>>live from Copenhagen, Denmark. It's the Q covering Nutanix dot next 2019. Brought to you by Nutanix >>Welcome back, everyone to the cubes. Live coverage of Nutanix dot Next here at the Bella Centre in the Copenhagen. I'm your host, Rebecca Knight, coasting along side of stew, Minutemen were joined by Bala Coochie bottler >>Bhola. He is the VP GM Nutanix era and business critical lapse at Nutanix. Thanks so much for coming on the island. >>It's an honor to come here and talk to guys. >>So you were up on the main stage this morning. You did a fantastic job doing some demos for us. But up there you talked about your data, your days gold. And you said there are four p's thio the challenges of mining the burning process you want >>you want to go through >>those for our viewers? >>Definitely. So for every business, critical lab data is gold likely anam bigness for a lot of people are anyone. Now the question is like similar to how the gore gets processed and there's a lot of hazardous mining that happens and process finally get this processed gold. To me, the data is also very similar for business could collapse. Little database systems will be processed in a way to get the most efficient, elegant way of getting the database back data back. No. The four pains that I see for managing data businesses started provisioning even today. Some of his biggest companies that I talkto they take about 3 to 5 weeks toe provisions. A database. It goes from Infrastructure team. The ticket passes from infrastructure team, computer, networking stories, toe database team and the database administration team. That's number one silo. Number two is like proliferation, and it's very consistent, pretty much every big company I talkto there. How about 8 to 10 copies of the data for other analytics que year development staging Whatever it is, it's like over you take a photo and put it on. What Step and your friends download it. They're basically doing a coffee data. Essentially, that Fordham be becomes 40 and in no time in our what's up. It's the same thing that happens for databases, data bits gets cloned or if it's all the time. But this seemingly simple, simple operation off over Clone Copy copy paste operation becomes the most dreaded, complex long running error prone process. And I see that dedicated Devi is just doing Tony. That's another thing. And then lineage problem that someone is cloning the data to somewhere. I don't know where the data is coming from. Canister in The third pain that we talk about is the protection. Actually, to me it's like a number one and number two problem, but I was just putting it in the third. If you're running daily basis, and if you're running it for Mission critical data basis, your ability to restore the rhythm is to any point in time. It's an absolute must write like otherwise, you're not even calling The database. Question is, Are the technologies don't have this kind of production technology? Are they already taken care? They did already, but the question is on our new town expert from Are on Cloud platform. Can they be efficient and elegant? Can we can we take out some of the pain in this whole process? That's what we're talking about. And the last one is, ah, big company problem. Anyone who has dozens of databases can empathize with me how painful it is to patch how painful it is to get up get your complaints going to it. Holy Manager instead driven database service, this kind of stuff. So these are the four things that we actually think that if you solve them, your databases are one step. Are much a lot steps closer to database service. That's what I see >>Bala. It's interesting. You know, you spent a lot of time working for, you know, the big database company out there. There is no shortage of options out there for databases. When I talked to most enterprises, it's not one database they now have, you know, often dozens of databases that they have. Um so explain line. Now you know, there's still an unmet need in the marketplace that Nutanix is looking to help fill there. >>So you're absolutely right on the dark that there are lots of date of this technology is actually that compounds the problem because all these big enterprise companies that are specially Steadman stations for Oracle Post Grace may really be my sequel sequel administrator. Now they're new breed of databases in no sequel monger leave. You know, it's it's like Hardy Man is among really be somebody manage the Marta logics and stuff like that so no, we I personally eating their databases need to become seemed like Alex City. Right? So >>most of >>these banks and telcos all the company that we talk about data this is just a means to an end for them. So there should focus on the business logic. Creating those business value applications and databases are more like okay, I can just manage them with almost no touch Aghanistan. But whether these technologies that were created around 20 years back are there, there it kind of stopped. So that is what we're trying to talk about when you have a powerful platform like Nutanix that actually abstracts the stories and solve some of the fundamental problems for database upstream technologies to take advantage of. We combine the date of this FBI's the render A P s as well as the strength of the new tenants platform to give their simplicity. Essentially. So that's what I see. We're not inventing. New databases were trying to simplify the database. If that's what >>you and help make sure we understand that you know, Nutanix isn't just building the next great lock in, you know, from top to bottom. You know, Nutanix can provide it. But Optionality is a word that Nutanix way >>live and time by choice and freedom for the customers. In fact, I make this as one of the fundamental design principles, even for era we use. AP is provided with the database vendors, for example, for our men, we just use our men. AP is. We start the database in the backup, using our many years where we take that one day. It is the platform. Once the database in the backup more we're taking snapshots of the latest visit is pretty much like our men. Regan back up with a Miss based backup, essentially alchemist, so the customer is not locked in the 2nd 1 is if the customer wants to go to the other clothes are even other technologies kind of stuff? We will probably appear just kind of migrate. So that's one of the thing that I want to kind of emphasize that we're not here to lock in any customer. In fact, your choice is to work. In fact, I emphasize, if the customer has the the computer environment on the year six were more than happy weaken. Some 40 year six are his feet both are equal for us. All we need is the air weighs on era because it was is something that we leverage a lot off platform patent, uh, repentance of Nutanix technology that we're passing on the benefits canister down the road where we're trying to see is we'll have cyclists and AWS and DCP. And as you and customers can move databases from unpromising private cloud platform through hybrid cloud to other clusters and then they can bring back the data business. That's what we can to protect the customers. Investment. >>Yeah. I mean, I'm curious. Your commentary. When you go listen, toe the big cloud player out there. It's, you know, they tell you how many hundreds of thousands of databases they've migrated. When I talk to customers and they think about their workload, migrations are gonna come even more often, and it's not a one way thing. It's often it's moving around and things change. So can we get there for the database? Because usually it's like, Well, it isn't it easier for me to move my computer to my data. You know, data has gravity. You know, there's a lot of, you know, physics. Tell General today. >>See what what is happening with hyper killers is. They're asking the applications. Toby return against clothed native databases, obviously by if you are writing an application again, it's chlorinated. Databases say there are Are are are even DCP big table. You're pretty much locked technical because further obligation to come back down from there is no view. There's no big table on and there's no one around. Where is what we're trying to say is the more one APS, the oracles the sequels were trying to clarify? We're trying to bring the simplicity of them, so if they can run in the clover, they condone an art crime. So that's how we protect the investment, that there is not much new engineering that needs to be done for your rafts as is, we can move them. Only thing is, we're taking or the pain off mobility leveraging all platform. So obviously we can run your APS, as is Oracle applications on the public lower like oracle, and if you feel like you want to do it on on from, we can do it on the impromptu canister so and to protect the investment for the customers, we do have grown feeling this man, That means that you can How did a bee is running on your ex editor and you can do capacity. Mediation means tier two tier three environments on Nutanix using our time mission technology. So we give the choicest customers >>So thinking about this truly virtualized d be what is what some of the things you're hearing from customers here a dot next Copenhagen. What are the things that you were they there, There there Pain points. I mean, in addition to those four peas. But what are some of the next generation problems that you're trying to solve here? >>So that first awful for the customers come in acknowledges way that this is a true database. Which letters? I don't know what happened is what tradition is all aboard compute. And when when he saw the computer watch logician problem you threw in database server and then try to run the databases. You're not really solving the problem of the data? No, With Nutanix, our DNA is in data. So we have started our pioneered the storage, which location and then extended to the files and objects. Now we're extending into database making that application Native Watch Ladies database for dilation, leveraging the story published Combining that with Computer. What's litigation? We think that we have made an honest effort to watch less data basis. Know the trend that I see is Everyone is moving. Our everyone wants cloudlike experience. It's not like they want to go to club, but they want the cloud like agility, that one click simplicity, consumer, great experience for the data basis, I would liketo kind of manage my data basis in self service matter. So we took both these dimensions. We made a great we made an honest effort to make. The databases are truly watch list. That's the copy data management and olive stuff and then coupled with how cloud works able to tow provisions. Self service way ability to manage your backups in self service. Weigh heavily to do patch self service fair and customers love it, and they want to take us tow new engines. One of the other thing that we see beget Bronte's with ERA is Chloe's. Olive or new databases generally are the post press and the cancer, but there's a lot of data on site because there's a lot of data on Mississippi. Honey, there's a lot of data on TV, too. Why don't we enjoy the same kind of experience for those databases? What? What did they do wrong? So can we >>give >>those experience the cloud like experience and then true? Watch allegation for those databases on the platform. That's what customers ask What kind of stuff. Obviously, they will have asked for more and more, um, br kind of facilities and other stuff that way there in the road map that we will be able to take it off. One >>of the questions we've had this week as Nutanix build out some of these application software not just infrastructure software pieces, go to market tends to be a little bit different. We had an interesting conversation with the Pro. They're wrapping the service for a row so that that seems like a really good way to be able to reach customers that might not even knew no Nutanix tell us, you know, how is that going? Is there an overlay? Salesforce's it? Some of the strategic channel and partnership engagements, you know, because this is not the traditional Nutanix, >>So obviously Nutanix is known. Andi made its name and fame for infrastructure as service. So it's really a challenge to talk about database language for our salespeople. But country that I heard the doubt when I kind of started my journey It Nutanix Okay, we will build a product. But how are you going to the city? And we get off this kind of sales for But believe me, we're making multimillion dollar deals mainly led by the application Native Miss our application centric nous so I could talk about federal governments. And yes, she made perches because it was a different station for them. We're talking about big telco company in Europe trying to replace their big Internet appliances because era makes the difference vanished. We're providing almost two X value almost half the price. So the pain point is real. Question is, can we translate their token reconnect with the right kind of customer? So we do have a cell so early for my division. They speak database language. Obviously we're very early in the game, so we will have selected few people in highly dense are important geographic regions who after that, but I also work with channels, work with apartments like geniuses like we prove head steal another kind of stuff and down the best people to leverage and take this holding and practice. This is the solution. In fact, companies like GE S D s is like people take an offer. Managed database seven. Right. So we have a product. People can build a cloud with it. But with the pro they can offer in a word, why do you want to go to public Lower? I can provide the same cloud. Man is database service more on our picks, Mortal kind of stuff. So we're kind of off fighting on all cylinders in this sense, but very selectively very focused. And I really believe that customers fill understand this, Mrs, that Nutanix is not just the infrastructure, but it's a cloud. It's a It's a club platform where I considered arise like Microsoft Office Suite on Microsoft's operating system. Think about that. That's the part off full power that we think that I can make make it happen >>and who are you know, you said you're going in very tight. Who are these Target customers without naming names? But what kinds of businesses are they? You know? How big are they? What kinds of challenges. Are >>they looking at all? The early customers were hardly in the third quarter of the business, but five. Financial sector is big. The pain point of data mismanagement is so acute there capacity limitation is a huge thing. They are spending hundreds of millions of dollars on this big. When that kind of stuff on can they run in the can extract efficiencies out of this hole all their investment. Second thing is manufacturing and tell Cole, and obviously federal is one of the biggest friend of Nutanix and I happened to pitch in and religions is loaded. And they said, Israel, let's do it real demo. And then let's make it happen. They actually tested the product and there are taking it. So the e r piece, where are they? Run Oracle, Where the run big sequence kind of stuff. This is what we're seeing. It >>followed. Wanna make sure there was a bunch of announcements about era tudo Otto, Just walk us through real quick kind of where we are today. And what should we be looking for? Directionally in the future. >>So we started out with four are five engines. Basically, Andi, you know that Oracle sequel and my sequel post this kind of stuff, and we attacked on four problems this provisioning patching copy, data management and then production. But when we talked to all these customers on, I talked to see Ables and City Walls. They love it. They wanted to say that Hey, Kanna, how around more engines? Right? So that's one will live. But more importantly, they do have practices. They have their closest vehicles that they want to have single pane of management, off era managing data basis across. So the multi cluster capability, what we call that's like equal and a prison central which manage multiple excesses. They weren't error to manage multiple clusters that manage daily basis, right? That's number one. That's big for a product with in one year that we regard to that stage. Second thing was, obviously, people and press customers expect rule rule based access control. But this is data, so it's not a simple privilege, and, uh, you would define the roles and religious and then get it over kind of stuff. You do want to know who is accessing the data, whether they can access the data and where they can accident. We want to give them freedom to create clones and data kind of act. Give the access to data, but in a country manor so they can clone on their cure. Clusters there need to file a huge big ticket with Wait for two weeks. They can have that flexibility, but they can manage the data at that particular fear class. So this is what we call D a M Data access management. It's like a dam on the like construct on the river, control flow of the water and then channel is it to the right place and right. But since Canister, so that's what we're trying to do for data. That's the second big thing that we look for in the attitude. Otto. Obviously, there's a lot off interest on engines. Expand both relation in Cecil has no sequel are We are seeing huge interest in recipe. Hannah. We're going to do it in a couple of months. You'll have take review monger. Dubious. The big big guy in no sequel space will expand that from long. Would it be to march logic and other stuff, But even D B two insiders There's a lot of interest. I'm just looking for committed Customers were, weren't They are willing to put the dollars on the table, and we're going to rule it out. That's the beauty of fair that we're not just talking about. Cloud native databases Just force Chris and kind of stuff. What? All this innovation that happened in 30 40 years, we can we can renew them to the New Age. Afghanistan. >>Great. Well, Bala, thank you so much for coming on. The Cuba was >>Thank you. >>I'm Rebecca Knight for stew minimum. Stay tuned. For more of the cubes. Live coverage of Nutanix dot next.

(upbeat music) >> Live from Orlando, Florida, it's theCUBE covering Microsoft Ignite. Brought to you by Cohesity and theCUBE's ecosystem partners. >> Welcome everyone to day one of theCUBE's live coverage of Microsoft Ignite here at the Orange County Civic Center. I'm here -- I'm Rebecca Knight -- my cohost, Stu Miniman. This is the first CUBE show ever at Microsoft. It's unbelievable! >> Yeah, Rebecca, it's a little surprising. You know, we started back in 2010 doing these events, we've done hundreds of shows, we've done thousands of interviews, we've had lots of Microsoft people, but the first time at a Microsoft show, there's plenty of people I've bumped into that don't know theCUBE. 30,000 people in attendance here, so really excited to dig into this community and ecosystem and show 'em what it's all about. >> We're making history. So today, we had Satya Nadella up there on the main stage. What is your big takeaway from his keynote, Stu? >> Yeah, so Rebecca, Satya Nadella, obviously has really helped turn around Microsoft's -- really, the way people think about Microsoft. 'Cause it's interesting, when I look at the people we're going to be talking this week, lots of them have been with Microsoft ten years, twenty years, or more, so. Microsoft is one of those stalwarts in technology, they are obviously critical in a lot of environments. Everything from the latest Windows 2019 got announced today, there's excitement there, but they're playing in the cloud, they're playing all over the environment but Satya has brought new energy, some change to the culture I know you're going to want to talk about, and really came out talking about the vision for the future and what was interesting to me compared to some other big tech shows that I go to, it wasn't product focused, it wasn't on the new widget. They touched on things like Azure and, of course, AI, and some future things but it was really business productivity at its core is what I think about. If you think about Microsoft, I mean, we've all used the Office Suite and watched that go from Microsoft getting into the apps to being the main apps to pushing people to Office 365, so. I hear things about like business productivity and when they put in the Intelligent Cloud and the Intelligent Edge, it wasn't product categories they went into, but really speaking to broader terms to the business, so. It was interesting and a little bit different from what I would hear at say the companies you compare them to. The Amazons of the world, the VMwares of the world. So, a slightly different messaging. >> I couldn't agree with you more, and just talking about the different kind of energy that Nadella brings to this company. Microsoft, as you said, a lot of the people here are veterans; they've been here ten or twenty years. Microsoft is pushing on forty-five years old. This is a company that's entering middle age in an industry that is all about the new, the fresh, the buzzy. And so, he really does bring that kind of fresh outlook to it. His catchword of the day is "tech intensity" and this is what he talked about how we not only need to be adopting the latest and greatest technology, we also need to be building it. Seems like he was really doubling down on this idea that industry leaders need to be pushing boundaries in whatever industry they may be in. >> And I did like that, 'cause it's interesting. The easy compare, and I hope I don't do it too much, but you look at Amazon: Amazon talks to those builders. That's like the core, what you say when you go to the airports that have their branding, it's all about the builders, so. To the cloud native piece, I want the developer, developer, developer - and Microsoft knows a thing about developers too - but they bridge that gap. When we first talked about the world hybrid cloud, Microsoft's one of the first companies that comes to mind when I think about because they have such a base in the legacy world, they're modernizing that world, and they are helping to build that next generation space. Microsoft isn't one to necessarily chase the new shiny. They've done lots of big acquisitions, I mean, you talk developers, they bought GitHub. That's the center, it's like, if you're a developer, "What's your resume?" "Oh, well just check me out on GitHub, see how many stars I have." That kind of stuff. So that's where Microsoft lives and as you said, right, "tech intensity" - that balance between what are you buying and what are you build. I like that commentary from Satya. What I liked about him is saying, "Look, there are things that have been commoditized out there and you probably shouldn't waste your time building." I always tell companies, "Look, there's things that you suck at, or things that other people do way better. Let them do that. Why are you spending your cycles reinventing the wheel?" The thing I didn't love as much is he was like, "Well, you got to be careful who you partner with, you don't want to necessarily partner with somebody that's going to be your competitor." Come on. When I talked to a couple users coming out and I'm like, "What'd you think of that?" And they're like, "Look, here's the thing: love Microsoft, use Microsoft, but we use Amazon, we're going to use both, it's a multi-cloud world." Lots of SAS, multiple public clouds, and I want to hear about how Microsoft lives in that world. They can't not partner with Amazon. Matter of fact, I was reading one of the press releases. Oh, Skype will be available on the new Amazon Echo Show. So, it's the world of co-opetition. You've got, look around this ecosystem: everybody -- you partner where you can, you try to overlook the places where you fight, and you got to help the customers, and I think Microsoft does a good job, but you can't just say, "Let's not talk about Amazon or AWS because oh, that's going to be competitive." You know, really. >> And also, it's sort of, what he says and what he does, which are two different things. Because he also brought up the CEO of Adobe and the CEO of SAP up there to talk about this new Open Data Initiative. He talked - all three CEOS - talked at length about this small data problem that companies have, which is that they have all of this vast amount of digital information that they are creating and storing and manipulating, but it's all kept in silos. And so, they know a lot, but this end isn't talking to this end. So they want to change that, they're setting out to change it. >> You know, three companies that, if you were to tell me, okay, who's helping and doing well with digital transformation, and understands my data? Well, you couldn't do much better than starting with Microsoft, Adobe, and SAP. Absolutely, great suite. Adobe and SAP both made acquisitions in this phase, they understand the data. And I have to give huge kudos to Microsoft on how they're doing in open source. I've got enough years in the industry that I think back to when things like Linux were going to help try to topple Microsoft. And you see, Microsoft embracing almost half of the workloads in Azure or Linux. They had announcements, they were talking up on stage about partnering with Red Hat. And Microsoft, working with developers, working in the cloud, open source is critically important there. Talk about AI, open source has to be a key piece of these. And the Open Data Initiative: I like what I saw. Big names, there were definitely some surprise out of it. It was kind of the biggest news out of Satya Nadella's keynote this morning. The thing I will drop back on and say okay, we've all seen some of these announcements out there. Would've loved to see a customer or an example. Satya Nadella did a good talking about some of the IOT solutions that are going to get to AI, and I think it was a utility that was like, here they have, they're trialing it out and everything. So how do we measure the success of this? It's extensible and they said absolutely, other partners and other customers can tie into this. But -- is this a year, two years, how long before this becomes reality? Hopefully, three years from now, we look back and say we were there with something really important to help customers own and take their data and take it to the next level, but as of right now, it's a good move by some very strong players. And, of course, Microsoft partnership's key to what they're doing. >> They've identified the problem and that's what today was about. Sort of, we know this is a problem, we're going to work on this together. And I think it's also, talking about the open source angle which you brought up, it really is emblematic of this kinder, gentler Microsoft, which is all about inclusivity, all about helping everyone do better at their job and in their lives. >> Rebecca, I love your take. You talk about diversity, you talk about the culture of change, I mean. Satya leading from the top. We covered a few years ago, he put his foot in his mouth at a Grace Hopper event. But very much a lot of women involved, we're going to have a number of women executives on the program here. What do you see from Microsoft in this space? >> So the incident you're referring to is when he was asked about how a woman should ask for a raise and he basically said, "Oh, you really shouldn't ask - just do your best work and the rewards will come to you." Well, any woman in any industry, regardless of technology, knows that's just not the way it works. And I think, particularly now, he can look back and say, "Oh my gosh, that was a gaff." But even then, he recognized it and he apologized immediately and said, "No, things have got to change and I need to be part of the solution." So he does have a lot of initiatives around diversity in tech and helping women reach leadership positions. In terms of the cultural transformation that you reference at the very beginning of the show, his book is called Hit Refresh and it really is all about the growth mindset. Which is the work that Carol Dweck has done, and Angela Duckworth too. So this is really about this constant learning, this constant curiosity, this constant "don't be a know it all, be a learn it all," be so willing to collaborate and hear other perspectives and don't dismiss other people's perspective out of hand. And that's really, that's the way they want to operate as a company and as a culture. And then they also want to push that out into how its products behave in the workplace and how they help teams work together. >> Yeah, and that "be a learn it all, not a know it all," not only resonates with me but it part of the mission of what we do here on theCUBE. Look, my first Microsoft show. Trust me, I've been studying hard on this. I mean, I've known Microsoft since my earliest days working in the tech community and the like, but first time coming in. We always know that people need to learn, they want to learn, and that's one of the things that we hope our three days of coverage is going to help people understand, get a taste for all the things that are going on in the show. There are hundreds if not thousands of sessions that are all recorded. How do I choose what to go dig into, what announcements mean the most, what am I going to want to dig into? So that's one of the things that I was excited to hear and excited to help bring to our community here. >> Right, so we're going to help our viewers do that and we're going to learn a lot from our great lineup of guests. So Stu, it's really exciting to be here. We're going to kick off three days of coverage in just a little bit. I'm Rebecca Knight for Stu Miniman. Stay tuned to theCUBE here at Microsoft Ignite.

>> Announcer: Live from the Moscone Center it's theCUBE, covering AWS Summit San Francisco 2018. Brought to you by Amazon Web Services. >> Hello everyone, welcome to theCUBE here in San Francisco at Moscone West, theCUBE's exclusive coverage of Amazon Web Services Summit 2018. It's the first of their kickoff of their little satellite events, really about developers and training and educating people on Amazon Web Services products and services. Again theCUBE covers re:Invent, that's their big show, This is more of a, less of a sales and marketing but more of a really get down and dirty with the developers and practitioners. I'm John Furrier, with my cohost this week Stu Miniman all day today, wall to wall coverage. Stu, the keynotes just kicked off, Andy Jassy is not here, notable. Werner Vogels does all the summits so he's always been the headline. Last year Andy Jassy kind of did the keynote, fireside chat, we had that up on our YouTube channel, SiliconANGLE theCUBE, but here the story is all about SageMaker and the continued dominance of Amazon Web Services, and then again as we were speculating at re:Invent, and we've been saying on theCUBE, the maturization of Amazon Web Services is clear. Everyone knows the numbers, they're breaking out the reporting, they clearly got competitive forces for the first time in AWS's history, they have some serious competition upping their game. Microsoft nipping at their heels, Google putting out some open source tech, Oracle trying to throw FUD into the fire and say, change the rules and kind of keep the rules on their terms, so the competitive pressure. But at the end of the day there's a whole new era of modern software development, modern business applications and we're seeing it with things like cloud expansion, on-premise consolidation, hybrid-cloud, multi-cloud, decentralized infrastructure, blockchain AI, these are the themes, this is what developers want, this is what businesses are doing, let's analyze and discuss the keynotes. What's your thoughts? >> Yeah, so John, I mean, first of all, we watched the rolling thunder that is AWS just rolling through the entire industry, and now rolling all over the globe. So the AWS Summit, I think they actually had an idea about Summit in Singapore like, last night, and we're going to be covering a few of them. I was last year at the AWS New York City Summit, and I tell you, that New York City show alone was one of the best shows I went to all year. The amount of people, the excitement, what really differentiates as you said, the big re:Invent versus the summit, first of all, the summit, they tend to be a local audience, it's free for basically everybody to come in. So numbers are great, you know, we're in San Francisco, they going to 10, 15 thousand people here probably. Google Cloud Next was here last year in February and it feels almost the same amount of people here for a regional Amazon show. So the numbers are wow, the announcements, every day Amazon's running an announcement, so Doctor Werner Vogels, Doctor Matt Wood, get up stage, go through some of the usual we're dominating every industry and every service and everything there, but when you piece apart there's like, ooh, there's real announcements that are coming, things that jumped out, we talked about machine learning, Matt Wood talked about SageMaker is really growing super fast, people that I talked to that have been using it are loving it. They came out with SageMaker local, which means that I can develop it on my laptop and do it with that cool, you take ML with that cool, what was it, that deep lens, that they've got. It's how do I get these environments? Amazon isn't just about infrastructure cloud anymore, They've gone to paths, they're pushing to edge, they're doing all of these things. They had a whole ton of announcements, when they were already past the time that the keynotes were going to be done, Oh, you thought we're done, well security, security, security and secrets manager, firewall manager, there's so many services. The theme I've been looking at the past couple years, how do we keep up with all of this, even internally? You talk to Amazon people, they don't know everything that everyone's doing, because it's all those two pizza teams and how they're growing. >> And they always have to get all their sound bites in because they don't have a lot of time to get all that packed into one powerful punch. Just on a quick side note for the folks that watching knows theCUBE, we've been covering Amazon really since the beginning, since the re:Invent started, you know we've been covering data center infrastructure and big data, Hadoop and now beyond. You're starting to see coverage around blockchain and cryptocurrency. So again, we are expanding our coverage of the AWS ecosystem and cloud to include most of the major regional shows of AWS Summit, continuing to go deep into the AWS re:Invent and the community, we are also initiating coverage heavily on Google, Google Cloud Next, we'll be at their show and soon to be at Microsoft show, that's still to be determined with Microsoft that they will let us in, we're working on that, we think that's going to be good, but we'll be nailing and doubling down on the cloud coverage. So Stu, with that as a backdrop, people know we've been deep with Amazon, I've been called an Amazon fanboy many times, but the numbers are clear. I'm a Google fanboy, by the way, too, I love Google stuff. Microsoft I got to learn more about, obviously they have bundling and Office so they're a legacy player, Oracle a legacy player, so you got two legacy players, you got Amazon and Google, I would put them in two different categories, but then Alibaba in China trying to dip in as you got those, the real kind of cloud native companies, Google and Amazon on one end, you get the legacy players with Microsoft and Oracle and IBM on the other. So you have this really highly competitive environment. We're seeing for the first, or second time, Andy Jassy did it at re:Invent, but Werner Vogels put up the competitive slide. He said "This is what we're doing." And he showed the number of services that Amazon offers, vis a vis the competition, and he didn't actually call out the vendors but we kind of know, I put on my Twitter feed, you can see his number one, the second one's Microsoft. Google they put in the Google colors, that's obviously Google, and red is Oracle. Amazon is clearly dominating on the number of services available across the cloud. So when we've been squinting through the numbers on who's leading who, you've really got look at two perspectives. The broad range of available services and the number of customers using those services versus point solutions that might be one instance of the cloud. This is a new architecture, it's not the old waterfall model it's not the old six months to provision into it, mentioned that. This is like a highly competitive environment. So Stu I've got to ask you, how do you squint through that and look at the competition that Amazon has, obviously the numbers aren't great. But how should customers look at the competition, how are you looking at it, how is our team evaluating the competition? >> Well first of all John, it is not a zero sum game and it is very nuanced and complicated. And for most customers it's not a solution, it's many solutions and it's something that Amazon doesn't love, is that you talk about things like multi-cloud and they would say "Well, we have the "best service everywhere and we're the cheapest everywhere "and everyone's all in on us," well, when you get down to it, You know, I hate I have to defend a little bit, you say Microsoft and Oracle, legacy. Microsoft has business productivity applications. They are the leader in the space when you talk about... >> Yeah they're the leader in legacy applications. >> But you know, you start with the Microsoft Office Suite, and say what you will, it's still dominant out there, it's there. Microsoft gave enterprises the green light to go to SaaS, and they really helped drive that. >> John: Whoah, whoah, that's a direction. >> Yeah. >> John: But they're a legacy vendor, what you just said is that they're legacy. >> But Azure is doing quite well... >> John: Oracle's going to the cloud, are they legacy? >> Oracle's got a phenomenal team, have been building some really interesting things in cloud, but obviously no doubt about it, Amazon's leading, but when you talk to users and you say, okay, there's lots of reasons they might be using Azure for various pieces. Everybody is using AWS, except for those people, John, and you used the example, the ones that compete against Amazon and obviously that's a concern. Because today Amazon is competing against more and more companies, so that's a little bit... >> I'm not, I'm not down on the legacy, what I'm trying to point out is that IBM was clear about this, they were up front about it at IBM Think we were just at, which is, they're saying the legacy has to evolve. Doesn't mean legacy's going to die, I mean Microsoft clearly is going to the cloud, their stock's at like 90 plus, it was at 26 a few years ago so, Satya Nadella taking over from Ballmer. Clearly that's the direction Microsoft has to go, and they're doing it. Now, they're a legacy company doing cloud. Oracle, legacy company, doing cloud. IBM, legacy company, doing cloud. So that's necessarily a bad thing, I'm just saying vis a vis the competition I would put Google and I would put Amazon in a new, modern, non-legacy kind of world. >> Yeah, well okay, and you find one of the lines I love that Werner Vogels was talking about is we talked about AWS customers are builders, and he said builders have a bias for action. And I love that, because if you talk to companies, and you know, we've talked a lot on theCUBE, digital transformation, much more than a buzzword, John, I've not talked to anybody, that they're like, "Oh, kind of hogwash, you know, I'm just going to "keep doing the same thing I've been doing "for the last 10 years and I'll keep being successful." We understand that change needs to happen and it's not easy. So if you've got data scientists, if you've got, you know, understanding data, if you're embracing developers, Amazon has affinity with these groups, and that's why they build and they listen to their customers and there's new services and another thing, Amazon gets up on stage and it's not so much "Oh, here's the vision of where we're going," it's here's the stuff that we GAed that we already had you in the beta. Here's the new things, and they might give you a couple things in preview, but they iterate and move so fast. >> Yeah, checking the boxes on the product side, but... >> But much more than checking the boxes, they listen to their customers. >> Well, well of course, that's what they say, but we know they're doing that, but the thing, I mean checking the boxes, they're on the cadence of the Amazon releases, which we've talked about that. But fundamentally, Stu, I think the two big things and this is what I want to get your reaction to is, what's going on with Amazon, the consistent thing is that they lay out the preferred architecture of the modern stack and it's not the same architecture as the old way. Two, the SageMaker and machine learning and where AI is going, if you look at what Matt Wood discussed, SageMaker, my prediction, will surpass Aurora as the number one shipping service for Amazon in the history of their product. That thing is on a torrent pace, and the way they lay it out architecturally, they're not head figment, they're saying this is what we're doing, they lay out the architecture, and they're putting in the machine learning. So, to me, I love that. Now, all the other stuff that they're doing it's just the cadence of Amazon. More announcements, more services, general availability, they're moving the ball down the field, as Jeff Frick would say, matriculating the ball down the field. So your reaction to the modern architecture, and the SageMaker, machine learning for all developers. >> Yeah, absolutely, Amazon is setting the bar for how we think about architecture today. They're leaders in serverless, an area I've been hot on the last year or so. You know, Werner was up on stage talking about Ai Roba who I got the chance to interview last year. So absolutely they are the bar that everything is measured on in this industry. And if they're not, have the leading product in everything, they are close second and they have so many services that there is just this flywheel of not only services and customers and the new flywheel we talked about on theCUBE two years ago with Andy Jassy is data. John, I want to throw back at you a question. Amazon released something called AWS Secrets Manager. Do we trust Amazon with our secrets? Is the government coming after Amazon now? There's some of these macroeconomic things happening, you're hearing everything in Silicon Valley, what are you hearing lately? >> Well what I'm hearing is one, people are really kind of not happy with Amazon's success because it, you know, market share at the expense of other old guard or legacy vendors, and so that's taking it's toll. Oracle to me is the biggest company that's impacted most by Amazon. It's clear that a war of words is happening between Ellison and Jassy. Two, there's a big policy battle going on in D.C. I think Bloomberg broke a story that Oracle is trying to incite Trump to tackle Amazon proper, but and then Amazon is affected, Amazon Web Services is affected, because they have all that Department of Defense and the CIA deal, so you're seeing Amazon, Amazon Web Services for the first time dealing with competitive pressures that's old school tactics, which is policy formulation, and as they say in the policy game in D.C., Stu, the battle is won before it's even fought. This is new territory for Amazon, they really got to get their act together, and if I had to tell Andy Jassy any advice would be like look it, you got to start thinking chess game at this point, and understand that the competition is not going to roll over. We've said this on theCUBE many times. Oracle's not going to roll over, IBM's not going to roll over. Now, other companies, like Cloud Air who's down thirty percent on earnings, they're going to have to do a deal with Amazon, just like VMware did. So I think you have these big cloud players sucking the oxygen out of the room, and there are impacts. The growing startups who are pre-public companies or are public companies have to either join the ecosystem or find another partner. The major cloud players are going to fight tooth and nail for market share as stakes on the table is the future internet, it's basically everything in cloud that's going to extend to democratization around decentralization, the future of money, sovereignty, government, digital nations, internet of things, these are, it's a high stakes chess game and Amazon is now on new territory, and I think that to me is the big walkaway is that no one is going to let them take this uncontested. >> Yeah, John, look at this crowd. The expo hall is filling up, customers are still excited. The buzz that I hear is that Amazon, they listen, they still move really fast when they need to make changes, I remember a year ago when we were here for the Google event I was talking, it's like, ah, Google's got such better pricing for the small business and everything like that. A week later Amazon changed all of their pricing, billing by the microsecond, I talked back to some of my sources and they're like, "Yeah Amazon listened and totally flipped the game." >> Yeah, well Jassy, he... >> There are sustainable advantages, so difficult in the fast pace of change but Amazon is doing better than what Oracle used to do in the past, they were kind of like, we'd get the lead and kind of want the competition intact, with them with the old sailing analogy, Amazon doesn't worry about the competition, they listen to their customers, they're moving forward. >> Well, I think that they do, they don't admit it but they have to watch, they've got to look in their rear view mirror a little bit, but Stu, to end out the analysis I would say the following, my observation is this: Andy Jassy and his team are very customer-centric. He sat on theCUBE many times, so as an organization they're very process oriented, they'll listen to customers. But if you look at what's happening in the world today, is that in the old way, the way that Intuit laid it out that took months to provision the software, the old technology business model or venture architecture for a business was make a sound technology decision, and all the chits will fall in the right places. This is completely opposite now, if you look at what's going on with cloud and blockchain and cryptocurrency and decentralized applications, it's the business model that matters, the technology switching costs are now fungible with Lambda you're starting to see these sets of services that can be spun up in parallel. So the scale and flexibility of the platform, and Werner Vogels pointed this out on the keynote, this is fundamental. The decisions that are fatal to a company is the business model and the business logic, this is where the action is. That means it's not just a developer game any more, it's the CTO, it's the data scientists, and Werner Vogels laid that out and I think that to me was my big walkaway from today's keynote is that Amazon recognizes that it's not just about developers, make developers more productive, but bring all those people together to do the right for the business model, the business logic and applications. >> Yeah, John, we're always looking for what are those things that are slow down the company and the roadblocks, one thing Amazon I think did a great job they're out in front of GDPR, that are super hot topic out there, and they just say categorically, "We're ready for GDPR on all of our services," so full steam ahead, don't stop your spending, keep growing. >> Couldn't be a better time to be a theCUBE host to analyze and talk about the competition. Let's see how Amazon handles the competition, do they just keep pedal to the metal, or do they address it and play those 3D chess games? TheCUBE here in San Francisco for live coverage of AWS Summit 2018 in San Francisco, more coverage after this short break. We'll be right back. (techno music)