>> live from Las Vegas. It's the queue covering del Technologies. World twenty nineteen, brought to you by Del Technologies and its ecosystem partners. >> Okay, welcome back. Everyone's cubes. Live coverage. Day three wrap up of Del Technologies World twenty nineteen Java is Dave a lot. There's too many men on set one. We get set to over there blue set, White said. We got a lot of content. It's been a cube can, in guise of a canon of content firing into the digital sphere. Great gas. We had all the senior executive players Tech athletes. Adele Technology World. Michael Dell, Tom Sweet, Marius Haas, Howard Ally As we've had Pat Kelsey, rco v M were on the key partner in the family. They're of del technology world and we had the clients guys on who do alien where, as well as the laptops and the power machines. Um, we've had the power edge guys on. We talked about Hollywood. It's been a great run, but Dave, it's been ten years Stew. Remember, the first cube event we ever went to was DMC World in Boston. The chowder there he had and that was it wasn't slogan of of the show turning to the private cloud. Yeah, I think that was this Logan cheering to the private cloud that was twenty ten. >> Well, in twenty ten, it was Cloud Cloud Cloud Cloud Cloud twenty nineteen. It's all cloud now. That difference is back then it was like fake cloud and made up cloud and really was no substance to it. We really started to see stew, especially something that we've been talking about for years, which is substantially mimicking the public cloud on Prem. Now I know there are those who would say No, no, no, no, no. And Jessie. Probably in one of those that's not cloud. So there's still that dichotomy is a cloud. >> Well, Dave, if I could jump in on that one of the things that's really interesting is when Veum, where made that partnership with a ws It was the ripple through this ecosystem. Oh, what's that mean for Del you know Veum, wherein Del not working together Well, they set the model and they started rolling out bm where, and they took the learnings that they had. And they're bringing that data center as a service down to the Dell environment. So it's funny I always we always here, you know, eight of us, They're learning from their partners in there listening and everything like that. Well, you know, Dylan Veum where they've been listening, they've been learning to in this, and it brings into a little bit of equilibrium for me, that partnership and right, David, you said, you know that you could be that cloud washing discussion. And today it's, you know, we're talking about stacks that live in eight of us and Google and Microsoft. And now, in, you know, my hosted or service lighter or, you know, my own data center. If that makes sense, >> I mean, if you want to just simplify the high order bit, Dave Cloud. It's simply this Amazon's trying to be enterprised everyone, the enterprise, trying to claw Amazon, right? And so what? The what that basically means is it's all cloud. It's all a distributed computer system. OK, Scott McNealy had it right. The network is the computer. If you look at what's going on here, the traditional enterprise of vendors over decades of business model and technology, you know, had full stack solutions from mainframe many computers to PC the local area networking all cobble together wires it up creates applications, services. All that is completely being decimated by a new way to roll out storage, computing and networking is the same stuff. It's just being configured differently. Throw on massive computer power with Cloud and Moore's Law and Data and A. I U have a changing of the the architecture. But the end of the day the cloud is operating model of distributed computing. If you look at all the theories and pieces of computer science do and networking, all those paradigms are actually playing out in in the clouds. Everything from a IIE. In the eighties and nineties you got distributed networking and computing, but it's all one big computer. And Michael Dell, who was the master of the computer industry building PCs, looks at this. Probably leg. It's one big computer. You got a processor and subsystems. So you know this is what's interesting. Amazon has done that, and if they try to be like the enterprise, like the old way, they could fall into that trap. So if the enterprise stays in the enterprise, they know they're not going out. So I think it's interesting that I see the enterprise trying to like Amazon Amazon trying to get a price. So at the end of the day, whoever could build that system that's scalable the way I think Dell's doing, it's great. I was only scaleable using data for special. So it's a distributed computer. That's all that's going on in the world right now, and it's changing everything. Open source software is there. All that makes it completely different, and it's a huge opportunity. Whoever can crack the code on this, it's in the trillions and trillions of dollars. Total adjustable market >> well, in twenty ten we said that way, noted the gap. There's still a gap between what Amazon could do and what the on Prem guys Khun Dio, we'd argue, is a five years is seven years, maybe ten years, whatever it is. But at the time we said, if you recall, lookit, they got to close the gap. It's got to be good enough for I t to buy into it like we're starting to see that. But my view, it's still not cloud. It doesn't have to scale a cloud, doesn't have the economics cloud. When you peel the onion, it doesn't certainly doesn't have the SAS model and the consumption model of cloud nowhere close yet. Well, and you know, >> here's the drumbeat of innovation that we see from the public cloud. You know where we hit the shot to show this week, the public have allowed providers how many announcements that they probably had. Sure, there was a mega launch of announcements here, but the public lives just that regular cadence of their, you know, Public Cloud. See a CD. We're not quite there yet in this kind of environment, it's still what Amazon would say is. You put this in an environment and it's kind of frozen. Well, it's thought some, and it's now we can get data set. A service consumption model is something we can go. We're shifting in that model. It's easier to update things, but you know, how do I get access to the new features? But we're seeing that blurring of the line. I could start moving services that hybrid nature of the environment. We've talked a few times. We've been digging into that hybrid cloud taxonomy and some of the services to span because it's not public or private. It's now truly that hybrid and multi environment and customers are going to live in. And all of >> the questions Jonah's is good enough to hold serve >> well. I think the reality is is that you go back to twenty ten, the jury in the private cloud and it's enterprises almost ten years to figure out that it's real. And I think in that time frame Amazon is absolutely leveled. Everybody, we call that the tsunami. Microsoft quickly figures out that they got to get Cloud. They come in there, got a fast followers. Second, Google's trying to retool Oracle. I think Mr Bo completely get Ali Baba and IBM in there, so you got the whole cloud game happening. The problem of the enterprises is that there's no growth in terms of old school enterprise other than re consolidate in position for Cloud. My question to you guys is, Is there going to be true? True growth in the classic enterprise business or, well, all this SAS run on clouds. So, yes, if it's multi cloud or even hybrid for the reasons they talk about, that's not a lot of growth compared to what the cloud can offer. So again, I still haven't seen Dave the visibility in my mind that on premises growth is going to be massive compared to cloud. I mean, I think cloud is where Sassen lives. I think that's where the scale lives we have. How much scale can you do with consolidation? We >> are in a prolonged bull market that that started in twenty ten, and it's kind of hunger. In the tenth year of a of a decade of bull market, the enterprise market is cyclical, and it's, you know, at some point you're going to start to see a slowdown cloud. I mean, it's just a tiny little portion of the market is going to continue to gain share cloud can grow in a downturn. The no >> tell Motel pointed out on this, Michael Dell pointed out on the Cubans, as as those lieutenants, the is the consolidation of it is just that is a retooling to be cloud ready operationally. That's where hybrid comes in. So I think that realization has kicked in. But as enterprises aren't like, they're not like Google and Facebook. They're not really that fast, so So they've got to kind of get their act together on premises. That's why I think In the short term, this consolidation and new revitalisation is happening because they're retooling to be cloud ready. That is absolutely happen. But to say that's the massive growth studio >> now looked. It is. Dave pointed out that the way that there is more than the market growth is by gaining market share Share share are areas where Dell and Emcee didn't have large environment. You know, I spent ten years of DMC. I was a networking. I was mostly storage networking, some land connectivity for replication like srd Evan, like today at this show, I talked a lot of the telco people talk to the service of idle talk where the sd whan deny sirrah some of these pieces, they're really starting to do networking. That's the area where that software defined not s the end, but the only in partnership with cos like Big Switch. They're getting into that market, and they have such small market share their that there's huge up uplift to be able to dig into the giant. >> Okay, couple questions. What percent of Dell's ninety one billion today is multi cloud revenue. Great question. Okay, one percent. I mean, very small. Okay. Very small hero. Okay? And is that multi cloud revenue all incremental growth isat going to cannibalize the existing base? These? Well, these are the fundamentals weighs six local market that I'm talking to >> get into this. You led the defense of conversations. We had Tom Speed on the CFO and he nailed us. He said There's multiple levers to shareholder growth. Pay down the debt check. He's got to do that. You love that conversation. Margin expansion. Get the margins up. Use the client business to cover costs. As you said, increased go to market efficiency and leverage. The supply chain that's like their core >> fetrow of cash. And that all >> these. The one thing he said that was mind blowing to me is that no one gets the valuation of how valuable Del Technologies is. They're throwing off close to seven billion dollars in free cash flow free cash flow. Okay, so you can talk margin expansion all you want. That's great, but there got this huge cash flow coming in. You can't go out of business worth winning if you don't run out of cash >> in the market. When the market is good, these guys are it is good a position is anybody, and I would argue better position than anybody. The question on the table that I'm asking is, how long can it last? And if and when the market turns down and markets always cyclical we like again. We're in the tenth year of a bull market. I mean, it's someone >> unprecedented gel can use the war chest of the free cash flow check on these levers that they're talking about here, they're gonna have the leverage to go in during the downturn and then be the cost optimizer for great for customers. So right now, they're gonna be taking their medicine, creating this one common operating environment, which they have an advantage because they have all the puzzle pieces. You A Packer Enterprises doesn't have the gaping holes in the end to end. They can't address us, >> So that is a really good point that you're making now. So then the next question is okay. If and when the downturn turn comes, who's going to take advantage of it, who's going to come out stronger? >> I think Amazon is going to be continued to dominate, and as long as they don't fall into the enterprise trap of trying to be too enterprising, continue to operate their way for enterprises. I think jazz. He's got that covered. I think DEL Technologies is perfectly positioned toe leverage, the cash flow and the thing to do that. I think Cisco's got a great opportunity, and I think that's something that you know. You don't hear a lot of talk about the M where Cisco war happening. But Cisco has a network. They have a developer ecosystem just starting to get revitalized. That's an opportunity. So >> I got thoughts on Cisco, too. But one of things I want to say about Del being able to come out of that stronger. I keep saying I've said this a number of times and asked a lot of questions this week is the PC business is vital for Del. It's almost half the company's revenue. Maybe not quite, but it it's where the company started it. It sucks up a lot of corporate overhead. >> If Hewlett Packard did not spin out HP HP, they would be in the game. I think spinning that out was a huge mistake. I wrote about a publicly took a lot of heat for it, but you know I try to go along with the HPD focus. Del has proven bigger is better. HP has proven that smaller is not as leverage. And if it had the PC that bee have the mojo in gaming had the mojo in the edge, and Dale's got all the leverage to cross pollinate the front end and edge into the back and common cloud operate environment that is going to be an advantage. And that's going to something that will see Well, let me let me >> let me counter what you just said. I agree. You know this this minute. But the autonomy was the big mistake. Once hp autonomy, you know what Meg did was almost a fatal complete. They never should've bought autonomy >> makers. Levi Protector he was. So he was there. >> But she inherited that bag of rocks. And then what you gonna do with it? Okay, so that's why they had to spend out and did create shareholder value. If they had not purchased autonomy, then he would return much better shape, not to split it up. And they would be a much stronger competitor. >> And I share holder Pop. They had a pop on value. People made some cash with long game. I think that >> going toe peon base actually done pretty well for a first year holding a standalone PC company. So, but again, I think Del. With that leverage, assuming pieces, it's going to be really interesting. I don't know much about that market. You were loving that PC conversation, but the whole, you know, the new game or markets and and the new wayto work throwing an edge in there, I don't know is ej PC and edges that >> so the peanut butter. And so the big thing that Michael get the big thing, Michael Dell said on the Cube was We're not a conglomerate were an integrated company. And when you have an integrated company like this, with the tech the tech landscape shifting to their advantage, you have the ability to cross subsidize. So strategy game. Matt Baker was here we'd be talking about OK, I can cross subsidize margin. You've brought it up on the client side. Smaller margins, but it pays a lot of the corporate overhead. Absolutely. Then you got higher margin GMC business was, you know, those margins that's contributing. And so when you have this new configuration. You can cross, subsidize and move and shift, so I think that's a great advantage. I think that's undervalued in the market place. And I think, you know, I think Del stock price is, well, undervalue. Point out the numbers they got VM wear and their question is, What what point is? VM where blink and go All in on del technology stew. Orcas Remember that Gus was gonna partner. You don't think the phone was ringing off the hook in Palo Alto from their parties? What? What's this as your deal? So Vienna. There's gotta be the neutral party. Big problem. The opportunity. >> Well, look, if I'm a traditional historical partner of'Em are, it's not the Azure announcement that has me a little bit concerned because all of them partner with Microsoft to it is how tightly combined. Del and Veum, where are the emcee, always kept them in arms like now they're in the same. It's like Dave. They're blending it. It's like, you know Del, from a market cap standpoint, gets fifty cents on the dollar. VM wears a software company, and they get their multiples. Del is not a software company, but VM where well, people are. Well, if we can win that a little bit, maybe we could get that. >> Marty still Isn't it splendid? No, no, I think the strategy is absolutely right on. You have to go hard with VM wear and use it as a competitive weapon. But, Stuart, your point fifty cents and all, it's actually much worse than that. I mean the numbers. If you take out of'Em, wears the VM wear ownership, you take out the core debt and you look at the market value you're left with, like a billion dollars. Cordell is undervalued. Cordell is worth more than a billion or two billion dollars. Okay, so it's a really cheap way to buy Veum. Where Right that the Tom Sweet nailed this, he said. You know, basically, these company those the streets not used to tech companies having such big debt. But to your point, John, they're throwing off cash. So this company is undervalued, in my view. Now there's some risks associated with that, and that's why the investors of penalizing them for that debt there, penalizing him from Michael's ownership structure. You know, that's what this is, but >> a lack of understanding in my opinion. I think I think you're right. I just think they don't understand. Look at Dale and they think G You don't look a day Ellen Think distributed computing system with software, fill in those gaps and all that extra ten expansion. It's legit. I think they could go after new market opportunities as as a twos to us as the client business. I mean mere trade ins and just that's massive trillions of dollars. It's, I think I think that is huge. But I'm >> a bull. I'm a bull on the value of the company. I know >> guys most important developments. Del technology world. What's the big story that you think is coming out of the show here? >> Well, it's definitely, you know, the VM wear on del I mean, that is the big story, and it's to your point. It's Del basically saying we're going to integrate this. We're going to hard, we're going to go hard and you know Veum wear on Dell is a preferred solution. No doubt that is top for Dell and PacBell Singer said it. Veum wearing eight of us is the first and preferred solution. Those are the two primary vectors. They're going to drive hard and then Oh, yeah, we'Ll listen to customers Whatever else you want Google as you're fine, we're there. But those two vectors, they're going to Dr David >> build on that because we saw the, um we're building out of multi cloud strategy and what we have today is Del is now putting themselves in there as a first class citizen. Before it was like, Oh, we're doing VX rail and Anna sex and, you know, we'LL integrate all these pieces there, but infrastructure, infrastructure, infrastructure now it is. It is multi cloud. We want to see that the big table, >> right, Jeff, Jeff Clarke said, Why are you doing both? Let's just one strategy, one company. It's all one Cash registers that >> saying those heard that before. I think the biggest story to me is something that we've been seeing in the Cuban laud, you know, been Mom. This rant horizontally scaleable operating environment is the land grab and then vertically integrate with data into applications that allow each vertical industry leverage data for the kind of intimate, personalized experiences for user experiences in each industry. With oil and gas public sector, each one has got their own experiences that are unique. Data drives that, but the horizontal and tow an operating model when it's on premises hybrid or multi cloud is a huge land grab. And I think that is a major strategic win for Dell, and I think, as if no one challenges them on this. Dave, if HP doesn't go on, emanate change. If H h p e does not do it em in a complete changeover from strategy and pulling, filling their end to end, I think that going to be really hurting I think there's gonna be a tell sign and we'LL see, See who reacts and challenges Del on this in ten. And I think if they can pull it off without being contested, >> the only thing I would say that the only thing I would say that Jonah's you know, HP, you know very well I mean, they got a lot of loyal customers and is a huge market out there. So it's >> Steve. Look at economic. The economics are shifting in the new world. New use cases, new step function of user experiences. This is this is going to be new user experiences at new economic price points that's a business model. Innovation, loyal customers that's hard to sustain. They'Ll keep some clutching and grabbing, but everyone will move to the better mousetrap in the scenario. So the combination of that stability with software it's just this as a big market. >> So John twenty ten Little Table Back Corner, you know of'em See Dylan Blogger World double set. Beautiful says theatre of present lot of exchange and industry. But the partnership in support of this ecosystem. It's something that helped us along the way. >> You know, when we started doing this, Jeff came on board. The team has been amazing. We have been growing up and getting better every show. Small, incremental improvements here and there has been an amazing production, Amazing team all around us. But the support of the communities do this is has been a co creation project from day one. We love having this conversation's with smart people. Tech athletes make it unique. Make it organic, let the page stuff on on the other literature pieces go well. But here it's about conversations for four and with the community, and I think the community sponsorship has been part of funding mohr of it. You're seeing more cubes soon will be four sets of eight of US four sets of V M World four sets here. Global Partners sets I'm used to What have we missed? >> Yeah, it's phenomenal. You know, we're at a unique time in the industry and honored to be able to help documented with the two of you in the whole team. >> Dave, How it Elias sitting there giving him some kind of a victory lap because we've been doing this for ten years. He's been the one of the co captains of the integration. He says. There's a lot of credit. >> Yeah, Howard has had an amazing career. I I met him like literally decades ago, and he has always taken on the really hard jobs. I mean, that's I think, part of his secret success, because it's like he took on the integration he took on the services business at at AMC U members to when Joe did you say we're a product company? No services company. I was like, Give me services. Take it. >> It's been on the Cube ten years. Dave. He was. He was John away. He was on fire this week. I thought bad. Kelsey was phenomenal. >> Yeah, he's an amazing guest. Tom Tom Suite, You know, very strong moments. >> What's your favorite Cuban? I'LL never forget. Joe Tucci had my little camera out film and Joe Tucci, Anna. One of the sessions is some commentary in the hallway. >> Well, that was twenty ten, one of twenty eleven, I think one of my favorite twenty ten moments I go back to the first time we did. The cue was when you asked Joe Tucci, you know why a storage sexy. Remember that? >> A He never came on >> again. Ah, but that was a mean. If you're right, that was a cube mean all for the next couple of years. Remember, Tom Georges, we have because I'm not touching. That was >> so remember when we were critical of hybrid clouds like twenty, twelve, twenty, thirteen I go, Pat is a hybrid cloud, a halfway house to the final destination of public loud. He goes to a halfway house, three interviews. This was like the whole crowd was like, what just happened? Still favorite moment. >> Oh, gosh is a mean so money here, John. As you said, just such a community, love. You know, the people that we've had on for ten years and then, you know, took us, you know, three or four years to before we had Michael Dell on. Now he's a regular on our program with luminaries we've had on, you know, but yeah, I mean, twenty ten, you know, it's actually my last week working for him. See? So, Dave, thanks for popping me out. It's been a fun ride, and yeah, I mean, it's amazing to be able to talk to this whole community. >> Favorite moment was when we were at eighty bucks our first show. We're like, We still like hell on this. James Hamilton, Andy Jazzy Come on up, Very small show. Now it's a monster, David The Cube has had some good luck. Well, we've been on the right waves, and a lot of a lot of companies have sold their companies. Been part of Q comes when public Unicorns New Channel came on early on. No one understood that company. >> What I'm thrilled about to Jonah's were now a decade, and we're documenting a lot of the big waves. One of one of the most memorable moments for me was when you called me up. That said, Hey, we're doing a dupe world in New York. I got on a plane and went out. I landed in, like, two. Thirty in the morning. You met me. We did to dupe World. Nobody knew what to do was back then it became, like, the hottest thing going. Now nobody talks about her dupe. So we're seeing these waves and the Cube was able to document them. It's really >> a pleasure. The Cube can and we got the Cube studios sooner with cubes Stories with Cube Network too. Cue all the time, guys. Thanks. It's been a pleasure doing business with you here. Del Technologies shot out the letter. Chuck on the team. Sonia. Gabe. Everyone else, Guys. Great job. Excellent set. Good show. Closing down. Del Technologies rose two cubes coverage. Thanks for watching

>> Oh, from our studios in the heart of Silicon Valley. Palo ALTO, California.  This is a Cube Conversation. >> Hello Everyone. Welcome to this special cube conversation. I'm Childfree, host of The Cube, cofounder of Silicon Angle Media Inc and the Cube. We're here with Andy Cunningham, who is the president and founder of Cunning in collective and also the author of the book. Get to ah ha! Bestseller on line four categories on Amazon E book. Great book. I recommend all Andy. Welcome to the Cube. Great to see you. >> Hey, it's great to be here. Good to see you. You're a thought >> leader. Just what you've been. You've seen many ways of innovation. You've done so much in your career. >> Big, minimal experience. And >> we were all old here. We've no ageism issues here. It's silken angle, but But you've done so much on DH communications and PR. PR is part of communications. You've you've seen it all. You've done it all. And now you're helping cos I've got a great book out, which I recommend everyone should get getting toe really kind of breaks down thirty five years of experience into one book. That you had a talk about the book on your firm for stuff about Connie and collected quick pleasure. >> So Cunningham  >> Collective is a small marketing consultancy that focuses on positioning, which in my opinion, is the epicenter of marketing. If you dont position yourself well for success, you're never going to achieve success. So the >> book is >> about a framework for figuring out how to position yourself. And it's a framework I developed probably around seventeen years ago. But I've been using it over the last seventy years with clients, and I find that it's super successful, especially with technology companies, and because it's an actual step by step sort of framework. So the book tells you how to do it. And then there were six case studies at the back of the book that >> show >> Positioning in action. >> I want to get a book at some specific questions on the positioning, but I want to get your take on because you've seen many waves around PR public relations, which is corporate communications and communications in general. Over the years, where are we now? Because you're seeing you know, the media business change face. What's on the front page? Of all the news these days around how they sucked all the data in and fake news. All these things are happening Cos still need to get the word out. You know, New Channel's new realities take us through how you see the evolution of what the old way is in the new way are of communications. >> So PR was >> actually invented by a guy in the nineteen twenties named Eddie Bernays. And Eddie Bernays actually figured out that if you created a stunt like situation, you could get the journalist to cover it. He was very strategic about it. It sounds, sounds kind of, you know, loopy. But he was very strategic about it, and he actually invented the concept that he actually went to the phrase public relations, and he was modeling it after propaganda. That was the that was where he came up with that phrase. So it was like that for quite a long time until we got into an era of what I would call influence her marketing, you know, now we call it influencer marketing. But back in the you know when when there was a lot of investigative journalism going on, it was really just about who's who are the influencers that you need to influence in order to get them to say what you want them to say about your company or your product. So that was what my old boss, Regis McKenna called that, he said. She said, Journalism, if you're going to launch something into the marketplace, you need to get all the he said. And the she says to say what you want them to say before you actually say it yourself, because the journalists are gonna go back to those people and they're going to corroborate your story or not. So the idea was influenced the influencers. And then you can get your story that lasted for about probably thirty years, that era. Now we're in an era, then I call it's the era of content, marketing. And really, what happens today is you almost don't even need the journalists at all, because first of all, there aren't very many of them left. And second of all, there are so many channels available to ourselves as as communicators that if you build a digital footprint that has a great story and it that is compelling and consistent, and you keep saying the same key messages over and over again, you can build yourself a digital footprint that actually becomes starts to take over the word of mouth that we talked about earlier because we're the mouth is really what it's all about. But word of mouth hap and today because from results from a giant digital footprint about your story. >> I remember back in business school back in the day in the nineties when I got my MBA advertising class would break down. You need to copy strategy because, you know, reach media, print ads and radio really was the old school media and frequency was was a certain first radio print. You have time to read it so all the specs get laid out. Reaches reach, Right? So you broadcast cable or TV? The impression >> yeah, kind of digital brings >> everything kind of weaves it all together, but you mentioned frequency. Why is frequencies so important? Because is that because of the targeting, is that because there's not a lot of reaches more specialized? >> Well, it's still it's still the same reason. >> So there's a thing called the marketing rule of seven, and that means that a person needs to hear your message seven times before it. It seeps into their brain, and they actually either decide to do something about it or not do something about it. But that's what creates awareness seven times. So that still is true today as it was before. But now it's so much easier because now you don't have to buy ads to do it. You don't even have to pay a PR person to do it. You just fill your own social channels, your own website, your own blog's your own vlogs, your own video. You just fill up your own personal channels, however many there that you have with your own story. And then once it's out there as a digital footprint, then it's time to start talking to the journalism community, which is smaller than it used to be. But those who are left are pretty good. The Washington Post is pretty good. The New York Times is pretty good. So you call up the guy at The New York Times and you pitched him on your story, and instead of trying to spend a bunch of time pitching him, you just refer him back to someone of your channels. He Googles that he gets online, and he sees, Oh, my God, there's a giant story here because you've built the story. So you have so much more controlled today. We have so much more control over our stories. >> So the way to pitch, then based on what you're saying is to have the raw materials out there so they can make their story >> exactly. Put it together. We put it >> out there, and then the journalists just find it. It's like an Easter egg hunt. Look under that tree >> there. Well, here's a clip >> of an expert that's talking about something you might be interested in. This is the new model. Have the assets. Well, actually, we we love that came in what we do. But I want to get that to the book and the years of experience you have on this. But before we do that, I got to ask you when I was watching the Steve Jobs movie. You know, you're on the stage and you're part of that. >> You must get, well, an actress actress once you get your >> role. You were very instrumental, hectic days, people who know Steve and know the apple days. What >> did you >> learn from that? That's in the book from the Apple days. And how does and what has changed from the apple days. Now is there some things that are similar to the world's changed. But what are some of the key those key Learnings that that those magical moments. >> So my biggest >> key learning was ice. We spent about six months? Was Steve working on the messaging for the launch of the Macintosh, and we got it down to a Siri's of what I would I now call means that were just very, very. The computer for the rest of us was one of them, right? Everybody remembers that one small footprint was another one nobody remembers. Any more easy to use was another one. There was a Siri's of these things to explain the Macintosh. We then went through a process of educating one hundred journalists about about that and pumping them with those key messages at every juncture. Then we go to De Anza College and we did the big launch. We said those messages again and was a bunch of TV people around and everybody you know, everybody reported on it and I'm driving home in the car. After the show was over with, I turn on the radio and there's the messages that I had written, coming back at me over and over and again and change the station. Same thing over and over again. The Macintosh was launched today, and this is what everyone is saying. The same thing is, it was it gave me chills. It was like, Wow, this really works. And that lesson that I learned with Steve is the same lesson Eddie Bernays learned a hundred years ago. Its the same lesson Regis McKenna learned with influencing the influencers. And it's the same lesson people can learn today. You just you just get too. You get, too, ah ha! With a slightly different strategy. And today it's about building a big digital footprint before you ever talk to anybody. >> And I think this is key to the book of one of the things that you mentioned earlier. That's clearly in the book, and this is a lesson for the folks. Watching on and learn from this is that positioning is critical. Before the branding, the knee jerk reaction from most people. A new person Let's re branded system New Low goes out there. You're taking it a contrarian view on >> the sea >> or race on experience and success. Position first brand later or had second thoughts on that Wise wise is so important, specific successes you had. But what other reasons are important? >> Well, I got I learned this because >> the first part of my career I would I would get called in after somebody had already hired a branding firm and they re branded everything, Got a new new logo. New tagline, new color palette, all of this stuff and a few bits of copy that were really sexy and interesting. But they were finding it wasn't sticking. It wasn't making a difference in their in their sales, because, really, at the end of the day, we're all here to sell stuff, right? So I would come in and I would realize, Oh my God, you did all this first you didn't figure out your positioning strategy. Like what? Who are you in the market? And why do you matter? Those two questions are the two most important questions anybody can ask themselves. Is a market or a CEO? Who are you and why do you matter if you can't answer those questions? Doing a branding exercise is a waste of money. >> Talk about >> the conflict involved when you work for the client or when you have to get to this moment. This Ahamo sometimes is not a parent, sometimes is pretty clear. Sometimes you might think you're one, but you're really another. There's always maybe opinions about what, what people are in terms of a company internally amongst executives or the stakeholders. >> Yeah, how do you How do you figure it out? Is heroic >> golden rule or what's your What's your Tell them how to get to that moment of that self reflection >> is sure that sort of that's actually >> the key point of the book. It's it's based positioning. Really good positioning should be based on what your DNA as a company is, and the book tells you how to determine what is your DNA. But the the end of the day. They're three kinds of companies. There are product focus cos I happen to call them mechanics. There are customer focus, cos I call them mothers, and they're our concept, Focus Cos I call them missionaries. And interestingly, each of these types of companies do things entirely differently. They talk about different things and meetings. They hire different kinds of people. They train them differently. They measure success differently. They market themselves differently. There's actually, the DNA is reflected in there actions. So when I'm sitting around a workshop with a client, we have to determine Are they a mother? Are they a missionary or are there mechanic before we can actually figure out how to create marketing around them? So that's the biggest thing is there's some people over here. So we're a product company. These peoples, they know we're trying to change the world. And these people say, No, no, no, we're all about the customer and the discussion that you have around that is actually the where the ah ha moment comes When you decide okay, we really are a customer focus company doesn't mean the other two things go away. They just take a back seat to the marketing. So everybody has to agree that that's what they're going to move forward with. And that's what makes it. It's so much fun. It's like it's like doing and Myers Briggs test for a company. You know, everybody loves that, right? Oh, I'm in I n t j M e. And whatever the >> letters it was, I'm not that I'm really something else, >> but there's always confident. But >> you >> also mentioned the book that people can change, too. So you start out as something. Maybe a missionary evolve based upon the business changed. Talk about that, >> Yeah. So let's talk about Apple >> for a second cause that's the company that definitely was a missionary, and missionaries exist to change behavior on a fundamental level. And that was what Steve Jobs was all about, right? So when >> he was >> running the company even before he was running it, but he was a big influence, or there he basically was a missionary company. He was trying to change behavior, and that's what the Macintosh was all about. But after he passed away, he left the assets of the company in the hands of Tim Cook, who, by the way, is an amazing, amazing caretaker of those assets. I mean, he's grown them. He's turned them into it, turned the company into one of the world's most valuable companies. But unfortunately, he's not a missionary, and what he has done is he has kind of tried to keep the missionary thing going. But he hasn't been successful doing that. So what's happened is the market is turning Apple into a product focus company, and the leadership is not steering the company that direction they are trailing, so it's happening to ample, in other words. So you're going to start to see Apple focus more on Warren product over the years, which they which they have been. But they're starting to have some product issues, and I think that's the result of them, not it's tearing the company directly into this, >> finding that DNA and get filling the young count or hiring people toe >> exactly. Exactly. >> Just on that same point. Amazon is a company that is doing this to the market. So Amazon started as a product company, and now they've steered their steering themselves purposefully into a customer focus company. And if you go online and check out their new mission statement, it's to be Earth's most customer centric company. And this is the reason Jeff Bezos bought Zappos a number of years ago Wasn't because Jeff couldn't figure out how to sell shoes online. Of course he could. It was because he was buying that customer centric culture, So he's purposefully steering the company into the customer direction so >> you can change your DNA, >> but it ain't easy. >> I've any Jesse. Many times become a good friend on the Cube as well. He's the word customer so many times we can see the frequency, but they've been talking customer for a long time. So you say they were product company >> with his Amazon. Amazon lands >> on Web services. The missionary and a product focus because I think product would be. I think it's safe once >> I think early, early, early >> on meaning they started this customer transition probably five, six years ago, so but they were very much early on a product company, I think in bases his head. They were actually a missionary. But he never he never would go out and say that. What did he say about Amazon? Were online bookseller and oh, by the way, books are going so well now we're going to do music, and now we're going to, you know. And then >> it's product. >> It took about its product. It was product product product until he decided that he was going to eat the universe one bite at a time. And so, in order to be successful with that, he has to have a customer he feels he has to have customer relationships that are going to stick with him over the course of a lifetime. >> So you know a little about the Cube. What's the Cube? What are we? >> I think you're a missionary. I mean, you're trying to change >> behavior on a fundamental level, and, you know it's, um it's amazing what you've done. You know, we had this great conversation beforehand, and I learned about all the new things you're working on, and it's groundbreaking, groundbreaking stuff. >> Okay, Final question on the book is the funniest. Our craziest reaction you've had to it, either someone emailing You owe our ceremonial because it's pretty inspiring. You break it down free simply. But it's really a core fundamental practice. And I've read a lot of marketing books in my day. A lot of you know, these office come out. Process improvement. This is cuts to the chase. It's >> really thank you. Thank you. What's the big waves >> you heard or crazy? >> Well, I this is This is the >> most recent thing I can think of. I I ended up becoming number number one on Amazon's e book thing and four categories, just like two weeks ago, and I got Mohr social media coverage on that than >> anything else in my entire life with the most amazing >> thing that I've ever seen in all these. Congratulations. And, you >> know, they're they're categories. >> Not like this. Not like your New York Times best seller. It's like you're the best multi marketing, you know, book here, The best small business marketing book, those kinds of things. And it just was just blew up. It went viral. >> That's how it was all online. What made you write the book was That was the moment. When was the ah ha moment for you saying, You know what? I got to put the book together. Was it something that you had in mind? That you get this data collecting of institutional knowledge of the trade? When was the ah, ha moment for you to write the book? >> Well, I this framework that I developed here has been working for me really successfully for, like, seventeen years. And I just decided that wow, other people should know how to do this. You know, because when we charge when we hired when that when we hire when someone hires us, it's like one hundred fifty thousand dollars worth of worth of work to do what we do, they could do it for twenty two ninety nine or whatever the heck >> this thing costs these days. And you could occasionally you get a book out there to get an audio book as well. So s so I really wanted >> to spread the word about this framework in this methodology, cause I really believe that my, my inside my core of myself, that the epicentre of great marketing is positioning. And if you don't get that right, you will never succeed with any of the rest of it. So do >> the great folks. You have a great track record. I've seen personal your sex success of up close perambulations on that. Let's talk about cos now I want to get backto successful companies. He's a lot of conversation. I'd build a rocket ship. So you we live in Silicon Valley. There are rocket >> ships that there are, >> you know, go big or go home. Blitz Scaling his Reid, Hoffman would say, I endorse that one hundred percent think there's use cases clearly for blitz scaling. Other people have been throwing him under the bus saying that culture is not what we want and build a still stable business. And so the debate aside, there's two types of companies there's the Okay, I'm going to build this company. I might not know when they're when the growth's gonna be there. And then there's the big venture back category changer rocket ships. Can you talk about the success criteria in your mind of both companies around positioning approaches, things that you've seen in the past that work well, >> I think companies that understand who they are and why they matter are the ones that succeed. And it's also important that they have a good leader, a good, strong leader. But if you don't know who you are and why you matter, you can't build a new category. You can't even launch a new product. So I, >> you know, take a look at some of the companies that have done that. Well, Netflix has done that extremely well, right? Airbnb has done that extreme slack has done that really well. Microsoft is doing it really well again, right? They went through a downtime, and now you know their new CEO, Satya Nadella, is doing an unbelievable job with positioning. There's so much a product company, and he's not trying to make them into a customer. Companies trying to double down on the product so and Netflix is a is a missionary company there change behaviour on a fundamental >> of Microsoft's a great example because I think that's something into anything radical. In the product side, they looked at the tailwind of Cloud computing an A I and said, Let's throw the sails up there and let's let's get around behind it >> and grand source. >> And then they branded it. So they positioned themselves as a Claude company, and then they branded it. As as you're so >>On the tail winds concept of trends, Pat Gelsinger said that if you're not out in front of that next wave, you could be driftwood. Riding the waves are certainly a big part of jumping on a successful or tail wind some call it how important that have that positioning time to something that's trendy or something. >> Oh, that's a great question, because it's because the context in which you are actually putting something into the market is critical. So you have to really understand what are the waves that you want to ride and can ride. And don't try to be riding a wave that passed five years ago. Or that hasn't shown up yet. You might think there's a wave coming. That's the biggest danger of a lot of these high tech start ups is that they see a vision of something way down the line, and there's no way for them to ride today. And they launched their technology. But too early >> and to your point. If they don't have the positioning right, they won't be able to ride it. You >> know what they want. They won't be able to ride it. So if they if if they did a proper positioning exercise before that, they would realize that they're context in which they're doing this is not right for what they're saying. So have to pivot a little bit. These is where pivots come from, right? We have to pivot a little bit to make yourself relevant for the market today, and that's an important thing. >> Andy. Final question for the folks watching saying, I love the book. I'm gonna get it might have helped might need help and saying I need to call Andy and the team or figure it out. What are some of the tell signs that they're not getting it right or what? If some things when they need to call for help and howto people moved to the next level, some people might say, Hey, you know, we need help. We can't get concensus. The leader might not be strong enough to be a leadership transition. Could be a new wave that people have identified. Yeah. What? This is a tough challenge of self awareness. What is that? Some of the tell signs And how does >> > somebody actually make the change? It is a tough, and most CEOs are not into it enough of themselves to know to know those things. So what happens is they launch it and then they don't get traction. So the biggest reason why people call me is they're not getting traction. Now, the really the really smart ones do more analysis, like what you're talking about. Oh, there's something has changed in the context. So I better shift this or, you know, a competitors come up with something that sounds awful on awful lot like ours. Maybe we better get ahead of that. But that takes a really strategic CEO. And there are some of those out there, But not everyone is >> okay. So great book here. Getting toe, huh? Everyone great. It's a good thing I read. It. Came out the day. Volante. He's reading it. Thanks for coming out. Spend the time, John communications. Final word on the communications world. What's the message to folks out there? See, M O's out there and head of communications. What's the future look like for them? What should they do? Going forward to be successful? >> Well, the future of marketing is is really figuring out how to make word of mouth, you know, explode word of mouth, because that's why people buy things. You know, you told me I should check out this product or my book. He said, You told your friends I should check out the books, So he does. So it's all about word of mouth and starts with building a big digital footprint yourself and then going to the peak to the press side. >> Andy cutting him here in Palo Alto Studios. I'm John for with Keep conversations. Thanks for watching

>> Announcer: Live from Las Vegas, it's theCUBE. Covering AWS re:Invent 2017. Presented by AWS, Intel, and our ecosystem of partners. >> Hello and welcome to day three of exclusive CUBE coverage here at Las Vegas for live coverage of AWS re:Invent 2017. This is theCUBE's fifth year covering AWS re:Invent, and what a transformation it's been. Rocket ship growth. They got the tiger by the tail Full speed ahead. They're not looking in the rearview mirror. This is the mojo of Amazon Web Services. They're kicking ass and taking names, as we say here in theCUBE. But really, they're changing the game. A lot of game changing announcements, architectural rehab for engineering. Reimagining the future is really what they want, and they're trying to be everything to everyone. And, of course, that's always hard to do. I'm John Furrier with Stu Miniman on our kick off of day three. Breaking down Werner Vogel's keynote as well as kind of a review of what's been going on for the past few days. There is a lot of signal here. There's almost a noise around the signal meaning there is so much good content that it's really hard to get a hold of Stu. Great to kick it off day three. Rested. Didn't go out late last night. Went to bed by 10. I know you stayed out to three in the morning, but... >> Hoping my voice can hold out for another day in Vegas. John, good to see you, and I'm really excited. 3,951 announcements since the first re:Invent. We're going to go through every one of them. No, no, no. Werner Vogel. It was interesting because he's like, Oh, we've been told ahead of time, it's not going to be announcement heavy. Of course, there's some really awesome announcements. I hate we sound like fanboys sometimes, but you know, Alexa for business, the serverless marketplace. Some really good segments from Netflix, they were just talking about iRobot. Somebody who I had on theCUBE earlier this year. But Werner really kind of stepping back. Some people are like, what is this, a kinda computer science 101? But no, here's how you architect the future. Here's how Amazon's going to fit everything from how voice is going to be a major interface to a theme that I've really liked we've been covering for a number of years. The digital future is not robots taking over the world, but how do I take people and technology, put them together to really create that explosive future? 'Cause even the things like machine learning, the things that I've been talking to the people who are really in this environment is how are we going to train the people that are gonna put these things together? It's not just something that runs off by itself. >> And we had Sanjay Poonen who is the CEO, COO of VM Ware. Not CEO, that's Pat Gelsinger. But he kind of pointed out something that I wanna bring up here, which is Andy Jassy and the team at Amazon are highly competent, and they're executing. But, Stu, they're not just executing on the technical prowess, they're kicking ass on the technology. Certainly, I want to have a longer conversation with you about that. But they're really hitting some real high notes on societal change. So, if you look at what Amazon enables both at the startup level and the business transformation, even in the public sector with Teresa Carlson, who we'll have on later, they're enabling a new way to reimagine how to solve problems that never could be solved before. Two, they're kind of on the right vectors, and it's causing some competitive ripples. Just today in the news, you can see stories out there in the Wall Street Journal and other places where Apple is part of Stamford University to solve heart disease with the iWatch. Google's folding nest back into the hardware division as pressure because their playbook's not working because Amazon's kicking their ass on Alexa and you got Siri. So, Google's fumbling on that point. They're trying to figure it out. So, you're seeing the forces start to line up in this new era of competing on value, competing on software, competing on community and open source. Amazon has the right formula. If they keep this up, Microsoft and Google will not be able to catch them. And that is so obvious. So, until Amazon makes a misfire, which they have not yet, they experiment, but their solid track record, we're gonna call it as we see it. But calling balls and strikes right now on the cloud game, there is not even a close second place. >> Yes, so John, I've been searching for a word. We used to talk about a platform that you built or the marketplace or the ecosystem that we have around here. Amazon is enabling new things. The new AWS marketplace enabling anyone really to go in there, really could do for cloud and technology what Amazon.com helped do for retail and business. You know, I say, look, not every single one of the features that Amazon had is leaps and bounds ahead of what a Google or Microsoft has. I know you've done lots of reporting on the machine learning and everything happening, even Facebook and the like, going in there. But Amazon absolutely is in a class by itself and it's still, in our fifth year coming here, they impress and they continue to keep us-- >> Stu, let's dissect the competition. Let's lay it all out. To me, the top three are no doubt Amazon and then, way distance second place, Microsoft, and then, third on technology and then kind of, clustered like a bunch of Nascar clusters all trying to figure out what to do, is Oracle, IBM, and everybody else. >> Hold on, you didn't mention Google. You didn't mention Alibaba. >> I mean, sorry, Google would be third, Alibaba would be fourth. But their US presence, they're number four by sheer China volume, but Amazon's business in China's growing. They just cut a deal with China so we're gonna see that play out, we'll see. But Alibaba is a force to be reckoned with, as well as Tencent and Baidu and all those other platforms. But here's the deal, you can't be a pure play anymore. Look at Google, the search engine business, they're milking that cow dry, but the thing is that the business is shifting. So, I think Google, of all the competitors, probably has the best chance to accelerate because I think innovation has to be at the heart of that accelerated leadership position. Two, culture. The culture of solving not just tech problems, Stu. And this is where Amazon, no one's really unpacked this, is that if you look at Intel, for instance, they always have great tech, and they always do good things. Amazon is kind of doing the same thing. They're solving societal problems, but they're kicking ass on the business front. Google has that DNA. It's just not organized into the machinery. >> Yeah, I mean, John, we know Google has amazing technology, really good talent. We think Google spanner, oh my God, that's amazing. The thing we say is there's things that Google comes out with, and it's like, Wow, this is really cool. I really need to think about a while how can I do it. As opposed to most of the announcements you hear. In the sessions, people are like, Oh my God, I can't believe Amazon did this. I can immediately take this. I can change the way I'm doing something. I can increase my Codility. I can make my, how I just do my entire business different, better. >> Yeah, and so, Stu, I bring up the Alibaba comment. I wanna bring that back in because one of the things that Amazon's doing that Alibaba is kinda copying, I won't say copying, but emulating, is this notion of craftsmanship. If you look at the past 10 years the programmer culture, the Y Combinator, the Agile, lean, start-up kind of mindset, you look at a loss in craft in software development. Software development used to be a craft. You build software. We had to keep alumni benched from Apple, I talked about, you build a shrink-wrapped product, you ship it, you QA it, you ship it, but you don't know it's going to run. But in the Agile, you're shipping, you're shipping, and shipping, it kind of takes the craft and the artisan out of it. Yeah, US could be cool. But I think now you're going to start to see a swing-back, and whoever, whichever cloud can bring that artisan kind of craft, and blend the open source kind of community model, to me, will be the winning formula. Because that will change the game on these new use cases, the new user expectations, the new user experiences. >> And John, that's exactly what Werner was talking about in his keynote, is this is how we're architecting into the future, you know, everybody needs to be thinking about security. One of the critiques I saw is like, oh, well, you need to think about, you know, everything up and down the stack. It's like, you know, everybody needs to be the unicorn full-stack developer, you know, understand security, be on top of serverless, do all this, well, look, that's asking a lot as to, you know, not everybody's going to be able to do everything. Amazon might be everything is everything, but, you know, we need to be able to understand, you know, how do we take the vast majority of enterprises out there and move them along? I love, Keith Townsend and I did an interview with Chris Wolf from VMware, here at the show, and Keith said, you know, VMware used to move, you know, the speed of the CIO. Amazon's moving way faster than the CIO, you know, how do we help the enterprises move faster, and it's tough. I've talked, every customer I talk to is -- >> Well, we heard, we heard, we heard Intel saying they're moving faster than Intel. So, I mean, Intel has to get in these reference architectures, so, with FPGNAs and these new technologies, they have to accelerate and keep pace. But I think the Werner Vogels keynote here is kind of historic, and you brought this up before we came on, was that he was not going to do a lot of announcements. Although he did launch Alexa for business, and the Lambda Service is all in on that area, he kind of did a throwback to five years ago, or six years ago when he did his first keynote here, when he talked about the new architecture and reimagining it. But he took a modern version of what he was talking about then, and I think that highlights the Amazon greatness, but also their challenge. The one thing I'd be critical of Amazon is, well, two things, one is, I mentioned yesterday, Andy Jassy shouldn't be putting Gardener slides in a new guard presentation, because they're old guard. But that's one thing. What they're doing with the sales motion, it's hard. They have to convince customers and show them the new way. So what Werner painted the picture of is this is how we're thinking. This is how you should be thinking with customers. You have to reimagine what was traditional architecture, and think about it in a completely different way, which will change ultimately software methodologies, the life cycle of Agile, and hopefully bring in some, you know, value-oriented craftsmanship and artisan. >> Yeah, John, you know, this reminds me of many of the waves that we've seen throughout our careers. The customers, when they get in this ecosystem and they really start using it, they get religion. And, you know, number one advice I hear from a lot of the companies I talk to say, talking to your peers, what would you say? Say, get on it faster, and really just dive in. It's like, yeah, yeah, you start with one application. But get off the old stuff as fast as you can. Get on this, because there's, when you have access to all of these services, it just transforms your business. You can get, you know, these changes in these services, into more pieces of the organization, you know, John, we haven't brought up, you know, does IT matter? What's the role of IT in this versus the business lines and the developers? IT radically changing. Amazon looking to change that model. >> They are. I mean, there's no doubt. This show is kind of the final exclamation point on the fact that not only was it a collision course, it has absolutely happened. IT and Amazon have come together in a massive collision, and there's going to be carnage, too. There's going to be people, Lying on the side of the road. >> So, question for you. I've heard there's some people that like, this is the industry's biggest infrastructure show. And I'm an infrastructure guy by background, but I take, I don't think, this is not an infrastructure show. This is, you know, really about business. You know, absolutely, there's technology. Somebody I love, they said, you know, CES, this is now EES. This is the enterprise version of what's happening in technology. >> Well, I mean, we're going to have Teresa Carlson on. It's, you know, it's all digital, right, I mean, it's a digital culture, because their public sector business is booming. It's not just the enterprise. They nailed the start-up. They nailed the ElastiCLOUD, check. Tom Siebel pointed it out yesterday. And what they're nailing now with IT is they're becoming the lever, the catalyst for IT transformation at price points and functionality never seen before, and it's mind-boggling. Google's gotta re-organize, because they can't compete with Alexa. Alright, so things of that nature. So then you have the public sector, your government, and then global, regional, China, Europe, huge issues. So they're winning. And to me, this is a huge new thing. And why rant on the Gardener slide that Jessy puts up is, Amazon is the new guard, and they're putting up old guard metrics. So Stu, this is not an infrastructure as a service magic quadrant, so, the question we share, is what are the new guard metrics? My opinion, no one's developed it yet. So how would you define a modern metric for who's winning and who's losing? Because if you say number of customers, Oracle has a lot of customers, IBM's got a lot of customers. >> So John, Amazon's leading the vanguard in helping customers through digital transformation. I don't know how to measure that yet, but absolutely they're the ones that are doing this. It's not a product-centric. It's about the mindset and how we build things. I've really loved this week talking about, you know, how real is serverless? And like, well, really, Lambda's getting embedded everywhere. It's not about, you know, a product, and oh, hey, you're only going to pay for it by the microsecond, and it's 90% cheaper, no, no, no. It's about the triggers and the APIs and just integrating into the way I can build things faster, you know, yes, I can really get benefit out of microservices. That serverless application repository that Werner talked about, I mean, it's, we got really excited when we got for containers, like the Docker Hub, we had in virtualization, we had the same way, we could get kind of standard images out there. Serverless application repository's going to do the same thing for serverless. You know, is there a lock-in from AWS Lambda, how much is there going to be standards that come in? The CNCF next week is going to be digging into those. >> Is there a cost reduction? Or is it a cost increase? These are questions. >> Yeah. >> Alright, so final question for you. I know we've gotta move on to our full day here, but Stu, you, you know, you study it, you do the hallway conversations, you're at all the influencer events, how do you connect the dots between Andy Jassy's keynote and Werner's, where is the dots connecting? What is jumping out at you? Obviously Lambda, but what are the highlights, from your perspective, that you see just jumping out that Amazon's connecting and trying to present? >> Yeah, so, we always used to say it was like, you know, okay, is day one developer and day two enterprise? We're starting to see those lines blur. As the enterprise, we are still early in kind of the massive adoption there, but that's where it's coming together. There's, you know, lots of excitement, but, you know, as we talked about the continuum, now we had bare metal, we have instances, we have containers, we have serverless. And the enterprise is starting throughout that. I know there's a Sumo Logic report you've been quoting, and we've been-- >> And it came on yesterday. >> Absolutely. So good data there. New Relic had some good reports digging into this. So the wave, change is happening faster than ever. And, you know, Amazon is the lead horse driving this change throughout the industry. >> And don't forget Intel. Intel's just minding their business just watching all these compute requests come in. I mean, as more compute comes out, Intel just is a rising tide, and you know, they're a big boat in the harbor there. >> Absolutely. >> Alright, I'm John Furrier and Stu Miniman breaking down day three of theCUBE, day three here we've actually started on Sunday night at midnight. A lot of great action, a lot of great analysis, of course, check out our new Twitch channel, so, twitch.tv/siliconangle, twitch.tv/thecube, two new channels, or one rebooted channel, one new channel. And of course thecube.net. We're on Ustream, we're on YouTube. But check out our Twitch and join our community if you're a gamer. Back with more live coverage here, live in Las Vegas, for AWS re:Invent after the short break.