Nicole Johnson, Head of Social Impact & Sustainability | The Path To Sustainable IT
>>Hi everyone. Welcome to this special event, pure Storage, the Path to Sustainable it. I'm your host, Lisa Martin. Very pleased to be joined by Nicole Johnson, the head of Social Impact and Sustainability at Pure Storage. Nicole, welcome to the >>Cube. Thanks for having me, Lisa. >>Sustainability is such an important topic to talk about, and I understand that Pure just announced a report today about sustainability. What can you tell me what nuggets are in this report? >>Well, actually quite a few really interesting nuggets, at least for us. And I, I think probably for you and your viewers as well. So we actually commissioned about a thousand sustainability leaders across the globe to understand, you know, what are their sustainability goals, what are they working on, and what are the impacts of buying decisions, particularly around infrastructure when it comes to sustainable goals. I think one of the things that was really interesting for us was the fact that around the world we did not see a significant variation in terms of sustainability being a top priority. You've, I'm sure you've heard about the energy crisis that's happening across Europe. And so, you know, there was some thought that perhaps that might play into AMEA being a larger, you know, having sustainability goals that were more significant. But we actually did not find that we found sustainability to be really important no matter where the respondents were located. >>So, very interesting at pure sustainability is really at the heart of what we do and has been since our founding. It's interesting because we set out to make storage really simple, but it turns out really simple, is also really sustainable and the products and services that we bring to our customers have really powerful outcomes when it comes to decreasing their, their own carbon footprints. And so, you know, we often hear from customers that we've actually really helped them to significantly improve their storage performance, but also allow them to save on space power and cooling costs and, and their footprint. So really significant findings. One example of that is a company called Cengage, which is a global education technology company. They recently shared with us that they have actually been able to reduce their overall storage footprint by 80% while doubling to tripling the performance of their storage systems. So it's really critical for, for companies who are thinking about their sustainability goals, to consider the dynamic between their sustainability program and their IT teams who are making these buying decisions. >>Right? Those two teams need to be really inextricably linked these days. You talked about the fact that there was really consistency across the regions in terms of sustainability being of high priority for organizations. You had a great customer story that you shared that showed significant impact can be made there by bringing the sustainability both together with it. But I'm wondering why are we seeing that so much of the vendor selection process still isn't revolving around sustainability or it's overlooked? What are some of the things that you see despite so many people saying sustainability huge priority? >>Well, in this survey, the most commonly cited challenge was really around the fact that there was a lack of management buy-in. 40% of respondents told us this was the top roadblock. So getting, I think getting that out of the way. And then we also just heard that sustainability teams were not brought into tech purchasing processes until after it's already rolling, right? So they're not even looped in. And that, that being said, you know, we know that it has been identified as one of the key departments to supporting a company's sustainability goals. So we, we really want to ensure that these two teams are talking more to each other. When we look even closer at the data from the respondents, we see some really positive correlations. We see that 65% of respondents reported that they're on track to meet their sustainability goals, and that it, of those 65%, it is significantly engaged with reporting data for those sustainability initiatives. We saw that, that for those who did report, the sustainability is a top priority for vendor selection. They were twice as likely to be on track with their goals and their sustainability directors said that they were getting involved at the beginning of the tech purchasing program. Our process, I'm sorry, rather than towards the end. And so, you know, we know that to curb the impact of climate crisis, we really need to embrace sustainability from a cross-functional viewpoint. >>Definitely has to be cross-functional. So, so strong correlations there in the report that organizations that had closer alignment between the sustainability folks and the IT folks were farther along in their sustainability program development, execution, et cetera, those CO was correlations, were they a surprise? >>Not entirely. You know, when we look at some of the statistics that come from the, you know, places like the World Economic Forum, they say that digitization generated 4% of greenhouse gas emissions in 2020. So, and that, you know, that's now almost three years ago, digital data only accelerates and by 2025, we expect that number could be almost double. And so we know that that communication and that correlation is gonna be really important because data centers are taking up such a huge footprint of when companies are looking at their emissions. And it's, I mean, quite frankly, a really interesting opportunity for it to be a trailblazer in the sustainability journey. And, you know, perhaps people that are in IT haven't thought about how they can make an impact in this area, but there really is some incredible ways to help us work on cutting carbon emissions, both from your company's perspective and from the world's perspective, right? >>Like we are, we're all doing this because it's something that we know we have to do to drive down climate change. So I think when you, when you think about how to be a trailblazer, how to do things differently, how to differentiate your own department, it's a really interesting connection that IT and sustainability work together. I would also say, you know, I'll just note that of the respondents to the survey we were discussing, we do over half of those respondents expect to see closer alignment between the organization's IT and sustainability teams as they move forward. >>And that's really a tip the, to those organizations embracing cultural change. That's always hard to do, but for those two, for sustainability and IT to come together as part of really the overall ethos of an organization, that's huge. And it's great to see the data demonstrating that, that those, that alignment, that close alignment is really on its way to helping organizations across industries make a big impact. And wanna dig in a little bit to peers, ESG goals. What can you share with us about >>That? Absolutely. So as I mentioned, peers kind of at the beginning of our formal ESG journey, but really has been working on the, on the sustainability front for a long time. I would, I, it's funny as we're, as we're doing a lot of this work and, and kind of building our own profile around this, we're coming back to some of the things that we have done in the past that consumers weren't necessarily interested in then, but are now because the world has changed, becoming more and more invested in. So that's exciting. So we did a baseline scope one, two, and three analysis and discovered, interestingly enough that 70% of our emissions comes from use of sold products. So our customers work running our products in their data centers. So we know that we, we've made some ambitious goals around our Scope one and two emissions, which is our own office, our utilities, you know, those, they only account for 6% of our emissions. So we know that to really address the issue of climate change, we need to work on the use of sold products. So we've also made a, a really ambitious commitment to decrease our carbon emissions by 66% per bed per petabyte by 2030 in our products. So decreasing our own carbon footprint, but also affecting our customers as well. And we've also committed to a science based target initiative and our road mapping how to achieve the ambitious goals set out in the Paris agreement. >>That's fantastic. It sounds like you really dialed in on where is the biggest opportunity for us as peer storage to make the biggest impact across our organization, across our customers' organizations. There lofty goals that pure set, but knowing what I know about Pure, you guys are probably well on track to, to accomplish those goals in record time. >>I hope So. >>Talk a little bit about advice that you would give to viewers who might be at the very beginning of their sustainability journey and really wondering what are the core elements besides it, sustainability, team alignment that I need to bring into this program to make it actually successful? >>Yeah, so I think, you know, understanding that you don't have to pick between really powerful technology and sustainable technology. There are opportunities to get both and not just in storage, right in, in your entire IT port portfolio. We know that, you know, we're in a place in the world where we have to look at things from the bigger picture. We have to solve new challenges and we have to approach business a little bit differently. So adopting solutions and services that are environmentally efficient can actually help to scale and deliver more effective and efficient IT solutions over time. So I think that that's something that we need to, to really remind ourselves, right? We have to go about business a little bit differently and that's okay. We also know that data centers utilize an incredible amount of, of energy and, and carbon. And so everything that we can do to drive that down is going to address the sustainability goals for us individually as well as, again, drive down that climate change. So we, we need to get out of the mindset that data centers are, are about reliability, your cost, et cetera. And really think about efficiency and carbon footprint when you're making those business decisions. I'll also say that, you know, the earlier that we can get sustainability teams into the conversation, the more impactful your business decisions are going to be and helping you to guide sustainable decision making. >>So shifting sustainability and it left almost together really shows that the correlation between those folks getting together in the beginning with intention, the report shows and the successes that peers had, demonstrate that that's very impactful for organizations to actually be able to implement even the cultural change that's needed for sustainability programs to be successful. My last question for you goes back to that report. You mentioned in there that the data show a lot of organizations are hampered by management buy-in, where sustainability is concerned. How can pure help its customers navigate around those barriers so that they get that management buy and they understand that the value in it for >>Them? Yeah, so I mean, I think that for me, my advice is always to speak to hearts and minds, right? And help the management to understand, first of all, the impact right on climate change. So I think that's the kind of hearts piece on the mind piece. I think it's addressing the sustainability goals that these companies have set for themselves and helping management understand how to, you know, how their IT buying decisions can actually really help them to reach these goals. We also, you know, we always run kind of TCOs for customers to understand what is the actual cost of, of the equipment. And so, you know, especially if you're in a, in a location in which energy costs are rising, I mean, I think we're seeing that around the world right now with inflation. Better understanding your energy costs can really help your management to understand the, again, the bigger picture and what that total cost is gonna be. Often we see, you know, that maybe the, the person who's buying the IT equipment isn't the same person who's purchasing, who's paying the, the electricity bills, right? And so sometimes even those two teams aren't talking. And there's a great opportunity there, I think, to just to just, you know, look at it from a more high level lens to better understand what total cost of ownership is. >>That's a great point. Great advice. Nicole. Thank you so much for joining me on the program today, talking about the new report that on sustainability that Pure put out some really compelling nuggets in there, but really also some great successes that you've already achieved internally on your own ESG goals and what you're helping customers to achieve in terms of driving down their carbon footprint and emissions. We so appreciate your insights and your thoughts. >>Thank you, Lisa. It's been great speaking with you. >>Pleasure speaking with you as well. We wanna thank you so much for watching. This is Pure Storage, the path to sustainable it. I'm Lisa Martin, we'll see you next time.
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Very pleased to be joined by Nicole Johnson, the head of Social What can you tell me what nuggets are in this report? And so, you know, there was some thought that perhaps that might play into AMEA And so, you know, we often hear from customers that What are some of the things that you see despite so many people saying sustainability And so, you know, we know that to curb the that had closer alignment between the sustainability folks and the IT folks were farther along So, and that, you know, that's now almost three years ago, digital data only you know, I'll just note that of the respondents to the And it's great to see the data demonstrating that, our Scope one and two emissions, which is our own office, our utilities, you know, those, but knowing what I know about Pure, you guys are probably well on track to, to accomplish those goals And so everything that we can do to actually be able to implement even the cultural change that's needed for sustainability programs to I think, to just to just, you know, look at it from a more high level lens to Thank you so much for joining me on the program today, This is Pure Storage, the path to sustainable
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Nicole Parafita, AWS | Women in Tech: International Women's Day
(upbeat music) >> Lisa Martin: Hi, everyone. Welcome to The Cube's coverage of women in tech International Women's Day 2022. I'm your host, Lisa Martin. Nicole Parafita joins me next: head of communications, people and culture at AWS Latin America. Nicole, it's great to have you on the program. >> Nicole: Thank you for having me. It's a pleasure. >> Tell me a little bit about your role as head of communications, people and culture. >> Super. So my role is very, very new. I've started in this role like two months ago, so really, really new. And as you said I lead the communications, people and culture team, which is dedicated to understanding people's needs, fostering leadership development, increasing diversity and inclusion, enabling employee recognition, and of course mitigating burnout, which is something we're seeing all across the world due to working from home and all of that. So it's a huge, huge task. And of course it is aligned to Amazon's 15 leadership principle which is striving to be Earth's best employer. So huge challenge. >> Lisa: So tell me a little- so this is a brand new role as you said, just a couple of months. Was the pandemic a factor? And you mentioned burnout. I mean, that's one of the things that I think we've all been struggling with. Was that an influence in creating the role that you're in? >> So there are many many things that led to creating this organization. I think that the first one is this new leadership principle which is striving to be Earth's best employer. There's - people is our top priority and we want to work with them and for them so that we generate engaging content, training materials and we work on enabling them, right? So the first one is striving to be Earth's best employer and that alignment. The second is the priority that our VP in Latin America gives its people. It's the key differentiator that we have at AWS: our culture and it's people and how our people live the culture. And the third thing would be the fact that we're growing, we're growing so fast. We're hiring so many people in the last year so, and we need to make sure we keep this day one culture alive and strong. So yes, we need to make sure that all these people that were hired since March 2020 and never set foot in a physical office, in an AWS physical office live the leadership principles, understand them deeply and can apply all these mechanisms from our culture in their day to day basis. Those are the key three things that led to the creation of this org. >> So you mentioned the leadership principles striving to be Earth's best employer. How does that, how is that connected to International Women's Day and what you're doing in terms of really bringing diversity and equality and inclusion into AWS LATAM? >> I love this question. I think, as I said before, culture and people is our top priority. We're learning a lot. We, this new leadership principle which is striving to be Earth's best employer acknowledges that we're not the best, but that we're working very hard to become Earth's best employer. And all the efforts that we're doing are related to feedback, right? We're listening a lot to our, what our employees are saying and what the market is saying to build the best employee experience we can for everybody. And first of all, I'd say that our culture and our mission is to become, or to be, the most customer-centric company in the world. And for that, we need to be super diverse and inclusive. We need to get as many backgrounds and life experiences we can so that we can invent in the name of our customers. So building this diverse team really helps our business but also, as Jeff Bezos says, "it's the right thing to do." It's what we need to do. So what do we mean when we talk about inclusion, diversity and equity? I think it's good to define these three things, these key pillars of our culture. The first one is inclusion, which about belonging, right? It's about giving the physical- the psychological, sorry, safety to people so that they feel represented. This is super important for us. How do we make people feel comfortable where they work at? And some examples of this that I wanted to share with you. First of all, there's a mechanism that we use internally at AWS, that it's called Connections. Connections is a daily live feedback tool. So at AWS, we don't believe in having an annual survey for listening to employees, to what employees have to say. We believe in having real time feedback and this tool is that, exactly that. So every day I would turn on my computer and I would see a question from this Connection system. And one of the things that we're tracking is, the team I'm on helps me feel included at work. So we would say yes, no, or different options that we give the employees. And we would track how they feel. And according to that data we would implement different initiatives. So we're working on real time feedback from the team so that we can act fast and help the team feel better, right? The other thing that I would would say about belonging is that in AWS we have 13 affinity groups. We have 90,000 Amazonians across hundreds of chapters around the world who work towards different initiatives. One of them, for example, if it's Women at Amazon, Women at Amazon is a huge organization within Amazon with more than 80 chapters worldwide. And the objective of this affinity group is attracting, developing, and retaining women in both tech and non-tech roles across all Amazon business. As an example of the kind of initiatives that they drive, we can talk about Break the Bias. I'm not sure if you heard about this, but it's a huge initiative. It's a webinar that we will be hosting in Latin America on International Women Day on the 8th of March and we will have women sharing amazing stories. We will have, for example, Marta Ferero. Marta Ferero is the founder of a startup, a Colombian startup, called Ubits, which is like the Netflix of corporate training in her own words, among others. And we will also have recruiting specialists that will give advice on how to give and accept in our careers. So those are the kind of initiatives that we're trying to do to attract and retain and develop talent. This is more like an attracting talent thing because it's an open webinar that we have that. Yeah. >> Go ahead. >> So that's about inclusion, which is belonging and how do we make people belong to certain groups within Amazon? The second thing is about diversity which is feeling, it's about feeling represented, right? And it's not about only gender. It can be about race. It can be about ethnicity, sexual orientation, age. We want everyone to feel represented. But now, if we're talking about International Women's Day let me talk a little bit about female representation. And I am very proud to share that we finished 2021 with 18% of female representation in the leadership team in the LATAM leadership team, which means people reporting to the LATAM VP, the vice president, Jaime. And we started 2022 with 35% female representation which is a huge improvement from one year to the other. So that are the numbers, right? But it's not just about numbers. It's the fact that these women that are now part of the leadership team have been given very important tasks. And as my boss always says, "don't tell me about your strategy. Tell me about where you're putting your resources and I'll tell you what your strategy is." And I love the fact that he picked very amazing women to lead very important missions within LATAM. For example, let me just give you an example, Carolina Pina, who joined us from the public sector team is leading this massive training organization. And like the name implies, this organization focuses on generating talent at a huge scale. And this is, I don't know, one of the most long term oriented tasks that we have, and it has a huge impact on Latin America, not only AWS business, but on Latin America. It's focused on really transforming our region into something different so that people can have a better quality of life. So those are the things that really amaze me. We've been given very important tasks, like this one, to really move forward in terms of cloud transformation and the transformation of the countries we operate in, which is amazing, I think. >> It is amazing. >> The last - >> Go ahead. >> The last topic, I'm sorry, I'm speaking too much, but just to close. The last thing that I want to say is equity, which is one of the key things that we have in our culture and equity is about fairness. It's about generating or giving the same amount of opportunities to everybody. The fact that we're massively training people in Latin America is about fairness about generating the skills. And the other thing that we're doing that is super important is that we're changing our interview process so that we make sure we have diverse, a diverse set of interviewers participating in the processes, right? So that people feel represented from the moment they start their journey with AWS with the first phone screen, right? So those things for me are really transformative and talk about what we're trying to do. And of course it has an impact on gender, but it also has an impact on a broader scale from a diversity, equity and inclusion perspective which I think talks about the humanity of AWS. It's not just about the technology it's about transforming people's lives and helping Latin America, or the countries we operate in, to be better, right? For the good. >> Right. That's a great focus. Is that kind of a shift in AWS' culture in terms of really focusing on diversity? Or is that something that's really kind of been there from the beginning? >> So I think it's been here from the beginning, but now, for example, in Latin America, we're growing a lot. So we have more resources that we can allocate to really focus on this initiative. So aligning to these new leadership principal that was launched in July, or published in July, we always were very committed to diversity, equity and inclusion, but now we have more resources so that we can double down on this huge bet. And I feel very proud about that. >> Lisa: Tell me a little bit about, in the few remaining minutes that we have, I'm curious about your background. Were you always interested in tech or STEM? Was that something that you gravitated towards from when you were young, or was it something that you got into a little bit later? >> So my background is communications. I studied advertising, so no. I'm not a science or engineer-focused person, but from at early age I started working in tech companies, so I learned a lot. I had the chance to live in different countries like Mexico or the UK or the US where I always had the chance to interact with many amazing men and women that were focused on technology. So, no, I'm not a technology expert but I've always been related to people who know a lot about this. And I learned a lot in that process. And, you know, I've always seen like this, I don't how to explain, but this initiative or this will to make everyone feel comfortable where they work. I've seen this at AWS. And as I said before, we started the interview I'm eight months pregnant at this point. I'm about to take a five month leave which is a lot more than what the law gives me in Argentina, for example, where I'm located. So those are the kind of things that really make me feel comfortable where I work with and really proud of where I work with. And I want everybody to have the chance to get this type of job so that they can feel the way I feel, right? And I'm talking about men, women, people with disabilities, and many other type of affinity people, right? >> Right. It's so important to be able to have that comfort because your productivity is better, your performance is better, and ultimately the company benefits as those employees feel comfortable in the environment in which they're working and that they have the freedoms to be curious. Talk to me a little bit about some of the things, you mentioned the stat of 2020 to - 2021, excuse me, to 2022, almost doubling the number of women. >> Yep. >> Talk to me about some of the things that you're looking forward to as 2022 progresses. >> Wow, I'm the, you know, every time we have a performance review at AWS you get asked this question, what are you most excited about? Right. And this year I was excited about so many things that the list, I mean I didn't have enough characters to write about that. I think we are always trying to just confirm our beliefs at AWS. And this is the, what I like the most about working here. AWS or Amazon really values people who are curious, are always learning, and always trying to listen to other opinions. And this is key for our culture. I'm very excited about the fact that we're putting, we're turning on mechanisms to have even more feedback than we used to have, not just from customers and partners, but also from our employees. So the fact that we're having real time feedback will really make us better as an organization and always with this day-one culture in mind, which is very fast, right? We're making decisions very fast. We're very dynamic, we're learning on the go. We fail, sometimes. We fail, but we learn very fast. We fail fast. We used to say that we learn, we fail fast. And failure is part of our culture of innovation. So we're learning, we're failing, at some point we're implementing changes. And it's like a very interesting flywheel, right. Of growth. And it's very fast. So my job is very dynamic and I'm very excited about this. I'm hiring a team. I have a team of four people. I already hired two people and I need one more. So I'm very excited about that. I'm very excited to see what our employees are capable of. I mean, they're always inventing on behalf of our customers and partners. And it's always amazing to see the results from the year end, right. You get to tell stories from customers and partners that you never imagined you were going to tell. So I'm very excited about all those things. >> Lisa: Excellent. Well, good luck with the baby. Thank you so much for sharing. What your role is doing and how it's really helping to drive that diversity and inclusion and equity within Amazon. It's such an important cultural element and it's exciting to hear this strategic focus that AWS has. Nicole, we appreciate your time. >> Thank you very much, Lisa, for having me. >> My pleasure. For Nicole Parafita, I'm Lisa Martin. You're watching women in tech International Women's Day, 2022. (upbeat music)
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Nicole, it's great to Nicole: Thank you for having me. Tell me a little bit about your role I lead the communications, I mean, that's one of the things and how our people live the culture. striving to be Earth's best employer. And the objective of this affinity group So that are the numbers, right? And the other thing that we're from the beginning? so that we can double in the few remaining minutes that we have, I had the chance to live and that they have the Talk to me about some of the things So the fact that we're and it's exciting to hear this Thank you very much, You're watching women in tech
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Nicole Forsgren, DevOps Research & Assessment | PagerDuty Summit 2017
>> Hey, welcome back here everybody. It's Jeff Frick here with theCUBE. We're at PagerDuty Summit. It's in San Francisco at Pier 27. It's a new facility, we've never been here. It's pretty unique. It's right between the Bay bridge and Pier 39. Beautiful day out on the water and it's all about DevOps here at PagerDuty. And I'm going to tease Jen later if people even know what a pager is at this town. So we are excited to have Nicole Forsgren She's a founder at CEO and chief scientist of DevOps research and assessment. I had to read it, it's a big mouthful but it goes buy DORA for sure. Nicole, welcome to see you. Good to see you. >> Thanks so much. It's good to be here. >> Alright so you are the DevOps expert. You got a really interesting past. Did some research on the LinkedIn profile industry. Academe industry, Academe and now you're out helping people. >> Yes, bounce around a bit. It's all about the pivot right? >> Absolutely. >> Out here doing DevOps. >> Absolutely, absolutely so you do an annual report on the state of DevOps. So where are we? DevOps has been being talked about for a long, long time. How much is reality? How far are we on this journey? What are you seeing? >> Right so it's really interesting you point that out right, because for years everyone's been like DevOps. What is it? Does it matter? And so DORA and by the way, DORA is myself. Jess Humble, Jame Kim. We just brought on Sue Chow. But the core founders, we've partnered up with the team at Puppet, and for the last several years. We've put out the state of DevOps report. To kind of help define at least from a research standpoint and from our standpoint. What it is? What are the key contributors to really drive value and does it drive value? It's for years and I'll talk about this later this afternoon on my closing keynote. For years and when I say years, I mean decades of academic rigorous, pure review research. Technology didn't matter. Like it didn't matter at all. It just never delivered value to organizations. But then we started seeing patterns and really interesting patterns and companies saying no. We're seeing results, we're delivering value. We're delivering outcomes. Core essential outcomes for end users and customers in the business. And so we got together and say okay, let's really take a look at this in a really important way. >> Right, now how far we've come right. 'Cause now most companies are technology companies. They just happen to warp their technology around a particular product or a particular service. >> Yeah, exactly. >> And now most leading the technology in terms of a vehicle to drive value and to drive transformation. So DevOps is also very wrapped up in this whole concept of digital transformation. That's all anybody wants to talk about. It's in every earnings call, so how closely are the two related and how do you see, 'cause DevOps got a little bit more history in terms of the buzz of transformation. Are people applying DevOps concept beyond strictly development and operations? >> So, there's a lot to unpack there. So like you said, it's really, really involved. Although it has some kind of a buzz word, right? Some people love it, some people embrace it, some people never want to hear it. So it's really all about what's important to the company in delivering value. But it's core is really about taking important methodologies and practices to deliver value and it's about using technology and automation, in conjunction with core values and practices and processes that we've adopted from the lane and agile movements. >> Jeff: Right, right. And having a really good healthy culture that's about more than just DevOps. Right like you said. DevOps, QA, Info Sec. The business marrying all of that, pulling all of it together, working in conjunction in the right kind of ways to deliver value. To deliver key outcomes to help us pivot, move fast, learn, have fast feedback. So that we can do what we need to do for the company, for the business, because like you said, it's so many companies right now, really are technology organizations that happened to be wrapped around in some particular industry. >> Jeff: Right, right. >> Capital One is a financial institution. Really they are a technology organization that happens to do finance and deliver finance really, really well for their customers. So many other companies are doing retail but it's driven by technology. Right or they do insurance and it's driven by technology or they're a healthcare organizations that really can't do what they do unless they have technology to really drive it. >> Right, right. The financials institutions are interesting because if you talk to like my kids. If they've ever been inside of an actual bank and then and how often do they go to the atm? So not even atm, so the way that people more and more interact with the company is through digital mediums. >> Right. >> But I'm curious to get you're input on the big question that we always ask people is how do I get started. Right, what is the easy paths to success? How do I get some early success so I can build on that success? What's interesting is you have a very unique approach to solve that question as oppose to what I think or based on what I'm really good at, I think we should start here. >> Yes, we really do-- >> Do you guys have different-- >> And this is really why DORA exist and this is what we do. So myself Jess Humble, Jean Kim. This explains the genesis of DORA. So we have a couple different things so the mission of DORA is to help companies get better through science and proven methods. Ans so we have a couple of different things we do. The first is that state of DevOps report that we put together at Puppet. And those are all open sourced and so if you want some ideas of what really statistically drives improvement, go find those. They're open source, they're totally free. We've tried so many resources because we don't want companies to fail. We've all lived through that awful dot com mess. We've seen companies fail. Go find those resources. Now your question though, where should I start? If I'm a company, what should I do? We've all go into conferences myself, Jean, Jess and we've had companies come up and say well where should I start? And the answer is always, it depends. The answer is always it depends because I can't tell you absent context, absent data, absent information. If I don't know about someone's detail information. I can't tell you and so what we also have is we offer an assessment where I can collect data from the doers. Right there's this fantastic report from Forester. It's called the dangerous disconnect and that's such a great title because if you ask executives. They drastically over estimate technology and DevOps maturity in organizations. So you shouldn't be, I mean I love-- >> Over estimate. >> Of course they do. I mean because we need to be really, really optimistic about where our organizations are going. >> Right, right. >> Those are our roles as executives. And so that's appropriate but in certain conditions that's appropriate. But where it's not appropriate is when you're setting detail strategy for your organizations. And so what we do is we offer an assessment where using these strong scientifically based measure that we have prepared and refined over now, four years of rigorous academic research. We can go with a 15 minute survey, collect data from everyone in organization that like I said are the doers. DevOps, TestOps, QA, InfoSec including vendors, contractors, consultants to people that are in the weeds every single day. I can measure you. I can benchmark you against the industry. I've got over 23,000 data points around the world. All industries, all company sizes. And then, where should they start? I can algorithmically tell you what your bottle neck is, what your constraint is. Where you should start to accelerate your performance. >> Based on my data? >> Based on your data. >> Based on your algorithms and based on your population data from this huge data set >> Yes, and with the companies that we're working with right now, they're seeing amazing results. They're calling it out-sized results. So a really great example we have was with Capital One. They did the assessment across over a dozen lines of business. And by focusing on two core capabilities out of over 20. We focus them on the right two capabilities. They saw a 20X improvement in deploy frequency in only two months with zero increase in internet. >> 20% improvement-- >> 20X >> 20X? >> 20X >> In two months. >> 20 times. >> Wow. >> So it's that ability to measure consistently see visibility throughout that software engineering life cycle. So we also had feedback from customer like Verizon. That that visibility, that consistency of measurement was also a really huge value add. >> Jeff: Right, right. >> Measurements hard. >> Well it's interesting, I saw some of your videos and some of your prior key notes and stuff and talking about, everyone says data is in the world. But the data without context, the data without the right algorithms, and you talk about a bunch data dirty things and data problems. Data itself is not the new oil. So I wanted to get to your report 'cause that's kind of your bench mark. That's your big stake in the ground. So how are we've been doing it? What do you do different than other things that are out there? Besides the fact that it's open source which I'll ask you about as a follow up. What makes your research special? >> So why is our report different from any other reports out there? I think there's a couple things. The piece that makes me the proudest is that, the state of DevOps report is so different because it's academically rigorous. It's a true research report and I love that the team has been so loving and so patient with me. Because when I started working with the rest of the group four years ago, I stepped in and I said. This is what I want to do. These are my ideas. I was still a professor at the time, so as you mentioned, I was industry and then academia and I'm now in industry again. But I stepped in and I said, I think there's this really, really fantastic opportunity to take a look of what's going on but we have to measure this in really rigorous ways. And by doing that, it allows us to look at predictive relationships, which is interesting because it let's us say. If we focus on core capabilities, they will predict organization's ability to develop and deliver quality software with speed and stability. Which will in turn drive improvements in organizational performance. Profitability, productivity, market share. Effectiveness, efficiency delivering mission and organizational goals. Notice I'm saying predict and drive. I'm not saying correlate, which is really interesting. And so in these years of research, we've been able to identify core capabilities that drive improvement. So it allows organizations to understand what's important to invest in. It's not just this worked for my team. This worked for that team. Hey, I think this is what I'm going to try because as someone fond of joking. Anecdote is nice but the plural of anecdote isn't anecdata. (laughing) Right, and that was my frustration when I was in tech and before and when I was in consulting. If you want to try a thing and you want to apply it but it's really hard if I only have one or two or three or five maybe even 10 stories. We need so much data to really understand what will likely work for teams and for industries as a whole. And like I said, God bless the team, because I came in and I was really rigorous and I would say that doesn't work, we can't measure that. That doesn't work here and sometimes I'd come back and I'd say that doesn't hold. The stats don't hold and they say, "But it has to." "I know it worked here and I know it worked here." And I'm like, but it's not, we have no evidence to support that. The stats don't hold. This doesn't work. We can't say that and we're like hey, we'll have to try it again next year. Not try it again next year but we have to find a different way to measure it. We have to have a different hypothesis to test. But then we also find really amazing things like I said a couple times, it predicts a team's ability to develop and deliver code with speed and stability. Speed and stability. We found four years ago speed and stability go together. For years, we didn't know that was the case or we thought that in order to get stability, you had to slow down. It doesn't show up anywhere in the data. No where, high performers get both. >> So do the executives, do they realize the leader that having better internal thought for development has an impact on their business relative to saving a few bucks on parts or spending a few more bucks on marketing? As a real driver of value as oppose to it's just always internal apps that we have to build for whatever reason. >> They're starting to get there. And so what we're starting to do is we're really focusing heavily on delivering code with speed and stability. And then, we're saying okay, imagine if you could deliver with speed and stability here. What could you do with delivering features? How does that help you get to market faster? How does that help you beat your competitors? How does it allow you to respond to complaints and regulatory changes? And so that's really what helps us drive and then another way that we are a little different from other reports that are out there. Other industry reports are also very helpful but they are very different. So I don't say things like 27% of the industry is using configuration management. Other report say that and that is interesting. I don't report on percentage of the industry that's doing something. >> Right, right. >> But those other reports can not say what is predictive of improvement. So we are the prediction. Occasionally, I'll report correlations if I don't have the statistics to go as strong as-- >> And what moves it from correlation to prediction is the strength of the algorithms? >> No, it's the strength of the research design. >> The strength of the research design upfront? >> Yep, up front. >> Before you feed it in. >> Upfront and-- >> 'Cause really, you're knocking them at research. >> Yes. >> Rigor. >> Yep. >> That's the underpinning of the whole thing. >> And much more data has been published in academic periodicals, so we are still actively doing research. >> And I would imagine that the annual report is really an ongoing, longitudinal study across a whole lot of the same companies over and over and over, year in, year out. So you get them-- >> So it's open every year. >> As well. >> Yep. >> Awesome, alright Nicole. Well that is fascinating and everyone should go to DORA and get the free research. And then if they want to bring you guys in, and you offer custom services to help the particular company execute and do better. >> Yes, absolutely. So you can go to DevOps-research.com to find all of our research and anything else you want to find out about engaging with us or anything like that. >> Nicole Forsgren. She's DORA the explorer. She'll help you out with your DevOps. I'm Jeff Frick, you're watching theCUBE from PagerDuty Summit. Thanks for watching. (uptempo techno music)
SUMMARY :
So we are excited to have Nicole Forsgren It's good to be here. Alright so you are the DevOps expert. It's all about the pivot right? Absolutely, absolutely so you do an annual report and customers in the business. They just happen to warp their technology and how do you see, So like you said, it's really, really involved. So that we can do what we need to do for the company, that really can't do what they do So not even atm, so the way that people more that we always ask people is how do I get started. and so if you want some ideas of what really statistically I mean because we need to be really, really optimistic I can algorithmically tell you what your bottle neck is, So a really great example we have was with Capital One. So it's that ability to measure consistently and talking about, everyone says data is in the world. and I love that the team has been so loving it's just always internal apps that we have to build How does that help you beat your competitors? if I don't have the statistics to go as strong as-- so we are still actively doing research. So you get them-- and you offer custom services to help the particular and anything else you want to find out about engaging with us She'll help you out with your DevOps.
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Nicole Tate & Van Tran | ServiceNow Knowledge15
live from Las Vegas Nevada it's the kue covering knowledge 15 brought to you by service now welcome back to knowledge 15 everybody I'm Dave vellante and we're here this is the cube and we've been unpacking the experience that is service now knowledge knowledge 15 with this our third knowledge we did 13 14 and now 15 we're very excited to be here Nicole Tate and van Tran are here the two consultants in the IT service management space happen to be focused on health care right now but they got a lot of experience couple IT practitioners folks welcome to the cube it's great to see you so to call uh let me start with you so your first knowledge or you've been to a couple knowledge shows her so I started back in New Orleans with such okay no it's true yeah all right right so wow you've seen the transformation of knowledge along with the evolution of service now when you what do you think about this one so I'm amazed you know the first knowledge i attended I remember being overwhelmed I hadn't even implemented my first phase and so I'm sitting in these sessions and I'm just like wow these people are rockstars look at all these cool things that they're doing and I came back very energized very revived and started on my own journey after that and now I'm seeing some of these same people coming up and being their own rock stars and kind of watching the conference grow it's really impressive so if you go back van you know a few years ago so the IT and still in many organizations is of the whipping child of the organization but we've really seen a transformation in that role for particularly the clients that are the customers that are here maybe you could talk about that in your own experience yeah I started with service now back probably in 2007 and so back then it was something that was shown as something is an easy platform that you can easily configure and through the growth of service now you know it's become more complicated and clients have had more requirements so then we've seen more dedicated roles to this profession and a lot of resources are needed to be successful in the complication that we have today especially in the health care industry so it's it's it's going getting more complicated and they'll be need to be more people involved to make it successful so you both are relatively new to healthcare right it's turn over the last 12 months or so or less casing the call but you've got a lot of experience you're consulting with different organizations you know around and what's different about health care Nicole what are your first impressions so I think health care has been one of these things that's very complicated and rightfully so it's it's people's health you know it's their lives but with recent legislation and recent things that are coming down health care is being forced to be more of a product more of a service right and as the cost per patient Rises and you're getting less back from insurance right you have to get creative and there's going to have to be some disruption in this industry I'm and I see service now as a platform that will be able to streamline a lot of these complex processes put some automation behind it and really reduce some costs so you think it'll reduce our bills I hope so so van let's talk about your experiences with with service now he said started in 2007 did I hear right that's when I first he's dead okay how did that all come about it's it's still fairly new at that time so when when our our service desk was replacing a tool it was just something that you brought in and then I worked at the helpdesk at that time so I was in charge of just sort of configured to replace our old tool at that time and so and since then I've just kind of did a little fudging here and there and but as I went through my career I've had more dedicated part in service now and so now I'm a full-time developer and so I'm just doing it a lot lot more now and Nicole you were saying off-camera that your experience is you were one of the first to go beyond IT maybe you could tell us about that yeah so and when I came to the New Orleans conference I was just worried about it's an IT tool and as I was sitting there listening to some of the sessions and some of the use cases I thought you know there's there's something unique here we could we can take this really far so I came back and I did a really aggressive roadmap and I showed my boss and he says you're trying to do everything in six months and I said fine give me 12 and he says okay good luck whatever go do whatever you need to do and I met with HR facilities accounts payable engineering and then we rolled out 15 business apps in 18 months vicious very it was really nice because we had everybody using the same platform and once you get everybody using the same platform then you can automate your enterprise processes so this stuff that you know everybody has a piece of that before you have to take outside of a workflow you'd have to go door knocking and say hey it's your turn to do your part now we just you know hit the now button right it just goes everybody just got an automated task to do their keys they would do that these you go to the next piece we were able to bring a lot of products to market very fast for that house we're breaking ice new ground how did you go about succeeding there just take us through kind of the steps that he took yeah um initially HR came to me and says you know we do what you do and I send our IT you don't do what we do and he says no absolutely we have these we have incidents and she do no you don't you know you ok let's now really have a conversation and he's any starts to walk me through he says yeah you know you didn't get paid what would you think that was that was and I'm like oh it's a really big incident and he said yeah exactly so I need something that I can have as a portal for employees to come through and get services from HR and I was like that makes a lot of sense you know let's go ahead and do this so we did a proof of concept where we got everybody in the room and did an 8-hour jam session and we came out of that with actually a really good app it took three weeks to roll it out because we had to do change management and some training to the field but time to market it was literally four weeks and we had an enterprise HR you know case automation piece to it so it's really cool what was it ok but there was no app creator back then right now so how did that all work so it was me i just right clicked and created an app into the table and prayed that i did it right youryour coder by background I'm not I'm definitely from the business side of the house so I did the the proof of concept and then I had a developer come in and do some of the security and some of the more complex logic that was needed to support something like HR but there's a lot of sensitive sensitivity to data and things like that van you're a you a developer by right background or no I come the service that side so that's why what your service now developer and now my service not developer so you guys are the low coders or no coders as they say how did you get into being a developer service now well starting at the service desk you know at that time I just took calls and wrote up incidents and I moved into the application space and I still had a hand in service now and I did a little bit more coding in my application role and then in my consulting role then that's when I start to do more coding and stuff like that and so then so that's how I got in that space and I like coding yeah people wouldn't have to call me as much as when I wrecked at the service desk i was able to concentrate more and not be pulled in two different directions and as a developer i can just focus on what i'm working on in front of my screen at that time ok so I'm envisioning you know code right as code I see our developers they got code all the place and understand it maybe it's HTML maybe it's Python whatever it is so what's it like to be a service now developer it's not so much different from that it's just you have to know that there's some proprietary functions within the ServiceNow system but it's mostly javascript-based and there's some jelly and then you can do some HTML on the CMS front too but the server has a lot of tools that sort of make it a little bit easier for people who don't code very much as one of those who do code very much and then it because gives them short cousin they don't have to write everything themselves so today's developer in service now can to have the options to make it really complex if they need to or they can use the out of box tools to help them configure their application in a more efficient matter it helps with better practice or if you don't have a computer science background I have a computer science okay so that helped it does it does how hey okay so you've taken courses and you understand logic and yes yeah that definitely does have some code maybe not commercially but yeah I've been insane Nicole did you have a computer science background I don't have an MBA I'm straight up business now okay and you consider yourself now a service now developer or no you just sort of broke the ice so I'm definitely capable of putting together you know as it you know part of my role is being a champion for the organization identifying solution opportunities I can put together a POC or proof of concept within the tool and show people what they could do what life could be like if they use service now and then when you actually want to roll something out to production and have security and some automated business rules and things like that you know I'll partner with van and say help me this is the things that we want to go ahead and do here's some of the additional harder requirements that we need to solve here but yeah I'm capable of going in and doing stuff to it but the job of pieces and things like that I let the experts handle that so what makes a good developer and how does that compare to what makes a good service now developer there's got to be similarities or their differences there are slight differences what makes a good service now developers that you're aware of the best practice and you use the proprietary functions within the system some of the stuff comes with out of box and and depending on what your requirements are maybe you don't want to skirt around that you want to use that because you know you when things change on the service and Alfre you don't want your stuff to break so a good service now developer will take into account the existing out of box functionality things that you can figure and then you would code and help support that so that when you do changes and upgrades to that then your stuff wouldn't break so it's just about being conscious about what's best practice supporting the outer box functions when it's appropriate and and versus a regular developer well you wouldn't you might not have a system that you're working with you're just creating your own application so that's the general difference which you know you must be started about something else what you've seen at the very excited about your nieces and yeah so talk about what you want you've seen that's got you it's very it's very very nice and I see there has a presence that's a good idea about having a chat and the ability to do that and and I what I really like is the more support behind the mobil feature because in today it's we have the mobile feature but it but what we need may not it may not be fully supported yet but i see in geneva they're making a big push into the mobile app space and then I think that's when mobile apps going to start taking off for service now when we get to Geneva the real-time peace with angular yes that definitely supply yes okay all right a call so let's talk about n van both of you guys have one point to weigh in on this so let's take a hypothetical situation in healthcare you guys get relatively new to healthcare so you come up with a fresh perspective describe a typical healthcare situation may be using a variety of tools and a lot of stovepipes a lot of inefficiencies describe that situation and how you get from there to where you want to be and what is that state and how do you get there so one of the things that you know we're focusing on right now is standardized processes so in IT we're battling kind of the firefighting or the being a very reactive so if we can get everybody to fall into place with a standard process that allow us to have a very similar experience from the hospital with IT so if a doctor calls in they'll they'll have the very similar experience each and every time as opposed to it being somewhat varied or they have their their hook up their IT hook up if you will right the other kind of interesting piece is we do a lot of rounding so we go to the hospital and we try to find out what's better and in doing that I noticed that we have a lot of paper sheets where we file you know if a piece of equipments broken or anything you'd help with something at the hospital they're actually filling out a piece of paper it's a form for that there's a form he's a paper form you know there's an app for that will and help you there's a fourth with us it's a foreigner or stack of paper I'm in you know our field service your I'm printed if you want that's right good scan it yeah um so our field services reps then go through every morning and they collect these pieces of paper and then they dispatch out some additional people to go fix these things or replace the items I'm you know what I'd like to see is you know a mobile device there and it's just you know right there for them to be able to do that I think those are some prime opportunities that are kind of the low-hanging fruit for us from an IT perspective but I also think that there's some great things that we could do outside of IT on this platform you know supply chain managing some of the you know needle sticks you know if you take a use case like that it's a huge challenge in healthcare today and when you have a practitioner who sticks themselves with the needle they have to go and fill out a form they have to go to occupational health they have to go and do all of these different things there's a set process behind that um you know it'd be nice for them to be able to log it from their mobile device that they had this issue they would get some sort of task or some sort of notification this is hey now your next step in this process is to go do this it gets checked off that way and you can confirm that that practitioner followed the appropriate steps and then what really excites me is the opportunity to do analysis behind that so is it the the nurse who's working the 18-hour shift that always gets the needle sticks and those are higher is that the night shift is it this specific specific area that's having an issue you can start compiling some of that data and doing a lot of the reporting out of service now on how could we how could we be better I would think it's awfully challenging to do some of that analysis if it's on spreadsheets and paper and things like that now doctors aren't known for being the most aggressive users of technology at least historically uh maybe that's unfair has that changed I think I disagree with that because I think you're seeing significant significant advances in health care today and I think they're looking for technology you know I ran into a physician the other day and he's been working at the hospital for 50-plus years and he's in he says oh you're from IT and I said I am and he says when are we gonna get better technology and I thought that was really interesting because I think it shows that they're really wanting more from us he's on that's why I'm here I'm here to help so van what are some of the applications that you're working on developing or getting adopted what kind of just about everything anything like out of box like incident helping change cmdb Service Catalog discovery and then most recently I I developed and get me and my team developed a social media management app and so you know I can fix you can help control Twitter feeds and stuff like that so and then there's we also have custom apps that that might sort of support an existing medical system and so we review the process for that and then we custom-built out that request system so a request for an enhancement might come in and there'd be a workflow behind that but it's not an incident a change or a Service Catalog requests doctors tweet my corporate corporate tweets perfectly i guess it could be so what is the social media management app to that's interesting basically it would it would prevent accidental inappropriate treats or controversial treats for the organization and you would store the credentials in service now and so none of your social media team but actually need to know the credentials and so you give them the ability to post to the social media but they would have to go through service now they have to submit a suggestion for a post and it would go through a workflow and a review and there would be some of that I would have the final say and the final edit on that post and they can polish it up and make it look good and then it would say post it now and then it would go out from service now and actually post it on the twitter feed and this way you can prevent you know if their people are leaving and coming you don't have to keep changing the password you can just give a masses to service now you can just take it away so it is also much secure and it prevents people from accidentally posting stuff in sizing us that's a real concern in today's industry about accidentally posting such does that work so i have my service now credentials yeah and then i have access it's it's a access controls to this app yeah you have you would get access to service now you'd open up a record producer and you'd submit a suggestion for a post so let's say I worked in department XYZ and I say you know our company should really talk about this out there and so I would submit this post suggestion it would go through a workflow behind the scenes and it would get reviewed and if they feel that you know what we really should be talking about this then they'll review it no maybe work with a couple of people to polish it up and then they'll post it and the person who suggested it doesn't need to know the credentials but they got their post out there and so that's the power of service now you don't have to give the credential salad so is that is that how it works is pretty pretty much anybody can make a suggestion anyone can make a sort of a user-generated content I here within the organization yeah you'd get everyone to participate maybe it's just not the social media team anymore you get feedback from the entire organ asian about what they feel should be out there that's relevant to their area and maybe you didn't know that that should be something you're talking about and so you'd get that feedback you'd get to review it and maybe you don't want to post it out or maybe you do and if you do you can get some work notes and discussions on the suggestive post and when you're ready you can post it up through service now to the app now would you for instance take that app and put it in in the store in theory would you do that yeah it would be on share I mean for others too yeah yeah okay have you done that or are you planning on doing that trying to do that yeah you see the charge for it no no okay that's cool great i love free apps but I mean a lot of people want to put stuff in the store so they can you know make money right your motivation is the major Shara sharing knowledge and just help people I mean it's it's it's not a complicated program or anything like that but it's it done okay so what why recreated yeah now what's the general philosophy with sort of developing applications now that the stores here is this whole ecosystem make or buy builder by that's the what's the philosophy or I guess it depends on whether you have a big team if you have a team of 20 X developer's then you could build it yourself to exactly to your specifications and if your team is small and you're relatively small company maybe it's worth it you just buy the app there's also an advantage to making it because then you can support it you know exactly what's behind it I think you know people are going to download off of share and like put applications on the platform they need to thoroughly understand how that application was built and so that they can understand all the business rules and the logic that comes in from a management perspective I think that's really really important to vet out how those apps are been configured we could talk about services so a lot of large service organizations here systems integrators folks that are you know pretty astute on best practice within service now an IT Service Management or in your experiences past experience cars experience are you using service providers how are you using them what would you recommend in that regards a lot of people like oh wow that's a lot of money but we're talking about the family jewels here too so you have to be careful so what would you recommend there and what's your experience been so when I was at the telecommunications organization we used a lot of different partners and in what we found is that each partner kind of brings a different strengths and that really allowed us to leverage you know one partner who's really nailed asset management for example that's one that we want to partner with asset management but maybe not on HR case management another partner could be really good at you know governance risk and compliance and bring a really strong you know strong suite there that's what we want to partner with I'm kind of finding a little bit of a shift now um you know I prefer to use service now professional services you know it's the one back to Pat one throat to choke kind of thing and but they also you know are able to tap into a huge consulting you know practice so if I'm leading an implementation in healthcare I can partner with them and say I want people that have health care experience and when I was at telecommunications I said hey I need somebody that has telecommunications experience they brought their a-game to the telecommunication space so it's really important because I think while everybody does incident management there are specific use cases for these different industries and things that are the I gotchas and they've been through those things and they can bring that knowledge and I think that that's worth you know the money that they charge is bringing the blog's up this health care provider and they did it this way and this is what they found don't do that you know we've gotten a lot of help on our recent project in that area just don't do this do it this way you know specific to our our guidelines writing for our industry we're running out of time you have a van a couple couple final questions man from your perspective coming from help desk now throw them in the application development role what's the one action item you would give you know to your peers what should they be focused on to be successful as a developer I think they would need to focus more on the business and be more you know listening and gathering requirements because i think you know there might be like a developer role and that business systems analyst role and not that that's not important but it would help the developer if they had a general understanding of the business and the flow of that so I think if they could extend just beyond being a developer fully if they could understand the business in the process that would definitely help them question and think about whether what they're building even though it's based off the requirements is really the best way to do it because they have the understanding of the business process to so to call you're nodding profusely okay look van took that one what's the piece of advice you would give your your peers and be your own internal sales rep so as we're asking the development community to fill in that gap of you know the business analyst and understanding the business and coming up with creative solutions you know from a solution owner a platform owner perspective it's be the champion you know HR is not going to know the capabilities of the platform unless you're out in front of them coming up with these solutions and showing the capabilities behind it so you know be the champion because it can only benefit your organization for everybody to be using the same technology you know it's interesting IT people traditionally you wouldn't consider them the most sales oriented our marketing oriented people in the planet but you walk around this conference and and you call it use it to our champion it's a good word but internal champion internal sales people you see a lot more that it events like this generally but specifically knowledge and so that's a skill set that's new IT isn't it it's good yeah and I think you know the platform allows that right we're not spending a lot of time coding and you know being very complicated our role is really making their processes less complicated so that we can automate in the tool faster right so if I can push back on the business and say hey why are you doing it that way this is a better way to do it I'm also simplifying our lives from a development perspective and I can go to market quicker as opposed to having to build all this custom functionality to support some crazy business requirement right so I think that's why you see a lot more champions at this conference because that's the skill set that's really important to make sure you don't mess up your platform all right we'll leave it there Nicole van thanks very much thank you thanks for having us all right keep it right to everybody will be back this is knowledge 15 is the cube with the back with our next guest right after this
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Meagen Eisenberg, Lacework | International Women's Day 2023
>> Hello and welcome to theCUBE's coverage of International Women's Day. I'm John Furrier, host of theCUBE. Got a variety of interviews across the gamut from topics, women in tech, mentoring, pipelining, developers, open source, executives. Stanford's having International Women's Day celebration with the women in data science, which we're streaming that live as well. Variety of programs. In this segment, Meagen Eisenberg, friend of theCUBE, she's the CMO of Laceworks, is an amazing executive, got a great journey story as a CMO but she's also actively advising startups, companies and really pays it forward. I want to say Meagen, thank you for coming on the program and thanks for sharing. >> Yeah, thank you for having me. I'm happy to be here. >> Well, we're going to get into some of the journey celebrations that you've gone through and best practice what you've learned is pay that forward. But I got to say, one of the things that really impresses me about you as an executive is you get stuff done. You're a great CMO but also you're advised a lot of companies, you have a lot of irons in the fires and you're advising companies and sometimes they're really small startups to bigger companies, and you're paying it forward, which I love. That's kind of the spirit of this day. >> Yeah, I mean, I agree with you. When I think about my career, a lot of it was looking to mentors women out in the field. This morning I was at a breakfast by Eileen and we had the CEO of General Motors on, and she was talking about her journey nine years as a CEO. And you know, and she's paying it forward with us. But I think about, you know, when you're advising startups, you know, I've gathered knowledge and pattern recognition and to be able to share that is, you know, I enjoy it. >> Yeah. And the startups are also fun too, but it's not always easy and it can get kind of messy as you know. Some startups don't make it some succeed and it's always like the origination story is kind of rewritten and then that's that messy middle. And then it's like that arrows that don't look like a straight line but everyone thinks it's great and you know, it's not for the faint of heart. And Teresa Carlson, who I've interviewed many times, former Amazon, now she's the president of Flexport, she always says, sometimes startups on certain industries aren't for the faint of heart so you got to have a little bit of metal, right? You got to be tough. And some cases that you don't need that, but startups, it's not always easy. What have you learned? >> Yeah, I mean, certainly in the startup world, grit, creativity. You know, when I was at TripActions travel company, pandemic hits, nobody's traveling. You cut budget, you cut heads, but you focus on the core, right? You focus on what you need to survive. And creativity, I think, wins. And, you know, as a CMO when you're marketing, how do you get through that noise? Even the security space, Lacework, it's a fragmented market. You've got to be differentiated and position yourself and you know, be talking to the right target audience and customers. >> Talk about your journey over the years. What have you learned? What's some observations? Can you share any stories and best practices that someone watching could learn from? I know there's a lot of people coming into the tech space with the generative AI things going on in Cloud computing, scaling to the edge, there's a lot more aperture for technical jobs as well as just new roles and new roles that haven't, you really don't go to college for anymore. You got cybersecurity you're in. What are some of the things that you've done over your career if you can share and some best practices? >> Yeah, I think number one, continual learning. When I look through my career, I was constantly reading, networking. Part of the journey is who you're meeting along the way. As you become more senior, your ability to hire and bring in talent matters a lot. I'm always trying to meet with new people. Yeah, if I look at my Amazon feed of books I've bought, right, it kind of chronicle of my history of things I was learning about. Right now I'm reading a lot about cybersecurity, how the, you know, how how they tell me the world ends is the one I'm reading most recently. But you've got to come up to speed and then know the product, get in there and talk to customers. Certainly on the marketing front, anytime I can talk with the customer and find out how they're using us, why they love us, that, you know, helps me better position and differentiate our company. >> By the way, that book is amazing. I saw Nicole speak on Tuesday night with John Markoff and Palo Alto here. What a great story she told there. I recommend that book to everyone. It goes in and she did eight years of research into that book around zero day marketplaces to all the actors involved in security. And it was very interesting. >> Yeah, I mean, it definitely wakes you up, makes you think about what's going on in the world. Very relevant. >> It's like, yeah, it was happening all the time, wasn't it. All the hacking. But this brings me, this brings up an interesting point though, because you're in a cybersecurity area, which by the way, it's changing very fast. It's becoming a bigger industry. It's not just male dominated, although it is now, it's still male dominated, but it's becoming much more and then just tech. >> Yeah, I mean it's a constantly evolving threat landscape and we're learning, and I think more than ever you need to be able to use the data that companies have and, you know, learn from it. That's one of the ways we position ourselves. We're not just about writing rules that won't help you with those zero day attacks. You've got to be able to understand your particular environment and at any moment if it changes. And that's how we help you detect a threat. >> How is, how are things going with you? Is there any new things you guys got going on? Initiatives or programs for women in tech and increasing the range of diversity inclusion in the industry? Because again, this industry's getting much wider too. It's not just specialized, it's also growing. >> Yes, actually I'm excited. We're launching secured by women, securedbywomen.com and it's very much focused on women in the industry, which some studies are showing it's about 25% of security professionals are women. And we're going to be taking nominations and sponsoring women to go to upcoming security events. And so excited to launch that this month and really celebrate women in security and help them, you know, part of that continual learning that I talked about, making sure they're there learning, having the conversations at the conferences, being able to network. >> I have to ask you, what inspired you to pursue the career in tech? What was the motivation? >> You know, if I think way back, originally I wanted to be on the art side and my dad said, "You can do anything as long as it's in the sciences." And so in undergrad I did computer science and MIS. Graduated with MIS and computer science minor. And when I came out I was a IT engineer at Cisco and you know, that kind of started my journey and decided to go back and get my MBA. And during that process I fell in love with marketing and I thought, okay, I understand the buyer, I can come out and market technology to the IT world and developers. And then from there went to several tech companies. >> I mean my father was an engineer. He had the same kind of thing. You got to be an engineer, it's a steady, stable job. But that time, computer science, I mean we've seen the evolution of computer science now it's the most popular degree at Berkeley we've heard and around the world and the education formats are changing. You're seeing a lot of people's self-training on YouTube. The field has really changed. What are some of the challenges you see for folks trying to get into the industry and how would you advise today if you were talking to your young self, what would you, what would be the narrative? >> Yeah, I mean my drawback then was HTML pages were coming out and I thought it would be fun to design, you know, webpages. So you find something you're passionate about in the space today, whether it's gaming or it's cybersecurity. Go and be excited about it and apply and don't give up, right? Do whatever you can to read and learn. And you're right, there are a ton of online self-help. I always try to hire women and people who are continual learners and are teaching themselves something. And I try to find that in an interview to know that they, because when you come to a business, you're there to solve problems and challenges. And the folks that can do that and be innovative and learn, those are the ones I want on my team. >> It's interesting, you know, technology is now impacting society and we need everyone involved to participate and give requirements. And that kind of leads my next question for you is, like, in your opinion, or let me just step back, let me rephrase. What are some of the things that you see technology being used for, for society right now that will impact people's lives? Because this is not a gender thing. We need everybody involved 'cause society is now digital. Technology's pervasive. The AI trends now we're seeing is clearly unmasking to the mainstream that there's some cool stuff happening. >> Yeah, I mean, I think ChatGPT, think about that. All the different ways we're using it we're writing content and marketing with it. We're, you know, I just read an article yesterday, folks are using it to write children's stories and then selling those stories on Amazon, right? And the amount that they can produce with it. But if you think about it, there's unlimited uses with that technology and you've got all the major players getting involved on it. That one major launch and piece of technology is going to transform us in the next six months to a year. And it's the ability to process so much data and then turn that into just assets that we use and the creativity that's building on top of it. Even TripActions has incorporated ChatGPT into your ability to figure out where you want when you're traveling, what's happening in that city. So it's just, you're going to see that incorporated everywhere. >> I mean we've done an interview before TripAction, your other company you were at. Interesting point you don't have to type in a box to say, I'm traveling, I want a hotel. You can just say, I'm going to Barcelona for Mobile World Congress, I want to have a good time. I want some tapas and a nice dinner out. >> Yes. Yeah. That easy. We're making it easy. >> It's efficiency. >> And actually I was going to say for women specifically, I think the reason why we can do so much today is all the technology and apps that we have. I think about DoorDash, I think about Waze you know, when I was younger you had to print out instructions. Now I get in the car real quick, I need to go to soccer practice, I enter it, I need to pick them up at someone's house. I enter it. It's everything's real time. And so it takes away all the things that I don't add value to and allows me to focus on what I want in business. And so there's a bunch of, you know, apps out there that have allowed me to be so much more efficient and productive that my mother didn't have for sure when I was growing up. >> That is an amazing, I think that actually illustrates, in my opinion, the best example of ChatGPT because the maps and GPS integration were two techs, technologies merged together that replace driving and looking at the map. You know, like how do you do that? Like now it's automatically. This is what's going to happen to creative, to writing, to ideation. I even heard Nicole from her book read said that they're using ChatGPT to write zero day exploits. So you seeing it... >> That's scary stuff. You're right. >> You're seeing it everywhere. Super exciting. Well, I got to ask you before you get into some of the Lacework things that you're involved with, cause I think you're doing great work over there is, what was the most exciting projects you've worked on in your career? You came in Cisco, very technical company, so got the technical chops, CSMIS which stands for Management of Information Science for all the young people out there, that was the state of the art back then. What are some of the exciting things you've done? >> Yeah, I mean, I think about, I think about MongoDB and learning to market to developers. Taking the company public in 2017. Launching Atlas database as a service. Now there's so much more of that, you know, the PLG motion, going to TripActions, you know, surviving a pandemic, still being able to come out of that and all the learnings that went with it. You know, they recently, I guess rebranded, so they're Navan now. And then now back in the security space, you know, 14 years ago I was at ArcSite and we were bought by HP. And so getting back into the security world is exciting and it's transformed a ton as you know, it's way more complicated than it was. And so just understanding the pain of our customers and how we protect them as is fun. And I like, you know, being there from a marketing standpoint. >> Well we really appreciate you coming on and sharing that. I got to ask you, for folks watching they might be interested in some advice that you might have for them and their career in tech. I know a lot of young people love the tech. It's becoming pervasive in our lives, as we mentioned. What advice would you give for folks watching that want to start a career in tech? >> Yeah, so work hard, right? Study, network, your first job, be the best at it because every job after that you get pulled into a network. And every time I move, I'm hiring people from the last job, two jobs before, three jobs before. And I'm looking for people that are working hard, care, you know, are continual learners and you know, add value. What can you do to solve problems at your work and add value? >> What's your secret networking hack or growth hack or tip that you can share? Because you're a great networker by the way. You're amazing and you do add a lot of value. I've seen you in action. >> Well, I try never to eat alone. I've got breakfast, I've got lunch, I've got coffee breaks and dinner. And so when I'm at work, I try and always sit and eat with a team member, new group. If I'm out on the road, I'm, you know, meeting people for lunch, going for dinner, just, you know, don't sit at your desk by yourself and don't sit in the hotel room. Get out and meet with people. >> What do you think about now that we're out of the pandemic or somewhat out of the pandemic so to speak, events are back. >> Yes. >> RSA is coming up. It's a big event. The bigger events are getting bigger and then the other events are kind of smaller being distributed. What's your vision of how events are evolving? >> Yeah, I mean, you've got to be in person. Those are the relationships. Right now more than ever people care about renewals and you are building that rapport. And if you're not meeting with your customers, your competitors are. So what I would say is get out there Lacework, we're going to be at RSA, we're going to be at re:Inforce, we're going to be at all of these events, building relationships, you know, coffee, lunch, and yeah, I think the future of events are here to stay and those that don't embrace in person are going to give up business. They're going to lose market share to us. >> And networking is obviously very key on events as well. >> Yes. >> A good opportunity as always get out to the events. What's the event networking trick or advice do you give folks that are going to get out to the networking world? >> Yeah, schedule ahead of time. Don't go to an event and expect people just to come by for great swag. You should be partnering with your sales team and scheduling ahead of time, getting on people's calendars. Don't go there without having 100 or 200 meetings already booked. >> Got it. All right. Let's talk about you, your career. You're currently at Lacework. It's a very hot company in a hot field, security, very male dominated, you're a leader there. What's it like? What's the strategies? How does a woman get in there and be successful? What are some tricks, observations, any data you can share? What's the best practice? What's the secret sauce from Meagen Eisenberg? >> Yes. Yeah, for Meagen Eisenberg. For Lacework, you know, we're focused on our customers. There's nothing better than getting, being close to them, solving their pain, showcasing them. So if you want to go into security, focus on their, the issues and their problems and make sure they're aware of what you're delivering. I mean, we're focused on cloud security and we go from build time to run time. And that's the draw for me here is we had a lot of, you know, happy, excited customers by what we were doing. And what we're doing is very different from legacy security providers. And it is tapping into the trend of really understanding how much data you have and what's happening in the data to detect the anomalies and the threats that are there. >> You know, one of the conversations that I was just having with a senior leader, she was amazing and I asked her what she thought of the current landscape, the job market, the how to get promoted through the careers, all those things. And the response was interesting. I want to get your reaction. She said interdisciplinary skills are critical. And now more than ever, the having that, having a set of skills, technical and social and emotional are super valuable. Do you agree? What's your reaction to that and what would, how would you reframe that? >> Yeah, I mean, I completely agree. You can't be a leader without balance. You've got to know your craft because you're developing and training your team, but you also need to know the, you know, how to build relationships. You're not going to be successful as a C-level exec if you're not partnering across the functions. As a CMO I need to partner with product, I need to partner with the head of sales, I need to partner with finance. So those relationships matter a ton. I also need to attract the right talent. I want to have solid people on the team. And what I will say in the security, cybersecurity space, there's a talent shortage and you cannot hire enough people to protect your company in that space. And that's kind of our part of it is we reduce the number of alerts that you're getting. So you don't need hundreds of people to detect an issue. You're using technology to show, you know, to highlight the issue and then your team can focus on those alerts that matter. >> Yeah, there's a lot of emerging markets where leveling up and you don't need pedigree. You can just level up skill-wise pretty quickly. Which brings me to the next question for you is how do you keep up with all the tech day-to-day and how should someone watching stay on top of it? Because I mean, you got to be on top of this stuff and you got to ride the wave. It's pretty turbulent, but it's still growing and changing. >> Yeah, it's true. I mean, there's a lot of reading. I'm watching the news. Anytime something comes out, you know, ChatGPT I'm playing with it. I've got a great network and sharing. I'm on, you know, LinkedIn reading articles all the time. I have a team, right? Every time I hire someone, they bring new information and knowledge in and I'm you know, Cal Poly had this learn by doing that was the philosophy at San Luis Obispo. So do it. Try it, don't be afraid of it. I think that's the advice. >> Well, I love some of the points you mentioned community and network. You mentioned networking. That brings up the community question, how could people get involved? What communities are out there? How should they approach communities? 'Cause communities are also networks, but also they're welcoming people in that form networks. So it's a network of networks. So what's your take on how to engage and work with communities? How do you find your tribe? If someone's getting into the business, they want support, they might want technology learnings, what's your approach? >> Yeah, so a few, a few different places. One, I'm part of the operator collective, which is a strong female investment group that's open and works a lot with operators and they're in on the newest technologies 'cause they're investing in it. Chief I think is a great organization as well. You've got a lot of, if you're in marketing, there's a ton of CMO networking events that you can go to. I would say any field, even for us at Lacework, we've got some strong CISO networks and we do dinners around you know, we have one coming up in the Bay area, in Boston, New York, and you can come and meet other CISOs and security leaders. So when I get an invite and you know we all do, I will go to it. I'll carve out the time and meet with others. So I think, you know, part of the community is get out there and, you know, join some of these different groups. >> Meagen, thank you so much for spending the time. Final question for you. How do you see the future of tech evolving and how do you see your role in it? >> Yeah, I mean, marketing's changing wildly. There's so many different channels. You think about all the social media channels that have changed over the last five years. So when I think about the future of tech, I'm looking at apps on my phone. I have three daughters, 13, 11, and 8. I'm telling you, they come to me with new apps and new technology all the time, and I'm paying attention what they're, you know, what they're participating in and what they want to be a part of. And certainly it's going to be a lot more around the data and AI. I think we're only at the beginning of that. So we will continue to, you know, learn from it and wield it and deal with the mass amount of data that's out there. >> Well, you saw TikTok just got banned by the European Commission today around their staff. Interesting times. >> It is. >> Meagen, thank you so much as always. You're a great tech athlete. Been following your career for a while, a long time. You're an amazing leader. Thank you for sharing your story here on theCUBE, celebration of International Women's Day. Every day is IWD and thanks for coming on. >> Thank you for having me. >> Okay. I'm John Furrier here in theCUBE Studios in Palo Alto. Thank you for watching, more to come stay with us. (bright music)
SUMMARY :
you for coming on the program Yeah, thank you for having me. That's kind of the spirit of this day. But I think about, you know, and it can get kind of messy as you know. and you know, be talking to the right What are some of the how the, you know, I recommend that book to everyone. makes you think about what's happening all the time, wasn't it. rules that won't help you you guys got going on? and help them, you know, and you know, that kind and around the world and the to design, you know, webpages. It's interesting, you know, to figure out where you Interesting point you That easy. I think about Waze you know, and looking at the map. You're right. Well, I got to ask you before you get into And I like, you know, some advice that you might have and you know, add value. You're amazing and you If I'm out on the road, I'm, you know, What do you think about now and then the other events and you are building that rapport. And networking is obviously do you give folks that just to come by for great swag. any data you can share? and the threats that are there. the how to get promoted You're using technology to show, you know, and you got to ride the wave. and I'm you know, the points you mentioned and you can come and meet other and how do you see your role in it? and new technology all the time, Well, you saw TikTok just got banned Thank you for sharing your Thank you for watching,
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Mattia Ballerio, Elmec Informatica | The Path to Sustainable IT
(upbeat music) >> We're back talking about the path to sustainable IT and now we're going to get the perspective from Mattia Ballerio who is with Elmec Informatica, an IT services firm in the beautiful Lombardi region, of Italy, north of Milano. Mattia, welcome to theCUBE. Thanks so much for coming on. >> Thank you very much, Dave. Thank you. >> All right, before we jump in, tell us a little bit more about Elmec Informatica. What's your focus? Talk about your unique value add to customers. >> Yeah! So basically Elmec Informatica is middle company from the north part of Italy. And is managed service provider in the IT area. Okay, so the, the main focus area of Elmec is, rich digital transformation, and innovation to our clients with the focus on infrastructure services, workplace services, and also cybersecurity services, okay. And we try to follow the path of our clients to the digital transformation and innovation through technology and sustainability. >> Yeah, obviously very hot topics right now. Sustainability, environmental impact, they're growing areas of focus among leaders across all industries, particularly acute right now in, in Europe, with the, you know, the energy challenges. You've talked about things like sustainable business. What does that mean? What does that term, you know, speak to, and, and what can others learn from it? >> Yeah, at Elmec, our approach to sustainability is grounded in science and, and values. And also in a customer territory, but also employee centered. I mean, we conduct regular assessments to understand the most significant environment and social issues for our business with, with the goal of prioritizing what we do for a sustainability future. Our service delivery methodology, employee care, relationship with the local supplier, and local area and institution are a major factor for us to, to build a such a responsibility strategy. Specifically during the past year, we have been particularly focused on define sustainability governance in the company based on stakeholder engagement, defining material issues, establishing quantitative indicators, to monitor and setting medium to long term goals. >> Okay, so you have a lot of data. You can go into a customer, you can do an assessment, you can set a baseline, and then you have other data by which you can compare that and, and understand what's achievable. So what's your vision for sustainable business? You know, that strategy, you know, how has it affected your business in terms of the evolution? 'Cause this was, hasn't always been as hot a topic as it is today, and, and is it a competitive advantage for you? >> Yeah, yeah. For, for all intense and proposed sustainability is a competitive advantage for Elmec. I mean, it's so, because at the time of profound transformation in the work, in the world of work, CSR issues make a company more attractive when searching for new talent to enter in the workforce of our company. In addition, efforts to ensure people's proper work life balance are a strong retention factor. And, regarding our business proposition, Elmec's attempts is to meet high standard of sustainability and reliability. Our green data center, you said is a prime example of this approach, as at the same time, is there a conditioning activity that is done to give a second life to technology devices that come from, back from rental? I mean, our customer inquiries with respect to Elmec sustainability are increasingly frequent, and in depth. And which is why we monitor our performance, and invest in certification, such as, EcoVadis or ISO 14,001. Okay? >> Got it! So in a previous life, I actually did some work with, with power companies, and there were two big factors in IT, that affected the power consumption. Obviously virtualization was a big one, if you could consolidate servers, you know, that was huge. But the other was the advent of flash storage, and that was all we used to actually go in with the, the engineers and the power company put in alligator clips to measure of, of of an all flash array versus, you know, the spinning disk and it was a big impact. So, you want to talk about, your, your experience with Pure Storage. You use Flash Array, and the Evergreen architecture. Can you talk about your experience there? Why did you make that decision to select Pure Storage? How does that help you meet sustainability and operational requirements? Do those benefits scale as your customers grow? What's your experience been? >> Yeah! It was basically, an easy, an easy answer to our, to our business needs. Okay, because you said before that, in Elmec, we manage a lot of data, okay. And in the past we, we, we see, we see that, the constraints of managing so many, many data was very, very difficult to manage in terms of power consumption or simply for the, the space of storing the data. And, when, when Pure came to us and share our, their products, their vision, to the data management journey for Elmec Informatica, it was very easy to choose Pure, why? With values and the numbers, we, we create a business case and, we said, we see that our power consumption usage was much less, more than 90% of previous technology that we used in the past. Okay? And so of course you have to manage a gradual deploy of flash technology storage, but it was a good target. So we have tried to monitoring the adoption of flash technology, and monitor, monitoring also the power consumption, and the efficiency that the pure technology bring to our, to our IT systems, and of course the IT systems of our clients. And so this is one, the first part, the first good part of our trip with, with Pure. And after that, we approach also the sustainability in long term of choosing Pure technology storage. You mentioned the evergreen models of Pure, and of course this was, a game challenge for us because it allows, it allow us to extend the life cycle management of our data centers, but also the, it allows us to improve the facility, of the facilities of using technology from our technical side, okay. So we are much more efficient than in the past with the choose of Pure Storage Technologies, okay. Of course, this easy users, easy usage mode, let me say, it allow us to bring this value to our, to all our clients that put their data in our data centers. >> So, you talked about how you've seen, 90% improvement relative to previous technologies. I always, I haven't put you on the spot. Because I, I, I was on Pure's website, and I saw in their ESG report some com, you know, it was a comparison with a generic competitor. I'm presuming that competitor was not, you know 2010 spinning disk system. But, but, so I'm curious, as to the results that you're seeing with Pure, in terms of footprint and power usage. You, you're referencing some of that. We heard some metrics from Nicole and Ajay earlier in the program. Do you think, again I'm going to put you in the spot, do you think that Pure's architecture, and the way they've applied, whether it's machine intelligence or the Evergreen model, et cetera, is more competitive than other platforms, that you've seen? >> Yeah, of course. Is more competitor, more competitive. Because basically it allows to service provider to do much more efficient value proposition and offer services that are more that brings more values to, to the customers. Okay, so the customer is always at the center of a proposition of service provider. And the trying to adopt the methodology and also the, the value that Pure as inside, by design in the technology is, is for us very, very important and very, very strategic. Because, because, with like a glass, we can ourself transfer, try to transfer the values of Pure, Pure technologies to our service provider client. >> Okay Mattia, let's wrap and talk about sort of near term 2023 and then longer term. It looks like sustainability is a topic that's here to stay. Unlike when we were putting alligator clips on storage arrays, trying to help customers get rebates, that just didn't have legs. It was too complicated. Now it's a, a topic that everybody's measuring. What's next for Elmec, in its sustainability journey? What advice would you might have for sustainability leaders that want to make a meaningful impact on the environment but also on the bottom line? >> Okay. So, sustainability is fortunately a widely spread concept. And our role in, in this great game is to define a strategy, align with the common and fundamentals goals for the future of planet, and capable of expressing our inclination, and the particularities. Elmec sustainability goals in the near future, I can say that are will be basically free. One define sustainability plan, okay. It's fundamentals to define a sustainability plan. Then it's very important to monitor the, its emissions and we will calculate our carbon footprint, okay. And list, button list, produce a certifiable and comprehensive sustainability report, with respect to the demands of customers, suppliers, and also partners. Okay, so I can say that, this three target will be our direction in the, in the future. Okay? >> Yeah, so I mean, pretty straightforward. Make a plan. You got to monitor and measure. You can't improve what you can't measure. So you going to set a baseline, you're going to report on that. You're going to analyze the data and you're going to make continuous improvement. >> Yep. >> Mattia, thanks so much for joining us today and sharing your perspectives from the, the northern part of Italy. Really appreciate it. >> Yep. Thank you for having me on board. Thank you very much. >> It was really our pleasure. Okay, in a moment, I'm going to be back to wrap up the program, and share some resources , that could be valuable in your sustainability journey. Keep it right there. (upbeat music)
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the path to sustainable IT Thank you very much, Dave. All right, before we jump in, and innovation to our clients in Europe, with the, you governance in the company in terms of the evolution? in the world of work, and the Evergreen architecture. and of course the IT and Ajay earlier in the program. by design in the technology is, also on the bottom line? and the particularities. and you're going to make and sharing your perspectives Thank you for having me on board. Okay, in a moment, I'm going to be back
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Pure Storage The Path to Sustainable IT
>>In the early part of this century, we're talking about the 2005 to 2007 timeframe. There was a lot of talk about so-called green it. And at that time there was some organizational friction. Like for example, the line was that the CIO never saw the power bill, so he or she didn't care, or that the facilities folks, they rarely talked to the IT department. So it was kind of that split brain. And, and then the oh 7 0 8 financial crisis really created an inflection point in a couple of ways. First, it caused organizations to kind of pump the brakes on it spending, and then they took their eye off the sustainability ball. And the second big trend, of course, was the cloud model, you know, kind of became a benchmark for it. Simplicity and automation and efficiency, the ability to dial down and dial up capacity as needed. >>And the third was by the end of the first decade of the, the two thousands, the technology of virtualization was really hitting its best stride. And then you had innovations like flash storage, which largely eliminated the need for these massive farms of spinning mechanical devices that sucked up a lot of power. And so really these technologies began their march to mainstream adoption. And as we progressed through the 2020s, the effect of climate change really come into focus as a critical component of esg. Environmental, social, and governance. Shareholders have come to demand metrics around sustainability. Employees are often choosing employers based on their ESG posture. And most importantly, companies are finding that savings on power cooling and footprint, it has a bottom line impact on the income statement. Now you add to that the energy challenges around the world, particularly facing Europe right now, the effects of global inflation and even more advanced technologies like machine intelligence. >>And you've got a perfect storm where technology can really provide some relief to organizations. Hello and welcome to the Path to Sustainable It Made Possible by Pure Storage and Collaboration with the Cube. My name is Dave Valante and I'm one of the host of the program, along with my colleague Lisa Martin. Now, today we're gonna hear from three leaders on the sustainability topic. First up, Lisa will talk to Nicole Johnson. She's the head of Social Impact and Sustainability at Pure Storage. Nicole will talk about the results from a study of around a thousand sustainability leaders worldwide, and she'll share some metrics from that study. And then next, Lisa will speak to AJ Singh. He's the Chief Product Officer at Pure Storage. We've had had him on the cube before, and not only will he share some useful stats in the market, I'll also talk about some of the technology innovations that customers can tap to address their energy consumption, not the least of which is ai, which is is entering every aspect of our lives, including how we deal with energy consumption. And then we'll bring it back to our Boston studio and go north of Italy with Mattia Ballero of Elec Informatica, a services provider with deep expertise on the topic of sustainability. We hope you enjoyed the program today. Thanks for watching. Let's get started >>At Pure Storage, the opportunity for change and our commitment to a sustainable future are a direct reflection of the way we've always operated and the values we live by every day. We are making significant and immediate impact worldwide through our environmental sustainability efforts. The milestones of change can be seen everywhere in everything we do. Pure's Evergreen Storage architecture delivers two key environmental benefits to customers, the reduction of wasted energy and the reduction of e-waste. Additionally, Pure's implemented a series of product packaging redesigns, promoting recycled and reuse in order to reduce waste that will not only benefit our customers, but also the environment. Pure is committed to doing what is right and leading the way with innovation. That has always been the pure difference, making a difference by enabling our customers to drive out energy usage and their data storage systems by up to 80%. Today, more than 97% of pure arrays purchased six years ago are still in service. And tomorrow our goal for the future is to reduce Scope three. Emissions Pure is committing to further reducing our sold products emissions by 66% per petabyte by 2030. All of this means what we said at the beginning, change that is simple and that is what it has always been about. Pure has a vision for the future today, tomorrow, forever. >>Hi everyone, welcome to this special event, pure Storage, the Path to Sustainable it. I'm your host, Lisa Martin. Very pleased to be joined by Nicole Johnson, the head of Social Impact and Sustainability at Pure Storage. Nicole, welcome to the Cube. Thanks >>For having me, Lisa. >>Sustainability is such an important topic to talk about and I understand that Pure just announced a report today about sustainability. What can you tell me what nuggets are in this report? >>Well, actually quite a few really interesting nuggets, at least for us. And I, I think probably for you and your viewers as well. So we actually commissioned about a thousand sustainability leaders across the globe to understand, you know, what are their sustainability goals, what are they working on, and what are the impacts of buying decisions, particularly around infrastructure when it comes to sustainable goals. I think one of the things that was really interesting for us was the fact that around the world we did not see a significant variation in terms of sustainability being a top priority. You've, I'm sure you've heard about the energy crisis that's happening across Europe. And so, you know, there was some thought that perhaps that might play into AMEA being a larger, you know, having sustainability goals that were more significant. But we actually did not find that we found sustainability to be really important no matter where the respondents were located. >>So very interesting at Pure sustainability is really at the heart of what we do and has been since our founding. It's interesting because we set out to make storage really simple, but it turns out really simple is also really sustainable. And the products and services that we bring to our customers have really powerful outcomes when it comes to decreasing their, their own carbon footprints. And so, you know, we often hear from customers that we've actually really helped them to significantly improve their storage performance, but also allow them to save on space power and cooling costs and, and their footprint. So really significant findings. One example of that is a company called Cengage, which is a global education technology company. They recently shared with us that they have actually been able to reduce their overall storage footprint by 80% while doubling to tripling the performance of their storage systems. So it's really critical for, for companies who are thinking about their sustainability goals, to consider the dynamic between their sustainability program and their IT teams who are making these buying decisions, >>Right? Those two teams need to be really inextricably linked these days. You talked about the fact that there was really consistency across the regions in terms of sustainability being of high priority for organizations. You had a great customer story that you shared that showed significant impact can be made there by bringing the sustainability both together with it. But I'm wondering why are we seeing that so much of the vendor selection process still isn't revolving around sustainability or it's overlooked? What are some of the things that you received despite so many people saying sustainability, huge priority? >>Well, in this survey, the most commonly cited challenge was really around the fact that there was a lack of management buy-in. 40% of respondents told us this was the top roadblock. So getting, I think getting that out of the way. And then we also just heard that sustainability teams were not brought into tech purchasing processes until after it's already rolling, right? So they're not even looped in. And that being said, you know, we know that it has been identified as one of the key departments to supporting a company sustainability goals. So we, we really want to ensure that these two teams are talking more to each other. When we look even closer at the data from the respondents, we see some really positive correlations. We see that 65% of respondents reported that they're on track to meet their sustainability goals. And the IT of those 65%, it is significantly engaged with reporting data for those sustainability initiatives. We saw that, that for those who did report, the sustainability is a top priority for vendor selection. They were twice as likely to be on track with their goals and their sustainability directors said that they were getting involved at the beginning of the tech purchasing program. Our process, I'm sorry, rather than towards the end. And so, you know, we know that to curb the impact of climate crisis, we really need to embrace sustainability from a cross-functional viewpoint. >>Definitely has to be cross-functional. So, so strong correlations there in the report that organizations that had closer alignment between the sustainability folks and the IT folks were farther along in their sustainability program development, execution, et cetera, those co was correlations, were they a surprise? >>Not entirely. You know, when we look at some of the statistics that come from the, you know, places like the World Economic Forum, they say that digitization generated 4% of greenhouse gas emissions in 2020. So, and that, you know, that's now almost three years ago, digital data only accelerates, and by 2025, we expect that number could be almost double. And so we know that that communication and that correlation is gonna be really important because data centers are taking up such a huge footprint of when companies are looking at their emissions. And it's, I mean, quite frankly, a really interesting opportunity for it to be a trailblazer in the sustainability journey. And, you know, perhaps people that are in IT haven't thought about how they can make an impact in this area, but there really is some incredible ways to help us work on cutting carbon emissions, both from your company's perspective and from the world's perspective, right? >>Like we are, we're all doing this because it's something that we know we have to do to drive down climate change. So I think when you, when you think about how to be a trailblazer, how to do things differently, how to differentiate your own department, it's a really interesting connection that IT and sustainability work together. I would also say, you know, I'll just note that of the respondents to the survey we were discussing, we do over half of those respondents expect to see closer alignment between the organization's IT and sustainability teams as they move forward. >>And that's really a, a tip a hat to those organizations embracing cultural change. That's always hard to do, but for those two, for sustainability in IT to come together as part of really the overall ethos of an organization, that's huge. And it's great to see the data demonstrating that, that those, that alignment, that close alignment is really on its way to helping organizations across industries make a big impact. I wanna dig in a little bit to here's ESG goals. What can you share with us about >>That? Absolutely. So as I mentioned peers kind of at the beginning of our formal ESG journey, but really has been working on the, on the sustainability front for a long time. I would, it's funny as we're, as we're doing a lot of this work and, and kind of building our own profile around this, we're coming back to some of the things that we have done in the past that consumers weren't necessarily interested in then but are now because the world has changed, becoming more and more invested in. So that's exciting. So we did a baseline scope one, two, and three analysis and discovered, interestingly enough that 70% of our emissions comes from use of sold products. So our customers work running our products in their data centers. So we know that we, we've made some ambitious goals around our Scope one and two emissions, which is our own office, our utilities, you know, those, they only account for 6% of our emissions. So we know that to really address the issue of climate change, we need to work on the use of sold products. So we've also made a, a really ambitious commitment to decrease our carbon emissions by 66% per bed per petabyte by 2030 in our product. So decreasing our own carbon footprint, but also affecting our customers as well. And we've also committed to a science-based target initiative and our road mapping how to achieve the ambitious goals set out in the Paris agreement. >>That's fantastic. It sounds like you really dialed in on where is the biggest opportunity for us as Pure Storage to make the biggest impact across our organization, across our customers organizations. There lofty goals that pure set, but knowing what I know about Pure, you guys are probably well on track to, to accomplish those goals in record time, >>I hope So. >>Talk a little bit about advice that you would give to viewers who might be at the very beginning of their sustainability journey and really wondering what are the core elements besides it, sustainability, team alignment that I need to bring into this program to make it actually successful? >>Yeah, so I think, you know, understanding that you don't have to pick between really powerful technology and sustainable technology. There are opportunities to get both and not just in storage right in, in your entire IT portfolio. We know that, you know, we're in a place in the world where we have to look at things from the bigger picture. We have to solve new challenges and we have to approach business a little bit differently. So adopting solutions and services that are environmentally efficient can actually help to scale and deliver more effective and efficient IT solutions over time. So I think that that's something that we need to, to really remind ourselves, right? We have to go about business a little bit differently and that's okay. We also know that data centers utilize an incredible amount of, of energy and, and carbon. And so everything that we can do to drive that down is going to address the sustainability goals for us individually as well as, again, drive down that climate change. So we, we need to get out of the mindset that data centers are, are about reliability or cost, et cetera, and really think about efficiency and carbon footprint when you're making those business decisions. I'll also say that, you know, the earlier that we can get sustainability teams into the conversation, the more impactful your business decisions are going to be and helping you to guide sustainable decision making. >>So shifting sustainability and IT left almost together really shows that the correlation between those folks getting together in the beginning with intention, the report shows and the successes that peers had demonstrate that that's very impactful for organizations to actually be able to implement even the cultural change that's needed for sustainability programs to be successful. My last question for you goes back to that report. You mentioned in there that the data show a lot of organizations are hampered by management buy-in, where sustainability is concerned. How can pure help its customers navigate around those barriers so that they get that management buy-in and they understand that the value in it for >>Them? Yeah, so I mean, I think that for me, my advice is always to speak to hearts and minds, right? And help the management to understand, first of all, the impact right on climate change. So I think that's the kind of hearts piece on the mind piece. I think it's addressing the sustainability goals that these companies have set for themselves and helping management understand how to, you know, how their IT buying decisions can actually really help them to reach these goals. We also, you know, we always run kind of TCOs for customers to understand what is the actual cost of, of the equipment. And so, you know, especially if you're in a, in a location in which energy costs are rising, I mean, I think we're seeing that around the world right now with inflation. Better understanding your energy costs can really help your management to understand the, again, the bigger picture and what that total cost is gonna be. Often we see, you know, that maybe the I the person who's buying the IT equipment isn't the same person who's purchasing, who's paying the, the electricity bills, right? And so sometimes even those two teams aren't talking. And there's a great opportunity there, I think, to just to just, you know, look at it from a more high level lens to better understand what total cost of ownership is. >>That's a great point. Great advice. Nicole, thank you so much for joining me on the program today, talking about the new report that on sustainability that Pure put out some really compelling nuggets in there, but really also some great successes that you've already achieved internally on your own ESG goals and what you're helping customers to achieve in terms of driving down their carbon footprint and emissions. We so appreciate your insights and your thoughts. >>Thank you, Lisa. It's been great speaking with you. >>AJ Singh joins me, the Chief Product Officer at Peer Storage. Aj, it's great to have you back on the program. >>Great to be back on, Lisa, good morning. >>Good morning. And sustainability is such an important topic to talk about. So we're gonna really unpack what PEER is doing, we're gonna get your viewpoints on what you're seeing and you're gonna leave the audience with some recommendations on how they can get started on their ESG journey. First question, we've been hearing a lot from pure AJ about the role that technology plays in organizations achieving sustainability goals. What's been the biggest environmental impact associated with, with customers achieving that given the massive volumes of data that keep being generated? >>Absolutely, Lisa, you can imagine that the data is only growing and exploding and, and, and, and there's a good reason for it. You know, data is the new currency. Some people call it the new oil. And the opportunity to go process this data gain insights is really helping customers drive an edge in the digital transformation. It's gonna make a difference between them being on the leaderboard a decade from now when the digital transformation kind of pans out versus, you know, being kind of somebody that, you know, quite missed the boat. So data is super critical and and obviously as part of that we see all these big benefits, but it has to be stored and, and, and that means it's gonna consume a lot of resources and, and the, and therefore data center usage has only accelerated, right? You can imagine the amount of data being generated, you know, recent study pointed to roughly by twenty twenty five, a hundred and seventy five zetabytes, which where each zettabyte is a billion terabytes. So just think of that size and scale of data. That's huge. And, and they also say that, you know, pretty soon, today, in fact in the developed world, every person is having an interaction with the data center literally every 18 seconds. So whether it's on Facebook or Twitter or you know, your email, people are constantly interacting with data. So you can imagine this data is only exploding. It has to be stored and it consumes a lot of energy. In fact, >>It, oh, go ahead. Sorry. >>No, I was saying in fact, you know, there's some studies have shown that data center usage literally consumes one to 2% of global energy consumption. So if there's one place we could really help climate change and, and all those aspects, if you can kind of really, you know, tamp down the data center, energy consumption, sorry, you were saying, >>I was just gonna say, it's, it's an incredibly important topic and the, the, the stats on data that you provided and also I, I like how you talked about, you know, every 18 seconds we're interacting with a data center, whether we know it or not, we think about the long term implications, the fact that data is growing massively. As you shared with the stats that you mentioned. If we think about though the responsibility that companies have, every company in today's world needs to be a data company, right? And we consumers expect it. We expect that you are gonna deliver these relevant, personalized experiences whether we're doing a transaction in our personal lives or in business. But what is the, what requirements do technology companies have to really start billing down their carbon footprints? >>No, absolutely. If you can think about it, just to kind of finish up the data story a little bit, the explosion is to the point where, in fact, if you just recently was in the news that Ireland went up and said, sorry, we can't have any more data centers here. We just don't have the power to supply them. That was big in the news and you know, all the hyperscale that was crashing the head. I know they've come around that and figured out a way around it, but it's getting there. Some, some organizations and and areas jurisdictions are saying pretty much no data center the law, you know, we're, we just can't do it. And so as you said, so companies like Pure, I mean, our view is that it has an opportunity here to really do our bit for climate change and be able to, you know, drive a sustainable environment. >>And, and at Pure we believe that, you know, today's data success really ultimately hinges on energy efficiency, you know, so to to really be energy efficient means you are gonna be successful long term with data. Because if you think of classic data infrastructures, the legacy infrastructures, you know, we've got disk infrastructures, hybrid infrastructures, flash infrastructures, low end systems, medium end systems, high end systems. So a lot of silos, you know, a lot of inefficiency across the silos. Cause the data doesn't get used across that. In fact, you know, today a lot of data centers are not really built with kind of the efficiency and environmental mindset. So there's a big opportunity there. >>So aj, talk to me about some of the steps that Pure is implementing as its chief product officer. Would love to get your your thoughts, what steps is it implementing to help Pures customers become more sustainable? >>No, absolutely. So essentially we are all inherently motivated, like pure and, and, and, and everybody else to solve problems for customers and really forward the status quo, right? You know, innovation, you know, that's what we are all about. And while we are doing that, the challenge is to how do you make technology and the data we feed into it faster, smarter, scalable obviously, but more importantly sustainable. And you can do all of that, but if you miss the sustainability bit, you're kind of missing the boat. And I also feel from an ethical perspective, that's really important for us. Not only you do all the other things, but also kind of make it sustainable. In fact, today 80% of the companies, the companies are realizing this, 80% today are in fact report out on sustainability, which is great. In fact, 80% of leadership at companies, you know, CEOs and senior executives say they've been impacted by some climate change event, you know, where it's a fire in the place they had to evacuate or floods or storms or hurricanes, you, you name it, right? >>So mitigating the carbon impact can in fact today be a competitive advantage for companies because that's where the puck is going and everybody's, you know, it's skating, wanting to skate towards the, and it's good, it's good business too to be sustainable and, and, and meet these, you know, customer requirements. In fact, the the recent survey that we released today is saying that more and more organizations are kickstarting, their sustainability initiatives and many take are aiming to make a significant progress against that over the next decade. So that's, that's really, you know, part of the big, the really, so our view is that that IT infrastructure, you know, can really make a big push towards greener it and not just kind of greenwash it, but actually, you know, you know, make things more greener and, and, and really take the, the lead in, in esg. And so it's important that organizations can reach alignment with their IT teams and challenge their IT teams to continue to lead, you know, for the organization, the sustainability aspects. >>I'm curious, aj, when you're in customer conversations, are you seeing that it's really the C-suite plus it coming together and, and how does peer help facilitate that? To your point, it needs to be able to deliver this, but it's, it's a board level objective these days. >>Absolutely. We're seeing increasingly, especially in Europe with the, you know, the war in Ukraine and the energy crisis that, you know, that's, that's, you know, unleashed. We definitely see it's becoming a bigger and bigger board level objective for, for a lot of companies. And we definitely see customers in starting to do that. So, so in particular, I do want to touch briefly on what steps we are taking as a company, you know, to to to make it sustainable. And obviously customers are doing all the things we talked about and, and we're also helping them become smarter with data. But the key difference is, you know, we have a big focus on efficiency, which is really optimizing performance per wat with unmatched storage density. So you can reduce the footprint and dramatically lower the power required. And and how efficient is that? You know, compared to other old flash systems, we tend to be one fifth, we tend to take one fifth the power compared to other flash systems and substantially lower compared to spinning this. >>So you can imagine, you know, cutting your, if data center consumption is a 2% of global consumption, roughly 40% of that tends to be storage cause of all the spinning disc. So you add about, you know, 0.8% to global consumption and if you can cut that by four fifths, you know, you can already start to make an impact. So, so we feel we can do that. And also we're quite a bit more denser, 10 times more denser. So imagine one fifth the power, one 10th the density, but then we take it a step further because okay, you've got the storage system in the data center, but what about the end of life aspect? What about the waste and reclamation? So we also have something called non-disruptive upgrades. We, using our AI technology in pure one, we can start to sense when a particular part is going to fail and just before it goes to failure, we actually replace it in a non-disruptive fashion. So customer's data is not impacted and then we recycle that so you get a full end to end life cycle, you know, from all the way from the time you deploy much lower power, much lower density, but then also at the back end, you know, reduction in e-waste and those kind of things. >>That's a great point you, that you bring up in terms of the reclamation process. It sounds like Pure does that on its own, the customer doesn't have to be involved in that. >>That's right. And we do that, it's a part of our evergreen, you know, service that we offer. A lot of customers sign up for that service and in fact they don't even, we tell them, Hey, you know, that part's about to go, we're gonna come in, we're gonna swap it out and, and then we actually recycle that part, >>The power of ai. Love that. What are some of the, the things that companies can do if they're, if they're early in this journey on sustainability, what are some of the specific steps companies can take to get started and maybe accelerate that journey as it's becoming climate change and things are becoming just more and more of a, of a daily topic on the news? >>No, absolutely. There's a lot of things companies can do. In fact, the four four item that we're gonna highlight, the first one is, you know, they can just start by doing a materiality assessment and a materiality assessment essentially engages all the stakeholders to find out which specific issues are important for the business, right? So you identify your key priorities that intersect with what the stakeholders want, you know, your different groups from sales, customers, partners, you know, different departments in the organization. And for example, for us, when we conducted our materiality assessment, for us, our product we felt was the biggest area of focus that could contribute a lot towards, you know, making an impact in, in, in from a sustainability standpoint. That's number one. I think number two companies can also think about taking an Azure service approach. The beauty of the Azure service approach is that you are buying a, your customer, they're buying outcomes with SLAs and, and when you are starting to buy outcomes with SLAs, you can start small and then grow as you consume more. >>So that way you don't have systems sitting idle waiting for you to consume more, right? And that's the beauty of the as service approach. And so for example, for us, you know, we have something called Evergreen one, which is our as service offer, where essentially customers are able to only use and have systems turned onto as much as they're consuming. So, so that reduces the waste associated with underutilized systems, right? That's number two. Number three is also you can optimize your supply chains end to end, right? Basically by making sure you're moving, recycling, packaging and eliminating waste in that thing so you can recycle it back to your suppliers. And you can also choose a sustainable supplier network that following sort of good practices, you know, you know, across the globe and such supply chains that are responsive and diverse can really help you. Also, the big business benefit benefited. >>You can also handle surges and demand, for example, for us during the pandemic with this global supply chain shortages, you know, whereas most of our competitors, you know, lead times went to 40, 50 weeks, our lead times went from three to six weeks cuz you know, we had this sustainable, you know, supply chain. And so all of these things, you know, the three things important, but the fourth thing I say more cultural and, and the cultural thing is how do you actually begin to have sustainability become a core part of your ethos at the company, you know, across all the departments, you know, and we've at Pure, definitely it's big for us, you know, you know, around sustainability starting with a product design, but all of the areas as well, if you follow those four items, they'll do the great place to start. >>That's great advice, great recommendations. You talk about the, the, the supply chain, sustainable supply chain optimization. We've been having a lot of conversations with businesses and vendors alike about that and how important it is. You bring up a great point too on supplier diversity, if we could have a whole conversation on that. Yes. But I'm also glad that you brought up culture that's huge to, for organizations to adopt an ESG strategy and really drive sustainability in their business. It has to become, to your point, part of their ethos. Yes. It's challenging. Cultural change management is challenging. Although I think with climate change and the things that are so public, it's, it's more on, on the top mindset folks. But it's a great point that the organization really as a whole needs to embrace the sustainability mindset so that it as a, as an organization lives and breathes that. Yes. And last question for you is advice. So you, you outlined the Four Steps organizations can take. I look how you made that quite simple. What advice would you give organizations who are on that journey to adopting those, those actions, as you said, as they look to really build and deploy and execute an ESG strategy? >>No, absolutely. And so obviously, you know, the advice is gonna come from, you know, a company like Pure, you know, our background kind of being a supplier of products. And so, you know, our advice is for companies that have products, usually they tend to be the biggest generator, the products that you sell to your, your customers, especially if they've got hardware components in it. But, you know, the biggest generator of e-waste and, and and, and, and, and kind of from a sustainability standpoint. So it's really important to have an intentional design approach towards your products with sustainability in mind. So it's not something that's, that you can handle at the very back end. You design it front in the product and so that sustainable design becomes very intentional. So for us, for example, doing these non-disruptive upgrades had to be designed up front so that, you know, a, you know, one of our repair person could go into a customer shop and be able to pull out a card and put in a new card without any change in the customer system. >>That non-receptive approach, it has to be designed into the hardware software systems to be able to pull that on. And that intentional design enables you to recover pieces just when they're about to fail and then putting them through a recovery, you know, waste recovery process. So that, that's kind of the one thing I would say that philosophy, again, it comes down to if that is, you know, seeping into the culture, into your core ethos, you will start to do, you know, you know, that type of work. So, so I mean it's important thing, you know, look, this year, you know, with the spike in energy prices, you know, you know, gas prices going up, it's super important that all of us, you know, do our bit in there and start to drive products that are fundamentally sustainable, not just at the initial, you know, install point, but from an end to end full life cycle standpoint. >>Absolutely. And I love that you brought up intention that is everything that peers doing is with, with such thought and intention and really for organizations and any industry to become more sustainable, to develop an ESG strategy. To your point, it all needs to start with intention. And of course that that cultural adoption, aj, it's been so great to have you on the program talking about what PEER is doing to help organizations really navigate that path to sustainable it. We appreciate your insights on your time. >>Thank you, Lisa. Pleasure being on board >>At Pure Storage. The opportunity for change and our commitment to a sustainable future are a direct reflection of the way we've always operated and the values we live by every day. We are making significant and immediate impact worldwide through our environmental sustainability efforts. The milestones of change can be seen everywhere in everything we do. Pures Evergreen storage architecture delivers two key environmental benefits to customers, the reduction of wasted energy and the reduction of e-waste. Additionally, pures implemented a series of product packaging redesigns, promoting recycle and reuse in order to reduce waste that will not only benefit our customers, but also the environment. Pure is committed to doing what is right and leading the way with innovation. That has always been the pure difference, making a difference by enabling our customers to drive out energy usage and their data storage systems by up to 80% today, more than 97% of Pure Array purchased six years ago are still in service. And tomorrow our goal for the future is to reduce Scope three emissions Pure is committing to further reducing our sold products emissions by 66% per petabyte by 2030. All of this means what we said at the beginning, change that is simple and that is what it has always been about. Pure has a vision for the future today, tomorrow, forever. >>We're back talking about the path to sustainable it and now we're gonna get the perspective from Mattia Valerio, who is with Elec Informatica and IT services firm and the beautiful Lombardi region of Italy north of Milano. Mattia, welcome to the Cube. Thanks so much for coming on. >>Thank you very much, Dave. Thank you. >>All right, before we jump in, tell us a little bit more about Elec Informatica. What's your focus, talk about your unique value add to customers. >>Yeah, so basically Alma Informatica is middle company from the north part of Italy and is managed service provider in the IT area. Okay. So the, the main focus area of Al Meca is reach digital transformation innovation to our clients with focus on infrastructure services, workplace services, and also cybersecurity services. Okay. And we try to follow the path of our clients to the digital transformation and the innovation through technology and sustainability. >>Yeah. Obviously very hot topics right now. Sustainability, environmental impact, they're growing areas of focus among leaders across all industries. A particularly acute right now in, in Europe with the, you know, the energy challenges you've talked about things like sustainable business. What does that mean? What does that term Yeah. You know, speak to and, and what can others learn from it? >>Yeah. At at, at our approach to sustainability is grounded in science and, and values and also in customer territory, but also employee centered. I mean, we conduct regular assessments to understand the most significant environment and social issues for our business with, with the goal of prioritizing what we do for a sustainability future. Our service delivery methodology, employee care relationship with the local supplier and local area and institution are a major factor for us to, to build a such a responsibility strategy. Specifically during the past year, we have been particularly focused on define sustainability governance in the company based on stakeholder engagement, defining material issues, establishing quantitative indicators to monitor and setting medium to long-term goals. >>Okay, so you have a lot of data. You can go into a customer, you can do an assessment, you can set a baseline, and then you have other data by which you can compare that and, and understand what's achievable. So what's your vision for sustainable business? You know, that strategy, you know, how has it affected your business in terms of the evolution? Cuz this wasn't, hasn't always been as hot a topic as it is today. And and is it a competitive advantage for you? >>Yeah, yeah. For, for, for all intense and proposed sustainability is a competitive advantage for elec. I mean, it's so, because at the time of profound transformation in the work, in the world of work, CSR issues make a company more attractive when searching for new talent to enter in the workforce of our company. In addition, efforts to ensure people's proper work life balance are a strong retention factor. And regarding our business proposition, ELEX attempts is to meet high standard of sustainability and reliability. Our green data center, you said is a prime example of this approach as at the same time, is there a conditioning activity that is done to give a second life to technology devices that come from back from rental? I mean, our customer inquiries with respect to sustainability are increasingly frequent and in depth and which is why we monitor our performance and invest in certification such as EcoVadis or ISO 14,001. Okay, >>Got it. So in a previous life I actually did some work with, with, with power companies and there were two big factors in it that affected the power consumption. Obviously virtualization was a big one, if you could consolidate servers, you know, that was huge. But the other was the advent of flash storage and that was, we used to actually go in with the, the engineers and the power company put in alligator clips to measure of, of, of an all flash array versus, you know, the spinning disc and it was a big impact. So you, I wanna talk about your, your experience with Pure Storage. You use Flash Array and the Evergreen architecture. Can you talk about what your experience there, why did you make that decision to select Pure Storage? How does that help you meet sustainability and operational requirements? Do those benefits scale as your customers grow? What's your experience been? >>Yeah, it was basically an easy and easy answer to our, to our business needs. Okay. Because you said before that in Elec we, we manage a lot of data, okay? And in the past we, we, we see it, we see that the constraints of managing so many, many data was very, very difficult to manage in terms of power consumption or simply for the, the space of storing the data. And when, when Pure came to us and share our products, their vision to the data management journey for Element Informatica, it was very easy to choose pure why with values and numbers. We, we create a business case and we said that we, we see that our power consumption usage was much less, more than 90% of previous technology that we used in the past. Okay. And so of course you have to manage a grade oil deploy of flash technology storage, but it was a good target. >>So we have tried to monitoring the adoption of flash technology and monitor monitoring also the power consumption and the efficiency that the pure technology bring to our, to our IT systems and of course the IT systems of our clients. And so this is one, the first part, the first good part of our trip with, with Pure. And after that we approach also the sustainability in long term of choosing pure technology storage. You mentioned the Evergreen models of Pure, and of course this was, again, challenge for us because it allows, it allow us to extend the life cycle management of our data centers, but also the, IT allows us to improve the facility of the facilities of using technology from our technical side. Okay. So we are much more efficient than in the past with the choose of Pure storage technologies. Okay. Of course, this easy users, easy usage mode, let me say it, allow us to bring this value to our, to all our clients that put their data in our data centers. >>So you talked about how you've seen a 90% improvement relative to previous technologies. I always, I haven't put you in the spot. Yeah, because I, I, I was on Pure's website and I saw in their ESG report some com, you know, it was a comparison with a generic competitor presuming that competitor was not, you know, a 2010 spinning disc system. But, but, so I'm curious as to the results that you're seeing with Pure in terms of footprint and power usage. You, you're referencing some of that. We heard some metrics from Nicole and AJ earlier in the program. Do you think, again, I'm gonna put you in the spot, do you think that Pure's architecture and the way they've applied, whether it's machine intelligence or the Evergreen model, et cetera, is more competitive than other platforms that you've seen? >>Yeah, of course. Is more competitor improve competitive because basically it allows to service provider to do much more efficient value proposition and offer services that are more, that brings more values to, to the customers. Okay. So the customer is always at the center of a proposition of a service provider and trying to adopt the methodology and also the, the value that pure as inside by design in the technology is, is for us very, very, very important and very, very strategic because, because with like a glass, we can, our self transfer try to transfer the values of pure, pure technologies to our service provider client. >>Okay. Matta, let's wrap and talk about sort of near term 2023 and then longer term it looks like sustainability is a topic that's here to stay. Unlike when we were putting alligator clips on storage arrays, trying to help customers get rebates that just didn't have legs. It was too complicated. Now it's a, a topic that everybody's measuring. What's next for elec in its sustainability journey? What advice would you might have? Sustainability leaders that wanna make a meaningful impact on the environment, but also on the bottom line. >>Okay, so sustainability is fortunately a widely spread concept. And our role in, in this great game is to define a strategy, align with the common and fundamentals goals for the future of planet and capable of expressing our inclination and the, and the particularities and accessibility goals in the near future. I, I say, I can say that are will be basically free one define sustainability plan. Okay? It's fundamentals to define a sustainability plan. Then it's very important to monitor the its emissions and we will calculate our carbon footprint. Okay? And least button list produces certifiable and comprehensive sustainability report with respect to the demands of customers, suppliers, and also partners. Okay. So I can say that this three target will be our direction in the, in the future. Okay. >>Yeah. So I mean, pretty straightforward. Make a plan. You gotta monitor and measure, you can't improve what you can't measure. So you gonna set a baseline, you're gonna report on that. Yep. You're gonna analyze the data and you're gonna make continuous improvement. >>Yep. >>Matea, thanks so much for joining us today in sharing your perspectives from the, the northern part of Italy. Really appreciate it. >>Yeah, thank you for having aboard. Thank you very >>Much. It was really our pleasure. Okay, in a moment, I'm gonna be back to wrap up the program and share some resources that could be valuable in your sustainability journey. Keep it right there. >>Sustainability is becoming increasingly important and is hitting more RFPs than ever before as a critical decision point for customers. Environmental benefits are not the only impetus. Rather bottom line cost savings are proving that sustainability actually means better business. You can make a strong business case around sustainability and you should, many more organizations are setting mid and long-term goals for sustainability and putting forth published metrics for shareholders and customers. Whereas early green IT initiatives at the beginning of this century, were met with skepticism and somewhat disappointing results. Today, vendor r and d is driving innovation in system design, semiconductor advancements, automation in machine intelligence that's really beginning to show tangible results. Thankfully. Now remember, all these videos are available on demand@thecube.net. So check them out at your convenience and don't forget to go to silicon angle.com for all the enterprise tech news of the day. You also want to check out pure storage.com. >>There are a ton of resources there. As an aside, pure is the only company I can recall to allow you to access resources like a Gartner Magic Quadrant without forcing you to fill out a lead gen form. So thank you for that. Pure storage, I love that. There's no squeeze page on that. No friction. It's kind of on brand there for pure well done. But to the topic today, sustainability, there's some really good information on the site around esg, Pure's Environmental, social and Governance mission. So there's more in there than just sustainability. You'll see some transparent statistics on things like gender and ethnic diversity, and of course you'll see that Pure has some work to do there. But kudos for publishing those stats transparently and setting goals so we can track your progress. And there's plenty on the sustainability topic as well, including some competitive benchmarks, which are interesting to look at and may give you some other things to think about. We hope you've enjoyed the path to Sustainable it made possible by Pure Storage produced with the Cube, your leader in enterprise and emerging tech, tech coverage.
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trend, of course, was the cloud model, you know, kind of became a benchmark for it. And then you had innovations like flash storage, which largely eliminated the We hope you enjoyed the program today. At Pure Storage, the opportunity for change and our commitment to a sustainable future Very pleased to be joined by Nicole Johnson, the head of Social What can you tell me what nuggets are in this report? And so, you know, there was some thought that perhaps that might play into AMEA And so, you know, we often hear from customers that What are some of the things that you received despite so many people saying sustainability, And so, you know, we know that to curb the that had closer alignment between the sustainability folks and the IT folks were farther along So, and that, you know, that's now almost three years ago, digital data the respondents to the survey we were discussing, we do And it's great to see the data demonstrating our Scope one and two emissions, which is our own office, our utilities, you know, those, It sounds like you really dialed in on where is the biggest decisions are going to be and helping you to guide sustainable decision My last question for you goes back to that report. And so, you know, especially if you're in a, in a location Nicole, thank you so much for joining me on the program today, it's great to have you back on the program. pure AJ about the role that technology plays in organizations achieving sustainability it's on Facebook or Twitter or you know, your email, people are constantly interacting with you know, tamp down the data center, energy consumption, sorry, you were saying, We expect that you are gonna deliver these relevant, the explosion is to the point where, in fact, if you just recently was in the news that Ireland went So a lot of silos, you know, a lot of inefficiency across the silos. So aj, talk to me about some of the steps that Pure is implementing as its chief product officer. In fact, 80% of leadership at companies, you know, CEOs and senior executives say they've teams and challenge their IT teams to continue to lead, you know, To your point, it needs to be able to deliver this, but it's, it's a board level objective We're seeing increasingly, especially in Europe with the, you know, the war in Ukraine and the the back end, you know, reduction in e-waste and those kind of things. that on its own, the customer doesn't have to be involved in that. they don't even, we tell them, Hey, you know, that part's about to go, we're gonna come in, we're gonna swap it out and, companies can take to get started and maybe accelerate that journey as it's becoming climate the biggest area of focus that could contribute a lot towards, you know, making an impact in, So that way you don't have systems sitting idle waiting for you to consume more, and the cultural thing is how do you actually begin to have sustainability become But I'm also glad that you brought up culture that's And so obviously, you know, the advice is gonna come from, you know, it comes down to if that is, you know, seeping into the culture, into your core ethos, it's been so great to have you on the program talking about what PEER is doing to help organizations really are a direct reflection of the way we've always operated and the values we live by every We're back talking about the path to sustainable it and now we're gonna get the perspective from All right, before we jump in, tell us a little bit more about Elec Informatica. in the IT area. right now in, in Europe with the, you know, the energy challenges you've talked about things sustainability governance in the company based on stakeholder engagement, You know, that strategy, you know, how has it affected your business in terms of the evolution? Our green data center, you of, of, of an all flash array versus, you know, the spinning disc and it was a big impact. And so of course you have to manage a grade oil deploy of the facilities of using technology from our that competitor was not, you know, a 2010 spinning disc system. So the customer is always at the center of a proposition What advice would you might have? monitor the its emissions and we will calculate our So you gonna set a baseline, you're gonna report on that. the northern part of Italy. Yeah, thank you for having aboard. Okay, in a moment, I'm gonna be back to wrap up the program and share some resources case around sustainability and you should, many more organizations are setting mid can recall to allow you to access resources like a Gartner Magic Quadrant without forcing
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Breaking Analysis: Supercloud is becoming a thing
>> From The Cube studios in Palo Alto, in Boston, bringing you data driven insights from the cube and ETR. This is breaking analysis with Dave Vellante. >> Last year, we noted in a breaking analysis that the cloud ecosystem is innovating beyond the idea or notion of multi-cloud. We've said for years that multi-cloud is really not a strategy but rather a symptom of multi-vendor. And we coined this term supercloud to describe an abstraction layer that lives above the hyperscale infrastructure that hides the underlying complexities, the APIs, and the primitives of each of the respective clouds. It interconnects whether it's On-Prem, AWS, Azure, Google, stretching out to the edge and creates a value layer on top of that. So our vision is that supercloud is more than running an individual service in cloud native mode within an individual individual cloud rather it's this new layer that builds on top of the hyperscalers. And does things irrespective of location adds value and we'll get into that in more detail. Now it turns out that we weren't the only ones thinking about this, not surprisingly, the majority of the technology ecosystem has been working towards this vision in various forms, including some examples that actually don't try to hide the underlying primitives. And we'll talk about that, but give a consistent experience across the DevSecOps tool chain. Hello, and welcome to this week's Wikibon, Cube insights powered by ETR. In this breaking analysis, we're going to share some recent examples and direct quotes about supercloud from the many Cube guests that we've had on over the last several weeks and months. And we've been trying to test this concept of supercloud. Is it technically feasible? Is it business rational? Is there business case for it? And we'll also share some recent ETR data to put this into context with some of the players that we think are going after this opportunity and where they are in their supercloud build out. And as you can see I'm not in the studio, everybody's got COVID so the studios shut down temporarily but breaking analysis continues. So here we go. Now, first thing is we uncovered an article from earlier this year by Lori MacVittie, is entitled, Supercloud: The 22 Answer to Multi-Cloud Challenges. What a great title. Of course we love it. Now, what really interested us here is not just the title, but the notion that it really doesn't matter what it's called, who cares? Supercloud, distributed cloud, someone even called it Metacloud recently, and we'll get into that. But Lori is a technologist. She's a developer by background. She works at F-Five and she's partial to the supercloud definition that was put forth by Cornell. You can see it here. That's a cloud architecture that enables application migration as a service across different availability zones or cloud providers, et cetera. And that the supercloud provides interfaces to allocate, migrate and terminate resources... And can span all major public cloud providers as well as private clouds. Now, of course, we would take that as well to the edge. So sure. That sounds about right and provides further confirmation that something new is really happening out there. And that was our initial premise when we put this fourth last year. Now we want to dig deeper and hear from the many Cube guests that we've interviewed recently probing about this topic. We're going to start with Chuck Whitten. He's Dell's new Co-COO and most likely part of the Dell succession plan, many years down the road hopefully. He coined the phrase multi-cloud by default versus multi-cloud by design. And he provides a really good business perspective. He's not a deep technologist. We're going to hear from Chuck a couple of times today including one where John Furrier asks him about leveraging hyperscale CapEx. That's an important concept that's fundamental to supercloud. Now, Ashesh Badani heads products at Red Hat and he talks about what he calls Metacloud. Again, it doesn't matter to us what you call it but it's the ecosystem gathering and innovating and we're going to get his perspective. Now we have a couple of clips from Danny Allan. He is the CTO of Veeam. He's a deep technologist and super into the weeds, which we love. And he talks about how Veeam abstracts the cloud layer. Again, a concept that's fundamental to supercloud and he describes what a supercloud is to him. And we also bring with Danny the edge discussion to the conversation. Now the bottom line from Danny is we want to know is supercloud technically feasible? And is it a thing? And then we have Jeff Clarke. Jeff Clark is the Co-COO and Vice Chairman of Dell super experienced individual. He lays out his vision of supercloud and what John Furrier calls a business operating system. You're going to hear from John a couple times. And he, Jeff Clark has a dropped the mic moment, where he says, if we can do this X, we'll describe what X is, it's game over. Okay. So of course we wanted to then go to HPE, one of Dell's biggest competitors and Patrick Osborne is the vice president of the storage business unit at Hewlett Packet Enterprise. And so given Jeff Clarke's game over strategy, we want to understand how HPE sees supercloud. And the bottom line, according to Patrick Osborne is that it's real. So you'll hear from him. And now Raghu Raghuram is the CEO of VMware. He threw a curve ball at this supercloud concept. And he flat out says, no, we don't want to hide the underlying primitives. We want to give developers access to those. We want to create a consistent developer experience in that DevsSecOps tool chain and Kubernetes runtime environments, and connect all the elements in the application development stack. So that's a really interesting perspective that Raghu brings. And then we end on Itzik Reich. Itzik is a technologist and a technical team leader who's worked as a go between customers and product developers for a number of years. And we asked Itzik, is supercloud technically feasible and will it be a reality? So let's hear from these experts and you can decide for yourselves how real supercloud is today and where it is, run the sizzle >> Operative phrase is multi-cloud by default that's kind of the buzz from your keynote. What do you mean by that? >> Well, look, customers have woken up with multiple clouds, multiple public clouds, On-Premise clouds increasingly as the edge becomes much more a reality for customers clouds at the edge. And so that's what we mean by multi-cloud by default. It's not yet been designed strategically. I think our argument yesterday was, it can be and it should be. It is a very logical place for architecture to land because ultimately customers want the innovation across all of the hyperscale public clouds. They will see workloads and use cases where they want to maintain an On-Premise cloud, On-Premise clouds are not going away, I mentioned edge clouds, so it should be strategic. It's just not today. It doesn't work particularly well today. So when we say multi-cloud by default we mean that's the state of the world today. Our goal is to bring multi-cloud by design as you heard. >> Really great question, actually, since you and I talked, Dave, I've been spending some time noodling just over that. And you're right. There's probably some terminology, something that will get developed either by us or in collaboration with the industry. Where we sort of almost have the next almost like a Metacloud that we're working our way towards. >> So we manage both the snapshots and we convert it into the Veeam portable data format. And here's where the supercloud comes into play. Because if I can convert it into the Veeam portable data format, I can move that OS anywhere. I can move it from physical to virtual, to cloud, to another cloud, back to virtual, I can put it back on physical if I want to. It actually abstracts the cloud layer. There are things that we do when we go between cloud some use BIOS, some use UEFI, but we have the data in backup format, not snapshot format, that's theirs, but we have it in backup format that we can move around and abstract workloads across all of the infrastructure. >> And your catalog is control in control of that. Is that right? Am I thinking about that the right way? >> Yeah it is, 100%. And you know what's interesting about our catalog, Dave, the catalog is inside the backup. Yes. So here's, what's interesting about the edge, two things, on the edge you don't want to have any state, if you can help it. And so containers help with that You can have stateless environments, some persistent data storage But we not not only provide the portability in operating systems, we also do this for containers. And that's true. If you go to the cloud and you're using say EKS with relational database services RDS for the persistent data later, we can pick that up and move it to GKE or move it to OpenShift On-Premises. And so that's why I call this the supercloud, we have all of this data. Actually, I think you termed the term supercloud. >> Yeah. But thank you for... I mean, I'm looking for a confirmation from a technologist that it's technically feasible. >> It is technically feasible and you can do it today. >> You said also technology and business models are tied together and enabler. If you believe that then you have to believe that it's a business operating system that they want. They want to leverage whatever they can. And at the end of the day, they have to differentiate what they do. >> Well, that's exactly right. If I take that in what Dave was saying and I summarize it the following way, if we can take these cloud assets and capabilities, combine them in an orchestrated way to deliver a distributed platform, game over. >> We have a number of platforms that are providing whether it's compute or networking or storage, running those workloads that they plum up into the cloud they have an operational experience in the cloud and they now they have data services that are running in the cloud for us in GreenLake. So it's a reality, we have a number of platforms that support that. We're going to have a a set of big announcements coming up at HPE Discover. So we led with Electra and we have a block service. We have VM backup as a service and DR on top of that. So that's something that we're providing today. GreenLake has over, I think it's actually over 60 services right now that we're providing in the GreenLake platform itself. Everything from security, single sign on, customer IDs, everything. So it's real. We have the proofpoint for it. >> Yeah. So I want to clarify something that you said because this tends to be very commonly confused by customers. I use the word abstraction. And usually when people think of abstraction, they think it hides capabilities of the cloud providers. That's not what we are trying to do. In fact, that's the last thing we are trying to do. What we are trying to do is to provide a consistent developer experience regardless of where you want to build your application. So that you can use the cloud provider services if that's what you want to use. But the DevSecOp tool chain, the runtime environment which turns out to be Kubernetes and how you control the Kubernetes environment, how do you manage and secure and connect all of these things. Those are the places where we are adding the value. And so really the VMware value proposition is you can build on the cloud of your choice but providing these consistent elements, number one, you can make better use of us, your scarce developer or operator resources and expertise. And number two, you can move faster. And number three, you can just spend less as a result of this. So that's really what we are trying to do. We are not... So I just wanted to clarify the word abstraction. In terms of where are we? We are still, I would say, in the early stages. So if you look at what customers are trying to do, they're trying to build these greenfield applications. And there is an entire ecosystem emerging around Kubernetes. There is still, Kubernetes is not a developer platform. The developer experience on top of Kubernetes is highly inconsistent. And so those are some of the areas where we are introducing new innovations with our Tanzu Application Platform. And then if you take enterprise applications, what does it take to have enterprise applications running all the time be entirely secure, et cetera. >> Well, look, the multi-cloud by default today are isolated clouds. They don't work together. Your data is siloed. It's locked up and it is expensive to move and make sense of it. So I think the word you and I were batting around before, this is an interconnected tissue. That's what the world needs. They need the clouds to work together as a single platform. That's the problem that we're trying to solve. And you saw it in some of our announcements here that we're starting to make steps on that journey to make multi-cloud work together much simpler. >> It's interesting, you mentioned the hyperscalers and all that CapEx investments. Why wouldn't you want to take advantage of a cloud and build on the CapEx and then ultimately have the solutions machine learning as one area. You see some specialization with the clouds. But you start to see the rise of superclouds, Dave calls them, and that's where you can innovate on a cloud then go to the multiple clouds. Snowflakes is one, we see a lot of examples of supercloud... >> Project Alpine was another one. I mean, it's early, but it's its clearly where you're going. The technology is just starting to come around. I mean it's real. >> Yeah. I mean, why wouldn't you want to take advantage of all of the cloud innovation out there? >> Is that something that's, that supercloud idea is a reality from a technologist perspective. >> I think it is. So for example Katie Gordon, which I believe you've interviewed earlier this week, was demonstrating the Kubernetes data mobility aspect which is another project. That's exactly part of the it's rationale, the rationale of customers being able to move some of their Kubernetes workloads to the cloud and back and between different clouds. Why are we doing? Because customers wants to have the ability to move between different cloud providers, using a common API that will be able to orchestrate all of those things with a self-service that may be offered via the APEX console itself. So it's all around enabling developers and meeting them where they are today and also meeting them into tomorrow's world where they actually may have changed their mind to do those things. So yes we are walking on all of those different aspects. >> Okay. Let's take a quick look at some of the ETR data. This is an X-Y graph. You've seen it a number of times on breaking analysis, it plots the net score or spending momentum on the Y-axis and overlap or pervasiveness in the ETR dataset on the X-axis, used to be called market share. I think that term was off putting to some people, but anyway it's an indicator of presence in the dataset. Now that red dotted line that's rarefied air where anything above that line is considered highly elevated. Now you can see we've plotted Azure and AWS in the upper right. GCP is in there and Kubernetes. We've done that as reference points. They're not necessarily building supercloud platforms. We'll see if they ever want to do so. And Kubernetes of course not a company, but we put 'em in there for context. And we've cherry picked a few players that we believe are building out or are important for supercloud build out. Let's start with Snowflake. We've talked a lot about this company. You can see they're highly elevated on the vertical axis. We see the data cloud as a supercloud in the making. You've got pure storage in there. They made the public, the early part of its supercloud journey at Accelerate 2019 when it unveiled a hybrid block storage service inside of AWS, it connects its On-Prem to AWS and creates that singular experience for pure customers. We see Hashi, HashiCorp as an enabling infrastructure, as code. So they're enabling infrastructure as code across different clouds and different locations. You see Nutanix. They're embarking on their multi-cloud strategy but it's doing so in a way that we think is supercloud, like now. Now Veeam, we were just at VeeamON. And this company has tied Dell for the number one revenue player in data protection. That's according to IDC. And we don't think it won't be long before it holds that position alone at the top as it's growing faster than in Dell in the space. We'll see, Dell is kind of waking up a little bit and putting more resource on that. But Veeam, they're a pure play vendor in data protection. And you heard their CTO, Danny Allan's view on Supercloud, they're doing it today. And we heard extensive comments as well from Dell that's clearly where they're headed, project Alpine was an early example from Dell technologies world of Supercloud in our view. And HPE with GreenLake. Finally beginning to talk about that cross cloud experience. I think it in initially HPE has been more focused on the private cloud, we'll continue to probe. We'll be at HPE discover later on the spring, actually end of June. And we'll continue to probe to see what HPE is doing specifically with GreenLake. Now, finally, Cisco, we put them on the chart. We don't have direct quotes from recent shows and events but this data really shows you the size of Cisco's footprint within the ETR data set that's on the X-axis. Now the cut of this ETR data includes all sectors across the ETR taxonomy which is not something that we commonly show but you can see the magnitude of Cisco's presence. It's impressive. Now, they had better, Cisco that is, had better be building out a supercloud in our view or they're going to be left behind. And I'm quite certain that they're actually going to do so. So we have a lot of evidence that we're putting forth here and seeing in the marketplace what we said last year, the ecosystem is take taking shape, supercloud is forming and becoming a thing. And really in our view, is the future of cloud. But there are always risks to these predictive scenarios and we want to acknowledge those. So first, look, we could end up with a bunch of bespoke superclouds. Now one supercloud is better than three separate cloud native services that do fundamentally the same thing from the same vendor. One for AWS, one for GCP and one for Azure. So maybe that's not all that bad. But to point number two, we hope there evolves a set of open standards for self-service infrastructure, federated governance, and data sharing that will evolve as a horizontal layer versus a set of proprietary vendor specific tools. Now, maybe a company like Veeam will provide that as a data management layer or some of Veeam's competitors or maybe it'll emerge again as open source. As well, and this next point, we see the potential for edge disruptions, changing the economics of the data center. Edge in fact could evolve on its own, independent of the cloud. In fact, David Floria sees the edge somewhat differently from Danny Allan. Floria says he sees a requirement for distributed stateful environments that are ephemeral where recovery is built in. And I said, David, stateful? Ephemeral? Stateful ephemeral? Isn't that an oxymoron? And he responded that, look, if it's not ephemeral the costs are going to be prohibitive. He said the biggest mistake the companies could make is thinking that the edge is simply an extension of their current cloud strategies. We're seeing that a lot. Dell largely talks about the edge as retail. Now, and Telco is a little bit different, but back to Floria's comments, he feels companies have to completely reimagine an integrated file and recovery system which is much more data efficient. And he believes that the technology will evolve with massive volumes and eventually seep into enterprise cloud and distributed data centers with better economics. In other words, as David Michelle recently wrote, we're about 15 years into the most recent cloud cycle and history shows that every 15 years or so, something new comes along that is a blind spot and highly disruptive to existing leaders. So number four here is really important. Remember, in 2007 before AWS introduced the modern cloud, IBM outpost, sorry, IBM outspent Amazon and Google and RND and CapEx and was really comparable to Microsoft. But instead of inventing cloud, IBM spent hundreds of billions of dollars on stock buybacks and dividends. And so our view is that innovation rewards leaders. And while it's not without risks, it's what powers the technology industry it always has and likely always will. So we'll be watching that very closely, how companies choose to spend their free cash flow. Okay. That's it for now. Thanks for watching this episode of The Cube Insights, powered by ETR. Thanks to Stephanie Chan who does some of the background research? Alex Morrison is on production and is going to compile all this stuff. Thank you, Alex. We're all remote this week. Kristen Nicole and Cheryl Knight do Cube distribution and social distribution and get the word out, so thank you. Robert Hof is our editor in chief. Don't forget the checkout etr.ai for all the survey action. Remember I publish each week on wikibon.com and siliconangle.com and you can check out all the breaking analysis podcasts. All you can do is search breaking analysis podcast so you can pop in the headphones and listen while you're on a walk. You can email me at david.vellante@siliconangle.com. If you want to get in touch or DM me at DVellante, you can always hit me up into a comment on our LinkedIn posts. This is Dave Vellante. Thank you for watching this episode of break analysis, stay safe, be well and we'll see you next time. (upbeat music)
SUMMARY :
insights from the cube and ETR. And that the supercloud that's kind of the buzz from your keynote. across all of the something that will get developed all of the infrastructure. Is that right? for the persistent data later, from a technologist that and you can do it today. And at the end of the day, and I summarize it the following way, experience in the cloud And so really the VMware value proposition They need the clouds to work and build on the CapEx starting to come around. of all of the cloud innovation out there? Is that something that's, That's exactly part of the it's rationale, And he believes that the
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DockerCon2021 Keynote
>>Individuals create developers, translate ideas to code, to create great applications and great applications. Touch everyone. A Docker. We know that collaboration is key to your innovation sharing ideas, working together. Launching the most secure applications. Docker is with you wherever your team innovates, whether it be robots or autonomous cars, we're doing research to save lives during a pandemic, revolutionizing, how to buy and sell goods online, or even going into the unknown frontiers of space. Docker is launching innovation everywhere. Join us on the journey to build, share, run the future. >>Hello and welcome to Docker con 2021. We're incredibly excited to have more than 80,000 of you join us today from all over the world. As it was last year, this year at DockerCon is 100% virtual and 100% free. So as to enable as many community members as possible to join us now, 100%. Virtual is also an acknowledgement of the continuing global pandemic in particular, the ongoing tragedies in India and Brazil, the Docker community is a global one. And on behalf of all Dr. Khan attendees, we are donating $10,000 to UNICEF support efforts to fight the virus in those countries. Now, even in those regions of the world where the pandemic is being brought under control, virtual first is the new normal. It's been a challenging transition. This includes our team here at Docker. And we know from talking with many of you that you and your developer teams are challenged by this as well. So to help application development teams better collaborate and ship faster, we've been working on some powerful new features and we thought it would be fun to start off with a demo of those. How about it? Want to have a look? All right. Then no further delay. I'd like to introduce Youi Cal and Ben, gosh, over to you and Ben >>Morning, Ben, thanks for jumping on real quick. >>Have you seen the email from Scott? The one about updates and the docs landing page Smith, the doc combat and more prominence. >>Yeah. I've got something working on my local machine. I haven't committed anything yet. I was thinking we could try, um, that new Docker dev environments feature. >>Yeah, that's cool. So if you hit the share button, what I should do is it will take all of your code and the dependencies and the image you're basing it on and wrap that up as one image for me. And I can then just monitor all my machines that have been one click, like, and then have it side by side, along with the changes I've been looking at as well, because I was also having a bit of a look and then I can really see how it differs to what I'm doing. Maybe I can combine it to do the best of both worlds. >>Sounds good. Uh, let me get that over to you, >>Wilson. Yeah. If you pay with the image name, I'll get that started up. >>All right. Sen send it over >>Cheesy. Okay, great. Let's have a quick look at what you he was doing then. So I've been messing around similar to do with the batter. I've got movie at the top here and I think it looks pretty cool. Let's just grab that image from you. Pick out that started on a dev environment. What this is doing. It's just going to grab the image down, which you can take all of the code, the dependencies only get brunches working on and I'll get that opened up in my idea. Ready to use. It's a here close. We can see our environment as my Molly image, just coming down there and I've got my new idea. >>We'll load this up and it'll just connect to my dev environment. There we go. It's connected to the container. So we're working all in the container here and now give it a moment. What we'll do is we'll see what changes you've been making as well on the code. So it's like she's been working on a landing page as well, and it looks like she's been changing the banner as well. So let's get this running. Let's see what she's actually doing and how it looks. We'll set up our checklist and then we'll see how that works. >>Great. So that's now rolling. So let's just have a look at what you use doing what changes she had made. Compare those to mine just jumped back into my dev container UI, see that I've got both of those running side by side with my changes and news changes. Okay. So she's put Molly up there rather than mobi or somebody had the same idea. So I think in a way I can make us both happy. So if we just jumped back into what we'll do, just add Molly and Moby and here I'll save that. And what we can see is, cause I'm just working within the container rather than having to do sort of rebuild of everything or serve, or just reload my content. No, that's straight the page. So what I can then do is I can come up with my browser here. Once that's all refreshed, refresh the page once hopefully, maybe twice, we should then be able to see your refresh it or should be able to see that we get Malia mobi come up. So there we go, got Molly mobi. So what we'll do now is we'll describe that state. It sends us our image and then we'll just create one of those to share with URI or share. And we'll get a link for that. I guess we'll send that back over to you. >>So I've had a look at what you were doing and I'm actually going to change. I think that might work for both of us. I wondered if you could take a look at it. If I send it over. >>Sounds good. Let me grab the link. >>Yeah, it's a dev environment link again. So if you just open that back in the doc dashboard, it should be able to open up the code that I've changed and then just run it in the same way you normally do. And that shouldn't interrupt what you're already working on because there'll be able to run side by side with your other brunch. You already got, >>Got it. Got it. Loading here. Well, that's great. It's Molly and movie together. I love it. I think we should ship it. >>Awesome. I guess it's chip it and get on with the rest of.com. Wasn't that cool. Thank you Joey. Thanks Ben. Everyone we'll have more of this later in the keynote. So stay tuned. Let's say earlier, we've all been challenged by this past year, whether the COVID pandemic, the complete evaporation of customer demand in many industries, unemployment or business bankruptcies, we all been touched in some way. And yet, even to miss these tragedies last year, we saw multiple sources of hope and inspiration. For example, in response to COVID we saw global communities, including the tech community rapidly innovate solutions for analyzing the spread of the virus, sequencing its genes and visualizing infection rates. In fact, if all in teams collaborating on solutions for COVID have created more than 1,400 publicly shareable images on Docker hub. As another example, we all witnessed the historic landing and exploration of Mars by the perseverance Rover and its ingenuity drone. >>Now what's common in these examples, these innovative and ambitious accomplishments were made possible not by any single individual, but by teams of individuals collaborating together. The power of teams is why we've made development teams central to Docker's mission to build tools and content development teams love to help them get their ideas from code to cloud as quickly as possible. One of the frictions we've seen that can slow down to them in teams is that the path from code to cloud can be a confusing one, riddle with multiple point products, tools, and images that need to be integrated and maintained an automated pipeline in order for teams to be productive. That's why a year and a half ago we refocused Docker on helping development teams make sense of all this specifically, our goal is to provide development teams with the trusted content, the sharing capabilities and the pipeline integrations with best of breed third-party tools to help teams ship faster in short, to provide a collaborative application development platform. >>Everything a team needs to build. Sharon run create applications. Now, as I noted earlier, it's been a challenging year for everyone on our planet and has been similar for us here at Docker. Our team had to adapt to working from home local lockdowns caused by the pandemic and other challenges. And despite all this together with our community and ecosystem partners, we accomplished many exciting milestones. For example, in open source together with the community and our partners, we open sourced or made major contributions to many projects, including OCI distribution and the composed plugins building on these open source projects. We had powerful new capabilities to the Docker product, both free and subscription. For example, support for WSL two and apple, Silicon and Docker, desktop and vulnerability scanning audit logs and image management and Docker hub. >>And finally delivering an easy to use well-integrated development experience with best of breed tools and content is only possible through close collaboration with our ecosystem partners. For example, this last year we had over 100 commercialized fees, join our Docker verified publisher program and over 200 open source projects, join our Docker sponsored open source program. As a result of these efforts, we've seen some exciting growth in the Docker community in the 12 months since last year's Docker con for example, the number of registered developers grew 80% to over 8 million. These developers created many new images increasing the total by 56% to almost 11 million. And the images in all these repositories were pulled by more than 13 million monthly active IP addresses totaling 13 billion pulls a month. Now while the growth is exciting by Docker, we're even more excited about the stories we hear from you and your development teams about how you're using Docker and its impact on your businesses. For example, cancer researchers and their bioinformatics development team at the Washington university school of medicine needed a way to quickly analyze their clinical trial results and then share the models, the data and the analysis with other researchers they use Docker because it gives them the ease of use choice of pipeline tools and speed of sharing so critical to their research. And most importantly to the lives of their patients stay tuned for another powerful customer story later in the keynote from Matt fall, VP of engineering at Oracle insights. >>So with this last year behind us, what's next for Docker, but challenge you this last year of force changes in how development teams work, but we felt for years to come. And what we've learned in our discussions with you will have long lasting impact on our product roadmap. One of the biggest takeaways from those discussions that you and your development team want to be quicker to adapt, to changes in your environment so you can ship faster. So what is DACA doing to help with this first trusted content to own the teams that can focus their energies on what is unique to their businesses and spend as little time as possible on undifferentiated work are able to adapt more quickly and ship faster in order to do so. They need to be able to trust other components that make up their app together with our partners. >>Docker is doubling down and providing development teams with trusted content and the tools they need to use it in their applications. Second, remote collaboration on a development team, asking a coworker to take a look at your code used to be as easy as swiveling their chair around, but given what's happened in the last year, that's no longer the case. So as you even been hinted in the demo at the beginning, you'll see us deliver more capabilities for remote collaboration within a development team. And we're enabling development team to quickly adapt to any team configuration all on prem hybrid, all work from home, helping them remain productive and focused on shipping third ecosystem integrations, those development teams that can quickly take advantage of innovations throughout the ecosystem. Instead of getting locked into a single monolithic pipeline, there'll be the ones able to deliver amps, which impact their businesses faster. >>So together with our ecosystem partners, we are investing in more integrations with best of breed tools, right? Integrated automated app pipelines. Furthermore, we'll be writing more public API APIs and SDKs to enable ecosystem partners and development teams to roll their own integrations. We'll be sharing more details about remote collaboration and ecosystem integrations. Later in the keynote, I'd like to take a moment to share with Docker and our partners are doing for trusted content, providing development teams, access to content. They can trust, allows them to focus their coding efforts on what's unique and differentiated to that end Docker and our partners are bringing more and more trusted content to Docker hub Docker official images are 160 images of popular upstream open source projects that serve as foundational building blocks for any application. These include operating systems, programming, languages, databases, and more. Furthermore, these are updated patch scan and certified frequently. So I said, no image is older than 30 days. >>Docker verified publisher images are published by more than 100 commercialized feeds. The image Rebos are explicitly designated verify. So the developers searching for components for their app know that the ISV is actively maintaining the image. Docker sponsored open source projects announced late last year features images for more than 200 open source communities. Docker sponsors these communities through providing free storage and networking resources and offering their community members unrestricted access repos for businesses allow businesses to update and share their apps privately within their organizations using role-based access control and user authentication. No, and finally, public repos for communities enable community projects to be freely shared with anonymous and authenticated users alike. >>And for all these different types of content, we provide services for both development teams and ISP, for example, vulnerability scanning and digital signing for enhanced security search and filtering for discoverability packaging and updating services and analytics about how these products are being used. All this trusted content, we make available to develop teams for them directly to discover poll and integrate into their applications. Our goal is to meet development teams where they live. So for those organizations that prefer to manage their internal distribution of trusted content, we've collaborated with leading container registry partners. We announced our partnership with J frog late last year. And today we're very pleased to announce our partnerships with Amazon and Miranda's for providing an integrated seamless experience for joint for our joint customers. Lastly, the container images themselves and this end to end flow are built on open industry standards, which provided all the teams with flexibility and choice trusted content enables development teams to rapidly build. >>As I let them focus on their unique differentiated features and use trusted building blocks for the rest. We'll be talking more about trusted content as well as remote collaboration and ecosystem integrations later in the keynote. Now ecosystem partners are not only integral to the Docker experience for development teams. They're also integral to a great DockerCon experience, but please join me in thanking our Dr. Kent on sponsors and checking out their talks throughout the day. I also want to thank some others first up Docker team. Like all of you this last year has been extremely challenging for us, but the Docker team rose to the challenge and worked together to continue shipping great product, the Docker community of captains, community leaders, and contributors with your welcoming newcomers, enthusiasm for Docker and open exchanges of best practices and ideas talker, wouldn't be Docker without you. And finally, our development team customers. >>You trust us to help you build apps. Your businesses rely on. We don't take that trust for granted. Thank you. In closing, we often hear about the tenant's developer capable of great individual feeds that can transform project. But I wonder if we, as an industry have perhaps gotten this wrong by putting so much emphasis on weight, on the individual as discussed at the beginning, great accomplishments like innovative responses to COVID-19 like landing on Mars are more often the results of individuals collaborating together as a team, which is why our mission here at Docker is delivered tools and content developers love to help their team succeed and become 10 X teams. Thanks again for joining us, we look forward to having a great DockerCon with you today, as well as a great year ahead of us. Thanks and be well. >>Hi, I'm Dana Lawson, VP of engineering here at get hub. And my job is to enable this rich interconnected community of builders and makers to build even more and hopefully have a great time doing it in order to enable the best platform for developers, which I know is something we are all passionate about. We need to partner across the ecosystem to ensure that developers can have a great experience across get hub and all the tools that they want to use. No matter what they are. My team works to build the tools and relationships to make that possible. I am so excited to join Scott on this virtual stage to talk about increasing developer velocity. So let's dive in now, I know this may be hard for some of you to believe, but as a former CIS admin, some 21 years ago, working on sense spark workstations, we've come such a long way for random scripts and desperate systems that we've stitched together to this whole inclusive developer workflow experience being a CIS admin. >>Then you were just one piece of the siloed experience, but I didn't want to just push code to production. So I created scripts that did it for me. I taught myself how to code. I was the model lazy CIS admin that got dangerous and having pushed a little too far. I realized that working in production and building features is really a team sport that we had the opportunity, all of us to be customer obsessed today. As developers, we can go beyond the traditional dev ops mindset. We can really focus on adding value to the customer experience by ensuring that we have work that contributes to increasing uptime via and SLS all while being agile and productive. We get there. When we move from a pass the Baton system to now having an interconnected developer workflow that increases velocity in every part of the cycle, we get to work better and smarter. >>And honestly, in a way that is so much more enjoyable because we automate away all the mundane and manual and boring tasks. So we get to focus on what really matters shipping, the things that humans get to use and love. Docker has been a big part of enabling this transformation. 10, 20 years ago, we had Tomcat containers, which are not Docker containers. And for y'all hearing this the first time go Google it. But that was the way we built our applications. We had to segment them on the server and give them resources. Today. We have Docker containers, these little mini Oasys and Docker images. You can do it multiple times in an orchestrated manner with the power of actions enabled and Docker. It's just so incredible what you can do. And by the way, I'm showing you actions in Docker, which I hope you use because both are great and free for open source. >>But the key takeaway is really the workflow and the automation, which you certainly can do with other tools. Okay, I'm going to show you just how easy this is, because believe me, if this is something I can learn and do anybody out there can, and in this demo, I'll show you about the basic components needed to create and use a package, Docker container actions. And like I said, you won't believe how awesome the combination of Docker and actions is because you can enable your workflow to do no matter what you're trying to do in this super baby example. We're so small. You could take like 10 seconds. Like I am here creating an action due to a simple task, like pushing a message to your logs. And the cool thing is you can use it on any the bit on this one. Like I said, we're going to use push. >>You can do, uh, even to order a pizza every time you roll into production, if you wanted, but at get hub, that'd be a lot of pizzas. And the funny thing is somebody out there is actually tried this and written that action. If you haven't used Docker and actions together, check out the docs on either get hub or Docker to get you started. And a huge shout out to all those doc writers out there. I built this demo today using those instructions. And if I can do it, I know you can too, but enough yapping let's get started to save some time. And since a lot of us are Docker and get hub nerds, I've already created a repo with a Docker file. So we're going to skip that step. Next. I'm going to create an action's Yammel file. And if you don't Yammer, you know, actions, the metadata defines my important log stuff to capture and the input and my time out per parameter to pass and puts to the Docker container, get up a build image from your Docker file and run the commands in a new container. >>Using the Sigma image. The cool thing is, is you can use any Docker image in any language for your actions. It doesn't matter if it's go or whatever in today's I'm going to use a shell script and an input variable to print my important log stuff to file. And like I said, you know me, I love me some. So let's see this action in a workflow. When an action is in a private repo, like the one I demonstrating today, the action can only be used in workflows in the same repository, but public actions can be used by workflows in any repository. So unfortunately you won't get access to the super awesome action, but don't worry in the Guild marketplace, there are over 8,000 actions available, especially the most important one, that pizza action. So go try it out. Now you can do this in a couple of ways, whether you're doing it in your preferred ID or for today's demo, I'm just going to use the gooey. I'm going to navigate to my actions tab as I've done here. And I'm going to in my workflow, select new work, hello, probably load some workflows to Claire to get you started, but I'm using the one I've copied. Like I said, the lazy developer I am in. I'm going to replace it with my action. >>That's it. So now we're going to go and we're going to start our commitment new file. Now, if we go over to our actions tab, we can see the workflow in progress in my repository. I just click the actions tab. And because they wrote the actions on push, we can watch the visualization under jobs and click the job to see the important stuff we're logging in the input stamp in the printed log. And we'll just wait for this to run. Hello, Mona and boom. Just like that. It runs automatically within our action. We told it to go run as soon as the files updated because we're doing it on push merge. That's right. Folks in just a few minutes, I built an action that writes an entry to a log file every time I push. So I don't have to do it manually. In essence, with automation, you can be kind to your future self and save time and effort to focus on what really matters. >>Imagine what I could do with even a little more time, probably order all y'all pieces. That is the power of the interconnected workflow. And it's amazing. And I hope you all go try it out, but why do we care about all of that? Just like in the demo, I took a manual task with both tape, which both takes time and it's easy to forget and automated it. So I don't have to think about it. And it's executed every time consistently. That means less time for me to worry about my human errors and mistakes, and more time to focus on actually building the cool stuff that people want. Obviously, automation, developer productivity, but what is even more important to me is the developer happiness tools like BS, code actions, Docker, Heroku, and many others reduce manual work, which allows us to focus on building things that are awesome. >>And to get into that wonderful state that we call flow. According to research by UC Irvine in Humboldt university in Germany, it takes an average of 23 minutes to enter optimal creative state. What we call the flow or to reenter it after distraction like your dog on your office store. So staying in flow is so critical to developer productivity and as a developer, it just feels good to be cranking away at something with deep focus. I certainly know that I love that feeling intuitive collaboration and automation features we built in to get hub help developer, Sam flow, allowing you and your team to do so much more, to bring the benefits of automation into perspective in our annual October's report by Dr. Nicole, Forsgren. One of my buddies here at get hub, took a look at the developer productivity in the stork year. You know what we found? >>We found that public GitHub repositories that use the Automational pull requests, merge those pull requests. 1.2 times faster. And the number of pooled merged pull requests increased by 1.3 times, that is 34% more poor requests merged. And other words, automation can con can dramatically increase, but the speed and quantity of work completed in any role, just like an open source development, you'll work more efficiently with greater impact when you invest the bulk of your time in the work that adds the most value and eliminate or outsource the rest because you don't need to do it, make the machines by elaborate by leveraging automation in their workflows teams, minimize manual work and reclaim that time for innovation and maintain that state of flow with development and collaboration. More importantly, their work is more enjoyable because they're not wasting the time doing the things that the machines or robots can do for them. >>And I remember what I said at the beginning. Many of us want to be efficient, heck even lazy. So why would I spend my time doing something I can automate? Now you can read more about this research behind the art behind this at October set, get hub.com, which also includes a lot of other cool info about the open source ecosystem and how it's evolving. Speaking of the open source ecosystem we at get hub are so honored to be the home of more than 65 million developers who build software together for everywhere across the globe. Today, we're seeing software development taking shape as the world's largest team sport, where development teams collaborate, build and ship products. It's no longer a solo effort like it was for me. You don't have to take my word for it. Check out this globe. This globe shows real data. Every speck of light you see here represents a contribution to an open source project, somewhere on earth. >>These arts reach across continents, cultures, and other divides. It's distributed collaboration at its finest. 20 years ago, we had no concept of dev ops, SecOps and lots, or the new ops that are going to be happening. But today's development and ops teams are connected like ever before. This is only going to continue to evolve at a rapid pace, especially as we continue to empower the next hundred million developers, automation helps us focus on what's important and to greatly accelerate innovation. Just this past year, we saw some of the most groundbreaking technological advancements and achievements I'll say ever, including critical COVID-19 vaccine trials, as well as the first power flight on Mars. This past month, these breakthroughs were only possible because of the interconnected collaborative open source communities on get hub and the amazing tools and workflows that empower us all to create and innovate. Let's continue building, integrating, and automating. So we collectively can give developers the experience. They deserve all of the automation and beautiful eye UIs that we can muster so they can continue to build the things that truly do change the world. Thank you again for having me today, Dr. Khan, it has been a pleasure to be here with all you nerds. >>Hello. I'm Justin. Komack lovely to see you here. Talking to developers, their world is getting much more complex. Developers are being asked to do everything security ops on goal data analysis, all being put on the rockers. Software's eating the world. Of course, and this all make sense in that view, but they need help. One team. I told you it's shifted all our.net apps to run on Linux from windows, but their developers found the complexity of Docker files based on the Linux shell scripts really difficult has helped make these things easier for your teams. Your ones collaborate more in a virtual world, but you've asked us to make this simpler and more lightweight. You, the developers have asked for a paved road experience. You want things to just work with a simple options to be there, but it's not just the paved road. You also want to be able to go off-road and do interesting and different things. >>Use different components, experiments, innovate as well. We'll always offer you both those choices at different times. Different developers want different things. It may shift for ones the other paved road or off road. Sometimes you want reliability, dependability in the zone for day to day work, but sometimes you have to do something new, incorporate new things in your pipeline, build applications for new places. Then you knew those off-road abilities too. So you can really get under the hood and go and build something weird and wonderful and amazing. That gives you new options. Talk as an independent choice. We don't own the roads. We're not pushing you into any technology choices because we own them. We're really supporting and driving open standards, such as ISEI working opensource with the CNCF. We want to help you get your applications from your laptops, the clouds, and beyond, even into space. >>Let's talk about the key focus areas, that frame, what DACA is doing going forward. These are simplicity, sharing, flexibility, trusted content and care supply chain compared to building where the underlying kernel primitives like namespaces and Seagraves the original Docker CLI was just amazing Docker engine. It's a magical experience for everyone. It really brought those innovations and put them in a world where anyone would use that, but that's not enough. We need to continue to innovate. And it was trying to get more done faster all the time. And there's a lot more we can do. We're here to take complexity away from deeply complicated underlying things and give developers tools that are just amazing and magical. One of the area we haven't done enough and make things magical enough that we're really planning around now is that, you know, Docker images, uh, they're the key parts of your application, but you know, how do I do something with an image? How do I, where do I attach volumes with this image? What's the API. Whereas the SDK for this image, how do I find an example or docs in an API driven world? Every bit of software should have an API and an API description. And our vision is that every container should have this API description and the ability for you to understand how to use it. And it's all a seamless thing from, you know, from your code to the cloud local and remote, you can, you can use containers in this amazing and exciting way. >>One thing I really noticed in the last year is that companies that started off remote fast have constant collaboration. They have zoom calls, apron all day terminals, shattering that always working together. Other teams are really trying to learn how to do this style because they didn't start like that. We used to walk around to other people's desks or share services on the local office network. And it's very difficult to do that anymore. You want sharing to be really simple, lightweight, and informal. Let me try your container or just maybe let's collaborate on this together. Um, you know, fast collaboration on the analysts, fast iteration, fast working together, and he wants to share more. You want to share how to develop environments, not just an image. And we all work by seeing something someone else in our team is doing saying, how can I do that too? I can, I want to make that sharing really, really easy. Ben's going to talk about this more in the interest of one minute. >>We know how you're excited by apple. Silicon and gravis are not excited because there's a new architecture, but excited because it's faster, cooler, cheaper, better, and offers new possibilities. The M one support was the most asked for thing on our public roadmap, EFA, and we listened and share that we see really exciting possibilities, usership arm applications, all the way from desktop to production. We know that you all use different clouds and different bases have deployed to, um, you know, we work with AWS and Azure and Google and more, um, and we want to help you ship on prime as well. And we know that you use huge number of languages and the containers help build applications that use different languages for different parts of the application or for different applications, right? You can choose the best tool. You have JavaScript hat or everywhere go. And re-ask Python for data and ML, perhaps getting excited about WebAssembly after hearing about a cube con, you know, there's all sorts of things. >>So we need to make that as easier. We've been running the whole month of Python on the blog, and we're doing a month of JavaScript because we had one specific support about how do I best put this language into production of that language into production. That detail is important for you. GPS have been difficult to use. We've added GPS suppose in desktop for windows, but we know there's a lot more to do to make the, how multi architecture, multi hardware, multi accelerator world work better and also securely. Um, so there's a lot more work to do to support you in all these things you want to do. >>How do we start building a tenor has applications, but it turns out we're using existing images as components. I couldn't assist survey earlier this year, almost half of container image usage was public images rather than private images. And this is growing rapidly. Almost all software has open source components and maybe 85% of the average application is open source code. And what you're doing is taking whole container images as modules in your application. And this was always the model with Docker compose. And it's a model that you're already et cetera, writing you trust Docker, official images. We know that they might go to 25% of poles on Docker hub and Docker hub provides you the widest choice and the best support that trusted content. We're talking to people about how to make this more helpful. We know, for example, that winter 69 four is just showing us as support, but the image doesn't yet tell you that we're working with canonical to improve messaging from specific images about left lifecycle and support. >>We know that you need more images, regularly updated free of vulnerabilities, easy to use and discover, and Donnie and Marie neuro, going to talk about that more this last year, the solar winds attack has been in the, in the news. A lot, the software you're using and trusting could be compromised and might be all over your organization. We need to reduce the risk of using vital open-source components. We're seeing more software supply chain attacks being targeted as the supply chain, because it's often an easier place to attack and production software. We need to be able to use this external code safely. We need to, everyone needs to start from trusted sources like photography images. They need to scan for known vulnerabilities using Docker scan that we built in partnership with sneak and lost DockerCon last year, we need just keep updating base images and dependencies, and we'll, we're going to help you have the control and understanding about your images that you need to do this. >>And there's more, we're also working on the nursery V2 project in the CNCF to revamp container signings, or you can tell way or software comes from we're working on tooling to make updates easier, and to help you understand and manage all the principals carrier you're using security is a growing concern for all of us. It's really important. And we're going to help you work with security. We can't achieve all our dreams, whether that's space travel or amazing developer products ever see without deep partnerships with our community to cloud is RA and the cloud providers aware most of you ship your occasion production and simple routes that take your work and deploy it easily. Reliably and securely are really important. Just get into production simply and easily and securely. And we've done a bunch of work on that. And, um, but we know there's more to do. >>The CNCF on the open source cloud native community are an amazing ecosystem of creators and lovely people creating an amazing strong community and supporting a huge amount of innovation has its roots in the container ecosystem and his dreams beyond that much of the innovation is focused around operate experience so far, but developer experience is really a growing concern in that community as well. And we're really excited to work on that. We also uses appraiser tool. Then we know you do, and we know that you want it to be easier to use in your environment. We just shifted Docker hub to work on, um, Kubernetes fully. And, um, we're also using many of the other projects are Argo from atheists. We're spending a lot of time working with Microsoft, Amazon right now on getting natural UV to ready to ship in the next few. That's a really detailed piece of collaboration we've been working on for a long term. Long time is really important for our community as the scarcity of the container containers and, um, getting content for you, working together makes us stronger. Our community is made up of all of you have. Um, it's always amazing to be reminded of that as a huge open source community that we already proud to work with. It's an amazing amount of innovation that you're all creating and where perhaps it, what with you and share with you as well. Thank you very much. And thank you for being here. >>Really excited to talk to you today and share more about what Docker is doing to help make you faster, make your team faster and turn your application delivery into something that makes you a 10 X team. What we're hearing from you, the developers using Docker everyday fits across three common themes that we hear consistently over and over. We hear that your time is super important. It's critical, and you want to move faster. You want your tools to get out of your way, and instead to enable you to accelerate and focus on the things you want to be doing. And part of that is that finding great content, great application components that you can incorporate into your apps to move faster is really hard. It's hard to discover. It's hard to find high quality content that you can trust that, you know, passes your test and your configuration needs. >>And it's hard to create good content as well. And you're looking for more safety, more guardrails to help guide you along that way so that you can focus on creating value for your company. Secondly, you're telling us that it's a really far to collaborate effectively with your team and you want to do more, to work more effectively together to help your tools become more and more seamless to help you stay in sync, both with yourself across all of your development environments, as well as with your teammates so that you can more effectively collaborate together. Review each other's work, maintain things and keep them in sync. And finally, you want your applications to run consistently in every single environment, whether that's your local development environment, a cloud-based development environment, your CGI pipeline, or the cloud for production, and you want that micro service to provide that consistent experience everywhere you go so that you have similar tools, similar environments, and you don't need to worry about things getting in your way, but instead things make it easy for you to focus on what you wanna do and what Docker is doing to help solve all of these problems for you and your colleagues is creating a collaborative app dev platform. >>And this collaborative application development platform consists of multiple different pieces. I'm not going to walk through all of them today, but the overall view is that we're providing all the tooling you need from the development environment, to the container images, to the collaboration services, to the pipelines and integrations that enable you to focus on making your applications amazing and changing the world. If we start zooming on a one of those aspects, collaboration we hear from developers regularly is that they're challenged in synchronizing their own setups across environments. They want to be able to duplicate the setup of their teammates. Look, then they can easily get up and running with the same applications, the same tooling, the same version of the same libraries, the same frameworks. And they want to know if their applications are good before they're ready to share them in an official space. >>They want to collaborate on things before they're done, rather than feeling like they have to officially published something before they can effectively share it with others to work on it, to solve this. We're thrilled today to announce Docker, dev environments, Docker, dev environments, transform how your team collaborates. They make creating, sharing standardized development environments. As simple as a Docker poll, they make it easy to review your colleagues work without affecting your own work. And they increase the reproducibility of your own work and decreased production issues in doing so because you've got consistent environments all the way through. Now, I'm going to pass it off to our principal product manager, Ben Gotch to walk you through more detail on Docker dev environments. >>Hi, I'm Ben. I work as a principal program manager at DACA. One of the areas that doc has been looking at to see what's hard today for developers is sharing changes that you make from the inner loop where the inner loop is a better development, where you write code, test it, build it, run it, and ultimately get feedback on those changes before you merge them and try and actually ship them out to production. Most amount of us build this flow and get there still leaves a lot of challenges. People need to jump between branches to look at each other's work. Independence. Dependencies can be different when you're doing that and doing this in this new hybrid wall of work. Isn't any easier either the ability to just save someone, Hey, come and check this out. It's become much harder. People can't come and sit down at your desk or take your laptop away for 10 minutes to just grab and look at what you're doing. >>A lot of the reason that development is hard when you're remote, is that looking at changes and what's going on requires more than just code requires all the dependencies and everything you've got set up and that complete context of your development environment, to understand what you're doing and solving this in a remote first world is hard. We wanted to look at how we could make this better. Let's do that in a way that let you keep working the way you do today. Didn't want you to have to use a browser. We didn't want you to have to use a new idea. And we wanted to do this in a way that was application centric. We wanted to let you work with all the rest of the application already using C for all the services and all those dependencies you need as part of that. And with that, we're excited to talk more about docket developer environments, dev environments are new part of the Docker experience that makes it easier you to get started with your whole inner leap, working inside a container, then able to share and collaborate more than just the code. >>We want it to enable you to share your whole modern development environment, your whole setup from DACA, with your team on any operating system, we'll be launching a limited beta of dev environments in the coming month. And a GA dev environments will be ID agnostic and supporting composts. This means you'll be able to use an extend your existing composed files to create your own development environment in whatever idea, working in dev environments designed to be local. First, they work with Docker desktop and say your existing ID, and let you share that whole inner loop, that whole development context, all of your teammates in just one collect. This means if you want to get feedback on the working progress change or the PR it's as simple as opening another idea instance, and looking at what your team is working on because we're using compose. You can just extend your existing oppose file when you're already working with, to actually create this whole application and have it all working in the context of the rest of the services. >>So it's actually the whole environment you're working with module one service that doesn't really understand what it's doing alone. And with that, let's jump into a quick demo. So you can see here, two dev environments up and running. First one here is the same container dev environment. So if I want to go into that, let's see what's going on in the various code button here. If that one open, I can get straight into my application to start making changes inside that dev container. And I've got all my dependencies in here, so I can just run that straight in that second application I have here is one that's opened up in compose, and I can see that I've also got my backend, my front end and my database. So I've got all my services running here. So if I want, I can open one or more of these in a dev environment, meaning that that container has the context that dev environment has the context of the whole application. >>So I can get back into and connect to all the other services that I need to test this application properly, all of them, one unit. And then when I've made my changes and I'm ready to share, I can hit my share button type in the refund them on to share that too. And then give that image to someone to get going, pick that up and just start working with that code and all my dependencies, simple as putting an image, looking ahead, we're going to be expanding development environments, more of your dependencies for the whole developer worst space. We want to look at backing up and letting you share your volumes to make data science and database setups more repeatable and going. I'm still all of this under a single workspace for your team containing images, your dev environments, your volumes, and more we've really want to allow you to create a fully portable Linux development environment. >>So everyone you're working with on any operating system, as I said, our MVP we're coming next month. And that was for vs code using their dev container primitive and more support for other ideas. We'll follow to find out more about what's happening and what's coming up next in the future of this. And to actually get a bit of a deeper dive in the experience. Can we check out the talk I'm doing with Georgie and girl later on today? Thank you, Ben, amazing story about how Docker is helping to make developer teams more collaborative. Now I'd like to talk more about applications while the dev environment is like the workbench around what you're building. The application itself has all the different components, libraries, and frameworks, and other code that make up the application itself. And we hear developers saying all the time things like, how do they know if their images are good? >>How do they know if they're secure? How do they know if they're minimal? How do they make great images and great Docker files and how do they keep their images secure? And up-to-date on every one of those ties into how do I create more trust? How do I know that I'm building high quality applications to enable you to do this even more effectively than today? We are pleased to announce the DACA verified polisher program. This broadens trusted content by extending beyond Docker official images, to give you more and more trusted building blocks that you can incorporate into your applications. It gives you confidence that you're getting what you expect because Docker verifies every single one of these publishers to make sure they are who they say they are. This improves our secure supply chain story. And finally it simplifies your discovery of the best building blocks by making it easy for you to find things that you know, you can trust so that you can incorporate them into your applications and move on and on the right. You can see some examples of the publishers that are involved in Docker, official images and our Docker verified publisher program. Now I'm pleased to introduce you to marina. Kubicki our senior product manager who will walk you through more about what we're doing to create a better experience for you around trust. >>Thank you, Dani, >>Mario Andretti, who is a famous Italian sports car driver. One said that if everything feels under control, you're just not driving. You're not driving fast enough. Maya Andretti is not a software developer and a software developers. We know that no matter how fast we need to go in order to drive the innovation that we're working on, we can never allow our applications to spin out of control and a Docker. As we continue talking to our, to the developers, what we're realizing is that in order to reach that speed, the developers are the, the, the development community is looking for the building blocks and the tools that will, they will enable them to drive at the speed that they need to go and have the trust in those building blocks. And in those tools that they will be able to maintain control over their applications. So as we think about some of the things that we can do to, to address those concerns, uh, we're realizing that we can pursue them in a number of different venues, including creating reliable content, including creating partnerships that expands the options for the reliable content. >>Um, in order to, in a we're looking at creating integrations, no link security tools, talk about the reliable content. The first thing that comes to mind are the Docker official images, which is a program that we launched several years ago. And this is a set of curated, actively maintained, open source images that, uh, include, uh, operating systems and databases and programming languages. And it would become immensely popular for, for, for creating the base layers of, of the images of, of the different images, images, and applications. And would we realizing that, uh, many developers are, instead of creating something from scratch, basically start with one of the official images for their basis, and then build on top of that. And this program has become so popular that it now makes up a quarter of all of the, uh, Docker poles, which essentially ends up being several billion pulse every single month. >>As we look beyond what we can do for the open source. Uh, we're very ability on the open source, uh, spectrum. We are very excited to announce that we're launching the Docker verified publishers program, which is continuing providing the trust around the content, but now working with, uh, some of the industry leaders, uh, in multiple, in multiple verticals across the entire technology technical spec, it costs entire, uh, high tech in order to provide you with more options of the images that you can use for building your applications. And it still comes back to trust that when you are searching for content in Docker hub, and you see the verified publisher badge, you know, that this is, this is the content that, that is part of the, that comes from one of our partners. And you're not running the risk of pulling the malicious image from an employee master source. >>As we look beyond what we can do for, for providing the reliable content, we're also looking at some of the tools and the infrastructure that we can do, uh, to create a security around the content that you're creating. So last year at the last ad, the last year's DockerCon, we announced partnership with sneak. And later on last year, we launched our DACA, desktop and Docker hub vulnerability scans that allow you the options of writing scans in them along multiple points in your dev cycle. And in addition to providing you with information on the vulnerability on, on the vulnerabilities, in, in your code, uh, it also provides you with a guidance on how to re remediate those vulnerabilities. But as we look beyond the vulnerability scans, we're also looking at some of the other things that we can do, you know, to, to, to, uh, further ensure that the integrity and the security around your images, your images, and with that, uh, later on this year, we're looking to, uh, launch the scope, personal access tokens, and instead of talking about them, I will simply show you what they look like. >>So if you can see here, this is my page in Docker hub, where I've created a four, uh, tokens, uh, read-write delete, read, write, read only in public read in public creeper read only. So, uh, earlier today I went in and I, I logged in, uh, with my read only token. And when you see, when I'm going to pull an image, it's going to allow me to pull an image, not a problem success. And then when I do the next step, I'm going to ask to push an image into the same repo. Uh, would you see is that it's going to give me an error message saying that they access is denied, uh, because there is an additional authentication required. So these are the things that we're looking to add to our roadmap. As we continue thinking about the things that we can do to provide, um, to provide additional building blocks, content, building blocks, uh, and, and, and tools to build the trust so that our DACA developer and skinned code faster than Mario Andretti could ever imagine. Uh, thank you to >>Thank you, marina. It's amazing what you can do to improve the trusted content so that you can accelerate your development more and move more quickly, move more collaboratively and build upon the great work of others. Finally, we hear over and over as that developers are working on their applications that they're looking for, environments that are consistent, that are the same as production, and that they want their applications to really run anywhere, any environment, any architecture, any cloud one great example is the recent announcement of apple Silicon. We heard from developers on uproar that they needed Docker to be available for that architecture before they could add those to it and be successful. And we listened. And based on that, we are pleased to share with you Docker, desktop on apple Silicon. This enables you to run your apps consistently anywhere, whether that's developing on your team's latest dev hardware, deploying an ARM-based cloud environments and having a consistent architecture across your development and production or using multi-year architecture support, which enables your whole team to collaborate on its application, using private repositories on Docker hub, and thrilled to introduce you to Hughie cower, senior director for product management, who will walk you through more of what we're doing to create a great developer experience. >>Senior director of product management at Docker. And I'd like to jump straight into a demo. This is the Mac mini with the apple Silicon processor. And I want to show you how you can now do an end-to-end arm workflow from my M one Mac mini to raspberry PI. As you can see, we have vs code and Docker desktop installed on a, my, the Mac mini. I have a small example here, and I have a raspberry PI three with an led strip, and I want to turn those LEDs into a moving rainbow. This Dockerfile here, builds the application. We build the image with the Docker, build X command to make the image compatible for all raspberry pies with the arm. 64. Part of this build is built with the native power of the M one chip. I also add the push option to easily share the image with my team so they can give it a try to now Dr. >>Creates the local image with the application and uploads it to Docker hub after we've built and pushed the image. We can go to Docker hub and see the new image on Docker hub. You can also explore a variety of images that are compatible with arm processors. Now let's go to the raspberry PI. I have Docker already installed and it's running Ubuntu 64 bit with the Docker run command. I can run the application and let's see what will happen from there. You can see Docker is downloading the image automatically from Docker hub and when it's running, if it's works right, there are some nice colors. And with that, if we have an end-to-end workflow for arm, where continuing to invest into providing you a great developer experience, that's easy to install. Easy to get started with. As you saw in the demo, if you're interested in the new Mac, mini are interested in developing for our platforms in general, we've got you covered with the same experience you've come to expect from Docker with over 95,000 arm images on hub, including many Docker official images. >>We think you'll find what you're looking for. Thank you again to the community that helped us to test the tech previews. We're so delighted to hear when folks say that the new Docker desktop for apple Silicon, it just works for them, but that's not all we've been working on. As Dani mentioned, consistency of developer experience across environments is so important. We're introducing composed V2 that makes compose a first-class citizen in the Docker CLI you no longer need to install a separate composed biter in order to use composed, deploying to production is simpler than ever with the new compose integration that enables you to deploy directly to Amazon ECS or Azure ACI with the same methods you use to run your application locally. If you're interested in running slightly different services, when you're debugging versus testing or, um, just general development, you can manage that all in one place with the new composed service to hear more about what's new and Docker desktop, please join me in the three 15 breakout session this afternoon. >>And now I'd love to tell you a bit more about bill decks and convince you to try it. If you haven't already it's our next gen build command, and it's no longer experimental as shown in the demo with built X, you'll be able to do multi architecture builds, share those builds with your team and the community on Docker hub. With build X, you can speed up your build processes with remote caches or build all the targets in your composed file in parallel with build X bake. And there's so much more if you're using Docker, desktop or Docker, CE you can use build X checkout tonus is talk this afternoon at three 45 to learn more about build X. And with that, I hope everyone has a great Dr. Khan and back over to you, Donnie. >>Thank you UA. It's amazing to hear about what we're doing to create a better developer experience and make sure that Docker works everywhere you need to work. Finally, I'd like to wrap up by showing you everything that we've announced today and everything that we've done recently to make your lives better and give you more and more for the single price of your Docker subscription. We've announced the Docker verified publisher program we've announced scoped personal access tokens to make it easier for you to have a secure CCI pipeline. We've announced Docker dev environments to improve your collaboration with your team. Uh, we shared with you Docker, desktop and apple Silicon, to make sure that, you know, Docker runs everywhere. You need it to run. And we've announced Docker compose version two, finally making it a first-class citizen amongst all the other great Docker tools. And we've done so much more recently as well from audit logs to advanced image management, to compose service profiles, to improve where you can run Docker more easily. >>Finally, as we look forward, where we're headed in the upcoming year is continuing to invest in these themes of helping you build, share, and run modern apps more effectively. We're going to be doing more to help you create a secure supply chain with which only grows more and more important as time goes on. We're going to be optimizing your update experience to make sure that you can easily understand the current state of your application, all its components and keep them all current without worrying about breaking everything as you're doing. So we're going to make it easier for you to synchronize your work. Using cloud sync features. We're going to improve collaboration through dev environments and beyond, and we're going to do make it easy for you to run your microservice in your environments without worrying about things like architecture or differences between those environments. Thank you so much. I'm thrilled about what we're able to do to help make your lives better. And now you're going to be hearing from one of our customers about what they're doing to launch their business with Docker >>I'm Matt Falk, I'm the head of engineering and orbital insight. And today I want to talk to you a little bit about data from space. So who am I like many of you, I'm a software developer and a software developer about seven companies so far, and now I'm a head of engineering. So I spend most of my time doing meetings, but occasionally I'll still spend time doing design discussions, doing code reviews. And in my free time, I still like to dabble on things like project oiler. So who's Oberlin site. What do we do? Portal insight is a large data supplier and analytics provider where we take data geospatial data anywhere on the planet, any overhead sensor, and translate that into insights for the end customer. So specifically we have a suite of high performance, artificial intelligence and machine learning analytics that run on this geospatial data. >>And we build them to specifically determine natural and human service level activity anywhere on the planet. What that really means is we take any type of data associated with a latitude and longitude and we identify patterns so that we can, so we can detect anomalies. And that's everything that we do is all about identifying those patterns to detect anomalies. So more specifically, what type of problems do we solve? So supply chain intelligence, this is one of the use cases that we we'd like to talk about a lot. It's one of our main primary verticals that we go after right now. And as Scott mentioned earlier, this had a huge impact last year when COVID hit. So specifically supply chain intelligence is all about identifying movement patterns to and from operating facilities to identify changes in those supply chains. How do we do this? So for us, we can do things where we track the movement of trucks. >>So identifying trucks, moving from one location to another in aggregate, same thing we can do with foot traffic. We can do the same thing for looking at aggregate groups of people moving from one location to another and analyzing their patterns of life. We can look at two different locations to determine how people are moving from one location to another, or going back and forth. All of this is extremely valuable for detecting how a supply chain operates and then identifying the changes to that supply chain. As I said last year with COVID, everything changed in particular supply chains changed incredibly, and it was hugely important for customers to know where their goods or their products are coming from and where they were going, where there were disruptions in their supply chain and how that's affecting their overall supply and demand. So to use our platform, our suite of tools, you can start to gain a much better picture of where your suppliers or your distributors are going from coming from or going to. >>So what's our team look like? So my team is currently about 50 engineers. Um, we're spread into four different teams and the teams are structured like this. So the first team that we have is infrastructure engineering and this team largely deals with deploying our Dockers using Kubernetes. So this team is all about taking Dockers, built by other teams, sometimes building the Dockers themselves and putting them into our production system, our platform engineering team, they produce these microservices. So they produce microservice, Docker images. They develop and test with them locally. Their entire environments are dockerized. They produce these doctors, hand them over to him for infrastructure engineering to be deployed. Similarly, our product engineering team does the same thing. They develop and test with Dr. Locally. They also produce a suite of Docker images that the infrastructure team can then deploy. And lastly, we have our R and D team, and this team specifically produces machine learning algorithms using Nvidia Docker collectively, we've actually built 381 Docker repositories and 14 million. >>We've had 14 million Docker pools over the lifetime of the company, just a few stats about us. Um, but what I'm really getting to here is you can see actually doctors becoming almost a form of communication between these teams. So one of the paradigms in software engineering that you're probably familiar with encapsulation, it's really helpful for a lot of software engineering problems to break the problem down, isolate the different pieces of it and start building interfaces between the code. This allows you to scale different pieces of the platform or different pieces of your code in different ways that allows you to scale up certain pieces and keep others at a smaller level so that you can meet customer demands. And for us, one of the things that we can largely do now is use Dockers as that interface. So instead of having an entire platform where all teams are talking to each other, and everything's kind of, mishmashed in a monolithic application, we can now say this team is only able to talk to this team by passing over a particular Docker image that defines the interface of what needs to be built before it passes to the team and really allows us to scalp our development and be much more efficient. >>Also, I'd like to say we are hiring. Um, so we have a number of open roles. We have about 30 open roles in our engineering team that we're looking to fill by the end of this year. So if any of this sounds really interesting to you, please reach out after the presentation. >>So what does our platform do? Really? Our platform allows you to answer any geospatial question, and we do this at three different inputs. So first off, where do you want to look? So we did this as what we call an AOI or an area of interest larger. You can think of this as a polygon drawn on the map. So we have a curated data set of almost 4 million AOIs, which you can go and you can search and use for your analysis, but you're also free to build your own. Second question is what you want to look for. We do this with the more interesting part of our platform of our machine learning and AI capabilities. So we have a suite of algorithms that automatically allow you to identify trucks, buildings, hundreds of different types of aircraft, different types of land use, how many people are moving from one location to another different locations that people in a particular area are moving to or coming from all of these different analyses or all these different analytics are available at the click of a button, and then determine what you want to look for. >>Lastly, you determine when you want to find what you're looking for. So that's just, uh, you know, do you want to look for the next three hours? Do you want to look for the last week? Do you want to look every month for the past two, whatever the time cadence is, you decide that you hit go and out pops a time series, and that time series tells you specifically where you want it to look what you want it to look for and how many, or what percentage of the thing you're looking for appears in that area. Again, we do all of this to work towards patterns. So we use all this data to produce a time series from there. We can look at it, determine the patterns, and then specifically identify the anomalies. As I mentioned with supply chain, this is extremely valuable to identify where things change. So we can answer these questions, looking at a particular operating facility, looking at particular, what is happening with the level of activity is at that operating facility where people are coming from, where they're going to, after visiting that particular facility and identify when and where that changes here, you can just see it's a picture of our platform. It's actually showing all the devices in Manhattan, um, over a period of time. And it's more of a heat map view. So you can actually see the hotspots in the area. >>So really the, and this is the heart of the talk, but what happened in 2020? So for men, you know, like many of you, 2020 was a difficult year COVID hit. And that changed a lot of what we're doing, not from an engineering perspective, but also from an entire company perspective for us, the motivation really became to make sure that we were lowering our costs and increasing innovation simultaneously. Now those two things often compete with each other. A lot of times you want to increase innovation, that's going to increase your costs, but the challenge last year was how to do both simultaneously. So here's a few stats for you from our team. In Q1 of last year, we were spending almost $600,000 per month on compute costs prior to COVID happening. That wasn't hugely a concern for us. It was a lot of money, but it wasn't as critical as it was last year when we really needed to be much more efficient. >>Second one is flexibility for us. We were deployed on a single cloud environment while we were cloud thought ready, and that was great. We want it to be more flexible. We want it to be on more cloud environments so that we could reach more customers. And also eventually get onto class side networks, extending the base of our customers as well from a custom analytics perspective. This is where we get into our traction. So last year, over the entire year, we computed 54,000 custom analytics for different users. We wanted to make sure that this number was steadily increasing despite us trying to lower our costs. So we didn't want the lowering cost to come as the sacrifice of our user base. Lastly, of particular percentage here that I'll say definitely needs to be improved is 75% of our projects never fail. So this is where we start to get into a bit of stability of our platform. >>Now I'm not saying that 25% of our projects fail the way we measure this is if you have a particular project or computation that runs every day and any one of those runs sale account, that is a failure because from an end-user perspective, that's an issue. So this is something that we know we needed to improve on and we needed to grow and make our platform more stable. I'm going to something that we really focused on last year. So where are we now? So now coming out of the COVID valley, we are starting to soar again. Um, we had, uh, back in April of last year, we had the entire engineering team. We actually paused all development for about four weeks. You had everyone focused on reducing our compute costs in the cloud. We got it down to 200 K over the period of a few months. >>And for the next 12 months, we hit that number every month. This is huge for us. This is extremely important. Like I said, in the COVID time period where costs and operating efficiency was everything. So for us to do that, that was a huge accomplishment last year and something we'll keep going forward. One thing I would actually like to really highlight here, two is what allowed us to do that. So first off, being in the cloud, being able to migrate things like that, that was one thing. And we were able to use there's different cloud services in a more particular, in a more efficient way. We had a very detailed tracking of how we were spending things. We increased our data retention policies. We optimized our processing. However, one additional piece was switching to new technologies on, in particular, we migrated to get lab CICB. >>Um, and this is something that the costs we use Docker was extremely, extremely easy. We didn't have to go build new new code containers or repositories or change our code in order to do this. We were simply able to migrate the containers over and start using a new CIC so much. In fact, that we were able to do that migration with three engineers in just two weeks from a cloud environment and flexibility standpoint, we're now operating in two different clouds. We were able to last night, I've over the last nine months to operate in the second cloud environment. And again, this is something that Docker helped with incredibly. Um, we didn't have to go and build all new interfaces to all new, different services or all different tools in the next cloud provider. All we had to do was build a base cloud infrastructure that ups agnostic the way, all the different details of the cloud provider. >>And then our doctors just worked. We can move them to another environment up and running, and our platform was ready to go from a traction perspective. We're about a third of the way through the year. At this point, we've already exceeded the amount of customer analytics we produce last year. And this is thanks to a ton more albums, that whole suite of new analytics that we've been able to build over the past 12 months and we'll continue to build going forward. So this is really, really great outcome for us because we were able to show that our costs are staying down, but our analytics and our customer traction, honestly, from a stability perspective, we improved from 75% to 86%, not quite yet 99 or three nines or four nines, but we are getting there. Um, and this is actually thanks to really containerizing and modularizing different pieces of our platform so that we could scale up in different areas. This allowed us to increase that stability. This piece of the code works over here, toxin an interface to the rest of the system. We can scale this piece up separately from the rest of the system, and that allows us much more easily identify issues in the system, fix those and then correct the system overall. So basically this is a summary of where we were last year, where we are now and how much more successful we are now because of the issues that we went through last year and largely brought on by COVID. >>But that this is just a screenshot of the, our, our solution actually working on supply chain. So this is in particular, it is showing traceability of a distribution warehouse in salt lake city. It's right in the center of the screen here. You can see the nice kind of orange red center. That's a distribution warehouse and all the lines outside of that, all the dots outside of that are showing where people are, where trucks are moving from that location. So this is really helpful for supply chain companies because they can start to identify where their suppliers are, are coming from or where their distributors are going to. So with that, I want to say, thanks again for following along and enjoy the rest of DockerCon.
SUMMARY :
We know that collaboration is key to your innovation sharing And we know from talking with many of you that you and your developer Have you seen the email from Scott? I was thinking we could try, um, that new Docker dev environments feature. So if you hit the share button, what I should do is it will take all of your code and the dependencies and Uh, let me get that over to you, All right. It's just going to grab the image down, which you can take all of the code, the dependencies only get brunches working It's connected to the container. So let's just have a look at what you use So I've had a look at what you were doing and I'm actually going to change. Let me grab the link. it should be able to open up the code that I've changed and then just run it in the same way you normally do. I think we should ship it. For example, in response to COVID we saw global communities, including the tech community rapidly teams make sense of all this specifically, our goal is to provide development teams with the trusted We had powerful new capabilities to the Docker product, both free and subscription. And finally delivering an easy to use well-integrated development experience with best of breed tools and content And what we've learned in our discussions with you will have long asking a coworker to take a look at your code used to be as easy as swiveling their chair around, I'd like to take a moment to share with Docker and our partners are doing for trusted content, providing development teams, and finally, public repos for communities enable community projects to be freely shared with anonymous Lastly, the container images themselves and this end to end flow are built on open industry standards, but the Docker team rose to the challenge and worked together to continue shipping great product, the again for joining us, we look forward to having a great DockerCon with you today, as well as a great year So let's dive in now, I know this may be hard for some of you to believe, I taught myself how to code. And by the way, I'm showing you actions in Docker, And the cool thing is you can use it on any And if I can do it, I know you can too, but enough yapping let's get started to save Now you can do this in a couple of ways, whether you're doing it in your preferred ID or for today's In essence, with automation, you can be kind to your future self And I hope you all go try it out, but why do we care about all of that? And to get into that wonderful state that we call flow. and eliminate or outsource the rest because you don't need to do it, make the machines Speaking of the open source ecosystem we at get hub are so to be here with all you nerds. Komack lovely to see you here. We want to help you get your applications from your laptops, And it's all a seamless thing from, you know, from your code to the cloud local And we all And we know that you use So we need to make that as easier. We know that they might go to 25% of poles we need just keep updating base images and dependencies, and we'll, we're going to help you have the control to cloud is RA and the cloud providers aware most of you ship your occasion production Then we know you do, and we know that you want it to be easier to use in your It's hard to find high quality content that you can trust that, you know, passes your test and your configuration more guardrails to help guide you along that way so that you can focus on creating value for your company. that enable you to focus on making your applications amazing and changing the world. Now, I'm going to pass it off to our principal product manager, Ben Gotch to walk you through more doc has been looking at to see what's hard today for developers is sharing changes that you make from the inner dev environments are new part of the Docker experience that makes it easier you to get started with your whole inner leap, We want it to enable you to share your whole modern development environment, your whole setup from DACA, So you can see here, So I can get back into and connect to all the other services that I need to test this application properly, And to actually get a bit of a deeper dive in the experience. Docker official images, to give you more and more trusted building blocks that you can incorporate into your applications. We know that no matter how fast we need to go in order to drive The first thing that comes to mind are the Docker official images, And it still comes back to trust that when you are searching for content in And in addition to providing you with information on the vulnerability on, So if you can see here, this is my page in Docker hub, where I've created a four, And based on that, we are pleased to share with you Docker, I also add the push option to easily share the image with my team so they can give it a try to now continuing to invest into providing you a great developer experience, a first-class citizen in the Docker CLI you no longer need to install a separate composed And now I'd love to tell you a bit more about bill decks and convince you to try it. image management, to compose service profiles, to improve where you can run Docker more easily. So we're going to make it easier for you to synchronize your work. And today I want to talk to you a little bit about data from space. What that really means is we take any type of data associated with a latitude So to use our platform, our suite of tools, you can start to gain a much better picture of where your So the first team that we have is infrastructure This allows you to scale different pieces of the platform or different pieces of your code in different ways that allows So if any of this sounds really interesting to you, So we have a suite of algorithms that automatically allow you to identify So you can actually see the hotspots in the area. the motivation really became to make sure that we were lowering our costs and increasing innovation simultaneously. of particular percentage here that I'll say definitely needs to be improved is 75% Now I'm not saying that 25% of our projects fail the way we measure this is if you have a particular And for the next 12 months, we hit that number every month. night, I've over the last nine months to operate in the second cloud environment. And this is thanks to a ton more albums, they can start to identify where their suppliers are, are coming from or where their distributors are going
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Breaking Analysis: Best of theCUBE on Cloud
>> Narrator: From theCUBE Studios in Palo Alto, in Boston bringing you data-driven insights from theCUBE and ETR. This is "Breaking Analysis" with Dave Vellante. >> The next 10 years of cloud, they're going to differ dramatically from the past decade. The early days of cloud, deployed virtualization of standard off-the-shelf components, X86 microprocessors, disk drives et cetera, to then scale out and build a large distributed system. The coming decade is going to see a much more data-centric, real-time, intelligent, call it even hyper-decentralized cloud that will comprise on-prem, hybrid, cross-cloud and edge workloads with a services layer that will obstruct the underlying complexity of the infrastructure which will also comprise much more custom and varied components. This was a key takeaway of the guests from theCUBE on Cloud, an event hosted by SiliconANGLE on theCUBE. Welcome to this week's Wikibon CUBE Insights Powered by ETR. In this episode, we'll summarize the findings of our recent event and extract the signal from our great guests with a couple of series and comments and clips from the show. CUBE on Cloud is our very first virtual editorial event. It was designed to bring together our community in an open forum. We ran the day on our 365 software platform and had a great lineup of CEOs, CIOs, data practitioners technologists. We had cloud experts, analysts and many opinion leaders all brought together in a day long series of sessions that we developed in order to unpack the future of cloud computing in the coming decade. Let me briefly frame up the conversation and then turn it over to some of our guests. First, we put forth our view of how modern cloud has evolved and where it's headed. This graphic that we're showing here, talks about the progression of cloud innovation over time. A cloud like many innovations, it started as a novelty. When AWS announced S3 in March of 2006, nobody in the vendor or user communities really even in the trade press really paid too much attention to it. Then later that year, Amazon announced EC2 and people started to think about a new model of computing. But it was largely tire kickers, bleeding-edge developers that took notice and really leaned in. Now the financial crisis of 2007 to 2009, really created what we call a cloud awakening and it put cloud on the radar of many CFOs. Shadow IT emerged within departments that wanted to take IT in bite-sized chunks and along with the CFO wanted to take it as OPEX versus CAPEX. And then I teach transformation that really took hold. We came out of the financial crisis and we've been on an 11-year cloud boom. And it doesn't look like it's going to stop anytime soon, cloud has really disrupted the on-prem model as we've reported and completely transformed IT. Ironically, the pandemic hit at the beginning of this decade, and created a mandate to go digital. And so it accelerated the industry transformation that we're highlighting here, which probably would have taken several more years to mature but overnight the forced March to digital happened. And it looks like it's here to stay. Now the next wave, we think we'll be much more about business or industry transformation. We're seeing the first glimpses of that. Holger Mueller of Constellation Research summed it up at our event very well I thought, he basically said the cloud is the big winner of COVID. Of course we know that now normally we talk about seven-year economic cycles. He said he was talking about for planning and investment cycles. Now we operate in seven-day cycles. The examples he gave where do we open or close the store? How do we pivot to support remote workers without the burden of CAPEX? And we think that the things listed on this chart are going to be front and center in the coming years, data AI, a fully digitized and intelligence stack that will support next gen disruptions in autos, manufacturing, finance, farming and virtually every industry where the system will expand to the edge. And the underlying infrastructure across physical locations will be hidden. Many issues remain, not the least of which is latency which we talked about at the event in quite some detail. So let's talk about how the Big 3 cloud players are going to participate in this next era. Well, in short, the consensus from the event was that the rich get richer. Let's take a look at some data. This chart shows our most recent estimates of IaaS and PaaS spending for the Big 3. And we're going to update this after earning season but there's a couple of points stand out. First, we want to make the point that combined the Big 3 now account for almost $80 billion of infrastructure spend last year. That $80 billion, was not all incremental (laughs) No it's caused consolidation and disruption in the on-prem data center business and within IT shops companies like Dell, HPE, IBM, Oracle many others have felt the heat and have had to respond with hybrid and cross cloud strategies. Second while it's true that Azure and GCP they appear to be growing faster than AWS. We don't know really the exact numbers, of course because only AWS provides a clean view of IaaS and passwords, Microsoft and Google. They kind of hide them all ball on their numbers which by the way, I don't blame them but they do leave breadcrumbs and clues on growth rates. And we have other means of estimating through surveys and the like, but it's undeniable Azure is closing the revenue gap on AWS. The third is that I like the fact that Azure and Google are growing faster than AWS. AWS is the only company by our estimates to grow its business sequentially last quarter. And in and of itself, that's not really enough important. What is significant is that because AWS is so large now at 45 billion, even at their slower growth rates it grows much more in absolute terms than its competitors. So we think AWS is going to keep its lead for some time. We think Microsoft and AWS will continue to lead the pack. You know, they might converge maybe it will be a 200 just race in terms of who's first who's second in terms of cloud revenue and how it's counted depending on what they count in their numbers. And Google look with its balance sheet and global network. It's going to play the long game and virtually everyone else with the exception of perhaps Alibaba is going to be secondary players on these platforms. Now this next graphic underscores that reality and kind of lays out the competitive landscape. What we're showing here is survey data from ETR of more than 1400 CIOs and IT buyers and on the vertical axis is Net Score which measures spending momentum on the horizontal axis is so-called Market Share which is a measure of pervasiveness in the data set. The key points are AWS and Microsoft look at it. They stand alone so far ahead of the pack. I mean, they really literally, it would have to fall down to lose their lead high spending velocity and large share of the market or the hallmarks of these two companies. And we don't think that's going to change anytime soon. Now, Google, even though it's far behind they have the financial strength to continue to position themselves as an alternative to AWS. And of course, an analytics specialist. So it will continue to grow, but it will be challenged. We think to catch up to the leaders. Now take a look at the hybrid zone where the field is playing. These are companies that have a large on-prem presence and have been forced to initiate a coherent cloud strategy. And of course, including multicloud. And we include Google in this so pack because they're behind and they have to take a differentiated approach relative to AWS, and maybe cozy up to some of these traditional enterprise vendors to help Google get to the enterprise. And you can see from the on-prem crowd, VMware Cloud on AWS is stands out as having some, some momentum as does Red Hat OpenShift, which is it's cloudy, but it's really sort of an ingredient it's not really broad IaaS specifically but it's a component of cloud VMware cloud which includes VCF or VMware Cloud Foundation. And even Dell's cloud. We would expect HPE with its GreenLake strategy. Its financials is shoring up, should be picking up momentum in the future in terms of what the customers of this survey consider cloud. And then of course you could see IBM and Oracle you're in the game, but they don't have the spending momentum and they don't have the CAPEX chops to compete with the hyperscalers IBM's cloud revenue actually dropped 7% last quarter. So that highlights the challenges that that company facing Oracle's cloud business is growing in the single digits. It's kind of up and down, but again underscores these two companies are really about migrating their software install basis to their captive clouds and as well for IBM, for example it's launched a financial cloud as a way to differentiate and not take AWS head-on an infrastructure as a service. The bottom line is that other than the Big 3 in Alibaba the rest of the pack will be plugging into hybridizing and cross-clouding those platforms. And there are definitely opportunities there specifically related to creating that abstraction layer that we talked about earlier and hiding that underlying complexity and importantly creating incremental value good examples, snowfallLike what snowflake is doing with its data cloud, what the data protection guys are doing. A company like Loomio is headed in that direction as are others. So, you keep an eye on that and think about where the white space is and where the value can be across-clouds. That's where the opportunity is. So let's see, what is this all going to look like? How does the cube community think it's going to unfold? Let's hear from theCUBE Guests and theCUBE on Cloud speakers and some of those highlights. Now, unfortunately we don't have time to show you clips from every speaker. We are like 10-plus hours of video content but we've tried to pull together some comments that summarize the sentiment from the community. So I'm going to have John Furrier briefly explain what theCUBE on Cloud is all about and then let the guests speak for themselves. After John, Pradeep Sindhu is going to give a nice technical overview of how the cloud was built out and what's changing in the future. I'll give you a hint it has to do with data. And then speaking of data, Mai-Lan Bukovec, who heads up AWS is storage portfolio. She'll explain how she views the coming changes in cloud and how they look at storage. Again, no surprise, it's all about data. Now, one of the themes that you'll hear from guests is the notion of a distributed cloud model. And Zhamak Deghani, he was a data architect. She'll explain her view of the future of data architectures. We also have thoughts from analysts like Zeus Karavalla and Maribel Lopez, and some comments from both Microsoft and Google to compliment AWS's view of the world. In fact, we asked JG Chirapurath from Microsoft to comment on the common narrative that Microsoft products are not best-to-breed. They put out a one dot O and then they get better, or sometimes people say, well, they're just good enough. So we'll see what his response is to that. And Paul Gillin asks, Amit Zavery of Google his thoughts on the cloud leaderboard and how Google thinks about their third-place position. Dheeraj Pandey gives his perspective on how technology has progressed and been miniaturized over time. And what's coming in the future. And then Simon Crosby gives us a framework to think about the edge as the most logical opportunity to process data not necessarily a physical place. And this was echoed by John Roese, and Chris Wolf to experience CTOs who went into some great depth on this topic. Unfortunately, I don't have the clips of those two but their comments can be found on the CTO power panel the technical edge it's called that's the segment at theCUBE on Cloud events site which we'll share the URL later. Now, the highlight reel ends with CEO Joni Klippert she talks about the changes in securing the cloud from a developer angle. And finally, we wrap up with a CIO perspective, Dan Sheehan. He provides some practical advice on building on his experience as a CIO, COO and CTO specifically how do you as a business technology leader deal with the rapid pace of change and still be able to drive business results? Okay, so let's now hear from the community please run the highlights. >> Well, I think one of the things we talked about COVID is the personal impact to me but other people as well one of the things that people are craving right now is information, factual information, truth, textures that we call it. But here this event for us Dave is our first inaugural editorial event. Rob, both Kristen Nicole the entire cube team, SiliconANGLE on theCUBE we're really trying to put together more of a cadence. We're going to do more of these events where we can put out and feature the best people in our community that have great fresh voices. You know, we do interview the big names Andy Jassy, Michael Dell, the billionaires of people making things happen, but it's often the people under them that are the real Newsmakers. >> If you look at the architecture of cloud data centers the single most important invention was scale-out. Scale-out of identical or near identical servers all connected to a standard IP ethernet network. That's the architecture. Now the building blocks of this architecture is ethernet switches which make up the network, IP ethernet switches. And then the server is all built using general purpose x86 CPU's with DRAM, with SSD, with hard drives all connected to inside the CPU. Now, the fact that you scale these server nodes as they're called out was very, very important in addressing the problem of how do you build very large scale infrastructure using general purpose compute but this architecture, Dave is a compute centric architecture. And the reason it's a compute centric architecture is if you open this, is server node. What you see is a connection to the network typically with a simple network interface card. And then you have CPU's which are in the middle of the action. Not only are the CPU's processing the application workload but they're processing all of the IO workload what we call data centric workload. And so when you connect SSDs and hard drives and GPU is everything to the CPU, as well as to the network you can now imagine that the CPU is doing two functions. It's running the applications but it's also playing traffic cop for the IO. So every IO has to go to the CPU and you're executing instructions typically in the operating system. And you're interrupting the CPU many many millions of times a second. Now general purpose CPU and the architecture of the CPU's was never designed to play traffic cop because the traffic cop function is a function that requires you to be interrupted very, very frequently. So it's critical that in this new architecture where does a lot of data, a lot of these stress traffic the percentage of workload, which is data centric has gone from maybe one to 2% to 30 to 40%. >> The path to innovation is paved by data. If you don't have data, you don't have machine learning you don't have the next generation of analytics applications that helps you chart a path forward into a world that seems to be changing every week. And so in order to have that insight in order to have that predictive forecasting that every company needs, regardless of what industry that you're in today, it all starts from data. And I think the key shift that I've seen is how customers are thinking about that data, about being instantly usable. Whereas in the past, it might've been a backup. Now it's part of a data Lake. And if you can bring that data into a data lake you can have not just analytics or machine learning or auditing applications it's really what does your application do for your business and how can it take advantage of that vast amount of shared data set in your business? >> We are actually moving towards decentralization if we think today, like if it let's move data aside if we said is the only way web would work the only way we get access to various applications on the web or pages to centralize it We would laugh at that idea. But for some reason we don't question that when it comes to data, right? So I think it's time to embrace the complexity that comes with the growth of number of sources, the proliferation of sources and consumptions models, embrace the distribution of sources of data that they're not just within one part of organization. They're not just within even bounds of organizations that are beyond the bounds of organization. And then look back and say, okay, if that's the trend of our industry in general, given the fabric of compensation and data that we put in, you know, globally in place then how the architecture and technology and organizational structure incentives need to move to embrace that complexity. And to me that requires a paradigm shift a full stack from how we organize our organizations how we organize our teams, how we put a technology in place to look at it from a decentralized angle. >> I actually think we're in the midst of the transition to what's called a distributed cloud, where if you look at modernized cloud apps today they're actually made up of services from different clouds. And also distributed edge locations. And that's going to have a pretty profound impact on the way we go vast. >> We wake up every day, worrying about our customer and worrying about the customer condition and to absolutely make sure we dealt with the best in the first attempt that we do. So when you take the plethora of products we've dealt with in Azure, be it Azure SQL be it Azure cosmos DB, Synapse, Azure Databricks, which we did in partnership with Databricks Azure machine learning. And recently when we sort of offered the world's first comprehensive data governance solution and Azure overview, I would, I would humbly submit to you that we are leading the way. >> How important are rankings within the Google cloud team or are you focused mainly more on growth and just consistency? >> No, I don't think again, I'm not worried about we are not focused on ranking or any of that stuff. Typically I think we are worried about making sure customers are satisfied and the adding more and more customers. So if you look at the volume of customers we are signing up a lot of the large deals we did doing. If you look at the announcement we've made over the last year has been tremendous momentum around that. >> The thing that is really interesting about where we have been versus where we're going is we spend a lot of time talking about virtualizing hardware and moving that around. And what does that look like? And creating that as more of a software paradigm. And the thing we're talking about now is what does cloud as an operating model look like? What is the manageability of that? What is the security of that? What, you know, we've talked a lot about containers and moving into different, DevSecOps and all those different trends that we've been talking about. Like now we're doing them. So we've only gotten to the first crank of that. And I think every technology vendor we talked to now has to address how are they are going to do a highly distributed management insecurity landscape? Like, what are they going to layer on top of that? Because it's not just about, oh, I've taken a rack of something, server storage, compute, and virtualized it. I know have to create a new operating model around it in a way we're almost redoing what the OSI stack looks like and what the software and solutions are for that. >> And the whole idea of we in every recession we make things smaller. You know, in 91 we said we're going to go away from mainframes into Unix servers. And we made the unit of compute smaller. Then in the year, 2000 windows the next bubble burst and the recession afterwards we moved from Unix servers to Wintel windows and Intel x86 and eventually Linux as well. Again, we made things smaller going from million dollar servers to $5,000 servers, shorter lib servers. And that's what we did in 2008, 2009. I said, look, we don't even need to buy servers. We can do things with virtual machines which are servers that are an incarnation in the digital world. There's nothing in the physical world that actually even lives but we made it even smaller. And now with cloud in the last three, four years and what will happen in this coming decade. They're going to make it even smaller not just in space, which is size, with functions and containers and virtual machines, but also in time. >> So I think the right way to think about edges where can you reasonably process the data? And it obviously makes sense to process data at the first opportunity you have but much data is encrypted between the original device say and the application. And so edge as a place doesn't make as much sense as edge as an opportunity to decrypt and analyze it in the care. >> When I think of Shift-left, I think of that Mobius that we all look at all of the time and how we deliver and like plan, write code, deliver software, and then manage it, monitor it, right like that entire DevOps workflow. And today, when we think about where security lives, it either is a blocker to deploying production or most commonly it lives long after code has been deployed to production. And there's a security team constantly playing catch up trying to ensure that the development team whose job is to deliver value to their customers quickly, right? Deploy as fast as we can as many great customer facing features. They're then looking at it months after software has been deployed and then hurrying and trying to assess where the bugs are and trying to get that information back to software developers so that they can fix those issues. Shifting left to me means software engineers are finding those bugs as they're writing code or in the CIC CD pipeline long before code has been deployed to production. >> During this for quite a while now, it still comes down to the people. I can get the technology to do what it needs to do as long as they have the right requirements. So that goes back to people making sure we have the partnership that goes back to leadership and the people and then the change management aspects right out of the gate, you should be worrying about how this change is going to be how it's going to affect, and then the adoption and an engagement, because adoption is critical because you can go create the best thing you think from a technology perspective. But if it doesn't get used correctly, it's not worth the investment. So I agree, what is a digital transformation or innovation? It still comes down to understand the business model and injecting and utilizing technology to grow our reduce costs, grow the business or reduce costs. >> Okay, so look, there's so much other content on theCUBE on Cloud events site we'll put the link in the description below. We have other CEOs like Kathy Southwick and Ellen Nance. We have the CIO of UI path. Daniel Dienes talks about automation in the cloud and Appenzell from Anaplan. And a plan is not her company. By the way, Dave Humphrey from Bain also talks about his $750 million investment in Nutanix. Interesting, Rachel Stevens from red monk talks about the future of software development in the cloud and CTO, Hillary Hunter talks about the cloud going vertical into financial services. And of course, John Furrier and I along with special guests like Sergeant Joe Hall share our take on key trends, data and perspectives. So right here, you see the coupon cloud. There's a URL, check it out again. We'll, we'll pop this URL in the description of the video. So there's some great content there. I want to thank everybody who participated and thank you for watching this special episode of theCUBE Insights Powered by ETR. This is Dave Vellante and I'd appreciate any feedback you might have on how we can deliver better event content for you in the future. We'll be doing a number of these and we look forward to your participation and feedback. Thank you, all right, take care, we'll see you next time. (upbeat music)
SUMMARY :
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theCube On Cloud 2021 - Kickoff
>>from around the globe. It's the Cube presenting Cuban cloud brought to you by silicon angle, everybody to Cuban cloud. My name is Dave Volonte, and I'll be here throughout the day with my co host, John Ferrier, who was quarantined in an undisclosed location in California. He's all good. Don't worry. Just precautionary. John, how are you doing? >>Hey, great to see you. John. Quarantine. My youngest daughter had covitz, so contact tracing. I was negative in quarantine at a friend's location. All good. >>Well, we wish you the best. Yeah, well, right. I mean, you know what's it like, John? I mean, you're away from your family. Your basically shut in, right? I mean, you go out for a walk, but you're really not in any contact with anybody. >>Correct? Yeah. I mean, basically just isolation, Um, pretty much what everyone's been kind of living on, kind of suffering through, but hopefully the vaccines are being distributed. You know, one of the things we talked about it reinvent the Amazon's cloud conference. Was the vaccine on, but just the whole workflow around that it's gonna get better. It's kind of really sucky. Here in the California area, they haven't done a good job, a lot of criticism around, how that's rolling out. And, you know, Amazon is now offering to help now that there's a new regime in the U. S. Government S o. You know, something to talk about, But certainly this has been a terrible time for Cove it and everyone in the deaths involved. But it's it's essentially pulled back the covers, if you will, on technology and you're seeing everything. Society. In fact, um, well, that's big tech MIT disinformation campaigns. All these vulnerabilities and cyber, um, accelerated digital transformation. We'll talk about a lot today, but yeah, it's totally changed the world. And I think we're in a new generation. I think this is a real inflection point, Dave. You know, modern society and the geo political impact of this is significant. You know, one of the benefits of being quarantined you'd be hanging out on these clubhouse APS, uh, late at night, listening to experts talk about what's going on, and it's interesting what's happening with with things like water and, you know, the island of Taiwan and China and U. S. Sovereignty, data, sovereignty, misinformation. So much going on to talk about. And, uh, meanwhile, companies like Mark injuries in BC firm starting a media company. What's going on? Hell freezing over. So >>we're gonna be talking about a lot of that stuff today. I mean, Cuba on cloud. It's our very first virtual editorial event we're trying to do is bring together our community. It's a it's an open forum and we're we're running the day on our 3 65 software platform. So we got a great lineup. We got CEO Seo's data Practitioners. We got a hard core technologies coming in, cloud experts, investors. We got some analysts coming in and we're creating this day long Siri's. And we've got a number of sessions that we've developed and we're gonna unpack. The future of Cloud computing in the coming decade is, John said, we're gonna talk about some of the public policy new administration. What does that mean for tech and for big tech in General? John, what can you add to that? >>Well, I think one of the things that we talked about Cove in this personal impact to me but other people as well. One of the things that people are craving right now is information factual information, truth texture that we call it. But hear this event for us, Davis, our first inaugural editorial event. Robbo, Kristen, Nicole, the entire Cube team Silicon angle, really trying to put together Morva cadence we're gonna doom or of these events where we can put out feature the best people in our community that have great fresh voices. You know, we do interview the big names Andy Jassy, Michael Dell, the billionaires with people making things happen. But it's often the people under there that are the rial newsmakers amid savory, for instance, that Google one of the most impressive technical people, he's gotta talk. He's gonna present democratization of software development in many Mawr riel people making things happen. And I think there's a communal element. We're going to do more of these. Obviously, we have, uh, no events to go to with the Cube. So we have the cube virtual software that we have been building and over years and now perfecting and we're gonna introduce that we're gonna put it to work, their dog footing it. We're gonna put that software toe work. We're gonna do a lot mawr virtual events like this Cuban cloud Cuban startup Cuban raising money. Cuban healthcare, Cuban venture capital. Always think we could do anything. Question is, what's the right story? What's the most important stories? Who's telling it and increase the aperture of the lens of the industry that we have and and expose that and fastest possible. That's what this software, you'll see more of it. So it's super exciting. We're gonna add new features like pulling people up on stage, Um, kind of bring on the clubhouse vibe and more of a community interaction with people to meet each other, and we'll roll those out. But the goal here is to just showcase it's cloud story in a way from people that are living it and providing value. So enjoy the day is gonna be chock full of presentations. We're gonna have moderated chat in these sessions, so it's an all day event so people can come in, drop out, and also that's everything's on demand immediately after the time slot. But you >>want to >>participate, come into the time slot into the cube room or breakout session. Whatever you wanna call it, it's a cube room, and the people in there chatting and having a watch party. So >>when you're in that home page when you're watching, there's a hero video there. Beneath that, there's a calendar, and you'll see that red line is that red horizontal line of vertical line is rather, it's a linear clock that will show you where we are in the day. If you click on any one of those sessions that will take you into the chat, we'll take you through those in a moment and share with you some of the guests that we have upcoming and and take you through the day what I wanted to do. John is trying to set the stage for the conversations that folks are gonna here today. And to do that, I wanna ask the guys to bring up a graphic. And I want to talk to you, John, about the progression of cloud over time and maybe go back to the beginning and review the evolution of cloud and then really talk a little bit about where we think it Z headed. So, guys, if you bring up that graphic when a W S announced s three, it was March of 2000 and six. And as you recall, John you know, nobody really. In the vendor and user community. They didn't really pay too much attention to that. And then later that year, in August, it announced E C two people really started. They started to think about a new model of computing, but they were largely, you know, chicken tires. And it was kind of bleeding edge developers that really leaned in. Um what? What were you thinking at the time? When when you saw, uh, s three e c to this retail company coming into the tech world? >>I mean, I thought it was totally crap. I'm like, this is terrible. But then at that time, I was thinking working on I was in between kind of start ups and I didn't have a lot of seed funding. And then I realized the C two was freaking awesome. But I'm like, Holy shit, this is really great because I don't need to pay a lot of cash, the Provisional Data center, or get a server. Or, you know, at that time, state of the art startup move was to buy a super micro box or some sort of power server. Um, it was well past the whole proprietary thing. But you have to assemble probably anyone with 5 to 8 grand box and go in, and we'll put a couple ghetto rack, which is basically, uh, you know, you put it into some coasting location. It's like with everybody else in the tech ghetto of hosting, still paying monthly fees and then maintaining it and provisioning that's just to get started. And then Amazon was just really easy. And then from there you just It was just awesome. I just knew Amazon would be great. They had a lot of things that they had to fix. You know, custom domains and user interface Council got better and better, but it was awesome. >>Well, what we really saw the cloud take hold from my perspective anyway, was the financial crisis in, you know, 709 It put cloud on the radar of a number of CFOs and, of course, shadow I T departments. They wanted to get stuff done and and take I t in in in, ah, pecs, bite sized chunks. So it really was. There's cloud awakening and we came out of that financial crisis, and this we're now in this 10 year plus boom um, you know, notwithstanding obviously the economic crisis with cove it. But much of it was powered by the cloud in the decade. I would say it was really about I t transformation. And it kind of ironic, if you will, because the pandemic it hits at the beginning of this decade, >>and it >>creates this mandate to go digital. So you've you've said a lot. John has pulled forward. It's accelerated this industry transformation. Everybody talks about that, but and we've highlighted it here in this graphic. It probably would have taken several more years to mature. But overnight you had this forced march to digital. And if you weren't a digital business, you were kind of out of business. And and so it's sort of here to stay. How do you see >>You >>know what this evolution and what we can expect in the coming decades? E think it's safe to say the last 10 years defined by you know, I t transformation. That's not gonna be the same in the coming years. How do you see it? >>It's interesting. I think the big tech companies are on, but I think this past election, the United States shows um, the power that technology has. And if you look at some of the main trends in the enterprise specifically around what clouds accelerating, I call the second wave of innovations coming where, um, it's different. It's not what people expect. Its edge edge computing, for instance, has talked about a lot. But industrial i o t. Is really where we've had a lot of problems lately in terms of hacks and malware and just just overall vulnerabilities, whether it's supply chain vulnerabilities, toe actual disinformation, you know, you know, vulnerabilities inside these networks s I think this network effects, it's gonna be a huge thing. I think the impact that tech will have on society and global society geopolitical things gonna be also another one. Um, I think the modern application development of how applications were written with data, you know, we always been saying this day from the beginning of the Cube data is his integral part of the development process. And I think more than ever, when you think about cloud and edge and this distributed computing paradigm, that cloud is now going next level with is the software and how it's written will be different. You gotta handle things like, where's the compute component? Is it gonna be at the edge with all the server chips, innovations that Amazon apple intel of doing, you're gonna have compute right at the edge, industrial and kind of human edge. How does that work? What's Leighton see to that? It's it really is an edge game. So to me, software has to be written holistically in a system's impact on the way. Now that's not necessarily nude in the computer science and in the tech field, it's just gonna be deployed differently. So that's a complete rewrite, in my opinion of the software applications. Which is why you're seeing Amazon Google VM Ware really pushing Cooper Netease and these service messes in the micro Services because super critical of this technology become smarter, automated, autonomous. And that's completely different paradigm in the old full stack developer, you know, kind of model. You know, the full stack developer, his ancient. There's no such thing as a full stack developer anymore, in my opinion, because it's a half a stack because the cloud takes up the other half. But no one wants to be called the half stack developer because it doesn't sound as good as Full Stack, but really Cloud has eliminated the technology complexity of what a full stack developer used to dio. Now you can manage it and do things with it, so you know, there's some work to done, but the heavy lifting but taking care of it's the top of the stack that I think is gonna be a really critical component. >>Yeah, and that that sort of automation and machine intelligence layer is really at the top of the stack. This this thing becomes ubiquitous, and we now start to build businesses and new processes on top of it. I wanna I wanna take a look at the Big Three and guys, Can we bring up the other The next graphic, which is an estimate of what the revenue looks like for the for the Big three. And John, this is I asked and past spend for the Big Three Cloud players. And it's It's an estimate that we're gonna update after earning seasons, and I wanna point a couple things out here. First is if you look at the combined revenue production of the Big Three last year, it's almost 80 billion in infrastructure spend. I mean, think about that. That Z was that incremental spend? No. It really has caused a lot of consolidation in the on Prem data center business for guys like Dell. And, you know, um, see, now, part of the LHP split up IBM Oracle. I mean, it's etcetera. They've all felt this sea change, and they had to respond to it. I think the second thing is you can see on this data. Um, it's true that azure and G C P they seem to be growing faster than a W s. We don't know the exact numbers >>because >>A W S is the only company that really provides a clean view of i s and pass. Whereas Microsoft and Google, they kind of hide the ball in their numbers. I mean, I don't blame them because they're behind, but they do leave breadcrumbs and clues about growth rates and so forth. And so we have other means of estimating, but it's it's undeniable that azure is catching up. I mean, it's still quite distance the third thing, and before I want to get your input here, John is this is nuanced. But despite the fact that Azure and Google the growing faster than a W s. You can see those growth rates. A W s I'll call this out is the only company by our estimates that grew its business sequentially last quarter. Now, in and of itself, that's not significant. But what is significant is because AWS is so large there $45 billion last year, even if the slower growth rates it's able to grow mawr and absolute terms than its competitors, who are basically flat to down sequentially by our estimates. Eso So that's something that I think is important to point out. Everybody focuses on the growth rates, but it's you gotta look at also the absolute dollars and, well, nonetheless, Microsoft in particular, they're they're closing the gap steadily, and and we should talk more about the competitive dynamics. But I'd love to get your take on on all this, John. >>Well, I mean, the clouds are gonna win right now. Big time with the one the political climate is gonna be favoring Big check. But more importantly, with just talking about covert impact and celebrating the digital transformation is gonna create a massive rising tide. It's already happening. It's happening it's happening. And again, this shift in programming, uh, models are gonna really kinda accelerating, create new great growth. So there's no doubt in my mind of all three you're gonna win big, uh, in the future, they're just different, You know, the way they're going to market position themselves, they have to be. Google has to be a little bit different than Amazon because they're smaller and they also have different capabilities, then trying to catch up. So if you're Google or Microsoft, you have to have a competitive strategy to decide. How do I wanna ride the tide If you will put the rising tide? Well, if I'm Amazon, I mean, if I'm Microsoft and Google, I'm not going to try to go frontal and try to copy Amazon because Amazon is just pounding lead of features and scale and they're different. They were, I would say, take advantage of the first mover of pure public cloud. They really awesome. It passed and I, as they've integrated in Gardner, now reports and integrated I as and passed components. So Gardner finally got their act together and said, Hey, this is really one thing. SAS is completely different animal now Microsoft Super Smart because they I think they played the right card. They have a huge installed base converted to keep office 3 65 and move sequel server and all their core jewels into the cloud as fast as possible, clarified while filling in the gaps on the product side to be cloud. So you know, as you're doing trends job, they're just it's just pedal as fast as you can. But Microsoft is really in. The strategy is just go faster trying. Keep pedaling fast, get the features, feature velocity and try to make it high quality. Google is a little bit different. They have a little power base in terms of their network of strong, and they have a lot of other big data capabilities, so they have to use those to their advantage. So there is. There is there is competitive strategy game application happening with these companies. It's not like apples, the apples, In my opinion, it never has been, and I think that's funny that people talk about it that way. >>Well, you're bringing up some great points. I want guys bring up the next graphic because a lot of things that John just said are really relevant here. And what we're showing is that's a survey. Data from E. T. R R Data partners, like 1400 plus CEOs and I T buyers and on the vertical axis is this thing called Net score, which is a measure of spending momentum. And the horizontal axis is is what's called market share. It's a measure of the pervasiveness or, you know, number of mentions in the data set. There's a couple of key points I wanna I wanna pick up on relative to what John just said. So you see A W S and Microsoft? They stand alone. I mean, they're the hyper scale er's. They're far ahead of the pack and frankly, they have fall down, toe, lose their lead. They spend a lot on Capex. They got the flywheel effects going. They got both spending velocity and large market shares, and so, but they're taking a different approach. John, you're right there living off of their SAS, the state, their software state, Andi, they're they're building that in to their cloud. So they got their sort of a captive base of Microsoft customers. So they've got that advantage. They also as we'll hear from from Microsoft today. They they're building mawr abstraction layers. Andy Jassy has said We don't wanna be in that abstraction layer business. We wanna have access to those, you know, fine grain primitives and eso at an AP level. So so we can move fast with the market. But but But so those air sort of different philosophies, John? >>Yeah. I mean, you know, people who know me know that I love Amazon. I think their product is superior at many levels on in its way that that has advantages again. They have a great sass and ecosystem. They don't really have their own SAS play, although they're trying to add some stuff on. I've been kind of critical of Microsoft in the past, but one thing I'm not critical of Microsoft, and people can get this wrong in the marketplace. Actually, in the journalism world and also in just some other analysts, Microsoft has always had large scale eso to say that Microsoft never had scale on that Amazon owned the monopoly on our franchise on scales wrong. Microsoft had scale from day one. Their business was always large scale global. They've always had infrastructure with MSN and their search and the distributive how they distribute browsers and multiple countries. Remember they had the lock on the operating system and the browser for until the government stepped in in 1997. And since 1997 Microsoft never ever not invested in infrastructure and scale. So that whole premise that they don't compete well there is wrong. And I think that chart demonstrates that there, in there in the hyper scale leadership category, hands down the question that I have. Is that there not as good and making that scale integrate in because they have that legacy cards. This is the classic innovator's dilemma. Clay Christensen, right? So I think they're doing a good job. I think their strategy sound. They're moving as fast as they can. But then you know they're not gonna come out and say We don't have the best cloud. Um, that's not a marketing strategy. Have to kind of hide in this and get better and then double down on where they're winning, which is. Clients are converting from their legacy at the speed of Microsoft, and they have a huge client base, So that's why they're stopping so high That's why they're so good. >>Well, I'm gonna I'm gonna give you a little preview. I talked to gear up your f Who's gonna come on today and you'll see I I asked him because the criticism of Microsoft is they're, you know, they're just good enough. And so I asked him, Are you better than good enough? You know, those are fighting words if you're inside of Microsoft, but so you'll you'll have to wait to see his answer. Now, if you guys, if you could bring that that graphic back up I wanted to get into the hybrid zone. You know where the field is. Always got >>some questions coming in on chat, Dave. So we'll get to those >>great Awesome. So just just real quick Here you see this hybrid zone, this the field is bunched up, and the other companies who have a large on Prem presence and have been forced to initiate some kind of coherent cloud strategy included. There is Michael Michael, multi Cloud, and Google's there, too, because they're far behind and they got to take a different approach than a W s. But as you can see, so there's some real progress here. VM ware cloud on AWS stands out, as does red hat open shift. You got VM Ware Cloud, which is a VCF Cloud Foundation, even Dell's cloud. And you'd expect HP with Green Lake to be picking up momentum in the future quarters. And you've got IBM and Oracle, which there you go with the innovator's dilemma. But there, at least in the cloud game, and we can talk about that. But so, John, you know, to your point, you've gotta have different strategies. You're you're not going to take out the big too. So you gotta play, connect your print your on Prem to your cloud, your hybrid multi cloud and try to create new opportunities and new value there. >>Yeah, I mean, I think we'll get to the question, but just that point. I think this Zeri Chen's come on the Cube many times. We're trying to get him to come on lunch today with Features startup, but he's always said on the Q B is a V C at Greylock great firm. Jerry's Cloud genius. He's been there, but he made a point many, many years ago. It's not a winner. Take all the winner. Take most, and the Big Three maybe put four or five in there. We'll take most of the markets here. But I think one of the things that people are missing and aren't talking about Dave is that there's going to be a second tier cloud, large scale model. I don't want to say tear to cloud. It's coming to sound like a sub sub cloud, but a new category of cloud on cloud, right? So meaning if you get a snowflake, did I think this is a tale? Sign to what's coming. VM Ware Cloud is a native has had huge success, mainly because Amazon is essentially enabling them to be successful. So I think is going to be a wave of a more of a channel model of indirect cloud build out where companies like the Cube, potentially for media or others, will build clouds on top of the cloud. So if Google, Microsoft and Amazon, whoever is the first one to really enable that okay, we'll do extremely well because that means you can compete with their scale and create differentiation on top. So what snowflake did is all on Amazon now. They kind of should go to azure because it's, you know, politically correct that have multiple clouds and distribution and business model shifts. But to get that kind of performance they just wrote on Amazon. So there's nothing wrong with that. Because you're getting paid is variable. It's cap ex op X nice categorization. So I think that's the way that we're watching. I think it's super valuable, I think will create some surprises in terms of who might come out of the woodwork on be a leader in a category. Well, >>your timing is perfect, John and we do have some questions in the chat. But before we get to that, I want to bring in Sargi Joe Hall, who's a contributor to to our community. Sargi. Can you hear us? All right, so we got, uh, while >>bringing in Sarpy. Let's go down from the questions. So the first question, Um, we'll still we'll get the student second. The first question. But Ronald ask, Can a vendor in 2021 exist without a hybrid cloud story? Well, story and capabilities. Yes, they could live with. They have to have a story. >>Well, And if they don't own a public cloud? No. No, they absolutely cannot. Uh hey, Sergey. How you doing, man? Good to see you. So, folks, let me let me bring in Sergeant Kohala. He's a He's a cloud architect. He's a practitioner, He's worked in as a technologist. And there's a frequent guest on on the Cube. Good to see you, my friend. Thanks for taking the time with us. >>And good to see you guys to >>us. So we were kind of riffing on the competitive landscape we got. We got so much to talk about this, like, it's a number of questions coming in. Um, but Sargi we wanna talk about you know, what's happening here in Cloud Land? Let's get right into it. I mean, what do you guys see? I mean, we got yesterday. New regime, new inaug inauguration. Do you do you expect public policy? You'll start with you Sargi to have What kind of effect do you think public policy will have on, you know, cloud generally specifically, the big tech companies, the tech lash. Is it gonna be more of the same? Or do you see a big difference coming? >>I think that there will be some changing narrative. I believe on that. is mainly, um, from the regulators side. A lot has happened in one month, right? So people, I think are losing faith in high tech in a certain way. I mean, it doesn't, uh, e think it matters with camp. You belong to left or right kind of thing. Right? But parlor getting booted out from Italy s. I think that was huge. Um, like, how do you know that if a cloud provider will not boot you out? Um, like, what is that line where you draw the line? What are the rules? I think that discussion has to take place. Another thing which has happened in the last 23 months is is the solar winds hack, right? So not us not sort acknowledging that I was Russia and then wish you watching it now, new administration might have a different sort of Boston on that. I think that's huge. I think public public private partnership in security arena will emerge this year. We have to address that. Yeah, I think it's not changing. Uh, >>economics economy >>will change gradually. You know, we're coming out off pandemic. The money is still cheap on debt will not be cheap. for long. I think m and a activity really will pick up. So those are my sort of high level, Uh, >>thank you. I wanna come back to them. And because there's a question that chat about him in a But, John, how do you see it? Do you think Amazon and Google on a slippery slope booting parlor off? I mean, how do they adjudicate between? Well, what's happening in parlor? Uh, anything could happen on clubhouse. Who knows? I mean, can you use a I to find that stuff? >>Well, that's I mean, the Amazons, right? Hiding right there bunkered in right now from that bad, bad situation. Because again, like people we said Amazon, these all three cloud players win in the current environment. Okay, Who wins with the U. S. With the way we are China, Russia, cloud players. Okay, let's face it, that's the reality. So if I wanted to reset the world stage, you know what better way than the, you know, change over the United States economy, put people out of work, make people scared, and then reset the entire global landscape and control all with cash? That's, you know, conspiracy theory. >>So you see the riches, you see the riches, get the rich, get richer. >>Yeah, well, that's well, that's that. That's kind of what's happening, right? So if you start getting into this idea that you can't actually have an app on site because the reason now I'm not gonna I don't know the particular parlor, but apparently there was a reason. But this is dangerous, right? So what? What that's gonna do is and whether it's right or wrong or not, whether political opinion is it means that they were essentially taken offline by people that weren't voted for that. Weren't that when people didn't vote for So that's not a democracy, right? So that's that's a different kind of regime. What it's also going to do is you also have this groundswell of decentralized thinking, right. So you have a whole wave of crypto and decentralized, um, cyber punks out there who want to decentralize it. So all of this stuff in January has created a huge counterculture, and I had predicted this so many times in the Cube. David counterculture is coming and and you already have this kind of counterculture between centralized and decentralized thinking and so I think the Amazon's move is dangerous at a fundamental level. Because if you can't get it, if you can't get buy domain names and you're completely blackballed by by organized players, that's a Mafia, in my opinion. So, uh, and that and it's also fuels the decentralized move because people say, Hey, if that could be done to them, it could be done to me. Just the fact that it could be done will promote a swing in the other direction. I >>mean, independent of of, you know, again, somebody said your political views. I mean Parlor would say, Hey, we're trying to clean this stuff up now. Maybe they didn't do it fast enough, but you think about how new parlor is. You think about the early days of Twitter and Facebook, so they were sort of at a disadvantage. Trying to >>have it was it was partly was what it was. It was a right wing stand up job of standing up something quick. Their security was terrible. If you look at me and Cory Quinn on be great to have him, and he did a great analysis on this, because if you look the lawsuit was just terrible. Security was just a half, asshole. >>Well, and the experience was horrible. I mean, it's not It was not a great app, but But, like you said, it was a quick stew. Hand up, you know, for an agenda. But nonetheless, you know, to start, get to your point earlier. It's like, you know, Are they gonna, you know, shut me down? If I say something that's, you know, out of line, or how do I control that? >>Yeah, I remember, like, 2019, we involved closing sort of remarks. I was there. I was saying that these companies are gonna be too big to fail. And also, they're too big for other nations to do business with. In a way, I think MNCs are running the show worldwide. They're running the government's. They are way. Have seen the proof of that in us this year. Late last year and this year, um, Twitter last night blocked Chinese Ambassador E in us. Um, from there, you know, platform last night and I was like, What? What's going on? So, like, we used to we used to say, like the Chinese company, tech companies are in bed with the Chinese government. Right. Remember that? And now and now, Actually, I think Chinese people can say the same thing about us companies. Uh, it's not a good thing. >>Well, let's >>get some question. >>Let's get some questions from the chat. Yeah. Thank you. One is on M and a subject you mentioned them in a Who do you see is possible emanate targets. I mean, I could throw a couple out there. Um, you know, some of the cdn players, maybe aka my You know, I like I like Hashi Corp. I think they're doing some really interesting things. What do you see? >>Nothing. Hashi Corp. And anybody who's doing things in the periphery is a candidate for many by the big guys, you know, by the hyper scholars and number two tier two or five hyper scholars. Right. Uh, that's why sales forces of the world and stuff like that. Um, some some companies, which I thought there will be a target, Sort of. I mean, they target they're getting too big, because off their evaluations, I think how she Corpuz one, um, >>and >>their bunch in the networking space. Uh, well, Tara, if I say the right that was acquired by at five this week, this week or last week, Actually, last week for $500 million. Um, I know they're founder. So, like I found that, Yeah, there's a lot going on on the on the network side on the anything to do with data. Uh, that those air too hard areas in the cloud arena >>data, data protection, John, any any anything you could adhere. >>And I think I mean, I think ej ej is gonna be where the gaps are. And I think m and a activity is gonna be where again, the bigger too big to fail would agree with you on that one. But we're gonna look at white Spaces and say a white space for Amazon is like a monster space for a start up. Right? So you're gonna have these huge white spaces opportunities, and I think it's gonna be an M and a opportunity big time start ups to get bought in. Given the speed on, I think you're gonna see it around databases and around some of these new service meshes and micro services. I mean, >>they there's a There's a question here, somebody's that dons asking why is Google who has the most pervasive tech infrastructure on the planet. Not at the same level of other to hyper scale is I'll give you my two cents is because it took him a long time to get their heads out of their ads. I wrote a piece of around that a while ago on they just they figured out how to learn the enterprise. I mean, John, you've made this point a number of times, but they just and I got a late start. >>Yeah, they're adding a lot of people. If you look at their who their hiring on the Google Cloud, they're adding a lot of enterprise chops in there. They realized this years ago, and we've talked to many of the top leaders, although Curry and hasn't yet sit down with us. Um, don't know what he's hiding or waiting for, but they're clearly not geared up to chicken Pete. You can see it with some some of the things that they're doing, but I mean competed the level of Amazon, but they have strength and they're playing their strength, but they definitely recognize that they didn't have the enterprise motions and people in the DNA and that David takes time people in the enterprise. It's not for the faint of heart. It's unique details that are different. You can't just, you know, swing the Google playbook and saying We're gonna home The enterprises are text grade. They knew that years ago. So I think you're going to see a good year for Google. I think you'll see a lot of change. Um, they got great people in there. On the product marketing side is Dev Solution Architects, and then the SRE model that they have perfected has been strong. And I think security is an area that they could really had a lot of value it. So, um always been a big fan of their huge network and all the intelligence they have that they could bring to bear on security. >>Yeah, I think Google's problem main problem that to actually there many, but one is that they don't They don't have the boots on the ground as compared to um, Microsoft, especially an Amazon actually had a similar problem, but they had a wide breath off their product portfolio. I always talk about feature proximity in cloud context, like if you're doing one thing. You wanna do another thing? And how do you go get that feature? Do you go to another cloud writer or it's right there where you are. So I think Amazon has the feature proximity and they also have, uh, aske Compared to Google, there's skills gravity. Larger people are trained on AWS. I think Google is trying there. So second problem Google is having is that that they're they're more focused on, I believe, um, on the data science part on their sort of skipping the cool components sort of off the cloud, if you will. The where the workloads needs, you know, basic stuff, right? That's like your compute storage and network. And that has to be well, talk through e think e think they will do good. >>Well, so later today, Paul Dillon sits down with Mids Avery of Google used to be in Oracle. He's with Google now, and he's gonna push him on on the numbers. You know, you're a distant third. Does that matter? And of course, you know, you're just a preview of it's gonna say, Well, no, we don't really pay attention to that stuff. But, John, you said something earlier that. I think Jerry Chen made this comment that, you know, Is it a winner? Take all? No, but it's a winner. Take a lot. You know the number two is going to get a big chunk of the pie. It appears that the markets big enough for three. But do you? Does Google have to really dramatically close the gap on be a much, much closer, you know, to the to the leaders in orderto to compete in this race? Or can they just kind of continue to bump along, siphon off the ad revenue? Put it out there? I mean, I >>definitely can compete. I think that's like Google's in it. Then it they're not. They're not caving, right? >>So But But I wrote I wrote recently that I thought they should even even put mawr oven emphasis on the cloud. I mean, maybe maybe they're already, you know, doubling down triple down. I just I think that is a multi trillion dollar, you know, future for the industry. And, you know, I think Google, believe it or not, could even do more. Now. Maybe there's just so much you could dio. >>There's a lot of challenges with these company, especially Google. They're in Silicon Valley. We have a big Social Justice warrior mentality. Um, there's a big debate going on the in the back channels of the tech scene here, and that is that if you want to be successful in cloud, you have to have a good edge strategy, and that involves surveillance, use of data and pushing the privacy limits. Right? So you know, Google has people within the country that will protest contract because AI is being used for war. Yet we have the most unstable geopolitical seen that I've ever witnessed in my lifetime going on right now. So, um, don't >>you think that's what happened with parlor? I mean, Rob Hope said, Hey, bar is pretty high to kick somebody off your platform. The parlor went over the line, but I would also think that a lot of the employees, whether it's Google AWS as well, said, Hey, why are we supporting you know this and so to your point about social justice, I mean, that's not something. That >>parlor was not just social justice. They were trying to throw the government. That's Rob e. I think they were in there to get selfies and being protesters. But apparently there was evidence from what I heard in some of these clubhouse, uh, private chats. Waas. There was overwhelming evidence on parlor. >>Yeah, but my point is that the employee backlash was also a factor. That's that's all I'm saying. >>Well, we have Google is your Google and you have employees to say we will boycott and walk out if you bid on that jet I contract for instance, right, But Microsoft one from maybe >>so. I mean, that's well, >>I think I think Tom Poole's making a really good point here, which is a Google is an alternative. Thio aws. The last Google cloud next that we were asked at they had is all virtual issue. But I saw a lot of I T practitioners in the audience looking around for an alternative to a W s just seeing, though, we could talk about Mano Cloud or Multi Cloud, and Andy Jassy has his his narrative around, and he's true when somebody goes multiple clouds, they put you know most of their eggs in one basket. Nonetheless, I think you know, Google's got a lot of people interested in, particularly in the analytic side, um, in in an alternative, hedging their bets eso and particularly use cases, so they should be able to do so. I guess my the bottom line here is the markets big enough to have Really? You don't have to be the Jack Welch. I gotta be number one and number two in the market. Is that the conclusion here? >>I think so. But the data gravity and the skills gravity are playing against them. Another problem, which I didn't want a couple of earlier was Google Eyes is that they have to boot out AWS wherever they go. Right? That is a huge challenge. Um, most off the most off the Fortune 2000 companies are already using AWS in one way or another. Right? So they are the multi cloud kind of player. Another one, you know, and just pure purely somebody going 200% Google Cloud. Uh, those cases are kind of pure, if you will. >>I think it's gonna be absolutely multi cloud. I think it's gonna be a time where you looked at the marketplace and you're gonna think in terms of disaster recovery, model of cloud or just fault tolerant capabilities or, you know, look at the parlor, the next parlor. Or what if Amazon wakes up one day and said, Hey, I don't like the cubes commentary on their virtual events, so shut them down. We should have a fail over to Google Cloud should Microsoft and Option. And one of people in Microsoft ecosystem wants to buy services from us. We have toe kind of co locate there. So these are all open questions that are gonna be the that will become certain pretty quickly, which is, you know, can a company diversify their computing An i t. In a way that works. And I think the momentum around Cooper Netease you're seeing as a great connective tissue between, you know, having applications work between clouds. Right? Well, directionally correct, in my opinion, because if I'm a company, why wouldn't I wanna have choice? So >>let's talk about this. The data is mixed on that. I'll share some data, meaty our data with you. About half the companies will say Yeah, we're spreading the wealth around to multiple clouds. Okay, That's one thing will come back to that. About the other half were saying, Yeah, we're predominantly mono cloud we didn't have. The resource is. But what I think going forward is that that what multi cloud really becomes. And I think John, you mentioned Snowflake before. I think that's an indicator of what what true multi cloud is going to look like. And what Snowflake is doing is they're building abstraction, layer across clouds. Ed Walsh would say, I'm standing on the shoulders of Giants, so they're basically following points of presence around the globe and building their own cloud. They call it a data cloud with a global mesh. We'll hear more about that later today, but you sign on to that cloud. So they're saying, Hey, we're gonna build value because so many of Amazon's not gonna build that abstraction layer across multi clouds, at least not in the near term. So that's a really opportunity for >>people. I mean, I don't want to sound like I'm dating myself, but you know the date ourselves, David. I remember back in the eighties, when you had open systems movement, right? The part of the whole Revolution OS I open systems interconnect model. At that time, the networking stacks for S N A. For IBM, decadent for deck we all know that was a proprietary stack and then incomes TCP I p Now os I never really happened on all seven layers, but the bottom layers standardized. Okay, that was huge. So I think if you look at a W s or some of the comments in the chat AWS is could be the s n a. Depends how you're looking at it, right? And you could say they're open. But in a way, they want more Amazon. So Amazon's not out there saying we love multi cloud. Why would they promote multi cloud? They are a one of the clouds they want. >>That's interesting, John. And then subject is a cloud architect. I mean, it's it is not trivial to make You're a data cloud. If you're snowflake, work on AWS work on Google. Work on Azure. Be seamless. I mean, certainly the marketing says that, but technically, that's not trivial. You know, there are latent see issues. Uh, you know, So that's gonna take a while to develop. What? Do your thoughts there? >>I think that multi cloud for for same workload and multi cloud for different workloads are two different things. Like we usually put multiple er in one bucket, right? So I think you're right. If you're trying to do multi cloud for the same workload, that's it. That's Ah, complex, uh, problem to solve architecturally, right. You have to have a common ap ice and common, you know, control playing, if you will. And we don't have that yet, and then we will not have that for a for at least one other couple of years. So, uh, if you if you want to do that, then you have to go to the lower, lowest common denominator in technical sort of stock, if you will. And then you're not leveraging the best of the breed technology off their from different vendors, right? I believe that's a hard problem to solve. And in another thing, is that that that I always say this? I'm always on the death side, you know, developer side, I think, uh, two deaths. Public cloud is a proxy for innovative culture. Right. So there's a catch phrase I have come up with today during shower eso. I think that is true. And then people who are companies who use the best of the breed technologies, they can attract the these developers and developers are the Mazen's off This digital sort of empires, amazingly, is happening there. Right there they are the Mazen's right. They head on the bricks. I think if you don't appeal to developers, if you don't but extensive for, like, force behind educating the market, you can't you can't >>put off. It's the same game Stepping story was seeing some check comments. Uh, guard. She's, uh, linked in friend of mine. She said, Microsoft, If you go back and look at the Microsoft early days to the developer Point they were, they made their phones with developers. They were a software company s Oh, hey, >>forget developers, developers, developers. >>You were if you were in the developer ecosystem, you were treated his gold. You were part of the family. If you were outside that world, you were competitors, and that was ruthless times back then. But they again they had. That was where it was today. Look at where the software defined businesses and starve it, saying it's all about being developer lead in this new way to program, right? So the cloud next Gen Cloud is going to look a lot like next Gen Developer and all the different tools and techniques they're gonna change. So I think, yes, this kind of developer ecosystem will be harnessed, and that's the power source. It's just gonna look different. So, >>Justin, Justin in the chat has a comment. I just want to answer the question about elastic thoughts on elastic. Um, I tell you, elastic has momentum uh, doing doing very well in the market place. Thea Elk Stack is a great alternative that people are looking thio relative to Splunk. Who people complain about the pricing. Of course it's plunks got the easy button, but it is getting increasingly expensive. The problem with elk stack is you know, it's open source. It gets complicated. You got a shard, the databases you gotta manage. It s Oh, that's what Ed Walsh's company chaos searches is all about. But elastic has some riel mo mentum in the marketplace right now. >>Yeah, you know, other things that coming on the chat understands what I was saying about the open systems is kubernetes. I always felt was that is a bad metaphor. But they're with me. That was the TCP I peep In this modern era, C t c p I p created that that the disruptor to the S N A s and the network protocols that were proprietary. So what KUBERNETES is doing is creating a connective tissue between clouds and letting the open source community fill in the gaps in the middle, where kind of way kind of probably a bad analogy. But that's where the disruption is. And if you look at what's happened since Kubernetes was put out there, what it's become kind of de facto and standard in the sense that everyone's rallying around it. Same exact thing happened with TCP was people were trashing it. It is terrible, you know it's not. Of course they were trashed because it was open. So I find that to be very interesting. >>Yeah, that's a good >>analogy. E. Thinks the R C a cable. I used the R C. A cable analogy like the VCRs. When they started, they, every VC had had their own cable, and they will work on Lee with that sort of plan of TV and the R C. A cable came and then now you can put any TV with any VCR, and the VCR industry took off. There's so many examples out there around, uh, standards And how standards can, you know, flair that fire, if you will, on dio for an industry to go sort of wild. And another trend guys I'm seeing is that from the consumer side. And let's talk a little bit on the consuming side. Um, is that the The difference wouldn't be to B and B to C is blood blurred because even the physical products are connected to the end user Like my door lock, the August door lock I didn't just put got get the door lock and forget about that. Like I I value the expedience it gives me or problems that gives me on daily basis. So I'm close to that vendor, right? So So the middle men, uh, middle people are getting removed from from the producer off the technology or the product to the consumer. Even even the sort of big grocery players they have their APs now, uh, how do you buy stuff and how it's delivered and all that stuff that experience matters in that context, I think, um, having, uh, to be able to sell to thes enterprises from the Cloud writer Breuder's. They have to have these case studies or all these sample sort off reference architectures and stuff like that. I think whoever has that mawr pushed that way, they are doing better like that. Amazon is Amazon. Because of that reason, I think they have lot off sort off use cases about on top of them. And they themselves do retail like crazy. Right? So and other things at all s. So I think that's a big trend. >>Great. Great points are being one of things. There's a question in there about from, uh, Yaden. Who says, uh, I like the developer Lead cloud movement, But what is the criticality of the executive audience when educating the marketplace? Um, this comes up a lot in some of my conversations around automation. So automation has been a big wave to automate this automate everything. And then everything is a service has become kind of kind of the the executive suite. Kind of like conversation we need to make everything is a service in our business. You seeing people move to that cloud model. Okay, so the executives think everything is a services business strategy, which it is on some level, but then, when they say Take that hill, do it. Developers. It's not that easy. And this is where a lot of our cube conversations over the past few months have been, especially during the cova with cute virtual. This has come up a lot, Dave this idea, and start being around. It's easy to say everything is a service but will implement it. It's really hard, and I think that's where the developer lead Connection is where the executive have to understand that in order to just say it and do it are two different things. That digital transformation. That's a big part of it. So I think that you're gonna see a lot of education this year around what it means to actually do that and how to implement it. >>I'd like to comment on the as a service and subject. Get your take on it. I mean, I think you're seeing, for instance, with HP Green Lake, Dell's come out with Apex. You know IBM as its utility model. These companies were basically taking a page out of what I what I would call a flawed SAS model. If you look at the SAS players, whether it's salesforce or workday, service now s a P oracle. These models are They're really They're not cloud pricing models. They're they're basically you got to commit to a term one year, two year, three year. We'll give you a discount if you commit to the longer term. But you're locked in on you. You probably pay upfront. Or maybe you pay quarterly. That's not a cloud pricing model. And that's why I mean, they're flawed. You're seeing companies like Data Dog, for example. Snowflake is another one, and they're beginning to price on a consumption basis. And that is, I think, one of the big changes that we're going to see this decade is that true cloud? You know, pay by the drink pricing model and to your point, john toe, actually implement. That is, you're gonna need a whole new layer across your company on it is quite complicated it not even to mention how you compensate salespeople, etcetera. The a p. I s of your product. I mean, it is that, but that is a big sea change that I see coming. Subject your >>thoughts. Yeah, I think like you couldn't see it. And like some things for this big tech exacts are hidden in the plain >>sight, right? >>They don't see it. They they have blind spots, like Look at that. Look at Amazon. They went from Melissa and 200 millisecond building on several s, Right, Right. And then here you are, like you're saying, pay us for the whole year. If you don't use the cloud, you lose it or will pay by month. Poor user and all that stuff like that that those a role models, I think these players will be forced to use that term pricing like poor minute or for a second, poor user. That way, I think the Salesforce moral is hybrid. They're struggling in a way. I think they're trying to bring the platform by doing, you know, acquisition after acquisition to be a platform for other people to build on top off. But they're having a little trouble there because because off there, such pricing and little closeness, if you will. And, uh, again, I'm coming, going, going back to developers like, if you are not appealing to developers who are writing the latest and greatest code and it is open enough, by the way open and open source are two different things that we all know that. So if your platform is not open enough, you will have you know, some problems in closing the deals. >>E. I want to just bring up a question on chat around from Justin didn't fitness. Who says can you touch on the vertical clouds? Has your offering this and great question Great CP announcing Retail cloud inventions IBM Athena Okay, I'm a huge on this point because I think this I'm not saying this for years. Cloud computing is about horizontal scalability and vertical specialization, and that's absolutely clear, and you see all the clouds doing it. The vertical rollouts is where the high fidelity data is, and with machine learning and AI efforts coming out, that's accelerated benefits. There you have tow, have the vertical focus. I think it's super smart that clouds will have some sort of vertical engine, if you will in the clouds and build on top of a control playing. Whether that's data or whatever, this is clearly the winning formula. If you look at all the successful kind of ai implementations, the ones that have access to the most data will get the most value. So, um if you're gonna have a data driven cloud you have tow, have this vertical feeling, Um, in terms of verticals, the data on DSO I think that's super important again, just generally is a strategy. I think Google doing a retail about a super smart because their whole pitches were not Amazon on. Some people say we're not Google, depending on where you look at. So every of these big players, they have dominance in the areas, and that's scarce. Companies and some companies will never go to Amazon for that reason. Or some people never go to Google for other reasons. I know people who are in the ad tech. This is a black and we're not. We're not going to Google. So again, it is what it is. But this idea of vertical specialization relevant in super >>forts, I want to bring to point out to sessions that are going on today on great points. I'm glad you asked that question. One is Alan. As he kicks off at 1 p.m. Eastern time in the transformation track, he's gonna talk a lot about the coming power of ecosystems and and we've talked about this a lot. That that that to compete with Amazon, Google Azure, you've gotta have some kind of specialization and vertical specialization is a good one. But of course, you see in the big Big three also get into that. But so he's talking at one o'clock and then it at 3 36 PM You know this times are strange, but e can explain that later Hillary Hunter is talking about she's the CTO IBM I B M's ah Financial Cloud, which is another really good example of specifying vertical requirements and serving. You know, an audience subject. I think you have some thoughts on this. >>Actually, I lost my thought. E >>think the other piece of that is data. I mean, to the extent that you could build an ecosystem coming back to Alan Nancy's premise around data that >>billions of dollars in >>their day there's billions of dollars and that's the title of the session. But we did the trillion dollar baby post with Jazzy and said Cloud is gonna be a trillion dollars right? >>And and the point of Alan Answer session is he's thinking from an individual firm. Forget the millions that you're gonna save shifting to the cloud on cost. There's billions in ecosystems and operating models. That's >>absolutely the business value. Now going back to my half stack full stack developer, is the business value. I've been talking about this on the clubhouses a lot this past month is for the entrepreneurs out there the the activity in the business value. That's the new the new intellectual property is the business logic, right? So if you could see innovations in how work streams and workflow is gonna be a configured differently, you have now large scale cloud specialization with data, you can move quickly and take territory. That's much different scenario than a decade ago, >>at the point I was trying to make earlier was which I know I remember, is that that having the horizontal sort of features is very important, as compared to having vertical focus. You know, you're you're more healthcare focused like you. You have that sort of needs, if you will, and you and our auto or financials and stuff like that. What Google is trying to do, I think that's it. That's a good thing. Do cook up the reference architectures, but it's a bad thing in a way that you drive drive away some developers who are most of the developers at 80 plus percent, developers are horizontal like you. Look at the look into the psyche of a developer like you move from company to company. And only few developers will say I will stay only in health care, right? So I will only stay in order or something of that, right? So they you have to have these horizontal capabilities which can be applied anywhere on then. On top >>of that, I think that's true. Sorry, but I'll take a little bit different. Take on that. I would say yes, that's true. But remember, remember the old school application developer Someone was just called in Application developer. All they did was develop applications, right? They pick the framework, they did it right? So I think we're going to see more of that is just now mawr of Under the Covers developers. You've got mawr suffer defined networking and software, defined storage servers and cloud kubernetes. And it's kind of like under the hood. But you got your, you know, classic application developer. I think you're gonna see him. A lot of that come back in a way that's like I don't care about anything else. And that's the promise of cloud infrastructure is code. So I think this both. >>Hey, I worked. >>I worked at people solved and and I still today I say into into this context, I say E r P s are the ultimate low code. No code sort of thing is right. And what the problem is, they couldn't evolve. They couldn't make it. Lightweight, right? Eso um I used to write applications with drag and drop, you know, stuff. Right? But But I was miserable as a developer. I didn't Didn't want to be in the applications division off PeopleSoft. I wanted to be on the tools division. There were two divisions in most of these big companies ASAP. Oracle. Uh, like companies that divisions right? One is the cooking up the tools. One is cooking up the applications. The basketball was always gonna go to the tooling. Hey, >>guys, I'm sorry. We're almost out of time. I always wanted to t some of the sections of the day. First of all, we got Holder Mueller coming on at lunch for a power half hour. Um, you'll you'll notice when you go back to the home page. You'll notice that calendar, that linear clock that we talked about that start times are kind of weird like, for instance, an appendix coming on at 1 24. And that's because these air prerecorded assets and rather than having a bunch of dead air, we're just streaming one to the other. So so she's gonna talk about people, process and technology. We got Kathy Southwick, whose uh, Silicon Valley CEO Dan Sheehan was the CEO of Dunkin Brands and and he was actually the c 00 So it's C A CEO connecting the dots to the business. Daniel Dienes is the CEO of you I path. He's coming on a 2:47 p.m. East Coast time one of the hottest companies, probably the fastest growing software company in history. We got a guy from Bain coming on Dave Humphrey, who invested $750 million in Nutanix. He'll explain why and then, ironically, Dheeraj Pandey stew, Minuteman. Our friend interviewed him. That's 3 35. 1 of the sessions are most excited about today is John McD agony at 403 p. M. East Coast time, she's gonna talk about how to fix broken data architectures, really forward thinking stuff. And then that's the So that's the transformation track on the future of cloud track. We start off with the Big Three Milan Thompson Bukovec. At one oclock, she runs a W s storage business. Then I mentioned gig therapy wrath at 1. 30. He runs Azure is analytics. Business is awesome. Paul Dillon then talks about, um, IDs Avery at 1 59. And then our friends to, um, talks about interview Simon Crosby. I think I think that's it. I think we're going on to our next session. All right, so keep it right there. Thanks for watching the Cuban cloud. Uh huh.
SUMMARY :
cloud brought to you by silicon angle, everybody I was negative in quarantine at a friend's location. I mean, you go out for a walk, but you're really not in any contact with anybody. And I think we're in a new generation. The future of Cloud computing in the coming decade is, John said, we're gonna talk about some of the public policy But the goal here is to just showcase it's Whatever you wanna call it, it's a cube room, and the people in there chatting and having a watch party. that will take you into the chat, we'll take you through those in a moment and share with you some of the guests And then from there you just It was just awesome. And it kind of ironic, if you will, because the pandemic it hits at the beginning of this decade, And if you weren't a digital business, you were kind of out of business. last 10 years defined by you know, I t transformation. And if you look at some of the main trends in the I think the second thing is you can see on this data. Everybody focuses on the growth rates, but it's you gotta look at also the absolute dollars and, So you know, as you're doing trends job, they're just it's just pedal as fast as you can. It's a measure of the pervasiveness or, you know, number of mentions in the data set. And I think that chart demonstrates that there, in there in the hyper scale leadership category, is they're, you know, they're just good enough. So we'll get to those So just just real quick Here you see this hybrid zone, this the field is bunched But I think one of the things that people are missing and aren't talking about Dave is that there's going to be a second Can you hear us? So the first question, Um, we'll still we'll get the student second. Thanks for taking the time with us. I mean, what do you guys see? I think that discussion has to take place. I think m and a activity really will pick up. I mean, can you use a I to find that stuff? So if I wanted to reset the world stage, you know what better way than the, and that and it's also fuels the decentralized move because people say, Hey, if that could be done to them, mean, independent of of, you know, again, somebody said your political views. and he did a great analysis on this, because if you look the lawsuit was just terrible. But nonetheless, you know, to start, get to your point earlier. you know, platform last night and I was like, What? you know, some of the cdn players, maybe aka my You know, I like I like Hashi Corp. for many by the big guys, you know, by the hyper scholars and if I say the right that was acquired by at five this week, And I think m and a activity is gonna be where again, the bigger too big to fail would agree with Not at the same level of other to hyper scale is I'll give you network and all the intelligence they have that they could bring to bear on security. The where the workloads needs, you know, basic stuff, right? the gap on be a much, much closer, you know, to the to the leaders in orderto I think that's like Google's in it. I just I think that is a multi trillion dollar, you know, future for the industry. So you know, Google has people within the country that will protest contract because I mean, Rob Hope said, Hey, bar is pretty high to kick somebody off your platform. I think they were in there to get selfies and being protesters. Yeah, but my point is that the employee backlash was also a factor. I think you know, Google's got a lot of people interested in, particularly in the analytic side, is that they have to boot out AWS wherever they go. I think it's gonna be a time where you looked at the marketplace and you're And I think John, you mentioned Snowflake before. I remember back in the eighties, when you had open systems movement, I mean, certainly the marketing says that, I think if you don't appeal to developers, if you don't but extensive She said, Microsoft, If you go back and look at the Microsoft So the cloud next Gen Cloud is going to look a lot like next Gen Developer You got a shard, the databases you gotta manage. And if you look at what's happened since Kubernetes was put out there, what it's become the producer off the technology or the product to the consumer. Okay, so the executives think everything is a services business strategy, You know, pay by the drink pricing model and to your point, john toe, actually implement. Yeah, I think like you couldn't see it. I think they're trying to bring the platform by doing, you know, acquisition after acquisition to be a platform the ones that have access to the most data will get the most value. I think you have some thoughts on this. Actually, I lost my thought. I mean, to the extent that you could build an ecosystem coming back to Alan Nancy's premise But we did the trillion dollar baby post with And and the point of Alan Answer session is he's thinking from an individual firm. So if you could see innovations Look at the look into the psyche of a developer like you move from company to company. And that's the promise of cloud infrastructure is code. I say E r P s are the ultimate low code. Daniel Dienes is the CEO of you I path.
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An Absolute Requirement for Precision Medicine Humanized Organ Study
>>Hello everybody. I am Toshihiko Nishimura from Stanford. University is there to TTT out here, super aging, global OMIM global transportation group about infections, uh, or major point of concerns. In addition, this year, we have the COVID-19 pandemic. As you can see here, while the why the new COVID-19 patients are still increasing, meanwhile, case count per day in the United state, uh, beginning to decrease this pandemic has changed our daily life to digital transformation. Even today, the micro segmentation is being conducted online and doctor and the nurse care, uh, now increase to telemedicine. Likewise, the drug development process is in need of major change paradigm shift, especially in vaccine in drug development for COVID-19 is, should be safe, effective, and faster >>In the >>Anastasia department, which is the biggest department in school of medicine. We have Stanford, a love for drug device development, regulatory science. So cold. Say the DDT RDS chairman is Ron Paul and this love leaderships are long mysel and stable shaper. In the drug development. We have three major pains, one exceedingly long duration that just 20 years huge budget, very low success rate general overview in the drug development. There are Discoverly but clinical clinical stage, as you see here, Tang. Yes. In clinical stage where we sit, say, what are the programs in D D D R S in each stages or mix program? Single cell programs, big data machine learning, deep learning, AI mathematics, statistics programs, humanized animal, the program SNS program engineering program. And we have annual symposium. Today's the, my talk, I do like to explain limitation of my science significance of humanized. My science out of separate out a program. I focused on humanized program. I believe this program is potent game changer for drug development mouse. When we think of animal experiment, many people think of immediately mouse. We have more than 30 kinds of inbred while the type such as chief 57, black KK yarrow, barber C white and so on using QA QC defined. Why did the type mice 18 of them gave him only one intervention using mouse, genomics analyzed, computational genetics. And then we succeeded to pick up fish one single gene in a week. >>We have another category of gene manipulated, mice transgenic, no clout, no Kamal's group. So far registered 40,000 kind as over today. Pretty critical requirement. Wrong FDA PMDA negative three sites are based on arteries. Two kinds of animal models, showing safety efficacy, combination of two animals and motel our mouse and the swine mouse and non-human primate. And so on mouse. Oh, Barry popular. Why? Because mouse are small enough, easy to handle big database we had and cost effective. However, it calls that low success rate. Why >>It, this issue speculation, low success rate came from a gap between preclinical the POC and the POC couldn't stay. Father divided into phase one. Phase two has the city FDA unsolved to our question. Speculation in nature biology using 7,372 new submissions, they found a 68 significant cradle out crazy too, to study approved by the process. And in total 90 per cent Radia in the clinical stages. What we can surmise from this study, FDA confirmed is that the big discrepancy between POC and clinical POC in another ward, any amount of data well, Ms. Representative for human, this nature bio report impacted our work significantly. >>What is a solution for this discrepancy? FDA standards require the people data from two species. One species is usually mice, but if the reported 90% in a preclinical data, then huge discrepancy between pretty critical POC in clinical POC. Our interpretation is data from mice, sometime representative, actually mice, and the humor of different especially immune system and the diva mice liver enzyme are missing, which human Liba has. This is one huge issue to be taught to overcome this problem. We started humanized mice program. What kind of human animals? We created one humanized, immune mice. The other is human eyes, DBA, mice. What is the definition of a humanized mice? They should have human gene or human cells or human tissues or human organs. Well, let me share one preclinical stages. Example of a humanized mouse that is polio receptor mice. This problem led by who was my mentor? Polio virus. Well, polio virus vaccine usually required no human primate to test in 13 years, collaboration with the FDA w H O polio eradication program. Finally FDA well as w H O R Purdue due to the place no human primate test to transgenic PVL. This is three. Our principle led by loss around the botch >>To move before this humanized mouse program, we need two other bonds donut outside your science, as well as the CPN mouse science >>human hormone, like GM CSF, Whoah, GCSF producing or human cytokine. those producing emoji mice are required in the long run. Two maintain human cells in their body under generation here, South the generation here, Dr. already created more than 100 kinds based on Z. The 100 kinds of Noe mice, we succeeded to create the human immune mice led the blood. The cell quite about the cell platelets are beautifully constituted in an mice, human and rebar MAs also succeeded to create using deparent human base. We have AGN diva, humanized mouse, American African human nine-thirty by mice co-case kitchen, humanized mice. These are Hennessy humanized, the immune and rebar model. On the other hand, we created disease rebar human either must to one example, congenital Liba disease, our guidance Schindel on patient model. >>The other model, we have infectious DDS and Waddell council Modell and GVH Modell. And so on creature stage or phase can a human itemize apply. Our objective is any stage. Any phase would be to, to propose. We propose experiment, pose a compound, which showed a huge discrepancy between. If Y you show the huge discrepancy, if Y is lucrative analog and the potent anti hepatitis B candidate in that predict clinical stage, it didn't show any toxicity in mice got dark and no human primate. On the other hand, weighing into clinical stage and crazy to October 15, salvage, five of people died and other 10 the show to very severe condition. >>Is that the reason why Nicole traditional the mice model is that throughout this, another mice Modell did not predict this severe side outcome. Why Zack humanized mouse, the Debar Modell demonstrate itself? Yes. Within few days that chemistry data and the puzzle physiology data phase two and phase the city requires huge number of a human subject. For example, COVID-19 vaccine development by Pfizer, AstraZeneca Moderna today, they are sample size are Southeast thousand vaccine development for COVID-19. She Novak UConn in China books for the us Erica Jones on the Johnson in unite United Kingdom. Well, there are now no box us Osaka Osaka, university hundred Japan. They are already in phase two industry discovery and predict clinical and regulatory stage foster in-app. However, clinical stage is a studious role because that phases required hugely number or the human subject 9,000 to 30,000. Even my conclusion, a humanized mouse model shortens the duration of drug development humanize, and most Isabel, uh, can be increase the success rate of drug development. Thank you for Ron Paul and to Steven YALI pelt at Stanford and and his team and or other colleagues. Thank you for listening.
SUMMARY :
case count per day in the United state, uh, beginning to decrease the drug development. our mouse and the swine mouse and non-human primate. is that the big discrepancy between POC and clinical What is the definition of a humanized mice? On the other hand, we created disease rebar human other 10 the show to very severe condition. that phases required hugely number or the human subject 9,000
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Mike Haag, Red Canary | Splunk .conf19
>>Live from Las Vegas. That's the Q covering splunk.com 19 brought to you by Splunk. >>Hey, welcome back. Every once the Q's live coverage here in Las Vegas for Splunk's dot com 2019 it's Splunk's 10th year having the events, the cubes coverage seven years, the cube independent media company breaking down, extracting the signal from the noise dot on the top people, top experts, tell them the stories that matter. We're here with Mike EG, director of applied research for coming red Canary. Mike, thanks for coming on. I appreciate it. Thank you. So red Canary is a company doing here. What's the focus? What does it company do? Take a minute to explain red County area and why you're here at.com. Sure, thank you. So we are a managed endpoint detection and response organization. We partner with organizations of all sizes to help them eradicate evil, for instance. So we help them with monitoring their environment. We investigate, respond and act on threats or so on the notes here, you guys have a topic session finding titled finding evil is never an accident, how to hunt in bots. >>So using bots, hunting down evil, you guys are out there doing this as a business. What does it mean? What does he, what if, first of all, what is evil and how do you hunt it down? Take us through that Sarah. So the talk is based around the boss of the SOC data set that was released by Splunk. They have version two, version one and version three will be coming out soon and they just released version four here. And so the talks all focused on how to find evil within bots. The three are actually V forum, sorry, the one that just came out. And so what we do as an organization is we help businesses get through their data, kind of like your guys' mission as well. Like get through them all the haystack, find the bad things and present that to our customers in a really fast way. >>So that's kind of where we are today. Archives to find the good content. Great experts like yourself tell about your role. You're like a researcher, but it's not like you're sitting back there applied research we applied means it's not like just making it up, you know the next moonshot, you guys are applied specifically to hunting down evil. That's your role. What does that entail? You guys have to sit back, zoom back, look at the data that the Splunk's providing some benefits with their, they're exposing their data. What does it mean to hunt down? What's, what's the requirements? How do you set that up? What are you looking at you going through day? Those are the dashboards. What are the what? What, what do you deal with and your job? >> Yeah, so like a day to day or like kind of what our team does is we focus on like what's going on previously, what are we seeing in the wild? >>Like what campaigns are happening and then my role within my team is focused on what's coming. So what are, what are red team's working on? What are pen testers looking into? Take that information, begin testing and begin building proof of concepts. Put that back into our products so that whether it's two weeks, six months, two years, we have coverage for it, no matter what. So a of us, a lot of our time is generating proof of concepts on what may be coming. So there's a lot of very unique things that may be in the wild today. And then there's some things that we may never see that are just very novel and kind of once, once, once a time kind of thing. Right? >> So you know, we love talking about data that we've been covering data since 2010 the thing that's interesting and I want to get your thoughts on this because you know, eval has arbitrage built into it. >>They know where to hide. And so the question is, is that what are you looking at matters, right? So the so, so, so there's a lot of exposure. But the question I have for you is, what is the problem that you're solving? Why do you guys exist? Was it because evil was better to adversaries? Were better at hiding? Is it automation can solve patterns they haven't seen yet? Because if you automate something you haven't seen yet, so is it new things? So why, what's the problem statement that you guys are attacking? Yeah. So hit it. It's a lot. There's a lot, there's a lot to inbox. Um, so like in particular in this instance, seeing something that happened yesterday and then what's happening today is actors are working to break process lineage within what's happening on the employee. Because actors know that everything's happening on an employment. >>Yes, there's traffic coming in, but there's execution going on in a single place on that box. So their whole tactic now is to try to break that lineage. So it's not Microsoft word spawning something. It's now Microsoft word opens and as spawns over there off another process, right? So we're here to monitor those types of behaviors. And that's pretty much like the core of red Canary. We've always focused on the end points. We only do emblem implant based products. We don't like monitor networks. We don't monitor firewalls or anything like that. We're very focused, uh, hyper focus on employee behaviors. And so, and that, that's the cool part about our job is we get to see all the really new things that are happening. And if you look at it, these breaches in the past, it's happening on the endpoint and that's probably where we are. >>And actually day the Canary in the coal mines all expression, everyone knows that or if older might know that. But you know, identifying and being that early warning detection system really kind of was the whole purpose of the Canary in the coal mine, red Canary red teams. I'm kind of putting it together. What are some of the things that you've seen that, that as an example of why you exist? Because it, is it new things, is it that, you know, Hey, our known thing or balls, what are some of the examples that you can point to that, that point of why you guys exist? Yeah, sure. Um, a good example is kind of like the looking forward stuff where red team's going, where actor's going. So a lot of them are moving to C sharp and.net Tradecraft, which is very native to the operating system. >>And windows. Um, so if they're doing that, they're moving away from what they're always, what they've been used to the last few years, which is PowerShell. So our sales kind of dead then now we're going to C sharp and.net. So a lot of our focus today is how can we better detect those? And vendors are moving that way too. They're, they're starting to see that they have to evolve their products to the next level order to detect these behaviors. Cause I mean that's, that's the whole reason why a lot of these EDR vendors are here. Right? And, and it's all data like you said. And so feeding it into a Sam or with a Splunk in particular, you're able to correlate those behaviors and look at very specific things and find it real well know. One of the things that a lot of security practitioners and experts and advisors have been looking at over years is data. >>So it's not, it's no secret data and critical. But one of the things that's interesting is that data availability has always been an issue. Sharing data. And then the message here@splunk.com for the 19 is interesting. You've got data diversity now exposure to the fabric search concept there they got accelerated and realtime times too. We've always had that. But as it kind of comes together, they're looking to get more diverse aperture to data. Yup. Is that still an ongoing challenge and what are, cause if you have a blind spot, you only, this is where the potential danger. How do you guys talk about that? What's the narrative around diverse data sets? How to deal with them effectively and then if blind spots exist, what do they look like or how do you figure that out? Yeah, we, so I, I've been with red Canary for over three years, about three years now. >>And one of the things I started at was a technical account manager incident handler. And so I helped a lot of our customers go from, we bought you red Canary to monitor points, but what should we do next? And so we, our incident handling team will come in and assist a customer with, you guys should start going down this road. Like, how are you bringing everything together? How are you analyzing your data down to just operationalizing like some use cases and playbooks within their data. Like you got EDR. Now let's look at your firewalls. How, how rich of that data can be helped enrich what the EDR information like here's the IP address and carbon black response. Where's it going this way on your firewall or your appliance is going out and you know, and things like that. So we have a whole team dedicated to it and that's like the focus of the. >>We took a poll in our, we have a, you know, this acumen operate for 10 years. It's our seventh year squad, Dave and I took a poll of our cube community, um, but 5,000 alumni and we asked them about cloud security, which vendors are the best and Splunk is clearly number one in third party data management. I got him out, he's got a category but cloud security. How should the cloud vendors provide security, Google, AWS and Azure. But outside of the core cloud providers, Splunk's number one, clearly across the board. How is Splunk doing in your mind? How do you guys work with Splunk? What's the dynamic? What's your relationship with Splunk and where Splunk position in your mind? Because as cloud becomes more prevalent with cloud native, born in the cloud and with hybrid there's a unification, not just with data. They have infrastructure operations. >>Yup. So Splunk role and then their future prospects share. Um, so red Canary uses Splunk too. So we, we process I think like 30 terabytes plus of data a day coming to our engine that we built. And that's the kind of like proprietary piece of red Canary. 30 terabytes of data flows through. We use a like a DSL, like a language that sits on top of it, that queries they're looking for those behaviors. We send those tip offs as we call to Splunk and we actually track a lot of the efficiencies of our detectors that way. So we look for how low detectors doing, is it triggering, is that false positives? How many false positives over time. And then also how much time our analysts are spending on those detectors. You know, they get a detector or a in event and they review that event and they're spending 2030 minutes on it and well what's wrong with it? >>Is there something going on here? Do we need to cut something back and fix it? So we use Splunk a lot of, for like the analytics piece of just how our operation works. It's awesome. It's really neat to see >> him for, one of the things that I've been proud of with covering Splunk is we showed them early when they were just started, then they went public. Yeah. Just watching how they've grown. That did a lot of great things. But now the theme is applications on top of Splunk. They're an enabling platform. They had a couple of key pillars. I want you to talk about where you guys fit and where you see the upside. So swamp has the developer area, which is, they have all these deck, new developers, security and compliance and fraud, um, foundations and platform stuff. And then the it ops does this analytics, AI ops, they've got signal FX, cloud native. >>So those are the kind of the four key areas around their apps, their app strategy. Do you guys cut across all those? You are you guys developing? Are you doing all, what's the, what's the red Canary fit into that? Yeah, it seems like you've probably our cross section. Yeah, probably most likely fitting into a few areas within Ed's. My team has developed a couple apps for Splunk, so we've published those. We have like a app that we pushed out. We have a carbon black response app, which we co-developed many years ago. Those things are all out there. We've helped other people with their apps and, but yeah, it's, it's a little mix of everything. And I think the big core thing that we're all looking to today is like how can we use more of the machine learning toolkit with Splunk, um, for our customers and for us internally. >>Like how can we predict things better with it? So there's, there's a lot of little bit of focus of that same thing. In your opinion, B2B out in the field, you mean the front lines, now you're in research, you got that holistic view, you're looking down at the, on the field, the battlefield, if you will, the adversaries will evil out there. What do you look for? I mean, what's the, what's the triggering event for you? How do you know when you need to jump in and get full ready, alert and really kind of sound off that, you know, that Canary alarm saying, Hey, you know, let's take action here or let's kind of like look at that and take us through some of those priorities. What's the, some of the workflow you go through? Yeah, so um, we'll end up either sending a detection to a customer and either they'll trigger like, Hey, can you give us more context around this event that happened? >>Or it will be, we had a pen test, red team, bad thing happen. Can someone else investigate further? And so I'll come in might from my perspective, I'll come in kind of like a, almost like a tier three in a way. We'll come in, we'll do the additional research beyond what our detectors already caught looking for. Many things, you know, did, was there something we missed that we can do better at detecting next time? Is there any new behaviors involved with something drop that you know, that the actor had left within the environment that may have gone by antivirus prevention controls, anything like that. Um, and then also just understanding their trade craft. Right? So we track a lot of teams and disturbed behaviors and we're able to kind of explore and you know, build those you gotta you gotta be on everything. Basically you gotta survey the entire landscape. >>Yep. You come in post event. Yeah. Do the collateral damage analysis and the dead map. That's a really cool thing about like the Splunk boss's a sock data set. Right. And that's where my talks a lot about is it's a very like, basic talk, but it focuses on how to go from beginning to end investigating this big incident that happened. You know, cause when you get an a detection from like in organization you might just find that it was delivered to a word doc, a couple of things executed. But was there something else that happened? Right? And there's like your Canadian Nicole mind piece, right. You know, finding other things that occurred within the organization and helping ideally your data essentially is the foundation for essentially preventative side. So it's, yes, it's kind of a closed loop kind of life cycle of yep. Leverage operating leverage data standpoint. >>Yeah, it's a solid point. We, I coined the term like three years ago called driving, driving prevention with detection. So take all your detection logic and understanding and things you see with products, even EDR Avi, and use that to drive your prevention. So it's just a way that if you're just alerting on everything, take that data and put it into your preventative preventative controls. So Michael got asked you, how is cloud, how is cloud changing the security formulas? Because obviously scale and data are big themes we hear all the time. I mean has been around is not a new thing. But the constant theme that I see in all my cube interviews we've done over the years and this year is the Nord scale comes up, is unprecedented scale, both in data volume, surface area needs for things like red Canary teams to be in there. What do you see with the impact the cloud is it really should change the game in any way? >>He has it's speed as new cloud. It's the speed of new cloud technology that seems to constantly be coming out. Like one day it's Docker, next day it's Coobernetti's and then there's going to be something tomorrow. Right? Like it just constantly changes. So how can vendors keep up with logging, making sure it's the right type of logging and being able to write detection on it or even detect anything out of it. Right. One, the diversity too is a great point. I want to know. Firstly, blogs are great. Yeah, you got tracing. So you have, so there's now different signaling. Yeah. So this app now a new thing that you got to stay on top. Oh, totally. Like look at any, any MSSP, they have thousands of data sources coming in. And now I want you to monitor my Coubernetties cluster that scales horizontally from 100 to 5,000 all day, every day like Netflix or something. >>Right? And I want you to find the bad things in that. It's a lot going on. And this is where machine learning and automation come into play because the observability you need the machine learning. They've got to categorize this. Okay. Again, humans do all this. No, yeah, it takes a machine. I'm using machines with human intelligence in a way, right? So have a human driving the machine to pull out those indicators, those notables. Michael, thanks for coming on. Great insight. Great signal from the noise. You're still distracting there. Great stuff. Final question for that to end the segment. In your opinion, what's the top story in the security industry that needs to be continually told and covered and reported on? >> Ooh, that's, that's a good one. Um, you hear any threats, platform development, new stacks developing. Is there like a one area that you think deep that's the high order bit in terms of like impact? Yeah. I think focus on, I'm going to say point cause that's where everything's executing and everything's happening. Um, and that's the biggest thing that it's only gonna get more challenging with IOT edge and industrial IOT. Yes. The edge is the end point. End points are changing. The definition is changing at exact right stuff coming on from red Canary here in the queue, the Canary in the coal mine. That's the cube. Brand-new. The signal here from.com 19. I'm John furrier back with more after this short break.
SUMMARY :
splunk.com 19 brought to you by Splunk. So we help them with monitoring their environment. And so the talks all focused on how to find evil within bots. What, what do you deal with and your job? And then there's some things that we may never see that are just very novel and kind So you know, And so the question is, is that what are you looking at matters, And if you look at it, these breaches in the past, it's happening on the endpoint and that's probably where we are. Um, a good example is kind of like the looking forward stuff where red team's going, And, and it's all data like you How to deal with them effectively and then if blind spots exist, what do they look like or how do you figure that out? And so I helped a lot of our customers go from, we bought you red Canary to monitor points, We took a poll in our, we have a, you know, this acumen operate for 10 years. And that's the kind of like proprietary for like the analytics piece of just how our operation works. him for, one of the things that I've been proud of with covering Splunk is we showed them early You are you guys developing? How do you know when you need to jump in and get Is there any new behaviors involved with something drop that you know, that the actor had left You know, cause when you get an a detection from like in organization you might just find that it was delivered you see with products, even EDR Avi, and use that to drive your prevention. So this app now a new thing that you got to stay on top. So have a human driving the machine to Um, and that's the biggest thing that it's only gonna get more challenging
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Edaena Salinas, The Women In Tech Show & Microsoft | KubeCon 2017
>> Narrator: Live from Austin, Texas, It's theCUBE, covering KubeCon and CloudNativeCon 2017. Brought to you by Red Hat, the Linux Foundation, and theCUBE's ecosystem partners. >> Welcome back and we're live here in Austin, Texas. theCUBE's exclusive coverage of CloudNativeCon and KubeCon, which stands for Kubernetes Conference, the not Cube, C-U-B-E, that's us. I'm John Furrier here with Matt Broberg, co-host in here for Stu Miniman, podcaster himself And we also have a special podcaster here on theCUBE, Edaena Salinas, who's the host of The Women in Tech Show @techwomenshow on Twitter, also a software engineer at Microsoft. Welcome to theCUBE, thanks for joining us. >> Thank you for having me. >> This is kind of like a podcast, we're like live though, we're streaming. >> Oh, okay. >> Love your sweater, that's a binary tree holiday tree. >> Binary Christmas tree. >> Binary Christmas tree. >> So perfect. >> I'm going to do a quick sort quickly, no I'm only kidding. So question for you, you've got a great program, you've got a desk over there, you're doing some interviews here, great to see you here doing The Women in Tech. We've done a lot of women in tech interviews on theCUBE, love to showcase women programming, women developers, women in stem, great that you do it so congratulations. So tell us what's the vibe like, are you people excited to do podcasting, is it all women, do you interview men, so tell us a little bit about the show. >> That's a good question. The motivation of the show is to have technical women talk about what they're working on, the products they're building or business strategy, instead of what does it feel like to be a woman in tech, or the only woman in the meeting room. Those conversations are valid, but I think we've heard a lot of those, and the community can benefit if they're just listening to what they're working on. >> It's great to get the education out there. So I have a question for you, I'd love to ask this. But I never really had a, talk about software engineering on theCUBE, what's the style difference in coding, do that's talked about, are women, do they code differently? Is it, probably neater, cleaner, is there biases in coding in that come into, because. >> I'm not aware of (laughs) difference like that, but, you could find that out if you run a script on the GitHub projects but, I don't think it affects. >> People don't, they don't talk about that, do they? >> They don't talk about that, and I certainly haven't experienced anything like that, and I learn from my coworkers and they learn from me. >> Now what are you working on at Microsoft? >> I am at Microsoft Research earlier this year, so what I work on is adding AI features to our existing products, like Outlook and Dynamics, so yeah. >> And I want to switch gears and talk about the podcast a little bit. So, I'm curious what was your inspiration to start it, and had you done podcasts before or did it just feel right, like this is the time to do something? >> I hadn't done a podcast before, but I had listened to a lot of shows. And the initial motivation of this is, at Microsoft where I work, they have this Meet Our Leader series, where they bring men and women in a leadership position. The audience is mostly women, and I was tuning in there by Skype, and there's 200 people listening to them plus people in the room, and they're asking questions about what's our business strategy or technical questions, so I'm like, women want to know about these things, and then in addition to that I noticed some women, technical women, they list on their website, I love giving talks, just not the diversity talk or the lady panel, I've given it several times, I just want to talk about cloud computing or the things that I work on. And then I looked if someone was doing this already, a show like this. I didn't find it, so I started it, and it helped that I listened to other shows. >> I mean I find when I talk to a lot of my women friends that are technical, sometimes CTOs and higher, and even down in programming, they don't want to, they just want to talk about what they're working on. They don't want to be the, that woman in tech on the panel, I've had a friend said to me privately over the weekend at a party, I don't, am sick and tired of being called and them saying, I need a woman on a panel. >> Yeah. >> I mean, it's kind of like a backlash, but they also feel obligated to do it. >> Yeah. There's kind of a new culture developing. Talk about that, and what that kind of conversation's like in your world. >> Well what I've heard, for example Sheryl Sandberg I think has said, there, we will reach a point someday where we won't be called a female CEO or a woman engineer, it would just be engineer. So, that's our goal, to just lose that label at someday, right now, the show has the label because I'm raising awareness of having them talk about technical topics. As more people hear about them, it's just going to be natural and normal like, sure I learned from Nicole about Kubernetes, and then men are also listening to the show, which I think benefits a lot the community. >> I have two daughters, one's in high school, one's in college, one's at Cal, and they're techies, they're science, they like science, not coding yet. Their mom doesn't want them to be like me and code, but, so they're, but they're-- >> Just give them the choice >> I said hey, do you do Cube interviews, it's also an option. But in their culture, when I ask them about this, they're like, we don't think about it. So there's a, at their level, they're all in school together and it's interesting, I think a time is coming now where the awareness is putting the old guard pressures away, there's still some bad behavior, no doubt about it, I see it everyday and it's being called out, thank god, but now it's just like, you're a person in tech. >> Exactly. >> So I think respect is the number one, respect for the individual is something that we always preach, independent of who the person is, male, female, whatever. >> Yeah, exactly, and we will reach that point soon, I hope so, where we lose the label. >> So you're 77 episodes in, I'm also a listener, I learned a ton from it, you have brilliant people on every week. I really admire you for that because I know how hard it is to produce a podcast. What are some of the things you didn't know before starting a podcast that like, oh wow, that takes more energy than it looked like at the time. >> That's a good point, yes. The very first few interviews that I did, I didn't take into account how the guest would respond. So I prepared the questions in advance, and then I would think, this is going to be a two-minute answer, but the person just ended up saying yes, no, or sure, that's a big problem, and I was counting on it to be more, so I needed to prepare in that aspect and what helps is just, if they've already given talks, just look them up on YouTube or find all their interviews they've done, just to get a sense of how they talk. There's also people that tend to give super long answers, and you need to prepare for that, how you're going to handle it. >> I noticed you had someone from Bitnami came by recently, was that Erica? >> Erica Brescia came on the show a few months ago, the COO of Bitnami, and in that episode we focused a lot on entrepreneurship, she came out of YC, so sort of building Bitnami to where it is, and today I interviewed the engineering manager of Bitnami, and she talked about Kube apps and all this security aspects. >> What are some of the innovations you're seeing in your interviews? Can you highlight some examples recently that jump out at you, that are, lot of innovation coming from these ladies, what are some of things that they've done? Shine the light on some of the awesome highlights from your guests. >> One of my favorite ones is Rachel Thomas, she works at Fast.ai, what she works on is bias in machine learning. Machine learning is about learning from your data, but I've heard, this woman at a conference bring it up, like, if I'm a minority, I'm a minority in the data. So you need to take that into account. So there's a lot of people working in the space. That was a really cool project I think. >> Data driven analysis. >> Yeah, but sort of, considering that bias that can be in that data, and make sure your data is better. So for example, it's a known fact that there's a lot of men in the technology field, so if you're going to get job recommendations, if a person like me, Mexican, I studied computer science but if I'm a minority in the dataset, maybe I'm not going to get the recommendation. I'm not saying that how it works, but that could potentially be an issue. >> It's a statistical fact. >> Yeah, but if you don't take that into account in your system, maybe women are not getting job recommendations, of openings. >> That's a good point. >> So, it brings up-- >> That's a really powerful observation, right, and I was curious, as a software engineer, software engineering is your craft and podcasting is your hobby, how has podcasting influenced your software engineering skills? Because ultimately that's the path you're going down career-wise. >> Well a big part of software engineering is about talking to your team and going to meetings, talking about solutions. Podcasting has help me a lot, improve my soft skills. For a period of time I was editing my own shows. One thing that I noticed is when I was talking to my guests, I'm listening to my recording, when I would say an idea, I would tend to lower my voice. So I noticed that, and then I said to myself, I'm probably doing this in the meetings at work, and then, I work-- >> What an amazing insight, right, like now you're seeing how you're presenting yourself in front of other people in technical ways and then you get to bring that into your work. >> Yeah, whenever I would say an idea I would just be like, what happens if we do this instead? That was like I have to-- >> That's a great example of self-awareness, right, I mean, everyone should do that, listen to their, look at their actions. >> Yes, so it helps with the soft skills. And it also helps if you're working in a certain area of software engineering, and you want to find out more about it, you can decide to do more shows on that and just share that with the community that women are working on this. >> It's great to see you have some Cube alumni like Erica on, we interviewed her on theCUBE at Google Next a few years ago. Share some coordinates, when does the show go out, when do you record it, does it ship on a regular cadence, share a little information. >> The show is released weekly. I publish Monday evenings, but I share it on social media on Tuesday mornings, so if you're subscribed, you would get it Monday evenings. >> Good for the week, running, on the bike, in the car. >> It's 30 minutes. >> Any video podcasting coming? >> I don't have any video, no. >> Lot more editing required, trust me on that one. Cool. What's the most exciting thing that you're working on right now? You have the podcast, which is a super cool hobby, great to get those voices out there, so congratulations. But at work, what are you working on? >> Yes, well like I mentioned earlier, I work on a team it's a team under Microsoft Research, a lot of it, we don't know what people working on there, but, my team works closely with product teams. So we're adding AI features to Outlook and Dynamics CRM. Just to increase the productivity aspect, in this sense. >> So you're bringing applied R and D to the product groups, mostly AI? >> Yes, yeah. >> What's the coolest thing in AI that you like? >> Oh wow, well I really like recommendation systems and things like that. >> All right, well thanks for coming on theCUBE, really appreciate it, The Tech Women podcast here, they got a booth over there. Doing great interviews, here's at theCUBE we're doing our share. Two days, the second day of live wall to wall coverage. Be right back with more live coverage, in Austin Texas. You here the music, this is the big D, Texas here in Austin Texas. More live coverage, that's Dallas, we're in Austin. Be right back with more live coverage after this short break. (futuristic music)
SUMMARY :
Brought to you by Red Hat, the Linux Foundation, Welcome to theCUBE, thanks for joining us. This is kind of like a podcast, we're like live though, to do podcasting, is it all women, do you interview men, The motivation of the show is to have It's great to get the education out there. on the GitHub projects but, I don't think it affects. and I learn from my coworkers and they learn from me. I am at Microsoft Research earlier this year, like this is the time to do something? and it helped that I listened to other shows. I've had a friend said to me privately over the weekend but they also feel obligated to do it. Talk about that, and what that kind of conversation's So, that's our goal, to just lose that label at someday, I have two daughters, one's in high school, I said hey, do you do Cube interviews, for the individual is something that we always preach, I hope so, where we lose the label. What are some of the things you didn't know I didn't take into account how the guest would respond. the COO of Bitnami, and in that episode we focused a lot What are some of the innovations you're seeing So you need to take that into account. in the technology field, so if you're going to get job Yeah, but if you don't take that into account and podcasting is your hobby, how has podcasting So I noticed that, and then I said to myself, to bring that into your work. everyone should do that, listen to their, and just share that with the community It's great to see you have some Cube alumni on Tuesday mornings, so if you're subscribed, great to get those voices out there, so congratulations. Just to increase the productivity aspect, in this sense. and things like that. You here the music, this is the big D, Texas
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Zachary Musgrave & Chris Gordon, Yelp | Splunk .conf 2017
>> Narrator: Live from Washington D.C., it's theCUBE. Covering .conf2017. Brought to you by Splunk. >> Well welcome back here on theCUBE. We continue our coverage of .conf2017, we're in Washington D.C. Along with Dave Vellante, I'm John Walls. And Dave, you know what time it is, by the way? Just about? >> I don't know, this is the penultimate interview. >> It's almost five o'clock. >> Okay. >> And that means it's almost happy hour time. So I was thinking where might we go tonight, so-- >> There's an app for that. >> There was, and so I looked. It turns out that the Penny Whiskey Cafe is just two tenths of a mile from here. And you know how I knew that? >> How's the ratings on that? >> We got four. >> Four and half with 52. >> 52 reviews? >> Yeah, I feel good about that. >> Yeah, that's pretty good. That's a substantive base. >> I feel very solid with that one. We'll make it 53 in about a half hour. Of course I found it on Yelp. We have a couple of gentlemen from Yelp with us tonight. I don't have to tell you what Yelp does, it does everything for everybody, right. Zach Musgrave, technical lead, and Chris Gordon, software engineer at Yelp. Gentlemen, thanks for being here. And U can join us, by the way, later on, at the Penny Whiskey if you'd like to. First off, what are you doing here, right, at Splunk? What's Yelp and Splunk, what's that intersection all about? Zach, if you would. >> Sure, well Yelp uses Splunk for all sorts of purposes. Operational, intelligence, business metrics, pretty much any sort of analytics from event driven data that you can really think of, Yelp has found a way, and our engineers have found a way to get that into Splunk and derive business value from it. So Chris and I are actually here, we just gave a breakout session at .conf, talking about how we find strong business value and how we quantify that value and mutate our Splunk cluster to really drive that. >> Okay. >> So, so how do you find value then, I mean, what was? >> It's hard. Chris was one of the people who really, really drove this for us. And when we looked at this, you know I once had an engineer who came up to our team, we maintain Splunk amongst other things, and the engineer said can I ingest 10 terabytes of data a day into Splunk and then keep it forever? And I said, um, please don't. And then we talked a bit more about what that engineer was actually trying to do and why they needed this massive amount of data, and we found a better way that was much more efficient. And then where we didn't need to keep all the data forever. So, by being able to have those conversations and to quantify with the data you're already ingesting into Splunk, being able to quanitfy that and actually show how many people were searching this, how's it being used, what's the depth of the search look like, how far back are they looking in time. You can really optimize your Splunk cluster to get a lot more business value than just naively setting it up and turning it on. >> So you weren't taking a brute force approach, you were smarter about that, but you weren't deduping, you were identifying the data that was not necessary to keep, did I get that right? >> Correct. Yeah, we essentially kind of identified what are highest cost per search logs, which we basically just totaled up how many times each log was searched, and then tried to quantify how much each logs was costing us. And then this ended up being a really good metric for figuring out what we'd want to remove or something that was a candidate for dislodging the data somehow. >> So, you guys gave a talk today. We were talking off camera about pricing, that's not something you guys get involved in, but I would categorize this as sort of how do you get the most out of that asset, called Splunk, right. Is that sort of the >> Exactly. >> theme of your talk, right? >> Yeah. We talk a lot about expected value amongst our team, and in the talk we just gave. And we don't ever think about this as, oh do this so that you can spend less money on Splunk or on your infrastructure that's backing Splunk. Think about is more as we have this right now and we can utilize it more effectively. We can get more value out of what we already have. >> Okay, so, I wonder if we could just talk a little bit about your environment. We know you run on AWS. How does that cloud fit in with Splunk, paint a picture for us, if you would. What does it all look like? >> Yeah, so we have two clusters actually. One is the high value, high quality of service cluster, it's the larger generic, we call it generic prod, and then we have another one, where we kind of have our more verbose, maybe slightly less valuable per log cluster. And this runs on a D2, which is just instant storage. And then the higher performance cluster runs all on a GP2. So it's basically just SSDs. And we also do, we also have four copies of each log and we have two searchable copies of each log, so it's pretty well replicated. >> Dave: Okay, so that's how you protect the data. >> Yeah. >> Is to make copies, in what, in different zones, or? >> Yeah, we have two copies of each log in each availability zone, and then one searchable copy of each log in each availability zone. >> And you guys are cloud natives, all cloud, just out of school and graduate school. So you talked about infrastructure as code. You don't do any of that on-prem stuff, you're not like installing gear. And so it's not part of your lexicon, right? >> No. >> Okay. So I want to do a little editorial thing. Kristen Nicole, our managing editor, sent the note around today saying 101s get the best traffic on the website. So I want to do a little DevOps 101, okay. Even though, it's second nature to you, and a lot of people in our audience know what it is. How do you describe DevOps? Give us the 101 on DevOps. >> Okay so, DevOps is a complicated thing, but and occasionally you see it as like a role on like a job board or something. And that always strikes me as odd, because it's not really a role. Like it's a philosophy moreso. The way that I always see it, is it used to be like pre DevOps, was the software developers make a thing, and then they throw it over the fence, and operations just picks it up. And they're like well what do we do with this, and deploy it, okay, good luck. And so with this result in a sort of an us against them mentality, where the developers aren't incentivized to really make it resilient, or really document it well, and operations and the sys admins are not incentivized to really be flexible and to be really hard charging and move quickly, because they're the ones who are going to be on call for whatever the developers made. DevOps is a we, instead of an us verses them. So for example, product teams have an on-call rotation. Operations and sys admins write code. There are still definitely specializations, but it all comes together in a much more holistic manner. >> Okay, and the ops guys will write code, as opposed to hacking code, messing up your code, throwing it back over the fence, and saying hey your code doesn't work. >> Exactly. >> And then you say well it worked when I gave it to you. And then like you said that sort of finger pointing. >> We are totally done with works on my machine, it's over. No more. >> Okay, and the benefits obviously are higher quality, faster time to market, less food fighting. >> Yup, exactly. In the old model you'd have a new deployment of like a website like maybe once a week or maybe even once a month. Yelp deploys multiple times everyday over and over again. And each one of those is going to include changes from a dozen different engineers. So we need to be agile in that manner, just like with our Splunk cluster. >> I mean you guys are relatively new, four years and two years, perspectively. But these days it's a long time. How would you describe your Splunk journey. Where did it start and where do you want to take it? >> I would say it started, you actually had Kris Wehner on here last year, and he talked a lot about it. He was the VP of engineering at SeatMe. And he kind of got Yelp onto the whole Splunk train. And at that point it was used mostly by SeatMe and everyone at Yelp was like oh this is fantastic, we want to use this. And we started basically migrating it to our VPC. And have generally, we're starting to now get everything going, get all the kinks worked out, and really now we're trying to see where we can provide the most value and make things as easy as possible for our developers to add logs and add searches and get what they need out of it. >> So what kind of use cases are you envisioning, and where are you getting value out of it? >> So we have our operations teams get a lot of value out of it when there's some outage happening. And it's really useful for them to be able to just look at the access logs and see what's going on. And Splunk makes that very easy. And we also get a lot of value out of Yelp's application logs. Splunk has been great for figuring out when something's not right. And allowing us to dig in further. >> So yeah, at the end of the day, as consumers, what does this mean to us, ultimately? Like our searches are faster, searches are more refined, searches are more accurate? What does it mean to me at the end of the day that you're enabling what activity through this technology. >> Dave: Yeah, it'll be more secure? >> Yeah, what does it mean? >> As an end user of Yelp? >> Yes. >> So, I'll give you one example that always sticks out in my mind. So I don't know if you all know this, but you can actually do things like order food via Yelp, you can make appointments via Yelp, even with like a dentist. You can beauty appointments, all sorts of personal services. >> Hair salon came up today actually, when I was looking for a bar. >> Absolutely. That's not supposed to happen. >> Dave: Well that was the Penny Whiskey Cafe. >> You never know, but what ever's next door I don't know. >> Can you get a haircut while you drink? >> Hair salons in the District are pretty impressive. >> I wasn't planning on it, no. But anyway, I'm sorry. >> Anyway, so we work with a lot of external partners to enable all these different integrations, right. So you press start order, and then eventually you see the menu, and then you add some stuff to your cart, and then you have to pay. And so if you haven't given us your credit card information yet, then you have to enter that, and that has to go to a payment processor, the order of course has to go out to the partner who's going to fulfill your order, and so on. So there's this pipeline of many different micro services plus the main Yelp application, plus this partner who's actually fulfilling your order, plus the payment processor, and so on, and so on. And it ends up with this really complicated state machine. So the way that actually works under the hood, to be very simplistic, is there's a unique order identifier that is assigned to you when you start the order. And then that passed through the whole process. So at every step in this process a bunch of events are emitted out of the various parts of the pipeline and into Splunk, where they're then matched to show that your order is progressing. And the order didn't get stuck. Because you know what's really sad is when you order food and it doesn't show up. So we really have to guard against that. >> Yeah, we hate that. >> Yeah, everybody does. So it's really important that we're able to unify this data, from all these different places, Splunk's really great for that, and to be able to then alert on that and page somebody and say hey, something's not quite right here, we have hungry folks. >> So while I have the smartest guys that we've interviewed all week here, you mentioned, >> Please. You mentioned, aw shucks, I know. You mentioned state machine. Are you playing around with functional programming, so called server lists, probably don't like that word either, but what are you doing there? Are you finding sort of new applications in use cases for so called server lists? >> I would say not so much. I don't know, is anyone at Yelp doing that? >> Yeah, there's some Lambda stuff going on. Like core back end is doing that work right now. A lot of our infrastructure is actually build up before the AWS Lambdas were a thing. So we found other ways to do that, and we have this really cool internal platform as a service, it's a docker, and some scheduling stuff on top of that. So a lot of things, like it's really easy to just launch a batch job in there. And it takes away some of the need for the true server lists. >> Well the reason I ask is because people are saying a lot of the state list IoT apps are going to use that sort of Lambda or homegrown stuff. And I'm not sure what the play is for Yelp in Internet of Things. I would imagine there's actually a play there for you guys though, and I'm curious as to the data angle, and maybe where Splunk might fit in. >> I'm certain that we're going to be using Splunk to read data from all of those different components as they're being launched. I know that there's been a couple early forays into the Lambda space that I've seen go by in code reviews and everything. But of course, with Splunk itself we can get data out of those. So as that happens, like we already have all our pipe lining set up. And it'll be pretty easy for them to analyze their self with Splunk. >> What gets you young folks excited these days? What keeps you enthralled and passionate? What do you look for? >> I don't know I think just in general anything that empowers you to get a lot done without having to fight it constantly. And general DevOps tools have been getting really good at that recently. And yeah, I would say anything that empowers you, gives you the feeling that you can do anything really. >> Yeah, all of the infrastructure is code stuff that's going on right now. So one of the pipelines that we use to get data out of Amazon S3, but it passes notifications through this S3 event notifications to Amazon SNS, to Amazon SQS, to our Splunk forwarders. And so that's a very complicated pipeline. And you have to set it all up, it works really well, but here's the cool part. That's all defined in code. And so this means that if you set up a new integration there's a code review. And we have some verification and validation that it's correct. And furthermore, if anything goes wrong with it, we can just hit a button and it recreates itself. That's what gets me happy. When tools get in my way that's not so good. >> Well and it just leaves more time for higher value activities and that's exciting. the transformation in infrastructure over the last five years has just been mind boggling. So, thanks you guys. >> It does. It does give me a lot of pleasure when something can go catastrophically wrong, and then just like, oh wait, it's self healing, all it can take is give three plays fine. And we're all dandy. >> Well to Dave's point, while I was off camera I did a search on the two smartest guys in the room. And it said one is six feet away the other one is seven feet away, so Yelp works, I mean it really does. But thanks for the time. It's been interesting. Next generation, right? So far over us. >> Yeah, I know. It's kind of depressing, but I love it. (laughing) >> Very good, thanks guys. >> Thank you so much. >> Back with more, here on theCUBE at .conf2017. We are live, Washington D.C. >> Dave: I've kind of had it with millennial. (upbeat music)
SUMMARY :
Brought to you by Splunk. And Dave, you know what time it is, by the way? And that means it's almost happy hour time. And you know how I knew that? Yeah, that's pretty good. I don't have to tell you what Yelp does, from event driven data that you can really think of, and to quantify with the data And then this ended up being a really good metric as sort of how do you get the most out of that asset, and in the talk we just gave. We know you run on AWS. and then we have another one, Yeah, we have two copies of each log And you guys are cloud natives, all cloud, and a lot of people in our audience know what it is. and operations and the sys admins Okay, and the ops guys will write code, And then you say We are totally done with works on my machine, it's over. Okay, and the benefits obviously are And each one of those is going to include changes How would you describe your Splunk journey. And he kind of got Yelp onto the whole Splunk train. And we also get a lot of value What does it mean to me at the end of the day So I don't know if you all know this, Hair salon came up today actually, That's not supposed to happen. but what ever's next door I don't know. Hair salons in the District I wasn't planning on it, and then you add some stuff to your cart, and to be able to then alert on that but what are you doing there? I don't know, is anyone at Yelp doing that? And it takes away some of the need and I'm curious as to the data angle, And it'll be pretty easy for them to analyze anything that empowers you to get a lot done And so this means that if you set up Well and it just leaves more time and then just like, oh wait, And it said one is six feet away the other one It's kind of depressing, but I love it. Back with more, here on theCUBE at .conf2017. Dave: I've kind of had it with millennial.
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Day Two Wrap Up | Nutanix .NEXT 2017
>> Announcer: Live from Washington D.C., it's theCube, covering .Next conference. Brought to you by Nutanix. >> We're back, this is Dave Vellante with Stu Miniman, and this the wrap of .Next, Nutanix's customer event, #NEXTConf and this is theCube, the leader in the live tech coverage for enterprise technology. Stu, second day. I got to say, Nutanix has always done a good job, innovative venues, they do funky, fun stuff with marketing, we haven't seen the end of it. We have another keynote today, there's a keynote tomorrow morning, big names, Bill McDermott's here, we just saw Peter MacKay, Chad Sakac is here. Who am I missing? >> Stu: Diane Greene >> Diane Gree was up yesterday. >> Y'know, thought leaders, had the CEO of NASDAQ on this morning Dave, y'know really good customers, thought leaders, Nutanix always makes me think a little bit, which I really enjoy. My fourth one of these Dave, usually by the fourth show I've gotten to, it's like I've seen it. Have we made progress, where are we going? >> I thought Sunil Podi's comment was really interesting, he said, "Look, we saw the trends, "we knew that hardware was going down." I mean, they're essentially admitting that they were a hardware oriented company, infrastructure company, we saw what was happening to infrastructure and hyper-converge, and we could just packed it up then, sold the company for a bunch of money, there were rumors floating around, you know they were pre-IPO, they easily could have sold this thing for a billion plus, all could have cashed out and made a buncha dough, and they said, "Y'know what, we're going to do something "different, we're going to go for it." You got to love the ambition, and so many companies today just can't weather that independent storm. I mean, you've seen it over and over and over again. The last billion dollar storage company that remained independent was NetApp, that was 14 years ago, now Nutanix isn't a storage company, but look around here, look at the analysts, a buncha storage guys that have grown up, and it's to me, Stu, it's a representation of what's happening in the marketplace. Storage as we know it is going away, and it always has transformed, y'know it used to be spinning disc drives, then it was subsystems, then it was the SAN, now it's evolving, these guys call it invisible infrastructure, call it whatever you want, but it's moving toward infrastructure as code, which is just a stepping stone to cloud. So your thoughts on the event, the ecosystem, and their position in the marketplace. >> Right, they reach a certain point, they've gone public, can they keep innovating? Look at a number of announcements there, we spent a lot of time talking about the new CloudZi service out there. >> Si? >> Zi. >> Zi, zi, sorry, you got it. (chuckles) >> Pronunciation of some of these, "it's Nutanix, right?" >> Nutonix, Nutanicks, (chuckles) >> They made jokes about the company last year, but this year, that's product, we're talking vision. The ink is still drying on the relationship with Google, doesn't mean they haven't been working for a while, but where this deal goes, interesting to see where it is six months from now, a year from now, because also Google, small player, I mean it wasn't to be honest, I was at the Red Hat Summit and they had a video of Andy Jassy saying, "We've extending AWS with OpenShift." And you're like wow. Red Hat has a position in a lot of clouds, but for Andy Jassy to make an appearance, Amazon, the behemoth in the cloud, that's good. Look, getting Diane Greene here, I said number one, it gives Nutanix credibility, number two it really pokes at VMware a little bit, she's like, "Oh, I did this before." And everybody's like, "Well, she's here now at Nutanix." Nutanix wants to be, that they've compared themselves to both Amazon, I think we hear it was Sunil or Dheeraj in an analyst session said they "want to be like the A Block." Not the V Block that EMC did, but the Amazon Block for the enterprise, or the next VMware, they talked about the new operating system. It's funny, in a lot of my circles, we've been trying to kill the operating system for a while, I need just enough operating system, I want to serverless and containerize all of these things because we need to modernize, and the old general-purpose processor and general-purpose operating system has come and gone, it's seen its day, but Nutanix has a play there. When I look at some of the things going on, we're talking about microsegmentation Dave, we're talking about multi-cloud and some interesting pieces. I like the ecosystem, I like that balance of how do you keep growing and expand where they can go into, leading the customers, but they're delivering today, they've got real products, they've got real growth, sure they have some challenges as to that competitive back and forth, but you asked Chad Sakac if this reminded him of Dell EMC, and kind of that partnership that they had for years, reminded me a little bit of kind of EMC and VMware too, once EMC bought VMware, VMware, the relationship they had, HP, and IBM, and other companies that they needed to treat as good or better than EMC. They're some of those tough relationships, and Dell with Nutanix, their partner, not only do they do Dell XC, but now they're doing like Pivotal on top of it, they can do Hyper-V deployments, Lenovo's another partner, Nutanix is broadening their approach, there's a lot of options out there and a lot of things to dig into, interesting, they keep growing their customers, keep delighting their customers, it reminds me of other shows we go to, Dave, like Amazon re:Invent, customers are super excited, You tell me about the Splunk conference and the ServiceNow conference where those customers are in there, they're excited, and Nutanix is another one of those, that every year you come, there's good solid content, there's a customer base that is growing and exciting and sharing, and that's a fun one to be part of. >> So, I want to ask you about VMware, it's kind of a good reference model. EMC paid out, I don't know, $630 million for VMware, which was the greatest acquisition in enterprise IT history, no question about it in terms of return. A couple questions for you, you were there at the time, you signed the original NDA between EMC and VMware, kind of sniffed em out. Would VMware's ascendancy been as fast and as successful, or even more successful, without EMC? Would VMware have got there on its own? >> I don't think so Dave, because my information that I had, and some of it's piecing together after the fact is VMware was really looking for that company to help them get to the next state. The fundraising was a little bit different back in 2003 than it was later, but rumors were Semantic was going to buy them. Everybody I talked to, you'd know better than me Dave, if Semantic had bought them, they would have integrated into all their pieces, they would have squashed it, the original talent probably would have fled much sooner. EMC didn't really know what they had, I had worked on some of the due diligence for some of the product integration, which took years and years to deliver, and it was mostly we're going to buy them. Diane had a bit of a tense relationship with Joe Tucci kind of from day one, and it was like okay, you're out there in Palo Alto, we're on the other coast, you go and do your thing, and you grow, and by the time EMC had gotten into VMware a little bit more, they were much bigger. So I think as you said, they're one of the great success stories, EMC did best in a lot of its acquisitions where it either let it ran a division and go, or let it kind of sit on its own and just funded it more, so I think that was a-- >> Well, and the story was always that Diane was pissed because she sold out at such a low price, but that's sort of ancient history. The reason I brought that up is I want to try to draw the parallel with Nutanix today, and come back to what you were saying about the A Block. When you look at Amazon, we agree, they have a lead, whether that lead is five years, seven years, four years, probably more like five to seven, but whatever, whatever it is, it's a lead, it's substantive. Beyond the infrastructure, the storage and the compute, they're building out just all kinds of services, I mean just look at their website, whether it's messaging, on and on and on, there's database, there's AI, there's their version of VDI, there's all this big data stuff, with things like Kinesis, and on and on and on, so many services that are much, much larger than the entire Nutanix ecosystem. So the reason for all this background is does Nutanix need a bigger, can Nutanix become it's ambition, which is essentially to be the next VMware, without some kind of white knight? >> So my answer, Dave, is if you look at Nutanix's ambition, one of the challenges for every infrastructure company today, if you think okay, we've talked about True Private Cloud, Dave, what services can I run on that? How can I leverage that? Look at Amazon, y'know a thousand new services coming every year, look at Google, they've got TensorFlow, really cool stuff, they've got those brilliant people coming up with the next stuff, how do I get that in my environment? Well, Nutanix's answer, coming at the show was we're going to partner with Google, we're going to have that partnership, you're going to be able to plug in, and you want to do your analytics and everything, use GCP, they're great at that, we're not, we know that you need to be able to leverage Google services to do that. The Red Hat announcement that I mentioned before, another way how I can take OpenShift and bridge from my data center and my environment and get access to those services. The promise of VMware on Amazon, yeah we're going to have a similar stack that I can go there, but I want to be able to access those VMware servers. Now, could it suck them eventually into all of Amazon and leave VMware behind? Absolutely, it's tough to partner with Amazon. So, the thing I've been looking at at almost every show this year is how are you tying into and working with those public clouds, we talked about it at VMON, Dave, they have Microsoft up on stage, they have partnerships with the public cloud-- >> David: HPE was up there. >> But the public cloud players, if you're not allowing your customers and the infrastructure that you're building to find ways to leverage and access those public cloud services, which not only are they spending $10 billion a year for each one of the big guys on infrastructure to get all around the globe, but it's all of those new services ahead, moving up the stack. To stitch together that in your own environment is going to be really challenging, how many different software pieces, how do I license it? How do I get it on, as opposed to oh, I'm in the public cloud, it's a checkbox, okay I want to access that, and I consume it as I need it, that consumption model needs to change, so I think Nutanix understands that's directionally where they want to go, I look at the Calm software that they launched and say hey, you want to use TensorFlow? Oh, it's just a choice here, absolutely, go. Where is it and how do I use it? Well, some of these details need to be worked out, as Detu said, "it's not like it's one click for every application, any cloud, anywhere." But that's directionally where they're going to make it easy, so all that cool analytic stuff that we cover a lot on theCube, a lot of that is now happening in the cloud, and I should be able to access it whether I'm in my private cloud or public cloud, and it's just going to be consumption model, whether I have certain characteristics that make it that I'm going to want to have that infrastructure for whether that's governance or locality, we talked to Scholastic yesterday, and they said, "Well when you've got manufacturing "in books, I need things close "to where they're coming off the production line, "otherwise there's things that I'm doing "in the public cloud." So that's there we see, when I talk to companies like I do here, at the Vienna show last year, when I talk to Christian Reilly with Citrix, who had been at Bechtel for many years, there's reasons why things need to live close to what's happening, y'know we've talked a lot about Edge, and therefore public cloud doesn't win it all, I know we had one guest on this week that said, "Right, depending on what industry you're is, "is it a 30/70 mix or a 70/30 mix?" There's a lot of nuance to sort this out, and this is long game, Dave, there's this change of the way we do things is a journey, and Nutanix has positioned themselves to continue to grow, continue to expand, some good ambition to expand on, like the five vectors of support that they have, so I've liked what I've heard this week. >> So in thinking about what we're talking about VMware, the imperative for virtualization was so high in the early 2000's because we were coming out of the dot com bust, IT was out of favor, VMware was really the only game in town, there really wasn't a strong alternative, had by far the best product, Microsoft Hyper-V was sort of in-concept, and KVM and others were just really not there, so there really was no choice, it appealed to 100% of the IT shops, I mean essentially. So I wonder though, today, is the imperative for multi-cloud the same? The fundamental is yes, everybody has multiple clouds. But this industry has lived in stovepipes forever, and has figured out how to manage stovepipes, it manages them by fencing things off. So I wonder is the imperative as high, you could maybe make an argument that it's higher, but I'm still not quite getting it yet, as it was in the early 2000's, where the aspirin of virtualization to soothe the pain of do more with less was such an obvious and game changing paradigm shift. I don't see it as much here, I see people still trying to figure out okay, what is our cloud strategy? Number one, number two is the competition seems to be much more wide open, it's unclear at this time that any one company has a fast-track to multi-cloud. >> I think you've got some really good points there, Dave. A thing that I've pointed out a few times is that one of the things that bothered me from the early days with VMware is from an application standpoint, it tended to freeze my application. I didn't have a reason to kind of move forward and modernize my application. Back in 2002 it was like oh, I'm running Windows NT with a really old application, my operating system going to end of life, well maybe it's time to uplift. Oh wait, there's this great virtualization stuff, my hardware's going end of life too. No, shove it in a VM, let's keep it for another five years. Oh my god, that application sucked then, it's going to suck even more in five years, and workforce productivity was way down. So, the vision for Nutanix is they're going to be a platform that are going to be able to help you modernize your environment and how do we get beyond, is it virtualization, is it containerization, is it a lot of the cloud-native pieces, how does that fit in? Starting to hear a little bit more of it, a critique I'd have on HCI about two years ago was it was the same applications that were in my VMware SAN, not VSAN, but my just traditional storage area network was what was running on Nutanix. We're starting to see more interesting applications going on there, and look, Nutanix has a bullseye on them, there are all the HCI direct replacements, there is the threat of the cloud, and I haven't heard as many SAAS applications living on Nutanix as I do when we talk to all flash-array companies, Dave, every single on of them can roll out, here's all these SAAS deployments on our environment, just scalable environments that build that for the future. I haven't heard it as much from Nutanix. >> So VMware was aspirin , Nutanix originally started as aspirin, and now they're pivoting to vitamin. Who are they up against? Who do you like? Who are the horses on the track? Let's analyze the race and then wrap. >> Yeah, so when Nutanix got into this business, it was well, they're helping VMware environments, it was 100% VMware when they first started that relationship with VMware was really tough, they've lowered that too, they've now got what, 28% is running HV, they've got a little bit on Hyper-V, but they've still got about 60% of their customers are VMware. So VMware, y'know, huge challenge, VSAN has more customers than anyone in the hyper-convergent infrastructure space, easy, number of customers, but virtualization admin has taken that. Microsoft, huge potential threat, Azure Stack's coming this year, it's been coming, it's been coming, it's really close there, all the server guys are lining up. Microsoft's a huge player, Microsoft owns applications, they're pulling applications into their SAAS offerings, they're pulling applications into Azure, when they launch Azure Stack, even if the 1.0, if you looked at it on paper and say Nutanix is better, well, Microsoft's a huge threat to both VMware, which uses a lot of Microsoft apps, as well as Nutanix. So those are the two biggest threats, then of course, there's just the general trend of push to SAAS and push to public cloud where Nutanix is starting to play in the multi-cloud, as we talked about, and COM and the DR cloud services are good, but can Nutanix continue to stay ahead of their customers? They're ahead of the vast majority of enterprises, but can they convince them to come on board to them, rather than some of these big guys? Nutanix is a public company now, they're doing great, but yeah, it's a big TAM that they're going after, but that means they're going to have a tax from every side of the market. >> I see HCI as one where you got a leader, and that leader can make some good money. I don't see multi-cloud as a winner-take-all market because I think IBM's going to have its play in multi-cloud, HPE has its play in multi-cloud, Dell EMC is going to have its play in multi-cloud. You got guys coming out of different places like ServiceNow, who's got an IT operations management practice, builds business big, hundreds of millions of dollars of business there, coming at multi-cloud, so a lot of different competitors that are going to be going for it, and some of them with very large service organizations that I think are going to get there fair share, so I would predict, Stu, that this is going to continue to be, multi-cloud is going to be a multi-stovepipe cloud for a long, long time. Now, if Nutanix can come in and solve that control plane problem, and demonstrate substantial business value, and deliver competitive advantage, y'know that might change the game. It's difficult at this point in 2017 to see that Nutanix, over those other guys that I just mentioned, has an advantage, clear advantage, maybe from a product standpoint, maybe. But from a resource standpoint, a distribution channel, services organization, ecosystem, all those other things, they seem to me to be counterbalancing. Alright, I'll give you last thought. >> Yeah, so it's great to see Nutanix, they're aiming high, they're expanding into a couple of areas, and they keep listening, so I hope they keep listening to their customers, expand their partnerships, SAAS customers would be really interesting, service provider is something that they've gotten into little bit, but plenty more opportunity for them to go there. Dave, personally for me, to it have been a company I've watched since the earliest days, it's been a pleasure to watch, y'know I think back, right, VMware you said, I think it was a hundred person company when I first started talking to them and Diane Greene, and I look at where VMware went. I've been tracking VMware for now five years, and reminds me a lot of some of those trends, for a 20 person company, I said to hear almost 3000 boggles the mind, I've been to their headquarters a bunch. So it's been fun to watch the Newton army, and they've been loving watching it from our angles. >> Well and these events are very good events, and so there's a lot of passion here, and that's a great fundamental for this company. So I'm a fan, I think it may be undervalued, I think it very well may be undervalued. >> Wall Street definitely doesn't understand this stuff. >> Alright Stu, great working with you this year, (chuckles) this month, this quarter, this month, certainly this show, so great job. I really appreciate it >> Stu: Thanks, Dave. >> There's a big crew behind what Stu and I, and John Ferrier, and Jeff Frick, and others do here. Here today with us Ava, Patrick, Alex, Jay, you guys have had an awesome spring. Brendan is somewhere, I guess Brendan is doing the keynote right now. So, fantastic job, as always, Kristen Nicole and her team, writing up the articles. Jay Johanson back at the controls, Bert with the crowd shots. Everybody, really appreciate all your support, thanks for watching everybody. We'll see you, we got a little break, I think, in the action, cause it's July Fourth, well it's Canada year, or Canada week-- >> Canada Day and Independence Day next week. >> And Independence Day in the United States, and then we'll be at Infor Inforum, second week of July, I'll be there with Rebecca Knight and the crew, so watch for that, check out SiliconAngle.com for all the news, Wikibon.com for all the research, and theCube.net to find all these videos, Youtube.com/SiliconAngle, it's everywhere, if you can't find it, you're not on Twitter, you're not on social. Thanks for watching, everybody. This is Dave Vellante with Stu Miniman, we're out. (lo-fi synthesizer music)
SUMMARY :
Brought to you by Nutanix. I got to say, Nutanix has always done a good job, Have we made progress, where are we going? and it's to me, Stu, it's a representation Look at a number of announcements there, (chuckles) HP, and IBM, and other companies that they needed to treat it's kind of a good reference model. and it was mostly we're going to buy them. and come back to what you were saying about the A Block. and get access to those services. and it's just going to be consumption model, and has figured out how to manage stovepipes, be a platform that are going to be able to help you Who are the horses on the track? but that means they're going to have that are going to be going for it, boggles the mind, I've been to their headquarters a bunch. and so there's a lot of passion here, Alright Stu, great working with you this year, is doing the keynote right now. and theCube.net to find all these videos,
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Ajay Patel, VMware | VMworld 2015
it's the cube covering vmworld 2015 brought to you by VMware and its ecosystem sponsors and now your host dave vellante welcome back to vmworld 2015 we're here at moscone north this is the cube the cube goes out we extract the signal from the noise Brian Gracie and I are really thrilled we have a jay patel here is the senior vice president of product development for VMware cloud services the future I love it yeah great to see you thanks for coming on the cube appreciated thanks so big event here we saw Monday the announcement of you know the hybrid cloud the strategy you laying out a lot of vision it's a lot of products that you can get today a lot that you know have a little road map to them but huge crowd would think the number is Robin told us yesterday 23,000 absolutely great energy so congratulations how do you feel feel great he'll be tired to feel great the excitement the momentum it's really great conversation with customers partners it's been a good VMO how have you spent your time here you do in customer meetings presentations no it's a lot of press interviews for presentations a lot of service provider meetings I'm also responsible with bill for the vCloud air network business mm-hmm it's refreshing to see that we've kind of struck the right balance between having our own service but also enabling our service provider community so so what so talk about the scope of your responsibility so I work for Bill father's I'm part of the vcard survey because air our cloud services be you we have two roles we are a proud provide ourselves which is vCloud air with products or presence in the North America amia Japan and the latest edition big Australia so in this case we're standing up a VMware operated cloud and we're running that we also provide all our IP that we build for a cloud we make that available to our service provider partners we have 4,000 service provider partners who leverage VMware technology to run a VMware power cloud so for us success is delivering on both fronts VMV cloud air as a business but also VMware power cloud and owning the public cloud market with vmware technology that's really my juicy responsible for for strategy the auto service you want P&L absolutely so with Bill I'm responsible for running the service ov powder and then my partner Jeff waters works for bill is responsible to be cloudier network where we take my software and monetize that to the ricotta and not work to help them power their car as well okay so you made native announcements this week maybe you could take us through those and in fact you know what why don't we back up can you kind of give us the journey of we caught the offering yeah absolutely so we caught there a two-year-old service when we first started you know North America predominantly with three data centers we extended to five we added our FedRAMP certified data centers so on one scale we started to provide the geographic reach we opened our UK data center than Germany joint venture with Softbank and then a joint venture with Telstra for Australia in Japan so we've got the geographic reach we were able to kind of serve directly 1880 some odd percent of the core cloud market so let's hear one cloud markets in the regions there we're going native in those market as a service provider we also then took our technology which is vcd which is we cloud director and we're just rolling out an announcement of our 80 product this quarter which is our cloudstack our on-demand platform our cloud platform make that available to our service provider partners and with the rest of the partners there 99 percent coverage of the global cloud market today so VMware today are pretty proud to say you can get a VMware cloud service anywhere in the world ninety-nine percent come so what about the reactions to what was announced this week you know I think from the tech weenies in us we love the remotion across on frame and public cloud that that applause of having the vm move from on prem live into a week where a couple of customers say you know what I've been asking that for three years it's good to see you finally delivering on that a hard technology problem but that was probably the most sexy announcement if you will from a technology perspective on the second side it's all about containers in in that example I'll ask Pat because I asked him to square the circle for me I don't if you heard this question whereas you would always here for instance joe tucci and paul gill senior talk about the advantage that the hyper scalars had because of homogeneity right yet you've said your strategy is to manage heterogeneous cloud environment so how do we do that and Pat's point was well for certain things we have to have homogeneity and I'm presuming that demo is one where you've got to have homogeneity to me the world is going to be about what I call compatibility right how do I make sure that I have a compatible cloud and it's going to be infrastructure compatibility and then more importantly application compatible if I cannot make my application workload portables how I'm going to move the workload to where I needed to run so that big technical challenges are making the workload portable at the infrastructure level because of the hypervisor and some of the work we've done on NSX etc we're making the infrastructure programmable and abstracting away the workload from the infrastructure we're decoupling the binding of the application and the infrastructure from the physical infrastructure and then the next step is how do I make it easily available on any cloud which is the work we're sorry important when you announced the offering four years ago you made a big deal that look we are going to share the IP with our ecosystem you really laid down that commit we got a lot of questions about it absolutely probably got some heat too but but how has that worked out how is it at all you know give us a passing grade I think we could do better then I'll be honest where we've done a great job as we've invested in the people we come up with something called a V cloud technology kit we've taken our best practices and how to build it we release vcd 80 which is a capability but our customers one that we motion capably tomorrow so that lag between us having something we demo to getting the hands of service provider we need a string that time so the work we need to put in place is really delivering and agility and the speed by which they can absorb this technology and stand up in their own cloud environment the area we've done better is we've made made possible new program called an MSP program I managed services provider program where smaller cloud provider doesn't want to stand up their own card can resell a week loud air service so it's it's I would say a good passing rate more work to be done yeah you know one of the big themes this week is one cloud it's any application anybody in one cloud that one cloud for you is not only you know vCloud air it's the vCloud air work helped us understand how big is the vCloud air network not just the number of partners because everybody's got lots of partners but you know put it in proportion how we know roughly how big vCloud air is that the VMware runs what is what is that partner network look like is it is it the typical 8020 model where eighty percent of that business is what does it look like how big is that so so I don't have the exact numbers to share but if I were to do a back of the napkin I'm going to speculate right I would say the vCloud air network plus B cloud air together it's probably bigger or as big as a or someone like the in a public cloud market it's a significant public cloud presence if we're not number two or number three from overall public cloud market spin so let's assume it's a 50 billion dollar market span I would say let's say you know Amazon's thirty percent of it the next twenty percent of it is a week loud air network+ vCloud air it's of that size and scale representative it's a major provider so in the mix today vCloud air is growing fast and it's a big portion but the numbers will always be I believe we cut our network will be a bigger portion than vCloud air at any given time but the whole pillars need to grow in paralyzer market is exploding am I correct that the differentiation really is kind of what you talked about monday is the ability to take that huge install base right that you have and enable it to do what the vision of the promise of the hybrid cloud has always been I mean it nobody else really does that I mean amazon refuses to do that right microsoft kind of has trying to do that you know so maybe can do that at some point and that's really your wheelhouse can you talk about the difference yes so what when we first started our first customers would kick our tires right and they would use it for dev tests and they say you know this stuff looks pretty good they said what if I take some of my vm that are not protected and protect them in avocado and we started to see dr really take off for that was kind of a killer use case now I T is being asked to really look at not building out any more data center spaces they're saying guys we cannot afford to build infrastructure and a natural choice for IT as they're starting to come into the age of cloud is who's the best choice i'm already using vmware on prem the starting to think about a data center extension use case or data center replacement use case they're looking at vcloud as a strategic loud so the exciting news for this week has been the number of customers saying in the next two years I want to be out of the data center business you're on my destination cloud let's solve those hybrid use cases to move data between VMs between the clouds is really what we're seeing the most exciting part so it's that ease of moving workloads is really exciting with so it's SiliconANGLE Wikibon we have some experience we have a you know the crowd chat relationship crowd chat forum is an app that's like it we used to run it and you know Nicole oh that's it by our own servers and it was a nightmare so we decided to go to the club we went to Amazon and our developers you know took some time to get it up there was painful right but once it was up and running it worked well so we have some experience with the various clouds and one of the things we found cuz people always does for SiliconANGLE and the Cuban is hey we should run in our cloud and when we go to investigate we find that certain things aren't there you know things like elastic Beanstalk aren't mature or you know other little things are just in beta etc I wonder if you could give us an indication of how mature any cloud air is from that standpoint you know and how you can you know expect what gives you confidence that you can compete with that pace that Amazon you know we often get dinged in terms of the breadth of capably amazon offer it is pretty impressive the rate at which they're innovating very impressive when you go back to the enterprise workloads and look at the customer use cases they probably 10 or 15 services that are critical the two big gaps we had was we didn't have a database service RDS we didn't have an RDS competitor out there we just announced sequel air this week we didn't have a good object service if you're starting to build something natively in the cloud in an object service the video start to bridge these key gaps with doing that today and Gartner has a metric whether measure the ayahs capability of each of the vendors I'm happy to say that if we were to benchmark today were ahead of Google right behind a jour to be capable wise a complete I aspect in in the what some people would call the pass piece of that that database as a service is part of the interpreters a service is that right so we're starting to add these application services it's my background come from Oracle Iran Oracle's middleware business we're starting to build both organically our services but more importantly vmware is a partner friendly company our customers want their best to breed on vs to work in the cloud so the service is like Jenkins for continuous integration as a service they want to use perforce if that's the source code management system to be available as a repository of recovery so our strategy is to enable our isp ecosystem make them available so you won't see everything coming from the VMware factory but the ecosystem will deliver best of class solutions and services on Macleod air both those are the mounts work is an interesting you know workload I mean you have demand from customers that mean certainly have a working order we were one of the first to say virtualize Oracle with VMware oh damn the torpedoes and work there were a lot of interest there unfortunately Oracle has the licensing practices it forces them and more in a dedicated environment so we can support Oracle but unfortunately because of the right system restriction we have to set them in a dedicated cloud you need specialized hardware to run oracle now that now they may relax that over time I mean it's been their practice in the past to do that all right i mean so you would expect it as there are customers today use two things either leave the data on Prem and take the web tier in the front end and then connect back to to database like Oracle sometimes they're just moving out at Oracle using a my sequel cluster to run their web scale websites open that's the choice though that larry has to make it a point of which the customer says okay if you want to lock me into the hole or call approach at the risk of losing my database business and then if that happens then Oracle will loosen up on those recover that's how that work will behave the customers will drive them you're ready to catch him with what do you what do you think so so if i looked back at amazon web services two years in only a couple of services a handful of them you guys are two years in you know handful of services but if i look at who their customers say it's it's directly focused on developers i mean they're going after developers the number of services they come out i mean it's 10 15 20 30 a year how do you who is your customer what's your developer story because right now i mean if i'm talking about moving VMS there's not a developer on the planet who cares about moving in vm how do you talk to a developer and get them to come to your so let's address both sides so we definitely our IT focus and we have an inside-out strategy when its IT driven it's about moving workloads from on-prem to cloud when you have a developer conversations about building that new applications the application environment in the enterprise is not just about green field but off for an application extension I want to add a mobile front end to my enterprise application in front of my sa fie my ERP system etc we've announced mobile backend service for example as a service on top of each other so we're starting to provide those selective use cases where our customers our enterprise IT developers if you will that's our target it's the enterprise IT developer who's looking to put a mobile front end was looking to build a digital experience that's integrated back into the into the use case and you saw the hybrid extension use case and we talked about is really what's driving this so developer story driven by a customer demand around mobile as a spearhead and building the rich set of service so we've been talking about this a little bit this week and we had a good discussion with Pat about it he's like look is the the the are the operations guys you know or the developers really want to become operations guys it's really a lot of your guys are really ops dev right supporting the developer community that's what you're trying to do is enable suppose it's both providing them the frameworks and the tools so in the new develop and it's not about building an application ground up its composing applications taking services and putting them together and we're offering those services but also giving them the tool chain to build new application than an agile way so I guess it has to be both right because you're trying to expand your tan absolutely new areas how do you how do you take advantage of all the assets in the Federation I mean we had rodney rogers on from virtustream he was talking about you know going after SI p and maybe you you don't need just one cloud you can use multiple you announced an object service but it's not based on emc we have an object service with emc as well right both why we have the clout you know the cloud foundry service you know I can I can install it but I can't get it why isn't the Federation stuff tighter why isn't it going faster I mean it is in the Federation you will see this accelerate and I think we if you look at the last year in terms of where progress has been made EMC object service available today our data protection built on albemarle so very strong leverage around that in the pillow case most of our customers use paths for private cloud that's been the design center we have a pws enterprises you the multi-tenant cloud that tends to be more a trial code so we're really about the enterprise customer and the enterprise customers saying hey give me a dedicated pass on frame or ricotta we support that well they're not asking for our multi-tenant kind of engine yard or Uhuru coo that's not our base that tends to be the smaller developer where again focused on the enterprise mark so what's a typical customer scenario like you guys you get a hardcore VMware customer and you start talking to them about the opportunities for hybrid cloud I'll give you three or four different one is to give you the breadth of them right the simple use case if it's an IT operations driven one it's driven around data center migration it's around data sent extension we have the likes of large University that that's looking to complete shut down our data center and move into that so that's kind of a data center use case we have Columbia sports or we're looking at how harley-davidson harley-davidson has the entire dealer network the point of sale system running on vCloud air we have likes of betfair they built an application is more cloud native that dynamically when you were betting and you're right at the last minute you need a spike up capacity their application seamlessly spawns into week our air takes capacity and delivers that that's a cloud native application that's built around that so we see the spread breath off from everything from data center use cases extension capacity on demand use cases all the way to dev test use cases dr to really cloud native applications in that span the spectrum with mobile being the newest addition we have farmers who starting to build a mobile app you so the my vmware ab that you're using today for vmworld that's running on vCloud air using our mbaise service so we're starting to get covered an entire spectrum of enterprise use cases today yeah I've and I you know just just as a piece of i mean i would i would say the ability for you guys to tell that story right now it comes across as being vmware centrum you know very vm sin infrastructure centric you're allowing the rest of the cloud industry to sort of define for you what that is so if that's really your story if your customers are saying look I have a ton of applications you may want to extend them to mobile but I want to want to move them for data center and that's a huge space you know we are forecast even out until 2016 only say that public cloud becomes a third there's a huge amount of enterprise applications that need to go somewhere you know move forward somehow and they need to know what how to help with that so I leave you with that if you have s ap as a workload and you can move the workload on frame or cloud and then extend the workload with mobile any great SI p to Salesforce this is direction where we're going you saw the keynote it had mobile front and center it showed a demo of a mobile app that's been this is clearly move VMware moving from infrastructure to application services extending the reach beyond just infrastructure capacity building that new digital application at Sunday's experience at Sanjay's background so AJ what last question what keeps you up at night not not personal stuff but business you know what keeps me up at night is really how do we scale this business even faster how do i meet the demand my challenges that moved from getting customers to scaling the service fast enough to support the customer the conversation had with some of my customers today they would want to move thousands of vm in the next six months how do we ramp up so quickly how do we support them how do we advise them how do we get this scale going so the challenge is going to be how do we scale quickly I mean that is the floodgates are starting to open up more critical you got demand on the one hand I'm competition the other you've got the scale and you of course you know you don't have that lock in at the top end of the apps layer so you know that game well absolutely she's got skill so his delivery is awesome a great conversation really appreciate you coming so much appreciate you meeting you thank you so much I keep rising everybody will be back to wrap vmworld 2015 right after this you
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Day 3 Wrap Up | ServiceNow Knowledge15
live from Las Vegas Nevada it's the kue covering knowledge 15 brought to you by service now we're back this is Dave vellante with Jeff Frick this is the cube SiliconANGLE is continuous live production of knowledge 15 service now's awesome I have to say customer conference 9,000 people we always say Jeff that this is you know one of our favorite conference absolutely it really is it's just tremendous the innovation the excitement customer stories you never seen so many satisfied happy you know excited customers a great management story the messaging matches what's going on in the market a lot of fun cloud we heard about productivity increases expanding beyond IT some really cool new development environments some new capabilities mobile modern technologies that this company is using audience loved it and we heard today about a lot of cloud high availability ready for primetime lot going on and always the passionate customers I mean I think it's an interesting gauge for all the shows that we do to look at the percentage of customers that are on our own show and are willing to come on and talk about what they do versus just executives and partners and kind of more normal set and we continue to have just a tremendous representation here at servicenow now we've been coming for three years our third year in a row we're getting a bunch of new customers that we hadn't on before and really that's the thing that I think that's great i love that the kind of the completion of full circle of the vision that that for it talks about when he sits down he tells the story of year about building the platform that nobody wanted to buy because it was just a platform we known as budget for platform may have passed the budget for applications are solved problems put the application in play sell it be successful and then slowly that platform play comes back out as other people jump on and develop new apps new places to go and it really seems to kind of be hitting a stride not that it wasn't hitting us try it a year ago in Moscow knee remember my friend Omer Peres who was the CIO of Aetna international when I first met him in the early 2000s David floor and I had a CIO consultancy and Omer came in and was our sort of you know advisor and he worked for us many years we had a lot of fun and I used to ask him as a CIO what what's the one thing that you would want out of a software company for your IT operations and he said I want the ERP of IT so this was 2001-2002 we were like wow that's big task so not something we were going to build but that's essentially what service now has built right the ERP of IT they've used that terminology you know that whole notion of them making changes to my infrastructure and I need a single system of record that can manage those changes and document them make sure I'm in compliance with those changes have an audit for those changes and then extend into other business processes and that's exactly what these guys have built but but the neat thing is erp has with it's such a heavy connotation and big implementation and classic old-school Accenture and SI p coming in that's not going to sell best marketing right but now these guys are delivering the function but using today's modern technologies its cloud-based its continuous innovation its ongoing improvements you know the talking about rolling 30 days in not having this big monolithic let's design it let's build it let's deliver it now as we do that and push out well that's the thing they have to worry about it because people know what their platform looks like and it's like when moriches talked about the software mainframe and all the more people said oh don't use that term but essentially that's pretty powerful concept in virtualization world and I think ERP of IT is very powerful here the other interesting thing is we see service now extending into non IT domains throughout the organization we saw there was announcements Salesforce extending inward taking you know what is normally sort of their CRM system and now driving toward HR and we've been saying all week with two years ago we said wow app creator service creator that's like a pass layer that's kind of like Salesforce and interesting to see how the opportunity is going to collide down the road and that's exactly what's happening you'd expect that for a company like service now that has a 40 to 45 billion dollar Tam they're going to run into a lot of places and their advantage is they're running into those places with their what Frank sleeping calls their homies which our IT people why is that an advantage the reason why that's an advantage because I t touches every aspect of the business everybody gets an IT tax right right why do I get it's like the government they're everywhere in your life you can't get away from it the same thing with IT it's everywhere whether it's marketing finance sales logistics a chart doesn't IT technology is the substrate and touches every part of the business as a result I tea has purview over that entire view maybe not the right word but it's got visibility around the entire process is so it's going to be a really interesting dynamic as these this company grows into new spaces look at a company like Salesforce they're coming at it from a sales force right angle right very important function within the company but you know does it touch HR directly does it touch logistics that I touch you know to your effects finance but do they support the processes no so that's why i would say that service now has the advantage the flip side of that is you get a company like salesforce big company hot company huge community very very interesting dynamic emerging there yeah and it is it is kind of the base in the community from which you grow and i thought some of the interesting stories that came up over the last couple days where where is where the IT guy had an efficient process and effective process that gets people a new laptop to onboard new employees and the people in the department said hey that's pretty cool and you got that done pretty well how could we do that for some of our internal processes so you know they almost have IT now is an internal sales force we hear over and over again about the IT role changing and really building stores for their services and really getting entrepreneurial and changing the company there's just there's this a really good vibe and you know most great tech companies have a really strong leader at the helm who's got a personality that helps really define that company see it with Oracle you see it with Apple you know the jobs and and fred is ease and rock star but he's so he's such a humble guy he's so approachable he walks around and people are running up taking selfies with him and he you know he's one so humble but then too don't discount the vision the guy is super smart and still one of our favorite enemies we ever did was with Doug Leone two years ago describing his impression when he first talked two to Fred and listening to that vision and I I can't remember the exact quote but basically he's a really smart guy and he can make it a really simple and he knows where he's going well what I like about Fred laude well first of all I'm a groupie I admitted I tweeted out I'm a Fred ludie groupie and I with a bunch of our homie I guess I owe me here's the better I'm groupie I mean I am only because I just his a guy who's got tremendous vision you can talk to him about virtually any kind of technology subject obviously can talk about service now I just remember one of our interviews I think it was last year or maybe two years ago we're like Fred you know know you're super busy you probably got a runny goes no I got time let's keep going yeah all right right which I love I mean it's just like a lot of these you know times at these conferences that executives are so stressed out because they're being pulled in a million different directions and Fred just kind of takes it all in stride he loves talking to the people pressing the flesh people come up they want to touch him right like I lean right but you know you're that you're good analyst you study the numbers you look at this where do you think potential head winds are obviously they're growing the bigger profile they get the more targets are going to start coming on their back what do you think some of the head ones are going to come well I mean the near-term head wounds obviously our currency related and that's what sort of noctum knock service now off the of the 12 billion dollar market cap peak last Friday it has recovered that's a financial analyst this week and clearly they communicated the story in fact it's talking to Mike scarpelli CFO and he said look when you compare the the currency you know pre currency fluctuation numbers we blew it out okay and I think what the what the street did you know Ferrari was saying well the street really doesn't understand i think the street generally understands the opportunity generally right as best thing because they see high growth they see big Tim they see great management they see happy customers I mean what more do you need very own investment right and his valuation metrics obviously in cash flow but I think that that what what the street does understand is that there is a big opportunity here so i think that scarpelli and slew been communicated in a way that scared the street a little bit because they were being conservative they gave a little lighter guidance right and this street is used to service now just blowing away its numbers i said i said on friday this is a really healthy taking some air out of the bubble great love it very good good good it's a really healthy thing I like to see this kind of dynamic you get scared when companies start to you know expand beyond their their cam so so this to answer your question specifically and it sounds like cliche but I really do see that service nows headwinds and risks are execution risks I think they control their own destiny it's like a football team that can win out and make the playoffs I think that's the situation that service now is in right now its execution we heard from jay anderson i think i t scale internal IT scale is a risk and that's that's he's got a very very important job number one number two is I think you know we heard from dan McGee on the availability piece they are making some very bold claims about availability focus on security so that obviously is something that they've got to pay attention to the ability to scale their cloud but I really do see it as execution risk I don't speak competition right now as if everybody you know has said for the last 70 s all we got the ServiceNow killer we're not seeing the ServiceNow killer emerged nothing close to it you talk to customers it's very clear they're not spitting on there just admin seats and then what do you think in terms of is now we've seen you know amazon kind of lift up the covers on their cloud business and now expose that a little bit more to the street and start to break those numbers out and the impact of that on on these cloud based businesses and how they continue to to grow I think that's interesting so amazon today announced earnings in a broke out AWS 1.56 billion in revenue 256 million dollars in operating profit that's a 17-percent operating profit I have been saying for two or three years now that AWS is far more profitable than people realize everybody calls it a race 2 0.o race 20 race 20 race 20 the guys are say it's a race 20 the guys who can't compete with Amazon's cost structure seventeen percent operating profit is not erased 20 now what Jeff Bezos and Andy Jassy decide to do with that operating profit is a different story they'll pour it back into the business they'll expand their capex because the Amazon is one big lifestyle business for Jeff Bezos so but that's fine but so I have been saying and I've drawn the curves that what essentially Amazon is doing is they're they're taking the old outsourcing marginal economics of outsourcing which was my mess for less as you grow scale as you do more volume your marginal economics actually get worse there's diseconomies of scale the opposite of software and software we learned from Microsoft and the PC era the more volume you do the better your marginal economics and essentially your cost your economic marginal costs go to zero what Amazon is doing is they're taking the outsourcing line the provisioning of services you know technology services infrastructure services servers and storage and they're bringing that they're they're tracking the software curve so that means they're driving costs down lower than any I tea shop on the planet I don't care if the big banks think that they can compete with Amazon on on cost structure a long term they can't in my opinion now they can compete in other ways right you know with proprietary sort of you know value-added IP but on cost amazon google microsoft they are going to have a volume advantage and we're seeing it now in the numbers it's not a coincidence than amazon is seventeen percent AWS operating profits is because it's not a race to 0 they've got better marginal economics and so now does that have to do with service now we've heard a lot about multi-tenant versus multi-instance i think on balance from a pure infrastructure standpoint amazon is going to have better cost structure than service now but companies like service now an Oracle who have differentiable advantage through software it can sell software subscriptions or software licenses in the case of Oracle can make up that cost when my opinions that cost disadvantage in higher margin software and that's exactly what you see with service now I don't think they'll have the marginal economics of Microsoft but it's a great great business model long term yeah and the other two pieces of it that I think are really important and with bezels especially I mean the guy's a visionary and he's making enough money to execute what he wants to do and people don't believe it but they haven't believed it for 20 20 years and he continues to evolve the business and the other thing that still people have been outsourcing their payroll for how long why'd it take so long to start to outsource your IT infrastructure when people been outsourcing payroll forever I mean if you are focused on a particular business you can out execute people trying to do the same thing and that's the other advantage natick service now is they're very focused and I think some of the guests this week's agenda be a general purpose cloud we run our application and we run our application better than anyone else and it oh by the way just so happens that our application is really a platform and there's a whole lot of other applications that you can build on and beyond the ones that we did so I think it's I think it's really good opportunity I kind of like the data point that we heard this week I don't if you picked up on the nuance but several executives at servicenow said that their intelligence says that most customers are saying we want to place most of our workload over time into the public cloud now you could say service now is biased okay emc is gonna say the exact in vmware they can say the exact opposite right ibm's going to say the up no most most of the world is going to be hybrid okay so you got Andy Jassy on one side say the whole world's going to the public cloud you got you know joe tucci and the other end say and the most of the world's going to be hybrid you know how do you square that circle and i think that the growth workloads are very clearly going into the to the public cloud Andy there's no question about that and you know it's just the way numbers work if you got public cloud workloads growing at twenty thirty fifty percent a year and you got a private cloud workloads growing at zero percent a year a two percent a year at some point they're going to catch up right so I think the vast majority of work is going to be done over time in in the public cloud that's not to say everybody's going to you know big do a big switch there's still plenty of applications there they're 20 years old that are going to stay you know behind the four walls of the the data center within a company but the economics of doing that are not going to be as good so you have to have other reason there's got to be whether it's you know really good business value reasons competitive advantage reasons security or compliance compliance i think is up in is a huge one well i mean amazon has great security the issue with amazon is they won't do one offs service now you know we'll go belly to belly with customers and bend over backwards and do things for the enterprise customers that amazon won't this is why you saw when workday launched its analytics service on AWS nobody bought it because they said well i just negotiated an SLA and a security you know deal with you and and we've agreed on the parameters of that now you're saying to access my analytics piece I got to go with Amazon's SLA that's not cool I can't get that by my lawyers forget it it's too hard right so yeah so I think people really kind of need to think about that service now is in an interesting position to be able to do those things for the enterprise that are what Amazon would consider on natural amazon strategy is any color you want as long as it's black let's add things over time that everybody can take advantage of by the way I think that's a great strategy and it's going to it's a long term winning strategy but so the way you compete with Amazon it's interesting somebody tweeted it's it's it's kind of weird to see Dan McGee compare infrastructure-as-a-service from amazon with service now okay yes that's true on the other hand you know from a conceptual standpoint I'm putting stuff in the cloud why not think about it so what does that mean how do you compete with Amazon's ecosystem the way you compete is you have differentiable advantage with IP that allows you to capture margins that reflect the value that you're delivering service now has that I think very clearly you know Oracle has that I'd mentioned Oracle even though they don't have the volume that many of the people have in and there are many many others you know that have niches that Amazon doesn't want to try and it's for cle and it's worth a little specific right it's really it's a good focus on something well i think i'm at salesforce very clearly has that differentiable advantage in may and a work day i mean many many you know companies out there that have that but workdays winning sorry at work days winning but service now is winning you're clearly seeing amazon when the cloud ification thus asif occation of IT is here it's now and it's not going to stop no it's like a stop so we've been here for three days i think we had 45 or so interviews you're fine i'm going to get you with the i won't go bumper sticker because we know you got to fly back to boston so it would be a long drive what's your what's the flag that hangs off the back of the of the year playing your banner as you leave after 40-some odd interviews three days on our third consecutive service now knowledge show so to me it's attacking the productivity problem within organizations which by the way is a whole nother vector of discussion focused our MIT of cube action right you know so that's a whole nother discussion i have concerns about that you know what are we going to do with all this increased productivity we better put it into innovation and we better educate our young people so that they can create you know new value so that's sort of one piece i think the second to me is the innovation on the software platform the developer focus the technology behind service now and the mobile capabilities and emphasis on new tech in on real time very very impressive and then i think the third is the cloud the cloud piece the devops the cloud the the the developer ecosystem adding value for the enterprise big opportunity and I guess that stuff really that that ecosystem to me is my big takeaway of service now knowledge 15 no 15 is that ecosystem development that expansion of the ecosystem that's where this company this community gets its leverage and I think that's a winning formula yeah my takes is a slightly different angle and really just go back to dine are less guest is is people are always chasing innovation for their internal how do I get my own people not necessarily who are building our core products but who are executing our strategy we're how do i get innovation and to me what we've seen so many things in initial specifically is if you simply enable more people to be able to innovate and you lower the barriers for them to try to execute ideas just a simple math by having more people contributing you're going to get more innovation and the other piece that's really important for that is it needs to be a low cost of entry to try and if it fails you need to be able to fast fail and get out so now and you've got all these people in all these departments seeing an opportunity to build a new application that that that saves time it is a little bit more efficient than what they were doing that before you multiply that by hundreds and thousands of people suddenly you're really getting significant improvements in efficiency and met Beth what I think is the most exciting about these cloud baths cloud-based applications the software world in which we live in where the barriers to actually develop things you know a coder lyst a codeless developer is a really exciting opportunity that will enable companies to expose more innovation within their own workforce I think it's for good stuff all right I think we wrap I think we're at I want to thank service now our awesome hosts for this conference will holding this conference creating a great event and having us here now for the for the third year in a row really is a pleasure for us and the cube team to be a part of this Greg Stewart shut up a great job Patrick Leonard Thank You Matthew we hear you back there doing the countdown to thank you awesome awesome job you know as always the entire cube team John my co-host as well John furrier John is getting everything up on on YouTube and on SiliconANGLE SiliconANGLE TV go to SiliconANGLE TV where all the action is go to SiliconANGLE calm kristen nicole and her team or pumping out content Bert Lattimore's on the crowd chat Crouch at net / no 15 great job thank you for all your help and check out Wikibon premium dot Wikibon comm check out all the research will be summarized in this show you know we're always on top of things they're really appreciate everybody you know watching sending in your comments your tweets we're app thanks everybody thank you we will see you next time let's see what's next is a easy world yeah emc world two weeks back here in Vegas so again thanks to everybody in the ServiceNow knowledge community that's a wrap this is dave vellante with Jeff Frick for John furrier we'll see you next time
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Final Wrap | AWS Re:Invent 2013
>>Welcome back everyone. This is our final wrap-up of the Amazon web services. Reinvent conferences is SiliconANGLE and Wiki bonds. The cube is our flagship program. We go out to the events, extract the signal from the noise. I'm John furry or the founders to look an angle. And of course I'm joining my cohost partner in crime. Dave Volante, co-founder with you bond.org. Um, really exciting event, Dave, I got to say, this is our wrap up. Let's put a bow on this show. Let's put the bumper sticker on the car and let's see what, uh, what was this document? What happened day one enterprise day to infrastructure day three ties it all together with Kinesis. Amazon is doing two things. That's very, very rare in tech history, and that is a disrupting and innovating at the same time. The magic it's the magic formula. And to me, it's really two tactical executions, one ball moving the ball yard by yard first and 10, do it again to use the football analogy, moving the chains, moving the ball down the field, kind of a running game, ground game, whatever a call it. >>And then the big yardage passing play with Kinesis, I think really brings their success of an integrated stack. And I believe they're going to be the iPhone like model for the cloud they're they're light years ahead of everybody else on public cloud. Uh, they're winning the developers. And again, we just heard from Dr. Matt would kind of reiterating what we were saying in our previous segment about the diversity of the successes. It's not a one trick pony. They got diversity from startups to large enterprises to NASA. So Dave, I mean, I mean, who is going to take on Amazon, who is going to challenge Amazon? That's the question that we want to know right now. It's not looking good right now. They're got a commanding lead in the cloud space and it'd be really interesting to watch how the Kinesis, the enterprise movement, uh, with VDI announcement and workspaces and all the enhancements in the, in the performance is going to shift the sand in the industry. And you're already seeing Cisco down 12% VMware stocks down. I mean, game-changing, the sands are shifting. What's your >>Well, I think we're seeing history in the making here, John. I mean, I think last year at reinvent com leading up to we reinvent, we realized that this event was going to be big and not just the event. The event is a metaphor for the shift that's occurring in the industry. We're talking about a trillion plus dollar marketplace that Amazon is disrupting and believe it or not, they're tiny, even though there are three or 4 billion, they're tiny, it's a trillion dollar Tam that is absolutely getting flipped on its head. And what do we mean by that? Every premise about the it business is changing. We talk about a lot. Amazon has ch has turned the data center into an API. It's a very powerful concept. I think you're right on. It's the, it's the iPhone of the enterprise. Yes. That's. They're not like hall monitors checking about every application in the app store. >>That's not the point. The point is it's a consistent environment that is controlled by Amazon, very tightly controlled and it works. You know what you're getting, and it's innovating at a, at a breakneck speed. It's antithetical to everything we know about it. So, you know, you've been asking people all week what the bumper sticker is on the show. I can't wait to go back and see some of those, but I mean, this is the trend and the trend is your friend, or it might be your enemy. So when you say who's going to be able to compete with Amazon, I think Martin of eucalyptus set a set of best historically in economics. There's always people that will rent and there's always people that will buy. And the, the old guard is Amazon calls them is not going to take this lying down, but the old guard has to replicate an Amazon's model. How does it do that? It's got to create an open entry into its system. That's equivalent in terms of simplicity and power to the Amazon API. Number one, number two is it's got to be able to demonstrate to the developer community that you can inter-operate across those platforms in a way that you can get critical mass, the same way that you can with Amazon. And that's going to be the, the massive battle that's going to take place in the cloud Wars. >>I mean, I think one of the things that's interesting is that the word lock-in was something that we were talking on day one, especially in the enterprise, that's a word that gets kicked around. And you know, my feeling has always been lock-in is not necessarily a bad thing if it's, if you can, if you can have switching costs that aren't super high locking means, switching costs are so high that you can switch. I can switch from my iPhone to Android anytime I want. But the problem is that iPhone is a better product. It's integrated with the apps and I can buy all the same apps. So that's a very key thing. And I think the switching costs here are a lot higher and I, there are Amazon >>On the record. Amazon is the mother of all lock-ins. I mean, this is a beautiful business model and here's, what's so great about it is the customers. You heard them this week say if you took AWS away from me, I would burst out into tears. So Amazon's, I think brilliant challenge here is to how do they keep innovating? They're doing that, but how do they keep lowering prices? So people don't want to leave. So that that's, that's what I see as the disruptive piece. It, >>Well, being in this business all these years were, you know, a little bit older than some of the young guns were on the cube to me lock-in is moving right? You see, um, in the old days, huge capital outlays for, uh, for equipment, you had maintenance, all this stuff was locking. Now the lock-in shifting to OPEX and agility. So what's happening is Amazon is basically commoditizing the old way of how people would spend and shifting the lock-in to the op X side of the equation. I call it the heroin addiction where, Hey, it's so low cost and the agility is the lock-in. So the functionality of agility guarantees the lock. And I think that's what Amazon's betting the ranch on is that when can go to time to market, to value quicker, that is inherently a lock-in, that's a quote, user experience to use my iPhone example. >>If I'm going to have a good experience making money as an enterprise, that's good. That's good. Lock-in right. So it's all a relative term in that the lock-in has been around. I mean, they call it differentiation, but at the end of the day, I think Amazon's got a good, good play there. But like I said, I don't think Amazon has cracked the it nut yet. I think they're going to have some it penetration. And this is top of the first ending, as we were saying, the enterprise, it nut enterprise, it is not, has not. The nut has not been cracked. What >>Do you need to see to be convinced? Well, >>I just think the stack is going to be the, the same paradigm of having an integrated staff. I just want to see different levels of services because the table stakes for the enterprise are different. There's certain compliance issues and you know, they're checking the boxes right now. This is the ground game I was referring to earlier. Amazon is going to start checking the boxes. Oh, VDI, we got workspaces, I got this. I'm going to check the boxes. Ultimately the list is just too long to win everyone. Right? So I think, you know, so it's going to be an opportunity. I think OpenStack has a great hope. I think VMware and IBM and HP are big players. And I think OpenStack needs to step up its game and have a big player, pop down a billion dollars with like IBM David Linux and saying, look at OpenStack, we're behind it. And rally the troops. And that's all >>Sorry, go back to the lock-in comments because this is critical because to me, the definition of lock-in is it's, it's, it's less economically attractive to leave than it is to stay. And that's what Amazon is doing. They're making it, making it more economically attractive to stay than they are to leave. Here's why that's so important. The more people that they pull, and this is why Carlisle and back said, you know, we can't lose to the bookseller. And you said that because they know the old guard knows that if people go to Amazon, they're not going to leave. Cause it's going to be less attractive for them to leave than it is to stay. So there's a huge battle over that trillion dollar Tam. So the key is John that OpenStack and IBM and VMware and Oracle and all the others have to make it economically attractive to not go into Amazon. And that is the battle. >>One of the things that's very clear, Dave, that's coming out of the show for me. My bumper sticker is dev ops wins. And I think what that mean by that is, is that, and we refer to the cloud being in the top of the first inning, meaning really everything else was spring training. He used the baseball metaphor in the sense that this is all that this is all activation of a paradigm shift. That is so game-changing the dev ops concept of software developers. Writing code that trickles into a fully integrated stack is really amazing, right? This really replaces the pain of provisioning hardware cost of it, cost of the infrastructure. That stuff is that that is the real value of the crowd. So if you take the dev ops concepts, which to me is already a winner and put that into the enterprise market, that's going to be cloud ops. >>So to me, I think the opportunity right now for anyone who wants to with Amazon in my opinion, is to go out there and say, look it, you got to win the software developers, look at what a Mongo DB has done. We had Elliot the co-founder on, they made it good goodness for the developer. Whoever can do that for the enterprise will win. And I don't think that there's a direct one-to-one mapping of what dev ops is. It is in the Amazon world. And what dev ops is in the enterprise. I think that's more cloud ops because the guys that are provisioning EMC drives dealing with IBM and red hat a little bit slower, I would say in terms of deployment, they used to the big slow cycles. Dev ops guys are pushing code a little bit more, you know, nimble startup, clean sheet of paper, you know, Uber, Airbnb, those younger generations, but this is a generational shift and it's happening and it's all on the software. So to me, I think dev ops speaks to, >>I wanna, I wanna, uh, keep this thread going. So, so what's the playbook to, for the old guard to compete, you're saying you gotta, uh, attract developers, but that's not enough. You need a cloud platform, right? So take, for example, VMware, VMware announces, you know, hybrid cloud infrastructure as a service it's early days, they need a cloud platform. So what else do you need to compete? You need developers. You need, >>You gotta have, you gotta have trust and security, right? So here's the thing. Developers care about success of creativity for the solutions. And what Amazon's demonstrate is the time to value is the key thing. You hear people, whether they're startups or big company get to some value, double down on success, figure out how to be agile succeed. Fast, move on with the problem right now is that developers are like deer in the headlights. They go where the action is, right? And it's always been that way. I think OpenStack to me is an opportunity or whatever platform that is. Someone's got to get a big anchor tenant in that platform needs to step up and be the galvanizing force and create some solidarity around that approach for it. That is an opportunity for VMware. I think Pat Gelsinger is probably best positioned to do that. Pivotal is a, is a genius, but I think ultimately they might be biting off more than they can chew. So I worry about, you know, their car not being fast enough right now in, in the game. So, you know, worry about pivotal there. But I think VMware probably is a better position there. So they need, they need, they need infrastructure. They need this middleware, which is database queuing notifications. A lot of that, a lot of the stuff you see Amazon doing at the top of the stack managed services. So that's streaming data and all the goodness on them, >>Developers, you got to have a cloud platform at scale, you gotta have trust and security. I would add to that. You got to do things that Amazon's not going to do. So for instance, we heard all week, Amazon doesn't want to do one-offs. They don't like to do customization, whatever they do. They want everybody to benefit from that enterprise enterprises want customization. We've talked about this, John. That's why, for instance, you, you find that some of the customers won't go into Amazon, not because the security is bad, it's just different. And Amazon's not going to change the security profile. They're not going to change the policy. So enterprise, uh, players, the old guard, so to speak must continue to do custom stuff. One-off that Amazon won't do, but here's the bet that Amazon's making Amazon's that its ecosystem will over time be able to do those one-offs for the customer and put a buffer in between the Amazon platform and the customer. So that's, that's really interesting. >>Yeah. I would also add to that, that the main differentiation where Amazon and other potential people to compete with Amazon is scale, scale matters. Scale gives leverage. Amazon has proven that, and they're trying to use that leverage now to catapult into other markets for market expansion. So that's one thing. So, so, so the, so for the enterprise in particular, one area we watch heavily, I see two major trends. I see a cloud service that's similar to Amazon. It smells like an integrated stack, but it just has different feature sets tailored for the enterprise. That's more of that's the hybrid cloud clearly hybrid cloud is a winner. Amazon is not using that term hybrid cloud. And he's a hybrid ID, which is basically a head fake. It really means hybrid cloud. So that's hybrid cloud. The second thing is I think you're going to see data centers be Amazon in a box. >>So that's why I like io.com because io.com has essentially built pods and containers and essentially is cloud in a box. And I think shipping data centers is the future. And I think what I like about IO and here's why I'm interested in double clicking on that company is that they're basically shipping data centers. You've got Goldman Sachs, big companies. So IO IO has got, got that going on. And then you've got hybrid cloud. And then the third thing that's really relevant is that you started to see the vertical integration Dave of, of services. Look at CSC, CSC bought service mesh. We had, uh, this guy Jeff on earlier with, uh, that company is doing all the user experience they're offering full end-to-end full-stack developers for essentially web apps. Okay. That is a shift to what I call the dev ops world. Those two things. You're going to see these industries where it's ISV and integrators are kind of vertically integrated. They're going to actually build their own stuff. And that's going to be the, I think the innovation on the channel side. So the channel is up for grabs. Everything's being disrupted >>Battlefield. We've got developers, we've got cloud scale, we've got trust and security. We've got customization. And I'm going to add another one, which is the ecosystem, which is essentially your, you know, in part in your channel, but got to have a strong ecosystem, want to pick up this discussion with you and getting the hook. >>So the Dave wants to of what's the bumper sticker for the show. Give me the Dave Volante bumper sticker. You. We heard everyone said a story here. Um, >>What AWS, the, the trend is your friend, >>My bumper sticker. I'm going to throw a hashtag in there. The hashtag next generation computer revolution to me, this is the next generation computer revolution, total transformative hashtag next generation computer revolution. I think Amazon's leading the charge and I think they're going to shift the sands and everyone else is going to have to adjust. And that's good for everyone, Dave and the market wins a ruin murky on Hortonworks tweeted. Hey, we'd love it. Market expansion, rising tide floats all boats. And I think that's all >>Ultimately ultimately billion dollar Tam Gianna. I'm thrilled to a >>Part of covering that with the cube. I want to thank everyone for watching. Thanks. This is the day three wrap up this acute exclusive coverage from Amazon web services. Want to thank the crew here? All the guys back at the ranch. Kristen, Nicole art Lindsay, Mark Hopkins. Andrew, we got mic. We got Alex. Good job, Jeff Fricks do, uh, everyone. Jeff Kelly. We have the analysts. Come on. We've got this show covered, Dave. I think we fished this pond out. So look for us next to HP. Discover will be there. And, uh, December the week of the 10th or 11th and 12th, we'll be doing the OpenStack summit as well. Look for that. When that gets announced, um, my maybe doing the node node summit in December, we got also the spark summit and MIT event in January. The security event would be at Berkeley. We're going to all these great events tubes out of control. We've got storage, big data now cloud, we look for a lot of research. You can see a lot of cloud coverage coming out on the research. So I looked for that over the next few months, I will get bon.org. Thank you for watching. Well, that's a wrap day three exclusive coverage. This is the cube. I'm John fryer with Dave Volante here in Las Vegas until next time take care.
SUMMARY :
I'm John furry or the founders to look an angle. And I believe they're going to be the iPhone like model for the cloud they're they're The event is a metaphor for the shift that's occurring in the industry. And that's going to be the, the massive battle that's going to take place And I think the switching costs here are a lot higher and I think brilliant challenge here is to how do they keep innovating? and shifting the lock-in to the op X side of the equation. So it's all a relative term in that the lock-in has been around. And I think OpenStack needs to step up its game and have a big player, and Oracle and all the others have to make it economically attractive to not go And I think what that mean by that is, is that, and we refer to the cloud being in the top of the first inning, So to me, I think the opportunity right now for anyone who wants to with Amazon in my opinion, for the old guard to compete, you're saying you gotta, uh, attract developers, but that's not enough. I think OpenStack to me is an opportunity or the old guard, so to speak must continue to do custom stuff. I see a cloud service that's similar to Amazon. And that's going to be the, I think the innovation on the channel side. but got to have a strong ecosystem, want to pick up this discussion with you and getting the hook. So the Dave wants to of what's the bumper sticker for the show. I think Amazon's leading the charge and I think they're going to shift the sands and everyone else is going to have to adjust. I'm thrilled to a So I looked for that over the next few months, I will get bon.org.
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