. Appreciate it. Uh, what's next for you this year in the company with some of your goals, let's just share that. >>Yeah. We have a few things that are, we mentioned a person inspired coming up in June. There's a big product release. Most of our product team is actually here and we have a release coming up at the beginning of Q2, which is Altryx nine oh. So that has quite a bit involved in it, including expansion of connectivity, uh, being able to go and introduce a fair degree of modeling capability so that the AR based modeling that we do scales out very well with revolution and Cloudera in mind, as well as being able to package into play analytic apps very quickly from those data analysts in mind. So it's, uh, it's a release. That's been almost a year in the works, and we're very much looking forward to a big launch at the beginning of Q2. >>George, thanks so much. You got inspire coming out. A lot of great success as a growing market, valuations are high, and the good news is this is just the beginning, call it mid innings in the industry, but in the customers, I call the top of the first lot of build-out real deployment, real budgets, real deal, big data. It's going to collide with cloud again, and I'm going to start a load, get a lot of innovation all happening right here. Big data SV all the big data Silicon valley coverage here at the cube. I'm Jennifer with Dave Alonzo. We'll be right back with our next guest. After the short break.