>>Welcome back everyone to Dell Technologies World 2021 the virtual version. You're watching the cubes continuing coverage of the event and we're gonna talk about the Edge, the transformation of telco in the future of our expanding tech universe. With me is Aaron Jason, who's the vice president? Edge and Telkom marketing at Dell Technologies erin great to see you. I love this topic. >>Absolutely. It's it's pretty popular these days. I'm glad to be here with you. Thanks. >>It is popular, you know, cloud was kind of the shiny new toy last decade and it's still growing at double digits but it's kind of mainstream and now the Edge is all the rage. What's the best way to think about? What is the Edge? How do you define that? >>Yeah, you know, that's probably one of the most common questions I get is we start really doubling down on what we're doing it in the Edge world today. Um you know, I tried to basically not overcomplicated too much, you know, last year we really tried to to talk about it as being where you're the physical world, in the virtual world, connect. Um but you know, really it's more about what customers are looking to do with that technology. And so what we're really thinking about it today is the edges really where customers data is being used near point of generation to really define and build the essential value for that customer and that essential value is gonna be different in each vertical in each industry. Right? So in manufacturing, that essential value is created in the factory and retail, it's going to be, you know, at point of sale, whether that's in a store or on your device, in a virtual interaction, um in health care, it's going to be the point of care, Right? So it's gonna be the ambulance or the emergency room or the radiology lab. and of course in farming that essential values created in the field itself. So um, you know, for for many customers, it's really trying to figure out, you know, how do they take technology closer to the point of that value creation to be able to drive new new capabilities for the business, whether it's for what they're trying to accomplish or what they're trying to do in helping their customers. So really that's how we're thinking about the edge today. It's where that value generation occurs for a company. And how do we take technology to that point of generation to deliver value for them? >>Yeah, I like that. I mean to me the edge, I know what it's not, I know the edges, not a mega data center, but but everything else could be the edge. I mean, it's it's to me it's the place that's the most logical, the most logical place to process the data. So as you say, it could be a factory, it could be a hospital, it could be a retail store, it could be, could be a race track, it could be a farm, I mean virtually anything. So the edges, it's always been here, but it's changing. I mean most of the edge data has historically been analog. Everything now is getting instrumented. What are the factors that you think will make this, this industry's vision of the edge real in your opinion? >>Yeah. You know, it's it's really bringing together a handful of technologies that have really started to mature after over the last decade or so. Um the ones that have been around for a little bit, things like IOT have been emerging in the last several years. Um even Ai and machine learning many of those algorithms have been around for decades, but we've only recently been able to bring the compute power required to do that in edge environments in the last decade or so. Um it's so really the two key sort of killer technologies that have matured in the last couple of years is really the mic realization of computing. So being able to put compute almost anywhere on the planet and then the emergence of five G networking, giving us the ability to provide very high performance, low latency and high bandwidth environments to connect all those things together and get the data to those analytics environments. From that computer perspective. I mean, I still like to talk about moore's law as an example of that that ever marched that's been going on for, you know, half a century or more now is continuing to push forward um at a rate that is that that that that just really hasn't slowed down for the most part, you know, the example that I use with people, as, you know, you know, I still remember when I got my first calculator watch as a kid, you know, that Casio calculator watch that so many of us had, And my dad told me the story when he gave it to me, he's like, Hey, look, this has the same amount of compute power as the landing module on the moon, and I didn't know it at the time, but that was my first sort of entry and education around what Moore's law provided. And it's not so much speed. I mean, people think about that as it doubles in speed every 18 months, but it's really more about the density of compute that happens that moore's law drought, pushes along, so I can now squish more and more compute power into a smudge smaller location and I can now take that performance out to the edge in a way that I haven't been able to do before. I mean I think about my history, I joined E M C, that was acquired by Dell Technologies a couple years back. I joined that back in the late nineties when the biggest baddest storage array on the planet was one whole terabyte in size. And now I can fit that in the palm of my hand. In fact, when I walk around, you know, when I used to walk around with my, with my back, my laptop and go into offices, um you know, if I had my laptop and my tablet and my my my smartwatch, I had 12 to 16 cores on me and a couple of terabytes of capacity all connected with the equivalent of tens of T ones. Right? So what was once a small or or a mid sized data center just in the last decade or so? We now all walk around a small data centers and the power that that compute now brings to the edge allows us to take analytics that was really once done in data centers. I may have captured it at the edge, but I had to move it into a data lake. I had to stage it and analyze it. It was more of a historical way of looking at data. Now I can put compute right next to the point of data generation and give insight instantaneously as data is being generated. And that's opening up whole new ways that industries can drive new value for them and for their customers. And that's really what's exciting about it is this combination of these technologies that are all sort of maturing and coming together at the same time. Um, and there's just so much doing, it happened that space and devils really, really excited to be part of bringing that into these environments for our customers. >>I'm gonna give you a stat that a lot of people, I don't, I don't think realize, uh, you talked about moore's law and you're absolutely right. It's really, you know, technically moore's law is about the density, right? But the outcome of being able to do that is performance. And if you do the math, you know, moore's law doubling performance every two years, roughly, The math on that is that means 44 improvement per year in performance. Everybody talks about how moore's laws is dead. It's not, it's just changing. Here's the, here's the stat. If you take a system on a chip, take like for instance apples a 14 and go back five years from 2015 to 2021. If you add up the performance of the CPU the combinatorial factors of the CPU gpu and in the N. P. U. The neural processing unit, just those three, The growth rate has been 118 a year vs 44%. So it's actually accelerating and that doesn't include the accelerators and the DSPS and all the other alternative processors. So, and to your point and by the way that a 14 shipping cost Apple 50 bucks. So and and that fits in the palm of your hand to the point that you were just making So imagine that processing power at the edge most of of of of of ai today is modeling, let's say in the cloud, the vast majority is going to be a i influencing at the edge. So you are right on on that point. >>Yeah, there's no question about it. So, to your point, I mean, moore's law is just of course CPU itself. All right. And it comes out to roughly, on average, it's about 10 x every five years. 100 X every 10 years, 1000 X every 15 years. I mean, it's incredible how much power you can put in a small footprint today. And then if you factor in the accelerators and everything else um, it's actually if anything that innovation is going faster and faster and to your point, um you know, the while the modeling is still going to typically happen in data centers as you pull together lots of different data sets to be able to analyze and create new models. But those models are getting pushed right out to the edge on these compute devices literally feet away at times from the point of data generation to be able to give us really real time analytics and influencing. The other cool thing about this too is you know we're going from sort of more looking backwards and making business analytics based on what has already happened in the past to being able to do that in the very near past. And of course now with modern analytics and models that are being created for ai we're able to do more predictive analytics so we can actually identify errors, identify challenges before they even occur based on pattern matching that they're saying. Um So it's really opening up new doors and new areas that we've never been able to see before that's really all powered by by these capabilities. >>It's insane the amount of data that is coming. We think data is overwhelming today. You ain't seen nothing yet. Um Now erin you cover the edge and the telecom business up. I was beside it when I when I when I found that out because the telecom businesses is ripe for transformation. Um So what do you how is Dell thinking about that? Why are you sort of putting those together? What are the synergies that you see in in the commonalities in those 22 sectors? >>Yeah. I mean at the end of the day it's really all about serving the enterprise customers in the in the organizations of all kinds um that the industry is trying to bring these edge technologies too and that's no different with the telecommunications industry. Right? So you know when when the when the four G world changed about 10 years ago um you know the telecom industry was able to bring the plumbing the network piping out to all the endpoints but they really didn't capture the over the top revenue opportunities that Four G technologies opened up right. That really went to the hyper scholars. It went to you know, a lot of the companies that we all know and love like uh you know, Uber and Airbnb and netflix and others um and that really when the four Gr that was really more about opening up consumer opportunities as we move to five G. And as we move these ultra low latency and high bandwidth capabilities out to the enterprise edge, it's really the B two B opportunities that are opening up and so on the telecom side we're partnering with the telecommunication companies to modernize their network, enroll five G. L. Quickly. But one of the more important things is that we're partnering with them to be able to build services over the top of that that they can then sell into their customer base and their business customer base. So whether that's mech, whether that's private mobility, um delivering data services over the top of those networks, there's a tremendous opportunity for the telecoms to be able to go and capture um Ed revenue opportunities and we're here to help them to partner with them to be able to do that. Now if you put yourself in the shoes of the customer, the enterprise business, a manufacturer or retail, who's looking to be able to leverage these technologies, there's a variety of ways in which they're going to be able to to to consume these technologies. In some cases they'll be getting it direct from vendors direct from Dell Technologies and others. They might be using solutions integrators to be able to combine these technologies together for a particular solution. They may get some of those technologies from their telecom provider and even others, they might get it from the cloud provider. So um Dell wants to make sure that we're being able to help our customers across a variety of ways in which they want to consume those technologies and we have to businesses focused on that. We've got one business focused on edge solutions where we partner with oT vendors closely as well as cloud providers to be able to provide a technology and infrastructure based on which we can consolidate edge workloads To be able to allow customers that want to be able to run those um those services on prem and by those from a direct vendor. Um there's other customers that want to get those through the telecoms. And so we work closely with the telecommunication providers to provide them that modern cloud native disaggregated network that they're looking to build to support 5G. And then help them build those services on the top that they can sell either way whether the customer wants to get that from a vendor like Dell or from a service provider like like uh like an A T and T and Verizon or others. Um Dell looks to partner with them and be a way to provide that underlying infrastructure that connects all of that together for them. >>Well, I mean the beauty of the telco networks is their hardened. But the problem for the telco networks is they're they're hardened and so you've got the over over the top vendors bow guarding their network. The cost per bit is coming down, data is going through the roof and the telcos can't, they can't participate in that over the top and get to those subscribers. But with Five G. And the technologies that you're talking about bringing to the telecoms world, they're they're gonna transform and many are going to start competing directly and this is just a whole new world out there. I wonder Aaron if you could talk about um what you're specifically talking about at Del Tech World this year as it relates to Edge. >>Sure. So the both of the businesses hedge in telecom have a couple announcements this year. This this year, Deltek World, um starting with Edge um as you may recall back in uh in in the fall of last year when we had our last technologies world, we announced our intent to launch an edge business. Um so that that was formulated and stood up over the last couple of months and and we're really focusing on a couple of different areas. How do we look at our overall Dell technologies portfolio and be able to bring particular products and solutions that exist already and be able to apply those uh to edge use cases. We're looking at building a platform which would allow us to be able to consolidate a variety of workloads. And of course we're working on partnerships specifically in the ot space to be able to vertical eyes these offers to help particular uh particular industries. Right now we're focusing on manufacturing and retail but we'll expand that over time. So at Del Tech World this year we're launching our first set of of solutions family which is going to be the Dell Technologies manufacturing edge solutions, the first one that's gonna be launching as a reference architecture with PTC um thing works on top of what we're also proud to be announcing this week, which is our apex private cloud offering. So this is the first example of of of a partnership with an O. T. Provider on top of apex private cloud so that we can bring in as a service platform offering to the Enterprise edge uh for manufacturers. And combined with one of the industry's leading oT software vendors of thing works. So that's one of the solutions were doing um we're also looking to launch a product which is we're taking our existing um streaming data platform from our unified storage team and taking that, which was once running in the data center out to edge these cases as well. And that allows us to be able to capture click stream data in manufacturing and other environments, buffer and cash that in a in an appliance and then be able to move that off to a data like for longer term analytics. While it's in that buffered state though we open provide a P. I. S. So that you can actually do real time influencing against those click stream data as it's flowing through the appliance on its way to the data lake for longer term analytics. So those are two key areas that we're gonna be focusing on from an edge perspective on the telecom side. Um we're really this is going to be a big year from us as we move towards creating a common end end five G platform from quarter Iran and then also start focusing on partnerships and ecosystems on top of that platform. Uh last week at Red hat summit we actually announced a reference architecture for red hat. Open shift on top of Dell technologies infrastructure servers and networking. And here at Dell technologies world. This week we're announcing a reference architecture with VM ware. So running VM ware telecom cloud platform. Also on top of Dell technologies. Power edge servers and power such as um so this allows us to create that foundation that open cloud native. These are container and virtual layers on top of our hard work to give that that cloud native disaggregated uh, network claim to be able to now run and build core edge and ran solutions on top of and you'll be hearing more about what we're doing in this space in the coming months. >>Nice. That's great. The open ran stuff is really exciting now, last question. So mobile world Congress, the biggest telco show is coming up in late june Yeah, still on. According to the G S M, a lot of people have tapped out um, and but the cube is planning to be there with a hybrid presence, both virtual and physical. We'll see um I wonder if there's anything you want to talk about just in terms of what's happening in telco telco transformation, you guys got any get any events coming up, what can you tell us? >>Yeah, so we took a close look at mobile world congress and and uh this has been a challenging year for everybody. Um you know, Dell as well as many other vendors made the decision this year that we would actually not participate, but we look forward to participating uh with full gusto next year when it's back in a physical environment. Um So what we've decided to do is we are going to be having our own virtual launch event on june 9th. Um And in that event, the theme of that is going to be the modern ecosystem in the neighboring leveraging the power of open. Um So we'll be talking a little bit more about what we're doing from that open cloud, native network infrastructure and then also talk a little bit more about what Dell technologies looking to do to bring a broad ecosystem of technology vendors together and deliver that ecosystem platform for the telecom industry. So registration actually opens this week at Dell Technologies World. So if you go to Dell technologies dot com can register for the event. Um we're really excited to be talking to the telecom providers and also other hardware and software vendors that are in that space to see how we can work together to really drive this next generation of five G. >>That's awesome. I'll be looking for that and and look forward to collaborating with you on that, bringing your thought leadership and the cube community we would really love to to partner on that. Aaron, thanks so much for coming to the cube. Really exciting area and best of luck to you. >>Right. Thank you. I appreciate the time. >>All right. And thank you for watching everybody says Dave Volonte for the Cubes, continuous coverage of Del Tech World 2021. The virtual version will be right back right after this short break.

>>from the Cube Studios in Palo Alto in Boston, connecting with thought leaders all around >>the world. This is a cute conversation high, but this is Day Volonte. And as you know, we've been tracking the next generation of clouds. Sometimes we call it Cloud to two point. Frank's Lukman is here to really unpack this with me. Frank. Great to see you. Thanks for coming on. >>Yeah, you as well. They could see it >>s o obviously hot off your AIPO A lot of buzz around that. Uh, that's fine. We could we could talk about that, but I really want to talk about the future. What? Before we get off the I p o. That was something you told me when you're CEO service. Now you said, hey, we're priced to perfection, so it looks like snowflakes gonna be priced to perfection. It's a marathon, though. You You made that clear. I presume it's not any different here for you. Yeah, >>well, I think you know the service now. Journey was different in the sense that we were kind of under the underdogs, and people sort of discovered over the years the full potential of the company and I think there's stuff like they pretty much discovered a day. One. It's a little bit more, More sometimes it's nice to be an underdog. Were a bit of an over dog in this, uh, this particular scenario, but, you know, it is what it is, Andre. You know, it's all about execution delivering the results, delivering on our vision, Uh, you know, being great with our customers. And, uh, hopefully the chips will fall where they where they may. At that point, >>yeah, you're you're You're a poorly kept secret at this point, Frank. After a while, I wanted, you know, I've got some excerpts of your book that that I've been reading. And, of course, I've been following your career since the two thousands. You're off sailing. You mentioned in your book that you were kind of retired. You were done, and then you get sucked back in now. Why? I mean, are you in this for the sport? What's the story here? >>Uh, actually, that that's not a bad way of characterizing it. I think I am in that, uh, you know, for the sport, uh, you know the only way to become the best version of yourself is to be to be under the gun and, uh, you know, every single day. And that's that's certainly what we are. It sort of has its own rewards building great products, building great companies, regardless off you know what the spoils. Maybe it has its own rewards. And I It's hard for people like us to get off the field and, you know, hang it up. So here we are. >>You know, you're putting forth this vision now the data cloud, which obviously it's good marketing, but I'm really happy because I don't like the term Enterprise Data Warehouse. I don't think it reflects what you're trying to accomplish. E D. W. It's slow on Lee. A few people really know how to use it. The time value of data is gone by the time you know, your business is moving faster than the data in the D. W. And it really became a savior because of Sarbanes Oxley. That's really what it came a reporting mechanism. So I've never seen What you guys are doing is is e d w. So I want you to talk about the data cloud. I want to get into the to the vision a little bit and maybe challenge you on a couple things so our audience can better understand it. Yes. So >>the notion of a data cloud is is actually, uh, you know, type of cloud that we haven't had. I mean, data has been been fragmented and locked up in a million different places in different clouds. Different cloud regions, obviously on premise, um, And for data science teams, you know, they're trying thio drive analysis across datasets, which is incredibly hard, Which is why you know, a lot of this resorts to, you know, programming on bond things of that sort of. ITT's hardly scalable because the data is not optimized. The economics are not optimized. There's no governance model and so on. But a data cloud is actually the ability thio loosely couple and lightly Federated uh, data, regardless of where it is. So it doesn't have scale limitations or performance limitations. Uh, the way traditional data warehouses have had it. So we really have a fighting chance off really killing the silos and unlocking the bunkers and allowing the full promise of data sciences and ml On day I thio really happen. I mean, a lot of lot of the analysis that happens on data is on the single data set because it's just too damn hard, you know, to drive analysis across multiple data sets. And, you know, when we talk to our customers, they have very precise designs on what they're trying to do. They say, Look, we are trying to discover, you know, through through through deep learning You know what the patterns are that lead to transactions. You know, whether it's if you're streaming company. Maybe it's that you're signing up for a channel or you're buying a movie or whatever it is. What is the pattern you know, of data points that leads us to that desired outcome. Once you have a very accurate description of the data relationships, you know that results in that outcome, you can then search for it and scale it, you know, tens of million times over. That's what digital enterprises do, right? So in order to discover these patterns enriched the data to the point where the patterns become incredibly predictive. Uh, that's that's what snowflake is formed, right? But it requires a completely Federated Data mo because you're not gonna find a data pattern in the in the single data set per se right? So that's that's what it's all about. I mean, the outcomes of a data cloud are very, very closely related to the business outcomes that the user is seeking, right? It's not some infrastructure process. It has a very remote relationship with business outcome. This is very, very closely related. >>So it doesn't take a brain surgeon to look at the Trillion Years Club. And so I could see that I could see the big you know, trillion dollars apple $2 trillion market cap companies. They got data at the core, whereas most companies most incumbents. Yeah, it might be a bottling plant that the core, some manufacturing or some other processes they put, they put data around it in these silos. It seems like you're trying toe really? Bring that innovation and put data at the core. And you've got an architecture to do that. You talk about your multi cluster shared storage architecture. You mentioned you mentioned data sharing it. Will this, in your opinion, enable, for instance, incumbents to do what a lot of the startups were able to do with the cloud days? I mean they got access to data centers, which they they couldn't have before the cloud you're trying to do with something similar with data. >>Yeah, so So, you know, obviously there's no doubt that the cloud is a critical enabler. This wouldn't be happening. Uh, you know what? I was at the same time, the trails that have been blessed by the likes of Facebook and Google. Uh, e the reason those enterprises are so extraordinary valuable is is because of what they know. Uh, you know, through data and how they can monetize what they know through data. But that is now because that power is now becoming available, you know, to every single enterprise out there. Right, Because the data platform, the underlying cloud capabilities, we are now delivering that to anybody who wants it. Now, you still need to have strong date engineering data science capabilities. It's not like falling off a log, but fundamentally, those capabilities are now, you know, broadly accessible in the marketplace. >>So we're talking upfront about some of the differences between what you've done earlier in your career. Like I said, you're the worst kept secret, you know, Data domain. I would say it was sort of somewhat of a niche market. You you blew it up until it was very disruptive, but it was somewhat limited in what could be done. Uh, and and maybe some of that limitation, you know, wouldn't have occurred if you stay the price, uh, independent company service. Now you mop the table up because you really had no competition there, Not the case here. You you've got some of the biggest competitors in the world, so talk about that. And what gives you confidence that you can continue to dominate, >>But, you know, it's actually interesting that you bring up these companies. I mean, data. The man was a scenario where we were constrained on market and literally we were a data backup company. As you recall, we needed to move into backup software. Need to move the primary storage. While we knew it, we couldn't execute on it because it took tremendous resource is which, back in the day, it was much harder than one of this right now. So we ended up selling the company to E M. C and and now part of Dell. But way short, uh, we're left with some trauma from that experience, Uh, that, you know, why couldn't we, you know, execute on that transformation? So coming to service now, we were extremely. I'm certainly need personally, extremely attuned to the challenges that we have endured in our prior company. One of the reasons why you saw service now break out at scale at tremendous growth rights is because of what we have learned from the prior journey. We're not gonna ever get caught again in a situation where we could not sustain our markets and sustain our growth. So if service I was very much the execution model was very much a reaction to what we had encountered in the prior company. Now coming into snowflake totally different deal. Because not only is there's a large market, this is a developing market. I think you've pointed out in some of your broadcasting that this market is very much in flux on the reason is that you know, technology is now capable of doing things for for people and enterprises that they could never do before. So people are spending way mawr resource is than they ever thought possible on these new capability. So you can't think in terms of static markets and static data definitions, it means nothing. Okay, These things are so in transition right now, it's very difficult for people you know to to scope that the scale of this opportunity. >>Yeah. I wanna understand you're thinking around and, you know, I've written about the TAM, and can Snowflake grow into its valuation and the way I drew it, I said, Okay, you got data Lakes and you got Enterprise Data Warehouse. That's pretty well understood. But I called it data as a service to cover the closest analogy to your data cloud. And then even beyond that, when you start bringing in the edge and real time data, uh, talk about how you're thinking about that, Tam. And what what you have to do to participate. You have toe, you know, bring adjacent capabilities, ISAT this read data sharing that will get you there. In other words, you're not like a transaction system. You hear people talking about converge databases, you hear? Talk about real time inference at the edge that today anyway, isn't what snowflake is about. Does that vision of data sharing and the data cloud does that allow you to participate in that massive, multi $100 billion tam that that I laid out and probably others as well. >>Yeah, well, it is always difficult. Thio defined markets based on historical concept that probably not gonna apply whole lot for much longer. I mean, the way we think of it is that data is the beating heart of the digital enterprise on, uh, you know, digital enterprises today. What do you look at? People against the car door dash or so on. Um, they were built from the ground up to be digital on the prices and data Is the beating heart off their operation Data operations is their manufacturing, if you will, um, every other enterprise out there is is working very hard to become digital or part digital and is going to learn to develop data platforms like what we're talking about here to data Cloud Azaz. Well, as the expertise in terms of data engineering and data scientist to really fully become a digital enterprise, right. So, you know, we view data as driving operations off the digital enterprise. That's really what it iss right data, and it's completely data driven. And there's no people involved. People are developing and supporting the process. But in the execution, it is end to end. Data driven. Being that data is the is the signal that initiates the process is technol assess. Their there being a detective, and then they fully execute the entire machinery probe Problematic machinery, if you will, um, you know, of the processes that have been designed, for example, you know, I may fit a certain pattern. You know, that that leads to some transactional context. But I've not fully completed that pattern until I click on some Lincoln. And all of a sudden proof I have become, you know, a prime prospect system, the text that in the real time and then unleashes Oh, it's outreach and capabilities to get me to transact me. You and I are experiencing this every day. You know, when we're when we're online, you just may not fully re election. That's what's happening behind the scenes. That's really what this is all about. So and so to me, this is sort of the new online transaction processing is enter and, uh, you know, data digital. Uh, no process that is continually acquiring, analyzing and acting on data. >>Well, you've talked about the time time value of of data. It loses value over time. And to the extent that you can actually affect decisions, maybe before you lose the customer before you lose the patient even even more importantly or before you lose the battle. Uh, there's all kinds of, you know, mental models that you can apply this. So automation is a key part of that. And then again, I think a lot of people like you said, if you just try to look at historical markets, you can't really squint through those and apply them. You really have toe open up your mind and think about the new possibilities. And so I could see your your component of automation. I I see what's happening in the r P. A space and and I could see See these this massive opportunities Thio really change society, change business, your last thoughts. >>There's just there's just no scenario that I can envision where data is not completely core in central to a digital enterprise, period. >>Yeah, I think I really do think, Frank, your your your Your vision is misunderstood somewhat. I think people say Okay. Hey, we'll bet on salute men Scarpelli the team. That's great to do that. But I think this is gonna unfold in a way that people may be having predicted that maybe you guys, yourselves and your founders, you know, haven't have aren't able to predict as well. But you've got that good, strong architectural philosophy that you're pursuing and it just kind of feels right, doesn't it? >>You know, I mean, one of the 100 conversations and, uh, you know, things is the one of the reasons why we also wrote our book. You know, the rights of the data cloud is to convey to the marketplace that this is not an incremental evolution, that this is not sort of building on the past. There is a real step function here on the way to think about it is that typically enterprises and institutions will look at a platform like snowflakes from a workload context. In other words, I have this business. I have this workload. This is very much historically defined, by the way. And then they benchmark us, you know, against what they're what they're already doing on some legacy platform. And they decided, like, Yeah, this is a good fit. We're gonna put Snowflake here. Maybe there, but it's still very workload centric, which means that we are essentially perpetuating the mentality off the past. Right? We were doing it. Wanna work, load of the time We're creating the new silos and the new bunkers of data in the process. And we're really not approaching this with level of vision that the data science is really required to drive maximum benefit from data. So our arguments and this is this is not an easy arguments is to say, toc IOS on any other sea level person that wants to listen to that look, you know, just thinking about, you know, operational context and operational. Excellent. It's like we have toe have a platform that allows us unfettered access to the data that, you know, we may need to, you know, bring the analytical power to right. If you have to bring in political power to a diversity of data sets, how are we going to do that right? The data lives in, like, 500 different places. It's just not possible, right, other than with insane amounts of programming and complexity, and then we don't have the performance, and we don't have to economics, and we don't have the governance and so on. So you really want to set yourself up with a data cloud so that you can unleash your data science, uh, capabilities, your machine learning your deep learning capabilities, aan den, you really get the full throttle advantage. You know of what the technology can do if you're going to perpetuate the silo and bunkering of data by doing it won't work. Load of the time. You know, 5, 10 years from now, we're having the same conversation we've been having over the last 40 years, you know? >>Yeah. Operationalize ing your data is gonna require busting down those those silos, and it's gonna require something like the data cloud to really power that to the next decade and beyond. Frank's movement Thanks so much for coming in. The Cuban helping us do a preview here of what's to come. >>You bet, Dave. Thanks. >>All right. Thank you for watching. Everybody says Dave Volonte for the Cube will see you next time

>>law from Las Vegas. It's the Q covering a ws re invent 2019. Brought to you by Amazon Web service is and in along with its ecosystem partners. >>Hey, welcome back. Everyone's two cubes. Live coverage I'm John for with the Cube were here reinvent date, too, as it winds down Walter Wall interviews two sets here. We want to think Intel, big sponsor of this, said we without Intel, we wouldn't have this great content. They support our mission at the Q. We really appreciate it. We're here and strengthen the signal the noise on our seventh reinvent of the eight years that they've been here. We've been documenting history, and we got a great panel lined up here. They got Sebastian to holler Who's the CEO? Sale Drone. Henry Stalls, Stool The VP of Science and Technology and Bowery Farming. Great use case around the food supply and Janet his era space weather scientists at NASA. The Kilo Physics division. We got a great lineup here. Great panel. Welcome to the Cube. Thanks for coming. Thank you. Okay. We'll start with you, Jen. And you're doing some super cool space exploration. You're looking at super storms in space. What's your story? >>Yeah, I work at NASA and NASA has in its mandate to understand how to protect life on Earth and in space from events like space, weather and other things. And I'm working with Amazon right now to understand how storms in space get amplified into super storms in space, which now people understand, can have major impacts on infrastructures head earth like power grits. >>So there's impact. >>There's a >>guy's measuring that, not like a supernova critical thing like >>that >>of, like, practical space. >>Actually, the idea that the perception of the world of the other risks of space weather changed dramatically in 1989 when Superstorm actually caused the collapse of a power grid in Canada and the currents flowing in the ground from the storm entered the power grid and it collapsed in 90 seconds. It couldn't even intervene. >>Wow, some serious issues. We want to get into the machine learning and how you guys are applying. But let's get through here, and we're doing some pretty cool stuff that's really important. Mission. Food supply and global food supply something that you're doing. What I think it might explain. >>Yeah, Bowery were growing food for a better future by revolutionizing agriculture. And to do that, we're building these ah network of large warehouse scale indoor farms where we go all sorts of produce indoors 365 days a year, using zero pesticides using hydroponic systems and led technology. So it's really exciting. And at the core of it is some technology we call the Bowery operating system, which is how we leverage software hardware in a I tow, operate and learn from our farm. >>I'm looking forward to digging into that Sebastian sale drone. You're doing some stuff you're sailing around the world. You got nice chance that you now tell your story. >>Sadly, no way. Use wind powered robots to study the 20% of the planet that's currently really data scarce. And that's the oceans on. So we measure things like biomass, which is how many fish down in the ocean. We measure the input of energy, which impacts weather and climate. We mapped the seabed on. We do all kinds of different tasks which are very, very expensive to do with few ships >>and to report now that climate change is on everyone's agenda, understanding potentially blind spots. Super important, right? >>That's what I'm trying to, You know, this whole question of if it's a question of what? When and what and how much. And so, you know, the ice is melting, the Gulf Stream is changing, and Nina is wrecking havoc. But we just do not understand this because we just don't have the data. In city, we use satellites where they have very low resolution. They cannot see through the water where you ships. No, has 16 ships he in the U. S. So we have to do better. We have to translate this into a big data problem. So that's what we're doing. We have 1000 sale drones on our plan with 100 water right now. And so we're trying to instrument old oceans all the time, >>you know, and data scales your friend because you don't want more data. Yes. Talk about what you're working on. What kind of a I in machine learning are you doing? You just gathering day. Then you're pumping it up to the cloud via satellites or what's going on there? >>One of the one of the use cases trying to understand you know who's out there. What are they doing? Another doing anything illegal. So to do this, you need to use cameras and look at the horizon and detect. You know whether you have vessels. And if those vessels are not transmitting the position, it means that they're trying to stay hidden on the ocean. And so we use machine learning and I that we train on on AWS to try to understand what where those things are. It's hard enough on land at sea. It's very hard because every pixel is moving. You have waves. The horizon is moving, the skies moving, the ship is moving. And so trying to solve this problem is a completely new thing that's called maritime domain awareness on, and it's something that has never been done before. >>And what's the current status of the project? >>So wave been live for about four years now we have 100 sail drones were building one a day towards the goal of having 1000 which we covered all the planet in a six by six degrees squares on. We are operationally active in the Arctic in the tropical Pacific. In the Atlantic. We just circumnavigated Antarctica, So it's the thing. That's really it's out there. But it's very far from from from land, >>So the spirit of cloud and agility static buoy goes away. You want to put the sale drones out there to gather and move around and capture. >>That's what the buoy is. You know, a massive steel thing, which has a full mile long cable, and it's it's headed to the silo in a fix stations one point and the ocean goes by. You having and robots means that you can go where you know something interesting is happening where you have a hurricane where you might have an atmospheric river where you might have a natural catastrophe or man made catastrophe. So this intelligence of the platform is really important in the navigation. That platform requires intelligence. And on the other side, getting 1000 times more data allows you to understand things better, just like Michael is doing. >>It isn't a non profit of four profit venture. >>It's a for profit company. So we said raw data a fraction of the cost of existing solution to try to create this kind of transformative impact on understanding what's happening >>that's super exciting for all the maritime folks out there because I love the ocean myself. Henry, you you're tackling real big mission. How using technology. I can almost imagine the instrumentation must be off the charts. What's your opportunity? Looked like? A tech perspective >>s o The level of control we have in our farms is really unparalleled. Weaken tune Just about every parameter that goes into growing our plans from temperature humidity Co Two light intensity day night cycles list keeps going on. And so to do Maur with fewer resource is to grow Maurin our farms. We're doing something called science a scale where we can pull different levers and make changes to recipes in real time. And we're using a I tow, understand the impact that those changes have and to guide us going from millions of different permutations. Trillions of permutations, really too. The perfect outdone >>converging. You jittery? Look at the product outcome. You circle that dated back is all on Amazon >>way. Do operate on Amazon. Yeah, and we're using deep learning technology to analyze pictures that come from cameras all over our farms. So we actually have eyes on every single crop that grows in our facilities and So we process those, learn from the data and and funnel that back into the >>like, Maybe put more light on this or do that kind of make a just a conditions. Is that that thing? That's >>exactly it. And we grow lots of different types of plants. We grow butter, head lettuce, romaine, kale, spinach, arugula, basil, cilantro. So there's a lot of different things we grow, and each of them require different, different little tweaks here and there. Toe produced over the best tasting and most nutritious product. >>That's cool, Janet Space. Lastly, on one inspection, we're gonna live on Mars someday. So you might be a weather forecaster for what route to take to Mars. But right now, the practical matter is Israel correlation between these storms. What kind of data problem are you looking at? What is the machine learning? What are some of the cool things you're working on? >>It? We have a big date, a problem because storms of that magnitude are very rare. So it's hard for us to find enough data to train a I we can't actually train a we have to use, you know, learning that doesn't require us to train it, but we've decided to take the approach that these super storms are like anomalies on the normal weather patterns. So we're trying to use the kind of a I that you used to detect anomalies like people who are trying to break into to do bank fraud or, you know, do a Web server tax. We use that same kind of software to tryto identify anomalies that are the space weather and look at the patterns between sort of a normal, more of a normal storm and a space with a huge space weather event to see how they patterns. Comparing how you're amplifying the regular storm into this big Superstorm activity. >>So it sounds like you have to be prepared for identifying the anomaly. See you looking at anomalies to figure out where the anomaly might be ready to be ready to get the anomaly. >>Yeah, you look at the background, and then what sticks out of the background that doesn't look like the background is is identified as the anomaly. And that's the storms that air happening, which are quite rare, >>all three of you guys to do some real cutting edge cool projects. I guess my question would be for the folks that are putting their toe in the water for machine learning. They tend to be new use cases like what you guys are doing, whether it's just a company tryingto read, factor themselves or we become reborn in the cloud ran legacy stuff. When you hear it, Amazon reinvent. This is the big question for these folks that are here. You guys are on the front end of a really cool projects. What's your advice that the people are trying to get in that mindset? >>So I think I think you know the way the way to think about this is if you're good at something and if you think you have the solution for something, how can you make that a 1,000,000 times more efficient? And so the problem is, there's just not enough capacity in the world, usually to treat data sets that a 1,000,000 times larger. And this is where machine learning should be thought about it as an extension of what humans really good at using a pair of eyes, ears or whatever or the sense. And so in our case. For example, counting fish acoustician, train acoustician, look at sonar data and understand schools of fish and can recognize them. And by using this knowledge base, we can train machines to do this on a much grander scale. And when you're doing a much grander scale, you derive. Ah, holding tight to >>your point is that humans are critical. I'm the process. So scaling the human capabilities and maybe filling in another scale issues or >>that's what a machine learning is. It's the greatest enabler of our time. It enables us to do things which are impossible to do before because we just didn't have enough people to do them at scale. >>AKI is being able to ask questions, right? And so if you have the questions to ask, you can apply this technology in a way that's never really been before possible. >>You're Jake. >>Yeah, I am actually someone who didn't know anything about a Ira ml when I started. I'm on. I'm a research scientist. That space weather. So coming into this, I'm working with E m L Solutions Lab here and putting a I experts with with experts and space brother we're getting we're doing things that are gonna give us new advances. I mean, We're already seeing things we didn't know before. So I think that if you partner with people who really have strong a I knowledge, you can use your knowledge of science to really get to the really important issues. >>Okay, I have to ask the final lightning round question. What is the coolest thing that you've done with your project that you've either observed implemented? That is super cool. Super cool. What's the coolest thing >>well in in terms of us were using anomaly detection to identify storms and in the first round through it actually identified every single Superstorm, which was not the major super storms, but it did. But it also started identifying other anomalous events, and when you went looked at him, they were anomalous events. So we're seeing things. It's picking out the weird things that are happening in space weather. It's kind of exciting and interesting. >>I worked for a day with you. I would love to just leave these anomalies every what's the coolest thing that you've seen or done with your project? >>I think the fact that we've built our own custom hardware own camera systems, uh, and that we feed those through algorithms that tell us something about what's happening minute by minute with plans as they grow to see pictures of plants minute by minute, they dance and it's truly it's It's remarkable. >>Wow! Fascinating Machin >>We've counted every single fish on the West Coast, the United States, every single air from Canada to Mexico. I thought I >>was pretty >>good. I didn't think it was possible. >>Very cool. But what's the number? >>Yeah, If I could tell you, I would. But I'm not allowed to tell you the jam. >>And you know where the salmon are, where they're running all that good stuff. Awesome. Well, congratulations, You guys doing some amazing work is pioneering a great example of just what's coming. And I love this angle of making larger human impact using technology. Where you guys a shaping technology for good things. Really, really exciting. Thanks for coming on, John Kerry. We're here live in Vegas for re invent 2019. Stay with more coverage. Day three coming tomorrow back with more After this break, when a fake intel for making it all happened presented by Intel Without their sponsorship, we wouldn't be able to bring this great content. Thanks for watching

>> live from San Francisco, celebrating 10 years of high tech coverage. It's the Cube covering Veum, World 2019 brought to you by IBM Wear and its ecosystem partners. >> Welcome back inside the Moscow The Center. We're here, Mosconi North, Wrapping up our coverage here. Veum World 2019 Glad to have you with us here on the Cuba's. We continue our 10th year of 10th consecutive year of coverage here of the events to minimum, along with John Wall's joined now by Robin's Lee, who was director of data protection, product marketing and L E M C Rob. Good to see you, sir. >> Hey, Joan. >> So you almost want to walk to the first person I saw when I walked in the room the other day? >> You. And >> now you won't be one of the last on effort to tell Shy, Who is the director of Data protection and Cloud native APS. Adele AMC Effort. Good to see you, sir. Good to see you. Yeah, First off, let's just let's just talk about the world of data protection in general here by sucking multi and hybrid and all these things. Your world's changing a little bit, right? Because of these new environments in these new opportunities. So if you could just paint that 30,000 foot picture first off thematically, how how your world is evolving. >> Yeah. I mean, I think the key would indebted protection is data, you know, and I think that wherever it is created, and wherever it is managed, customers need to look after it. You know this? The old adage that there's only two things that customers worry about one is their employees, and two, is there data. So as we've seen the adoption of of Cloud is a A zone infrastructure model on you're starting to see many customers extend their own premises infrastructure to the cloud on using the cloud for production level applications. They realize that on often they're told, you gotta do something about your data. So that's led to all vendors and especially ourselves over the last several years, really expanding the portfolio and the capabilities that we have from a non premises centric environment to the multi class. >> Yeah, so every ah, a lot of discussion about kubernetes. Before we get into that, you've got cloud native in your title, and Rob talked about data and talk about the applications I'm hoping you can bring us inside is to you know, what's different when we're talking about cloud native applications that from a data protection standpoint, you know, what do you have to think about differently? Is it the micro Service's architecture in containers Fundamentally changed the way things are done, is it, You know, similar what we've done in the past? >> Definitely. We see customers. Some customers are taking what they head back now and they move it in tow. Cloud native infrastructures. A lot of customers are building new applications and new workloads, and they build it on top off new applications. So they basically building a whole new set off applications and infrastructure and want to combine in together and they come to us on Dad, ask us, How do I protect this? And these things spin up, spin down, move around. They have very different life cycle than the traditional applications. >> Okay, Yeah, it's funny. You know, Rob, I think back to you know, it's like tape. You know how we dealt this because of the environment versus disc versus, you know, containerized application. Buoyed by the time I want to set something up isn't that gone and things move around all over the place. It's You gotta put a different different types of environments than you need to span. All of these >> I was chatting with with every earlier, and we were talking about what? What's what's changed, kind of in the last couple of years around the deployment and usage of of kubernetes, the deployment of containers. And after he was saying that one of the most fundamental changes is the introduction of persistent volumes on a Sooners. Persistency comes into the mix. You know, that's where things start to change. And, you know, Jeffrey's phone started ringing with respect to hate. What are you doing to bring dead protection into you know, this environment? >> I think two years ago, everything was Toby stateless on then suddenly, people understand that's not enough. You need to add states some states to existing applications. And then the notion of persistent volumes came along and then customers and developers so that it's actually working quite nicely. And they started relying more and more on moving more state in tow, their applications running on containers, environments. So the first thing that customers ask us about is where I store my data. Where's the primary volume that is done by our storage folks? The next question is, how do I protect my data? And this is where we come into the picture. And we offer an architecture that is built for containers environment and takes care off that life cycle that we talked about before. Containers are coming and going. You need to protect the data and the containers, the data and the meta data together in order to bring that protection level of customers. Looks from, >> you know, as as the concerns about data protection have been elevated now and sea sweet discussions now, um has that created a different approach, or maybe a change of tone or tenor from your clients to you, because the discussions are being elevated in their own businesses. And and so there's Is there a different kind of attention being paid to this or different kinds of concerns that maybe 34 years ago? Yeah, >> I mean, it's interesting. I mean, one of things we were on every couple of years is a ah, global study. We called it the Global Day Protection Index. This year, we we interviewed 2200 i t. Decision makers and we kind of asked them about you know, how how are they value in dead protection and also how the valuing data and the one thing that has definitely changed is that the value of data to them has become Maur critically important. I think it's always been important, but I think you know, if they start thinking about data is capital, you know they are starting to realize that it's only capital if you've got it. If you don't have it, it's It's nothing Thio >> and it's only yours if you have it. Well, yeah, and nobody else. Absolutely. Right here. >> Every kubernetes courses open source and everybody's got what they're what they're doing in it. You've got announcement, some work you're doing with VM, where it's open source. Also bring us inside a little bit. Valero, how did we get to this point? You know this, you know, part of the C n c f. Yet it kind of being submitted, or how does that fit into the whole community? >> Yeah, sure. So, as you said and we talked about earlier this week with Beth and people at the protection announcements We are working with collaboration with Valero now part off Veum, where in orderto being that data protection solution So Valero is an open source projects. It's out there in the open. You have thousands off stars get up. Stars are very popular among the Dev Ops community about communities users you can hear about it from customers that are looking for for solutions. There is very good at backing up cluster containers and applications. And we have a lot of experience in enterprise data protection making sure that you have a solution that, um, has compliance reporting. You contract your data, you can define policies scheduling all of that eso we are combining these two and collaborating with Valero in orderto have a solution that answers. Boston is off the back of that mean and they just want to go home knowing that the production environment is protected, the and the develops people in the communities administrators and they just want toe, get the volume and forget about the protection. Everybody can work in their environment with the tools that they know with permissions that they want, and they can both work together and be happy. And the companies that we work with are the ones that have good relationship between the devil steam and the backup administrators. And they see that the same table and talk to us, and everybody tells us what they want and what they need. As a result, we build a solution so that we'll be able to answer the needs of both of them. >> So do you have to build sometimes those relationships within a company to get them to talk or collaborate in a more conducive environment cause you see all kinds, right? I mean, you see, the full range just talked by then a free that some very successful, some very constructive, maybe some that that aren't on the same page agent. So that's almost part of your responsibility. Coming before you even get to where you could talk about the work, we've got to talk about the collaboration. Yeah, that they're not area >> we really come When there is a story, people try to move their applications to production. The developers are really already working on something, and now the developers want volumes on the I T ops people. Tell them No, no, no. If you can't protect it. According to our rules. We will not pass the audience. We can do that for you, and that creates the friction inside those teams in the organization that we talked with. There is recognition off that already and now they come together to the table and they want to hear something that would they would be able to work with us both on the management on the I T ops and and management on cube control and what develops people are using. >> And it's it's large companies that are coming in talking to us. And I think, you know, when you get a large companies, quite often you have some more of these things different fiefdoms of, of, of users inside. But because they're large companies, they have, you know, certain requirements from regulations and compliance is perspective. So they have those concerns, but and every has been saying is we look at the early design partners, customers that were looking to work with, you know, the big the big companies coming to us. >> Rob, can you just help us understand? We talked about Valero there says some open, soft, soft, soft words. That's the power tech. Just sit on top of that >> s Oh, it's a great question. So, you know, as you know, we introduced power protects after exile technologies world. It started shipping to customers at the end of July. And Coop, in any support, is really the first example of what we said that we were going to be able to do, which is more rapidly bring new workload to new capabilities into our power, protect softer offering than we've ever been able to do before. You know, we're really embarking on a quarterly release cadence, you know, which will allow us to, you know, to do things that, you know in our existing portfolio are released cadences. What's being measured in in many, many months and quite often is long as a year and beyond. So what we will do is the tech preview that we that we announced this week. You know, we will roll that out in a nup coming release in production on that will become available to any of the parent protect software users. So right within the power protect software match me interface. You know that has the VMS support Oracle sequel in file systems. We'll add the additional workload support have been able to protect kubernetes using the same workloads, the abilities to create protection policies and I'm interested every is is with protection policies. Because that she was saying about how the environment can change quite rapidly is that by using a policy, you don't need to watch for those changes as changes happen, the policy. We'll keep track of what it needs to do as far as protecting the new applications as they come up and have to go away. >> What happens is the ones we find. The policies are the arty operations in the back apartments. They want to comply with the rules that they have, and they define the gold, silver, bronze policies, whatever have you and then they can give it to the Cuban, said Means. And, the criminalist admits, can say OK, these are my volumes. These are more applications I will just use keep control and potatoes objects We will discover that will automatically create a schedule that would create that that backup. So in essence, the community suddenly doesn't need really need to care about the compliance rules they need to care about policies and the Becca pod mean can take care of other wrist >> and the applications of driving the policies and not not the other way around. >> Yeah, I mean, the creepiest ad means are used to defining policies in terms of five day provisions, their storage, for example. We want to do the same in the data protection area. >> So as far as things like retention periods, as far as whether or not the data needs to be replicated, where not the data needs to be a tear to the cloud that those are all things that the I T admin team can do on it sort of separates kind of orchestration and governance is, is a big part of perfect ex often >> love to get your viewpoint on is data protection historically was not one of the faster moving things in the I T. Realm Last two or three years at VM World, it's been one of the hottest topic, I said. You know, the keynote on Monday felt like we were kubernetes world. Not quite Cube con just yet, because there's a lot of projects there, but I walked down to the the show floor. It's not storage world like Thursday. Its data protection world is Cygnus lots of glowing parties of people so that customers, you know, the embracing change. And what does that mean for your portfolio? >> Yeah, I mean, it's interesting. I mean, I think over the years, if you think about where you go if you want to learn about data protection, VM world is probably one of the best shows to go to because >> we're >> all here. I mean, I mean, you know when you know, you know, I've you know, I've been crazy enough to be in the debt protection business for almost 15 years now. Um, and it hasn't changed. If you if you want to talk to data protection vendors than VM World, is a really good show to go to. You know, I think that that for us, you know what I am. Where has done is It's It's It's It's It's provoked provided a common foundation, you know, And that's also providing a common foundation to get us from on premises into the multi cloud environment. So once she developed, um uh, great data protection solutions in the van, where environment is that you're your target market becomes quite broad because, you know, there's so much VM were virtual ization out there in the market, but you're absolutely correct. Is that you on the show floor? And it's It's It's an interesting sight >> thinking. In addition to that, you also have obviously been at this in the show, and I think what we have seen over the last couple of years is that customers were coming tow us, asking for solutions. And this is why we were able, with the power, protect architecture and platform to innovate more quickly and respond to those faster changing trends. Because now you have persistency of volumes. Now you have protection. The M were acquired. Help tell, you know, we could work together on creating the solution. >> Yeah, absolutely. Have we've been at the Cube contract for number years. Help Theo. Of course, the president's last year VM were had a bigger presence, but that maturation of the storage component with something we knew would take time. You know, we watched it in the virtual ization world. Those of us that lived through that, you know, 10 to 15 years ago and container ization. It's starting to reach that maturity, and we're getting that inflection point >> if you also want to think about the announcement that path made on the keynote on Monday where he said we're goingto work much more with park protects, toe address, spot data protection capabilities. This is one of the things we're collaborating With the help to your team, we're contributing to the open source. We're building together things that can move in the pace off communities and address the needs off our more legacy. Companies that needed protection with complaints. >> So, Rob, that will keep you in business for another 15 years? >> I hope >> so, gentlemen. Thanks for the time. Thank you. Appreciate that. Especially on your birthday. Right? Tomorrow. Tomorrow, Right here. Tomorrow. Your birthday home for that Happy early birthday. >> Thank you very much. >> We should have a cute cake, but should especially >> the end of the day. >> I know, I know. I'll end of the day. We got something better than a cake. Gentlemen. Thank you again. Thanks. We'll be back in a little bit. Streaming content. Continuing coverage here. Avian World 2019 with some final thoughts from our panelists. Just a little bit. See on the other side for that

>> from our studios in the heart of Silicon Valley, Palo Alto, California It is a cute conversation. >> Welcome to this Cube conversation here in Palo Alto, California. At the Cube Studios. I'm John for a host of the Cube. We're here for a company profile coming called De Monte. Here. Tom Barton, CEO. As V M World approaches a lot of stuff is going to be talked about kubernetes applications. Micro Service's will be the top conversation, Certainly in the underlying infrastructure to power that Tom Barton is the CEO of De Monte, which is in that business. Tom, we've known each other for a few years. You've done a lot of great successful ventures. Thehe Monty's new one. Your got on your plate here right now? >> Yes, sir. And I'm happy to be here, so I've been with the Amante GIs for about a year or so. Um, I found out about the company through a head turner. Andi, I have to admit I had not heard of the company before. Um, but I was a huge believer in containers and kubernetes. So has already sold on that. And so I had a friend of mine. His name is Brian Walden. He had done some massive kubernetes cloud based deployments for us at Planet Labs, a company that I was out for a little over three years. So I had him do technical due diligence. Brian was also the number three guy, a core OS, um, and so deeply steeped in all of the core technologies around kubernetes, including things like that CD and other elements of the technology. So he looked at it, came back and gave me two thumbs up. Um, he liked it so much that I then hired him. So he is now our VP of product management. And the the cool thing about the Amanti is essentially were a purpose built solution for running container based workloads in kubernetes on premises and then hooking that in with the cloud. So we believe that's very much gonna be a hybrid cloud world where for the major corporations that we serve Fortune 500 companies like banks like energy and utilities and so forth Ah, lot of their workload will maintain and be maintained on premises. They still want to be cloud compatible. So you need a purpose built platform to sort of manage both environments >> Yeah, we certainly you guys have compelling on radar, but I was really curious to see when you came in and took over at the helm of the CEO. Because your entrepreneurial career really has been unique. You're unique. Executive. Both lost their lands. And as an operator you have an open source and software background. And also you have to come very successful companies and exits there as well as in the hardware side with trackable you took. That company went public. So you got me. It's a unique and open source software, open source and large hardware. Large data center departments at scale, which is essentially the hybrid cloud market right now. So you kind of got the unique. You have seen the view from all the different sides, and I think now more than ever, with Public Cloud certainly being validated. Everyone knows Amazon of your greenfield. You started the cloud, but the reality is hybrid. Cloud is the operating model of the genesis. Next generation of companies drive for the next 20 to 30 years, and this is the biggest conversation. The most important story in tech. You're in the middle of it with a hot start up with a name that probably no one's ever heard of, >> right? We hope to change that. >> Wassily. Why did you join this company? What got your attention? What was the key thing once you dug in there? What was the secret sauce was what Got your attention? Yes. So to >> me again, the market environment. I'm a huge believer that if you look at the history of the last 15 years, we went from an environment that was 0% virtualized too. 95% virtualized with, you know, Vienna based technologies from VM Wear and others. I think that fundamentally, containers in kubernetes are equally as important. They're going to be equally as transformative going forward and how people manage their workloads both on premises and in the clouds. Right? And the fact that all three public cloud providers have anointed kubernetes as the way of the future and the doctor image format and run time as the wave of the future means, you know, good things were gonna happen there. What I thought was unique about the company was for the first time, you know, surprisingly, none of the exit is sick. Senders, um, in companies like Nutanix that have hyper converse solutions. They really didn't have anything that was purpose built for native container support. And so the founders all came from Cisco UCS. They had a lot of familiarity with the underpinnings of hyper converged architectures in the X 86 server landscape and networking, subsistence and storage subsystems. But they wanted to build it using the latest technologies, things like envy and me based Flash. Um, and they wanted to do it with a software stack that was native containers in Kubernetes. And today we support two flavors of that one that's fully open source around upstream kubernetes in another that supports our partner Red hat with open shift. >> I think you're really onto something pretty big here because one of things that day Volonte and Mine's too many men and our team had been looking at is we're calling a cloud to point over the lack of a better word kind of riff on the Web to point out concept. But cloud one daughter was Amazon. Okay, Dev ops agile, Great. Check the box. They move on with life. It's always a great resource, is never gonna stop. But cloud 2.0, is about networking. It's about securities but data. And if you look at all the innovation startups, we'll have one characteristic. They're all playing in this hyper converged hardware meat software stack with data and agility, kind of to make the original Dev ops monocle better. The one daughter which was storage and compute, which were virtualization planes. So So you're seeing that pattern and it's wide ranging at security is data everything else So So that's kind of what we call the Cloud two point game. So if you look at V m World, you look at what's going on the conversations around micro service red. It's an application centric conversation in an infrastructure show. So do you see that same vision? And if so, how do you guys see you enabling the customer at this saying, Hey, you know what? I have all this legacy. I got full scale data centers. I need to go full scale cloud and I need zero and disruption to my developer. Yeah, so >> this is the beauty of containers and kubernetes, which is they know it'll run on the premises they know will run in the cloud, right? Um and it's it is all about micro service is so whether they're trying to adopt them on our database, something like manga TB or Maria de B or Crunchy Post Grey's, whether it's on the operational side to enable sort of more frequent and incremental change, or whether it's on a developer side to take advantage of new ways of developing and delivering APS with C I. C. D. Tools and so forth. It's pretty much what people want to do because it's future proofing your software development effort, right? So there's sort of two streams of demand. One is re factoring legacy applications that are insufficiently kind of granule, arised on, behave and fail in a monolithic way. Um, as well as trying to adopt modern, modern, cloud based native, you know, solutions for things like databases, right? And so that the good news is that customers don't have to re factor everything. There are logical break points in their applications stack where they can say, Okay, maybe I don't have the time and energy and resource is too totally re factor a legacy consumer banking application. But at least I can re factor the data based here and serve up you know container in Kubernetes based service is, as Micro Service's database is, a service to be consumed by. >> They don't need to show the old to bring in the new right. It's used containers in our orchestration, Layla Kubernetes, and still be positioned for whether it's service measures or other things. Floor That piece of the shirt and everything else could run, as is >> right, and there are multiple deployments scenarios. Four containers. You can run containers, bare metal. Most of our customers choose to do that. You can also run containers on top of virtual machines, and you can actually run virtual machines on top of containers. So one of our major media customers actually run Splunk on top of K B M on top of containers. So there's a lot of different deployment scenarios. And really, a lot of the genius of our architecture was to make it easy for people that are coming from traditional virtualized environments to remap system. Resource is from the bm toe to a container at a native level or through Vienna. >> You mentioned the history lesson there around virtualization. How 15 years ago there was no virtualization now, but everything's virtualized we agree with you that containers and compares what is gonna change that game for the next 15 years? But what's it about VM? Where would made them successful was they could add virtualization without requiring code modification, right? And they did it kind of under the covers. And that's a concern Customs have. I have developers out there. They're building stacks. The building code. I got preexisting legacy. They don't really want to change their code, right? Do you guys fit into that narrative? >> We d'oh, right, So every customer makes their own choice about something like that. At the end of the day, I mentioned Splunk. So at the time that we supported this media customer on Splunk, Splunk had not yet provided a container based version for their application. Now they do have that, but at the time they supported K B M, but not native containers and so unmodified Splunk unmodified application. We took them from a batch job that ran for 23 hours down the one hour based on accelerating and on our perfect converged appliance and running unmodified code on unmodified K B m on our gear. Right, So some customers will choose to do that. But there are also other customers, particularly at scale for transaction the intensive applications like databases and messaging and analytics, where they say, You know, we could we could preserve our legacy virtualized infrastructure. But let's try it as a pair a metal container approach. And they they discovered that there's actually some savings from both a business standpoint and a technology tax standpoint or an overhead standpoint. And so, as I mentioned most of our customers, actually really. Deficiencies >> in the match is a great example sticking to the product technology differentiate. What's the big secret sauce describe the product? Why are you winning in accounts? What's the lift in your business right now? You guys were getting some traction from what I'm hearing. Yeah, >> sure. So look at the at the highest level of value Proposition is simplicity. There is no other purpose built, you know, complete hardware software stack that delivers coup bernetti coproduction kubernetes environment up and running in 15 minutes. Right. The X 86 server guys don't really have it. Nutanix doesn't really have it. The software companies that are active in this space don't really have it. So everything that you need that? The hardware platform, the storage infrastructure, the actual distribution of the operating system sent the West, for example. We distribute we actually distributed kubernetes distribution upstream and unmodified. And then, very importantly, in the combinations landscape, you have to have a storage subsystem in a networking subsystem using something called C s I container storage interface in C N I. Container networking interface. So we've got that full stack solution. No one else has that. The second thing is the performance. So we do a certain amount of hardware offload. Um, and I would say, Amazons purchase of Annapurna so Amazon about a company called Annapurna its basis of their nitro technology and its little known. But the reality is more than 50% of all new instances at E. C to our hardware assisted with the technology that they thought were offloaded. Yeah, exactly. So we actually offload storage and network processing via to P C I. D cards that can go into any industry server. Right? So today we ship on until whites, >> your hyper converge containers >> were African verge containers. Yeah, exactly. >> So you're selling a box. We sell a box with software that's the >> with software. But increasingly, our customers are asking us to unbundle it. So not dissimilar from the sort of journey that Nutanix went through. If a customer wants to buy and l will support Del customer wants to buy a Lenovo will support Lenovo and we'll just sell >> it. Or have you unbundled? Yetta, you're on bundling. >> We are actively taking orders for on bundling at the present time in this quarter, we have validated Del and Lenovo as alternate platforms, toothy intel >> and subscription revenue. On that, we >> do not yet. But that's the golden mask >> Titanic struggle with. So, yeah, and then they had to take their medicine. >> They did. But, you know, they had to do that as a public company. We're still a private company, so we can do that outside the limelight of the public >> markets. So, um, I'm expecting that you guys gonna get pretty much, um I won't say picked off, but certainly I think your doors are gonna be knocked on by the big guys. Certainly. Delic Deli and see, for instance, I think it's dirty. And you said yes. You're doing business with del name. See, >> um, we are doing as a channel partner and as an OM partner with them at the present time there, I wouldn't call them a customer. >> How do you look at V M were actually there in the V M, where business impact Gelsinger's on the record. It'll be on the Cube, he said. You know Cu Bernays the dial tone of the Internet, they're investing their doubling down on it. They bought Hep D O for half a billion dollars. They're big and cloud native. We expect to see a V M World tons of cloud Native conversation. Yes, good, bad for you. What's the take? The way >> legitimizes what we're doing right? And so obviously, VM, where is a large and successful company? That kind of, you know, legacy and presence in the data center isn't gonna go anywhere overnight. There's a huge set of tooling an infrastructure that bm where has developed in offers to their customers. But that said, I think they've recognized in their acquisition of Hep Theo is is indicative of the fact that they know that the world's moving this way. I think that at the end of the day, it's gonna be up to the customer right. The customer is going to say, Do I want to run containers inside? Of'em? Do I want to run on bare metal? Um, but importantly, I think because of, you know, the impact of the cloud providers in particular. If you think of the lingua franca of cloud Native, it's gonna be around Dr Image format. It's gonna be around kubernetes. It's not necessarily gonna be around V M, d K and BMX and E s X right. So these are all very good technologies, but I think increasingly, you know, the open standard and open source community >> people kubernetes on switches directly is no. No need, Right. Have anything else there? So I gotta ask you on the customer equation. You mentioned you, you get so you're taking orders. How you guys doing business today? Where you guys winning, given example of of why people while you're winning And then for anyone watching, how would they know if they should be a customer of yours? What's is there like? Is there any smoke signs and signals? Inside the enterprise? They mentioned batch to one hour. That's just music. Just a lot of financial service is used, for instance, you know they have timetables, and whether they're pulling back ups back are doing all the kinds of things. Timing's critical. What's the profile customer? Why would someone call you? What's the situation? The >> profile is heavy duty production requirements to run in both the developer context and an operating contact container in kubernetes based workloads on premises. They're compatible with the cloud right so increasingly are controlled. Plane makes it easy to manage workloads not just on premises but also back and forth to the public cloud. So I would argue that essentially all Fortune 500 companies Global 1000 companies are all wrestling with what's the right way to implement industry standard X 86 based hardware on site that supports containers and kubernetes in his cloud compatible Right? So that that is the number one question then, >> so I can buy a box and or software put it on my data center. Yes, and then have that operate with Amazon? Absolutely. Or Google, >> which is the beauty of the kubernetes standards, right? As long as you are kubernetes certified, which we are, you can develop and run any workload on our gear on the cloud on anyone else that's carbonated certified, etcetera. So you know that there isn't >> given example the workload that would be indicative. >> So Well, I'll cite one customer, Right. So, um, the reason that I feel confident actually saying the name is that they actually sort of went public with us at the recent Gardner conference a week or so ago when the customer is Duke Energy. So very typical trajectory of journey for a customer like this, which is? A couple years ago, they decided that they wanted re factor some legacy applications to make them more resilient to things like hurricanes and weather events and spikes in demand that are associated with that. And so they said, What's the right thing to do? And immediately they pick containers and kubernetes. And then he went out and they looked at five different vendors, and we were the only vendor that got their POC up and running in the required time frame and hit all five use case scenarios that they wanted to do right. So they ended up a re factoring core applications for how they manage power outages using containers and kubernetes, >> a real production were real. Production were developing standout, absolutely in a sandbox, pushing into production, working Absolutely. So you sounds like you guys were positioned to handle any workload. >> We can handle any workload, but I would say that where we shine is things that transaction the intensive because we have the hardware assist in the I o off load for the storage and the networking. You know, the most demanding applications, things like databases, things like analytics, things like messaging, Kafka and so forth are where we're really gonna >> large flow data, absolutely transactional data. >> We have customers that are doing simpler things like C I. C D. Which at the end of the day involves compiling things right and in managing code bases. But so we certainly have customers in less performance intensive applications, but where nobody can really touch us in morning. What I mean is literally sort of 10 to 30 times faster than something that Nutanix could do, for example, is just So >> you're saying you're 30 times faster Nutanix >> absolutely in trans actually intensive applications >> just when you sell a prescription not to dig into this small little bit. But does the customer get the hardware assist on that as well >> it is. To date, we've always bundled everything together. So the customers have automatically got in the heart >> of the finest on the hard on box. Yes. If I buy the software, I got a loaded on a machine. That's right. But that machine Give me the hardware. >> You will not unless you have R two p C I. D. Cards. Right? And so this is how you know we're just in the very early stages of negotiating with companies like Dell to make it easy for them to integrate her to P. C. I. D cards into their server platform. >> So the preferred flagship is the is the device. It's a think if they want the hardware sit, that they still need to software meeting at that intensive. It's right. If they don't need to have 30 times faster than Nutanix, they can just get the software >> right, right. And that will involve RCS. I plug in RCN I plug in our OS distribution are kubernetes distribution, and the control plane that manages kubernetes clusters >> has been great to get the feature on new company, um, give a quick plug for the company. What's your objectives? Were you trying to do. I'll see. Probably hiring. Get some financing, Any news, Any kind of Yeah, we share >> will be. And we will be announcing some news about financing. I'm not prepared to announce that today, but we're in very good shape with respected being funded for our growth. Um, and consequently, so we're now in growth mode. So today we're 55 people. I want to double back over the course of the next 4/4 and increasingly just sort of build out our sales force. Right? We didn't have a big enough sales force in North America. We've gotta establish a beachhead in India. We do have one large commercial banking customer in Europe right now. Um, we also have a large automotive manufacturer in a pack. But, um, you know, the total sales and marketing reach has been too low. And so a huge focus of what I'm doing now is building out our go to market model and, um, sort of 10 Xing the >> standing up, a lot of field going, going to market. How about on the biz, Dev side? I might imagine that you mentioned delicate. Imagine that there's a a large appetite for the hardware offload >> absolution? Absolutely. So something is. Deb boils down to striking partnerships with the cloud providers really on two fronts, both with respect the hardware offload and assist, but also supporting their on premises strategy. So Google, for example, is announced. Antos. This is their approach to supporting, you know, on premises, kubernetes workloads and how they interact with cool cloud. Right. As you can imagine, Microsoft and Amazon also have on premises aspirations and strategies, and we want to support those as well. This goes well beyond something like Amazon Outpost, which is really a narrow use case in point solution for certain markets. So cloud provider partnerships are very important. Exit E six server vendor partnership. They're very important. And then major, I s V. So we've announced some things with red hat. We were at the Red Hat Open summit in Boston a few months ago and announced our open ship project and product. Um, that is now G a. Also working with eyes, he's like Maria de be Mondo di B Splunk and others to >> the solid texting product team. You guys are solid. You feel good on the product. I feel very good about the product. What aboutthe skeptics are out there? Just to put the hard question to use? Man, it's crowded field. How do you gonna compete? What do you chances? How do you like your chances known? That's a very crowded field. You're going to rely on your fastballs, they say. And on the speed, what's the what's What's your thinking? Well, it's unique. >> And so part of the way or approve point that I would cite There is the channel, right? So when you go to the channel and channel is afraid that you're gonna piss off Del or E M. C or Net app or Nutanix or somebody you know, then they're not gonna promote you. But our channel partners air promoting us and talking about companies like Life Boat at the distribution level. Talking about companies like CD W S H. I, um, you know, W W t these these major North American distributors and resellers have basically said, Look, we have to put you in our line car because you're unique. There is no other purpose built >> and why that, like they get more service is around that they wrap service's around it. >> They want to kill the murder where they want to. Wrap service's around it, absolutely, and they want to do migrations from legacy environments towards Micro Service's etcetera. >> Great to have you on share the company update. Just don't get personal. If you don't mind personal perspective. You've been on the hardware side. You've seen the large scale data centers from racquetball and that experience you'll spit on the software side. Open source. What's your take on the industry right now? Because you're seeing, um, I talked a lot of sea cells around the security space and, you know, they all say, Oh, multi clouds a bunch of B s because I'm not going to split my development team between four clouds. I need to have my people building software stacks for my AP eyes, and then I go to the vendors. They support my AP eyes where you can't be a supplier. Now that's on the sea suicide. But the big mega trend is there's software stacks being built inside the premise of the enterprise. Yes, that not mean they had developers before building. You know, Kobol, lapse in the old days, mainframes to client server wraps. But now you're seeing a Renaissance of developers building a stack for the domain specific applications that they need. I think that requires that they have to run on premise hyper scale like environment. What's your take on it >> might take is it's absolutely right. There is more software based innovation going on, so customers are deciding to write their own software in areas where they could differentiate right. They're not gonna do it in areas that they could get commodities solutions from a sass standpoint or from other kinds of on Prem standpoint. But increasingly they are doing software development, but they're all 99% of the time now. They're choosing doctor and containers and kubernetes as the way in which they're going to do that, because it will run either on Prem or in the Cloud. I do think that multi cloud management or a multi multi cloud is not a reality. Are our primary modality that we see our customers chooses tons of on premises? Resource is, that's gonna continue for the foreseeable future one preferred cloud provider, because it's simply too difficult to to do more than one. But at the same time they want an environment that will not allow themselves to be locked into that cloud bender. Right? So they want a potentially experiment with the second public cloud provider, or just make sure that they adhere to standards like kubernetes that are universally shared so that they can't be held hostage. But in practice, people don't. >> Or if they do have a militant side, it might be applications. Like if you're running office 3 65 right, That's Microsoft. It >> could be Yes, exactly. On one >> particular domain specific cloud, but not core cloud. Have a backup use kubernetes as the bridge. Right that you see that. Do you see that? I mean, I would agree with by the way we agreed to you on that. But the question we always ask is, we think you Bernays is gonna be that interoperability layer the way T c p I. P was with an I p Networks where you had this interoperability model. We think that there will be a future state of some point us where I could connect to Google and use that Microsoft and use Amazon. That's right together, but not >> this right. And so nobody's really doing that today, But I believe and we believe that there is, ah, a future world where a vendor neutral vendor, neutral with respect to public cloud providers, can can offer a hybrid cloud control plane that manages and brokers workloads for both production, as well as data protection and disaster recovery across any arbitrary cloud vendor that you want to use. Um, and so it's got to be an independent third party. So you know you're never going to trust Amazon to broker a workload to Google. You're never going to trust Google to broker a workload of Microsoft. So it's not gonna be one of the big three. And if you look at who could it be? It could be VM where pivotal. Now it's getting interesting. Appertaining. Cisco's got an interesting opportunity. Red hats got an interesting opportunity, but there is actually, you know, it's less than the number of companies could be counted on one hand that have the technical capability to develop hybrid cloud abstraction that that spans both on premises and all three. And >> it's super early. Had to peg the inning on this one first inning, obviously first inning really early. >> Yeah, we like our odds, though, because the disruption, the fundamental disruption here is containers and kubernetes and the interest that they're generating and the desire on the part of customers to go to micro service is so a ton of application re factoring in a ton of cloud native application development is going on. And so, you know, with that kind of disruption, you could say >> you're targeting opening application re factoring that needs to run on a cloud operating >> model on premise in public. That's correct. In a sense, dont really brings the cloud to theon premises environment, right? So, for example, we're the only company that has the concept of on premises availability zones. We have synchronous replication where you can have multiple clusters that air synchronously replicated. So if one fails the other one, you have no service disruption or loss of data, even for a state full application, right? So it's cloud like service is that we're bringing on Prem and then providing the links, you know, for both d. R and D P and production workloads to the public Cloud >> block locked Unpack with you guys. You might want to keep track of humaneness. Stateville date. It's a whole nother topic, as stateless data is easy to manage with AP Eyes and Service's wouldn't GET state. That's when it gets interesting. Com Part in the CEO. The new chief executive officer. Demonte Day How long you guys been around before you took over? >> About five years. Four years before me about been on board about a year. >> I'm looking forward to tracking your progress. We'll see ya next week and seven of'em Real Tom Barton, Sea of de Amante Here inside the Cube Hot startup. I'm John Ferrier. >> Thanks for watching.

>> live from Las Vegas. It's the queue covering del Technologies. World twenty nineteen. Brought to you by Del Technologies and its ecosystem partners. >> Welcome back to the cubes Live coverage of Del World Technologies Here in Las Vegas. I'm your host, Rebecca Night, along with my co host Stew Minutemen. We have two guests on the seven, both both Cube veterans. So we have Varun Cabra. He is the VP product Marketing Cloud Delhi Emcee and Moeneeb unit. Minute Soudan VP Solutions Product marketing at VM. Where. Thank you so much for coming on the show. >> Thanks for having >> thanks for having us. So we just had the keynote address we heard from Michael Dell Satya Nadella Pack Girl Singer It's a real who's who of this of this ecosystem. Break it down for us. What? What did we hear? What is what is sort of the most exciting thing from your perspective? >> So, Rebecca, what? What we hear from customers again and again is it's a multi cloud world, right? Everybody has multiple cloud deployments, but we saw that mentioned five on average cloud architectures in customer environments and what we keep hearing from them is they There are operational silos that developed as part of the to set the fellas that are different. The machine formats. All of these things just lied a lot of lead to a lot of operational silos in complexity, and the customers are overwhelming or willingly asking William C. As well as being Where is that? How do we reduce this complexity? How do we we'll be able to move, were close together? How do we manage all of this in a common framework and reduce some of the complexity? So there's really they could take advantage off the promise of Monte Club. >> Yeah, so many. The Cube goes to all the big industry shows. I feel like everywhere I go used to be, you know, it's like intel and in video, up on stage for the next generation. Well, for the last year, it felt like, you know, patent Sanjay, or, you know, somebody like that, you know, up on stage with Google Cloud of a couple of years ago, there was Sanjay up on St Come here. They're searching Adela up on stage. So let's talk about that public cloud piece China. We know you know the relationship with a wsbn were clad in a ws sent ripples through the industry on you know, the guru cloud piece. So tell us what's new and different peace when it comes to come up to public clouded. How does that fit with in relation to all the other clouds? >> Sure, no, I'll amplify. You know what Aaron said, Right? We think about customer choice first. Andrea Lee, customer choice. As you know, you got multiple cloud providers. We've seen customers make this choice off. I need to make this, you know, a multi cloud world. Why're they going towards the multi clothing world? It's because applications air going there on really well, where strategy has bean to say, How do we empower customers without choice? Are you know, eight of us partnership is as strong as ever, but we continue to eat away there, and that was their first going to choice a platform. And Patty alluded to this on the stage. We have four thousand cloud provider partners right on the four thousand block provider partners we've built over the years, and that includes, you know, not small names. They include IBM. They, like, you know, they've got in Iraq space. Some of the biggest cloud providers. So our strategy is always being. How do we take our stack and and lighted and as many public laws? It's possible. So we took the first step off IBM. Then you know, about four thousand. You know, other plot providers being Rackspace, Fujitsu, it's Archie. Then came Amazon. I'm is on being the choice of destination for a lot of public clouds. Today we kind of further extend that with Microsoft and, you know, a few weeks ago with Google, right? So there's really about customer choice and customers when they want the hybrid multi Claude fees his abdomen right. You got two worlds, you couldn't existing application and you're looking Just get some scale out of that existing application and you're building a lot of, you know, native cloud native applications. They want this, you know, in multiple places. >> All right, so if I could just drilled down one level deep, you know? So if I'm in as your customer today, my understanding it's Veum or STD. Sea Stack. What does that mean? You know what I use, You know? How is that? You can feel compare? Do I use the Microsoft? You know System Center. Am I using V Center? You know, >> shark now, and this is really again in an abdomen. Calm conversation, right where they were multiple announcements in here just to unpack them there. It's like, Hey, we had the Del Technologies Cloud platform. The Del Technologies clock platform is powered by, you know, Delhi emcee infrastructure and be aware Cloud Foundation on top, where slicing your full computer network storage with the sphere of visa and a sex and management. Right. And the second part was really We've got being where cloud on a deli emcee. The system brings a lot of the workloads which stood in public clouds. We're seeing this repatriation off workloads back on. You know, on the data center are the edge. This is really driven by a lot of customers and who have built native I pee in the public cloud beyond Amazon beat ashore who want to now bring some of those workloads closer to the, you know, data center or the edge. Now this comes to how do I take my azure workloads and bring it closer to the edge or my data center? Why's that? I need you know, we have large customers, you know. You know, large customers multinational. They have, you know, five hundred thousand employees, ninety locations will wide. Who built to I p or when I say I p applications natively in cloud suddenly for five thousand employees and ninety locations, they're going ingress egress. Traffic to the cloud public cloud is huge. How do I bring it closer to my data centers? Right. And this is where taking us your workloads. Bringing them, you know, on prime closer salts. That big problem for them. Now, how do I take that workloads and bring them closer? Is that where we landed in the Veum wear on Del, you know AMC Infrastructure? Because this big sea closer to the data center gives me either Lowell agency data governance and you know, control as well as flexibility to bring these work clothes back on. Right? So the two tangent that you're driving both your cloud growth and back to the edge The second tangent of growth or explosion is cloud native workloads. We're able to bring them closer. Your data center is freely though the value proposition, right? >> Well, we heard so much about that on the main stage this morning about just how differently with modern workforce works in terms of the number of devices that used the different locations they are when they are doing the tasks of their job. >> You talk a little bit about the >> specifics in terms of customers you're working with. You don't need a name names. But just how you are enabling the >> way get feedback from customers in all industries, right? So you don't even share a few as well Way have large banks that are, you know, they're standardized their workloads on VM where today, right as as have many Morgan is ations, and they're looking for the flexibility to be able to move stuff to the cloud or moving back on premises and not have to reformat, not have to change that machine formats and just make it a little easy. They want the flexibility to be able to run applications in their bank branches right in the cloud, right? But then they don't they don't necessarily want adopt a new machine format for a new standardized platform. That's really what Thie azure announcement helps them do, Just like with eight of us, can now move workloads seamlessly to azure USVI center. Use your other you know, tools that you're familiar with today. Already to be ableto provision in your work clothes. All >> right, so for and what? Wonder if we could drill into the stack a little bit here? You know, I went to the Microsoft show last year, and it was like, Oh, WSSD is very different than Azure Stack even if you look at the box and it's very much the same underneath the covers, there was a lot of discussion of the ex rail. We know how fast that's been growing. Can you believe there's two pieces? This there's the VCF on Vieques rail and then, you know, just help. Help explain >> s o for the Del Technologies Cloud Platform announcement, which is, as you said, VX rail in first hcea infrastructure with Mia McLeod foundations tightly integrated, right, so that the storage compute and networking capabilities of off the immortal foundation are all incorporated and taken advantage off it. In the end structure. This is all about making things easier to consume, right, producing the complexity for customers. When they get the X trail, they overwhelmingly tell us they want to use the metal foundations to be able to manage and automate those workloads. So we're packaging this up out of the box. So when customers get it, they have That's cloud experience on premises without the complexity of having to deploy it because it's already integrated, cited the engineering teams have actually worked together. And then you can then, as we mentioned, extend those workloads to public loud, using the same tools, the same, the MSR foundation tools. >> And, you know, uh, we built on Cloud Foundation for a while, and I'm sure you followed us on the Cloud Foundation. And that has bean when you know yes, we talk about consistent infrastructure, consistent operations, this hybrid cloud world and what we really mean. Is that really where? Cloud foundation stack, right? So when we talk about the emcee on eight of us, is that Cloud foundation stack running inside of Amazon? When we talk about you know, our partnership with the shore, he's not being where Cloud Foundation stack running on a shore. We talk about this four thousand partners. Cloud certified IBM. It is the Cloud Foundation stack and the key components being pulled. Stack the Sphere v. Santana Sex and there's a critical part in Cloud Foundation called lifecycle management. It's, you know, it's missed quite easily, right? The benefit of running a public cloud. The key through the attributes you get is you know, you get everything as a service, you get all your infrastructure of software. And the third part is you don't spend any time maintaining the interoperability between you compete network storage. And that is a huge deal for customers. They spent a lot of time just maintaining this interrupt and, you know, view Marie Claude Foundation has this life cycle manager which solves that problem. Not not just Kee. >> Thank you for bringing it up because, right, one of the big differences you talk about Public Cloud, go talk to your customer and say, Hey, what version of Microsoft Azure are you running and the laughter you and say like, Well, Microsoft takes care of that. Well, when I differentiate and I say Okay, well, I want to run the the same stack in my environment. How do I keep that up today? We know the VM where you know customers like there's lots of incentives to get them there, but oftentimes they're n minus one two or something like that. So how do we manage and make sure that it's more cloud like enough today? >> Yeah, absolutely. So. So there's two ways to do that to one of them is because the V m. A and L E M C team during working on engineering closely together, we're going to have the latest word in supported right right out the gate. So you have an update, you know that it's gonna work on your your hardware or vice versa. So that's one level and then with via MacLeod and L E M C. We're also providing the ability to basically have hands off management and have that infrastructure running your data center or your eyes locations, but at the same time not have to manage it. You leave that management to tell technologies into somewhere. To be able to manage that solution for you is really, as Moody said, bringing that public loud experience to your own premise. Locations is long, >> and I think that's one of the big, different trainers that's going to come right. People want to get that consumption model, and they're trying to say, Hey, how do I build my own data center, maintain it, but the same time I want to rely on, you know, dull and beyond Where to come and help us build it together. Right? And the second part of announcement was really heavy and wear dull on the d l E M C. Is that Manager's offered the demo you saw from June. Yang was being able to have a consumption interface where you could connect click of a button, roll it back into a data center as well. It's an edge because you have real Italy. Very little skill sets where night in the edge environment and as EJ Compute needs become more prolific with five g i ot devices, you need that same kind of data governance model and data center model. There is well and not really the beauty off, you know, coming to be aware. And Delta, you know Del DMC del. Technology's power is to maintain that everywhere, right? I >> won't ask you about >> innovation. One of the things that's really striking during American executive, Even though I obviously have my own customers, >> I think it really comes down to listening to customers. Write as as Del Technologies is Liam, where we have the advantage of working with so many customers, hundreds of thousand customers around the world we get to hear and listen and understand what are the cutting edge things that customers are looking for? And then we can not take that back to customers like Bank of America who may have taught about certain scenarios right that we will learn from. But they may not have thought about other industries where things could be applicable to their street, so that drives a lot of our innovation. Very. We are very proud about the fact that we're customer focused. Our invasion is really driven by listening to customers on. And, you know, having smart people just work on this one to work on this problems. And, >> you know, customer wise is a big deal customer choice. That's why we're doing what we're doing with multiple cloud providers, right? And I think this is really a key, too. If you just look at being where's innovation were already talking about this multi claude world where it was like, Hey, you've got workloads natively. So we How do you manage? Those were already ahead and thinking about, you know come in eighties with acquisition of Hip Tio and you if you think about it, you know, we've done this innovation in the cloud space established this hybrid credibility on we've launched with Del Technology. Now we're already ahead in this multi cloud operational model. We're already ahead in this coop in eighties. Evolution will bring it back with the family and listen to the customers for choice. Because of the end of the day, we're here to South customer problems. I >> think that's another dimension of choice that we offer, which is both traditional applications as well as applications of the future that will increasingly, because container based, >> yeah, I just wonder if you could spend on a little bit. You know what? One of the things I said via Moore is great. It really simplified and by environment, I go back. Fifteen years ago, one of things that did is let me take my old application that was probably long in the tooth. Begin with my heart was out of date, my operating system at eight, sticking in of'em and leave it for another five years, and the users that are like, Oh my gosh, I'd need an update. How do we get beyond that and allow this joint solution to be an accelerant for applications? >> Yeah, and I think you know the application is probably the crux of the business, right? >> We'Ll call in the tent from >> change applications of Evolve. This is actually the evolution journey of itself is where they used to be, like support systems. Now they become actually translate to business dollars because, you know, the first thing that your customer awful customer touches is an application and you can drive business value from it. And customers are thinking about this old applications and new applications. And they have to start thinking about where do I take my applications? Where do they need to line and then make a choice off? What infrastructures? The best black mom for it. So really can't flip the thing on. Don't think infrastructure first and then retrospect APS to it. I think at first and then make a charge on infrastructure based on the application need and and really look like you said being where kind of took the abstraction layer away from infrastructure and make sure that you'll be EMS could run everywhere. We're taking the same for applications to say. Doesn't matter if it's of'Em based. It's a cloud native will give you the same, you know, inconsistent infrastructure in operations. >> Okay, we're in that last thing. Could you just tell us of the announcements that were made? What's available today? What's coming later this year? >> Absolutely So Del Technologies Cloud Platform that's based on the X Trail and via MacLeod Foundation is available now as an integrated solution via MacLeod and Daddy and see the fully managed offer is available in >> the second half of this >> year. It's invader right now. And as you saw, we have really good feedback >> from our customers. And then I think >> the, uh, the Azure BMR Solutions offer will be available soon as well. >> All right, well, Varun and many Congratulations on the progress. We look forward to talking to the customers as they roll this out, and Rebecca and I will be back with lots more coverage here. Del Technologies World twenty nineteen. Little coverage to sets three days, tenth year, The Cube at M. C and L World. I'm still many men. And thanks so much for watching

>>Live from Las Vegas, Nevada. It's the cube covering EMC world 2015. Brought to you by EMC, Brocade and VCE. >>Okay. Welcome back everyone. We are live here in Las Vegas with the cube at EMC real 2015. I'm John ferry, the founder of Silicon Ang. I'm joined with two special guests. Stella Lowe. Who's the global communications at EMC runs, global communications and Amy Posey, neuro facilitator at peak teams. Welcome to the cube. >>So >>You had a session women of the world. We did it last year, but great cube session last year. Um, so I want to get a couple of quick questions. What's going on with women of the world, what you guys just came from there and you guys were on the panel and then what is a neuro facilitator? And then let's get into it. Let's talk about men and women, how we work together. >>Okay, great. So let's start with women of world. So, um, so last year we talked about the challenges that we face and how we reframe them into opportunities that we had some fantastic panelists, but this year I was really interested in the science behind men and women. So it's clear that we're different and we're all bled for success, but, but we're wired differently. And we kind of knew that already. I know we talked about it before John, but we now have the science behind it. We can look at brain scans and we can see that we, Oh, we have different brain patterns. We think differently, uh, different parts of the brain fire fire up when, in times of motivation and stress and people like Amy here, who've done lots of work into this, have having the stages. It was great to have her on the panel to discuss it. >>I'm going to give you a plug because EMC does all kinds of things with formula one cars, motorcycles, getting the data and understanding the race. But now you're dealing with people. So what is going on? Tell us what's up neuro facilitator and let's >>So a neuro facilitator is maybe the best made up job title in the world that I gave myself. So essentially what I do is I look at information about the brain and I curate the research that's out there. So there's a lot of new technology to actually read and look inside our heads. We all have a brain, but we don't necessarily all know how it works. So there's a lot more research and, and tools to read our brains and take a look inside. So what I do is I take that research and, and work with, um, neuroscientists and neurobiologist at Stanford, Columbia, UCLA, and, and reach out and figure out how do we take that information and make it easier, still attain. And I do it in the scope of leadership at organizations like EMC and other technology companies to figure out how do we work better? What information is out there? You know, soft skills and sort of relationship skills. I've always been sort of squishy, right? So now there's a lot more science and information about our brains that are informing it. The, the data's out there, what I do and what my job is, is to pull the data and figure out how do we make it into practical, useful applications for us at work at home, wherever we are. So that's essentially, I'm doing so you >>Guys discussed and how men and women are different. Actually look at the data. We have to give a lot of qualitative data. I mean, it keeps counselors in business. You know, the grant in the workforce, uh, balance is important, but we have a lot of that data, but what's the numbers. What is your findings? So >>What's interesting is looking at men and women's brains. What's fascinating is that we are more alike than dissimilar in looking at a brain. If you looked at a brain scan, one of a man and woman, you wouldn't be able to tell the difference between the two, but they're now finding and looking at different parts of the brain in different functions. So for instance, men have approximately 6% more gray matter than women. So in terms of the gray matter, that's the thinking brain essentially, and women have more white matter than gray. Matter about 9% more than men. And the white matter is what connects the brain and communicate both front and back and side to side. And so you can make some extrapolation of that information and say, you know, men may focus more on issues, solutions, problems, whereas women sort of think more broadly or wider. >>So, I mean, there are generalities, but a lot of the sciences is fascinating. There's also some interesting science about the hippocampus, which is, um, sort of deep. If this is your brain, it's deep inside the brain and the hippocampus is the memory center. And it's what they're finding is that for women, they tend to store emotional memories more effectively. So happy, sad, fearful those types of emotions get stored more effectively in the hippocampus. Whereas men oftentimes during stress, the hippocampus actually has a challenge in making connections. So that's where, again, some of the, the focus and determination and silo viewed sometimes that men have in situations or problems comes into play. Um, there's one other piece, the anterior cingulate cortex, which is sort of within the brain and that's the brains error detector. And it turns out it's a little bit bigger in women. So women sort of tend to look for, uh, issues CA you know, problems, um, maybe less solution focused, especially under times of stress and, and a lot of this, data's interesting. >>It, it causes you to make some generalities, you know, not everybody is going to operate in that way. Your mileage may theory, but it's, it's good because it helps us inform some of the quirky behavior that we deal with at work and figuring out why, why don't you do that? Why do you do that and installed that women being better or women using more of the brain or less of the brain it's, it's, it's simply about we, we, if all brains away from differently, we both bring different things to the table. And how do you take both of those benefits and bring them forward into a better outcomes? >>Always great to talk about because in the workforce, people are different. And so differences is a term that we use, like, you know, with kids learn differently, some have evolved differently and men and women have had differences. So the data shows that that's clear. Um, I want to share a quote that my wife shared on Facebook. It says mother, um, well, a worried mother does better research than the FBI. So, um, I bring that up, you know, it's instinctual. So a lot of it's also biological and also environmental talk about the dynamics around that, that wiring, because you're wired by your upbringing too, that affects you. And what's the, what's the data show in the biology. >>So it's interesting because the, the key piece is that it's not just the biological brain differences. It's, it's a whole host of factors that leave a footprint on us, in our behavior. So it's our education, it's our, uh, you know, where we, where we grew up, our culture is part of that. It's also gender stereotypes that play a role in how we operate. And I think all of those things leave a footprint on a, an and lead us to different behaviors. And so you can't just say it's the, the, the information that's on our brains. It's a whole host of factors that influence. So my study of looking at how the brains are a little bit different and what the research is coming, it's, it's blended in with research around leadership and things like confidence and motivation in the workplace bias in the workplace. And they're, they're showing very different things. >>So for instance, if you think about confidence, we did an interesting exercise in the event at women of world. And I asked, you know, there's, there's a lot about confidence and confidence is essentially the will or motivation to act. So how many women in the room, uh, would raise the, you know, go up for a job that they were really interested in and fascinated by, but maybe weren't a hundred percent qualified for, like, how many of you have maybe turned down that job or decided not to apply because it wasn't the right time. Like you, you're pretty competent, but not a hundred percent confident in it. And it was funny because the majority, all the women's hands went up in the room. So then I asked him, I flipped the question in the room and I asked the men in the room. I said, okay, if you were only about 50% confident for a job that you were going up for, would you, of course, right. Like, yes, I >>Fabricate some stuff on their resume and you make >>Them look bigger. So, exactly. So what's interesting is testosterone plays a role in confidence and motivation at work. And it turns out men have 10 times the amount of testosterone as women do. So part of that is that aggression, but we both have it, but that, that aggressive factor, that idea to go after something, to be more confident, um, women are behind the curve in that, from the research that I've seen. So it takes more effort to, to, to be able to have the confidence, to go for it and to sort of break down those barriers that exist for women to, to go after those jobs that they want, even if it's not a hundred percent. And so we did a, an exercise in boosting confidence in testosterone called power posing. And Amy Cuddy out of Harvard does a, a whole Ted talk on it, which is fascinating. >>But the idea is that you, you know, you, you put your chest back, you put your hands on your hips and it helps boost your testosterone up to about 20%. And it reduces cortisol, which is a stress hormone. So it's a, it's a quick way. You don't do it in front of people. You do it sort of on the sly or else you kind of, you don't look very nice to others, but you, you boost your confidence doing that. And it's just a small sort of brain hack that you can do to give yourself an upper hand, knowing that knowing the science behind it. So it's a behavior changing type of research that's coming out, which I think is really, >>That's really interesting, but now it translates into leadership and execution in the workforce. So people are different than men and women are different that changes the dynamic around what good is, because if your point about women not asking for that job or having confidence to the field, like I'm not going to go for it, like a man bravado, whatever testosterone that's what mean that that's the benchmark of what drive means. So this came up with Microsoft CEO at the Anita board conferences, which we had a cube there. And, and this is a big issue. So how do HR, how do the managers, how do people recognize the differences and what does the data show, and, and can you share your thoughts on that? >>Yeah, so I think a lot of it comes down to bias and bias is essentially a shortcut that we use in our brains to take less energy. And it's not a bad thing. It's, it's something we all do. And it's conscious and it's unconscious. So bias, I think is a key piece of that. And the research on bias is fascinating. It's very, it's, it's very popular topic these days, because I think being able to do a couple of things, be aware that there are hundreds of biases and they're both conscious and unconscious, uh, acknowledge that it exists, but not legitimize it not make that. Okay. The third piece is to, to counter it and, and being able to counter bias by making sure that people have opportunities. And even though you may have re removed hypothetical barriers explicitly stating that you want people, men, or women to apply for promotions, be this type of leader, not just assume that because there are no barriers that it's okay, but really be explicit in how you give people opportunities and let them know that they're out there. I think that's really key. >>Yeah. That brings up the point around work life balance, because, you know, I have a family of four, four kids it's stressful just in and of itself to have four kids, but then I go to the workforce and the same with women too. So there's also a home dynamic with leadership and biases and roles. Um, what's your take on any data on the how of that shifting persona realities, if you will, um, shapes the data. >>It's interesting because it's, it's something that we even talked about in the session that it's a struggle and, and, um, Bev career from Intel was talking about that. There's a period of time that actually is really tough to keep women in the workforce. And it's that time where you're growing your family, you're growing your career. And oftentimes things sort of struggle. And I, I read something recently around women in STEM careers, over a 10-year period, 42% of women drop out of the workforce in comparison to 17% of men. And so I think there's a lot, a ways to go in terms of being able to set up environments where working life is integrated, because it's, it's not even balanced anymore. It's integration. And how do you set up structures so that people can do that through how they work through how they connect with others. And, and to me, that's a big piece is how do you keep people in the workforce and still contributing in that critical point in time? And, you know, Intel hasn't figured it out. It's a tough challenge, >>Stamina. We're a big fans of women in tech, obviously because we love tech athletes. We'd love to promote people who are rock stars and technology, whether it's developers to leaders. And I also have a daughter, two daughters. And so two questions. One is women in tech, anything you could share that the data can talk to, to either inspire or give some insight and to, for the young women out there that might not have that cultural baggage, that my generation, at least our worse than older than me have from the previous bias. So motivating young daughters out there, and then how you deal with the career advice for existing women. >>So the motivating young women to get into tech, um, Bev shared a really absolutely fascinating statistic that between the ages of 12 and 18, it's incredibly important to have a male support model for young girls to get into STEM careers, that it was absolutely critical for their success. And it's funny because the question came up like, why can't that be a woman too? And what's interesting. And what we find is oftentimes we give men the short shrift when they try and support women, and we don't want to do that. We want to support men supporting women because when that happens, we all win. Um, and so I think that's a big piece of it is starting young and starting with male support as well as female support. So many women who, who cite men as, as he had mental was in that gray, you know, or in their daily life. And it's pretty important that they can feel that they can do that. >>And this goes back down the wiring data that you have the data on how we're were wired. It's okay, guys, to understand that it's not an apples to apples. So to speak, men are from Mars. Women are from beans, whatever that phrase is, but that's really what the data is. >>And being explicit to men to say, we want you to support women instead of having men take a back seat feeling like maybe this isn't my battle to fight. It's, it's really important to then encourage men to speak up to in those, those situations to, to think about sort of women in tech. One of, uh, a really interesting piece of research that I've seen is about team intelligence and what happens on teams and Anita Willy from Carnegie Mellon produced this really fascinating piece of research on the three things that a team needs to be more intelligent. It's not just getting the smartest people in the room with the highest IQ. That's a part of it. You want table stakes, you want to start with smart people, but she found that having women, more women on a team actually improved the team's overall intelligence, the collective intelligence and success of a team. So more women was the first one. The second was there's this ability and women tend to be better at it, but the ability to read someone's thoughts and emotions just by looking at their eyes. So it's called breeding in the mind's eye. So just taking a look and being able to sense behavior, um, and, and what someone's thinking and feeling, and then being able to adjust to that and pivot on that, not just focusing on the task at hand, but the cohesion of a team with that skill made a difference. >>It's like if it's a total team sport, now that's what you're saying in terms of how use sport analogy, but women now you see women's sports is booming. This brings up my, my, your, uh, awesome research that you just did for the folks out there. Stella was leading this information generation study and the diversity of use cases now with tech, which is why we love tech so much. It's not just the geeky programmer, traditional nail role. You mentioned team, you've got UX design. You have, um, real time agile. So you have more of a, whether it's a rowing analogy or whatever sport or music, collaboration, collaboration is key. And there's so many new disciplines. I mean, I'll share data that I have on the cube looking at all the six years and then even women and men, the pattern that's coming up is women love the visualization. It's weird. I don't know if that's just so it's in the data, but like data scientists that render into reporting and visualization, not like just making slides like in the data. Yeah. So, but they're not writing, maybe not Python code. So what do you guys see similar patterns in terms of, uh, information generation, it's sexy to have an iWatch. It's >>Cool. So like a cry from Intel on the panel, she gave a great statistic that actually, uh, it's more it's women that are more likely to make a decision on consumer tech than men. And yet a lot of the focus is about trying to build tech for men, uh, on the, you know, if consumer tech companies want to get this right, they need to start thinking about what are women looking for, uh, because, uh, they're the ones that are out there making these decisions, the majority of those decisions. >>Yeah. I mean, it's an old thing back in the day when I was in co, um, right out of college and doing my first startup was the wife test. Yeah. Everything goes by the wife because you want to have collaborative decision-making and that's kind of been seen as a negative bias or reinforcement bias, but I think what guys mean is like, they want to get their partner involved. Yeah. So how do, how do we change the biases? And you know, where I've talked to a guy who said, the word geek is reinforcing a bias or nerd where like, I use that term all the time, um, with science, is there, I mean, we had the, the lawsuit with Kleiner Perkins around the gender discrimination. She wasn't included. I mean, what's your take on all of this? I mean, how does someone practically take the data and put it into practice? >>I think the big thing is, you know, like I said, acknowledging that it exists, right? It's out there. We've been, I feel like our brains haven't necessarily adapted to the modern workplace and the challenges that we've dealt with because the modern workplace is something that was invented in the 1960s and our brains have evolved over a long time. So being able to handle some of the challenges that we have, especially on how men and women operate differently at the workplace, I think is key, but calling it out and making it okay to acknowledge it, but then counter where it needs to be countered where it's not right. And being explicit and having the conversations I think is the big piece. And that's what struck me with the Kleiner Perkins deal was let's have the conversation it's out there. A lot of times people are reticent to, to have the conversation because it's awkward and I need to be PC. And I'm worried about things. It's the elephant in the room, right. But it actually is. Dialogue is far better than leaving it. >>People are afraid. I mean, guys are afraid. Women are afraid. So it's a negative cycle. If it's not an out in the open, that's what I'm saying. >>And the idea is it's, what can we do collectively better to, to be more positive, to, to frame it more positively, because I think that makes a bigger difference in terms, in terms of talking about, Oh, we're different. How are we the same? How can we work together? What is the, the connection point that you bring, you bring, we all bring different skills and talents to the table. I think it's really taking a look at that and talking about it and calling it out and say, I'm not great at this. You're great at this. Let's, let's work together on what we can do, uh, more effectively, >>Okay. Team sports is great. And the diversity of workforce and tech is an issue. That's awesome. So I'd ask you to kind of a different question for both of you guys. What's the biggest surprise in the data and it could be what reinforced the belief or insight into something new share, uh, a surprise. Um, it could be pleasant or creepy or share it. >>Price to me is intuition. So we always talk about women having intuitions. I've had men say, you know, well, my wife is so intuitive. She kind of, she kinda gets that and I've had that in the workplace as well. And I think the biggest surprise for me was that we can now see, we've now proved the intuition. Intuition is a thing that women have, and it's about this kind of web thinking and connecting the dots. Yeah. So we sort of store these memories deep, deep inside. And then when we see something similar, we then make that connection. We call it intuition, but it's actually something it's a kind of a, you know, super recall if you like, and, and, and replaying that situation. But that I think was the biggest surprise to me, Amy. So I would think that the thing that, that always astonishes me is the workplace environment and how we set up environments sometimes to shoot ourselves in the foot. >>So, so often we'll set up, uh, a competitive environment, whatever it is, let's let's and it's internal competition. Well, it turns out that the way that the brain chemicals work in women is that competition actually froze us into, to stress or threat cycle much more easily than it does to men, but men need it to be able to get to optimal arousal. There's a lot of interesting research from Amy Ernest in, at Yale and, and that piece of how you can manipulate your environment to be more successful together to me is absolutely key. And being able to pull out elements of competition, but also elements of collaboration, you kind of knew it, but the science validates it and you go, this is why we need to make sure there's a balance between the two. So everyone's successful. So to me, that's the aha. I could listen to Amy all day and how we apply it to the workplace. That's the next big step. Yeah. >>Yeah. You guys are awesome. And thanks so much for sharing and I wish we could go long. We're getting the hook here on time, but is there any links and locations websites we can, people can go to to get more information on the studies, the science. So I, a lot of my day curating >>And looking for more research. So peak teams.com/blog is where I do a lot of my writing and suggestions. Um, it's peak teams, P E K T E M s.com. And so I run our blog and kind of put my musings every once in a while up there so that people can see what I'm working on. Um, but they can reach out at any time. And I'm on Twitter at, at peak teams geek. Speaking of geeks, I embraced the geek mentality, right? >>Well, we have, I think geeks comment personally, but, um, final point, I'll give you the last word, Amy, if you could have a magic wand to take the science and change the preferred vision of the future with respect to men and women, you know, working cohesively together, understanding that we're different decoupled in science. Now, what would you want to see for the environment work force, life balance? What would be the magic wand that you would change? >>I think being able to make women more confident by helping reduce bias with everybody. So being more keyed in to those biases that we have in those automatic things we do to shortcut and to be more aware of them and work on them together and not see them as bad, but see them as human. So I think that's my big takeaway is remove, remove more bias. >>Fantastic. Stella Lowe, and Amy Posey here inside the cube. Thanks so much. Congratulations on your great work. Great panel. We'll continue. Of course, we have a special channel on SiliconANGLE's dot TV for women in tech. Go to SiliconANGLE dot DV. We've got a lot of cube alumni. We had another one here today with Amy. Thank you for joining us. This is the cube. We'll be right back day three, bringing it to a close here inside the cube live in Las Vegas. I'm John Forney. We'll be right back after this short break.

>> live from Las Vegas, Nevada. It's the Cube covering E M C. World 2015. Brought to you by E. M. C Brocade and D. C. >> You're watching E m C World Live here on the Q. Looking Angles Flagship program. We go out to the event they start the season noise. I'm John Kerry of my coast Dude. Minutemen. Our next guest is a cube. Alumni have been on a cute many times before and back again. 2011 John Thompson is the CEO of Virtual Instruments and also the chairman of a company called Microsoft. Um, welcome back to the cubes. Nice to be about Great to see you in the A M World week didn't interview on Virtual Instruments with CEO, and we were really riffing on this whole idea of data instrumentation. And we it was really free Internet of things. So give us the update. What's going on with virtue Instruments here? I see Microsoft has a conference going on ignite. Even though you're chairman. The board. You're also the CEO of Virgin Instruments and you're gonna do some business here. What's going on? What business are you doing? Well, this is an important conference for virtual instruments. DMC is one of our strongest go to market partners, and candidly, many of their customers are virtual instruments customers. And so it's an opportunity for me to be here to spend time with our partners and our customers in one venue. Our business is doing quite well. We just had a very, very strong March quarter, which is always a little bit of a down quarter for most tech companies. But we were up 27 28% year over year for the calendar. Q. One so we feel pretty good about that. This is the most important quarter of the year, though, which is always the case in Texas. So we're hoping that we can knock the ball out of the park again this quarter. We launched our virtual wisdom for platform in the spring of last year, and it is gaining tremendous traction, certainly in the U. S. And around the globe. It is all about health utilization in performance of the infrastructure, and we've defined a model where you can look at an application inside that infrastructure, monitor its performance and its availability, and that idea is so critical in a world where everything will someday live in the cloud and will you will want to assure a level of performance and, quite frankly, a level of responsiveness to customers as they come on says it's a reset to share the folks out. This is not a new concept for you guys. We talked about this years ago. It's not like you woke up one boys. Hey, things is trendy. This data center in fermentation takes us quickly back. Where did it come from? Was an itch to scratch. What original product as you have and how does that morph into today's crazy, data driven world, where dash boring riel time is actually competitive advantage and now table stakes? Well, if you were to go back to the genesis of virtual instruments, we started as a small technology investment inside a larger company called Venice are that was trying to solve the inevitable performance problem in the fibre channel world. And as the market crashed in 7 4008 the team at Venice or had to decide, how are we gonna clean up our portfolio? And the result waas. They sold off the assets? Were we, in fact, created virtual instruments. So a small group of investors, led by Jim Davidson from Silver Lake and Michael Marks from Riverwood, helped to fund the original investment and virtual instruments. We've been at it now for about seven years. We have clearly evolved the product quite a bit since then, and we've captured a number of very, very strong venture capital investment so long away as we made the choice. That said, we need the shift from being a fiber channel company to be in an infrastructure performance management company because the inevitable movement to the cloud will drive an opportunity for us. Yeah, and you're a senior executive private equity. I mean, this is pretty much a big bet. There's a lot of money involved with private equity. So it wasn't like you're, like, throw in the Silicon Valley startup together. It was really like, Okay, there's big money behind it. Well, you guys, did you see it turning out this way? What? What was learning that have been magnified from that trajectory? Well, I think in the early days we thought the path was a little different than what we've actually followed. We thought the path waas that the fibre channel World was so big and it needed better visibility. This would in fact give the world better visibility in the fibre channel space. What we have observed, however, is that the entire infrastructure has become Maur and more opaque, and therefore you need to not just drive visibility in the storage layer, but across the entire converge staff. And so the platform that we have evolved is all about supporting this converged platform not just fibre Channel, but filed a storage not just VM where, but all virtualized server environments. And we believe that's, ah, multibillion dollar market. And that's why we were able to attract both private equity initially and venture capital later as we built out of product. It's interesting. You see some of these ideas come a come around full circle. I'm curious. Just in industry trend. Your your opinion on Veritas, you know, being spun out. It's it's It's both sad for me personally, but I think it speaks to how difficult the cultural integration might have been between the two companies. While I really had a vision back in the old four or five days of security and backup coming together, I think It was a really, really difficult thing to make happen in the context of what has evolved at Samantha, so the fact that they've chosen to spend it out, it's perhaps a little disappointing for me personally, but not a surprise. So what is your vision of security today? My understanding, You advise, even sit on the board of ah Lumia company. We've way we've talked to the company really, what's happening in security. So if you think about how security has evolved once upon a time, it was about protecting the device candidly and a cloud based world. It's going to be more about protecting the workloads as they move around. And that's one of the elements of what a lumia does, in fact, provide. Furthermore, I have believed for a very, very long time that as time goes on, security will have to get closer and closer to that which is deemed to be most critical. In other words, you can't protect all of the data. You can't protect all of the instances that air on the Web, but you can identify those that are most critical and therefore need a level of protection beyond what the standard would be. And so my belief is that companies like a Loom EO and others that will evolve will get closer to the workload, and we'll get closer to the data that's most critical. And so data classification and things of that nature will become much, much more important than they have. You're an investor in aluminum. You on the board are okay, so you're on the board of director and investor. We covered their launch. Great company. The cracking is low slides, as as Alan Cohen would say, they phenomenal funding round gone from stealth two years and now the big $100,000,000 really funding round massive guerrilla marketing. Still going on at the air say, was kind of clever. The perimeter lists cloud is a factor. And what tech enabled? Do you see the key thing? Alan Cohen described it as 1000 foot shoulds soldiers protecting assets because there's no more perimeter that no front door any more. What is the technology driver for that? Well, the whole idea behind the loom Eo, is to have a what I would call a portable policy enforcement engine that can move as the workload moves around the cloud. So policy management, security policy management has been a very, very difficult task for most large enterprises. So if I can define security policies for every server of where workloads can go to and from on that server and make sure that nothing violates that policy, hence I enforce it routinely. Oh, I can change. The dynamic of House security gets delivered in a cloud based world because no workload is gonna run in any single place on a cloud world. That workload is gonna move to where there is capacity to handle. I gotta ask you because we have a lot of people out there that follow tech business test tech athletes that you are. But also, you're a senior executive who has a lot of experience, and we could be presenting to Harvard Business School, Stanford Business School. I want to get your kind of business mind out to the audience. And that is, is that as an executive who's seen the big, big companies, the big battleships, the big aircraft carriers, from the IBM days to the M in a world of the nineties and the transformation of the Internet now in a complete shift, an inflection point with things like a Loom, Eo and Cloud and and Virtual instruments and the new Microsoft and the Silicon Angles and the crowd shots out there, What do you advise managers out there to operate from a management perspective. I mean, there's a classic business school numbers quarter on the challenges of going public, managing enormous dynamic technology change. So every theater is kind of exploding the technology theater, the business theater, the social theater as an executive. How would you advise someone as a CEO are rising growing startup how they should stitch themselves together? If you can draw in from previous experiences? Or is there a pattern recognition you can share? Well, it's It's never simply about the numbers, while the numbers air always important and the numbers will always be the underpinning of evaluation or whatever. In reality, it's about having a team that is able to rally around a leader with vision that says, Here's how we're gonna change the world. Here's how we're going to make an impact as this industry goes through, the natural inflection points that it always does. And if you look at what has occurred in this industry about every 8 to 10 years, something significant changes. And so a company that may have missed an opportunity six or eight years ago has another shot at it six or eight years later because of the inflection points that we go through. So it's important for the leader of a company toe. Believe that I can change the world based upon the industry that I'm a part of and have a compelling point of view about what changing the world means for that company and that team. And if you could get the team together around that idea, what about cloud and big data and mobile thes dynamics that you would? If someone just wants a roadmap for navigation or what decked me to go after, What would you say? What do you say? You know, get it all in the cloud or go poke at a duel are indeed new, agile management. Things were happening like, Well, I think it starts with what are the court confidence is that you have as a team or company, so you can't say g I'm gonna go and do cloud and oh, by the way, I have no confidence in the management infrastructure for large enterprises or I'm gonna go do mobile and I really have no experience in the mobile space whatsoever. So core competencies matter and leveraging the core strengths of the company matters now. Oftentimes, what companies will do its supplement their core strengths through M, and we'll go out and acquire something and bolted on the hard part of M and A, which is what we were referencing early around. Veritas is Can you integrate it? Can you really make it work after you bought it? Buying it is the easy part. Generating it and making it work is the really, really tough part. And arguably we didn't do is good a job as I would have liked with Samantha. And so basically you're saying is if you as an executive, you want to look at the winds of change for hand, get the sails up, if you will, to confuse the metaphor and get into that slipstream so you can actually drive and you can't. Being an amateur, you gotta actually have some competency. You have a leverage point. Look, one of the great things about this industry is it doesn't take some brilliant business leader to create a new idea. I mean, no one ever would have viewed Zucker Bird as a business leader or some of the young, really, really powerful CEO built phenomenal, phenomenal companies in this industry. But they had an idea, and they were able to create a team around that idea and go change the world. And that's what's so powerful about this industry that I've had the pleasure to be a part of for 40 some years. Yes. Speaking about CEOs that changed the industry, John Chambers announced that he's stepping aside from the CEO role this morning. So you know when you look back, you know John was one of the four horsemen of the Internet era and 20 years there. Chuck Robbins is coming in. He's been there since C. I think 97. What do you think of that move? And you know what's happening with Cisco in leadership for the big companies? Well, John's a really, really good friend, and I admire him for all of what he's done and Cisco and I wish him well as he makes this transition. Interestingly enough, the transition is to executive chairman, with the new CEO stepping in so What that says is that John plans that have a little more involvement, perhaps in what goes on in the company. Then I do it. Microsoft. My title is not executive chairman of Microsoft. Thank goodness I wouldn't want it to. But it also speaks to the fact that John spend the CEO. It just goes since 1995 like that. So he has an enormous amount of knowledge and insight about the company industry, its customers, partners, culture, all of those culture. And so all of those things will be valuable and important to the new CEO. And I think him stepping into that role is trying to leverage that. Cenedella came in and made his voice heard really instantly. And Microsoft has been a great company to watch, you know, since Auntie's came on board, you know, just Cisco need to make some bold moves or are they pretty stable where they are is kind of the dominant? That's a better question for John and CEO. I think what is clear is that all all companies, at some point after find a way to redefine and Sasha's role at Microsoft. He has redefined Microsoft as a cloud first mobile first, and that's all about recognizing. Were acts are gonna run on what devices and what kind of service is. And that redefinition, I think, is important for any industry leader, regardless of how long you just brought us to the tagline of this show, M C World is redefined. So any comments, How's the emcee doing it? Redefining themselves, I think the emcees a terrific company. Joe's a longtime friend of mine. I mean, I know Joe forever on. It's been amazing to see how it's gone from being a storage company to this federation of companies that have capabilities that are so broad and so diverse. I hope they don't get pushed to do something that isn't in the best interest of customers, but maybe enamored by some investors. The angel of the activist pressure. Yeah, that's always and that that's unfortunate, but I think they have a nice balance now. They have a huge installed base and this competitive pressure so they gotta push that. But I have to. I have to ask, is that? You know, I was getting some tweets earlier about Microsoft, and I know you, you know, you're only chairman of the board executive chairman. But you were involved in a very historic where you were on the executive search committee for the CEO replacement for Steve Balmer, of which they chose sake. Nutella Cube alumni We interviewed at the XL Partners Innovation Summit in Stanford that that's about culture. That's about transitions, about inflection points. And Sister used to mention Cisco. Not similar situation. But Microsoft is the legend company. I think the computer industry like an apple. Microsoft was their big part of the computer revolution. Big seismic changing. You were right there. Just share some color on what that whole experience like for you personally. And if you can share any insights to the audience, I know it's a sense might be sensitive topic. But what's that like? And, you know, the outcomes. Looking good. As he says, he's doing great. What? What can you share? Well, I think it would be fair to say that it was a more consuming process than I ever thought it would be. I went from being a new board member of Microsoft in the spring of 2012 to be in the lead independent director in the fall of 2012 to leading the search starting in the summer of 2013. I mean, I never could have imagine my involvement there changing that dramatically, Nor would I have imagined that searching for a CEO of a company would consume 80% of my time when I was also running a company. So for a period of about six months, it's like athlete right there. I had two full time jobs where I was on the phone all day, every day, trying to get something done for the eye and on the phone all day, every day, trying to get something done for Microsoft as well. It was, I would also have to say and incredibly incredibly exhilarating experience. I talked to some phenomenal leaders from around the world way had hard, long look anywhere we wanted at any CEO or candidate that we wanted, and we settled on someone who was a Tech athlete. We believe that the company was at a really, really important inflection point where over the course of the next 12 to 24 months, we're gonna have to make some really, really important technology decisions that would set the course from Microsoft for many, many years to come. And so, while there was much speculation in the press about this person or that person, and what a great business leader, that person waas What we, as a board concluded, was that what our company needed at that moment in time was a true technology visionary who could drive the strategy of the company because it had assets. I mean, they had a whole search thing that they quote missed on paper. But they had, like you said, they could come back at it again with being the subtle art of assets. Here, Cloud was built out. Everything was kind of like in place for that tech athlete on. And I think soccer has done an amazing job. I'm quite proud of them. I'm happy toe say I have some small part in that, but I'm or happy for the way he has executed in the job. I mean, he steps into the job with a level of humility but confidence that is so important for the CEO of a company of that size, and to maintain that cultural DNA because you have one of most competitive companies on the planet. A question to the point where they had to be almost broken up by the DOJ from the Bill Gates kind of DNA and bomber to continued, be competitive, live in this new era. Really tough challenge. Well, he's he's a bright guy. He, as I said, has great humility and has the respect of the team. And it's been interesting to see the internal shift behavior and attitude with a guy who I jokingly say he has two ears and one mouth and he uses them proportionately. And that's a very important lesson for someone trying to transform a company. You must listen more than you talk, and I think he does a great job. We try to do that. The Cuban we talk all day long way do interviews, but I gotta ask you back to virtual instruments. Okay, gets a good business going on with the emcee Goto partner about the anywhere in the federation of a partner with you as well, say, Is it all Federation? It's mostly through E M. C. And while the em wears of small V I customer, we don't do much with them on the go to market side on the go to market side. We rely more heavily, if you will. On AMC, that partnership has evolved. I mean, from the early days it was viewed as G. We're not sure who you are and what you do and whether or not you're competitive with us today, we have very, very common go to market processes around the globe. I'd love to see them stronger. I just left to cheese office in San GI Joe. We could doom. Or but when it's when it's all said and gone, this is one of the strongest go to market partners we have that's also shared the folks out there what they might not know about insurance, that you could share their hearing this now for the first time and working on the radar future of your business, your division product, extensive bility. Future of Internet of everything. Future Internet of things, whatever you want to put on a big data and the data center now, and the migration of cloud is all here. So at our core, we believe that every large enterprise will inevitably have some, if not all, of their work in the class. So the question is, how do you help them manage that inevitable migration to the cloud by de risking the migration and ensuring appropriate infrastructure performance management. Once you arrive there, we focus on the largest enterprises in the world. So unlike many tech startups, that will start with a midsize or small company and work their way up well, the largest banks in the universe, the largest insurance companies in the universe, the largest of every sector in the universe is a customer of the eye or will be someday. And that notion of solving very, very complex problems is something that our team has great pride in our ability to do that I want to get philosophical with you. You can for second kind of sit back and, you know, have a glass of wine and kind of talk to the younger generation out there with all your history on experience. How great of an opportunity for the young entrepreneurs and CEOs out there right now. Given the the confluence of the shift and inflection points, can you compare this to an error? We on the Cubes say It's like the PC revolution bundled in with the clients, terrorists and the Internet. All kind of at once do you agree? And would you say it? Guys, you have an amazing opportunity. Well, I think example of just how crazy it is. I I was driving to the airport this morning, and what I thought would be our long drive took two hours. Because there's so many people on the road in the Valley going to work. There's just so much going on in Silicon Valley right now. It is amazing. And for anyone who has a really, really great idea, the thing that's equally amazing is there's lots of capital out there to support those ideas. And so I would encourage any young entrepreneur who has a thought socialize your thought, Get it out so people can learn about it and then go get money to support and back that though. There's lots of money out there for good ideas. Lots of money. \ewelry officially taking the time coming out. Your busy schedule. CEO Virtual Instruments, chairman of Microsoft Here inside the Cube tech athletes is a big deal. You are one of the great great. Always have a conversation with you, sharing your thanks so much. Just the Cuban. Be right back with more insights and the signal from the noise at this short break

>> live from San Francisco, California It's the queue at PM World 2014 Brought to you by VM where Cisco, E M, C, H P and Nutanix. Now, here are your hosts John Courier and Dave Ilan. Take >> Okay. Welcome back when live in San Francisco, California v m World 2014. This is the Cube where we extract the signal in the noise. I'm John for day. Volante are 50 year here Of'em world broadcasting wall to wall. Three days of live coverage. Our next guest, John Gill Martin, GM and VP of the Supper defined Data center business unit. Welcome to the Cube. >> Thank you. Glad to be here. >> Yeah. So this is an area. That may be mean. Streams. Not on top of what we love to geek out stuffing. Find data center Two years ago. Maybe three years. Feels like 10 years ago. See your acquisition and Martine's been on multiple times. Suffer. Virtualization really has set the agenda for what's going on in the data center. And remember, it was very much a buzzword. Std. See some fun data center. But now it's becoming a reality. I want first question get your perspective. Is Where is the meat on the bone right now. This year with somebody find designer. What is materializing right now in market that's available in happening >> has been fantastic, because if you think about our customers, they're all trying to move to this notion of self service. Cloud help the developers be more agile, be more productive and soft, defined clearly the right architecture to go do that. And the last year has really brought us the last couple of pieces to go. Make that a reality, Obviously never. Fertilization is a huge component. Delivery of NSX is really brought us a kind of leaps and bounds forward around that. The adoption of that has been great and then now a virtual sand as well, just to bring soft defined into the storage space. We were seeing a tremendous amount of interest. You take all of that, you fully virtualized your infrastructure, and then you bring management on top of that automate on top of that and really, now we have the ability building self service files inside the enterprise. Start to meet the meeting with developers, and you have this kind of a self service agile idea. >> It's almost as if you change in the airplane engine out at 30,000 feet with summer defined data center, people said on the Q bond. It's very difficult, but I want to get your perspective of where the pressure points of innovation are coming from coming from the APS service containers show the app, sir, setting the agenda were close. Now diversities another variable. It used to be the infrastructure would enable on top of it. Now we seem to be rushing down from the top, and this dynamic provisioning environment seems to be this DEV ops requirement all that's in place. So how do you how do you How do we talk about the innovation of the pressure point? What are those pressure >> points? Yeah, well, as you point out, it's really about the applications and the requirements of applications. And pushing down on the infrastructure, and in particular, is you look a kind of new style cloud native applications, which tend to be a bit different than traditional laps. They asking different things the infrastructure, and that's asking. Your developers are asking to do different things than necessarily what kind of fish in a lapse of required developers are looking for portability. They're looking for agility. They're looking for a difference that a tooling really. And you know they want that experience where they go to a website that Newton A P I and programmatically spin up infrastructure. And so that's really what enterprise like the organization's now our challenge to go Dio is to go provide that type of investor, actually support that for the helpers. Technology today is fundamental to the business model of every company out there. Used to just be about back office operations. Now it's really about the marketing organization, the sales organization, product development organizations. Every part of the business depends on technology is changing business models, and therefore this is really what's asking Iike organizations to be much more responsive and to do a lot more than they initially ever have in the past to support the business, to move >> quickly. So in terms of network organization, So how much is that? A part of this new model >> in our virtual station? Cooley a critical component to this right and, you know, a super interesting. When we first brought out NSX last year, a lot of value proposition was around the speed agility. And if you look at the big cloud providers, you like the big financial firms. That was the kind of primary motivation. Initially, we still see that a lot. It's been interesting, though, the last year to start to see the value proposition for network organization really shift. And if you're looking more than mainstream now, it's really a lot about this notion of micro segmentation. This notion of how do I bring security from that used to just be in the perimeter and start to bring that inside the data center. And that's been driving a lot of the interest and be able to get security controls all way down to the PM and the application >> itself. Just on Fridays. Pregame crowd shot we had Steve Perrin chimed in, Gone. The security question. I were the big opportunity for start ups, and he said Security. Yep, and it's really not about perimeter security anymore. It's about something else. Could you describe what he means by that icy perimeter? Security was the old way. Secure the perimeter. But people are getting in. Protect the queen with a moat. What does he mean by that? And why do you say that opportunities there? >> Yeah, that's the traditional model of security. The data center is you put up this big as you said moat around the data center, and you hope that no one get over that The problem was, if someone did, then it's all exposed on the inside it. And so the notion now is how do we bring security inside the data center? Protect those applications. But in order to do that, you know that traditional models were doing that, or just two operationally complex or too expensive just can't do it. Physical systems. So the beauty of never quit realization use and start to bring that in inside the data center, bring those security controls the BM and do so in with enough automation and policy based on mation that it's operationally feasible to manage. >> Well, what about the flip side of that? When the queen wants to leave her castle, >> how do >> you secure that use case? If I'm making sense and >> I'm not sure I understand. >> So Okay, so you get queen being the data, let's say and the data by its very nature is distributed. Right? So, um, okay, protect the perimeter. That's that's not enough. Now I can go deeper inside the data center and provide tools to make it simpler to deploy. Or if Aiken, you know, find a problem faster toe to solve that problem. But it's the data starts to become dispersed. How do I create a security model on? Does this software defined data center Help me do that. Accommodate that dispersed data that distributed data model? >> Yeah, because I mean the great thing is as you bring security controls into software and set it in the hardware, then you can travel and be part of that application. And actually, as the application moves or the date of that application moves, you can tie the security policies. The application itself >> was an application centric data centers security model, >> and it's and it's a platform also that you know, an ecosystem is building on top of to go, bring even deeper set of security capabilities. And top of you talk about the startups you're talking about a second ago, you know, it's this whole platform doubted for innovation. On top of that, you could bring really interesting ways of thinking about new security. >> Two years ago, when Pat Gelsinger took over as the C E o m. C. Had a financial analyst meeting, and Pat was part of that of your new C C F O stood up and talked about tam on gave a really good Chris presentation run that. I'm sure you're seeing these slides a lot. We see them as analysts big, big opportunity for VM wear, and a huge part of that opportunity is the software to find data center. So I wanted to dig into that a little bit. Specifically, when I look at things like Tam, I say, Okay, what's the business case? Because the business case is gonna ultimately determine the degree of the rapidity of the adoption. So I want if you could talk about the business case for the software defined data center, maybe compare it to sort of phase one, which is, you know, virtualized compute. Yes, this case was enormous. It was a 10 X value proposition. Is this bigger? Similar, Smaller, twice as big when we could talk about a little bit. >> And when you say business case obviously thinking about from the customer perspective, >> Wellit's, either I'm gonna cut costs or I'm gonna create some other kind of incremental business value. Other. I'm gonna drive revenues. I'm gonna reduce cycle times or introduce the lap times timeto value, et cetera. >> Yes, that's the interesting thing is often find data centers really kind of hitting on all of those things where the key motivators is really moving faster and be able to reduce like a times instead of four weeks to deploy an application. Let's get it down to a couple of minutes. Let's be able to meet the needs of developers to do Dave off style soft development. So it's all about speed and kind of driving revenue from the back end. If you start to think about the operating expense and capital expense, so shoot with the infrastructure. You can start to address those pretty aggressively, you know, if you think about virtual sand, for example, it's all about a different operating model for deploying storage virtual machines, its applications centric and V M Central, and so you can reduce the amount of time that initiators of spending, managing infrastructure and get them focused on the energy and kind of applications. So, one way to address topics, or if you think about the capital expense, what we see now you've done quite a bit of analysis is by virtual izing network fertilizing storage you can actually get down to anywhere between I think it's 35 49% reduction in the total capital expense of building your data center. So really significant opportunities to reduce costs both on the operating expense side through automation, but also the capital expense side by moving more intelligence into the hardware itself so that just like with virtualization, if you go back, you know, 5 10 years virtualization was a very simple capital expense story here. Now, where we have a story that's well, much broader than that, but still inclusive all those kind of capital expense benefits. >> I gotta ask you about competition. Just chicken out. What's going on around the conversations? Um, obsolete VM where staking their claim out Amazon on one front. But Microsoft's a player in the enterprise. So what do you guys do? These of the Microsoft partner frenemy. They're in there and start stuff. Our players got plowed. So how do you guys look at those guys? You guys too far down S o. >> You know, with Microsoft? Yeah. At this point, we still are. Let's see ourselves. It's really kind of leading the way around sort of virtual ization. And that's really been the kind of core in the foundation which we started from, and we still have tremendous set of capabilities there. And so that's kind of a starting point. And then you build off on everything we're doing around network fertilization, everything you're doing around soft defined storage, really a very differentiated set of capabilities and your eyes really unique set of capabilities from be able to build that whole virtualized infrastructure, then your episode of management capabilities on that that are increasingly header genius in nature. And we have this ability to kind of extend the data center in unique ways, you know, managing automated here but extended after the cloud as well. So pretty powerful set of kind of technology. >> Car legend Box said that VM wears it is a data center automation company. Um, should he added orchestration to that, too, or talk about that. What is data center automation company mean? Because he's referring to the South to find a descent course cloud certainly is automation, orchestration and the cloud, but from your in your world What does that mean? >> Automation is really about taking a lot of the manual activities that United Administrator or anybody else who's spending time infrastructures does. And let's run that in software. And that's not tie ourselves to operations that are specific, proprietary pieces of hardware. Let's get to a model where everything could be automated through software. We could get the scalable models of deployments and operations naturally, what automation means. Automation then allows you to start to move at the speed of business rather than being tied to the kind of infrastructure in the hardware and everything else underneath. >> So the other quote from Carl was awesome, by the way. Great interview, he said. How glad the customers still on friend. Okay, I buy that you have a zillion customers, a lot of Amon prim. Why not private club or private cloud is today? Or his private cloud, the halfway house or a way station to the hybrid cloud? So talk about that dynamic. You know, summer defined data center at the end of the day could be software driven. The end of the day is still a data center. You still have a data center somewhere where the damn ploughed or on Prem talk about that on premise dynamic. Yeah, >> so, yeah. Ultimately, if you think about kind of hybrid Cloud hybrid Cloud is really the combination of assets that you own inside the data center, along with assets. They're sitting someplace else. And you know, the motivations for that are I want to be able to think about how do I optimized? I want to think about how Doe I optimize my choices, a placement for projects that are either short lived, etcetera. And so there's a set of applications or projects where makes sense to go rent capacity. But if you actually look at the total total cost of ownership inside the data center, you can actually get too much better economics by owning the assets yourself, building on top. So there's definitely a ongoing and continued rule for the private cloud. But there's a very clear you said the use cases for extending periodically into the hybrid cloud. So, really, you know, let's combine both of those that could boast best of both. So let's do that away that seamless. So we really treat the management. The operations of everything is the same, regardless of whether it's inside or outside, right? >> So I mean the buzzword. Bingos all getting resect is the new new new names Air coming out of that re naming convention? I gotta ask you about kind of specifically around the suite that Pat talks about talks with sweet. So I just don't understand how that parses out relative the hyper conversion and describe to the folks what is hyper converge. That's the new buzzword I know. I know. Hyper scale is a hyper scale with convergence. Is that Web scale? So what you guys to find hyper converged as hyper >> converged is, in our mind, really kind of the coming together of prescriptive hardware definition with software that's preinstalled on tightly integrated so that it's really easy to get to time to die So you could get up running virtual machines in less than 15 minutes and do that all with kind of a prescriptive design, guidance, prescriptive kind of price understanding and a single support organization that call and get support. If you need help on, that's really >> built definition right here, up and running with >> 15 minutes right and one of the key enabler. So that is the sphere and other key enablers virtual sand and really building all that and types of inside. One of these kind of off the show, >> called Converge, Prepackaged, converge on purpose, built, converged essentially. But that's where it's going, right? That would be me. That's >> where it's headed, right? And it's so it's really about making it easy for an organization to get up and running, get person machines deployed super quickly on, then be able to expand that in a building block way that's expand very quickly and easily. >> John Gill Martin is the V P and general manager. Somebody find business unit for the M. Where, um, tell the folks out there the last word he had in the segment. Um, what's the biggest misconception of summer defined data center in context? Of'em, where >> I think the biggest misconception is that it's something that's far into the future. The reality is this is something that people are doing today. Technology exists. We can build this, and you know this is the way in the architecture that everyone's headed down doors. >> And what's the one thing that you could share that they might not know about you guys? It's a very positive thing. >> Well, you know, I hopefully people saw all the announcements and work we're doing around open staff, for example, Really looking to bring these types of open a pea eye's been a neutral AP eyes on top of this soft to find platform. And yeah, that's a big news item for us. I wanna make sure that everybody saw that. It's a big part of Webber Head >> Open Stack and Dr Too Big Documents. Relevant news pieces exactly. Gives the app developers essentially access to infrastructure without being infrastructure. Guys. Right, that's fundamentally >> again helping enterprise guys set up in infrastructure that developers can access. Programmatically. That's >> John Gill Martin inside the Cube. We're here live in San Francisco for the emerald 2014. I'm John for what David wanted right back after this short break

>> wait. >> Okay, We're back. Live a V M. World twenty twelve. I'm John for the founder's silicon angle dot com. This is the Cube silicon angle dot TV's flagship telecast. We go out to the events and extracted signal from the noise CEOs, entrepreneurs, analysts, marketing people, developers, whoever has the signal, we want extract that share that with you. We have a special guest today. Frank's Leutnant is a sea of service. Now again, I'm John Furry. I'm joined my co host >> of Dave Alonso, a wicked bond dog. Frank, Last time we saw Europe on the stage, you had these glasses on the hat. Remember that, Elwood? So, uh, welcome to the Cube. First time on Thank you. Too many of'Em worlds. I'm sure. A little different angle now. Yeah, Service now. Very exciting. Just went public solving a big problem on DH. Added again? Yes. So tell us. How do you feel? >> That's interesting. A lot of people ask me, how did you end up in, you know, in a in an application software tap a category you spent all this time in storage. The reality is that most of my life, you know, being in the application, development, dusting and system management. So this is actually close to my wheelhouse. Stories was actually a pretty good diversion for me. Careerwise >> service now, relatively, you know, not not a household name but solving that problem. Really, There's no system of record for i t. What activities air doing? Whether it's finance, it's whether it's application portfolio project portfolio. You guys were attacking that whole nut with a software service model. I mean, it used to be a lot of point tools to do that. And you guys seem to be having a lot of success bringing that all to the cloud. >> Yeah, the irony is, is that you look at all the corporate functions, you know, finance, sales, marketing HR, I sort of ranks, you know, last or near last in terms of management sophistication, right compared to the other functional areas, because the most mighty organization have to show for themselves. They helped US management system for their work. For right now, they are to keep track of what's running in their their operation, and that service model is typical of infrastructure providers. Right? You see it, you know, with tell coast like looking t you see it with power. You tell these, like PG and E their infrastructure providers first and the service model. It is not particularly compelling, right? So what we tried to dio it's really take it from a D M V style service model standing in line waiting to be helped. Do you want this more like amazon dot com, where I help myself, It's into it. If it's online, it's productive. It's where I want to go. Teo to make requests as well. Let's receive service >> So you're selling primarily to the organization. Who you sell to in the theory is that the CEO is that the project management offices all the above >> as the servicers management is a very well defined center of responsibility in i t organization. So there's always a group of people who is in charge of that that disciplined. They're easy to find, But CEOs are always involved, and the reason is these air very high profile system rollout because everybody in it is an actor or participant, the workflow as well as the broader employee population, the enterprise, touchy systems, So you better believe that people are sensitive about this being a successful practical and it looks more like a neo system. Dan. It does an infrastructure type system >> without the AARP complexity of it. >> Yes, it's it's a mixed >> metaphor, but so So here are your roughly a hundred fifty million dollar company, you know, annualized, you nice market. >> Either way, we've we've guided to about two. Thirty five, >> thirty five this year. Okay, Great. That's >> want to make sure that their investors don't get >> background. We're sorry about that. Es to thirty five, which is why your market cap about three point six billion. I think >> way had about ninety eight percent growth and buildings in the last quarter. So the high growth, obviously it's what drives >> what's driving that. So how big is the business that you guys playing? What's your tan? >> So we think that the tam just for the narrow definition around service management is a is a multi billion dollar opportunity Because of the nature ofthe work flows, we're also expanding into the operations management area. Right? This is this is where HP lives and BMC and IBM and CIA with these very large open view Tivoli Well, because their work flows between services system management are all becoming integrator that used to be suffered spheres. Not anymore. >> And that's an enormous market. >> It i d. C. Thanks. It's about a thirteen fourteen doing dollar market, and then you have the platform is a service opportunity because our customers have just gone wild, building all kinds of spoke applications on a platform just because they could. So >> you kind of betting on the intersection of systems management, operations, management >> and the platform. >> Okay, and it's kind of jump ball, really, with the dynamic of the cloud coming in, isn't it? In terms of the competitive, it's >> Ah, it's interesting because we look another assassin categories like HR marketing. You see a whole host of players you're looking in our category on the only breakout play there has been serviced now way have predominately compete against legacy vendors, people that I just mentioned. So >> you've got some experience doing that I want >> I want to ask you about the discipline side of the market. You guys are public companies, so yeah, you're out there is all exposed and then talk about some of the product directions because out yesterday they were really showcasing the vision within VM where old way a new way, a access APS infrastructure. You know the classic in the old way. New Way, Modern era. We've been calling it in your world. You're actually replacing some pretty old stuff. I mean, I remember back in the late eighties, early nineties health testing people had that's headsets on and, you know, homegrown software developers and quit a lot of this legacy kind of mindset. So first question is, Is that true? Is there still that much baggage in that services business? From an infrastructure standpoint? And the second part, the question is, what's the new stuff that's really disrupting the market? So in the new way, what is the key features that that's happening in the services industry? >> So, you know, I already started to allude to it, right. So you want to evolve that service model from that help death centric DNP style of service experience to one that's on the line looks more consumer style. You know, the way we've learned from Apple and Yahoo and Google and people like that help yourself. If you have a problem at home with your apple TV, you're really gonna try and call Apple know you're going to go online and you find years of communities you get Teo answers ten times faster, that weight and then following these needy old models the way you reference there is an awful lot of that still living in the world off because they're focuses infrastructure, not service. That's change it, right? I mean, CEOs, I read somewhere, have a shelf life of about eighteen months, right? There's incredible impatience and dissatisfaction with how that function is running. It's costing too much money in the service is not exactly to to write home about. People are really ready to move their service malls. >> The largest answer was, Just hire someone else to do it. That was the outsourcing boom, right? So that's still brought problems, right? Legacy. So how is that still in play? So if the notion is okay, outsource it, and then the outsources has some warts on it that's got to be tweaked. What's the new version? Because you know amazon dot com and you know this new environment availability, instant access, the information we don't service etcetera is that changing it >> way believed that the move to cloud computing is really going to change the role of the CIA, all right, because infrastructure is going to become something that's behind Courtney, and it's becoming less of an infrastructure centric job. CEOs and T organizations become Mohr service engineering organizations, people that understand work flows. People understand how to automate work, flows right out. And, you know, I know how to run a database or a network or, you know, all the security dimensions and so on because we're just breaking as an industry. There just isn't enough competency and skill sets for everybody to be confident at the level that we need to be at structure. It's not scaling, right. It's sort of the way telephone switching centers were in the nineteen fifties >> means one of those things to with the CIA. Attention, I'LL get to that later. But now, with big data in real time analytics is more pressure on the service delivery side. As a business driver, you seeing that pressure as well, or is it more? We just gotta fix it now. I got to do it >> Well, nighty organizations in the lift from one crisis to the next, completely event driven, you know we haven't out its were all over it. Trying to restore service on DH. You know, we sort of live that life day in, day out. But I've never changes right So waken get ahead of this game. You know, if we start structuring, you know, the interaction model that we have with our users how we communicate with them. I mean, simple things, right when you were, you haven't out it. It would be helpful if we were able to pull status. You know, every twenty minutes us to what? What we're doing, What's going on. Right? But having infrastructure be ableto push data out? No, like that. Most organizations don't do that. They live pretty much in the dark, >> so share with our audience out there. That's watching. We have a lot of professionals and data scientists and analyst type audience that we've that we've that follows. Looking angle with Yvonne on DH. Some CEOs as well on early adopters share the folks out there. The pitch, How bad is it that their environment and how easy is it to change? It is just a norther. A magnitude sense of is a turnkey. How do you guys roll in? What's he engagement look like? It's not as hard as the things that most people might have the opinion. I don't want to get just ugly. It's painful or is it not painful? Is it quick pop now? Is it like how fast a roll in and out the infrastructure that you >> the's are extraordinarily sticky systems the system that were that we replace >> your systems of the old systems. >> The old systems are on the reason that they've been around for ten, fifteen years. They're very difficult to replace. And if you look at our girls, that's certainly testament to our compelling. The value proposition has been people have said, you know, a pain is becoming unbearable and be the view of the promised Land is looking pretty good, right? So there's both an incentive to change and to move, and secondly, there is something to move towards that is this compelling inspiring. And it really is going to change my game right, because now we tell people said, Look, if you just tryingto get to a snazzier, more modern help desk, we're not your guy, okay? Because we don't find out a compelling vision of the world. We wantto wholesale transform how you deliver service just >> take us to some of those cats you were talking before you came on about your growth tripling inside. But talk about a zoo company, which is a whole nother conversation. We could talk about it yet you have expertise in, but talk more about the customer deployments. You got some fresh funding with the AIPO. You're geared up. You go out to the market place. What are the conversations like, What are some of the stats and one of the conversation with the CIA? >> Well, the CIA is obviously are interested, first and foremost of the transformation of the service model, right? I mean, we have to get Teo service experience that's more reminiscent of people experience on the consumer side. Now we typically have to do that, that an economic equation that's very similar to what they're having right now. They're not interested in spend more. They just want to get completely refreshed, you know, platform for similar amounts of money that they're already spending because Versace, you know, we're not just taking the software, not off the after after table. We're also taking the entire infrastructure, all the operating staff, everything it takes to run that environment becomes ours, right? It's no longer in the I T department, so that looks pretty compelling to them. >> How about some of the numbers in terms of uptake with customers recently? What's the growth rate was? Can you share some numbers? >> Way have about twelve hundred price customers? We had about one hundred twenty seven the last quarter. That's that is a huge number of customers. Tio Tio ad we have. Most of our focus is on global two thousand enterprises. We have about two hundred thirty global two thousand enterprises, and they're all you know who's who names that, that people recognize Starting up Ticket's been been strong. We're running very, very hard to make sure that we have two services infrastructure. Both there's people and infrastructure to be able to accommodate that. >> Well, I'm excited to interview you because I want to ask you kind of more of a personal question. And although we just met for the first time here, your name's been kicked around as kind of a maverick operational executive who knows how to scale organization. So we're in kind of living in an era where the business value focused, whether startups and has been a lot of talk about, you know, the Facebook idea, the young kids under thirty running a billion dollar market gap, companies trying to actually move from hyped to real scale. And Palmer. It's made a comment yesterday kind of dissing Facebook of in terms of the value proposition relative to say, you know, bm where. But the question I want to ask you is, um, what's your success model for scaling an organization on DH for the younger execs out there? And for people who don't know you just chairs up on the camera? What's your philosophy as the repeatable sales, lower cost leverage model? I mean variety of different kind of ingredients. What's the Franks Lukman formula for success and scaling? Bringing a product to market and growing it? >> Well, the first order of business for for a start up venture of any sort is growth. I find that a lot of people come on a business school in trying to balance girl for profitability. Um, that mentality makes no sense to me, right? It's economics. Before accounting, accounting becomes the bastardization of economics, we run our ventures cash on booking their economic concepts, not accounting constructs, right people are trying to show profit prematurely when they can invest that money to grow. We tripled our head count over the last year. We got very far over our skis. No, we're burning a hole in our gas pals but were very clear with investors that look, we are still increasing our productivity for head. Why, when we apply to resource is to grow this franchise Growth expands our multiples, expands valuation. That's what everybody is in the business for, so so sort of summarize. Knowing your question. Most people hold back on growth, and they don't really know why they're not all out trying to drive growth and the reason that growth is so important. You need to be a breakout player. Nobody wants to be the in between player. That's neither fish nor fowl and doesn't become a dominant entity into space that it wants to be in >> and have the financing in the dry powder behind you that you were a venture capital Greylock, which no something into about investing. So that's also important part right? >> Well, you don't. That's why I said to you manage on cash you managed on bookings. Those are the economics in the business essentially, >> and you've been looking up, have some really good finances behind you, trust you who get the concepts and that's key well, continue in the right >> way went public. We also explain to investors Look, this is what we're trying to do, and this is what we need you to buy into. Otherwise, find somebody else's talk. So >> what is the going public affect? You know the perception amongst the CEO's when you chose to list on the way we had them on earlier this week? But how is that affected? The brand perception? >> That was the whole reason for us to go public, right? We didn't need to cash liquidity. Obviously, it's good for employees and investors when I pose fundamentally a branding event. You know, I used the analogy. We went from playing on Saturday to playing on Sunday. You know, all of a sudden you know you're transparent, you know, all the all the thud that gets spread about you by competition. People cannot punch you up on Iand. See what the truth is around your balance sheet. You know how abot your last quarter was? It's been three. I po was tremendous for us from a branding standpoint, >> and you've been known Teo have a reputation of really getting the product in this case, the service, right? And then really getting aggressive on the sales side. Can you talk about what you've done in the sales side? I know you've aggressively hired. >> Yeah, we You know, as I said, we tripled our head count. We went from three shells. Reasons to twelve insight. One year we spread out all over Europe today. This is a ground war. You need an army to fight it. This is not Facebook. We cannot sign up annoying people in a week. It is a business that runs over the ground so you cannot scale and drive growth business unless you have two people to run it. >> And you're selling belly to belly. That right? Absolutely. So you know, >> we're going through the front door of the elevator >> way. Okay, We're getting the hook here. We're getting hooked, but I have to quit final questions. One is just put a plug out there for service's angle dot com that Silicon Angles separate publication. We launched last year, thanks to E m. C. For helping us sponsor that but really dedicated to the new era of services. And there is some disruption. We're excited to cover you guys, so I just wanted to say Go, go check out sources angle. So Franklin asked two questions. One. What's the big disruption in the services business that most people aren't getting right now? General, you know, man and tech on the street, not the insider inside the ropes. So that's the first question. The second question. What's your goals for the year? For the business? >> Well, the interesting thing about the services business is how it's one of these areas that is sort of the least automated. Write. It runs on the concept of institutional knowledge. Phone conversations, informal communications, email and the frontier in service management is that those become software automated structure processes that is not just happening in I t able sticks. It's happening everywhere, right? What do you want to request? Food. You know, from the hotel you knew what a Virgin America, right? You know, request from your seat, something that's just, you know, on an example of how >> that's the story, you know, debate about that. >> That's how it's gonna go, right? So services it's going to become, really that I call the service fabric right? Essentially how thes processes get conducted. So we're super excited because our platform sits right in the middle of that trend and we're going to try and make that trend. >> It's eleven. Platform to the economics are fantastic and no real customs agents were brought up exactly so good margins. >> And it's just >> like the stock immediately. >> It's much more scalable in the district. Disintermediation. You know, all the all the manual effort goes into this. >> Okay, so now I know your public CEO and everything now, so you really can't be as wild as you could have you a private. But what's the outlook for year? Your personal goals for the year >> Wait, given guns from or get one quarter for years. So check with your favorite analysts. >> Okay? Growth is on the horizon. Congratulations. Frank's been great to have your leadership in the Cube. Thank you. Time Cuban great to have you. This is silicon angle dot coms. The cube will be right back with our next guest, Cynthia Stoddard from Netapp CIA, Another CIA. We're gonna get into the trenches and hear about the transformation again. We'LL be right back