Krishna Doddapaneni and Frank Reichstein | Aruba & Pensando Announce New Innovations
>>Hey, welcome to this continuing coverage of the H P E Aruba. Pensando announcement. I'm lisa martin. Hopefully you've seen by now the announcement from john and Antonio, we're going to get into some technical details. Now I've got two guests joining me. Please welcome Krishna Otopeni, the VP of engineering at Pensando and frank Reich stein, senior Director platform engineering from HP Aruba guys welcome to the program. >>Hi lisa. >>Hi lisa. Thanks for having us. >>Sure. So we're going to, we're going to dig in here. You guys are tasked with bringing these two worlds together, christian. Let's go ahead and start with you talk to me about the announcement why this is so significant and then we'll dig into the technical details. >>Yeah. So as you know, right, Pensando has been in the market for a couple of years right now. Um, and we heard a lot of success with the cloud providers and we're also working with be a million project Montreat. Um, so what we learned in the last couple of years, we're trying to take all the lessons and I was a little bit going to what, what we learned with the crop, your providers. So we took a dsC card, which is a B C, a form factor, the customer takes dsC card inserts into the, into server with various forces and hypervisors. So it's really exciting that the BSE is in production with some of the providers already and some of them were taking to production in this calendar quarter and we also have in connection with that first generation BSC cards a couple of years and some of the biggest banks and storage platform providers. So, so this is kind of a big deal for us because we are starting with what we call a D P U. Uh that Pensando is bailing which is the latest generation of it is called code named Alba which delivers the software in silicon program ability while matching the performance of hardware. So internally the DPU has the tight integration between special purpose processors that consent of what we call mps and a general purpose processor like arm course where we do the management and control software and with tied together with offload engines like encryption and compression. The key takeaway from this platform. Their consent of belt. It's it's programmable at all layers Either by Pensando or our customers whether it's in data plane using P four or control and management plane. All right. So what we learned while developing this platform and taking this production with the public cloud providers, we realize that the platform and architecture is not only very highly scalable with very high performance with respect to, you know, packets per second or stable connections per second or NBA me I ops but it's also adaptable like a very rapid paced. And another key lesson that we learn from our cloud partners is that the new devoPS model operations is as important as functionality. For example, the importance of creating the DPU pipeline the subsequent guarantees or providing Hatch uh first fateful connections so that in some cases the component fails, there is hardware or software customer doesn't have any disruption in his network or storage operations. So we took all the ski lessons that we learned over the last few years. And then we are building a new platform partnering with Aruba team which is very high scale with very high performance at the same time, tied with very good operations um that you know it comes the best of both both platforms from the pew side and from the Aruba side frank they want to add on the Aruba platform side. >>Sure, yeah. So the Aruba networking team has been building network switches for the past 25 years and we've been following all of the trends and evolutions over that time frame. And as we've gone through a few years ago we decided to make an evolution of our operating system to scale it up for the modern needs of the modern world. And this included doing things like designing with a micro services oriented architecture to provide for a high degree of resiliency throughout the product line. And then being able to extend that single network operating system from the core to the edge of the network. As we've been partnering with Pensando, it came very clear that the evolution of the network the next step was this form of a deep, you integrated into that top of rack switch to provide a deeper and richer feature set and what has traditionally been available in your top of rack switch. And so this partnership has enabled us to leapfrog but has been traditional top of rack functionality and add to it. Things that previously were not attainable in that layer of the network >>frank. Continuing on with you. Talk to me about some of the technology requirements and challenges of designing and engineering and delivering the industry's first distributed service switch. What were some of those? >>Sure, sure. So a lot of the challenges around integrating this type of solution come down to how to ensure that you have the highest performance possible and maintaining high speed of performance when you're now introducing an additional pay hop within the network topology inside of the switch, a lot of that came down to integrating the background and skill setting capabilities that come along with osc x that were made it quick for us to enable a new piece of functionality within the architecture and then a lot of credit has to go to the Pensando team for the richness of the feature setting capability set that they have within that DPU product as it stands >>christian, let's go ahead and dig through some of those core features and capabilities that are really going to be benefiting customers. >>Yeah, so basically right, uh taking a little bit of step back, we started with the dsc market from Pensando perspective where we wanted to put gPU in every survey and we obviously have success in enterprise customers and cloud customers that we discussed earlier. But we also learned a few lessons while deploying DSC and enterprise markets in the sense that enterprise markets do not need the performance of every DSC at 200 G full duplex network services for every survey. And also you know what makes historic key is that you know, there are a lot of brownfield service in current enterprise data centers where customers do not want to open up a server to put the DSC in. So we wanted to give a product with the form factor that frank is talking about and technology that's very familiar to every IT department given the Aruba Lois uh in a deployment in data centers. And also as I said earlier, what we lessons that we learned, we came up with this taking this production very deep you software and hardware which is deployed in public clouds. And combined with those features that that have been rapidly evolving uh through multiple Aruba releases into enterprise data centers in a switch form factors. So what we think is by doing this taking the best of both worlds. We're creating a new product category that is not that is for the features and capabilities are not available in the market from any vendor specifically providing state full services at every tour without the complexity of the service redirection because today's data centers if you want to install services. It's a it's a lot of effort operator to bring in those services. This obviously also has a great operational model, great TCO and the functionality that customers that you never see in tar before. For example, in the first release we are providing state full firewall with the visibility at every floor level that goes through the tower which never existed in the market before. >>New product category. That's a big deal christian. Talk to me a little bit about how long you guys have been at this, you were in stealth mode crack that open for us. >>I mean it has been a less than a year but of development that both teams have been doing and we work very closely together and we meet I mean for sure at least more than a week uh you know, more than once the once a week between uh frank's team and you know, and send it to them and there's a coordination between the sales team and the marketing team and the go to market team and then how we sell it and the manufacturing team, there's a lot goes on in building this product. I mean we believe this is the fastest uh tard new generational product that we built because because we could do that because the experience of both the teams trying they want anything more to this one. >>Yeah, I think that that really goes to the point here. The capabilities and maturity of the deep you solution that Pensando was bringing into the solution really allowed for a very fast and seamless integration on top of that Aruba, OsC X and the platform that we built there with automated Api generation and integration with our Aruba fabric composer orchestration layer really created the capability to make things go as fast as possible for this development effort And so to really take a new product and define a new product space within a 12 month time frame has been a really exciting and impressive feat by both teams. >>Very impressive considering the challenges and the dynamics in the market and the global market that we've had frank. How big of a lead do you think you have on incumbents here? >>I think we have a substantial lead on the incumbents here. I think what we're doing is a fundamentally different take on how you do a top of rack switch and the capabilities that we're bringing to bear at the top of rack are fundamentally new and differentiated from what the competition has been thinking about. So I believe we have a substantial lead on the competition. >>Excellent chris to talk to me about what's next? What's the future? I have some secret sources that tell me that john and Antonio are meeting regularly pushing you guys, what does the future hold. >>Yeah. So I mean obviously this is the start of an exciting journey. There's a first platform you're bringing to the market jointly and obviously we like a bunch of form factors without upcoming road map. So additionally I mean the software in silicon performance that with all the services that we deliver a software means that scope and scale of the state will services that we can deliver and evolve over time whether you talk about security or encryption or state flat or load balancing or d does all of the services and then you know hybrid connectivity. So obviously you know there's a lot that we can do with this platform that will be driven by with the partnership with our customers. We also see that you know the market of all where you know all the customers we'll have some customers will have deep us in the service and some customers will use the new platform that we're bringing together. So we won't have all the management start to make sure all of them can be managed uniformly and any time you know you this is a major step for a new category of platform and architecture we're developing jointly with the rubber and I believe this will be a huge opportunity for both the companies and our customers and this is exciting times ahead for us >>and talk to me both of your opinions here where can customers go to find more information, how can they get started frank will go ahead and start with you. >>Yeah you can jump straight to Aruba networks dot com and dig into the feature sets and packages that we have available with the Aruba 10-K product line direct from there. >>Fantastic christian anything to add >>that is correct actually. So we are treating it as one product coming from both the companies. All the documentation is where you know, frank pointed out in Aruba website, we put all the documentation at the same place and we're supporting it as one unified product from both the companies. >>Are you seeing any? We've seen so much change in the last year and a half. Last question. I'm just wondering if if either of the HPV riverside or the pence underside is seeing any industries that might be really prime to take advantage of knowing how many industries all have been affected by the events of the last year and a half christian any thoughts there? >>Yeah, I mean if you look at it right and obviously all of us are working from home and now everything happens, you know, mostly at the edge, right? You know, and we are in that this platform will help us get there where we get security to the edge and we get more visibility and more services to the edge. Right? So I mean that's what you know Pensando is all about and hoping that you know, this is uh this journey that we started with the D. P us, we go with this platform and it will ever all and it will help customers, our customers and our partners leverage all the functionality that, you know, Pensando and the rubber can bring together. >>Well guys, congratulations on an enormous feat accomplished in not just a 12 month time period, but a very challenging 12 month time period. We appreciate you guys breaking down the HP Aruba Pensando announcement and more technical detail. Those can go to learn more information and again, congratulations. >>Thank you. >>Thank you very much lisa >>for my guests. I'm lisa martin. You're watching this HP Aruba Pensando announcement. Thanks for watching. >>Mhm >>mm.
SUMMARY :
the VP of engineering at Pensando and frank Reich stein, senior Director platform Thanks for having us. Let's go ahead and start with you talk to me about the announcement why this is so significant and then we'll dig tied with very good operations um that you know it comes the best of both So the Aruba networking team has been building network switches for the past 25 and engineering and delivering the industry's first distributed service switch. So a lot of the challenges around integrating this type in the first release we are providing state full firewall with the visibility at every floor level Talk to me a little bit about how long you guys have been at this, team and the marketing team and the go to market team and then how we sell it and the manufacturing team, maturity of the deep you solution that Pensando was bringing into the solution really How big of a lead do you think you have on incumbents here? So I believe we have a substantial lead on the competition. that john and Antonio are meeting regularly pushing you guys, what does the future hold. So additionally I mean the software in silicon performance that with all the services how can they get started frank will go ahead and start with you. and packages that we have available with the Aruba 10-K product line direct from there. So we are treating it as one product coming from both the companies. events of the last year and a half christian any thoughts there? know, this is uh this journey that we started with the D. We appreciate you guys breaking down the HP Aruba Thanks for watching.
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Alan Weckel, 650 Group | Aruba & Pensando Announce New Innovations
>>mm we are back and with us now is Alan welcome from the 65 oh Group 650 is a market research company and their specialty focus areas are cloud and IOT. They look at growth markets, They also look at the broader communications and information technology industries. Alan has been a leading data center researcher for over a decade and an enterprise class switch designer. So he's got the chops in that in that sense. Alan, welcome to the cubes. Great to see you. >>Great. No thanks so much for having me looking forward to discussing this with you. >>Okay, so let's get right into it. I mean what is your initial reaction to this announcement? The news? What do we need to know about it? >>I think this is an amazing product. We're heading into a whole new class of product here. Something that can address future designs. So if we look at kind of data center switching in the market, we've been looking at market where we created a new class of category about 15 years ago in data center switching. And we're at a point where we need to start looking forward in the market to address new use cases and sort of customer pain points out there. >>So how should we think about this new category? What's your take on why this is necessary. Why now? >>Well, I think again, if we go back in time, about 15 years ago we created data center switching as a category and the reason for that was we had purpose built products to address a unique use case. When we look at now we have a new use case forming whether it's sort of multi cloud Or how we're deploying applications and security things are different and we need a new class of product in order to address that. And if we look at kind of the opportunity here, we're talking about a market and a class of product that's going to do north of $10 billion dollars in just a couple years. So we have a magnitude and sort of a market category that makes sense to kind of be differentiated and unique from the way we've been looking at the markets in the past. How >>should we think about sort of a follow up on this? If I may, how should we think about, you know, the history of whether it's F P G A or a C X. You're seeing a lot of more program ability built into the system on chip these days. How do you see that trend fitting in and is that an important trend that you would note? >>Yeah, absolutely. So if we look at kind of the way the servers evolved, we have F P G A S a six smart nick now we call them Gpus and it's really been to address these pain points via hardware and software out there and to a certain extent the server has been a little bit ahead with that smart nick and now DPU category and this creates a great opportunity for the network to embrace the same sort of technology and accelerate how we're deploying workloads and really sort of solve those customer pain points, right. The human just can't scale relative to what we've been doing in the past. Got >>it. So how do you think customers are gonna react to this used to be a designer of this type of equipment? How and why might a customer adopt this type of solution and maybe what are some of the barriers that they'll need to consider when, when moving to this approach? >>Yeah, I think customers are going to be excited, right? If you look at it again, they can't scale, they have application Creep, they have security creep, they have data creep out there and this class of product allows them to kind of look at the network a little bit differently and maybe build the network kind of on a go forward 10 year basis than sort of in the past out there. And that's why they're going to look at it in terms of deployments hurdles, I'd say not so much out there. Right. The hybrid cloud and enterprise is moving so fast these days, whether it's because we're working from home or just sort of the agility factor that I think they'll be quick to embrace this because it will enable them to move faster and be more agile or just say more cloud like >>so is that really the use case here? It's kind of cloud slash hybrid cloud on prem cloud and then ultimately connecting to the edge. >>It is, yeah, absolutely. So everyone uses a different term for hybrid cloud or co location or things like that. But ultimately this is the part of the market that's growing very rapidly for enterprises as they try to move their applications, their workflows and their data to more hybrid environment out there. And some of that is as simple as just moving the data. And some of that is kind of going into security and sort of questioning how you move that data around and secure it on a forward basis. A lot >>a lot of customers we talked to tell us, look, the security in the cloud is fine. It's just may be somewhat different and we want to have greater flexibility. So we either want to do this on prem or the other big trend that we see. And I wonder if you could talk about this is we see people putting infrastructure into a Coehlo uh to offer to allow themselves to maybe not get locked into a single cloud provider, expand their optionality building their own sort of infrastructure layer, their own sort of internal cloud, if you will. Can you comment on that? >>Yeah. Co location is a very big trend out there. As you said. It enables you to not be locked into your particular cloud provider. It also gives you proximity to all cloud providers, all staffs providers out there. Uh so deploying and polo makes a lot of sense out there and that creates another pool of data or pool of information that the IT managers need to think about in terms of managing out there. >>So what's the sweet spot for this? And thinking in terms of a business cases that consolidating sort of legacy infrastructure simplification, enabling people to transfer skills up up the stack if you will to support their digital transformation. How do you see the business case evolving here? Alan, >>yeah, it really is simplification and that digitization journey that all enterprises are on the human just simply can't scale with the number of applications or the complexity of those applications and as you get more complex, your costs go up. So this is really about simplification, reducing costs and again, kind of building and taking that journey Forward for the next 10 years vs doing things the same way you've been doing it there, which allows you to move up stack. How do you >>see this partnership, HP Ruba Pensando. Do you see it as unique in the business or the ahead of the game in your opinion? How do you sort of handicap that? >>Yeah, it is unique and it is ahead of the game. So there is a first mover advantage going on here, but I think this partnership shows how the data center is going to be different 5, 10 years in the future and we're starting to create purpose built products to address that change. We simply can't build the way we've been building in the past. Again, whether it's the device not scaling or the human not scaling, we need to look at this differently for many, many reasons. >>Awesome. Okay, alan, we got to leave it there really. Thanks for bringing the analyst perspective. We'll give you the last word. If there's any kind of research you've got, that's worth noting or any last thoughts, please bring it home. >>Yeah, we've been tracking this space for over, You know, 15 years personally. Uh, and there's a lot of new research we have in this area, whether it's this class of product data center switching, uh, location types out there, verticals. So we're really excited to kind of be at the forefront. Well, thanks vision on the future. >>Well, thanks for that, appreciate it. Look, we've been covering this announcement and the initiatives around disrupting the traditional space and uh we thank everybody for watching. Remember all this content is available on demand. If you want more information. Just hit up your HP Aruba rep, you know, I'm sure they'll be eager to help you out. So, again on demand, we will be available immediately. Appreciate you watching the cubes, coverage of the HP, Aruba Pensando announcements, appreciate it. >>Mm
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So he's got the chops in that in that No thanks so much for having me looking forward to discussing this with you. What do we need to know about it? So if we look at kind So how should we think about this new category? switching as a category and the reason for that was we had purpose built products to address How do you see that trend fitting in and is that an important trend that you So if we look at kind of the way the servers evolved, the barriers that they'll need to consider when, when moving to this approach? that I think they'll be quick to embrace this because it will enable them to move faster and be so is that really the use case here? you move that data around and secure it on a forward basis. or the other big trend that we see. the IT managers need to think about in terms of managing out there. How do you see the business case evolving here? kind of building and taking that journey Forward for the next 10 years vs doing How do you sort of handicap that? we need to look at this differently for many, many reasons. Okay, alan, we got to leave it there really. Uh, and there's a lot of new research we have in this area, whether it's this class of product around disrupting the traditional space and uh we thank everybody for
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Antonio Neri & John Chambers | Aruba & Pensando Announce New Innovations
(upbeat music) >> Welcome to "The Power of And," theCUBE's coverage of the HPE Aruba Pensando announcement. Antonio Neri is here and John Chambers to help us set up the day. Guys, great to see you. Thanks so much for coming on. >> Yeah, thanks for having us today. >> Dave, it's going to be fun. >> It sure is. So two years ago, you guys might recall, we were in the Goldman Sachs offices, overlooking Manhattan, and that's when you announced the investment in Pensando, the relationship. Two years, it goes by fast. How's it going? >> Yeah, definitely two years have gone by fast, and a lot has happened, right? A lot has happened since then. What I will say first and foremost, the partnership has grown stronger, much stronger, because as John and I and the team worked together, we validated the vision, the vision that ultimately the world would be way more distributed, that Edge to Cloud architectures would be required, and the original idea that John had with the Pensando team partnered with us to bring that Cloud experience to the Edge. It got stronger and stronger and stronger. At the same time, we also introduced new joint offers with the Pensando Silicon Software with our HP ProLiant servers. And since then we have learned quite a bit, right? So, which inform us what the next steps should be. And that's why we're here today, to talk about not just the work we have done around the distributive services cards, as we talk about it in the past, but now the distributed services switching, which we believe is another market in transition opportunity for us to disrupt as we go forward. >> So, John speaking of transitions, you've seen a number of industry transitions, dating back to my East Coast days. >> Yes. >> But so what was the wave, or the waves that you saw, that sort of led you to this new venture, to the partnership with HPE? >> Well, the exciting part is Antonio and I can almost finish each other's sentences. You compete against market transitions enabled by new technology. The biggest transition of all is the clouds moving to the Edge, the computes move into the edge, your storage security, your software applications, et cetera. And we saw this wave together, and when you talk about what's changed in the last two years, I think it exceeded both of our expectations. How our teams worked together? We outlined audacious goals of a hundred million in terms of orders within the first two years. And we hit and exceeded that. We said, we're going to be in a billion; after three years after we had a hundred million, we're on track for that. And if you watch our dream of democratizing the cloud, giving the capability for any major hyper scaler to compete with an Amazon web services or generally with them, and now bringing it down to any enterprise or any government agency be able to do it and the ability to do this as a team is what's unheard of. Innovation is hard to move with speed. Two companies to move together with innovation and more focused on the outcome than anything else. Our teams work even better than I thought we could. And I think you're seeing today, the next major phase that we make, where we take these concepts and we're going to revolutionize the switching industry. In every 10 to 12 years is a chance for a major change. And you either get through that and often the incumbents don't change. We're going to get through this, we think very, very well and we're again setting a tremendous challenge to the market with, literally software and Silicon and programmability throughout the whole architecture, and results that I think even surprised our engineers; a hundred times the scale of the nearest competitor in the market today at 10 times the performance at one third the total cost of ownership. Antonio and I can't even sell that with that type of capability. Our teams are functioning well. It's that ability to see markets and say, how does your partner win, that culture is so important to us in terms of the direction. >> So to chime in on this because you for years have been talking about the basically redefining cloud, not just a remote set of services, somewhere out there in the cloud, but connecting to on-prem and hybrid, multi-cloud out to the Edge. Is that the big wave that, that you see here? Is that what you're riding? >> Definitely one component of the wave. I think the other part is, remember what I said in 2018, when I became CEO of Hewlett Packard Enterprise, that the enterprise of the future will be a centric cloud enabled and data driven. And through the unfortunate events of the global pandemic, right? That has been validated, right? We live now in a much more distributed and enterprise than ever before. The original architectures that John obviously pioneered for, for the case, you know, you have the data center and you have the campus and the branch, now you have these extension called the micro branch. The micro branch is our homes, our home offices, right? But now what happens is that the cloud obviously scared to stay because it's all about speed and agility, but it's also important that we define cloud correctly, which is an experience that we should bring to, for all the applications and data. And what we see that the vast majority of the data is created at the Edge, where we live and work. Here we are, you and I, and John having a conversation. There is cameras everywhere taping this, there's a lot of bits being created. And those bits, I hope have value when people watch this. But, but to me, that's the, the big opportunity to really disrupt the cloud as we know it and bring that set of capabilities closer to where the action is. The second part of this, which I think is important is that what we saw with the consumption of IT, and this is where, you know, we have a, a vision to become the Edge supply platform that you can consume as a service. And that's our HPE Green Lake offer. But the- as a service offerings taken off to a level we have not imagined. And it's not just the fact that the public cloud is there, it's everything, whether it's in your own premises or at the Edge. And that's why I'm so excited about the partnership with Pensando to disrupt this age to cloud architectures, with the know how that we have, our go to market in the, as a service model to accelerate those markets in transition. >> You take the excitement of a company that's reinventing itself. And you think about HPE, they alerted the original Silicon Valley garage startup. So much of what is great about the Valley, they brought Lou Platt, who was the CEO at HP. When I came to Silicon Valley, nobody knew what Cisco was, much less the internet. They thought we were a food company. I called up Lou and I said, Lou I need help. I don't know the Valley, teach me about how you've been successful. He not only met with me once, he met with me for three years. At the end of the three years, he said, I said to him, now we're really cooking this time! We were growing out of control, becoming the most valuable company in the world for a while. And I said, Lou, what can I do to pay the HPE back? And he said, very simply, "John, give back to the next generation." That stuck with me forever. The values of a company, the leaders, whether it was Lou, whether it's original leaders of the company, or Antonio, their cultures and values are so much aligned. So we have a chance to change a market together. I was all in and, you know, while we competed a little bit, in, in the past, it was very little, and now we have a chance to change a whole market and take on the giants, and perhaps really disrupt a whole industry. That gets exciting. We've got a team that has built a $8 billion products per year, eight different times. Now we're going to do it a ninth and maybe a 10th together. And to share that is truly exciting with a world-class team at HPE. >> So let's talk a little bit about HPE, Aruba, and Pensando, where you guys are going. You started sort of at the core two years ago. And I think I, you know, I think Aruba, in some regards, is misunderstood. I mean, you're basically building a major cloud strategy around that. It stretches to the edge. So what is it that you are trying to disrupt here? Maybe give us a little insight as to the industry transitions that you're seeing. >> Antonio: Yeah. So first of all, Aruba is doing incredibly well, I mean, if you see the latest results grow in between 25 and 30% on a year over year basis. We have improved profitability, but what I'm really excited about is that our value proposition, our mobile first cloud first approach, is resonated with customers when it comes down to connectivity and analytics. So to me, that's an incredible value. And in order to become a cloud company, we leverage the Aruba infrastructure that was developed over the years to build a subscription based model to connectivity and extended all the way to what we call the cloud, which for us is the core business there. Now, with John and his team, we are changing the architectures around those, those components of there, there's the solution. So, Aruba has been incredible foundational, not only to grow the company, but also to give us the foundation technology to become that Edge to cloud company. So what we're doing with John, we have taken now this new architecture to the next level of the entire solution. So we started with the server business. We integrated these distributed service cards, and now we are taking it to their rack level architecture and eventually to the, you know, data center architecture in a true Edge to the cloud environment. And that means we are introducing the distributed service switching technology, which is, again, this is a joint innovation between the Aruba IP and the Pensando IP, which we think, which are, will change, again every 10 to 12 years, that switching market opportunity. >> And it's fun to take on the big competitors and bring them down, which I love doing. And it's also unique to see how fast our teams are moving together. Our cultures are very similar, and we set audacious goals for our team, and so far, they've been exceeding them. >> So you know a little bit about this networking market. Is this a, is this a new category of switch? Is this, how unique is this? >> John: Well, I think it's all the above. It's, Antonio used the word "platform and architectures" and distributed service platform that now is going into switching as well. It's ability to redefine everything with software in Silicon. And that's a lot different than what the industry seen before, and to move with speed in terms of software defined programmability everywhere, everything automated and simple, which makes it so easy to start- how simple? All you do is plug a server into the switch, and you look at what we're doing together already with the HPE servers and how you literally add value on top of it with the distributed services card and platform. So you see it all coming together. How big could it be? I think it will be the next generation, and truly not just the cloud moving to the Edge, but internet working security, how load balancing all comes together. That really is going to change an industry group. So I think it's going to be the next big product for the whole segment of the industry. >> Antonio: Yeah, and I think it will bring tremendous value from the company. Obviously we love the technology and this markets, but ultimately think about from the customer's perspective is less CapEx because they don't need to add log balancing, all these things that add costs, and actually friction points and point of failure, but also OPEX, because to the point that John said, right, it's all about simplicity and automation and awareness around the, the application. And also the, the infrastructure that ultimately we want this to be autonomous and intelligent, therefore is an OPEX reduction on the run time too. Go ahead, John. >> It's in many ways, future proof. It's an architecture for the future, not for the past. When you get your peers that talk about scale in low single digit thousands, and we talk about scale in millions, you talk about performance that literally is 10 fold, in order of magnitude better. And you build an architecture that allows the market to go where they want with ease of use for your customers. That's about innovation with speed. They can leave no small company or no large company probably could do by themselves. I think very few people in industry would have had the courage to do it, but probably not the culture to really make it work well. >> Dave: Talk About HPE, Pensando. I mean, you've got small company, big company, and you guys have been at this now for a couple of years. It seems to be gaining momentum. That, that is in an, in and of itself unique. Why HPE and Pensando? >> Antonio: Well, I think, again, it start with a thesis that John and I share about the future. As John said, it takes courage to do these things, and ultimately culture is everything. Well, we jointly realize that the way we think, the way we work is very similar. These are two companies that are very engineering driven in everything they do, but they put the customer at the center of how we think about the future. And it has been amazing to me. In fact, I, we connect every handful of weeks to check where we are and I keep, you know, in many ways the larger company, in many ways is pushing the smaller company to go further and faster. And to me, it's all about speed. >> So when you think about what makes a strategic partnership work, it has to be really material, both sides. In other words, it has to change an industry. HPE has done an amazing job. You've doubled your profits in the last four years, and you're reinventing yourself again and again, but it's a common vision of where the market's going to go, as Antonio articulated very well when it goes to the Edge, and Green Lake is going to be your delivery vehicle for it. It's about bringing together all these technologies into one, not individual appliances or approaches. You do load balance and you do security. You do scale and you do networking. And it's about the best of each company saying, how do you help the other company be successful? When our teams come together, other than their accents, you usually can't tell who's from HPE and who's from Pensando. >> Dave: How should we be evaluating the progress over the next several quarters, months, years? What are the, sort of, benchmarks we should be looking for? >> Well, I think the most important metric is customer relevance, in my mind. The financials generally tend to follow that because if you are relevant, is, is, you know, we were talking to all the teams, you know, are you important or are you strategic, right? Generally we are very important. What we do matters, but we want to be strategic. And I think this joint innovation will catapult us to be way more strategic in everything we do. So it's customer relevancy. Obviously from the financial perspective, we both have an idea to create multi-billion dollar businesses, otherwise, why do it, right? So, and the market is huge, is huge. I mean, you know that obviously we, we, we are living in an amazing time where data is exploding everywhere, right? And I think this is just a starting point, right? So we obviously start with an idea and a thought and a specific focus. But if you think about the next generation is create data fabrics that are secure, and then you can run these models with AI and machine learning at scale. The network fabric becomes the core of everything you do, right? >> So think about it the way you asked the question. It's been two years as of the announcement that we're making jointly. Since we made the announcement two years ago, we've over exceeded every expectation. It starts with the customers, as you said, Antonio, how many of the large customers do we have two years from now? Are we in the same leadership position like we are with the first-generation of the distributed services platform? And have we got a number of the very largest accounts in the world committed to us? And are we still one to two generations ahead of our nearest competitor two years from now like we are today with our current card capability and platform capabilities. >> Dave: Pretty cool partnership. Thanks so much guys, for helping us kick off the Power of And. Really appreciate it. >> Thank you, Dave. >> All right. Keep it right there. We've got a ton of content. You're going to hear from technologists, how they're trying to change the world, what it means for customers. You're watching theCUBE.
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and John Chambers to and that's when you announced and the original idea that dating back to my East Coast days. and the ability to do this as Is that the big wave the big opportunity to and take on the giants, And I think I, you know, and extended all the way And it's fun to take So you know a little bit and to move with speed in terms of but also OPEX, because to the that allows the market to go and you guys have been at this the way we think, the way we work the market's going to go, So, and the market is huge, is huge. how many of the large customers do we have for helping us kick off the Power of And. You're going to hear from
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John Galatea, Dasher Technologies | Aruba & Pensando Announce New Innovations
>>mm we are back and we're continuing the coverage on H P E. Aruba's news today around the D S X six S C X 10-K with Pensando. Now we want to get the perspective of a system Integrator because they're in the front lines, they understand how to put the pieces together where you're happy to bring john Galatea of Dasher technologies dashes and in the end I. T solutions provider, they gotta focus a lot of expertise on infrastructure, jOHn welcome. Good to see you. >>Thank you for having me. Good to be here. >>That's our pleasure. So I wonder if you could give us a little bit more color on Dasher where you focus what your core companies competencies are, what industries you focus on etcetera. >>Yeah, absolutely. So a dasher, we assess architect implement and manage I. T. Solutions that digitally transform businesses. Our practice areas include cybersecurity, networking, cloud data center and we also offer pro professional services around those practice areas. We partner with all the major tech companies in the space. Some of the examples are HP, Cisco, Aruba Palo Alto eight Ws and many others that fill out the, you know that practice area. >>Well that's great. So you have a very wide observation space, that's why we like talking to SA as you have an independent mindset and you can kind of tell it like it is. But so what are you seeing with customers? It's exactly, we hear a lot about digital transformation, you mentioned security, you're obviously doing cloud that's it's almost like john these pieces are all coming together to power Digital and digital transformation and we were forced into it over the past 18 months. And now people are stepping back saying hey okay we have all these resources, how do we put them together and really transform our business? What do you see? >>Yeah, seeing similar things. So you know, our customers are telling us that they're looking for more speed, more agility, um you know, limited complexity because they're trying to do more every single day with less staffing and a sophistication of integrating functionality that breaks down I. T. Silos. Um there also evaluating security span versus effectiveness And they're moving towards zero trust. >>Yeah. So I want to, I'm gonna come back and ask you about that. So I've written a lot about this is that you look at how much we spend versus as you say the effectiveness and there's sort of an imbalance there, it's like we can't spend enough, it budgets they're not infinite. And even though security is top of top priority for ceos, they've got other things that they have to fund and then zero trust, you know, before the pandemic john that was a buzzword and now it's become a mandate. Any thoughts on that >>in terms of zero Trust? Absolutely yeah it is a mandate, we've seen more and more of our customers moving toward in this direction and defending themselves against cyber threats and yeah absolutely. It accelerated during the pandemic and is continuing to accelerate today. >>Right? And I think there's some things that were reported now going to be permanent with regard to obviously hybrid and the like, cloud security and so forth. So, okay, let's get into some of the news here. What's the big trend, john can you explain the relevance of the H P E, Aruba and Pensando news? >>Yeah, I mean when I first heard of it, you know, I I looked at it as a whole new category because it's a category that's going to deliver cloud scale distributed services closer to where applications are. It's going to simplify. One of the things we mentioned earlier was limiting complexity. So it simplifies the network um, by putting security provisions and operations in a unified management platform and it helps improve your security posture around moving towards zero trust and limits the appliance and vendor sprawl that you might ordinarily have in a in a existing network today. >>Okay, so that's kind of the business cases, you're consolidating a lot of piece parts and that's, you know, from a system integrator standpoint. You know, it's funny people often say, well, isn't that bad for the s I'm like, no, they don't want to be in the business of plumbing, they want to be in the business of, you know, more strategy if they if they just end up bolting stuff together, they're going to go out of business, They need to extend their value. So as a strategic partner, you got an early preview of this launch? The D S S D S S C X 10,000, what was your initial impression reaction you called it? A new category? What do you mean by that? >>Well, it's a new category of of of a data center switch in the digital infrastructure because it includes or incorporates security. Um And more specifically it includes security around east west traffic, which is it doesn't eliminate your perimeter firewall but it actually incorporates more functionality which leads to better simplicity and easier use of management of a platform. So for us, I'm really excited to go position and talk to our clients about this. >>Yes. So we're seeing the flattening of that network, that's even it's obviously been accelerated by the pandemic, everybody talks about that. But if you think about the traditional headquarter hierarchical network and now all of a sudden everybody's working remotely using more cloud. Using more distributed infrastructure that flattens the network. That creates security challenges because you can't just build a perimeter and say, okay, we're safe. You now have to go to where the adversary is and that's everywhere. So what's your sense as to how customers are going to react to this new category of switch? >>I think really my sense is that I've got a really positive outlook on this product. I mean hardware, firewalls are costly and deploying software agents can be very disruptive and when you're integrating it into the switch layer. So um I think the C X 10,000 provides a great alternative to an embedded accelerated services embedded in accelerate service into the D C fabric. Um, it's great for brownfield migration, um, rack pod and you know, and the standards based leaf, you know, L two, L three um, and it doesn't necessarily replace, as I mentioned earlier the perimeter security, but um, it can cap and grow with DSS and east west firewall traffic. >>Yeah. And I think we've seen when we talked to see so, so like you said, it does, it doesn't replace the traditional perimeter security but you're going to see a shift and spending priorities obviously to a comedy because as I said earlier, there's not infinite budget but john give us the big takeaway, Bring us home. What what, what do you want to leave our audience with? >>Yeah, I think, you know, the number one takeaway is that it's a massive opportunity to reduce complexity, enhanced security and lower costs in the data center by eliminating dedicated devices and embedding services through software capability in the network closer to where workloads are are moving. So that's the big takeaway for me and for, I think for our clients, um, you know, other things are, you know, you're the data center perimeter is no longer confined and open an on prem location but extends out, right. We're seeing customers extend out to the cloud and across uh, you know, disparate locations, co locations. So The traditional architecture isn't going to be well suited for this, and I think the CX- 10,000 and its feature set are going to be really great for addressing the changing market. >>Yeah, that's, that's all. I mean, again, we're seeing the democratization of everything and and networking is, is no exception. The notion of simplify simplification, john really appreciate your time. Thanks for coming on. >>Thank you for having me. >>You're welcome. Okay, keep it right. There were unpacking the changing trends in networking generally, and specifically switch networking with HP, Aruba and Pensando and the cube. Keep it right there.
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in the front lines, they understand how to put the pieces together where you're happy to bring john Thank you for having me. So I wonder if you could give us a little bit more color on Dasher where you know that practice area. So you have a very wide observation space, that's why we like talking to SA as you have an independent So you know, our customers are telling us that they're looking for more look at how much we spend versus as you say the effectiveness and there's sort of an imbalance there, the pandemic and is continuing to accelerate today. What's the big trend, john can you explain the relevance Yeah, I mean when I first heard of it, you know, I I looked at it as a whole new category like, no, they don't want to be in the business of plumbing, they want to be in the business of, you know, Well, it's a new category of of of a data center switch in the digital That creates security challenges because you can't just build a perimeter and say, and the standards based leaf, you know, L two, L three um, What what, what do you want to leave our audience with? I think for our clients, um, you know, other things are, you know, you're the data center I mean, again, we're seeing the democratization of everything and and networking and specifically switch networking with HP, Aruba and Pensando and the cube.
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Simon McCormack, Aruba | Aruba & Pensando Announce New Innovations
(fastpaced upbeat music) >> Welcome back to theCubes coverage of the power of N and the collaborations between HPE Aruba and Pensando. Where the two companies are setting out to create a new category in network switching. Joining me now is Simon McCormack, who looks after product management at HPE Aruba. Welcome Simon. Good to see you. >> Good morning. Thanks for having me today. >> You're very welcome. So Simon, we've been talking all day about the Aruba switching fabric that you're bringing to market, embedding the Pensando technology. Can you tell us what's the primary value prop that AFC brings to its customers? >> Sure. Aruba Fabric Composer. This is orchestration and management for the Aruba wide switching platform. Primarily for data centers. It does a lot of things. I'll give you three key ones just to get a feel for it. So in data center networking, there's a lot of complex technologies. I'm afraid to say, lease spines, overlays, underlays, EDP and OSPF BGP. I can throw out loads of acronyms for you. Fabric Composer can really simplify through a bunch of intent based workflows, the deployment and management of these fabrics. We can do it either interactively through a UI or fully API driven, if you want to. So it really takes away a lot of the plexity there makes it dead easy to deploy these and that scale. Number two, in a data center, a lot of compute storage hypervisor technologies that you have to interact with the THEO network products. So in Fabric Composer, we built an integration layer into it that interacts with other orchestrators, vCenter, VMware vcenter is a good example of that. So an operator may make changes to vCenter that affect the network. You don't want to call the network team for it. Fabric Composer can automate that network side configuration on the Aruba switch, making your day to operations, insertion of new services, much more simpler. And then finally, number three, because we've got all these capabilities I've just told you about. We actually have a great typology model that we build from it. And we can use that to visualize this virtual to physical network layer that is really powerful for troubleshooting the environment. >> Great? So three things, actually four right. To simplify or integrate and automate. And it's kind of two and two way, I'm going to to call it. and then the visualization piece for troubleshooting. Awesome. What about security policy? How are you thinking about that in this release? >> Yeah, so that's where in this release, we're extending it with the Pensando PSM technologies embedded into the 10K. Now we can use Aruba Fabric Composer to actually orchestrate the policy in addition to the network. So you think about today, Fabric Composer does network primarily. You bring policy into it. You've got one single pane of glass now that does network and policy. It actually provides a really powerful capabilities for operators of different skill sets to be able to manage and orchestrate this environment. >> What about the sort of operational model as it pertains to the network and security, I'm interested in how flexible that is. For instance, if a customer wants to use their own tooling or operational frameworks. What if they want to leverage multi-vendor fabrics like a third-party spine? How do you deal with all of that? >> Yeah, and I think that's, we built that into essentially the DNA of this technology is that we're, we're expecting to often go into brownfield environments. Where they've already got best practices for security and networking. They've already got networking vendors there. The 10K is a very powerful lease switch on its own. We want those lease switches to go in all of these different environments, not just Greenfield. It's really great for Greenfield. And I'm going to explain this a little bit in a few ways. First of all, the technology we have with Aruba fabric Composer and Pensando PSM, you can do a pure operational split between them SecOps, NetOps. A lot of customers that's how they deal with it. They've got the security operations team, network operations team. If they're split, you can use the two tools and make a fantastic product using that. However, if they're not split, and you've got a single policy for it. You can use Aruba Fabric Composer to do both of them. So you've got the options there and we fully embrace that in the architecture of what we built. This extends to multiple layers for the technology build as well. Again, as I said, the 10K's is a lease switch, it can connect to third-party spines. So you could use Fabric Composer to manage this lease Spitch and the policy you could use Fabric Composer just to manage the least switch and connect and interoperate the lease to the spine, or you can do a full Aruba solution, the full Aruba spine and use that operating model. There's one final thing in this area is fabric Composers are a UI based orchestrator, API driven. Some customers love it. Some customers love their CLIs. We fully embrace the operational model where customers still use their own APIs and their own CLIs. So the customer may be using Ansible to automate through API. They can still use that directly to the switch and they can use it to AFC and mix the two. If you talk directly to a switch and change it, Fabric Composer detects it and basically sinks its configuration together. So we can insert all or any part of this solution into existing or new Netflix. >> Yeah, that's nice. Right? Because I mean, so there's the network hard guys, right they, they want that CLI access. So you you're accommodating that. And then as well, being able to bring those SecOps view and the netOps view together is important because let's say, let's face it. A lot of organizations, especially some of the smaller ones, they don't actually have a full blown SecOps team. That's really the netOps responsibility. And so that's nice flexibility, you can handle both worlds. How about segmentation? What a customer is telling you that they want regarding segmentation and how are you guys approaching that? >> Yeah, I mean, it's, it's actually a key feature of what we're doing in this area. Now the iland segmentation generates it's kind of a wide area with many layers to it and we could talk about it for hours. So let me talk briefly about some of the areas we're going into when it comes to the segmentation. But particularly of a compute and virtual type environment. So when you, when you're typically creating policies in today's world, current policies based on addresses, IP addresses, or Mac addresses. You have lots of rules and big lists of addresses. It's really annoying. Customers generally don't talk in addresses. They talk in machines and names of machines. So if you think about what I've already told you with the Fabric Composer, we've already got these hooks in the compute hypervisor layer. So we didn't know about the virtual machines? So it said obviously, a natural extension now for you to be able to create these policies based on the machines. So there's, there's a scale problem in policy distribution at two levels, at the top and the bottom. The top level is your chronic create the policy. You've got this massive distribution addresses. So Fabric Composer can really help you by allowing you to then create these groups, sensible groups, using the names then you can distribute. The 10K solution with the distributed architecture of the bottom layer, now allows us to distribute these policies and rules across your racks within your data center. So it scales really well, but that's one level I've described. You know, you're creating groups of machines with names, so it's easier to define it, but there's auto and automation angle to this as well. You might not want to even create it interactively. Now a lot of customers with VMware vCenter, For example, are tagging the virtual machines. So the tag tells you a group information. Again, Fabric Composer can already get the tag within its database model. So we can use the tag now either to fully automate or use as a hint to creating these groups. So now I've got a really simple way to basically just categorize my machines into the groups so that now I can push rules down onto them. And there's one, one final thing that I just want to tell you before, before we move on. There's, there's often a zero trust model you want to do in the data center for segmentation. Meaning I've got two virtual machines on the same network on the same host. Normally they can talk to each other, nothing's stopping them, but sometimes you want to isolate even those two. You can do it in products like vCenter with PV land technologies. A bit cumbersome to configure on the vSphere side, you got to match it with what you see on the switch side. It's one of those that's a real headache, unless you've got an orchestrator to do it. So Fabric Composer could basically orchestrate this isolated solution. You're now grouping your machines and you're saying they're isolated. We can do the smarts and both of the vCenter side and the switch side, get them in sync, get it all configured. And now the masses can start to do this kind of segmentation at scale. >> Got it. Thank you Simon. Can the Fabric Composer kind of be used as the primary prism for troubleshooting? How do you handle troubleshooting and this art combined architecture? Who, who do I call when there's a problem? How do you approach that? >> Well, definitely start by calling me or actually call my product first, so fabric Composer. If you're using it, use that as the front tool for what you're going to try and figure out what's going on. There is a global health dashboard. It encompasses networking security policy across the solution, across the fabric. So that's your, tells you what's going on immediately. Down to port stats on what's happening within the physical topology of the network. Down to the end-to-end view, we have in terms of policy connectivity between machines. So Fabric Composer is your first port of call, but we built a solution here that we don't want to hide the pieces underneath it. Any networking guy knows when they're deep troubleshooting networking stuff, they're going to end up with the switch. So you started the orchestrator, but sometimes in the deep troubleshooting, not day-to-day, hopefully. You'll go to the switch and you'll troubleshoot that way. We've got the same technology here with the policy, with the firewall rules, with Pensando PSM. We still fully embrace for deep troubleshooting, go to Pensando PSM. They have really advanced tools in their bag of tricks in the product to give you advanced troubleshooting down to the policy layer. They have a really powerful firewall log capability, where you can search and sort, and see exactly what role is allowing or stopping any traffic going through the environment. And the two orchestrated model, we really like it 'cause it scales really well. It allows Fabric Composer to remain lightweight, PSM focused on the policy orchestration bit. But again, if your that customer that wants to do single pane of glass use Fabric Composer for the standard day-to-day stuff. But you've got the tools there to do the advanced troubleshooting between the different elements that we have within the Pensando and the Aruba tools. >> Yeah, really well thought out. You got the simplification angle nailed, the integration automation we talked about that, the visualization and the topology map, zero trust. And then remediation with deep^ened inspection. Simon, thanks so much for taking us through the announcements. Really appreciate your insights and time today. >> Thank you very much. >> You're welcome. Okay. Keep it right there, this is Dave Vellante for theCube. More content from the HPE Aruba Pensando announcements coming right up. (soothing music)
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Bob Laliberte | Aruba & Pensando Announce New Innovations
>>Mhm Yes. Hi and welcome to the Aruba Pensando announcement. I'm lisa martin. Hopefully you've seen the announcement from Antonio and john but if you haven't, we're going to dig into it from an analyst perspective joining me is bob La Liberty, senior analyst at Enterprise strategy Group to unpack the announcement, bob. Welcome to the program. >>Thank you very much. Great to be here. >>So in this case anybody hasn't seen the announcement go ahead and give me an overview, what are these two companies announcing? >>Yeah, absolutely. So essentially what you've seen is is that Pensando, who's been developing this distributed services platform to be deployed as an intelligent card, basically has taken their technology and incorporate it into an Aruba switch. So now you can get distributed services, all the great capabilities that Pensando has been working on combined with an Aruba top of rack switch, all managed under the Aruba fabric controller. Um so you've got a really simplistic way to be able to provision, configure and update and assigned policies to all those great Pensando state full services in the top of rack switch for an existing data center environment >>and what's your overall synopsis? Is this a disruptive technology? What do you think? >>Yeah, I really like this. I mean the whole goal of developing this technology was to be somewhat disruptive. It was to enable data center organizations to basically recreate what hyper scale hours are doing and the whole concept is around how do I improve, how do I distribute the services that are needed to help my application to protect my applications closer to the applications themselves. Um so I really find that this is something that's that's really needed. You know, we've seen the pendulum swinging towards distributed. But the interesting part about this announcement is that the majority of applications still reside in existing data centers. And the other the other kind of interesting pieces that, you know, cloud native, everyone talks about cloud native applications, but cloud native doesn't always mean public cloud only and that organizations are actually gonna run them in a hybrid. So organizations need to figure out how they're going to run these cloud native applications and their existing data center environments. And what the combination of the technologies enable organizations to do is to basically retrofit if you will that top of rack switch and be able to deploy, excuse me deploy those distributed services at a top of rack switch, instead of having to either rely on existing hardware appliances that are pulled off to the side of the network or to have to deploy agents onto the server which could impact the application performance. So they've kind of hit that that goldilocks spot of being able to provide distributed services without impacting the application performance. In fact, when you look at it from that perspective of its not having to go to that appliance pool any longer, it's actually going to increase the performance, right? Your latency is going to be a lot lower because instead of hair pinning through the core of your network. Now you're just going to your top of rack switch so it's going to improve the performance. >>Everybody wants improved performance. Especially in this the fact that things are continuing to stay distributed and we probably will have some part of that be permanent. So bob how do customers upgrade or integrate this into their existing environments? Talk to me a little bit more about that and the simplicity, it sounds like what you're saying with which they can do that. >>Yeah, this should be a fairly minimally minimally disruptive uh type of integration, essentially what you're doing, if you've got a high availability top of rack up environment, you're going to be swapping out one top of rack switch at the time. And organizations do this quite often when they're upgrading for capacity and things of that nature. So in this case it's simply going to be replacing the top of rack switch and organizations can look at different ways of how they want to do this. You know, to start, they might want to look at where they're critical applications are and deploy them. They're so they've got the services, it might be based on looking at where I don't know, you might have some regulated services, right. Pc I things like that that need to make sure that they've got higher levels of security. So essentially it's all about just simply deploying those top of rack switches going on to Aruba's fabric controller being able to spend that up, configure apply the policies and the security policies that you want to employ for those applications and and let it run >>Talk to me about this in certain context that we know some of the industry's every industry obviously has been affected by the events of the last 1819 months. What we think of manufacturing, healthcare, financial services give me uh your perspective into some of the customers in those industries and how they'll be able to take advantage of this technology as their environments continue to distribute. >>Yeah, I mean I think that the interesting piece of this is that, you know what it's really about for any industry, it's about as they modernize their data center as they modernize their applications. Right? So we've seen the transition from um monolithic too. So a based apps to microservices based applications and and that's really what's driving this because what's happening in all those organizations now, there's a lot of of communication within those applications themselves. Right? Because instead of having one monolithic application or two or three pieces of an application, you could now have dozens or hundreds of pieces of an application that need to talk to each other. And so the key for all of these industries, right, Regardless of the industry, when you're deploying this is how do you secure that communication, how do you make sure that East west traffic is being fully protected um because as organizations, you know, the legacy approach was castle and moat protect the perimeter, which was great. But if you got inside that perimeter right then the malware could really put periphery slow, deliberate, sorry, can't talk today. Um, but the idea is now, how can I deploy services that are able to protect that east west traffic as well? And so by deploying those services at the top of rack, you can do that more easily without having any kind of an impact. Right? So I think that you know the zero trust is what it's the mantra is never trust always verify. And so that's what organizations are looking to do. So even if there is a malware attack and they do get inside the data center that it's not able to spread throughout that organization. >>Got it. And that's absolutely critical. We have seen the security landscape change dramatically in the last year and a half, we've seen this massive spike in ransom where it's companies in every industry. I now know that it is not a matter of if we get attacked, it's when we've seen a massive increase in detail. So let's kind of dig into, You mentioned some of the benefits in terms of low latency performance, let's unpack the security level there. What are some of the things that you've seen in the security landscape where zero trust is absolutely critical for every industry? >>Yeah. Well like I said, it's really all about how do you make sure you're protecting there's a lot more communication going on within your application itself and how do you protect it? And so as that landscape has changed, it's critically important for organizations to adapt to that and to be able to, you know, make this change happen. So I mean we've seen this in the hyper scale is right. They've deployed the technology, they have it running at the right and those, those intelligent cards at the server level as close as they can. But for an existing data center, it doesn't make sense, right, unless you're replacing your whole data center, which is obviously incredibly disruptive. It's this is really about how do you insert those services in a minimally minimally disruptive way. And that's what that's what's really key here. The other interesting pieces because of the location, because they can track that east west traffic and apply the security policies to it and they can see all that and they've got visibility into it. They can then take that information and they can export it to existing other security tools. So you're not going to get rid of your perimeter security, you still need that. So this is more about a defense and depth about securing or augmenting your security posture and creating much more, much more, much tighter security around those modern application environments as well. So, so having this capability, like I said, it really starts to democratize that, that capability and the functions that the hyper scholars have and it brings it into existing enterprise data center environments and I think that's really what's important. And then, like I said, as organizations progress, they can take the data that they're collecting and they can leverage that with XDR solutions, right? Feed it into other, you know, sense or things like that. That can really help organizations um, you know, enhance their machine learning algorithms and things like that. The more data you can collect, the better you can, you can nail down the the policies that need to be provided there. >>Well, that's important too. As every company these days either needs to become a data company or if they don't, they're probably not going to be around much longer. Talk to me about the overall security kind of like implication you said this is going to help organizations in any industry augment their overall security posture. That's so critically important these days. >>Yeah. And it's like I said, it's really about having that that full visibility into the east west flows for these. So, and their ability, the distributed services switch is able to stream all of that telemetry of those flows right? And that can be complemented by the existing north south firewall telemetry as well. So you've got all this data for the XDR engines and things like that so that you can really determine whether there's an insider attack where there's any movement of malware, things like that, whether there's an external actor that's gotten into the data center, so it really provides you with a lot more visibility and that visibility provides that data that you talked about. So that's really what's key here and again, it's the ability here is that you're not needing to deploy XDR agents on every workload so there's no impact to the application performance when you're doing it in this this matter. So that's what makes it a really kind of an elegant solution to being able to modernize and deliver these capabilities into an existing data center environment. >>What do you think the timeframe is for an organization to be able to take advantage of this technology? >>Yeah, that's a good question. I mean really it's it's up to the, you know, it's up to the organization themselves. Clearly, once the technology is released by Aruba they've got the ability to start deploying it um you know, obviously one of the easiest ways to deploy it might be if they were adding a new rack adding some new capabilities then certainly that's completely non disruptive and they can get going there, but like I said, it, excuse me, it's also quite easy for organisations to be able to to just simply if they've got a high availability top of rack environment to start augmenting it into their existing their existing infrastructure as well, fairly non destructively >>excellent. That non disruption augmentation is critical. I I do want to ask you a question in terms of the partnership with HP. Aruban Pensando, what does this signify on the HP side in your opinion? >>Mhm Well from from the HP side, like I said, I think this is a HP has been involved with Pensando for a long time now. They've obviously recognized the value of the technology and wanted to partner with them from an early stage and so um what it really helps is you're thinking about moving forward. It creates a unique opportunity for organizations to take advantage of the Pensando technology within the HP server environments as well as those top of rack switches and create some really unique opportunities to drive even greater visibility and protection. >>Let's do one more thing bob. Let's just summarize your key takeaways if somebody has 30-60 seconds to watch this and see what the three things are that Bob says we need to be taking away from this announcement. What are those three things? >>Yeah, I think the key thing is first to recognize that modern application environments are gaining ground and that organizations need to accommodate these new application architecture. Right. But to do that, they need a solution. They need some technology to help them. So the key takeaway is that this now this H P E Aruba and Pensando distributed services switch, enables you to deploy distributed services into your existing environment in a minimally disruptive way and it provides you with the benefits of improving security of improving performance and user experiences um all while making sure that you can scale and do it simply through a single interface through the Aruba fabric controller. >>Got it. And being able to deliver those outstanding customer and user experiences is critical, as we are in this day and age where our business lives blend with our consumer lives that we expect things to be able to work like that bob. Thank you for joining me on the program, breaking down the HP Aruba Pensando announcement, telling us what it is, what the benefits are in it for customers and how they can take advantage of that. We appreciate your analysis. >>Very welcome. It's great to be here. >>Probably Liberty. I'm lisa martin. You're watching this HP Aruba Pensando announcement video. >>Mhm.
SUMMARY :
Welcome to the program. Great to be here. So now you can get distributed services, all the great capabilities do I improve, how do I distribute the services that are needed to help my application to Talk to me a little bit more about that and the simplicity, it sounds like what you're saying with which they can do that. it's simply going to be replacing the top of rack switch and organizations can look at different ways of Talk to me about this in certain context that we know some of the industry's every industry obviously has been affected the data center that it's not able to spread throughout that organization. What are some of the things that you've seen in the security landscape where zero trust is absolutely and they can export it to existing other security tools. or if they don't, they're probably not going to be around much longer. here and again, it's the ability here is that you're not needing to deploy to start deploying it um you know, obviously one of the easiest ways to deploy it might I I do want to ask you a question in terms Mhm Well from from the HP side, like I said, I think this is a HP has been involved seconds to watch this and see what the three things are that Bob says we need to be taking away So the key takeaway is that this now this H P E Aruba and Pensando things to be able to work like that bob. It's great to be here. I'm lisa martin.
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William Choe & Shane Corban | Aruba & Pensando Announce New Innovations
(intro music playing) >> Hello everyone, and welcome to the power of n where HPE Aruba and Pensando are changing the game, the way customers scale with the cloud, and what's next in the evolution in switching. Hey everyone, I'm John furrier with the cube, and I'm here with Shane Corbin, director of technical product management at Pensando, and William show vice president of product management, Aruba HPE. Gentlemen, thank you for coming on and doing a deep dive and, and going into the, the big news. So the first question I want to ask you guys is um, what do you guys see from a market customer perspective that kicked this project off? um, amazing um, results um, over the past year or so? Where did it all come from? >> No, it's a great question, John. So when we were doing our homework, there were actually three very clear customer challenges. First, security threats were largely spawn with on, within the perimeter. In fact, Forrester highlighted 80% of threats originate within the internal network. Secondly, workloads are largely distributed creating a ton of east-west traffic. And then lastly, network services such as firewalls, load balancers, VPN aggregators are expensive, they're centralized, and they ultimately result in service chaining complexity. >> John: So, so, >> John: Go ahead, Shane. >> Yeah. Additionally, when we spoke to our customers after launching initially the distributed services platform, these compliance challenges clearly became apparent to us and while they saw the architecture value of adopting what the largest public cloud providers have done by putting a smart NIC in each compute node to provide these stateful services. Enterprise customers were still, were struggling with the need to upgrade fleets and brown field servers and the associated per node cost of adding a smart NIC to every compute node. Typically the traffic volumes for on a per node basis within an enterprise data center are significantly lower than cloud. Thus, we saw an opportunity here to, in conjunction with Aruba, develop a new category of switching product um, to share the processing capabilities of our unique intellectual property around our DPU across a rack of servers that net net delivers the same set of services through a new category of platform, enabling a distributed services architecture, and ultimately addressing the compliance and TCO generating huge TCO and ROI for customers. >> You know, one of the things that we've been reporting on with you guys, as well as the cloud scale, this is the volume of data and just the performance and scale. I think the timing of the, of this partnership and the product development is right on point. And you've got the edge right around the corner, more, more distributed nature of cloud operations, huge, huge change in the marketplace. So great timing on the origination story there. Great stuff. Tell me more about the platform itself, the details, what's under the hood, the hardware OS, what are the specs? >> Yeah, so we started with a very familiar premise. Rubik customers are already leveraging CX with an edge to cloud common operating model, in deploying leaf and spine networks. Plus we're excited to introduce the industry's first distributed services switch, where the first configuration has 48-25 gig ports with a hundred gig couplings running Aruba CX cloud native operating system, Pensando Asic's software inside, enabling layer four through six, seven stateful services. Shane, do you want to elaborate on. >> Yeah, let me elaborate on that a little bit further, um, you know, as we spoke existing platforms and how customers were seeking to address these challenges were, are inherently limited by the ASIC dye size, and that does limit their scale and performance and ability in traditional switching platforms to deliver truly stateful functions in, in, in a switching platform, this was, you know, architecturally from the ground up, when we developed our DPU, first and second generation, we delivered it, or we, we built it with stateful services in mind from the get-go, we leveraged the clean state design with our P four program with DPU. We evolved to our seven nanometers based pro DPU right now, which is essentially enabling software and Silicon. And this has generated a new level of performance scale, flexibility and capability in terms of services. This serves as the foundation for our 200 gig card, were we taking the largest cloud providers into production for. And the DPU itself is, is designed inherently to process stage, track stateful connections, and stateful flow is at very, very large scale without impacting performance. And in fact, the two of these DPU components server disk, services foundation of the CX 10 K, and this is how we enable stateful functions in a switching platform functions like stateful network fire-walling, stateful segmentation, enhanced programmable telemetry, which we believe will bring a whole lot of value to our customers. And this is a platform that's inherently programmable from the ground up. We can, we can build and leverage this platform to build new use cases around encryption, enabling stateful load balancing, stateful NAT to name a few, but, but the key message here is, this is, this is a platform with the next generation of architecture's in mind, is programmed, but at all, there's the stack, and that's what makes it fundamentally different than anything else. >> I want to just double click on that if you don't mind, before we get to the competitive question, because I think you brought up the state thing. I think this is worth calling out, if you guys don't mind commenting more on this states issue, because this is big. Cloud native developers right now, want speed, they're shifting left at the CICD pipeline with programmability. So going down and having the programmability, and having state is a really big deal. Can you guys just expand on that a little bit more and why it's important and, and how hard it really is to pull off? >> I, I can start, I guess, um, it's very hard to pull off because of the sheer amount of connections you need to track when you're developing something like a stateful firewall or a stateful load balancer, a key component of that is managing the connections at very, very large scale and understanding what's happening with those connections at scale, without impacting application performance. And this is fundamentally different at traditional switching platform, regardless of how it's deployed today in Asics, don't typically process and manage state like this. Um, memory resources within the chip aren't sufficient, um, the policy scale that you can um, implement on a platform aren't sufficient to address and fundamentally enable deployable firewalling, or load balancing, or other stateful services. >> That's exactly right. And so the other kind of key point here is that, if you think about the sophistication of different security threats, it does really require you to be able to look at the entire packet, and, and more so be able to look at the entire flow and be able to log that history, so that you can get much better heuristics around different anomalies, security threats that are emerging today. >> That's a great, great point. Thanks for, for, um, bringing that extra, extra point out. I would just add to this, we're reporting this all the time on Silicon angle in the cube is that, you know, the, you know, the, the automation wave that's coming with around data, you know, it's a center of data, not data centers we heard earlier on with the, in, in, in the presentation. Data drives automation, having that enabled with the state is a real big deal. So, I think that's really worth calling out. Now, I've got to ask the competition question, how is this different? I mean, this is an evolution. I would say, it's a revolution. You guys are being being humble, um, but how is this different from what customers can deploy today? >> Architecturally, if you take a look at it. We've, we've spoken about the technology and fundamentally in the platform what's unique, in the architecture, but, foundationally when customers deploy stateful services they're typically deployed leveraging traditional big box appliances for east-west our workload based agents, which seek to implement stateful security for each east-west. Architecturally what we're enabling is stateful services like firewalling, segmentation, can scale with the fabric and are delivered at the optimal point for east west which is through leaf for access layer of the network. And we do this for any type of workload. Be it deployed on a virtualized compute node, be a deployed on a containerized worker node, be deployed on bare metal, agnostic up typology, it can be in the access layer of a three tier design and a data center. It can be in the leaf layer of a VX VPN based fabric, but the goal is an all centrally managed to a single point of orchestration and control of which William will talk about shortly. The goal of this is to drive down the TCO of your data center as a whole, by allowing you to retire legacy appliances that are deployed in an east-west roll, and not utilize host based agents, and thus save a whole lot of money and we've modeled on the order of 60 to 70% in terms of savings in terms of the traditional data center pod design of a thousand compute nodes which we'll be publishing. And as, as we go forward additional services, as we mentioned, like encryption, this platform has the capability to terminate up to 800 gigs of our line rates encryption, IP sec, VPN per platform, stateful Nat load balancing, and this is all functionality we'll be adding to this existing platform because it's programmable as we've mentioned from the ground up. >> What are some of the use cases lead? And what's the top use cases, what's the low hanging fruit and where does this go? You've got service providers, enterprises. What are the types of customers you guys see implementing? >> Yeah, that's, what's really exciting about the CX 10,000. We actually see customer interest from all types of different markets, whether it be higher education, service providers to financial services, basically all enterprises verticals with private cloud or edge data centers. For example, it could be a hospital, a big box retailer, or a colon such as Iniquinate So it's really the CX 10,000 that creates a new switching category, enabling stateful services in that leaf node right at the workload, unifying network and security automation policy management. Second, the CX 10,000 greatly improves security posture and eliminates the need for hair-pinning east-west traffic all the way back to the centralized deployments. Lastly, As Shane highlighted, there's a 70% TCO savings by eliminating that appliance sprawl and ultimately collapsing the network security operations. >> I love the category creation um, vibe here. Love it. And also the technical and the cloud alignment's great. But how do the customers manage all this? Okay, I got a new category. I just put the box in, throw away some other ones? I mean, how does this all get done? And how does the customers manage all this? >> Yeah, so we're, we're looking to build on top of the river fabric composer. It's another familiar site for our customers, and what's already provides for compute storage and network automation, with a broad ecosystem integrations, such as VMware vSphere Vcenter as with Nutanix prism and so aligned with the CX 10,000 FGA, now you have a fabric composer, unified security and policy orchestration, and management with the ability to find firewall policies efficiently and provide that telemetry to collect your such a Splunk. >> John: So the customer environments right now involve a lot of multi-vendor and new frameworks, obviously, cloud native. How does this fit into the customer's existing environment with the ecosystem? How do they get, get going here? >> Yeah, great question. Um, Our customers can get going as we, we've built a flexible platform that can be deployed in either Greenfield or brownfield. Obviously it's a best of breed architecture for distributed services we're building in conjunction with Aruba. But if customers want to gradually integrate this into their existing environments and they're using other vendors, spines or cores, this can be inserted seamlessly as, as a lead for an access, access tier switch to deliver the exact same set of services within that architecture. So it plugs seamlessly in because it supports all the standard control plan protocols, a VX 90 VPN, and a traditional attitude, three tier designs easily. Now, for any enterprise solution deployment, it's critical that you build a holistic ecosystem around it. It's clear that, this will get customer deployments and the ecosystem being diverse and rich is very, very important. And as part of our integrations with the controller, we're building a broad suite of integrations across threat detection, application dependency mapping, Siemens sooam, dev ops infrastructure as code tools. (inaudible) And it's clear if you look at these categories of integrations, you know, XDR or threat detection requires full telemetric from within the data center, it's been hard to accomplish to date because you typically need agents on, on your compute nodes to give you the visibility into what's going on or firewalls for east west fuels. Now, our platform can natively provide full visibility into all flows east- west in the data center. And this can become the source of telemetry truth that these MLX CR engines require to work. The other aspects of ecosystem around application dependency mapping, this single core challenge with deploying segmentation east west is understanding the rules to put in & Right, first is how do you insert the service, um, service device in such a way that it won't add more complexity? We don't add any complexity because we're in line natively. How you would understand it, would allow you to build the rules that are necessary to do segmentation. We integrate with tools like Guardi core, we provide our flogs as source of data, and they can provide room recommendations and policy recommendations for customers. Around, we're building integrations around Siemen soam with, with tools like Splunk and elastic, elastic search that will allow NetOps and SecOps teams to visualize trend and manage the services delivered by the CX 10 K. And the other aspect of ecosystem, from a security standpoint is clearly how do I get policy for these traditional appliances and enforce them on this next generation architecture that you've built, that can enable stateful services. So we're building integrations with tools like turf and an algo sec third-party sources of policy that we can ingest and enforce on the infrastructure, allowing you to gradually, um, migrate to this new architecture over time. >> John: It's really a cloud native switch. I mean, you solve people's problems, pin- points, but yet positioned for growth. I mean, it sounds that's my takeaway, but I got to ask you guys both, what's the takeaway for the customers because it's not that simple for them, I mean it's, we a have complicated environment. (all giggling) >> Yeah, I think it's, I think it's really simple, um, you know, every 10 years or so, we see major evolutions in the data center and the switching environment, but we do believe we've created a new category with the distributed services, distributed services switch, delivering cloud scale distributed services, where the local, where the workloads reside greatly, simplifying network, security provisioning, and operations with the urban fabric composer while improving security posture and the TCO. But that's not all the folks, it's a journey, right Shane? >> Yeah, it's absolutely a journey. And this is the first step in a long journey with a great partner like Aruba. There's other platforms, hundred or 400 gig hardware platforms where we're looking at and then this additional services that we can enable over time, allowing customers to drive even more TCO value out of the platform of the architecture services like encryption for securing the cloud on-ramp, services like stateful load balancing to deploy east-west in the data center and, you know, holistically that's, that's the goal, deliver value for customers. And we believe we have an architecture and a platform, and this is a first step in a long journey. >> It's a great way of, I just ask one final, final question for both of you as product leaders, you got to be excited having a category creation product here in this market, this big wave, but what's your thoughts? >> Yeah, exactly right, it doesn't happen that often, and so we're, we're all in it's, it's exciting to be able to work with a great team like Pensando and Shane here. Um, so we're really, really excited about this launch. >> Yeah, it's awesome. The team is great. It's a great partnership between Pensando and Aruba. You know, we, we look forward to delivering value for our joint customers. >> John: Thank you both for sharing under the hood and more details on the product. Thanks for coming on. >> [William And Shane] Thank you. >> Okay. The next evolution in switching, I'm John Furrier here with the power of nHPE Aruba and Pensando changing the game, the way customers scale up in the cloud and networking. Thanks for watching. (music playing)
SUMMARY :
the way customers scale with the cloud, and they ultimately result in service and the associated per node cost and just the performance and scale. introduce the industry's and this is how we and how hard it really is to pull off? because of the sheer amount of connections And so the other kind of on Silicon angle in the cube and fundamentally in the What are some of the use cases lead? and eliminates the need for And how does the and so aligned with the CX 10,000 FGA, John: So the customer and the ecosystem being diverse and rich but I got to ask you guys both, and the switching environment, and this is a first and so we're, we're all in it's, we look forward to delivering value on the product. the way customers scale up in the cloud
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Soni Jiandani and David Hughes | Aruba & Pensando Announce New Innovations
>>I'm john free with the Q we are here. It's exciting news around the next evolution switching, Sony jean Donny, co founder and chief business officer Pensando and David Hughes chief product and technology officer Aruba HP. Welcome back. We just heard from Antonio neary and john Chambers about the HPV Ruba partnership with Pensando and the new switching platform. Tell me more about the exciting news you're announcing? >>Yeah, I'm really excited today to be introducing the CX 10,000 distributed services switch. It's a brand new class of switch way bringing together the best of Aruba switching technology adding to R C X portfolio combining with Pence Sandoz technology that technology embedded in the platform. The problem we're solving is that in a traditional data center, all of those services like fire walling and low balancing provided by centralized appliances. And while that might be okay for north south traffic traffic that's going in and out of the data center. It's not scalable and it's not cost effective to apply to every service in every port to every flow traversing their data center As we all know with microservices more and more of the traffickers east west over 70% today and growing and so what we're doing here with the C X 10,000 is giving enterprises away to take the smart nick technology that's been proven out by hyper scholars and introduce it into their data centers in a very cost effective and easy to deploy way we're embedding that capability in the top of rack switch so that we can apply Fireable services, low balancing services to every port To every flow, delivering 100 times a scale in terms of a CLS 10 times of performance, in terms of encryption at a third of the cost of those traditional network architectures. So it's a super exciting time, >>love the speed, love the energy there. But I gotta ask what makes this a new category of switch. >>Well if you take a look at the journey we have been on as we have evolved our data centers and the applications have evolved for our customers. Uh and the world is now a bold new world of multi cloud. Uh the architecture is in the data center which are leaves spine architectures have become the new norm. Software defined, networking is pervasively deployed by our customers but as this journey began five or seven or even about 10 years ago uh and has culminated into a much more mature set of building blocks. We have taken the problem from one space of automating networks in the data center to then introducing lots and lots of expensive appliances to bring about security for example, or the state full services, whether it's load balancing or whether it's encryption and visibility and telemetry types of services. Now the customers had to try, you know, trombone all the traffic in and out of these appliances driving up the cost uh and the complexity and when time comes to troubleshoot these environments, it's extremely complex because you're trying to rationalize fabrics coming from one place appliances coming from four or five different vendors, maintaining all the software elements that need to be kept track off. Uh and as more and more customers want to aspire towards zero trust security model. Uh we need to start to embrace a lot of the principles that have been implemented by the hyper scholars and the cloud vendors, which is doing away with the appliances doing away with agent technology on servers, but instead to bring that technology for east west uh into play as well as to ensure that if there are bad actors that are landing inside of the data centers that they do not have the ability to, you know, create attack surfaces with complete lateral movement. Today, that is possible. Uh if you look at 70% of all the attacks that have been happening here in the past few years, it's as a result of having a attack surface which is pretty large in the data centers. And that gets further complicated when you move towards a multi cloud environment where the perimeter of the data center is now moving into the edge. Whether that edges, whether fleet resides for our customers or whether that edge happens to be a co location edge where you're building your own rampant off ramps. So I think the compelling event essentially is driven by the whole notion of distribution of services and having them available from a security and from a services point of view and these are state full services as close to the workload as you possibly can get them. >>So you guys really hit on some key points, their cloud, native microservices East west, north south, um no perimeter edge. These are topics that we would talk about kind of individually over the years, it's happening now all at the same time, this is causing a lot of complexities and then the security challenges you just laid out are everywhere. This brings up a big conversation around solving this. How does this new architecture, this solution solve the complexity and the security challenges in the data center. >>If you look at the use cases that our customers are talking about. The first, the initial use case really is to bring about security and state full security for east west traffic right into the fabric of their data centers. So having the ability to deliver that while eliminating the complex appliances only to do the job which they do very well, which is not South protection of services. Uh that also allows us the ability then to start to deliver visibility and telemetry at the same time that we're delivering state full security firewall and micro segmentation services because what I cannot see, I cannot secure. Uh so those two elements are initial use cases out of the box for our customers as we deliver this platform to them and then as more and more use cases that are becoming evident to us through customer interactions come into play. For example, the co location edge that I would like. David to walk you through a bit more in terms of how we help solve for that use case. >>So for the cooler use case, I think we're moving from a world where people talk about data centers to now talking about centers of data and those centers of data. Yes, they can be in a core private data center, they could be in the cloud but more and more they're going to be distributed around the edge in co location environments. And what we need to be able to do is extend those services that were provided in the data center to be provided in those Kahlo's at the edge And again we want to do that without having to deploy a whole rack of appliances that may be cost more than a computer itself and so with the CX- 10,000 we can have that as a top of rack switch for that polo. And from that switch deploy all of the encryption and firewall ng services that that polo requires. And what's important is that we're doing it with the same policy framework under the same management system across the whole enterprise in the data center as well as in these co location environments and out into the cloud. >>So you guys mentioned visibility and a quick follow up on this question because you mentioned visibility can't see it, you can't protect it. But also there's a lot of workloads that people are trying to automate. These are two factors. Can you guys just double down on that? I want to just get that out there because I think this becomes a big thing. >>I think policy having the ability to have an intent based policy that is a foundational technology building block that we are brought together is a very important element. And then when you map it back to tools that Aruba is extending support for including this platform, become very valuable. So David, why don't you walk us >>through? You know, I think one of the advantages that we bring is that this is an extension of the Aruba C X switching portfolio. So yeah, it's a cloud native microservices, very modern switch architecture and we have a comprehensive management platform, the Aruba fabric controller. And so what we are doing is making sure that everything fits together nicely, that we're delivering a complete solution to our customers. But one important thing to mention here is that we are thinking about how customers can do this step by step. So no, we're not requiring them to rebuild their entire data center, They can do this one rack at a time. We can work with their existing spine and deploy one leaf at a time in a very measured way. And so we think it's a great way for enterprises to be able to consume this modern distributed platform. >>That's a great segment. The next question. I mean I totally see this as you guys are talking about the cloud native trend, driving a cloud operational model to every edge. The data center is just another edge. It's a center of data. Love that. I love that line. So I have to kind of ask the operational side of the question, how would an enterprise customers manage all this take us through the nuts and bolts of deploying and managing of his gum? A customer >>That's a very good question. If you take a look at the customer's deployment models and let's let's take the example of they want to now bring in this technology and build a part or highly secure part with it for east west and to make sure that they're protecting 100% of that east west traffic. I think that leveraging all the building blocks that we have innovated between us and Aruba. We want to make sure that the ecosystem that the customer has built, they want whether they have built it with companies like Splunk and service now or Guardianco, they want integration points will be made available to them. If you take a look at, take a step back and say for these environments as you aspire to go toward zero trade security. The issues of inserting security appliances into network flows and having the ability to map it to the knowledge of applications and their dependencies for policy becomes an important function to tackle. So once you accept that, Okay, I have state full security functions built into this top of rack device available for my applications and all workloads, whether they're container workloads, bare metal workload, virtualized workloads uh and I have complete visibility into those workloads without compromising on connectivity and I can control through enforcement of policy where I need it because now security is part of the fabric, it's not a bolt on. Then comes the job of integration with an ecosystem. So whether you're looking at seem and sold companies where we are delivering in close collaboration with Splunk, A Pensando app for Splunk there's also going to be the availability of an elastic module, A plug in module. Uh then turn attention to what's more automation and devops and civil playbooks for the C X 10-K will be made available day one so that where you do not have the ability to deploy the A. F. C. You can use your existing answerable toolkit and they're making those playbooks available to our customers. Uh They want integration with application discovery mapping companies like Guardianco, allowing them to discover who's talking to whom and push and enforce that policy through the C X 10-K will allow for more automated deployments of those policies and finally, compliance integration with vendors like too thin for continuous security compliance monitoring becomes extremely important as the screen depicts a lot of lot of visualization capabilities with companies like Elk which are in beta today and answerable and Splunk and Elk will all be targeted at first customer shipment. So again, telemetry visibility with the integration of the ecosystem. Uh, it becomes a very powerful combination for the customers as they look to operationalize this for day to day three and they, you know, day one, day two, day three automation. >>That's awesome. David, I'd like to let you weigh in on this whole question of operations because you're hitting all the marks here that are relevant cloud, native microservices, apps, explosion and data volume and velocity, hyper scale operational cloud operations, performance, price point security all in this one solution. This is big. Um, it's not like you mentioned earlier, it's not a rip and replace but you can roll it out how how do you see a customer best operational izing this new, >>You know, I think the answer is a little bit different for each customer but you are very careful at the beginning, we introduced this. It's an evolution of switching. It's not a revolution where we have to replace everything and I think that's really exciting is that it builds on the foundational architecture of leaf and spine. And what we're able to do is let that customer introduced these new capabilities one leaf at a time. So maybe when they're upgrading from 10 gigs to 25 gigs, it's a great time for them to introduce this capability into their data center um and then depending on their application, you know, it may be, as Sony said that they've got one particular application, a crown jewel application and so they want to build out that in one rack and provide, you know, very, very robust East west as well as north south um security around that application, but there's so many different ways that customers can deploy this technology and what's really exciting is now is we're beginning to work with our customers, learning about these new use cases and then feeding that back into our roadmap and we all >>know, as you get down lower in the network layer, security is distributed architecture. So everything is paramount like security, super relevant, great conversation, I gotta ask what's next with this technology. Yeah, >>well, you know the teams, the two engineering teams are working together and this is step one on, on a really exciting new path, I don't know, Sony, what would you say? >>I think there's a lot more to come here. This is just a starting point. We have an incredibly strong partnership and go to market partnership here with Uber team with this platform. It is just the beginning uh and it will lead our customers onto the multi cloud journey. Uh and last but not least, I would like to say that you know, in closing uh that are seldom opportunities where you look at disrupting the way things are happening while fitting into customers existing models. So this is, as I said with everything being software defined, you will continue to see as delivering at great velocity more and more software defined services, whether it's encryption, Lord balancing and other state full services over time. Making this technology easier to deploy by fitting into the existing ecosystem and continuing to provide them with the 100 extra scale, 10 X. The performance as well as the ability to do it at a third of the same, you know, at the third of the cost of what they would need to if they had to build this uh today with disparate devices, >>exciting news in the industry. You guys are the pros you've seen all the waves of innovation over the years. I guess my final final question would be, how would you summarize this point in time right now? This is pretty um exciting all this is all happening At the same time, customers are having opportunity to innovate the pandemic has shown a lot of scale and and the need for stability and security. This is a special moment. How would you guys weigh in on that? >>Yeah, I think about it every decade, there's a change in how data centers a belt. And so this is the change that's happening this decade. Moving to a distributed services, switch. The other big mega trend that I see is this move, as I said from data centers to stand as a data and the opportunity for customers to use this technology as they move out to the edge. Have distributed compute and tell us, what do you think Sony? >>I think I couldn't agree more. I think there are so many various technology transitions occurring now. The cloud being the biggest one. Uh the explosion of data and uh, you know, the customers making decisions of having a distributed model And if indeed two thirds, if not 75% of all data will be processed at the edge over the next few years. This architecture is prime for the enterprise to go leverage their best practices of today while they can gradually move that architecture is for the future, which is a multi cloud future >>centers of data, large scale cloud operations automation. The speed of innovation has never seen this before. Uh It's exciting time. Sunny, thank you for coming on. And David, thanks for chatting about this exciting new announcement. Thank you very much. >>Thank you. Thank you. >>This is the power of and hp. Ruba and Pensando partnership. I'm john forward the cube. Thanks for watching. Mhm
SUMMARY :
about the HPV Ruba partnership with Pensando and the new switching platform. port to every flow traversing their data center As we all know with microservices love the speed, love the energy there. Now the customers had to try, you know, trombone all the traffic in and out of these appliances about kind of individually over the years, it's happening now all at the same time, So having the ability to deliver that while eliminating the complex appliances So for the cooler use case, I think we're moving from a world where people talk about data centers So you guys mentioned visibility and a quick follow up on this question because you mentioned visibility can't see it, I think policy having the ability to have an intent based policy that is a But one important thing to mention here is that we are thinking about So I have to kind of ask the operational side of the question, how would an enterprise customers manage all this for the customers as they look to operationalize this for day to day three and they, David, I'd like to let you weigh in on this whole question of operations because you're hitting all the marks here that are relevant You know, I think the answer is a little bit different for each customer but you are very careful at the beginning, know, as you get down lower in the network layer, security is distributed architecture. to do it at a third of the same, you know, at the third of the cost of what they would need to of scale and and the need for stability and security. this technology as they move out to the edge. This architecture is prime for the enterprise to go leverage their best Thank you very much. Thank you. This is the power of and hp.
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Bob Laliberte | Aruba & Pensando Announce New Innovations
>>Thank you. >>Hi and welcome to the Aruba Pensando announcement. I'm lisa martin. Hopefully you've seen the announcement from Antonio and john but if you haven't, we're going to dig into it from an analyst perspective joining me is bob La Liberty, senior analyst at Enterprise strategy Group to unpack the announcement, bob Welcome to the program. >>Thank you very much. Great to be here. >>So in this case anybody hasn't seen the announcement go ahead and give me an overview, what are these two companies announcing? >>Yeah, absolutely. So essentially what you've seen is is that Pensando, who's been developing this distributed services platform to be deployed as an intelligent card, basically has taken their technology and incorporate it into an Aruba switch. So now you can get distributed services, all the great capabilities that Pensando has been working on combined with an Aruba top of rack switch, all managed under the Aruba fabric controller. Um so you've got a really simplistic way to be able to provision, configure and update and assigned policies to all those great Pensando state full services in the top of rack switch for an existing data center environment >>and what's your overall synopsis? Is this a disruptive technology? What do you think? >>Yeah, I really like this. I mean the whole goal of developing this technology was to be somewhat disruptive. It was to enable data center organizations to basically recreate what hyper scale hours are doing and the whole concept is around how do I improve, how do I distribute the services that are needed to help my application to protect my applications closer to the applications themselves. Um so I really find that this is something that's that's really needed. You know, we've seen the pendulum swinging towards distributed. But the interesting part about this announcement is that the majority of applications still reside in existing data centers. And the other the other kind of interesting pieces that, you know, cloud native, everyone talks about cloud native applications, but cloud native doesn't always mean public cloud only and that organizations are actually gonna run them in a hybrid. So organizations need to figure out how they're going to run these cloud native applications and their existing data center environments. And what the combination of the technologies enable organizations to do is to basically retrofit if you will that top of rack switch and be able to deploy, excuse me, deploy those distributed services at a top of rack switch. Instead of having to either rely on existing hardware appliances that are pulled off to the side of the network or to have to deploy agents onto the server which could impact the application performance. So they've kind of hit that goldilocks spot of being able to provide distributed services without impacting the application performance. In fact, when you look at it from that perspective of its not having to go to that appliance pool any longer, it's actually going to increase the performance, right? Your latency is going to be a lot lower because instead of hair pinning through the core of your network. Now you're just going to your top of rack switch. So it's going to improve the performance. >>Everybody wants improved performance. Especially in this the fact that things are continuing to stay distributed and we probably will have some part of that be permanent. So bob how do customers upgrade or integrate this into their existing environments? Talk to me a little bit more about that and the simplicity, it sounds like what you're saying with which they can do that. >>Yeah, this should be a fairly minimally minimally disruptive uh type of integration, essentially what you're doing if you've got a high availability top of rack it environment, you're going to be swapping out one top of rack switch at the time. And organizations do this quite often when they're upgrading for capacity and things of that nature. So in this case it's simply going to be replacing the top of rack switch and organizations can look at different ways of how they want to do this. You know, to start they might want to look at where they're critical applications are and deploy them. They're so they've got the services, it might be based on looking at where, I don't know you might have some regulated services. Right. Pc I things like that that need to make sure that they've got higher levels of security. So essentially it's all about just simply deploying those top of rack switches going on to Aruba's fabric controller being able to spend that up configure, apply the policies and the security policies that you want to employ for those applications and and let it run, >>Talk to me about this in certain context that we know some of the industry's every industry obviously has been affected by the events of the last 1819 months. What we think of manufacturing, healthcare, financial services, give me uh your perspective into some of the customers in those industries and how they'll be able to take advantage of this technology as their environments continue to distribute. >>Yeah, I mean, I think that the interesting piece of this is that, you know what it's really about for any industry, it's about as they modernize their data center, as they modernize their applications. Right? So we've seen the transition from um monolithic too. So a based apps to microservices based applications and and that's really what's driving this. Because what's happening in all those organizations now, there's a lot of of communication within those applications themselves. Right? Because instead of having one monolithic application or two or three pieces of an application, you could now have dozens or hundreds of pieces of an application that need to talk to each other. And so the key for all of these industries, right. Regardless of the industry, when you're deploying this is how do you secure that communication, how do you make sure that East West traffic is being fully protected um because as organizations, you know, the legacy approach was castle and moat protect the perimeter, which was great. But if you got inside that perimeter right then the malware could really put periphery slow, deliberate, sorry, can't talk today. Um, but the idea is now, how can I deploy services that are able to protect that east west traffic as well? And so by deploying those services at the top of rack, you can do that more easily without having any kind of an impact. Right? So I think that you know the zero trust is what it's the mantra is never trust, always verify. And so that's what organizations are looking to do. So even if there is a malware attack and they do get inside the data center that it's not able to spread throughout that organization. >>Got it. And that's absolutely critical. We have seen the security landscape change dramatically in the last year and a half, we've seen this massive spike in ransom where it's companies in every industry. I now know that it is not a matter of if we get attacked, it's when we've seen a massive increase in detail. So let's kind of dig into, You mentioned some of the benefits in terms of low latency performance, let's unpack the security level there. What are some of the things that you've seen in the security landscape where zero trust is absolutely critical for every industry? >>Yeah. Well, like I said, it's really all about how do you make sure you're protecting there's a lot more communication going on within your application itself and how do you protect it? And so as that landscape has changed, it's critically important for organizations to adapt to that and to be able to, you know, make this change happen. So I mean we've seen this in the hyper scale is right. They've deployed the technology, they have it running at the right and those, those intelligent cards at the server level as close as they can. But for an existing data center, it doesn't make sense, right, unless you're replacing your whole data center, which is obviously incredibly disruptive. It's this is really about how do you insert those services in a minimally minimally disruptive way. And that's what that's what's really key here. The other interesting pieces because of the location, because they can track that east west traffic and apply the security policies to it and they can see all that and they've got visibility into it. They can then take that information and they can export it to existing other security tools. So you're not going to get rid of your perimeter security, you still need that. So this is more about a defense and depth about securing or augmenting your security posture and creating much more, much more, much tighter security around those modern application environments as well. So, so having this capability, like I said, it really starts to democratize that, that capability and the functions that the hyper scholars have and it brings it into existing enterprise data center environments and I think that's really what's important. And then, like I said, as organizations progress, they can take the data that they're collecting and they can leverage that with XDR solutions, right? Feed it into other, you know, sense or things like that. That can really help organizations um, you know, enhance their machine learning algorithms and things like that. The more data you can collect, the better you can, you can nail down the the policies that need to be provided there. >>Well, that's important too. As every company these days either needs to become a data company or if they don't, they're probably not going to be around much longer. Talk to me about the overall security kind of like implication. You said this is going to help organizations in any industry augment their overall security posture. That's so critically important these days. >>Yeah. And it's like I said, it's really about having that that full visibility into the east west flows for these so, and their ability, the distributed services switch is able to stream all of that telemetry of those flows right? And that can be complemented by the existing north south firewall telemetry as well. So you've got all this data for the XDR engines and things like that so that you can really determine whether there's an insider attack where there's any movement of malware, things like that, whether there's an external actor that's gotten into the data center, so it really provides you with a lot more visibility and that visibility provides that data that you talked about. So that's really what's key here and again, it's the ability here is that you're not needing to deploy XDR agents on every workload so there's no impact to the application performance when you're doing it in this this matter. So that's what makes it a really kind of an elegant solution to being able to modernize and deliver these capabilities into an existing data center environment. >>What do you think the timeframe is for an organization to be able to take advantage of this technology? >>Yeah, that's a good question. I mean really it's it's up to the, you know, it's up to the organization themselves. Clearly, once the technology is released by Aruba they've got the ability to start deploying it um you know, obviously one of the easiest ways to deploy it might be if they were adding a new rack, adding some new capabilities then certainly that's completely non disruptive and they can get going there, but like I said it, excuse me, it's also quite easy for organisations to be able to to just simply if they've got a high availability top of rack environment to start augmenting it into their existing their existing infrastructure as well, fairly non destructively >>excellent. That non disruption augmentation is critical. I I do want to ask you a question in terms of the partnership with HP Aruban Pensando, what does this signify on the HP side in your opinion? >>Mhm Well from from the HP side, like I said, I think this is a HP has been involved with Pensando for a long time now. They've obviously recognized the value of the technology and wanted to partner with them from an early stage and so um what it really helps is you're thinking about moving forward. It creates a unique opportunity for organizations to take advantage of the Pensando technology within the HP server environments as well as those top of rack switches and create some really unique opportunities to drive even greater visibility and protection. >>Let's do one more thing bob. Let's just summarize your key takeaways if somebody has 30-60 seconds to watch this and see what the three things are that Bob says we need to be taking away from this announcement. What are those three things? >>Yeah, I think the key thing is first to recognize that modern application environments are gaining ground and that organizations need to accommodate these new application architecture. Right? But to do that, they need a solution. They need some technology to help them. So the key takeaway is that this now this H P E. Aruba and Pensando distributed services switch enables you to deploy distributed services into your existing environment in a minimally disruptive way and it provides you with the benefits of improving security of improving performance and user experiences. Um all while making sure that you can scale and do it simply through a single interface through the Aruba fabric controller. >>Got it. And being able to deliver those outstanding customer and user experiences is critical as we are in this day and age where our business lives blend with our consumer lives that we expect things to be able to work like that bob. Thank you for joining me on the program, breaking down the HP Aruba Pensando announcement, telling us what it is, what the benefits are in it for customers and how they can take advantage of that. We appreciate your analysis. >>Very welcome. It's great to be here. >>Probably Liberty. I'm lisa martin. You're watching this HP Aruba Pensando announcement video. Yeah. Mhm.
SUMMARY :
Group to unpack the announcement, bob Welcome to the program. Great to be here. So now you can get distributed services, all the great capabilities do I improve, how do I distribute the services that are needed to help my application to Talk to me a little bit more about that and the simplicity, it sounds like what you're saying with which they can do that. it's simply going to be replacing the top of rack switch and organizations can look at different ways of Talk to me about this in certain context that we know some of the industry's every industry obviously has been affected of pieces of an application that need to talk to each other. What are some of the things that you've seen in the security landscape where zero trust is absolutely and they can export it to existing other security tools. You said this is going to help organizations in any industry augment here and again, it's the ability here is that you're not needing to deploy to start deploying it um you know, obviously one of the easiest ways to deploy it might I I do want to ask you a question in terms Mhm Well from from the HP side, like I said, I think this is a HP has been involved seconds to watch this and see what the three things are that Bob says we need to be taking away So the key takeaway is that this now this H P E. Aruba and Pensando things to be able to work like that bob. It's great to be here. I'm lisa martin.
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William Choe and Shane Corban | Aruba & Pensando Announce New Innovations
>>Hello and welcome to the power of and where H P E Aruba and Pensando are changing the game the way customers scale at the cloud and what's next in the evolution in switching everyone. I'm john ferrier with the Cuban. I'm here with Shane Corbyn, Director of Technical Product management. Pensando Williams show vice president Product management, Aruba HP Gentlemen, thank you for coming on and doing a deep dive and and going into the big news. So the first question I want to ask you guys is um, what do you guys see from a market customer perspective that kicked this project off? Amazing results over the past year or so. Where did it all come from? >>It's a great question, John So when we were doing our homework, there were actually three very clear customer challenges. First, security threats were largely spawned with from within the perimeter. In fact, four star highlights that 80% of threats originate within the internal network. Secondly, workloads are largely distributed, creating a ton of east west traffic and then lastly, network services such as firewalls load balancers. VPN aggregators are expensive. They're centralized and then ultimately result in service changing complexity. So everyone, >>so go ahead. Change. >>Yeah. Additionally, when we spoke to our customers after launching initially the distributed services platform, these compliance challenges clearly became apparent to us and while they saw the architectural value of adopting what the largest public cloud providers have done by putting a smart making each compute note to provide these state full services. Enterprise customers were still were struggling with the need to upgrade fleets and Brownfield servers and the associated per node cost of adding a spark nick to every compute node. Typically the traffic volumes for on a personal basis within an enterprise data center are significantly lower than cloud. Thus we saw an opportunity here to in conjunction with Aruba developed a new category of switching product um, to share the crossing capabilities of our unique intellectual property around our DPU across a rack of servers that Net Net delivers the same set of services through a new category of platform, enabling a distributed services architecture and ultimately addressing the compliance and uh, TCO generating huge TCO and ri for customers. >>You know, one of the things that we've been reporting on with you guys as well as the cloud scale, this is the volume of data and just the performance and scale I think the timing of the, of this partnership and the product development is right on point. You got the edge right around the corner more, more distributed nature of cloud operations, huge, huge change in the marketplace. So great timing on the origination story there. Great stuff. Tell me more about the platform itself. The details what's under the hood, the hardware. Os, what are the specs? >>Yeah, so we started with a very familiar premise, Ruba customers are already leveraging C X with an edge to cloud, common operating model and deploying Leaf and spy networks. Plus we're excited to introduce the industry's first distributed services switch where the first configuration has 48 25 gig ports with 100 gig uplinks running Aruba C X cloud native operating system. Pensando A six and software inside enabling layer four through seven staple services you want to elaborate on. >>Let me elaborate on that a little further. Um, you know, as we spoke, existing platforms and how customers were seeking to address these challenges were inherently limited by the diocese and that thus limited their scale and performance and ability in traditional switching platforms to deliver truly stable functions in in a switching platform. This was, you know, architecturally from the ground up. When we developed our DPU 1st and 2nd generation, we delivered it or we we we built it with staples services in in mind from the Gecko. We we leverage to clean state designed with RP four program with GPU, we evolved to our seven nanometer based DPU right now, which is essentially enabling software and silicon and this has generated a new level of performance scale flexibility and capability in terms of services this serves as the foundation for or 200 gig card where we're taking the largest cloud providers into production for. And the DPU itself is designed inherently to process state track state connections and state will flow is a very, very large scale without impacting performance. And in fact, the two of these deep you component service, their services foundation of the C X 10-K And this is how we enable states of functions in a switching platform. Functions like stable network network fire walling, stable segmentation, enhance programmable telemetry. Which we believe will bring a whole lot of value to our customers. And this is a, a platform that's inherently programmable from the ground up. We can we can build and and leverages platform to build new use cases around encryption, enabling state for load balancing, stable nash to name a few. But the key message here is this is this is a platform with the next generation of architecture is in mind is programmed but at all levels of the stack and that's what makes it fundamentally different than anything else. >>I want to just double click on that if you don't mind before we get to the competitive question because I think you brought up the state thing, I think this is worth calling out if you guys don't mind commenting more on this state issue because this is big cloud. Native developers right now want speed, they're shifting left at the Ci cd pipeline with program ability. So going down and having the program ability and having state is a really big deal. Can you guys just expand on that a little bit more and why it's important and how hard it really is to pull off. >>I I can start I guess. Well um it's very hard to pull off because of the sheer amount of connections you need to track when you're developing something like a state, full firewall or state from load balancer. A key component of that is managing the connections at very, very large scale and understanding what's happening with those connections at scale without impacting application performance. And this is fundamentally different. A traditional switching platform regardless of how it's deployed today in a six don't typically process and manage state like this. Memory resources within the shape aren't sufficient. Um the policy scale that you can implement on a platform aren't sufficient to address and fundamentally enable deployable fire walling or load balancing or other state services. >>That's exactly right. So the other kind of key point here is that if you think about the sophistication of different security threats, it does really require you to be able to look at the entire packet and more so be able to look at the entire flow and be able to log that history so that you can get much better heuristics around different anomalies. Security threats that are emerging today. >>That's a great great point. Thanks for bringing that extra extra point out, I would just add to this, we're reporting this all the time when silicon angle in the cube is that you know, the you know, the the automation wave that's coming with around data, you know, it's the center of data now, not date as soon as we heard earlier on with the presentation data drives automation having that enabled with state is a real big deal. So I think that's really worth calling out now. I got to ask the competition question, how is this different? I mean this is an evolution, I would say it's a revolution you guys are being humble um but how is this different from what customers can deploy today >>architecturally, if you take a look at it? So we've, we've spoken about the technology and fundamentally in the platform, what's unique in the architecture but foundational e when customers deploy stable services, they're typically deployed leveraging traditional big box appliances for east west or workload based agents which seek to implement stable security for each East west architectural, what we're enabling is staples services like fire walling, segmentation can scale with the fabric and are delivered at the optimal point for east west which is through the Leaf for access their of the network and we do this for any type of workload. Being deployed on a virtualized compute node being deployed on a containerized, our worker node being deployed on bare metal agnostic of topology. It can be in the access layer of a three tier design and a data center. It can be in the leaf layer of the excellent VPN based fabric. But the goal is an all centrally managed to a single point of orchestration control which William we'll talk about shortly. The goal of this is to to drive down the TCO of your data center as a whole by allowing you to retire legacy appliances that are deployed in in east west role, not utilized host based agents and thus save a whole lot of money. And we've modeled on the order of 60 to 70% in terms of savings in terms of the traditional data center pod design of 1000 compute nodes which will be publishing and as as we go forward, additional services as we mentioned like encryption, this platform has the capability to terminate up to 800 gigs of line, right encryption, I P sec VPN per platform state will not load balancing and this is all functionality will be adding to this existing platform because it's programmable as we mentioned from the ground up. >>What are some of the use cases lead and one of the top use case. What's the low hanging fruit? And where does this go? Service providers enterprise, what are the types of customers you guys see implementing? >>Yeah, that's what's really exciting about the C X 10,000 we actually see customer interest from all types of different markets, whether it be higher education service providers to financial services, basically all enterprises verticals with private cloud or edge data centers for example, could be a hospital, a big box retailer or Coehlo. Such as an equity. It's so it's really the 6 10,000 that creates a new switching category enabling staple services in that leaf node, right at the workload, unifying network and security automation policy management. Second, the C X 10,000 greatly improved security posture and eliminates the need for hair pinning east west traffic all the way back to the centralized plants. Lastly, a Shane highlighted there's a 70% Tco savings by eliminating that appliance brawl and ultimately collapsing the network security operations. >>I love the category creation vibe here. Love it. And obviously the technical and the cloud line is great. But how do the customers manage all this? Okay. You got a new category. I just put the box in, throw away some other one. I mean how does this all get down? How does the customers manage all this? >>Yeah. So we're looking to build on top of the ribbon fabric composer. It's another familiar sight for our customers which already provides for compute storage and network automation with a broad ecosystem integrations such as being where the sphere be center as with Nutanix prison And so aligned with the c. x. 10,000 at G. A. now the aruba fabric composer unifies security and policy orchestration and management with the ability to find firewall policies efficiently and provide that telemetry to collectors such a slump. >>So the customer environments right now involve a lot of multi vendor and new frameworks cloud native. How does this fit into the customer's existing environment? The ecosystem. How do they get that get going here? >>Yeah, great question. Um our customers can get going is we we built a flexible platform that can be deployed in either Greenfield or brownfield. Obviously it's a best of breed architecture for distributed services were building in conjunction with the ruble but if customers want to gradually integrate this into their existing environments and they're using other vendors, spines or course this can be inserted seamlessly as a leaf or an access access to your switch to deliver the exact same set of services within that architecture. So it plugs seamlessly in because it supports all the standard control playing protocols, VX, Lenny, VPN and traditional attitude three tier designs easily. Now for any enterprise solution deployment, it's critical that you build a holistic ecosystem around it. It's clear that this will get customer deployments and the ecosystem being diverse and rich is very, very important and as part of our integrations with the controller, we're building a broad suite of integrations across threat detection application dependency mapping, Semen sore develops infrastructure as code tools like ants, Poland to answer the entire form. Um, it's clear if you look at these categories of integrations, you know XDR or threat detection requires full telemetry from within the data center. It's been hard to accomplish to date because you typically need agents on, on your compute nodes to give you the visibility into what's going on or firewalls for east west flaws. Now our platform can natively provide full visibility in dolphins, East west in the data center and this can become the source of telemetry truth that these Ml XT or engines required to work. The other aspects of ecosystem are around application dependency mapping the single core challenge with deploying segmentation. East West is understanding the rules to put in place right first, is how do you insert the service uh service device in such a way that it won't add more complexity. We don't add any complexity because we're in line natively. How do we understand that allow you to build the rules are necessary to do segmentation. We integrate with tools like guard corps, we provide our flow logs a source of data and they can provide rural recommendations and policy recommendations for customers around. We're building integrations around steve and soar with tools like Splunk and elastic elastic search that will allow net hops and sec ops teams to visualize, train and manage the services delivered by the C X 10-K. And the other aspect of ecosystem from a security standpoint is clearly how do I get policy from these traditional appliances and enforce them on this next generation architecture that you've built that can enable state health services. So we're building integrations with tools like toughen analgesic third party sources of policy that we can ingest and enforcing the infrastructure allowing you to gradually migrate to this new architecture over time >>it's really a cloud native switch, you solve people's problems pain points but yet positioned for growth. I mean it sounds that's my takeaway. But I gotta ask you guys both what's the takeaway for the customers because it's not that simple for that. We have a complicated >>Environment. I think, I think it's really simple every 10 years or so. We see major evolutions in the data center in the switching environment. We do believe we've created a new category with the distributed services, distributed services, switch, delivering cloud scale distribute services where the local where the workloads were side greatly simplifying network security provisions and operations with the Yoruba fabric composer while improving security posture and the TCO. But that's not all folks. It's a journey. Right. >>Yeah, it's absolutely a journey. And this is the first step in in a long journey with a great partner like Aruba, there's other platforms, 100 or four gig hardware platforms we're looking at and then there's additional services that we can enable over time allowing customers to drive even more Tco value out of the platform and the architectural services like encryption for securing the cloud on ramp services like state for load balancing to deploy east west in the data center and you know, holistically that's that's the goal, deliver value for customers and we believe we have an architecture and a platform and this is the first step in a long journey. It's >>a great way. I just ask one final final question for both of you. As product leaders, you've got to be excited having a category creation product here in this market, this big wave. What's what's your thoughts? >>Yeah, exactly. Right. It doesn't happen that often. And so we're all in, it's it's exciting to be able to work with a great team like Sandu and chain here. And so we're really excited about this launch. >>Yeah, it's awesome. The team is great. It's a great partnership between and santo and Aruba and you know, we we look forward to delivering value for john customers. >>Thank you both for sharing under the hood and more details on the product. Thanks for coming on. >>Thank you. Okay, >>the next evolution of switching, I'm john furrier here with the power of An HP, Aruba and Pensando, changing the game the way customers scale up in the cloud and networking. Thanks for watching. Mhm.
SUMMARY :
So the first the perimeter. so go ahead. property around our DPU across a rack of servers that Net Net delivers the same set You know, one of the things that we've been reporting on with you guys as well as the cloud scale, the first configuration has 48 25 gig ports with 100 gig uplinks running And in fact, the two of these deep you component service, I think this is worth calling out if you guys don't mind commenting more on this state issue Um the policy scale that you can So the other kind of key point here is that if you think about the sophistication I mean this is an evolution, I would say it's a revolution you guys are being humble um but how The goal of this is to to drive down the TCO of your data center as a whole by allowing What are some of the use cases lead and one of the top use case. It's so it's really the 6 10,000 that creates a new switching category And obviously the technical and the cloud prison And so aligned with the c. x. 10,000 at G. A. now the aruba fabric So the customer environments right now involve a lot of multi vendor and new frameworks cloud native. and enforcing the infrastructure allowing you to gradually migrate to this new architecture But I gotta ask you guys both what's the takeaway for the customers because We see major evolutions in the data center in the switching environment. in the data center and you know, holistically that's that's the goal, deliver value for customers this big wave. it's it's exciting to be able to work with a great team like Sandu and chain here. It's a great partnership between and santo and Aruba and you Thank you both for sharing under the hood and more details on the product. Thank you. the next evolution of switching, I'm john furrier here with the power of An HP, Aruba and Pensando,
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Krishna Doddapaneni and Pirabhu Raman, Pensando | Future Proof Your Enterprise 2020
(upbeat music) >> Narrator: From theCUBE studios in Palo Alto and Boston, connecting with thought leaders all around the world, this is a CUBE conversation. >> Hi, I'm Stu Miniman, and welcome to this CUBE conversation. We're digging in with Pensando. Talking about the technologies that they're using. And happy to welcome to the program, two of Pensando's technical leaders. We have Krishna Doddapaneni, he's the Vice President of Software. And we have here Pirabhu Raman, he's a Principal Engineer, both with Pensando. Thank you so much for joining us. >> Thank you Stu. >> All right. >> Thank you for having us here >> Krishna, you run the Software Team. So let's start there and talk about really the mission and shortly obviously, bring us through a little bit of architecturally what Pensando was doing. >> To get started, Pensando we are building a platform, which can automate and manage the network storage and security services. So when we talk about software here, it's like the better software as you start from all the way from bootloader, to all the way it goes to microservices controller. So the fundamentally the company is building a domain specific processor called a DSP, that goes on the card called DSC. And that card goes into a server in a PCIe slot. Since we go into a server and we act as a NIC, we have to do drivers for Windows, all the OS' Windows, Linux, ESX and FreeBSD. And on the card itself, the chip itself, there are two fundamental pieces of the chip. One is the P4 pipelines, where we run all our applications, if you can think like in the firewalls, in the virtualization, all security applications. And then there's Arm SoC, which we have to bring up the platform and where we run the control plane and data and management plane so that's one piece of the software. The other big piece of software is called PSM. Which kind of, if you think about it in data center, you don't want to manage, one DSC at a time or one server at a time. We want to manage all thousands of servers, using a single management and control point. And that's where the test for the PSM comes from. >> Yeah, excellent. You talked about a pretty complex solution there. One of the big discussion points in the networking world and I think in general has been really the role of software. I think we all know, it got a little overblown. The discussion of software, does not mean that hardware goes away. I wrote a piece, many years ago, if you look at how hyperscalars do things, how they hyper optimize. They don't just buy the cheapest, most generic thing. they tend to configure things and they just roll it out in massive scale. So your team is well known for, really from a chip standpoint, I think about the three Cisco spin-ins. If you dug underneath the covers, yes there was software, but there was an Async there. So, when I look at what you're doing in Pensando, you've got software and there is a chip, at the end of the day. It looks, the first form factor of this looks like, a network card, the NIC that fits in there. So give us in there some of the some of the challenges of software and there's so much diversity in hardware these days. Everything getting ready for AI and GPUs. And you listed off a bunch of pieces when you were talking about the architecture. So give us that software/hardware dynamic, if you would. >> I mean, if you look at where the industry has been going towards, right, I mean, the Moore's law has been ending and Dennard scale is a big on Dennard scaling. So if you want to set all the network in certain security services on x86, you will be wasting a bunch of x86 cycles. The customer, why does he buy x86? He buys x86 to run his application. Not to run IO or do security for IO or policies for IO. So where we come in is basically, we do this domain specific processor, which will take away all the IO part of it, and the computer, just the compute of the application is left for x86. The rest is all offloaded to what we call Pensando. So NIC is kind of one part of what we do. NIC is how we connect to the server. But what we do inside the card is, firewalls, all the networking functions: SDNs, load balancing in all the storage functions, NVMe virtualization, and encryption of all the packets, data of data at rest and data of data in motion. All these services is what we do in this part. And you know, yes, it's an Async. But if you look at what we do inside, it's not a fixed Async. We did work on the previous spin-ins as you said, with Async, but there's a fundamental difference between that Async can this Async. In those Asyncs for example, there's a hard coded routing table or there's a hard coded ACL table. This Async is a completely programmable. It's more like it's a programmable software that we have domain specific language called P4. We use that P4 to program the Async. So the way I look at it, it's an Async, but it's mostly software driven completely. And from all the way from controllers, to what programs you run on the chip, is completely software driven. >> Excellent. Pirabhu of course, the big announcement here, HPE. You've now got the product. It's becoming generally available this month. We'd watch from the launch of Pensando, obviously, having HPE as not only an investor, but they're an OEM of the product. They've got a huge customer base. Maybe help explain, from the enterprise standpoint, if I'm buying ProLion, where now does, am I going to be thinking about Pensando? What specific use cases? How does this translate to the general and enterprise IP buyer? >> We cover of whole breadth of use cases, at the very basic level, if your use cases or if your company is not ready for all the different features, you could buy it as a basic NIC and start provisioning it, and you will get all the basic network functions. But at the same time in addition to the standard network functions, you will get always on telemetry. Like you will get rich set of metrics, you will get packet capture capabilities, which will help you very much in troubleshooting issues, when they happen, or you can leave them always on as well. So, you can do some of these tap kind of functionalities, which financial services do. And all these things you will get without any impact on the workload performance. Like the customers' application don't see any performance impact when any of these capabilities are turned on. So once this is as a standard network function, but beyond this when you are ready for enforcing policies at the edge or you're ready for enforcing stateful firewalls, distributed firewalling capabilities, connection tracking, some of the other things, like Krishna touched upon NVMe virtualization, there are all sorts of other features you can add on top of. >> Okay, so it sounds like what we're really democratizing some of those cloud services or cloud like services for the network, down to the end device, if I have this right. >> Exactly. >> Maybe if you could, networking, we know, our friends in network. We tend to get very acronym driven, to overlays and underlays and various layers of the stack there. When we talk about innovation, I'd love to hear from both of you, what are some of those kind of key innovations, if you were to highlight just one or two? Pirabhu, maybe you can go first and then Krishna would would love your follow up from that. >> Sure, there are many innovations, but just to highlight a few of them, right. Krishna touched upon P4, but even on the P4, P4 is very much focused on manipulating the packets, packets in and packets out, but we enhanced it so that we can address it in such a way that from memory in-packet out, packet in-memory out. Those kind of capabilities so that we can interface it with the host memory. So those innovations we are taking it to the standard and they are in the process of getting standardized as well. In addition to this, our software stack, we touched upon the always on telemetry capabilities. You could do flow based packet captures, NetFlow, you could get a lot of visibility and troubleshooting information. The management plane in itself, has some of the state of the art capabilities. Like it's distributed, highly available, and it makes it very easy for you to manage thousands of these servers. Krishna, do you want to add something more? >> Yes, the biggest thing of the platform is that when we did underlays and overlays, as you said there, everything was like fixed. So tomorrow, you wake up and come with a new protocol, or you may come up with a new way to do storage, right? Normally, in the hardware world, what happens is, Oh, you have to I have to sell you this new chip. That is not what we are doing. I mean, here, whatever we ship on this Async, you can continue to evolve and continue to innovate, irrespective of changing standards. If NVMe goes from one dot two to one dot three, or you come up with a new encapsulation of VXLAN, you do whatever encapsulations, whatever TLVs you would want to, you don't need to change the hardware. It's more about downloading new firmware, and upgrading the new firmware and you get the new feature. That is that's one of the key innovation. That's why most of the cloud providers like us, that we are not tied to hardware. It's more of software programmable processor that we can keep on adding features in the future. >> So one way to look at it, is like, you get the best of both worlds kind of a thing. You get power and performance of Async, but at the same time you get the flexibility of closer to that of a general purpose processor. >> Yeah, so Krishna, since you own the software piece of thing, help us understand architecturally, how you can deploy something today but be ready for whatever comes in the future. That's always been the challenge is, Gee, maybe if I wait another six months, there'll be another generation something, where I don't want to make sure that I miss some window of opportunity. >> Yeah, so it's a very good question. I mean, basically you can keep enhancing your features with the same performance and power and latency and throughput. But the other important thing is how you upgrade the software. I mean today whenever you have Async. When you have changed the Async, obviously, you have to pull the card out and you put the new card in. Here, when you're talking upgrading software, we can upgrade software while traffic is going through. With very minimal disruption, in the order of sub second. Right, so you can change your protocol, for example, tomorrow, we change from VXLAN to your own innovative protocol, you can upgrade that without disrupting any existing network or storage IO. I mean, that's where the power of the platform is very useful. And if you look at it today, where cloud providers are going right, and the cloud providers, you don't want to, because there are customers who are using that server, and they're deploying their application, they don't want to disturb that application, just because you decided to do some new innovative feature. The platform capability is that you could upgrade it, and you can change your mind sometime in the future. But whatever existing traffic is there, the traffic will continue to flow and not disrupt your app. >> All right, great. Well, you're talking about clouds one of the things we look at is multi cloud and multi vendor. Pirabhu, we've got the announcement with HPE now, ProLion and some of their other platforms. Tell us how much work will it be for you to support things like Dell servers or I think your team's quite familiar with the Cisco UCS platform. Two pieces on that number one: how easy or hard is it to do that integration? And from an architectural design? Does a customer need to be homogeneous from their environment or is whatever cloud or server platform they're on independent, and we should be able to work across those? >> Yeah, first off, I should start with thanking HPE. They have been a great partner and they have been quick to recognize the synergy and the potential of the synergy. And they have been very helpful towards this integration journey. And the way we see it, a lot of the work has already been done in terms of finding out the integration issues with HPE. And we will build upon this integration work that has been done so that we can quickly integrate with other manufacturers like Dell and Cisco. We definitely want to integrate with other server manufacturers as well, because that is in the interest of our customers, who want to consume Pensando in a heterogenous fashion, not just from one server manufacturer. >> Just want to add one thing to what Pirabhu's saying. Basically, the way we think about it is that, there's x86 and then the all the IO, the infrastructure services, right. So for us, as long as you get power from the server, and you can get packets and IO across the PCIe bus, we are kind of, we want to make it a uniform layer. So the Pensando, if you think about it, is a layer that can work across servers, and could work inside the public cloud and when we have, one of our customers using this in hybrid cloud. So we want to be the base where we can do all the storage network and security services, irrespective of the server and where the server is placed. Whether it's placed in the call log, it's placed in the enterprise data center, or it's placed in the public cloud. >> All right, so I guess Krishna, you said first x86. Down the road, is there opportunity to go beyond Intel processors? >> Yes. I mean, we already support AMD, which is another form of x86. But other architecture doesn't prevent us from any servers. As long as you follow the PCIe standard, we should, it's more of a testing matrix issue. It's not about support of any other OS, we should be able to support it. And initially, we also tested once on PowerPC. So any kind of CPU architecture, we should be able to support. >> Okay, so walk me up the application stack a little bit though. Things like virtualization, containerization. There's the question of does it work but does it optimize? Any of us live through those waves of, Oh, okay, well it kind of worked, but then there was a lot of time to make things like the origin networking work well in virtualization and then in containerization. So how about your solution? >> I mean you should look at, a good example is AWS, like what AWS does with Nitro. So on Nitro, you do EBS, you do security, and you do VPC. In all the services is effectively, we think about it, all of those can be encapsulated in one DSC card. And obviously, when it comes to this kind of implementation on one card, right, the first question you would ask what happens to the noisy neighbor? So we have the right QOS mechanisms to make sure all the services go through the same card, at the same time giving guarantees to the customer that (mumbles) especially in the multi-tenant environment, whatever you're doing on one VPC will not affect the other VPC. And the advantage of the platform that what we have is very highly scalable and highly performing. Scale will not be the issue. I mean, if you look at existing platforms, even if you look at the cloud, because when you're doing this product, obviously, we'll do benchmarking with the cloud and enterprises. With respect to scale, performance and latency, we did the measurements and we are order of magnitude compared to (sneezes) given the existing clouds and currently whatever enterprise customers have. >> Excellent, so Pirabhu, I'm curious, from the enterprise standpoint, are there certain applications, I think about like, from an analytic standpoint, Splunk is so heavily involved in data that might be a natural fit or other things where it might not be fully tested out with anything kind of that ISV world that we need to think about. >> So if we're talking in terms of partner ecosystems, our enterprise customers do use many of the other products as well. And we are trying to integrate with other products so that we can get the maximum value. So if you look at it, you could get rich metrics and visualization capabilities from our product, which can be very helpful for the partner products because they don't have to install an agent and they can get the same capability across bare metal virtual stack as well as containers. So we are integrating with various partners including some CMDB configuration management database products, as well as data analytics or network traffic analytics products. Krishna, do you want to add anything? >> Yeah, so I think it's just not the the analytics products. We're also integrating with VMware. Because right now VMware is a computer orchestrated and we want to be the network policy orchestrator. In the future, we want to integrate with Kubernetes and OpenShift. So we want to add integration so that our platform capability can be easily consumable irrespective of what kind of workload you use or what kind of traffic analytics tool you use or what kind of data link that you use in your enterprise data center. >> Excellent, I think that's a good view forward as to where some of the work is going on the future integration. Krishna and Pirabhu, thank you so much for joining us. Great to catch up. >> Thank you Stu. >> Thanks for having us. >> All right. I'm Stu Miniman. Thank you for watching theCUBE. (gentle music)
SUMMARY :
leaders all around the world, he's the Vice President of Software. really the mission and shortly obviously, it's like the better software as you start One of the big discussion to what programs you run on the chip, Pirabhu of course, the big and you will get all the or cloud like services for the network, Maybe if you could, networking, and it makes it very easy for you and you get the new feature. but at the same time you comes in the future. and you can change your clouds one of the things And the way we see it, So the Pensando, if you think about it, Down the road, is there opportunity As long as you follow the PCIe standard, There's the question of does it work the first question you would ask from the enterprise standpoint, So if you look at it, you In the future, we want to integrate on the future integration. Thank you for watching theCUBE.
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Prem Jain, Pensando | Future Proof Your Enterprise 2020
(soothing music) >> Commentator: From theCUBE studios in Palo Alto in Boston, connecting with thought leaders all around the world, this is a CUBE conversation. >> Hi, I'm Stuart Miniman, and welcome to this Pensando event. We're talking about how Pensando is helping the future proof for enterprise. Really happy to welcome back to the program. Prem Jain he is the CEO of Pensando. Prem, thanks so much for joining us. >> Thank you. >> All right, So we had the opportunity, Jeff Frick was at the launch when Pensando came out of stealth. Of course, we were all together there, New York City, beautiful views at the Goldman Sachs office in New York City. We had John Chambers there, Antonio Neary and really explaining to the world what your team is doing. And giving that out to the world. We're a little bit more than six months later. So, first just give us the update is how's your team doing? Obviously, when people come out of stealth or have any major things going on. You can't necessarily predict when things like a pandemic or global financial situations are happening, but how's the team doing and give us the updates since last year? >> Yeah sure, thank you. It was a great launch actually we had and that was in October. Since then, the company had made tremendous progress in all different areas of the company. So let me start with a number of people. We have grown to 250 plus people in the company, we filled up all our key positions in the company, and we are really making very good progress with the whole overall team. Product-wise, we continuously delivering since October last year. We have made multiple releases for the enterprise customers, we have made multiple releases for the cloud customers. And we also have done work with some other service provider customers. And the product is really doing very well in these environments. We have partners like you mentioned in the Discover show, HP is going to launch our cards into their server. This is the official launch, we are already shipping to some customers. And this particular thing is with all their servers as well as the GreenLake product. We continue to work with our cloud partners and they are also, we have done multiple releases to them and they will all go in production in next six months time frame. We also have a lot of interest, we are seeing it from the service product customers and we are working with a few of them. I cannot mention the name at this particular point but we will share with you, once that information becomes available. And they are very excited about the technologies which we have. And they think this innovation which we bringing into the market is really great for the edge market, in the cloud as well as edge of the service provider. >> Congratulations Prem on the progress there, of course, HPE was an investor and you know and expected to be an OEM. So, getting that, you know less than a year from when you've come out of stealth, to being generally available this month, great milestone there. And as you said, you've already got some early customers using it. >> Yes. >> Help us understand, when the company first launched, your team has a very storied pedigree. Everyone in the network knows what you've done before. when I was waiting to watch, when you were in stealth, it's like, okay, well, I know there's going to be a chip and, we'll see how all the software that happening in the world is going to change that. So very Much edge is one of the, key use cases that you talk about, that you're enabling but, help our audience understand a little bit. If I'm an HPE customer, and I'm looking at GreenLake, I'm looking at ProLiant. What are those things that I'm doing that says, Oh, hey, HPE is now going to offer this to me. >> Yeah, so I think what the customer is going to get in the very beginning is HPE is going to ship our DSC card into the server. And that makes the server a future proof. And the reason for that is because, initially they are just using the networking capabilities. But then going forward, they can enable security capabilities. We can do like distributed firewall. We can do distributed load balancing, we can provide the encryptions, we can provide the capability of making sure the system is highly secure. We have created a air gap between the host and the network itself. They can also making it sure that they can get the visibility on the networking side, as well, as the application is very close to the application edge. Security is the right place to be close to where the application is running on the server. And then we provide the capability with the policy and service manager, so that they can manage lifecycle of this particular products into all the servers which is installed, as well as making sure they can enable all the features and capabilities based upon the object model. >> Yeah, excellent. Absolutely security needs to be everywhere. So when we think about edge models, how do I get into those devices? So therefore, form factor of a card, that fits in seems to be well. We talked about it at the launch. Goldman Sachs was, a customer of yours. They're very well known in the enterprise space, Financial Services, needs to make sure securities there needs to understand that, maybe speak to that enterprise customer. And if there's anything specifically with how Goldman sees this rolling, that can help illustrate a little bit more what you're doing. >> Sure, so we start shipping to Goldman right after the launch, as we talked about in the launch itself. They have since then, they are now expanding it and rolling it out more servers and capabilities into their environment, particularly using distributed firewall, and other capabilities, which is, they wanted to make sure that it get deployed into their environment. And one of the things which is we are looking at it also, is that we want it to be for every future servers they buy, we want to be part of it and then they can enable all the services related to like I talked about before. Firewall, load balancing, micro-segmentation other capabilities, containers down the road. To make sure that we can provide storage also as a part of it. So we can enable them to deploy those services and that makes it also in their case of future proof once they deployed, roll out this particular capabilities. At the same time, we have more than 10 to 12 customers, which is we are doing a POC and these are all very large enterprise customers. And the POC so far has done... is going very well. And these customers again will deploy different capabilities of the product. Starting in Q3, Q4 this year. The POC is going very well and we are very excited about working with these customers and these are named brand customers. Once you will see it, once we will announce it, you will see it, this is really making a difference in their environment. >> You talk about the capabilities that customers are using today and then, the roadmap of services that they will be able to add on top of that. >> Obviously, you're talking about future proof, I shouldn't change the hardware. But, how do I think about it from a customer standpoint? Is it similar to kind of a SaaS model as to how things updated? Do do I purchase it? More as a subscription than as a feature card? How should I be thinking that from a consumption model or, the finance team, when you say, oh, there's all these wonderful things? What will that do to my cost over time? >> No absolutely, I think it's a very good point, the way the customer should think about it is that they're getting, one is a piece of the hardware which provides this capabilities. And then on top of it, the subscription model, which allows them to pay in three years, or if they want to buy it all in once, they can also do that. It's a very cost effective way of deploying these services. This is a new paradigm. This is a world of distributed services paradigm, and I think this will allow them to scale up, scale down whatever is needed because by the time you are discarding to a server, you're basically adding these capabilities in every server. And more servers you're going to add, you don't need to worry about, do I need to add this particular capabilities on the servers, you can enable whatever is necessary to enable in that server. And it's a very cost effective model. Once you enable these services, encryptions, compressions, firewall, load balancing, all the networking services and storage services, once you enable all those, it's very cost justifiable in terms of deploying these services. >> So Prem, when I think about HPE and their history, in the compute market very much they offer flexibility, they want things to be really simple when they go out the door. You've both partnered with them as well as created competing products with HP in the past so, give us a little bit more as to what Pensando plus HPE will deliver to the market place. >> Yeah, exciting, is a very good partnership so far, I think can we assume that this is going to continuously get better and better. The reason I think is very important, because instead of just selling a classic server, HPEs now have the ability to provide the security solutions, networking solutions, as well as storage solutions to their customers. And this one is really providing all the services, simplifying the design of the network, and also making sure that the customers can enable all these capabilities wherever they want. It's a model which is unprecedented in the sense of it's a totally distributed and the customers should be able to enable whatever the service they need there, even if they didn't plan it in the past. >> Yeah, excellent, we very much these days talk about, how important data is, and I need to be able to deliver services where the data is. So, very much a discussion of the cloud as well as the edge. So, it sounds like this is extending, the importance of that data and being able to bring those services, very much where the data is being created and service in real time. >> Correct. >> Okay, so, from the HPE relationship obviously gives you, a good chunk of the enterprise business, but down the road, should we be thinking about other partnerships and potentially even other OEM relationships? >> Yes, I think, like I said, we are working with the two or three major cloud vendors. And they will be rolling it out by the end of this year. And they see themselves like we said, we are going to democratize the Cloud based upon the fact that the only solution which is Amazon has based upon the Nitro, we are now providing the capabilities, to all the cloud vendors. And they can take this particular technologies and integrate in their environment, which is what we are providing the software stack. And they are integrating, and they will be going into the production and providing more capabilities, more features, and stuff like that. Then what the competition will provide. So this is a really excellent opportunity, both for us as well as for our cloud vendor partners. >> Yeah, one of the key things when you hear talk of what AWS is doing with Nitro, and the Outpost solution is they talk about, from a hardware standpoint and a software standpoint, they pull certain things off of the software layer to be able to have them be more performing, but also it's both in the cloud and in your location, whether that be an edge data center with Outpost, it's the same on both ends. So, it should I be thinking of this in a similar model that you need to... I guess, where is it that it would be an enterprise only play? And what considerations is it between enterprise and cloud when you'd be buying it from multiple vendors, if they're enabled by your solution? >> Absolutely, and I think for the enterprise, the people who wants to build their own cloud, I think this is provide a really excellent solution. Because all the capabilities which we have will provide all the features which you can get from the cloud vendors, in that particular sense. And if you are in the cloud, you can provide scale and capabilities to the cloud vendors. Now the combination is a very powerful solutions between, you can get the same services, whether you're in premise, or providing or leveraging the cloud. And that can give also hybrid opportunities. You can run, same capabilities, same features in the hybrid cloud model where you're running some on your premises and some running in the cloud itself. >> Excellent, all right. So, Prem you've got the solution coming out with HPE, you talked a little bit about some of the other, partnerships in the cloud. Partners there, give us a little bit of priorities for the second half of 2020. >> Yeah, so I think the first half we have done very well financially also, we are running almost close to 50% ahead of our forecast where we were at this particular point. Going forward, I think we need to make sure that we execute based upon, the current roadmap which we have, and making sure that we meet the customers expectations and our partners expectations. And also, I want to also give you another thing is that which is our plan is basically our second generation innovation. Also is going to come in very soon, and we will be able to take that into the production also on the first half of next year. So I think all for the second half, we have a pretty good opportunity to really capture with our solutions, as well as looking forward to win some more design wins, both with our current solutions as well as the new solutions, which we're going to take it today. >> All right, well Prem Jain let me just give you the final word as to how customers should be thinking about Pensando as they look the future proof their enterprise. >> Absolutely, I think based on the history, we are known as a innovation machine in the industry, and we continuously do better and better. So I think the people should think about us is providing really looking at this transition, which is happening in the enterprise cloud as well as in the service provider space. And we will provide the solution, which is really will meet their expectations, and the solution is consistent whether it's for VMs whether resources containers, whether it's for bare-metal services, and providing all these services in a very consistent manner. >> And well thank you so much for the updates. Congratulations on the continued steps along with HPE and definitely look forward to catching up with you and the team in the future. >> Thank you very much for giving me this opportunity. And definitely we will talk six months from now and and again see how much progress we have made and what I told you and I will compare the notes and say, this is what we have done better. >> Alright, stay tuned. We have a lot of interviews with some of the Pensando teams as well as that partnership with HPE. I'm Stuart Miniman and check out theCUBE.net for all of the background on this. And thank you for watching. (upbeat music)
SUMMARY :
leaders all around the world, Prem Jain he is the CEO of Pensando. but how's the team doing And the product is really doing very well on the progress there, that happening in the world Security is the right place to be close to in the enterprise space, And one of the things which You talk about the capabilities that or, the finance team, when you say, on the servers, you can in the compute market very much they offer flexibility, and also making sure that the customers the cloud as well as the edge. out by the end of this year. of the software layer to be able to have Because all the capabilities which we have about some of the other, and making sure that we meet the final word as to how and the solution is consistent and the team in the future. And definitely we will talk for all of the background on this.
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Francis Matus, Pensando | Future Proof Your Enterprise 2020
>>from the Cube Studios in >>Palo Alto and Boston connecting with thought leaders all around the world. This is a cube conversation. Hi. I'm stupid, man. And welcome to a cube conversation. I'm coming to you from our Boston area studio. Happy to welcome to the program. First time guest on the program. Francis Mattis. He is the vice president of engineering at Pensando. Francis. Thanks so much for joining us. >>Thank you. Good to be here. All >>right. So, Frances, you and I actually overlapped. Ah, you know, some of the companies who work with, you know, if anybody familiar with Pensando, you have worked with some of the mpls team over the years through some of those spin ins, but for our audience, give us a little bit about your background. You know, what brought you to help and be part of the team that you started pensando? >>Sure. Yeah. Yeah. So I started my career with Advanced Micro Devices in the mid nineties, got out of school, really wanted to build micro processors. And so, Andy, being in Austin, Texas, and be going to ls you for undergrad was perfect sort of alignment. And so I got to say M. D and Austin built K five worked on that team or kind of team with K seven. And, uh, when I came out to California to help with K, and that brought me to California. And then we got into the dot com era and and being a A and B fighting intel, so to speak, seemed like a hard battle. And so, with the dot com era coming, I just saw this perfect opportunity to jump into the Internet. And so that's how we got into building Internet and data communications equipment, went to the show on systems. We talked a little bit about that earlier, and that got me into storage. From there, I got into a company called on GMO, which was building fibre channel sand equipment. So built chips there, and I got to know the Mpls team there. I always say they hired me off the street. And from that point on, while we've been together since Jews 1001 So 19 years, yeah. Yeah, and I've been building silicon with them and systems for almost 20 years now. So we had quite a journey. Yeah, it's been fun. Great >>stuff. Yeah, you know it's going back, you know, niche on talking about ice scuzzy. You know, in the networking world, you know, it's a little bit of a dark arts in general for most people, you know, understanding the networking protocols and all the various pieces and three and four letter acronyms aren't something that most people are familiar with. Pensando, I'm curious. You know what? You know, networking In general, you're like, I work on Internet stuff and we're the tubes that, you know, Things go around. So when when you describe pensando, you know how to explain that to the people that maybe aren't deep into East, west, south, over on under underlay protocols? >>Yeah, absolutely. So for me, pensando was kind of the sort of the culmination of all the things I've done in my career processing, you know, being able to build compute engines that have programmable, starting with microprocessors, being able to do storage and storage networking with Andy on no, we build a computer with druva and the virtualization layers around the Ethernet interfaces in the adapter with what was really our first smart nick, Um, in 6 4007 timeframe and then with STN in CNI, all of these elements kind of came together. These multiple different layers in the infrastructure stack, if you will, and so pensando for me. What was interesting was the explosion of scale in both space and time with the advent of, let's say, 25 gig 50 gig 100 gig to the server, the notion of very dense computing on in each rack and the need for very high scale After doing all of these technologies and seeing where silicon kind of started to fall in place, I was 16 centimeter. It seemed that bringing this kind of technology to the edge very low power with sort of an end to end security architecture and to end policy engine architecture, distributed services as we're doing all seem to naturally fit into place. And the cloud was already proving this morning when I say the cloud, I mean, the hyper scaler is like Amazon and Microsoft. We are already building these platforms. And so yeah, it dawned on me that, uh I didn't think this was possible unless you built the entire platform. We built the entire system. If you build any one piece, the market transition would take a lot longer. And I think this is true. In technology, history tends to repeat itself, starting with mainframes. When IBM built an entire computer and that built the entire computer, HP built these people. So these kinds of things, um, are important if you want to really push a market transition. And so pensando became this opportunity to take all of these things that I've done in my past life and bring them together in a way that would give a complete stack for the purposes of what I call the new computer, which is basically the data center. And so, um, you know, when my mom asks me, you know, what is it that you're doing? I said, Well, it's just imagine the computer you have right now and multiplying by thousands and thousands stacking in Iraq, and anyone can use it at any one time. And we provide the infrastructure and the mechanisms to be able to Teoh, orchestrate and control that very, very high speed layers. So I don't know if that was a long answer. >>No, no, no. It's fascinating stuff, and you know, when I look at the industry, you know cloud. Of course. Is that just make a wave? That changed the way a lot of people look at this. The way we architect things, there was this belief for a number of years. Well, you know, I'm going to go from this complicated mess that I had in my own data centers and cloud was going to be, you know, inexpensive and easy. And I don't think anybody thinks about inexpensive and easy when they look at cloud computing these days, then add edge into these environments. So I guess what I'm asking is, you know, today's environment, you know, we know I t always is additive. So I have various pieces that I need to put together. You talked about building platforms, and how can it be a complete stack? So companies like Oracle, you know, for many years said we can do everything from the silicon all the way up through your application. Amazon in many ways does the same thing they can. You can build everything on Amazon, but they built out their ecosystem. So how does Pensando fit into this? You know, multi cloud, multi dimensional multi vendor. >>So yeah, so that's a good question. so So one of the things we wanted to do is to be able to bring a systematic management layer two header Genius, beauty. And what I mean by that is in any enterprise data center, modern data center, you're gonna have multiple types of computing. You're gonna have virtual machines, you're gonna have their metal, and you're gonna have containers, or at least in the last, say, three or four years. Chances are you'll have some containers and moving there. And so what we wanted to do was be able to Brighton Infrastructure a management mechanism where all of these head Virginia's types of computing could be managed the same way with respect to policy. What I mean by policy is sort of this declarative or intent based model of I have declared what I'd like to see, whether that the network policy or and and security with data in motion and be able to plot apply it in a distributed manner. Across these different types of hetero genius elements, the cloud has the advantage that it's homogenous for the most part. I mean, they own the entire infrastructure and they can control everything on their now our systems will obviously manage the marginal systems as well, and in many ways that's easier. But bringing together these this notion of heterogeneity these types of computing with one management plane one type of interface for the operator, specifically the networking services operator, was fundamental. That and then the second thing is being able to bring the scale and speed to the edge. So a top of rack switch or something in the in the middle of the network is obviously very dense in terms of this Iot capability. So the silicon area that you spend building a high speed switch is really spent for the most part on the Iot, unless typically, 30 to 40% of the area will be Iot and the rest will be very much hardwired control protocols. We know that as we go to STN services and we want, uh, let's say software defined mechanisms in terms of what the policy looks like, what the protocols look like. The ability to change over time in the lifespan of the computer, which is 3 to 5 years, are you want that to be programmable, very difficult to apply a very dense scale in the core of the network. And so it was an obvious move to bring that to the edge where we could plug it into the server effectively, just like we did. Really? In the UCS system. Uh, no system. >>Yeah, some some really tough engineering challenges. You know, for the longest time, it was very predictable in the networking world, You know, you go from one gig to 10 gig. You know, there was a little discussion how we went the next step, whether, you know, 25 50 40 and 100 gig now. But you talk about containerized architectures. You talk about distributed systems with edge. Things change at a much smaller granular level and change much more frequently. So what are some of the design principles and challenges that you make sure that you're ready for what's happening today but also knowing that, you know, technology changes there always coming, and you need to be able to handle, You know, that next thing. Yeah, >>that's right. Yes. So, uh, I think part of the biggest challenges we have are around power with respect to design power. And then what is the usefulness of each transistor? So, um, when you you have sort of a scale of flexibility. See, views are the most flexible, obviously, but have probably the least performance in them. PG A's are pretty useful in terms of its flexibility, but not very dense in terms of its logic capability. And then you have hardwired a six, which are extremely dense, very much purpose built logic, but completely inflexible. And so the design challenge it was put in front of us is how do we find that sweet spot of extremely programmable, extremely flexible, but still having a cost profile that didn't look like an F PGA And God knows the benefits of the CPU. And and that's where this sort of this notion of domain specific processing came in, which is okay, well, if we're going to solve a few problems, we're going to solve them well. And those few problems are going to be we're gonna bring PC services. We're going to bring networking services. We're going to bring stories, services. We're gonna bring security services around the edge of the computer so that we can offload or let's say, partition correctly the computing problem in a data center. And to do that, we knew a core of sea views wasn't going to do a job that's basically borrowing from this guy to pay this other guy. Right? So what we wanted to do was bring this notion of domain specific processing, and that's where our design challenges came in, which is okay, So now we build around this language called P four, What is the most optimal way to pack? The most amount of threads are processing elements into the silicon while managing the memory bandwidth, which is obviously, you know, packet processing is it has been said to be embarrassingly parallel, which is true. However, the memory bandwidth is insane. And so how do we build a system that insurance that memory is not the bottleneck? Obviously, we're producing a lot of data or, uh, computing a lot of data. And so So these were some of our design challenges. All of that within a power envelope where this part of this device could sit at the edge inside of a computer within a typical power profiling by PC, a attached card in a modern computer. So that was a huge design challenge for us. >>Yeah, I'd love to hear, you know, it was a multi year journey toe solution. And I think of the old World. It was very much a hardware centric 18 to 24 months for design and all the tape out you need to do on this. Sounds like obviously there is still hardware, but it is more software driven. Then it would have been, you know, 10 years ago. So give us some of the ups and downs in that journey. Love to hear any. Any stories that you can share their Well, yeah, I >>think you know, good question. It's always there's always ups and downs in anything you do, especially in the start up. And I think one of the biggest challenges we we've faced is, uh, the exact hardware software boundary. So what is it that you want in hardware? What is it that you want in software And, uh, you know, one of the greatest assets and our company depends on who are the people. We have amazing software and hardware architects who work extremely well together because most of us have been together for so long. So, um, so that always helps when you start to partition the problem. We spent the first year of Pensando, which was basically 2017. The company was founded really thinking through this problem, would it for for all the problems, we wanted to solve the goals that were given to us and and security. Okay, so I want to be able to terminate TCP and initiate TLS connections. What's the right architecture for that? I want to be able to do storage off load and be able to provide encryption of data at rest data in motion. I want to be able to do compression these kinds of things. What's the right part of our software boundary for that? What do we what do we hardwire in silicon versus what we make it programmable and silicon, obviously, but still through a computing engine. And so we spent the first year of the company really thinking through those different partitioning problems, and that was definitely a challenge. And we spent a lot of time and and, uh, you helped me conference rooms and white boards figuring that out. And then 2018. The challenge there was now taking this architecture, this sort of technology substrate, if you will that we built and then executing on it, making sure that it was actually going to yield what we hope that would that we would be able to provide the services. When we talk about El four firewall at line rate, that's completely programmable. Uh, we achieved that. Can we do load balancing? And we do all of it with this before processing engine and the innovations we brought before satisfy all of these requirements we put for us. And so 2018 was really about execution. And there you always have. The challenge is in execution. In terms of, you know, things are going to go wrong. It's not. It's not. If it's when and then how do you deal with it? And so again, um, I would say the biggest challenge and execution is, uh, containing the changes. You know, it's so easy for things to change, especially when you're trying to really build a software platform right, because it's always easy to sort of kick the can and say we'll deal with that later and software. But we know that given what we're trying to do, which is build a system that is highly performance, um, you can't get that. Can you have to deal with it when it comes in. So we spend a lot of time doing performance analysis, making sure that all these applications we were building we're going t yield the right performance. And so that was quite a challenge. And then 2019 was kind of the year of shaping the product. Really lots of product design. Okay, now that we have this technology and it does these, he says that we wanted to do these pieces meaning services. What are all the different ways we can shake this product after talking to customers for, you know, months and months and months. You know, Sony is very much custom, customer driven customer centric. So we we were fortunate enough that we got to spend a lot of time with customers and then that brings us out of challenges, right? Because every customer has a unique problems and so I don't know how to reform this product around a solution that solves quite a bit of problems that really brings value. And so that was the those are the challenges in 2019 which we overcame. Now, obviously we have several releases that we've come out with already. We've got a six and the chips and the It's all there now. So now, 2020. Unfortunately, covitz here, But this is this is a year of growth. This is the year that we really bring it out into the world with our partners and our customers and show how this technology has been developed and benefit will benefit customers over over the next years. Two years. >>Frances really appreciate the insight there. Yeah, that that discussion of the hardware versus software brings back memories for May. Lots of heated debates. A CIO What? One of lines you know we've used on the Cube many times is you know, you know, software will eventually work. Hardware will eventually break. So those trade rto >>taught me something over time ago. He said that uh huh, hardware is hard to change. Software is hard to stop changing. So >>that that's a great one to All right, So you gave us through the last three years journey. Give us a little bit. Look, you know, on the next three years and where you expect pensando to be going >>Sure. Where I see pensando in the next three years as we go through this market transition is uh, both a market leader in a thought leader in terms of the next wave of data center edge computing, whether the, uh in the service provider space, whether it be in the enterprise space or whether it be in the cloud space, the hyper hyper scale of space. As I was mentioning in the beginning, we had when we were talking about, uh, the journey. Market transitions of this major really require understanding the entire stack. If you provide a piece and someone else provides a piece, you will eventually get there. But it's a matter of when, and by the time you get there, there's probably something new. So, you know, uh, time in and of itself is an innovation in this area, especially when you're dealing with the market transition like this. And so we've been fortunate enough that we're building the entire system when we go from the transistors to the rest of the FBI's way, have the entire staff. And so where I see us in three years is not only being a market leader in this space, but also being a thought leader in terms of what does domain specific processing look like at the edge. Um, you know, what are the tools? What are the techniques for? Really a z save? Democratizing the cloud bringing, bringing this technology to everyone. >>Excellent. Well, hey, Frances, That has been a pleasure to talk with you. Thank you so much. Congratulations on the journey so far and I can't wait to see you. How? Thanks for going >>forward. Yeah, we're excited, and I appreciate it. Thank you for your time to. All >>right, check out the cube dot net. We've got lots of back catalogue with pensando. Also, I'm stew minimum. And thank you for watching the Q. Yeah, yeah, yeah.
SUMMARY :
I'm coming to you from our Boston area studio. Good to be here. some of the companies who work with, you know, if anybody familiar with Pensando, And so, Andy, being in Austin, Texas, and be going to ls you for undergrad was You know, in the networking world, you know, it's a little bit of a dark arts in general for most I said, Well, it's just imagine the computer you have mess that I had in my own data centers and cloud was going to be, you know, So the silicon area that you spend building a high speed switch You know, there was a little discussion how we went the next step, whether, you know, 25 50 40 the memory bandwidth, which is obviously, you know, Yeah, I'd love to hear, you know, it was a multi year journey toe so that always helps when you start to partition the problem. Yeah, that that discussion of the hardware versus software Software is hard to stop changing. that that's a great one to All right, So you gave us through the last three years in the beginning, we had when we were talking about, uh, Thank you so much. Thank you for your time to. And thank you for watching the Q. Yeah, yeah,
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Krishna Doddapaneni, VP, Software Engineering, Pensando | Future Proof Your Enterprise 2020
>>From the cube studios in Palo Alto, in Boston, connecting with thought leaders all around the world. This is a cute conversation. Hi, welcome back. I'm Stu middleman. And this is a cube conversation digging in with, talking about what they're doing to help people. Yeah. Really bringing some of the networking ideals to cloud native environment, both know in the cloud, in the data centers program, Krishna penny. He is the vice president of software. Thanks so much for joining us. Thank you so much for talking to me. Alright, so, so Krishna the pin Sandow team, uh, you know, very well known in the industry three, uh, you innovation. Yeah. Especially in the networking world. Give us a little bit about your background specifically, uh, how long you've been part of this team and, uh, you know, but, uh, you know, you and the team, you know? Yeah. >>And Sando. Yup. Um, so, uh, I'm VP of software in Sandow, um, before Penn Sarno, before founding concern, though, I worked in a few startups in CME networks, uh, newer systems and Greenfield networks, all those three startups have been acquired by Cisco. Um, um, my recent role before this, uh, uh, this, this company was a, it was VP of engineering and Cisco, uh, I was responsible for a product called ACA, which is course flagship SDN tonic. Mmm. So I mean, when, why did we find a phone, uh, Ben Sandoz? So when we were looking at the industry, uh, the last, uh, a few years, right? The few trends that are becoming clear. So obviously we have a lot of enterprise background. We were watching, you know, ECA being deployed in the enterprise data centers. One sore point for customers from operational point of view was installing service devices, network appliances, or storage appliances. >>So not only the operational complexity that this device is bringing, it's also, they don't give you the performance and bandwidth, uh, and PPS that you expect, but traffic, especially from East West. So that was one that was one major issue. And also, if you look at where the intelligence is going, has been, this has been the trend it's been going to the edge. The reason for that is the motors or switches or the devices in the middle. They cannot handle the scale. Yeah. I mean, the bandwidths are growing. The scale is growing. The stateful stuff is going in the network and the switches and the appliances not able to handle it. So you need something at the edge close to the application that can handle, uh, uh, this kind of, uh, services and bandwidth. And the third thing is obviously, you know, x86, okay. Even a few years back, you know, every two years, you know, you're getting more transistors. >>I mean, obviously the most lined it. And, uh, we know we know how that, that part is going. So the it's cycles are more valuable and we don't want to use them for this network services Mmm. Including SDN or firewalls or load balancer. So NBME, mutualization so looking at all these trends in the industry, you know, we thought there is a good, uh, good opportunity to do a domain specific processor for IO and build products around it. I mean, that's how we started Ben signed off. Yeah. So, so Krishna, it's always fascinating to watch. If you look at startups, they are often yeah. Okay. The time that they're in and the technologies that are available, you know, sometimes their ideas that, you know, cakes a few times and, you know, maturation of the technology and other times, you know, I'll hear teams and they're like, Oh, well we did this. >>And then, Oh, wow. There was this new innovation came out that I wish I had add that when I did this last time. So we do, a generation. Oh, wow. Talking about, you know, distributed architectures or, you know, well, over a decade spent a long time now, uh, in many ways I feel edge computing is just, you know, the latest discussion of this, but when it comes to, and you know, you've got software, uh, under, under your purview, um, what are some of the things that are available for that might not have been, you know, in your toolkit, you know, five years ago. Yeah. So the growth of open source software has been very helpful for us because we baked scale-out microservices. This controller, like the last time I don't, when we were building that, you know, we had to build our own consensus algorithm. >>We had to build our own dishwasher database for metrics and humans and logs. So right now, uh, we, I mean, we have, because of open source thing, we leverage CD elastic influx in all this open source technologies that you hear, uh, uh, since we want to leverage the Kubernetes ecosystem. No, that helped us a lot at the same time, if you think about it. Right. But even the software, which is not open source, close source thing, I'm maturing. Um, I mean, if you talk about SDN, you know, seven APS bank, it was like, you know, the end versions of doing off SDN, but now the industry standard is an ADPN, um, which is one of the core pieces of what we do we do as Dean solution with DVA. Um, so, you know, it's more of, you know, the industry's coming to a place where, you know, these are the standards and this is open source software that you could leverage and quickly innovate compared to building all of this from scratch, which will be a big effort for us stocked up, uh, to succeed and build it in time for your customer success. >>Yeah. And Krishna, I, you know, you talk about open forum, not only in the software, the hardware standards. Okay. Think about things, the open compute or the proliferation of, you know, GPS and, uh, everything along that, how was that impact? I did. So, I mean, it's a good thing you're talking about. For example, we were, we are looking in the future and OCP card, but I do know it's a good thing that SEP card goes into a HP server. It goes into a Dell software. Um, so pretty much, you know, we, we want to, I mean, see our goal is to enable this platform, uh, that what we built in, you know, all the use cases that customer could think of. Right. So in that way, hardware, standardization is a good thing for the industry. Um, and then same thing, if you go in how we program the AC, you know, we at about standards of this people, programming, it's an industry consortium led by a few people. >>Um, we want to make sure that, you know, we follow the standards for the customer who's coming in, uh, who wants to program it., it's good to have a standards based thing rather than doing something completely proprietary at the same time you're enabling innovations. And then those innovations here to push it back to the open source. That's what we trying to do with before. Yeah. Excellent. I've had some, some real good conversations about before. Um, and, and the way, uh, and Tondo is, is leveraging that, that may be a little bit differently. You know, you talk about standards and open source, oftentimes it's like, well, is there a differentiator there, there are certain parts of the ecosystem that you say, well, kind of been commodified. Mmm. Obviously you're taking a lot of different technologies, putting them together, uh, help, help share the uniqueness. Okay. And Tondo what differentiates, what you're doing from what was available in the market or that I couldn't just cobbled together, uh, you know, a bunch of open source hardware and software together. >>Yeah. I mean, if you look at a technologist, I think the networking that both of us are very familiar with that. If you want to build an SDN solution, or you can take a, well yes. Or you can use exhibit six and, you know, take some much in Silicon and cobble it together. But the problem is you will not get the performance and bandwidth that you're looking for. Okay. So let's say, you know, uh, if you want a high PPS solution or you want a high CPS solution, because the number of connections are going for your IOT use case or Fiji use case, right. If you, uh, to get that with an open source thing, without any assist, uh, from a domain specific processor, your performance will be low. So that is the, I mean, that's once an enterprise in the cloud use case state, as you know, you're trying to pack as many BMCs containers in one set of word, because, you know, you get charged. >>I mean, the customer, uh, the other customers make money based on that. Right? So you want to offload all of those things into a domain specific processor that what we've built, which we call the TSC, which will, um, which we'll, you know, do all the services at pretty much no cost to accept a six. I mean, it's to six, you'll be using zero cycles, a photo doing, you know, features like security groups or VPCs, or VPN, uh, or encryption or storage virtualization. Right. That's where that value comes in. I mean, if you count the TCO model using bunch of x86 codes or in a bunch of arm or AMD codes compared to what we do. Mmm. A TCO model works out great for our customers. I mean, that's why, you know, there's so much interest in a product. Excellent. I'm proud of you. Glad you brought up customers, Christina. >>One of the challenges I have seen over the years with networking is it tends to be, you know, a completely separate language that we speak there, you know, a lot of acronyms and protocols and, uh, you know, not necessarily passable to people outside of the silo of networking. I think back then, you know, SDN, uh, you know, people on the outside would be like, that stands for still does nothing, right? Like networking, uh, you know, mumbo jumbo there for people outside of networking. You know what I think about, you know, if I was going to the C suite of an enterprise customer, um, they don't necessarily care about those networking protocols. They care about the, you know, the business results and the product Liberty. How, how do you help explain what pen Sandow does to those that aren't, you know, steeped in the network, because the way I look at it, right? >>What is customer looking? But yeah, you're writing who doesn't need, what in cap you use customer is looking for is operational simplicity. And then he wants looking for security. They, it, you know, and if you look at it sometimes, you know, both like in orthogonal, if you make it very highly secure, but you make it like and does an operational procedure before you deploy a workload that doesn't work for the customer because in operational complexity increases tremendously. Right? So it, we are coming in, um, is that we want to simplify this for the customer. You know, this is a very simple way to deploy policies. There's a simple way to deploy your networking infrastructure. And in the way we do it is we don't care what your physical network is, uh, in some sense, right? So because we are close to the server, that's a very good advantage. >>We have, we have played the policies before, even the packet leaves the center, right? So in that way, he knows his fully secure environment and we, and you don't want to manage each one individually, we have this, okay, Rockwell PSM, which manages, you know, all this service from a central place. And it's easy to operationalize a fabric, whether you talk about upgrades or you talk about, you know, uh, deploying new services, it's all driven with rest API, and you can have a GUI, so you can do it a single place. And that's where, you know, a customer's value is rather than talking about, as you're talking about end caps or, you know, exactly the route to port. That is not the main thing that, I mean, they wake up every day, they wake up. Have you been thinking about it or do I have a security risk? >>And then how easy for me is to deploy new, uh, in a new services or bring up new data center. Right. Okay. Krishna, you're also spanning with your product, a few different worlds out. Yeah. You know, traditionally yeah. About, you know, an enterprise data center versus a hyperscale public cloud and ed sites, hi comes to mind very different skillset for management, you know, different types of okay. Appointments there. Mmm. You know, I understand right. You were going to, you know, play in all of those environments. So talk a little bit about that, please. How you do that and, you know, you know, where you sit in, in that overall discussion. Yes. So, I mean, a number one rule inside a company is we are driven by customers and obviously not customer success is our success. So, but given said that, right. What we try to do is that we try to build a platform that is kind of, you know, programmable obviously starting from, you know, before that we talked about earlier, but it's also from a software point of view, it's kind of plugable right. >>So when we build a software, for example, at cloud customers, and they use BSC, they use the same set of age KPI's or GSP CRS, TPS that DSC provides their controller. But when we ship the same, uh, platform, what enterprise customers, we built our own controller and we use the same DC APS. So the way we are trying to do is things is fully leverage yeah. In what we do for enterprise customers and cloud customers. Mmm. We don't try to reinvent the wheel. Uh, obviously at the same time, if you look at the highest level constructs from a network perspective, right. Uh, audience, for his perspective, what are you trying to do? You're trying to provide connectivity, but you're trying to avoid isolation and you're trying to provide security. Uh, so all these constructs we encapsulated in APA is a, which, you know, uh, in some, I, some, some mostly like cloud, like APS and those APIs are, are used, but cloud customers and enterprise customers, and the software is built in a way of it. >>Any layer is, can be removed on any layer. It can be hard, right? Because it's not interested. We don't want to be multiple different offers for different customers. Right. Then we will not scale. So the idea when we started the software architecture, is that how we make it pluggable and how will you make the program will that customer says, I don't want this piece of it. You can put them third party piece on it and still integrate, uh, at a, at a common layer with using. Yeah. Yeah. Well, you know, Krishna, you know, I have a little bit of appreciation where some of the hard work, what your team has been doing, you know, a couple of years in stealth, but, you know, really accelerating from, uh, you know, the announcement coming out of stealth, uh, at the end of 2019. Yeah. Just about half a year, your GA with a major OEM of HPE, definitely a lot of work that needs to be done. >>It brings us to, you know, what, what are you most proud about from the work that your team's doing? Uh, you know, we don't need to hear any, you know, major horror stories, but, you know, there always are some of them, you know, not holes or challenges that, uh, you know, often get hidden yeah. Behind the curtain. Okay. I mean, personally, I'm most proud of the team that we've made. Um, so, uh, you know, obviously, you know, uh, our executors have it good track record of disrupting the market multiple times, but I'm most proud of the team because the team is not just worried about that., uh, that, uh, even delegate is senior technologist and they're great leaders, but they're also worried about the customer problem, right? So it's always about, you know, getting the right mix, awfully not execution combined with technology is when you succeed, that is what I'm most proud of. >>You know, we have a team with, and Cletus running all these projects independently, um, and then releasing almost we have at least every week, if you look at all our customers, right. And then, you know, being a small company doing that is a, Hmm, it's pretty challenging in a way. But we did, we came up with methodologists where we fully believe in automation, everything is automated. And whenever we release software, we run through the full set of automation. So then we are confident that customer is getting good quality code. Uh, it's not like, you know, we cooked up something and that they should be ready and they need to upgrade to the software. That's I think that's the key part. If you want to succeed in this day and age, uh, developing the features at the velocity that you would want to develop and still support all these customers at the same time. >>Okay. Well, congratulations on that, Christian. All right. Final question. I have for you give us a little bit of guidance going forward, you know, often when we see a company out and we, you know, to try to say, Oh, well, this is what company does. You've got a very flexible architecture, lot of different types of solutions, what kind of markets or services might we be looking at a firm, uh, you know, download down the road a little ways. So I think we have a long journey. So we have a platform right now. We already, uh, I mean, we have a very baby, we are shipping. Mmm Mmm. The platforms are really shipping in a storage provider. Uh, we are integrating with the premier clouds, public clouds and, you know, enterprise market, you know, we already deployed a distributed firewall. Some of the customers divert is weird firewall. >>So, you know, uh, so if you take this platform, it can be extendable to add in all the services that you see in data centers on clubs, right. But primarily we are driven from a customer perspective and customer priority point of view. Mmm. So BMW will go is even try to add more ed services. We'll try to add more storage features. Mmm. And then we, we are also this initial interest in service provider market. What we can do for Fiji and IOT, uh, because we have the flexible platform. We have the, see, you know, how to apply this platform, this new application, that's where it probably will go into church. All right. Well, Krishna not a penny vice president of software with Ben Tondo. Thank you so much for joining us. Thank you, sir. It was great talking to you. All right. Be sure to check out the cube.net. You can find lots of interviews from Penn Sundo I'm Stu Miniman and thank you. We're watching the cute.
SUMMARY :
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Mario Baldi, Pensando | Future Proof Your Enterprise 2020
(bright music) >> Announcer: From the Cube studios in Palo Alto in Boston, connecting with thought leaders all around the world. This is a Cube conversation. >> Hi, I'm Stu Miniman, and welcome to a Cube conversation. I'm coming to you from our Boston area studio. And we're going to be digging into P4, which is, the programming protocol independent packet processors. And to help me with that, first time guest on the program, Mario Baldi, he is a distinguished technologist with Pensando. Mario, so nice to see you. Thanks for joining us. >> Thank you. Thank you for inviting. >> Alright, so Mario, you have you have a very, you know, robust technical career, lot of patents, you've worked on, you know, many technologies, you know, deep in the networking and developer world, but give our audience a little bit of your background and what brought you to Pensando. >> Yeah, yes, absolutely. So I started my my professional life in academia, actually, I worked for many years in academia, about 15 years exclusively in academia, and I was focusing both my teaching in research on computer networking. And then I also worked in a number of startups and established companies, in the last about eight years almost exclusively in the industry. And before joining Pensando, I worked for a couple of years at Cisco on a P4 programmable switch and that's where I got in touch with P4 actually. For the occasion I wore a T shirt of one of the P4 workshops. Which reminds me a bit of those people when you ask them, whether they do any sports, they tell you they have a membership at the gym. So I don't just have membership, I didn't just show up at the workshop. I've really been involved in the community and so when I learned what pensando was doing, I immediately got very excited that the ASIC that Pensando has developed these is really extremely powerful and flexible because it's fully programmable, partly programmable, with P4 partly programmable differently. And Pensando is starting to deploy these ASIC at the edge and Haas. And I think such a powerful and flexible device, at the edge of the network really opens incredible opportunities to, on the one hand implement what we have been doing in a different way, on the other hand, implement completely different solution. So, you know, I've been working most of my career in innovation, and when when I saw these, I immediately got very excited and I realized that Pensando was really the right place for me to be. >> Excellent. Yeah, interesting, you know, many people in the industry, they talk about innovation coming out of the universities, you know, Stanford often gets mentioned, but the university that you, you know, attended and also were associate professor at in Italy, a lot of the networking team, your MPLS, you know, team at Pensando, many of them came from them. Silvano guy, you know, written many books, they're, you know, very storied career in that environment. P4, maybe step back for a second, you know, you're you're deep in this group, help us understand what that is, how long it's been around, you know, and who participates in it with P4? >> Yeah, yeah. So as you were saying before, one of the few P4 from whom I've heard saying it, because everyone calls it P4 and nobody says what it really means. So programming protocol, independent packet processor. So it's a programming language for packet processors. And it's protocol independent. So it doesn't start from assuming that we want to use certain protocols. So P4 first of all allows you to specify what packets look like. So what the headers look like, and how they can be parsed. And secondly, because P4 is specifically designed for packet processing, and it's based on the idea that you want to look up values in tables. So it allows you to define tables, in keys that are being used to look up those tables and find an entry in the table. And when you find an entry, that entry contains an action and parameters to be used for that action. So the idea is that the package descriptions that you have in the program, define how the package should be processed. Header fields should be parsed, values extracted from them, and those values are being used as keys to look up into tables. And when the appropriate entry in the table is found, an action is executed and that action is going to modify those header fields, and these happens a number of times, the program specifies a sequence of tables that are being looked up, header fields being modified. In the end, those modified header fields are used to construct new packets that are being sent out of the device. So this is the basic idea of a P4 program. You specify a bunch of tables that are being looked up using values extracted from packets. So this is very powerful for a number of reasons. So first of all, its input, which is always good as we know, especially in networking, and then it maps very well on what we need to do, when we do packet processing. So writing a packet processing program, is relatively easy and fast. Could be difficult to write a generic programming in P4, you could not, but the packet processing program, it's easy to write. And last but not least, P4 really maps well on hardware that was designed specifically to process packet. What we call domain specific processes, right. And those processes are, in fact designed to quickly look up tables that might have decamping side, they might have processes that are specialized in performing, in building keys and performing table lookup, and modifying those header fields. So when you have those processors that are usually organized in pipelines to achieve a good throughput, then you can very efficiently take a P4 program and compile it to execute it very high speed on those processors. And this way, you get the same performance of a fixed function ASIC, but it's fully programmable, nothing is fixed. Which means that you can develop your features much faster, you can add features and fix bugs, you know, with a very short cycle, not with a four or five year cycle of baking a new ASIC. And this is extremely powerful. This is the strong value proposition of P4. >> Yeah, absolutely. I think that that resonates Mario, you know, I used to do presentations about the networking industry and you would draw timelines out there in decades. Because from the standard to get deployed for, you know, the the hardware to get baked, the customers to do the adoption, things take a really long time. You brought up, you know, edge computing, obviously, you know, we are, you know, it is really exciting, but it is changing really fast, and there's a lot of different, you know, capabilities out there. So if you could help us, you know, connect the dots between what P4 does and what the customers need. You know, we talked about multi-cloud and edge. What is it that you know, P4 in general, and what Pensando is doing with P4 specifically, enables this next generation architecture? >> Yeah, sure. So, Pensando has developed these card, which we call DSC distribute services card, that is built around an ASIC, that has a very very versatile architecture. It's a fully programmable. And it's fully programmable it's various levers, and one of them is in fact P4. Now this card and has a PCIE interface. So it can be installed in horse. And by the way, this is not the only way this powerful as you can be deployed. It's the first way Pensando has decided to use it. And so we have this card, it can be plugged into a host, it has two network interfaces. So it can be used as a network adapter. But in reality, because the card is fully programmable and it has several processors inside, it can be used to implement very sophisticated services. Things that you wouldn't even dream of doing with the typical network adapter, with a typical NIC. So in particular, this card, this ASIC contains a sizable amount of memory. Right now we have two sizes four, an eight gig but we are going to have versions of the card with even larger memory. Then it has some specialized hardware for specific functions like cryptographic functions, compression, computation of CRCs and if sophisticated queueing system with packet buffer with the queuing system to end the packets that have to go out to the interfaces or coming from the interfaces. Then it is several types of processors. It has generic processors, specifically arms, arm processors that can be programmed with general purpose languages. And then a set of processors that are specific for packet processing that are organized in a pipeline. In those, idea to be programmed with P4. We can very easily map a P4 program, on those pipeline of processor. So that's where Pensando is leveraging P4, is the language for programming those processes that allow us to process packets at the line rate of our 200 gigabit interfaces that we have in the card. >> Great. So Mario, what about from a customer viewpoint? Do they need to understand you know, how to program in P4, is this transparent to them? What's the customer interaction with it? >> Oh yeah, not at all. The Pensando platform, Pensando is offering a platform that is a completely turnkey solution. Basically the platform, first of all, the platform has a controller with which the user interacts, the user can configure policies on this controller. So using an intent based paradigm, the user defines policies that the controller is going to push those policies to the cards. So in your data center in your horse, in your data center, you can deploy thousands of those cards. Those cards implement distributed services. Let's say, just to give a very simple example, a distributed stateful firewall implemented on the all of those cards. The user writes a security policy, says this particular application can talk to these other particular application, and then translate it into configuration for those cards. It's transparently deployed on the cards that start in force the policies. So the user can use this system at this very high level. However, if the user has more specific needs, then the system, the platform offers several interfaces and several API's to program the platform through those interfaces. So the one at the highest level, is a REST API to the controller. So if the customer has an orchestrator, they can use that orchestrator to automatically send policies to the controller. Or if a customer already have their own controller, they can interact directly with the DSCs with the cards on the horse, with another API's that's fully open, is based on GRPC. And in this way, they can control the cards directly. If they need something even more specific, if they need a functionality that Pensando doesn't offer on those card, hasn't already ever written software for the cards, then customers can program the card, and the first level at which they can program it is the ARM processors. We have ARM processors, those are running in version of Linux, so customers can program it by writing C-code or Python. But if they have very specific needs, like when they write a software for the ARM processor, they can leverage the P4 code that we have already written for the card for those specialized packet processors. So they can leverage all of the protocols that our P4 program is already supported. And by the way because that's software, they can pick and choose in a Manga library of many different protocols and features we support, and decide to deploy them and then integrate them in their software running on the ARM processor. However, if they want to add their own proprietary protocols, if they want, if they need to execute some functionalities at very high performance, then they that's when they can write P4 code. And even in that case, we are going to make it very simple for them. Because they don't have to write everything from scratch. They don't have to worry about how to process AP packets, how to terminate TCP, we have to solve the P4 code for them. They can focus just on their own feature. And we are going to give them a development environment that allows them to focus on their own little feature and integrate it with the rest of our P4 program. Which by the way, is something that P4 is not designed for. P4 is not designed for having different programmers, write different pieces of the program and put them together. But we have the means to enable this. >> Okay, interesting. So, you know, maybe bring us inside a little bit, you know the P4 community, you're very active in it, when I look online, there's a large language consortium, many of, you know, all the hardware and software companies that I would expect in the networking space are on that list. So what's Pensando's participation in the community? And you were just teasing through, you know, what does P4 do and then what does Pensando, maybe enable, you know, above and beyond what, you know, P4 just does on its own? >> Yeah, so yes Pensando is very much involved in the community. There has been recently an event, online event that substituted the yearly P4 workshop. It was called the P4 expert round-table series. And Pensando had very strong participation. our CTO, Vipin Jain, had the keynote speech. Talking about how P4 can be extended beyond packet processing. P4, we said, has been designed for packet processing, but today, there are many applications that require message processing, which is more sophisticated then. And he gave a speech on how we can go towards that direction. Then we had a talk that was resulting from a submission that was reviewed and accepted on in fact, the architecture of our ASIC, and how it can be used to implement many interesting use cases. And finally, we participated into a panel in which we discussed how to use P4 in mix-ins Martin at the edge of the network. And there we argued with some use cases and example and code, how before it needs to be extended a little bit because NICs have different needs and open up different opportunities rather than switches. Now P4 was never really meant only for switches. But if we looked at what happened, the community has worked mostly on switches. For example it is defined that what is called the PSA, portable switch architecture. And we see that the NICs have an edge devices, have a little bit different requirements. So, one of the things we are doing within the communities working within one of the working groups, is called the architecture work group. And they are working in there to create the definition of a PNA, Portable NIC Architecture. Now, we didn't start this activity, this activity has started already in 2018. But it did slow down significantly, mostly because there wasn't so much of a push. So now Pensando coming on the market with this new architecture really gave new life to this activity. And we are contributing, actively we have proposed a candidate for a new architecture which has been discussed within the community. And, you know, just to give you an example, why do we need a new architecture? Because if you think of the switch, there are several reasons but one, it's very intuitive. If you think of a switch, you have packets coming in, they've been processed and packets go out. As we said before, there's the PMA then sorry, PSA architecture is meant for these kinds of operation. If you think of a NIC, it's a little bit different because yes, you have packets coming in, and yes, if you have multiple interfaces like our card, you might take those packets and send them out. But most likely what you want to do, you want to process those packets, and then not give the packets to the host. Otherwise the host CPU will have to process them again, to pass them again. You want to give some artifacts to the host, some pre-processed information. So you want to, I don't know take those packets for example, assemble many TCP messages and provide a stream of bytes coming out of this TCP connection. Now, these requires a completely different architecture, packets come in, something else goes out. And goes out, for example, through a PCI bus. So, you need the some different architecture and then you will need in the P4 language, different constructs to deal with the fact that you are modifying memory, you are moving data from the card to the host and vice versa. So again, back to your question, how are we involved in the workgroups? We are involved in the architecture workgroup right now to define the PNA, the Portable NIC Architecture. And also, I believe in the future we will be involved in the language group to propose some extensions to the language. >> Excellent. Well, Mario, thank you so much for giving us a deep dive into P4, where it is and you know some of the potential futures for where it will go in the future. Thanks so much for joining us. >> Thank you. >> Alright. I'm Stu Miniman, thank you so much for watching the Cube. (gentle music)
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>>from the Cube Studios in Palo Alto and Boston connecting with thought leaders all around the world. This is a cube conversation. Hi, I'm stupid, man. And welcome to a cube conversation. I'm coming to you from our Boston area studio, and we're gonna be talking about the networking giant. So, uh, joining me is the first time on the program some of the members been on and the cover launch of Pensando so vivid Jane, his CTO and co founder of Pensando Bipin thanks so much for joining us. >>Thank you. It was very nice talking to you. >>All right, so in a big theme we've been talking about for a number of years now is multi cloud. And, you know, I go back and think about you know, that the concept of cloud and even, you know, I've been around long enough You think about the and one of the challenges you look at is well, security is always a challenge. The other things network bandwidth is not infinite. The speed of light has not been solved, though you know, help us understand is you know the first I guess give our audience a little bit of your background. As I said, anybody in the networking world knows less team, though. Tell us, you know, have you been on the journey with them for all of that? Or And you know what brought you and Sandy? >>Yes. Yes. Um, I mean, I've been in the journey with the team since 2000 and six, so it's pretty long, I would say 14 years now, and it's been tremendous. Um uh, at heart, I'm an engineer who takes, you know, Brian brilliant things and taking upon challenges. And I've got multiple startups before this been in a new era, The more startups before that. And of course, you know, they were not experience more independent startups. And, you know, all through the course, I have gained appreciation for, like, you know, starting all the way from silicon to build a distributed systems and a u io all the way up to the fully consumable, you know, system. So I I totally understand the the angle I need to look at this time in a holistic manner. Having contributed to Cisco, UCS of and Nexus products on. Before joining pensando, I was, um I was contributing with my own open source container networking project, which is quite exciting to see How do you evangelize, You know, my own my own core, and that was fun. And that's where I come from, But, uh, but I I'm I'm a software engineer. To start off it started contributing to a six, then started going into the application world with containers trying to pull a container networking with, Ah, we did a server product with Cisco UCS and on and pretty much all over the stack with respect, participation. So that's my background. Um, but it's being exciting to consider what's next for me. And I was largely trying to see >>so, so definitive, actually, if I If I could jump in there, right, you know, I think back the UCS it was, You know, some of those ways I gather virtualization had been around for quite a number of years at that point. But, you know, how do you optimize it you're in. How do you transform infrastructure toe live for those environments, though? You know, UCS, You know, remember, people get back saying, you know, Cisco getting into services like Well, they are. They are because they're changing that compute model really caught that. You know, Cisco led that way. If the urge instructor, so many things you talked about that we'll get to later in the interview open for station. When I look out today, you know infrastructure's paint a lot and cloud obviously, is a huge impact, but also the application. So help us understand kind of the the waves that were writing together And, you know, what was it that you know in Santo decided to build in order to meet what you know, the customers of a require >>Um So I think, you know, going back to the UCS common that you had We started off thinking, for example, what are what were the challenges with respect is scaling out the deployment of servers and we quickly realized that manageability is number one challenge on. And of course, you know when we speak about manageability, it comes down to the underpinnings of what you're building. Are you Are you able to see the entire infrastructure together, or are you still seeing those big pieces? And that's when I think UCS was born to say that Look, we need to bring everything together that could be consumed in a holistic manner. And for that you have to have all those components there are There are somewhat independent to be consumed as a unified thing. And which is why I think it was a unified computing system. UCS. Um and then I think, you know, and Sanders a journey that takes it to probably not just that concept, but in general, the the challenges and the disruptions that we're seeing to the next level. So, I mean, just to summarize, I would say we started off looking at all the disruptions that are happening in the industry. And there are many of those I'm happy to talk about, which means we looked at, uh and then we looked at What are the consumption models that people are largely, you know, finding it very appealing these days because the days in which you're going to write a spirit to do something is still pretty old you want to be able to consume and most this after consumable way, How can we build, you know, how can you build systems that are programmable in the field? Those kind of things? The consumption model reliability software is the friendly factor there, and highly appealing to you guys and all their last one. You know, at least we also we also wanted to be really heard in the game, competitiveness wise. So those were like the the overarching set of things there that we started to think about, like, what descriptions are we going to solve, um, and how the consumption model needs to be for or ah, for the future of infrastructure. And how can we get that key, which is which is far ahead and better than anything that exists out there? So that's where we started to look at. Let's bring something which is bigger B sphere and and something. Even if we have the possibility of feeling it. Let's go ahead and they're doing their anything. >>Yeah, and absolutely. There's been so much discussion over the last decade or so about about software's eating the world and what's going on there yet you know, your your team mates. It's a lot of times it's been the chip set. There have been some huge ripples in the industry, you know, major acquisitions by some of the big, disruptive companies out there. Apple made a silicon acquisition, you know, everybody paid and that will have. You can't talk about disruption today without talking about Amazon. And, of course, when Amazon bought Annapurna Labs, you know, those of us looking at the Enterprise and the clouds base was like, Keep an eye on this. And absolutely, it's been something over the last year or so now, where we've seen Amazon roll things out and, of course, a critical component of what Amazon's doing from outposts. So with that as the stage there, you talked about wanting to be interesting leading, you know Amazon, you know, is really sick, and it's setting the bar that everyone is measured against. And when I look at the solution pensando, the kind of best comparable analogy that we've seen is, you know, look at what Nitro chip can do. This is an alternative for all of the other 1000 for customers that might not want to get them from Amazon. Is that a fair comparison? And how would you line up what founder is doing compared to what Amazon has done there? >>Um, so you know, what you've seen in the Amazon announcement really is possible. Amazon is a great benchmark to beat eso No make mistakes. We are very happy to say that, you know, we are We are doing by comfortably so But then, you know, Amazon is more than more than just the just the chips that are that they are building. I mean, what you consume is what they're building and underneath the engines are really part up by by the nicety off all these things that they're very, um, having said that, you know, And Sandra was consisting off both the you know, it's recognized us as a team which has been in traditionally building chips. But yet I think you know, the the Iot or the the previous venture from Mpls Team was somewhat of an eye opening as to how bringing things together is much more value in op, ex and and simplifying things is a huge, huge value compared to just putting performance and those things. So why this is important? That is another aspect which is important in trying to simplify things and make it consumable like software. And Sandra itself has probably, you know, I would say, Ah, good chunk, like about 60% of people in software team and not the, you know, basic harbor t This is not to say that, you know, we, you know, we are under emphasizing one versus the other. Software is a bigger beast when you start trying to build all those programs on a programmable and doing that here and start to roll out those applications on. So that's why I think the emphasis on software is there. Having said that, you know, it's the software that runs the data path pipeline. There's also a layer of software that we're building that can help manage all you know, all the product in a more cohesive manner and unified. >>Okay, that's Ah, thank you for laying that out. You mentioned you've got some background and open for definitely an area where, for a number of years, you know, Amazon has not exactly, uh, open source. Not exactly been a strength for AWS. They have put a lot of effort. They've done some president IRS over the last couple of years. >>And >>how do you see open source fitting into the space? What is I kind of the philosophy of pensando when it comes to open source. And where do you see it playing in the You know, this network piece of the multi cloud. >>Yeah, no, I think it's It's ah, it's a squared, relevant in a way that you know of the cloud native movement on how applications with very Onda normalization of AP eyes across multiple clouds. Israel, We are all seeing the benefits offered. And I think that that trend will continue and which is all driven through open source Ah, you know, community that exist in, you know, in the heart of the word. So personally for me, I think I learned a whole lot of things in the open source community. You know, the importance off evangelizing whatever you're working on, the reason to have convinced other people about contributing into what you're working on on. Frankly, I also learned how difficult it is to make revenues in an open source based part of that strategy. So I think you know that those were the things that I got away from it when I was doing my own open source project of container networking. Um, but at the same time, pensando, uh, you know, we have to make sure that we are 100% aligned with anything that's happening in open source. Never replicated, Um, anything that might be that might be happening in open source instead tried to make people use those things in the best possible way and in the most efficient way and the easiest possible way to use those. So our strategy largely is that, you know, embrace open source which exists are there from an infrastructure point of view, we are collaborating and communicating with less of the users are Hello. I think we're going to standardize most of things we're looking in before community. So our stands largely is that, you know, if we are building a programmable platform than the community is what is gonna driver and we are very much working towards a step by step, of course, trying to get through, you know, a stable state where we could we could not just empower people who are who are taking up the open source efforts which are going on. But at the same time, we can also contribute our program are programs into the open source community and defining the right abstractions into into the community. Um, because we came out of stealth pretty recently, you'll start seeing that and helping those activity as Well, >>excellent. Well, you know the launch of Pensando you had a phenomenal lineup. Not only you know, John Chambers obviously has the relationship with your theme, but you know, oh, am partners of Hewlett Packard, Enterprise and IBM, as well as the Marquis of Goldman Sachs. Things look a little bit different in the first half of 2020 and then they didn't end of 29 teams. So, you know, curious, You know that the global pandemic, the rippling financial implications, you know, what does that mean? The pensando. How has that impacted conversations that you're having with your >>Well, one thing I know at a broader level, let me cover, um, where things are heading. And in that sense, you know, I see that network and the infrastructure in general cloud infrastructure networking it's going to become. And we have realized it's this during during during recent early 20 twenties that that is going to be very important to have the have a new underpinning infrastructure that is not just working efficiently, securely, but is, you know, highly cost effective and very high performance, you know, ranging from people who are trying to connect from home to people who are trying to use videoconferencing and people who are going to be more and more use cloud based services even to order simple of the data being, you know, going to source for so network will become essential, you know, essential element for four things as we go forward. And we do see that being embraced by our customers and and things where we were trying to communicate that, you know, look, you will need performance and cost benefits are becoming more and more real Now. It's like, oh, things that we were having things in the pipeline for us. We need to work on that now. And the reason is because the things that we anticipated the demand increase, which is gonna happen over the fear of years, is happening literally in a few months. And so that is what we see. We are definitely, you know, very well poised to take advantage of their of their demand for sure. But also the fact that you know it needs to be done super efficiently. And so I think we are. You know, we are right. Well, I would say, you know, situated to be able to take advantage of start. >>Yeah, absolutely. You know, one thing you can't control as a company is you know what the global situation is when you come out of stealth and, you know, move through some of those early phases, you know, you've been part of You said a number of startups you've been part of been in give us a little bit of the inside baseball of, you know, being part of Rondo. You know, any stories on a little some of the ups and downs on the multi year journey to get where you are today? >>Definitely. I think. You know, um, minutes aren't good. They are largely an execution play. Relatively independent startup is is going to be about you know, how we cracked the overall market market fit and, ah, on execution, Of course, on deal with maybe in a competition in a different way, of course, like maybe big companies are our great partners. At the same time, you have to navigate that. So the overall the overall landscape in Spain and forces forces not is it's quite different. We can be much more border than we are independent company In trying to disrupt almost anything because we don't have any point of view to define per se. We do exactly, You know, what could be the most disruptive way, too, to potentially benefit the users on day? That's a big, you know, big change. I would say, um, we are being but paranoid as well at the same time, impractical to look at. You know how how we could navigate this situation in a very practical may. And the journey off, often independent startup is, you know, personally, for me, this is this is my fourth in different and start and best off. Off off, all independent. Once, I would stay largely because the kind of tradition that we're getting being an independent company is so huge. I'm just concerned about those things. But what We're really trying to trying to ensure that, you know, we can't get our stuff, but I want you and we started. >>Excellent. Guess what? One of the other things about being a startup is You know what you know adjustments You need to make along the way. So I'm curious. As you know, you've gone to some of your early customers. Any feedback or adjustments in some of the use cases or, you know, things that you've learned along the way that you can share. >>Um, fundamentally, at a base level, we haven't shifted from what we started off. We look at disruptions on on how consumption models are going to be changing, how speeds and feeds are gonna become important because, you know, because most law is going to be almost operating, how we how we deliver things into and containers are going to be a primary, you know, vehicle to deliver and build applications. So we recognize those disruptions, and we haven't changed, But normally from those disruptions that we wanted people after her. Uh, but at the same time, I think, you know, as we went and socialize our ideas and on architecture and designs with customers, we realized that that they are giving us lots more feedback on work all we could do and ah, and starting to become like we could take on different segments of market and not just one. So why stick ourselves to the data center power? Why not work on something on edge, blur wine or wine are real solutions for five G where latency and and performance is super crucial. Why don't take up on, you know, branch that use cases. So there are many things that are opening up. Um, and largely the you know, the shift. Or I would say the the inclination of what we should change versus not is happening with respect to where our customers are driving us. And and it is very important to make sure that you know the users of our lives Articulating all of the shift happens as opposed to, uh, you know, as opposed to anything else. We listen to them like super, super carefully, uh, and at the same time trying to make sure that we not only meet their means for you there their demands. So, um, definitely, you know, from the from the overall landscape of things, we are starting to get a lot more than what we are capture, which is good news For the same time, we're trying to also, uh, take on one part. I'm you know, >>all right, Vivienne, I can't let you off the hook as the cto without talking a little bit about that. You know, I think earlier in my career there was the old discussion and said you know, we should have started it, you know, a year or two ago. But, you know, we didn't. So we should start it today with changing pace of technology. You know, I've always said, you know, if I could I'd rather wait a year because I could take the next generation. I can take advantage of all these other things, but I can't wait, because then I'd never ship any things that I need to start now, Give us a little bit, you know, Look out in the future. How is your architecture designed to be able to take advantage of all the wonders coming with five G and everything there, Um, and anything that we should be looking at, You know, through the next kind of 12 18 months on the roadmap that you could share >>your Ah, yes. So, um, I would first of all say that we didn't build a part of, actually, what we build was a platform on which we can build multiple products. And we started we started off going there because we thought that, you know, the the platform that we're building is capable of capable of doing a lot more things than than one use case that we start off with. And so, to that point, I would say that yes. I mean, he started focusing on one product initially on the possibilities off. Trying to take it to multiple segments is is normally very much there. But we are already, you know, having those conversations to see what is the core set of use cases that we could we could get into for different segments. Besides the data center, you know, public Private Data center, you're looking at edge. We're looking by the looking at, Yeah, you mentioned this is as well as the, you know, storage and conversion infrastructure. So I would say that the food of all those things that we're starting to engage is going to start showing up in next 18 months. I could actually I think we are very well boys to take advantage of what we have. The hardware that we're shipping is going to be 100% compatible with four programs, but I don't those. So that is that is lot more possibilities are interesting. More use cases as people. The software's architecture that we have built is very extensible as well. Eh so we believe that. You know, uh, we believe that we can normally satisfy those use cases, but we're starting to you get into those things now, which will start to show up in and actually useful products of unusable for us with customer testimonials and then maybe 12 to 18 months from now. All >>right, well, thank you so much. It's great to catch up with. You really appreciate you coming on. >>Thank you to Because they're talking to you. And, you know, I appreciate your time. >>All right, I'm stew minimum. And be sure to check out the cube dot net for all the coverage. Go see the launch that we did. So in the second half of 2019. Thank you for watching you. Yeah, Yeah, yeah, yeah.
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Randy Pond, Pensando | Future Proof Your Enterprise 2020
(upbeat music) >> Announcer: From theCUBE studios in Palo Alto and Boston, connecting with thought leaders all around the world, this is theCUBE Conversation. >> Stu: Hi, I'm Stu Miniman and welcome to this special Cube presentation. We're talking with Pensando, and their event is "Future Proof Your Enterprise", to help us really understand where the company is, and the partnerships, what they're hearing from customers. Really happy to welcome back to our program Randy Pond, he's the Chief Financial Officer at Pensando. Randy, thanks so much for joining us. >> Randy: My pleasure, thanks for having me. >> All right, well Randy, obviously today, we're talking to people everywhere, they're remote so, not quite as plush as the last time we talked to you at the Goldman-Sachs office, in New York City, beautiful view in the background. That was a great backdrop, when you talk about bringing a company out of stealth, John Chambers there, your chairman, Antonio Neri >> Yeah Neri. >> Talking about the investment in the partnership. And Goldman-Sachs, an excellent customer there, here we are little bit more than six months later and that partnership with HPE is taking the next step. You've got the general availability, this month, of the HPE Proliant with Pensando Solutions. Bring us up to speed a little bit though, we'll talk about HPE maybe in a second but, your customers, your progress, you had, I believe it was up to your C round of funding, when you came out of stealth so, give us your viewpoint as to where the company is today. >> So today, I think, we're sort of, divide the conversation between financial and a business perspective. So financially, we're in great shape, the C round came together very well, we were way over subscribed. We raised our limits to secure additional funding, which has worked out really well, getting where we are currently with the pandemic. So financially, we're in great shape, our case burn has held steady and we've done a good job of forecasting, that's why I thing the Bird's pleased. From a business perspective, we've done a really good job delivering on our real maximum product perspective. So, the team has released the cloud production, we released the cloud to customers about a month or two ago. We just did a release to the enterprise space, through HPE. We got another release coming up the end of this month. There's releases scheduled for Q3 and Q4 of this year. Our second ASIC will come back, I think, the 15th of June, so we're going to get access to our new design, I think that's great news. You know our cloud customers are excited about that 'cause it provides a little more capability than the current device does. And we had a great Q1 and we're off to a great start on Q2. We overachieved in Q1, we look like we're going to overachieve again in Q2, both in terms of units and dollars, so we're in a pretty good place. >> Yeah, I'd like to see if we could break down say kind of the financial and the business piece. On the financial side piece, you've worked with this team for quite a long time, there's got to be a different financial model that you put in place when you know that you've got, really, your exit built in, add from the three spin-ins before, proof the product, get it out there and then, well, I've got an in-house feed with a full panel there, as opposed today. Is the model we should be thinking, what percentage of that is OEM? You talk about there's the cloud model, and the enterprise model and, how do you structure things a little bit differently for that type of model versus, maybe, what the spin-ins were or a traditional start-up. >> Sure. >> that might have a different, a few different models to choose from? >> So, we're much closer aligned to a traditional start-up environment. Now, the one unique point is the HPE relationship because they've been my partner, they are my primary go to market partner in the enterprise space today but, they're also a strategic investor. So, the reality is, in the enterprise space we have to sell the product through the OEMs, the average enterprise customer doesn't have the capacity to install themself. But that is a very different model than it is in the cloud side. So, it's an indirect sales model, most likely through HPE and other server providers, like Dell, Cisco possibly, and Super Micro. Every customer has their sort of, requested server manufacturer. On the cloud side, individuals build their own so, that's a, I ship to them and they install it themselves, it's a different software model, it's a different manufacturing model as in, we have a more traditional direct sales model on that side, but we've got a partner middle model on the enterprise side today. We've set 'em up as both, HPE sort of serves like a quasi Cisco environment for us, because we're depending on their engine to find our leads, and it's worked out really really well. >> Excellent, maybe bring us inside a little bit, where you are with (away from microphone) about customer acquisition leading up to now and what's the expectation now that HPE is fully ready to roll. >> So, we, I'm going to start the conversation again. There's the cloud side, so on the cloud side we have three committed customers today. One is in production, the other two are going into production later part of this year, they need the release we're going to give them in September/October timeframe but they've committed to us from a design perspective. And then there's a follow-on generational product in '21 where they really ramp hard. I already have a bind contract with two, I'm working on the third. And, on the enterprise side, we're modeling ourselves after the top 200 HPE customers right now. They normally align themselves around financial services, pharmaceuticals, transportation, sled, we're working through those customers. We have active talks with many of them today, they're in our sales pipeline, we manage that relationship together. Generally, HPE opens the door, we explain the technology to the technical team, they say they can see a place for us and they let us stand up a plat, and then we go from there. >> Excellent, so Randy we referenced the global pandemic going on right now. It's been a bit of a bifurcated model in the tech world. Though it's been definitely a tailwind, somewhat, from the cloud standpoint, there's many infrastructure pieces that have seen an immediate acceleration, things like work from home technology. So, there's certain devices and certain deployments. And there's other things that, of course, we put a pause button trying, too much uncertainty out there. What are you seeing at the market and how's that impacting you, as a relatively new start-up? >> Yeah, so in general, your point is well taken. The cloud players are telling us their demand is up dramatically and therefore the signal they're sending us is, they want to accelerate deployment and it's likely it's going to be bigger than we originally had estimated so, that's been great news for us. In the enterprise space it's really very different, you know we're not selling a lot of product to Walmart, or Gap, or the retail space, they're struggling mightily, any hotels, motels, Carnival Lines is not buying our product today. But, if you look at the financials, if you look at the pharmas, their demand's up quite a bit, they're both buying ahead a little bit to hedge their bets in the supply chain, for the situation today, and they're actually seeing the real demand go up. And, the banks especially have seen it go up 'cause their work from home has gone through the roof. So, it's been a good opportunity for us to sort of seize the moment and demonstrate how we can be part of their new implementations, and bring new services to 'em. >> Yeah, Randy, wonder if you can actually give us, a little bit, that voice of the customer and what is the problem you're solving? Because, we talked about, there's certain immediate initiatives that accompany the era, absolutely like, today, security is more important than ever. When people are working from home, the bad actors actually are trying even harder to get involved there, we talked a little bit about cloud, so what is that itch that Pensando scratches and, therefore, how do you fit into the current landscape? >> Sure, you know, with our customers today there's similar problems and dissimilar problems, between the cloud and the enterprise. The similar problems is that Pensando quickly solves things, like East West security inside of their environments, their computer environments, which is difficult to do today, it's expensive and difficult to do today. We've provided pervasively and wire rate, and that's sort of an easy sell, initially. Another one that's been pretty easy for everyone to look at is observability and telemetry because of where we're positioned, in the computer space, we see every packet, which provides us with a lot of knowledge about what's going on in their environment. So, that's been a pretty easy initial sell. In the case of the enterprise customers, we can sell other pieces of their solution that are either expensive, or introduce latency or management problems. Whether it's firewall technology, or load balancing technology, or micro segmentation technology, all of which we can do inside of our blade. And today it's done either through appliances or through virtual machines consuming CPUs. In the cloud space, we do all of that, plus we allow them to download their own image into our devices today, which is pretty powerful, we have a lot of memory and we have a lot of capacity, from an Arm core perspective. And we allow them to pick and choose the features and functionalities they want, and then run everything at wire speeds, at much faster speeds. The enterprise is running 10/25, the cloud partners are running 25/50 going to 100, where we're even more compelling, we think. >> Randy, want to get back to talk a little bit more about HPE. You spent long time working at Cisco, for a good part of that HPE was one of your bigger partners on that. So, tell us what it's like working with HPE, any compare/contrast would be welcome. >> You know, it's interesting, so the cultural environment of HPE, under Antonio Neri, is very similar to what we saw at Cisco. And he and John have a phenomenal relationship, it's a very collegial environment, it's a very bright environment. They move quickly, for a big business. Where it's vastly different is they are much tougher on the numbers side because they're under much more margin pressure, and compounded pressures, that we never had (chuckles) at Cisco, just in all fairness to them. But, if we look through the organization, like the executive that was assigned to our account, from a sales perspective, used to work at Cisco. I think one or two of his guys used to work with Cisco. There's program management people that used to work with Cisco, there're people in engineering that came from Cisco so, it's an environment that's similar enough that it's easy enough for us to navigate. And, we're connected sort of on all levels, which has really been useful, and we have a weekly standing dialog across all the different functions. So, we're pretty deeply embedded with HPE right now and it's gone very very well. >> Yeah, you said that, even with the global pandemic right now, that Pensando is a bit ahead of where you expected shipments to be. I'm curious always, when I talk to a CFO, how do you see macroeconomic impact of what is going on there? Any concerns on your end about supply chain, either for yourselves or for partners, like HPE? How do you see what we're currently going through and the recovery future? >> So, it's an interesting question. You know, getting this pandemic sort of processed through the supply chains like a pig through a python, there's just no way to get around it. I mean, you know we had the first breakdown when they closed the country of Malaysia and I just couldn't build final product. They literally just shut the place down so, it took us about 10 days to get ourselves up and running, from a skeleton perspective. The government worked with us, they let a small crew come into our manufacturing partner to get some finished goods off for one of our OEM customers. As we've come back up, we've seen lead times extend on some of the custom parts, it's just a fact of life. I think there's a little bit of an artificial demand that's driving the supply chain a little bit crazy right now because now people are panicked that what happens if it comes back, will I get caught again, can I get enough inventory to buffer myself for, you know, two weeks to three or four months, depending on how aggressive you want to be, or conservative you want to be in that space. And then, I think, as the supply chain trickles back online, you end up discovering that yes, I can build final product, and I can get the Asics, and the memory, but now I want to buy some, you know, RS232 devices and it turns out that sure he's got 'em but the magnetic, that goes inside of it, that comes from Western China, they aren't quite up and running just yet. But we're seeing legacy problems, nothing catastrophic, nothing that's been painful. We've had to move some work around to get an incremental volume for ourselves, we've added fab vendors, and a few other things. So, it's really made us focus on second sourcing everywhere we can because we thought we were small enough, and the volume perspective wasn't that big a deal, we'll just get second sourcing once we get the product to market. That's heated back up and we're doing all that work now. So, I think, knock on wood, our recovery has gone very well we don't see any big problems in the supply chain. Now, I think, the bigger the player, like an HPE, and the longer the window they were shut down, the harder they pull when they turn the supply chain back on. But I think the big players, Cisco, HPE, and others it's going to take them a longer time, I think, to really see how this trickles all the way through, 'cause you can't really get good visibility how much safety stock or buffer stock does everybody have, at every level of the chain. So, everybody pulls at once, you run dry in a week, a month? Is it fast enough to recover, from a production perspective? All those things, I think, they're still not quite resolved yet. >> Just one other related aspect of the pandemic, that I would love your viewpoint on. You know, work from home, obviously, is what everyone is doing right now. I'm curious if you think that, what the recovery would look like from that standpoint, is there anything from Pensando that makes you shift where you think about hiring it? I've been to the Cisco headquarters and the long street, with a lot of buildings, and a lot of people. And everybody's wondering, will that headquarters, and centralized structure, that we had before, is that forever changed? >> You know that's a great question. So, it's for certain changed, I think, in terms of therapeutic, or a vaccine, for the current covid virus. So, that's just a fact of life and we've been comparing notes with a lot of other companies about what they're doing to bring the workers back, who want it, who are comfortable and want to come back to work. 'Cause, even inside of Pensando, I've got some folks who're like, "Listen, I'm not comfortable coming back, "I've got kids at home , I don't want to take the chance." That's fine, we don't have a problem with that. And, quite frankly, we can make a case that, in some of our functional areas, we're more productive than we were before the pandemic. In India specifically, this has been a boon for us because they're not getting on and off buses, they're not spending three or four hours trying to get back and forth to work, they're happy working from home, we're happy having them at home. The guy who runs India for us says productivity's up, and employee satisfaction couldn't be higher. Our plans now is, we have to bring a small team back into our headquarters, in Milpitas, to bring up our new Asic. But, that's going to be 15 to 20 people, and not all at one time, we're going to spread them out. We're already articulating what parts of the building can and can't be used , one way hallways, masking, temperature taking, everything you would expect. The next phase for us is some sort of rotational work where we'll say, "We're going to bring 25% of the people in, "30% of the people in, you work the week, you're off "for two, you work the week you're off two." And so we can get through the back of this thing, it's unlikely, it's almost impossible, in my mind, we would bring back 100% of our employees in the building. Now, does that change the view longterm? It's a great question because, I think what it's forced us to do is to get more comfortable with remote work, so that we can truly make it an option of any one employee, in specific areas. Like, the lab guys have to be in the lab, and the IT guys got to be in the computer room, but if you're a software developer, or if you're a marketing guy, do you really have to be in the building? And I think it's pushed us to really learn to manage them more effectively, with remoteness. And I think it provides us, at least, with options going forward. When I hire the next 100, do I have to put 'em in a building someplace or do I just deal with them where they are and bring them into the fold? We've brought on dozens of people, since the pandemic started, and quite honestly, we onboard 'em , we train 'em, and we mainstream 'em remotely and it's worked out great. >> Excellent, all right Randy let's bring it back to the HPE partnership for the final question. >> Sure! >> Tell us what we should be looking at, through the rest of this year, what the general availability of this means to your business and the impact you expect it to have on your customer. >> So, from an HPE perspective, I think this is going to be great innovation that they're bringing to the marketplace, to their customer set. It allows them, I think, to separate themselves from the market, at least for some period of time, until the other players get pulled along by the end users. Their product has a pretty steep ramp, their front half and the back half of the year, for us, are dramatically different, in terms of size and ramp. And it really sets us up for a very large, we hope, fiscal '22, which , for us, will end in January 31st of '22. But we're going to know, I mean we go GA in just a few weeks and we're going to get a sense if we can turn these POCs into end customers. And we're also going to see the ramp of the cloud customers in Q4. So, you know, I really feel like, both for us and for HPE, the next three four months, as we start getting back to some regularity of interacting with customers physically, not just remotely, and we see the early benefits and some of the early profit ownership analysis on deployment erect technology. This could be dramatic for us and for them, quite honestly. >> All right, well Randy Pond, CFO of Pensando, thanks so much, really a pleasure catching up with you and getting to discuss about how Pensando's helping to future proof your enterprise. >> Thank you much, my pleasure, have a great day. >> All right, I'm Stu Miniman, check out theCUBE.net for all our coverage, thank you for watching, thank you. (soft music)
SUMMARY :
leaders all around the world, and the partnerships, what thanks for having me. the last time we talked of the HPE Proliant So, the team has released Is the model we should be thinking, So, the reality is, in the ready to roll. the cloud side we have three from the cloud standpoint, and it's likely it's going to into the current landscape? In the cloud space, we do all of that, of that HPE was one of your on the numbers side because and the recovery future? and I can get the Asics, and the memory, aspect of the pandemic, and the IT guys got to partnership for the final question. and the impact you expect and the back half of the and getting to discuss Thank you much, my you for watching, thank you.
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Soni Jiandani, Pensando | Future Proof Your Enterprise 2020
>>from the Cube >>Studios in Palo Alto and Boston connecting with thought leaders all around the world. This is a cube conversation. >>I am stupid, man. And welcome to a cube conversation. Really? Please welcome back to the program. One of our Cube alumni, Sony, Ge and Donnie. She is a co founder and also the business off of pensando. Tony, thanks so much for joining us. >>I thank you for having me here. >>All right. So, Sonny, we've had you on the program a few times. You know, those that have watched the program or followed your career? You've had a story career. You know, I've worked with you as a partner back through some of the spinning disk. You're one of the mpls group. And now, of course, Pensando we helped launch towards the end of 2019. I just want to take a step back and, you know, understand, You know, how did you find yourself in the startup world? >>You know, I got involved with startup ventures as part of the Mpls team. This is going back now. Gosh, 20 years ago, in calendar year 2000 my first venture was with Andy ammo. It was a very unique situation that Mario look up on myself or part of a set up on a startup venture. But all four of us, the Mpls group, did not have any equity in it. Look, and I basically what asked to operate within the with that venture to ensure its ultimate success from a product execution on the go to market perspective? Ah, lot of those elements did not exist from a go to market perspective in Cisco at that time, and it was basically a ground up effort for look and me to not have any financial association with the outcome off the Andy, um, a venture, but at the same time, take on the responsibility from the execution perspective and building up the whole go to market. >>Yeah, so, you know, talking about that these startups, you've been apart of two things. First of all, you were part of and, ya know, you ova in CNI. So did you need to learn Italian to be part of these projects? But more importantly, how did how did you work on that? You know, product customer fit, understanding what the build and, you know, you talk about right How do you make some things that festival? It is super challenging. >>Yeah, well, first and foremost, I think I've been fortunate in that the group that we're all part off it is definitely Italian Indian. And some folks, like from Indiana, for example, like Randy Pond, who is part of this venture with us at Pensando. If I if I would go back and take a look at the simple formula, I mean Mario look, and from, ah, they're veterans in this industry. And they typically focused on the conceiving off the idea and the brought up, uh, and starting with a clean slate approach. Of course, I participate from a market validation development, competitive landscape on a business on all related aspects, bringing the product to market on how that maps into customers and partners what we have consistently focused on market disruption. Particularly for the last two decades, the biggest focus has been on what are the market transitions occurring both from a business and a technology perspective on that is ultimately what creates the opportunity to emerge on and drive these concepts into reality and what yourself, in a market leadership position, is to capture the transition at the right time. >>Yeah, I think back. You know, some of your previous ventures and understand, you know, some of the waves of technologies coming together sometimes the maturity of a technology or being able to take advantage of something new to talk specifically about. Pensando what are you know, those waves of change and the technology coming together that makes the opportunity that you're in today? >>Well, I mean, if you go back and you take a look at really what has been exciting about this pensando opportunity has been to look at the unique ability that have been coming upon us. You know, with this market transition where the cloud is moving to the edge, what is ultimately driving this movement to the edge has been the application. Uh, the applications is is you know, whether it's driven by technology trends like five G, for example. Ah, and and the fact that bulk off what the customer's data is being driven is going to be at the edge. That when when you look at the cloud moving to the edge and evolving that with the transitions occurring, ah, this will require deep innovation. Deep innovation in the areas of distributed network processing security, like encryption, full observe ability while you have turned on encryption, traffic engineering and doing it at very low, predictable agency at the speeds of 100 gig and above all, doing it on a small footprint. We were really the only guys and gals who could do this. And we have done it, >>Yeah, so certainly some really big challenges that they laid out there bring >>us inside >>a little bit. You know, customers. You know, I think about, you know, when I've been watching edge computing for the last three or four years. Uh, you know, it's still relatively early days for customers, but there's a lot of technical challenges there, So help us understand how much you know it was you had technology that could help solve something and how much it is driven by some of the customers that you've been talking to over the years >>Now. One of the key things that we learned and this was going back to the early days of Cisco is that everything we were doing, we had the customer at the center off and at the heart off what innovation we were building from an engineering perspective. You want to build things that can have the most impact in the marketplace and within your customer base. So, uh, one of the early times we went back, who do getting our customers involved in the innovations we were bringing to bear. I still have recollections off a blueprint that we had iterated upon, uh, and sitting in a room, whether it was with the likes of Josh Matthew at Goldman Sachs all whether it was with some of our early cloud customers like the Oracle Cloud, to better understand with these innovation and these blueprints, what were their burning problems? What were they used, cases that we could really go and tackle? So it is one thing to think about market destructions. It's another to bring it to life and having customers engaged with you during the early phases. Off as you are incubating, something is a very important item because it helps you focus your biggest energy on the areas so that you can put your arms around what problems are worth solving. And how can you bring that to life with with customers? Use case. And this is something we have done time and over again. So this is a constant refinement off what we have been doing now for now, to over two decades. As I said, >>Yeah, it's, you know, fascinating here. And when you've got the chief business officer idle, Sony, You know, one of the biggest changes, obviously, is if I look back in the spin ins, you kind of understood how to go to market was what was involved the, you know, the Cisco execution machine that the sales process that they had in plug in a product, that they would help. All right, what you're doing now, you've got some, you know, feel, William partnerships. You have relationship with customers, help us understand a little bit. You know the update on the go to market, how you have. I have a solution that fits for not only the end users, but through multiple different, uh, you know, go to market partners. >>So I think it's, you know, it's very important that as a startup we stay very close to our customers and apart, not just men. We are thinking about what the innovation is and how can it solve their problems. But I think in a world where the way we want to go solve for what? The customer where we want the customer, where our customers want us to be our partnerships is a core part of it. I mean, if you look at from the early days we secured successfully funding from our customers and our strategic partners and it is these customers and strategic partners that are shaping the roadmap on are shaping the routes to market on. What we're doing is we're successfully not only delivering the product, so these strategic customers and partners, but we're also then replicating it across the verticals. If you think about in the enterprise space, our focus has been the focus on regulated market markets where security is essential. Real time, observe ability that can increase your security posture is a very important element. So taking the blueprints that we're taking into global financial services customers, the healthcare industry, the the education market on the federal market, then those are the industries that really care about, and I in regulated markets where we can take the blueprint that we have already built on an amplify across those customers. So there again includes alignment and a partnership with HP. We're working very closely that, while recognizing that we will be doing strategic elements only with partners like HP, we're also on boarding and getting certifications done with Dell because most enterprises have at least dual source vendors from a server, so that that is one aspect. The other aspect is working in a high touch model with the cloud customers and having the opportunity to deliver to them Ah, and onboard them from a production worthy perspective while taking that same blueprint and applying it to other cloud customers and other service provider edge providers that can take advantage of the similar capability. >>Yeah, um, I'm curious. Sony, you know, obviously, the cloud is a space that has been going through a lot of change and accelerating. You know, I'd say much faster than traditional networking did. So you know, curious what you see what you're hearing from customers when they talk about you know, their needs for your solution, what they're doing with multi cloud environment. What is that? That landscape you. And I guess we would love to hear a little bit about how you would compare and contrast yourself. The other solutions out there the one that comes to mind, of course, is you know, eight of us what they're doing with the Annapurna chip in there nitro offering as part of their out. >>You know, as I mentioned earlier, I think the cloud is pushing to the edge. There's a high demand for a lot of packet processing needs with these New Age applications. Customers want to build on and give the you know, we want to be in a position to provide through the democratization and open availability off our products to multiple cloud providers, our technology and as they are experiencing tremendous growth, they're seeking to build cloud with more capacity, with greater degree off security and services functionality. And the ability to process a lot of data at the edge is with millions of simultaneous connections happening at a very small footprint. And that's where we come in. The value that we are essentially providing who not only the existing cloud strategic partners but additional cloud customers we're taking into production this year is that we are enabling them to leapfrog the nitro technology on multiple, whether it is the ability to ah have predictably low latency on and consistently low jitter in the nanoseconds. That is the eight times superior than what a nitro can do today, or the ability to pack their toe process up to nine times more backend processes in the millions of on the ability to do it in a power footprint, which is almost 1/3 that of what you would need on AWS nitro, where they need five times more nitro elements than then we can with a single device, Um, or whether it is the ability now to handle not just power and latency, but millions off flows that can run simultaneously on maintaining the state of all of those and the power of the end, the ability to run multiple services. Uh, with security turned on at the same time are all elements that really differentiate us on. This technology is now readily available to all of us. >>All right, so I understand some of the technical issue items that you're stating there. What I'm curious about is when I look at out both, most customers don't really think about the night. It's that Amazon's providing an extension of their solution into my environment, and they manage everything and so you know, you can't talk about multi cloud environment without talking about Amazon is every customer almost everything right? More than one cloud in one of them is almost always Amazon, though. How does your solution fit into that whole discussion? And then? >>So I think that, you know, one of the things that becomes very important is that if I put my customer enterprise customer hat on, I want to be an enabling my private cloud the private cloud that I build. You have the ability to not just have the option to the port and Amazon cloud, but I typically already and minimal child and barn. So while Outpost and Nitro Nitrogen really enabling, are supposed to deliver those services on our customer's premises, it's only allowing that customer to be locked into one way off dealing with one public cloud company. But if I had to go and think about as I build out my hybrid cloud strategy as an enterprise customer, I want to have the same building blocks on the same policy models that are consistent with all the with the entire dress off cloud vendors that I'm dealing with. The bulk of our customers are essentially telling us I don't want to be locked into a single public cloud company from a hybrid strategy. I want to have the ability to drive a public, private cloud architect that is cloud like from a policy delivery perspective. But at the same time, I want to have the flexibility off deploying a multi cloud and BART, and what we would provide them is the consistency off that same policy model that you would only find in a public cloud with the freedom to not have to buy themselves or lock themselves up into a single public cloud costs. >>So your team, you said, over two decades of experience, there have been some global impacts that have happened during that you got together in 2000. 2001 was right there in front of you that the 2008 you know, down in there, though you're in 2020 obviously the global endemic, as you know, broad financial ripples. How's this impacting Dondo? How's that impacting your discussions with your partners and your customers? >>Well, you know, honestly, I would say that we, like everyone else, have been affected by the pandemic, and we pray that everyone recovers soon with minimum lost to themselves and their families. And this is something very personal. This is here. I feel very passionate about hoping that everybody comes through with this on and their families are all OK. That's all the most important thing in my mind now for us, from a pandemic perspective. What this has done is it has made us more resolute to continue to execute remotely to the best of our ability to meet our customers. Expectations. The advice that I would give to other startups is Keep your head down. Focus on the 80 20 rule, execute on 20% of the things that need to be done, that we'll have 80% of the impact to your business, including undeterred product execution. Stay close to your customers and your partners. Spend your cash judiciously. You know, be very careful on where you're spending your money to make it last. As long as you can ride this pandemic out and double down on being close to your partners and customers. Fortify your sales plans. Meet your customers where they are not where you thought they were, but where they really are and partner with them on this journey and partner with your supply chain. You're going to need that. So this is your time to really be a partner to them, as opposed to see how can you change them? No, no. The really partner with your supply chain Because you're gonna need that. >>Yeah, that's a very sound advice there, Sony. While we're talking advice that, you know, you're very successful career, I'm wondering what advice you would give the other women look at pursuing careers. In fact, specifically, if you know they wanted, you know, start a startup, be a founder, whether that in Silicon Valley or outside, what advice would >>you know? My advice would be to have an undeterred focus. Focus is extremely important. Look, I used to always remind me, Sony, when you're focused on two things, you're d focus. So focus on data. Focus, be driven. Believe in the vision that you have set out for yourself and your team on and keep your eye on the customer. I think in customers successful on your success. That's the message I would give. I would give that same message. My female and the male colleagues. >>Alright, well, we know that you and your team. Sony are very focused, so I'll give you the final word. Gives a little look forward if we go forward. You know, 18 to 24 months. What should we be expecting to see from PENSANDO and your solution? >>Well, in the next 18 to 24 months, we would like to meet and hopefully also exceed our customer's expectation in terms of product execution and the ramp off course. Profitability will be a very important aspect that we're going to keep a very close eye. I think it's too early to be thinking of an ideal, and our focus remains to be on customer success. We have been in the market for a little over. I was a little less than six months. Ah, with the product, September 2019 October 2019 is really when we launched the company on and, uh, the customer always is at the center of everything we do. So that's where we're gonna be focusing on product execution and ramp ramp off product, ramp off estimates. >>Well, so needy. And Dani, it's a pleasure to catch up with you. Thank you so much in the state. >>Thank you. You too. >>Alright. Be sure to check out the cube dot net for all the interviews, you can go see the launch videos that did at go back office in New York City from 2019. If you go to the cube dot net and many more interviews from Sony and her team, I'm stew Minimum. And thank you for watching you. Yeah, yeah, yeah, yeah, yeah.
SUMMARY :
Studios in Palo Alto and Boston connecting with thought leaders all around the world. She is a co founder and also the business off of pensando. I just want to take a step back and, you know, understand, You know, how did you find yourself in the startup You know, I got involved with startup ventures as part of the Mpls team. the build and, you know, you talk about right How do you make some things that festival? bringing the product to market on how that maps into customers and partners what Pensando what are you know, those waves of change and the technology Uh, the applications is is you know, whether it's driven by technology trends You know, I think about, you know, when I've been watching edge computing for the last three It's another to bring it to life and having customers engaged with you during You know the update on the go to market, how you have. So I think it's, you know, it's very important that as a startup we stay very close to our And I guess we would love to hear a little bit about how you would compare the ability to do it in a power footprint, which is almost 1/3 that of what you would need on into my environment, and they manage everything and so you know, So I think that, you know, one of the things that becomes very important is that if I the 2008 you know, down in there, though you're in 2020 obviously the global endemic, of the things that need to be done, that we'll have 80% of the impact to your business, you know, you're very successful career, I'm wondering what advice you Believe in the vision that you have set out for yourself and Alright, well, we know that you and your team. Well, in the next 18 to 24 months, we would like to meet and hopefully also exceed our customer's And Dani, it's a pleasure to catch up with you. You too. Be sure to check out the cube dot net for all the interviews, you can go see the launch
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Silvano Gai, Pensando | Future Proof Your Enterprise 2020
>> Narrator: From the Cube Studios in Palo Alto in Boston, connecting with thought leaders all around the world, this is a CUBE conversation. >> Hi, and welcome to this CUBE conversation, I'm Stu Min and I'm coming to you from our Boston area studio, we've been digging in with the Pensando team, understand how they're fitting into the cloud, multi-cloud, edge discussion, really thrilled to welcome to the program, first time guest, Silvano Gai, he's a fellow with Pensando. Silvano, really nice to see you again, thanks so much for joining us on theCUBE. >> Stuart, it's so nice to see you, we used to work together many years ago and that was really good and is really nice to come to you from Oregon, from Bend, Oregon. A beautiful town in the high desert of Oregon. >> I do love the Pacific North West, I miss the planes and the hotels, I should say, I don't miss the planes and the hotels, but going to see some of the beautiful places is something I do miss and getting to see people in the industry I do like. As you mentioned, you and I crossed paths back through some of the spin-ins, back when I was working for a very large storage company, you were working for SISCO, you were known for writing the book, you were a professor in Italy, many of the people that worked on some of those technologies were your students. But Silvano, my understanding is you retired so, maybe share for our audience, what brought you out of that retirement and into working once again with some of your former colleagues and on the Pensando opportunity. >> I did retire for a while, I retired in 2011 from Cisco if I remember correctly. But at the end of 2016, beginning of 2017, some old friend that you may remember and know called me to discuss some interesting idea, which was basically the seed idea that is behind the Pensando product and their idea were interesting, what we built, of course, is not exactly the original idea because you know product evolve over time, but I think we have something interesting that is adequate and probably superb for the new way to design the data center network, both for enterprise and cloud. >> All right, and Silvano, I mentioned that you've written a number of books, really the authoritative look on when some new products had been released before. So, you've got a new book, "Building a Future-Proof Cloud Infrastructure," and look at you, you've got the physical copy, I've only gotten the soft version. The title, really interesting. Help us understand how Pensando's platform is meeting that future-proof cloud infrastructure that you discuss. >> Well, network have evolved dramatically in the data center and in the cloud. You know, now the speed of classical server in enterprise is probably 25 gigabits, in the cloud we are talking of 100 gigabit of speed for a server, going to 200 gigabit. Now, the backbone are ridiculously fast. We no longer use Spanning Tree and all the stuff, we no longer use access code aggregation. We switched to closed network, and with closed network, we have huge enormous amount of bandwidth and that is good but it also imply that is not easy to do services in a centralized fashion. If you want to do a service in a centralized fashion, what you end up doing is creating a giant bottleneck. You basically, there is this word that is being used, that is trombone or tromboning. You try to funnel all this traffic through the bottleneck and this is not really going to work. The only place that you can really do services is at the edge, and this is not an invention, I mean, even all the principles of cloud is move everything to the edge and maintain the network as simple as possible. So, we approach services with the same general philosophy. We try to move services to the edge, as close as possible to the server and basically at the border between the sever and the network. And when I mean services I mean three main categories of services. The networking services of course, there is the basic layer, two-layer, three stuff, plus the bonding, you know VAMlog and what is needed to connect a server to a network. But then there is the overlay, overlay like the xLAN or Geneva, very very important, basically to build a cloud infrastructure, and that are basically the network service. We can have others but that, sort of is the core of a network service. Some people want to run BGP layers, some people don't want to run BGP. There may be a VPN or kind of things like that but that is the core of a network service. Then of course, and we go back to the time we worked together, there are storage services. At that time, we were discussing mostly about fiber tunnel, now the BUS world is clearly NVMe, but it's not just the BUS world, it's really a new way of doing storage, and is very very interesting. So, NVMe kind of service are very important and NVMe as a version that is called NVMeOF, over fiber. Which is basically, sort of remote version of NVMe. And then the third, least but not last, most important category probably, is security. And when I say that security is very very important, you know, the fact that security is very important is clear to everybody in our day, and I think security has two main branches in terms of services. There is the classical firewall and micro-segmentation, in which you basically try to enforce the fact that only who is allowed to access something can access something. But you don't, at that point, care too much about the privacy of the data. Then there is the other branch that encryption, in which you are not trying to enforce to decide who can access or not access the resource, but you are basically caring about the privacy of the data, encrypting the data so that if it is hijacked, snooped or whatever, it cannot be decoded. >> Eccellent, so Silvano, absolutely the edge is a huge opportunity. When someone looks at the overall solution and say you're putting something in the edge, you know, they could just say, "This really looks like a NIC." You talked about some of the previous engagement we'd worked on, host bus adapters, smart NICs and the like. There were some things we could build in but there were limits that we had, so, what differentiates the Pensando solution from what we would traditionally think of as an adapter card in the past? >> Well, the Pensando solution has two main, multiple pieces but in term of hardware, has two main pieces, there is an ASIC that we call copper internally. That ASIC is not strictly related to be used only in an adapter form, you can deploy it also in other form factors in another part of the network in other embodiment, et cetera. And then there is a card, the card has a PCI-E interface and sit in a PCI-E slot. So yes, in that sense, somebody can can call it a NIC and since it's a pretty good NIC, somebody can call it a smart NIC. We don't really like that two terms, we prefer to call it DSC, domain specific card, but the real term that I like to use is domain specific hardware, and I like to use domain specific hardware because it's the same term that Hennessy and Patterson use in a beautiful piece of literature that is the Turing Award lecture. It's on the internet, it's public, I really ask everybody to go and try to find it and listen to that beautiful piece of literature, modern literature on computer architecture. The Turing Award lecture of Hennessy and Patterson. And they have introduced the concept of domain specific hardware, and they explain also the justification for why now is important to look at domain specific hardware. And the justification is basically in a nutshell and we can go more deep if you're interested, but in a nutshell is that the specing, that is the single tried performer's measurement of a CPU, is not growing fast at all, is only growing nowadays like a few point percent a year, maybe 4% per year. And with this slow grow, over specing performance of a core, you know the core need to be really used for user application, for customer application, and all what is known as Sentian can be moved to some domain specific hardware that can do that in a much better fashion, and by no mean I imply that the DSC is the best example of domain specific hardware. The best example of domain specific hardware is in front of all of us, and are GPUs. And not GPUs for graphic processing which are also important, but GPU used basically for artificial intelligence, machine learning inference. You know, that is a piece of hardware that has shown that something can be done with performance that the purpose processor can do. >> Yeah, it's interesting right. If you term back the clock 10 or 15 years ago, I used to be in arguments, and you say, "Do you build an offload, "or do you let it happen is software." And I was always like, "Oh, well Moore's law with mean that, "you know, the software solution will always win, "because if you bake it in hardware, it's too slow." It's a very different world today, you talk about how fast things speed up. From your customer standpoint though, often some of those architectural things are something that I've looked for my suppliers to take care of that. Speak to the use case, what does this all mean from a customer stand point, what are some of those early use cases that you're looking at? >> Well, as always, you get a bit surprised by the use cases, in the sense that you start to design a product thinking that some of the most cool thing will be the dominant use cases, and then you discover that something that you have never really fought have the most interesting use case. One that we have fought about since day one, but it's really becoming super interesting is telemetry. Basically, measuring everything in the network, and understanding what is happening in the network. I was speaking with a friend the other day, and the friend was asking me, "Oh, but we have SNMP for many many years, "which is the difference between SNMP and telemetry?" And the difference is to me, the real difference is in SNMP or in many of these management protocol, you involve a management plan, you involve a control plan, and then you go to read something that is in the data plan. But the process is so inefficient that you cannot really get a huge volume of data, and you cannot get it practically enough, with enough performance. Doing telemetry means thinking a data path, building a data path that is capable of not only measuring everything realtime, but also sending out that measurement without involving anything else, without involving the control path and the management path so that the measurement becomes really very efficient and the data that you stream out becomes really usable data, actionable data in realtime. So telemetry is clearly the first one, is important. One that you honestly, we had built but we weren't thinking this was going to have so much success is what we call Bidirectional ERSPAN. And basically, is just the capability of copying data. And sending data that the card see to a station. And that is very very useful for replacing what are called TAP network, Which is just network, but many customer put in parallel to the real network just to observe the real network and to be able to troubleshoot and diagnose problem in the real network. So, this two feature telemetry and ERSPAN that are basically troubleshooting feature are the two features that are beginning are getting more traction. >> You're talking about realtime things like telemetry. You know, the applications and the integrations that you need to deal with are so important, back in some of the previous start-ups that you done was getting ready for, say how do we optimize for virtualization, today you talk cloud-native architectures, streaming, very popular, very modular, often container based solutions and things change constantly. You look at some of these architectures, it's not a single thing that goes on for a long period of time, but it's lots of things that happen over shorter periods of time. So, what integrations do you need to do, and what architecturally, how do you build things to make them as you talk, future-proof for these kind of cloud architectures? >> Yeah, what I mentioned were just the two low hanging fruit, if you want the first two low hanging fruit of this architecture. But basically, the two that come immediately after and where there is a huge amount of radio are distributor's state for firewall, with micro-segmentation support. That is a huge topic in itself. So important nowadays that is absolutely fundamental to be able to build a cloud. That is very important, and the second one is wire rate encryption. There is so much demand for privacy, and so much demand to encrypt the data. Not only between data center but now also inside the data center. And when you look at a large bank for example. A large bank is no longer a single organization. A large bank is multiple organizations that are compartmentalized by law. That need to keep things separate by law, by regulation, by FCC regulation. And if you don't have encryption, and if you don't have distributed firewall, is really very difficult to achieve that. And then you know, there are other applications, we mentioned storage NVME, and is a very nice application, and then we have even more, if you go to look at load balance in between server, doing compression for storage and other possible applications. But I sort of lost your real question. >> So, just part of the pieces, when you look at integrations that Pensando needs to do, for maybe some of the applications that you would tie in to any of those that come to mind? >> Yeah, well for sure. It depends, I see two main branches again. One is the cloud provider, and one are the enterprise. In the cloud provider, basically this cloud provider have a huge management infrastructure that is already built and they want just the card to adapt to this, to be controllable by this huge management infrastructure. They already know which rule they want to send to the card, they already know which feature they want to enable on the card. They already have all that, they just want the card to provide the data plan performers for that particular feature. So they're going to build something particular that is specific for that particular cloud provider that adapt to that cloud provider architecture. We want the flexibility of having an API on the card that is like a rest API or a gRPC which they can easily program, monitor and control that card. When you look at the enterprise, the situation is different. Enterprise is looking to at two things. Two or three things. The first thing is a complete solution. They don't want to, they don't have the management infrastructure that they have built like a cloud provider. They want a complete solution that has the card and the management station and there's all what is required to make from day one, a working solution, which is absolutely correct in an enterprise environment. They also want integration, and integration is the tool that they already have. If you look at main enterprise, one of a dominant presence is clearly VMware virtualization in terms of ESX and vSphere and NSX. And so most of the customer are asking us to integrate with VMware, which is a very reasonable demand. And then of course, there are other player, not so much in the virtualization's space, but for example, in the data collections space, and the data analysis space, and for sure Pensando doesn't want to reinvent the wheel there, doesn't want to build a data collector or data analysis engine and whatever, there is a lot of work, and there are a lot out there, so integration with things like Splunk for example are kind of natural for Pensando. >> Eccellent, so wait, you talked about some of the places where Pensando doesn't need to reinvent the wheel, you talk through a lot of the different technology pieces. If I had to have you pull out one, what would you say is the biggest innovation that Pensando has built into the platform. >> Well, the biggest innovation is this P4 architecture. And the P4 architecture was a sort of gift that was given us in the sense that it was not invented for what we use it. P4 was basically invented to have programmable switches. The first big P4 company was clearly Barefoot that then was acquired by Intel and Barefoot built a programmable switch. But if you look at the reality of today, the network, most of the people want the network to be super easy. They don't want to program anything into the network. They want to program everything at the edge, they want to put all the intelligence and the programmability of the edge, so we borrowed the P4 architecture, which is fantastic programmable architecture and we implemented that yet. It's also easier because the bandwidth is clearly more limited at the edge compared to being in the core of a network. And that P4 architecture give us a huge advantage. If you, tomorrow come up with the Stuart Encapsulation Super Duper Technology, I can implement in the copper The Stuart, whatever it was called, Super Duper Encapsulation Technology, even when I design the ASIC I didn't know that encapsulation exists. Is the data plan programmability, is the capability to program the data plan and programming the data plan while maintaining wire-speed performance, which I think is the biggest benefit of Pensando. >> All right, well Silvano, thank you so much for sharing, your journey with Pensando so far, really interesting to dig into it and absolutely look forward to following progress as it goes. >> Stuart, it's been really a pleasure to talk with you, I hope to talk with you again in the near future. Thank you so much. >> All right, and thank you for watching theCUBE, I'm Stu Miniman, thanks for watching. (upbeat music)
SUMMARY :
leaders all around the world, I'm Stu Min and I'm coming to you and is really nice to and on the Pensando opportunity. that is behind the Pensando product I've only gotten the soft version. but that is the core of a network service. as an adapter card in the past? but the real term that I like to use "you know, the software and the data that you stream out becomes really usable data, and the integrations and the second one is and integration is the tool that Pensando has built into the platform. is the capability to program the data plan and absolutely look forward to I hope to talk with you you for watching theCUBE,
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Barry Eggers, Lightspeed Venture Partners and Randy Pond, Pensando Systems | Welcome to the New Edge
from New York City it's the cube covering welcome to the new edge brought to you by pensando systems hey welcome back here ready Jeff Rick here with the cube we are in downtown Manhattan at the top of goldman sachs it was a beautiful day now the clouds coming in but that's appropriate because we're talking about cloud we're talking about edge and the launch of a brand new company is pensando and their event it's called welcome to the new edge and we're happy to have since we're goldman the guys who have the money we're barry Eggers a founding partner of Lightspeed ventures and randy pond the CFO a pensando gentlemen welcome thank you thank you so Barry let's start with you you think you were involved at this early on why did you get involved what what kind of sparked your interest we got involved in this round and the reason we got involved were mainly because we've worked with this team before at Cisco we know they're fantastic they're probably the most prolific team and the enterprise and they're going after a big opportunity so we were pleased when the company said hey you guys want to work with us on this as a financial investor and we did some diligence and dug in and found you know everything to our liking and jump right in didn't anybody tell them this startup is a young man's game they mixed up the twenty-something I think yeah they sort of turned the startup on its head if you will no pun intended that's going right yeah yeah and Randy you've joined him a CFO you've known them for a while I mean what is it about this group of people that execute kind of forward-looking transformation transformational technologies time and time again that's not a very common trait it's a it's a great question so you know the key for these guys have been well they've been together since the 80s so Mario look and primitive this is the 80s I work with them at their previous startup before Christian two ladies and they're the combination of their skills are phenomenal together so you know one of them has some of the vision of where they want to go the second guy is a substantive sort of engineer takes it from concept first drawing and then the Prem takes over the execution perspective and then drives this thing and they've really been incredible together and then we added Sony at crescendo as a as a product marketing person and she's really stepped up and become integral part on the team so they work together so well it just makes a huge difference yeah it's it's it's amazing that that a that they keep doing it and B that they want to keep doing it right because they've got a few bucks in the bank and they don't really need to do it but still to take on a big challenge and then to keep it under wraps for two and a half years that's pretty pretty amazing so curious Barry from your point of view venture investing you guys kind of see the future you get pitched by smart people all day when you looked at John Chambers kind of conversation of these ten-year kind of big cycles you know what did you think of that how do you guys kind of slice and dice your opportunities and looking at these big Nick's yeah going back going back to the team a little bit they've been pretty good at identifying a lot of these cycles they brought us land switching a long time ago with crescendo they sort of redefined the data center several times and so there's another opportunity what's driving this opportunity really is the fact that explosion of applications in the network and of course east-west traffic in the network so networks were more designed north-south and they're slowly becoming more east-west but because the applications are closer to the edge and networks today mostly provide services in the core the idea for pensando is well why don't we bring the service deliver the services closer to the applications improve performance better security and better monitoring yeah and then just the just the hyper acceleration of you know the amount of data the amount of applications and then this age-old it's we're going to use the data to the computer do you move the compute to the data now the answer is yes all the above so you got some money to work with we do you got a round that he could be around you guys are closing the C round so I think 180 people approximately I think somebody told me close enough so as you put some of this capital to work what are some of your priorities going forward so we will continue to hire both in the engineering side but more importantly now we're hiring in sales and service we've been waiting for the product quite frankly so we've just got our first few sales guys hired we've got a pretty aggressive ramp especially with the HP relationship to put people out into the field we've hired a couple guys in New York will continue to hire at the sales team we're ramping the supply chain and we've got a relative complicated supply chain model but that has to react now that we're going to market all that might be pretty used to do that we're changing facilities we need to grow we're sort of cramped in a one-story building open up one floor of a building right now so the money is going to be used sort of critically to really scale the business down they can go to market okay but a pretty impressive list of both partners and customers on launch day you don't see Goldman HPE Equinix I think it was quite a slide some of that is the uniqueness of the way we went to market and did the original due diligence on the product and bringing customers in early and then converting them to investors you end up with a customer investment model so they stayed with us Goldman's been through all three rounds we've been about HP and last model we had NetApp has been um two rounds now so we've we've continued to develop as a business with this small core group of customers and investors that we could try to expand every time we move to the next round and as Barry said earlier this is the first time we had a traditional financial investor in our rounds the rest of them have all been customers they've been friends and family for the most part did you join the board too right I did yeah so what are you what are you excited about what what do you see is I mean just clearly your side you invested but is there something just extra special here you know react chambers put in a 10-year 10-year cycle yeah we've talked about it I mean I'm excited to work with the team right there best-in-class working closely with John again is a lot of fun a chance to not exhaust yeah yeah you know a chance to read redefine the data center and be part of the next way even as a VC you love waves and build my Connick company right and I think we have a real opportunity in front of us it it takes a lot of money to do this and do it right and I think we have the team that proven they can execute on this kind of opportunities from I'm excited to see what the next five years hold for this company good well it was funny John teased him a little bit about you know all the M&A stuff that he was famous for at Cisco he's like I don't do that anymore now I'm an investor I want IPOs all the way what's all 18 thinks it is 18 companies in his portfolio their routes they're going to IPO all the way yeah that's that's a good point actually this team has been prolific and they've delivered products that have generated fifty billion dollars and any walk into any data center in the world you're gonna see a product this team has built however this team has not taken a company public so that's really the opportunity I think that's what excites them Randy's here it's why Jon's here that's why I'm here we want to build a company that can be an independent company be a lasting leader in a new category yeah so last word Randy for you for people that aren't familiar with the team that aren't familiar with with with what they've done what would you tell them about why you came to this opportunity and why you're excited about it well this there is no higher quality engineering team in the world didn't these people so it's to get re-engaged with them again with an entirely new concept that's catching a transition and the market was just too good an opportunity to pass I mean I had retired for 15 months and I came out of retirement to join this team much to the chagrin of my wife but I just couldn't pass up the opportunity high caliber talent it's um every day is is interesting I have to say well thanks for for sharing the story with us and and congratulations on a great day and in a terrific event thank you thank you very much all right he's berry he's Randy I'm Jeff you're watching the cube from the top of goldman sachs in Manhattan thanks for watching we'll see you next time
**Summary and Sentiment Analysis are not been shown because of improper transcript**
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Prem Jain, Pensando Systems | Welcome to the New Edge 2019
>>From New York city. It's the cube covering. Welcome to the new edge brought to you by systems. >>Okay, we'll come back. You're ready. Jeff Frick here with the cube. We're in downtown Manhattan at the top of Goldman Sachs, like 43 stories above the Hudson. It was a really beautiful view a couple hours ago, but the cloud has moved in and that's only appropriate cause it's cloud is a big theme of why we're here today. We're here for the Penn Zando event. It's called welcome to the new edge. They just come out of stealth mode after two and a half years, almost three years, raised a ton of money, got a really rockstar team and we're excited to have the CEO with us today to tell us a little bit about more what's going on. And that's prem Jane and again, the CEO of Penn Sandow prem. Great to see you. Nice to see you too. So everything we did running up to this event before we could get any of the news, we, we, we tried to figure out what was going on and all it kept coming up was NPLS, NPLS, NPLS, which I thought was a technology, which it is, but it's really about the team. Tell us a little bit about the team in which you guys have built prior and, and why you're such a, a well functioning and kind of forward thinking group of people. >>So I think the team is working together. Mario Luca, myself and Sony were working together since 1983 except for Sony. Sony joined us after the first company, which has crescendo, got acquired by Cisco in 1993 and since then four of us are working together. Uh, we have done many, uh, spinnings inside the Cisco and demo was the first one. Then we did, uh, uh, Nova systems, which was the second, then we did recently in CMA. Uh, and then after we left we thought we are going to retire, but we talked about it and we says, you know, there is still transitions happening in the industry and maybe we have few more years to go back to the, you know, industry and, and do something which is very challenging and, and uh, impacting. I think everything which we have done in the past is to create a impact in the industry and make that transition which is occurring very successful, >>which is really hard to do. And, and John Chambers who, who's on the board and spoke earlier today, you know, kind of talked about these 10 year cycles of significant change in our industry and you know, Clayton Christianson innovator's dilemma, it's really easy when you are successful at one of those to kind of sit on your laurels. In fact, it's really, really hard to kill yourself and go on to the next thing you guys have done this time and time and time again. Is there a unique chemistry in the way you guys look forward or you just, you just get bored with what you built and you want to build something new. I mean, what is some of the magic, because even John said, as soon as he heard that you were the team behind it, he was like, sign me up. I don't know what they're building but I don't really care cause I know these people can deliver. >>I think it's very good the, whenever you look at any startup, the most important thing which comes up as the team and you're seeing a lot of startup fails because the team didn't work together or they got their egos into this one. Since we are working for so long, they compliment each other. That's the one thing which is very important. Mario, Luca, myself, they come from engineering backgrounds. Sony comes from marketing, sales, uh, type of background and we all lady in terms of the brain, if you think about is the Mario behind the scene, Luca is really the execution machine and I'm, you can think like as a heart, okay. Putting this thing together. Uh, as a team, we work very complimentary with each other. It does not mean that we agree on everything, right? We disagree. We argue. We basically challenge each other. But one thing good about this particular team is that once we come to a conclusion, we just focus and execute. And team is also known to work with customers all the time. I mean, even when we started Penn Sando, we talked to many customers in the very beginning. They shape up our ideas, they shape up the directions, which is we are going and what transitions are occurring in the industries and all that. That's another thing which is we take customer very seriously in our thought process of building a product. >>So when you were thinking around sitting around the table, deciding whether you guys wanted to do it again, what were the challenges that you saw? What was the kind of the feedback loop that came in that, that started this? The, uh, the gym of the idea >>thing is also is that, uh, we had, we had developed so many different products as you saw today in the launch, eight or nine, uh, billion dollar product line and stuff like that. So we all have a very good system experience what is really needed, what transitions are occurring and stuff like that. When we started this one, we were not really sure what we wanted to do it, but in the last one when we did the, uh, NCMA, we realize that the enterprise thing, which we deliver the ACI solution for the enterprise, the realize that these services was the most complex way of incorporating into that particular architectures. So right from the beginning of interview realized that the, this particular thing is nobody has touched it, nobody thought about it out of the box thinking that how can you make it into a distributed fashion, which has also realized that cloud is going, everything distributed. >>They got away from the centralized appliances. So as the enterprise is now thinking of doing it cloud-like architectures and stuff like that. And the third thing which was really triggered us also, there was a company which is a new Poona which got acquired by Amazon in 2016 and we were looking at it what kinds of things they are doing and we said we can do much better architecturally and next generation, uh, architecture, which can really enable all the other cloud vendors. Some of them are our partners to make sure they can leverage that particular technologies and build the next generation cloud. And that's where this idea of new edge came in because we also saw that the new applications like IOT is five G's and artificial intelligence, machine learning, robotics or drones, you just name it intelligent devices, which is going to get connected. What is the best place to process them is at the edge or also at the backend with the application where the server is running these and that is another edge compute edge, right? >>In that particular sense. So our idea was to develop a product so that it can cover wide segment of the market, enterprise cloud providers, service borders, but focus very narrowly delivering these services into existing architectures. Also people who are building, building the next generation architectures. Right, so it's the distributed services platform or the distributed services architecture. So at its core for people that didn't make it today, what is it? It's basically is a distributed service platforms. The foundation of that is really our custom processor, which is we have designed is highly programmable. It's software defined so that all the protocols, which is typically people hardwired in our case is programmable. It's all programs which is we are writing the language which you selected as before and before extensions. The software stack is the major differentiated thing which is running on the top of this particular processor, which is we have designed in such a way that is hardware agnostics. >>The the, the capabilities which we have built is easily integrated into the existing environment. So if people already have cloud and they want to leverage our technologies, they can really deploy it in the enterprise. We are basically replacing lot of appliances, simplifying the architectures, making sure they can enable the service as they grow model, which is really amazing because right now they had to say firewall goes here, load balancer goes here, these a VPN devices goes there. In our case it's very simple. You put in every server of our technologies and our software stack and our Venice, which is our policy manager, which is sitting outside and it's based upon Kubernete X a architectures is basically a microservices, which is we are running and managing the life cycle of this particular product family and also providing the visibility and uh, uh, accountability in terms of exactly what is going on in that particular network. >>And it's all driven by intent-based architecture, which is policy driven, right? So software defined sitting on software defined Silicon. So you get the benefits of the Silicon, but it's also programmable Silicon, but it's still, you're sitting, you've got a software stack on top of that that manages that cloud and then the form factors as small as a Nick. Yes. So he can stick it in the HP HP server. Yeah. It specifically goes into any PCI slot in any server, uh, in the industry. Yes. It's amazing. Well, first incarnation, but, but, but, but, but that's a really simple implementation, right? Just to get radiation and easy to deploy. Right. And you guys are, you're yourself where involved in security that's involved in managing the storage. It's simple low power, which I thought was a pretty interesting attribute that you defined early on. Clearly thinking about edge and these distributed, uh, things all over the place. >>They're metal programmable. And then the other thing that was talked about a lot today was the observability. Yes. Um, why observability why was that so important? What were you hearing from customers that were really leading you down that path? Yeah, it's important. Uh, you know, surprisingly enough, uh, the visibility is one of the biggest challenge. Most of the data center faces today. A lot of people tried to do multiple different things, but they're never able to do it, uh, in, in the way we are doing it. One is that we don't run anything on the host. Some people have done it right on the train running the agent on the host. Some people have tried to run virtual machines on the those particular environment. In our case there's nothing which is running on the host site. It runs on our card and having end to end that visibility we can provide latency, very accurate latency to the, to the applications which is very important for these customers. >>Also, what is really going on there is the problem in the network. Isolation is another big thing. When something get lost they don't know where it got lost. We can provide that thing. Another important thing that you're doing, which is not being done in the industries. Everything which is we are doing is flow based means if I'm talking to you, there is a flow being set up between you and me and we are monitoring every flow and one of the advantages of our processor is we have four to eight gigabytes of memory, so we can keep these States, have these flows inside, and that gives a tremendous advantage for us to do lots of things, which as you can imagine going forward, we will be delivering it such as, for example, behavior of these flows and things from this point of view, once you understand the behavior of the flow, you can also provide lot of security features because if I'm not talking to you and suddenly I start talking to you and I know that there's something went wrong, right, right. >>And they should be able to look at the behavior analysis and should be able to tell exactly what's going on. You mean we want a real time snapshot of what's really happening instead of a instead of a sample of something that happened a little. No, absolutely. You're absolutely connected. Yeah. Yeah. Um, that's terrific. So you put together to accompany and you immediately went out and talked to a whole bunch of customers. I was amazed at the number of customers and partners that you had here at the launch. Um, was that for validation? Were you testing hypotheses or, or were there some things that the customers were telling you about that maybe you weren't aware of or maybe didn't get the right priority? I think it's all of the above. What you mentioned our, it's in our DNA by the way. You know, we don't design products, we don't design things without talking to customers. >>Validation is very important that we are on the right track because you may try to solve the customer problem, which is not today's problem. Maybe future's problem. Our idea was that then you can develop the product it was set on the shelf. We don't want to do that. We wanted to make sure that, that this is the hard problem customer is facing today. At the same time looking at it, what futuristic in their architecture is understanding the customers, how, what are they doing today, how they're deploying it. The use cases are understanding those very well and making sure that we are designing. Because when we design a seeker, when your designer processor, you know, you cannot design for one year, it has to be a longterm, right? And you need to make sure that we understand the current problems, we understand the future problems and design that in pretty much your spark and you've been in this space forever. >>You're at Cisco before. And so just love to get your take on exponential growth. You know, such an interesting concept that people have a really hard time grasping exponential growth and we're seeing it clearly with data and data flows and ultimately everything's got to go through the network. I mean, when you, when you think back with a little bit of perspective at the incredible increase in the data flow and the amount of data is being stored and the distribution of these, um, applications now out to the edge and store and compute and take action at the edge, you know, what do you think about, how do you, how do you kind of stay on top of that as somebody who kind of sees the feature relatively effectively, how do you try to stay on top of exponential curves? As you know, very valuable data is very important for anybody in any business. >>Whether it's financial, whether it's healthcare, whether it's, and it's becoming even more and more important because of machine learning, artificial intelligence, which is coming in to really process this particular data and predict certain things which is going to happen, right? We wanted to be close to the data and the closest place to be data is where the application is running. That's one place clears closest to the data at the edge is where data is coming in from the IOT devices, from the 5g devices, from the, you know, you know all kinds of appliances which is being classified under IOT devices. We wanted to be, make sure that we are close to the data, doesn't matter where you deploy and we want to be agnostic. Actually our technologies and architectures designed that this boundary is between North, South, East, West is going to go away in future cloud. >>A lot of things which is being done in the backend will be become at the edge like we talked about before. So we are really a journey which is just starting in this particular detectors and you're going to see a lot more innovations coming from us continuously in this particular directions. And again, based upon the feedback which you're going to get from cloud customers with enterprise customers, but they were partners and other system ecosystem partners, which is going to give us a lot of feedback. Great. Well again, thanks for uh, for having us out and congratulations to uh, to you and the team. It must be really fun to pull the covers off. absolutely. It is very historical day for us. This is something we were waiting for two years and nine months to see this particular date, to have our customers come on the stage and talk about our technologies and why they think it's very important. Thank you very much for giving me this opportunity to talk to you. Thank you. Alright, thanks prem. Thanks. He's prem. I'm Jeff. You're watching the cube where it depends. Sandow launch at the top of Goldman Sachs in downtown Manhattan. Thanks for watching. We'll see you next time.
SUMMARY :
brought to you by systems. Tell us a little bit about the team in which you guys have built prior and, in the industry and make that transition which is occurring very successful, and go on to the next thing you guys have done this time and time and time again. That's the one thing which is very important. thing is also is that, uh, we had, we had developed so many different products as you saw today And the third thing which was really triggered us also, It's all programs which is we are writing the language which you the service as they grow model, which is really amazing because right now they had to say It's simple low power, which I thought was a pretty interesting attribute that you defined to the applications which is very important for these customers. advantage for us to do lots of things, which as you can imagine I was amazed at the number of customers and partners that you had here Validation is very important that we are on the right track because you may try to solve the customer and take action at the edge, you know, what do you think about, We wanted to be, make sure that we are close to the data, doesn't matter where you deploy and we want to be agnostic. So we are really a journey which is just starting in this particular detectors
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John Chambers, Pensando Systems | Welcome to the New Edge 2019
(upbeat music) >> From New York City, it's theCUBE. Covering "Welcome To The New Edge." Brought to you by Pensando Systems. >> Hey, welcome back here ready. Jeff Frick here with theCUBE. We are high atop Goldman Sachs in downtown Manhattan, I think it's 43 floors, for a really special event. It's the Pensando launch. It's really called welcome to the new edge and we talked about technology. We had some of the founders on but, these type of opportunities are really special to talk to some really senior leaders and we're excited to have John Chambers back on, who as you know, historic CEO of Cisco for many, many years. Has left that, is doing his own ventures he's writing books, he's investing and he's, happens to be chairman of the board of Pensando. So John, thanks for taking a few minutes with us. >> Well, more than a few minutes, I think what we talked about today is a major industry change and so to focus on that and focus about the implications will be a lot of fun. >> So let's jump into it. So, one of the things you led with earlier today was kind of these 10 year cycles and they're not exactly 10 years, but you outlined a series of them from mainframe, mini client server everybody knows kind of the sequence. What do you think it is about the 10 year kind of cycle besides the fact that it's easy and convenient for us to remember, that, kind of paces these big disruptions? >> Well, I think it has to do with once a company takes off they tend to, dominate that segment of the industry for so long that even if a creative idea came up they were just overpowering. And then toward the end of a 10 year cycle they quit reinventing themselves. And we talked earlier about the innovator's dilemma and the implications for it. Or an architecture that was designed that suddenly can't go to the next level. So I think it's probably a combination of three or four different factors, including the original incumbent who broke the glass, disrupted others, not disrupting themselves. >> Right, but you also talked about a story where you had to shift focus based on some customer feedback and you ran Cisco for a lot longer than 10 years. So how do you as a leader kind of keep your ears open to something that's a disruptive change that's not your regular best customer and your regular best salesman asking for a little bit faster, a little bit cheaper, a little bit of more the same versus the significant disruptive transformational shift? >> Well this goes back to one of my most basic views in life is I think we learn more from our setbacks or setbacks we were part of, or even the missteps or mistakes than you ever do your successes. Everybody loves to talk about successes and I'm no different there. But when you watched a great state like West Virginia that was the chemical center of the world and the coal mining center of the world, the 125,000 coal mines, six miners very well paid, 6,000 of the top engineers in the world, it was the Silicon Valley of the chemical industry and those just disappear. And because our state did not reinvent itself, because the education system didn't change, because we didn't distract attract a new set of businesses in we just kept doing the right thing too long, we got left behind. Then I went to Boston, it was the Silicon Valley of the world. And Route 128 around Boston was symbolic with the Silicon Valley and I-101 and 280 around it. And we had the top university at that time. Much like Stanford today, but MIT generating new companies. We had great companies, DEC, Wang, Data General. Probably a million jobs in the area and because we got stuck in a segment of the market, quit listening to our customers and missed the transitions, not only did we lose probably 1.2 million jobs on it, 100,000 out of DEC, 32,000 out of Wang, etc, we did not catch the next generation of technology changes. So I understand the implications if you don't disrupt yourself. But I also learned, that if you're not regularly reinventing yourself, you get left behind as a leader. And one of my toughest competitors came up to me and said, "John, I love the way you're reinventing Cisco "and how you've done that multiple times." And then I turned and I said "That's why a CEO has got to be in the job "for more than four or five years" and he said, "Now we disagree again." Which we usually did and he said, "Most people can't reinvent themselves." And he said "I'm an example." "I'm a pretty good CEO" he's actually a very good CEO, but he said, "After I've been there three or four years "I've made the changes, that I know "I've got to go somewhere else." And he could see I didn't buy-in and then he said, "How many of your top 100 people "you've been happy with once they've been "in the job for more than five years?" I hesitated and I said "Only one." And he's right, you've got to move people around, you've got to get people comfortable with disruption on it and, the hardest one to disrupt are the companies or the leaders who've been most successful and yet, that's when you got to think about disruption. >> Right, so to pivot on that a little bit in terms of kind of the government's role in jobs, specifically. >> Yes. >> We're in this really strange period of time. We have record low unemployment, right, tiny, tiny unemployment, and yet, we see automation coming in aggressively with autonomous vehicles and this and that and just to pick truck drivers as a category, everyone can clearly see that autonomous vehicles are going to knock them out in the not too distant future. That said, there's more demand for truck drivers today than there's every been and they can't fill the positions So, with this weird thing where we're going to have a bunch of new jobs that are created by technology, we're going to have a bunch of old jobs that get displaced by technology, but those people aren't necessarily the same people that can leave the one and go to the other. So as you look at that challenge, and I know you work with a lot of government leaders, how should they be thinking about taking on this challenge? >> Well, I think you've got to take it on very squarely and let's use the U.S. as an example and then I'll parallel what France is doing and what India is doing that is actually much more creative that what we are, from countries you wouldn't have anticipated. In the U.S. we know that 50% of the Fortune 500 will probably not exist in 10 years, 12 at the most. We know that the large companies will not incrementally hire people over this next decade and they've often been one of the best sources of hiring because of AI and automation will change that. So, it's not just a question of being schooled in one area and move to another, those jobs will disappear within the companies. If we don't have new jobs in startups and if we don't have the startups running at about three to four times the current volumes, we've got a real problem looking out five to 10 years. And the startups where everyone thinks we're doing a good job, the app user, third to a half of what they were two decades ago. And so if you need 25 million jobs over this next decade and your startups are at a level more like they were in the 90s, that's going to be a challenge. And so I think we've got to think from the government perspective of how we become a startup nation again, how we think about long-term job creation, how we think about job creation not taking money out of one pocket and give it to another. People want a real job, they want to have a meaningful job. We got to change our K through 12 education system which is broken, we've got to change our university system to generate the jobs for where people are going and then we've got to retrain people. That is very doable, if you got at it with a total plan and approach it from a scale perspective. That was lacking. And one of the disappointing things in the debate last night, and while I'm a republican I really want who's going to really lead us well both at the presidential level, but also within the senate, the house. Is, there was a complete lack of any vision on what the country should look like 10 years from now, and how we're going to create 25 million jobs and how we're going to create 10 million more that are going to be displaced and how we're going to re-educate people for it. It was a lot of finger pointing and transactional, but no overall plan. Modi did the reverse in India, and actually Macron, in all places, in France. Where they looked at GDP growth, job creation, startups, education changes, etc, and they executed to an overall approach. So, I'm looking for our government really to change the approach and to really say how are we going to generate jobs and how are we going to deal with the issues that are coming at us. It's a combination of all the the above. >> Yep. Let's shift gears a little bit about the education system and you're very involved and you talked about MIT. Obviously, I think Stanford and Cal are such big drivers of innovation in the Bay area because smart people go there and they don't leave. And then there's a lot of good buzz now happening in Atlanta as an investment really piggy-backing on Georgia Tech, which also creates a lot of great engineers. As you look at education, I don't want to go through K through 12, but more higher education, how do you see that evolving in today's world? It's super expensive, there's tremendous debt for the kids coming out, it doesn't necessarily train them for the new jobs. >> Where the jobs are. >> How do you see, kind of the role of higher education and that evolving into kind of this new world in which we're headed? >> Well, the good news and bad news about when I look at successful startups around the world, they're always centered around a innovative university and it isn't just about the raw horse power of the kids, It starts with the CEO of the university, the president of the university, their curriculum, their entrepreneurial approach, do they knock down the barriers across the various groups from engineering to business to law, etc? And are they thinking out of box? And if you watch, there is a huge missing piece between, Georgia Tech more of an exception, but still not running at the level they need to. And the Northeast around Boston and New York and Silicon Valley, The rest of the country's being left behind. So I'm looking for universities to completely redo their curriculum. I'm looking for it really breaking down the silos within the groups and focus on the outcomes. And much like Steve Case has done a very good job on focusing, about the Rust Belt and how do you do startups? I'm going to learn from what I saw in France at Polytechnique and the ITs in India, and what occurred in Stanford and MIT used to occur is, you've got to get the universities to be the core and that's where they kids want to stay close to, and we've got to generate a whole different curriculum, if you will, in the universities, including, continuous learning for their graduates, to be able to come back virtually and say how do I learn about re-skilling myself? >> Yeah. >> The current model is just not >> the right model >> It's broken. >> For the, for going forward. >> K through 12 is >> hopelessly broken >> Yeah. >> and the universities, while were still better than anywhere else in the world, we're still teaching, and some of the teachers and some of the books are what I could have used in college. >> Right, right >> So, we got to rethink the whole curriculum >> darn papers on the inside >> disrupt, disrupt >> So, shifting gears a little bit, you, played with lots of companies in your CEO role you guys did a ton of M&A, you're very famous for the successful M&A that you did over a number of years, but in an investor role, J2 now, you're looking at a more early stage. And you said you made a number of investments which is exciting. So, as you evaluate opportunities A. In teams that come to pitch to you >> Yeah. >> B. What are the key things you look for? >> In the sequence you've raised them, first in my prior world, I was really happy to do 180 acquisitions, in my current world, I'm reversed, I want them to go IPO. Because you add 76% of your headcount after an IPO, or after you've become a unicorn. When companies are bought, including what I bought in my prior role, their headcount growth is pretty well done. We'd add engineers after that, but would blow them through our sales channel, services, finance, etc. So, I want to see many more of these companies go public, and this goes back to national agenda about getting IPO's, not back to where they were during the 90's when it was almost two to three times, what you've seen over the last decade. But probably double, even that number the 90's, to generate the jobs we want. So, I'm very interested now about companies going public in direction. To the second part of your question, on what do I look for in startups and why, if I can bridge it, to am I so faired up about Pensando? If I look for my startups and, it's like I do acquisitions, I develop a playbook, I run that playbook faster and faster, it's how I do digitization of countries, etc. And so for a area I'm going to invest in and bet on, first thing I look at, is their market, technology transition, and business model transition occurring at the same time. That was Amazon of 15 years ago as an example. The second thing I look at, is the CEO and ideally, the whole founding team but it's usually just the CEO. The third thing I look for, is what are the customers really say about them? There's only one Steve Jobs, and it took him seven years. So, I go to the customers and say "What do you really think of this company?" Fourth thing I look for, is how close to an inflection point are they. The fifth thing I look for, is what they have in their ecosystem. Are they partnering? Things of that type. So, if I were to look at Pensando, Which is really the topic about can they bring to the market the new edge in a way that will be a market leading force for a whole decade? Through a ecosystem of partners that will change business dramatically and perhaps become the next major tech icon. It's how well you do that. Their vision in terms of market transitions, and business transitions 100% right. We've talked about it, 5G, IOT, internet of things, going from 15 billion devices to 500 billion devices in probably seven years. And, with the movement to the edge the business models will also change. And this is where, democratization, the cloud, and people able to share that power, where every technology company becomes a business becomes a, every business company becomes a technology company. >> Right. >> The other thing I look at is, the team. This is a team of six people, myself being a part of it, that thinks like one. That is so unusual, If you're lucky, you get a CEO and maybe a founder, a co-founder. This team, you've got six people who've worked together for over 20 years who think alike. The customers, you heard the discussions today. >> Right. >> And we've not talked to a single cloud player, a single enterprise company, a single insurance provider, or major technology company who doesn't say "This is very unique, let's talk about "how we work together on it." The inflection point, it's now you saw that today. >> Nobody told them it's young mans game obviously, they got the twenty-something mixed up >> No, actually were redefining (laughs) twenty-something, (laughs) but it does say, age is more perspective on how you think. >> Right, right. >> And Shimone Peres, who, passed away unfortunately, two years ago, was a very good friend. He basically said "You've got all your life "to think like a teenager, "and to really think and dream out of box." And he did it remarkably well. So, I think leaders, whether their twenty-something, or twenty-some years of experience working you've got to think that way. >> Right. So I'm curious, your take on how this has evolved, because, there was data and there was compute. And networking brought those two thing together, and you were at the heart of that. >> Mm-hmm. Now, it's getting so much more complex with edge, to get your take on edge. But, also more importantly exponential growth. You've talked about going from, how ever many millions the devices that were connected, to the billions of devices that are connected now. How do you stay? How do you help yourself think along exponential curves? Because that is not easy, and it's not human. But you have to, if you're going to try to get ahead of that next wave. >> Completely agree. And this is not just for me, how do I do it? I'm sharing it more that other people can learn and think about it perhaps the same way. The first thing is, it's always good to think of the positive, You can change the world here, the positive things, But I've also seen the negatives we talked about earlier. If you don't think that way, if you don't think that way as a leader of your company, leader of your country, or the leader of a venture group you're going to get left behind. The implications for it are really bad. The second is, you've got to say how do you catch and get a replicable playbook? The neat thing about what were talking about, whether it's by country in France, or India or the U.S., we've got replicable playbooks we know what to run. The third element is, you've got to have the courage to get outside your comfort zone. And I love change when it happens to you, I don't like it when it happens to me And I know that, So, I've got to get people around me who push me outside my comfort zone on that. And then, you've got to be able to dream and think like that teenager we talked about before. But that's what we were just with a group of customers, who were at this event. And they were asking "How do we get "this innovation into our company?" "How do we get the ability to innovate, through not just strategic partnerships with other large companies or partnerships with startups?" But "How do we build that internally?" It's comes down to the leader has to create that image and that approach. Modi's done it for 1.3 billion people in India. A vision, of the future on GDP growth. A digital country, startups, etc. If they can do it for 1.3 billion, tell me why the U.S. can not do it? (laughs) And why even small states here, can't do it. >> Yeah. Shifting gears a little bit, >> All right. >> A lot of black eyes in Silicon Valley right now, a lot of negativity going on, a lot of problems with privacy and trading data for currency and, it's been a rough road. You're way into tech for good and as you said, you can use technology for good you can use technology for bad. What are some things you're doing on the tech for good side? Because I don't think it gets the spotlight that it probably should, because it doesn't sell papers. >> Well, actually the press has been pretty good we just need to do it more on scale. Going back to Cisco days, we never had any major issues with governments. Even though there was a Snowden issue, there were a lot of implications about the power of the internet. Because we work with governments and citizens to say "What are the legitimate needs so that everybody benefits from this?" And where the things that we might have considered doing that, governments felt strongly about or the citizens wouldn't prosper from we just didn't do it. And we work with democrats and republicans alike and 90% of our nation believed tech was for good. But we worked hard on that. And today, I think you got to have more companies doing this and then, what, were doing uniquely in JC2, is were literally partnering with France on tech is for good and I'm Macron's, global tech ambassador and we focus about job creation and inclusion. Not just in Paris, or around Station F but throughout all the various regions in the country. Same thing within India, across 26 different states with Modi on how do you drive it through? And then if we can do it in France or India why can't we do it in each state in the U.S.? Partnering with West Virginia, with a very creative, president of the university there West Virginia University. With the democrats and republicans in their national senate, but also within the governor and speaker of the house and the president and senate within West Virginia, and really saying were going to change it together. And getting a model that you can then cookie cut across the U.S. if you change the curriculum, to your earlier comments. If you begin to focus on outcomes, not being an expert in one area, which is liable not to have a job >> Right. >> Ten years later. So, I'm a dreamer within that, but I think you owe an obligation to giving back, and I think they're all within our grasps >> Right >> And I think you can do, the both together. I think at JC2 we can create a billion dollar company with less than 10 people. I think you can change the world and also make a very good profit. And I think technology companies have to get back to that, you got to create more jobs than you destroy. And you can't be destroying jobs, then telling other people how to live their lives and what their politics should be. >> Yeah. >> That just doesn't work in terms of the environment. >> Well John, again, thanks for your time. Give you the last word on >> Sure >> Account of what happened here today, I mean you're here, and Tony O'Neary was here or at the headquarters of Goldman. A flagship launch customer, for the people that weren't here today why should they be paying attention? >> Well, if we've got this market transition right, the technology and business model, the next transition will be everything goes to the edge. And as every company or every government, or every person has to be both good in their "Area of expertise." or their vertical their in, they've got to also be good in technology. What happened today was a leveling of the playing field as it relates to cloud. In terms of everyone should have choice, democratization there, but also in architecture that allows people to really change their business models, as everything moves to the edge where 75% of all transactions, all data will be had and it might even be higher than that. Secondly, you saw a historic first never has anybody ever emerged from stealth after only two and a half years of existing as a company, with this type of powerhouse behind them. And you saw the players where you have a customer, Goldman Sachs, in one of the most leading edge areas, of industry change which is obviously finance leading as the customer who's driven our direction from the very beginning. And a company like NetApp, that understood the implication on storage, from two and a half years ago and drove our direction from the very beginning. A company like HP Enterprise's, who understood this could go across their whole company in terms of the implications, and the unique opportunity to really change and focus on, how do they evolve their company to provide their customer experience in a very unique way? How do you really begin to think about Equinix in terms of how they changed entirely from a source matter prospective, what they have to do in terms of the direction and capabilities? And then Lightspeed, one of the most creative intra capital that really understands this transition saying "I want to be a part of this." Including being on the board and changing the world one more time. So, what happened today? If we're right, I think this was the beginning of a major inflection point as everything moves to the edge. And how ecosystem players, with Pensando at the heart of that ecosystem, can take on the giants but also really use this technology to give everybody choice, and how they really make a difference in the future. As well as, perhaps give back to society. >> Love it. Thank you John >> My pleasure, that was fun. >> Appreciate it. You're John, I'm Jeff you're watching theCUBE. Thanks for watching, we'll see you next time. (upbeat music)
SUMMARY :
Brought to you by Pensando Systems. and he's, happens to be chairman of the board of Pensando. focus on that and focus about the implications So, one of the things you led with earlier today and the implications for it. a little bit of more the same versus the and, the hardest one to disrupt are the companies of the government's role in jobs, specifically. that can leave the one and go to the other. And one of the disappointing things and to really say how are we going to generate jobs are such big drivers of innovation in the Bay area and it isn't just about the raw horse power of the kids, and some of the teachers and some of the books are what I the successful M&A that you did over a number of years, and ideally, the whole founding team the team. you saw that today. on how you think. "and to really think and dream out of box." and you were at the heart of that. how ever many millions the devices that were connected, But I've also seen the negatives we talked about earlier. Yeah. and as you said, you can use technology for good and the president and senate within West Virginia, but I think you owe an obligation to giving back, And I think technology companies have to get back to that, Give you the last word on or at the headquarters of Goldman. and drove our direction from the very beginning. Thank you John we'll see you next time.
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Soni Jiandani, Pensando Systems & Joshua Matheus, Goldman Sachs | Welcome to the New Edge 2019
>>From New York city. It's the cube covering. Welcome to the new edge brought to you by systems. >>Hey, welcome back everybody. Jeff, Rick here with the cube. We are in Manhattan at the top of Goldman Sachs. It is a great view if you ever get an opportunity to come up here, I think 43 floors over the Hudson you could see forever. But this is the cloud events. So the clouds are here and we're excited to be here is the Penn Penn Sandow launch in the name of the event is welcome to the new edge, which is a pretty interesting play. We hear a lot about edge but we haven't really heard of that company really focusing on the edge as their primary go to market activity and really thinking about the edge first. So we're excited to have the cofounder cube Olam and many time guests a Sony Gian Deni. She's the co founder and chief business officer. So many great to see you. Good to see you too. >>And our hosts here at Goldman Sachs is uh, Josh Matthews. He's a managing director of technology at Goldman. Josh. Great to see you. You too. And thank you and thanks for hosting us. Nice. A nice place to come to work every day. So great conversation today. Congratulations on the launch of the company over two years in stealth mode. Talk a little bit about that. What is it like to be in stealth mode for so long and you guys raised big money, you've got a big team, you're doing heavy duty technology. What's it been like to finally open up the curtains and tell everybody what you've been? >>It's clearly very interesting and exciting. Normally it's taken me nine months to deliver a baby this time it's been two and a half years of being instilled while we have been getting ready for this baby to come out. So it's phenomenally exciting that too to be sharing the stage with our customers and our investors and our strategic partners. >>Yeah, I thought it was pretty interesting that you're launching with customers and when you really told the story on stage of how early you engaged with Josh and his team, um, first I want to get your kinda your perspective. Why were you doing that so early and what did that ultimately do with some of the design decisions that you guys made? And then we'll come back to Josh as to, you know, his participation. >>So I think whenever you conduct technology transitions, having a sense from customers that have the ability to look out two to three years is very important because when you're capturing market transitions, doing it with customer inputs is far more relevant than going about it alone. Uh, the other key thing about this architectural shift is that it allows the flexibility for every customer to go take pieces of how they want to bring the cloud architectures and bring it into their environment. So understanding that use case and understanding the compelling reasons of what problems both technological and business can be solving and having that perspective into the product definition and the design and the influence that customers like Josh you've had is why we are sitting here and talking about them in production. Uh, as opposed to, yeah, we're thinking about where we are. We are looking at it from a proof of concept perspective. Right. >>And Josh, your, your perspective, you said earlier today that, you know, as long as a sign is involved, you're, you're, uh, you're happy to jump in and see what she's been working on. So how, >>you know, how did you get involved, how did they reach out to you and, and what is it like working on, you know, technology so early in its development that you get to actually have some serious influence? Well, it's an amazing opportunity, um, to get exactly what you want, um, exactly what you know is going to solve problems for the business here. Um, you know, and the other thing is, you know, we've worked with this team, uh, through almost every spinning. Uh, I think it was a little young for the, maybe the first one. Um, but, uh, otherwise this team has worked with them through at least 15 years or more. So we knew the track record for execution and then for us on this product, I mean, it was an opportunity because it's truly a startup. Um, you know, Sony and the team brought us in. >>Uh, we kind of just put out problems on the table that we were trying to solve and then, you know, they came up with the product and the idea and we were able to put together, you know, yeah, these are our priority one, two, three that we want to go for. And you know, we've just been developing alongside them. So both software and, you know, driving what the feature set is. Right. So what were some of those problems guys? Price seemed like forever ago when you started this conversation, but as you kind of looked forward a couple of years back that you could see that were coming, that you needed addressed. You know, it's funny, we started with kind of like, well we think containerization is going to be explosive and, and you know, really everything's on virtual machines or bare metal, mostly virtual machines. So one, you know, as containers come out, how do we track them, secure them, um, how do we even secure, uh, you know, the virtual machines and our environment cause they're, you know, over almost a quarter million of them. >>The idea of being able to put, um, network policy, that's I would say incorruptible, not actually on the server, but at, you know, that's why we use firewalls, right? So solving that security problem was number one. The other one was being able to have the telemetry to see what's happening, what's changing, um, and troubleshoot at, you know, at the network layer from every single server. Again, it's all about scale. Like things were just scaling and the throughput's going up, traditional methods of being able to see what's on your network. You can't look in the middle, it just can't keep up. It's just speeds and feeds. So being able to push those things to the edge. And then lastly, it really happened more, um, through the process here. But about a year and a half ago, um, we began segmenting our network the same way a 5g provider does with a technology called segment routing. >>And we just said, that's kind of our follow on technologies to, you know, put the network in the server and put this segment routing capability all the way out at the edge. So, you know, some things we foresaw and other things we've just developed. You know, it's been, it's been two and a half years. So, um, it's been a great partnership and you know, I think more, more features will come. Well Sony, you and the team, but it's been talked about all day long, have have a history of multiple times that you've kind of brought these big transformational technologies. Um, head what, what did you guys see a couple of years back and kind of this progression, you saw this opportunity >>to do something a little bit different than you've done in the past, which is actually go out, raise, raise around and uh, and do a real startup. What was the opportunity that you saw this? >>So we saw a number of challenges and opportunities. At the same time, we, we clearly saw that, uh, the cloud architectures that have been built by the leaders, like the incumbents like AWS today have a lot of the intelligence that is being pushed into their, their respective compute platforms. Uh, and we also noticed that at the same time, while that was what was needed to build the first generation of the cloud, the new age applications, and even as gardener has predicted that 75% of all enterprise data and applications will be processed at the edge by 2025. If that happens, then you need that intelligence at the edge. You need the ability to go do it where the action is, which is at the edge. And very consistently we found that the architectures, including scale out storage, we're also driving the need for this intelligence to be on in a scale-out manner. >>So if you're going to scale out computing, you need the services to be going hand in hand with that scale. Our computer architecture for the enterprises so they can simplify their architectures and bring the cloud models that have only existed in the cloud world, into their own data centers and their own private clouds. So there were these technology transitions we saw were coming down the pike. It's easier said now in 2019 it wasn't so simple in 2017 because we had to look at these multiple technology transitions. And surprisingly, when we call those things out, as we were shaping the company's strategy, getting validation of the use cases from customers like Josh was pivotally important because it was for the validating that this would be the direction that the enterprises and the cloud customers would be taking. So the reason you start with a vision, you start with looking at where the technology transitions are going to be occurring and getting the customers that are looking farther out validated plays a very important role so that you can go and focus on the biggest problems that you need to go and solve. Right, right. >>It just seems like the, the, the big problem, um, for most layman's is, is the old one, which, why networking exists in the first place, which is do you bring the data to the compute or do you bring the compute to the data? And now as you said, in kind of this hyper distributed world, um, that's not really a viable answer either one, right? Because the two are blended and have to be together so that you don't necessarily have to move one to the other or the other back the other direction. So, and then the second piece that you talked about over and over in your, in your presentation with security and you know, everybody talks about security all the time. Everybody gets hacked every day. Um, and there's this constant theme that security has to be baked in, you know, kind of throughout the process as opposed to kind of bolted on at the end. You guys took that approach from day, just speak >>it into the architecture. Yes. That was crucially important because when you are trying to address the needs of the enterprise, particularly in regulated markets like financial services, you want to be in a position where you have thought about it and baked it into the platform ground up. Uh, and so when we are building the program of a process, so we had the opportunity to go put the right elements on it. In order to make it tamper proof, we had to go think about encrypting all the traffic and communication between our policy manager and the distributed services platforms at the edge. We also then took it a step further to say, now if there were to be a bad actor that were to attack from an operating system vulnerability perspective, how do we ensure that we can contain that bad actor as opposed to being propagated over the infrastructure? So those elements are things you cannot bolt on at design time, or when you need to go put those into the design day one, right. Only on top of that foundation, then can you build a very secure set of services, whether it's encryption, whether it's distributed via services, so on and so forth. >>Uh, and Josh, I'm curious on your take as we've seen kind of software defined everything, uh, slowly take over as opposed to, you know, kind of single purpose machines or single purpose appliances, et cetera. Yep. Really a different opportunity for you to control. Um, but also to see a lot of talk today about, about policy management. A lot of talk about, um, observability and as you said now even segmentation of the networks, like you segment the nodes and you segment everything else. You know, how, how do you see this kind of software defined everything continuing to evolve and what does it enable you to do that you can't do with just a static device? I mean, the approach we took, um, we started like, you know, years ago, about six years ago was saying we can get computers, uh, deployed for our applications. No problem. Uh, and you know, at, at on demand and in our internal cloud, now we can do it as a hybrid cloud solution. >>One of the biggest problems we had in software defined was how do you put security policy, firewall policy, um, with that compute and in, you know, our industry, there's lots of segmentation for material nonpublic information. Um, compliance, you know, it could be internet facing, B2B facing. Uh, we do that today. We program various firewall vendors automatically. Uh, we allow our application developers to create, um, these policies and push them through as code and then program the firewall. What we were really looking to do here is distribute that. So we F day one in getting pen Sandow into production was to use our uh, our firewall system. It's called pinnacle. We, um, we programmed from pinnacle directly into the Penn Songdo Venice manager via API and then it, you know, uses its inventory systems to push those things out. So for us, software defined has been around, I like to call it the store front, but for the developer it's network policy, it's load balancing. >>Um, and, and that's really what they see. Those are the big products on the net. Everything else is just packet forwarding to them. So we wanted with pen Sandow at least starting with security to have that bar set day one and then get, you know, all the benefits of scale, throughput and having the policies close to the, on the edge. You know, we're back to talking about the edge. We want to right there with the, with the deployment, with the workload or the application. And that's, that's what we're doing right off the bat. Yeah. What are the things you mentioned in your talk was w is, you know, kind of in the theme of atomic computing, right? You want to get smaller and smaller units so that you can apply and redeploy based on wherever the workload is and in the change. And you said you've now been able to, you know, basically take things out of dedicated, you know, kind of a dedicated space, dedicated line and dedicated job so that you can now put them in a more virtualized situation. >>Exactly. Grab more resources as you need them. Well, you'd think the architecture, I mean even just theater of the mind is just, you're saying, I'm going to put this specific thing that I have to secure behind these firewalls. So it's one cabinet of computers or a hundred it's still behind a set of firewalls. It's a very North, South, you know, get in and get out here. You're talking about having that same level of security and I think that's novel, right? There hasn't been, if you look at virtual firewalls or you know, IP tables on Linux, I mean it's corruptible. It's, it's, it can be attacked on the computer. And once it's, you know, once you've been attacked in that, that that attack vector has been, you know, hit your, your compromised. This is a separate management plane. Um, you know, separate control plane. The server doesn't see it. >>That security is provided. It's at scale, it's East, West. The more computers that have the pen Sandow, you know, architecture inside of them, the, you know, the wider you can go, right. And then the North South goes away. I'm just curious to get your perspective. Um, as you know, everyone is a technology company. At the same time, technology budgets are going down, people are hard to hire. Uh, your data is growing exponentially and everything's a security threat. Yes. So as you get up in the morning, get ready to drive to work and you're drinking your coffee, I mean, how do you, you know, kind of communicate to make sure to senior management knows kind of what your objectives are in this, this kind of ongoing challenge to do more with less. And it, even though it's an increasingly strategic place or is it actually is what the company does now, it just happens to wrap it around your plane services or financial services or travel or whatever. >>Uh, I think your eye, and I had said it to John before, um, it has to come from that budget has to come from somewhere. So I think a combination of, of one that's less, well, I'll say the one that's easier to quantify is you're going to take budget from say appliance manufacturer and move it to a distributed edge and you're going to hopefully save some money while you do it. Um, you're going to do it at scale. You're gonna do it at, you know, high throughput and the security is the same or better. So that's, that's one, that's one place to take capital from. The other one is to say, can I use the next computer? Yes. Because I don't have to deploy these other new computers behind this stack of firewalls. Is there agility there? Is there efficiency, um, on my buying less servers and using, you know, more of what I have and doing it, you know, able to deploy faster. >>And it's harder to quantify. I think if you could, you know, over time, see I bought 20% less server, uh, capacity or, you know, x86 capacity, that's a savings. And the other one that's very hard to quantify, but it's always nice to have the development community. And we've had it recently where they say, Hey, this took me a month to deploy instead of a year. Um, and you know, the purchase cycles, uh, you know, for procurement and deployment, they're long, you know, in enterprise you want them to be quick, but they're really not. So all of those things add up. And that's the story. You know, I would tell, you know, any manager, right? Yeah, >>yeah. I think, you know, the old historic way that utilization rates were just so, so, so, so low between CPU and memory, everything else. Cause if nothing else, because to get another box, you know, could take a long time. Yeah. Well, final, final question for you, Tony. You talked about architectures and being locked into architectures and you and you talked about you guys are already looking forward, you know, to kind of your next rev, your next release, kind of your next step forwards. What, where do you see kind of the direction, don't give away any secrets, but um, you know, kind of where you guys going. What are your priorities now that you've launched? You got a little bit more money in the bank. >>Well, our biggest priorities will be to focus on customer success is to make sure that the customer journey is indeed replicable at scale, is to enable the partner's success. Uh, so in addition to Goldman Sachs, the ability to go and replicate it across the federated markets, whether it's global financial services, healthcare, federal, and partnering with each B enterprise so that they can on their platform, amplify the value of this architecture, not just on the compute platforms but on, in other areas. And the third one clearly is for our cloud customers is to make sure that they are in a position to build a world class cloud architecture on top of which then they can build their own, deliver their own services, their own secret sauces, uh, so that they can Excel at whatever that cloud is. Whether it's to become the leading edge platform as a service customer, whether it is to be the leading edge of software's a service platform customer. So it's all about the execution as a, as you heard in that room. And that's fundamentally what we're going to strive to be, is to be a great execution machine and keep our heads down and focused on making our customers and our partners very successful. >>Well, certainly, congratulations again to you and the team on the launch today. And Josh, thank you for hosting this terrific event and being an early customer. Yeah. Yeah. Happy to be. Alright. I'm Jetta. Sone. Josh, we're the topic. Goldman Sachs at the Penn Sandow the new welcome to the new edge. Thanks for watching. We'll see you next time.
SUMMARY :
brought to you by systems. Good to see you too. And thank you and thanks for hosting us. So it's phenomenally exciting that too to be sharing the stage with our customers And then we'll come back to Josh as to, you know, his participation. So I think whenever you conduct technology transitions, having a sense from customers that And Josh, your, your perspective, you said earlier today that, you know, as long as a sign is involved, you know, and the other thing is, you know, we've worked with this team, uh, through almost every spinning. is going to be explosive and, and you know, really everything's on virtual machines or bare metal, not actually on the server, but at, you know, that's why we use firewalls, right? And we just said, that's kind of our follow on technologies to, you know, put the network in the server What was the opportunity that you saw this? If that happens, then you need that intelligence at the edge. and focus on the biggest problems that you need to go and solve. Um, and there's this constant theme that security has to be baked in, you know, kind of throughout the process as So those elements are things you I mean, the approach we took, um, we started like, you know, One of the biggest problems we had in software defined was how do you put security policy, you know, kind of a dedicated space, dedicated line and dedicated job so that you can now put It's a very North, South, you know, get in and get out here. the pen Sandow, you know, architecture inside of them, the, you know, the wider you can go, more of what I have and doing it, you know, able to deploy faster. Um, and you know, the purchase cycles, uh, you know, for procurement and deployment, because to get another box, you know, could take a long time. as you heard in that room. Well, certainly, congratulations again to you and the team on the launch today.
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Antonio Neri, HPE & John Chambers, Pensando Systems | Welcome to the New Edge
>> From New York City, it's theCUBE, covering Welcome to the New Edge. Brought to you by Pensando Systems. >> Hey, welcome back everybody, Jeff Frick here with theCUBE. We're on top of Goldman Sachs in downtown Manhattan. It was a really beautiful day a couple of hours ago, but the rain is moving in, but it's appropriate 'cause we're talking about cloud. And we're here for a very special event. It's the Pensando launch, I'll get the pronunciation right, Pensando launch, and it's really about Welcome to the New Edge. And to start off, I mean, I couldn't come up with two better tech executives who've been around the block, seen it all, and they're both here for this launch event which is pretty special. On my left, Antonio Neri, CEO and president of HP. Antonio, great to see you. >> Thanks for having me. >> And John Chambers, of course we know him from his many years at Cisco, but now he's the chairman of Pensando, and of course J2 Ventures, and an author, and John, you're keeping yourself busy. >> I am, tryin' to change the world one more time. >> All right, so let's talk about that changing the world, 'cause you are two very high, powerful people. You run big companies, and you talked about, in your opening remarks, the next wave. You talked about these kind of 10-year waves. And we're starting a new one, which is why you got involved. Why did you see that coming, what do you see in Pensando, and how are we going to address this opportunity? >> Well, when you think about it, every 10 years there's a new leader in the marketplace, and nobody has stayed on top longer than 10 years and has led in the next market transition. We think about mainframes, IBM clearly the leader there, the mini computers, I'm biased toward Wang, but DEC was there. Then the client server and obviously Microsoft and Intel playing a very key role, followed by the internet where Cisco was very, very successful. And then followed, literally by that, by social media and then the cloud and then what I think will be bigger than any of the prior ones, it's about what happens as the cloud moves to the edge. And we may end up having a different term every time, but that really is what we saw today. And how we came together with a common vision as the cloud moves to the edge, what could an ecosystem of partners do, with a foundation, with Pensando at the core of that, to really take advantage from how do you deliver services to our joint customers in a way that no one else can. And have the courage, really, to go challenge Amazon in terms of their market dominance, but provide choice and say it's a multi cloud world. How do you provide that choice and then how do you differentiate it together with each partner? >> Antonio, you guys have been talking about edge for a long, long time. You've been on this for a while. HP's such a great company. Used to be, I think, one of the great validators if anyone could do a deal with HP. It was really a technology validation and a business validation, and I think that still holds true. So you must have, knocking on your door all day long. What did you see in this opportunity with Pensando? >> Well, first of all, John and I see the world from the same lens. We see a world where the enterprise of the future will be essentially cloud enabled and data-driven. And therefore we have to remove these barriers, call it the cloud in one place or the other one. We are going to live what are calling a edge-to-cloud world where, is a cloudless. Where the cloud experience is distributed everywhere. And where action happens is where we live and work right now, right here. We're having a conversation, we're producing data, and we are transmitting this real time. So, the point is, we believe the edge is a new frontier and that's where the vast majority is being created, 75%. of it created the edge. And this is where it starts by having a common vision and ultimately a same DNA, same culture. John and I share the same values for passion for customers, passion for driving a customer-driven innovation, and ultimately change the world like we have done for decades. And I think Hewlett-Packard Enterprise is uniquely positioned to be the edge-to-cloud platform delivered as a service. And together with Pensando and the great technology I bring about from the silicon side and on the softer side, together with our own knowhow and engineering capabilities, we can change the world again. >> And the fun part is, we can almost finish each other's sentences. (all laughing) We have a little bit different accent. The stability to have a common vision, having never really talked about it, and then a view of the common culture. Because strategic partnerships are really hard. And you said it on stage, but I cannot agree with it more. If you're cultures aren't similar, if you don't think how does your partner win first and how do you win second, this is very hard to do. And we can finish each other's sentences. >> And I think there is another point here that John and I truly believe, because it's part of our values. It's to use technology for good. So, one thing is accelerating the business innovation and what our enterprise customers are going through, but then how apply that technology to deliver some good. And we as a company have a clear purpose in life, which is to advance the way people live and work. So, I think as we go through this massive inflection point, both from the business side and the technology side, not only we can create a better world, but also give back somewhat to the communities as well. >> There are massive changes, and it's a sea-change in infrastructure in the way things are done, but you hit on three really key, simple words in your remarks earlier. Trust, engineering-driven, which is HP's culture from the earliest garage days, and customer-centric. So, we hear about data-driven but in engineering, you don't necessarily want to lead with that. Customer-centric you do have to lead and it's pretty interesting at Pensando, you talk to all these customers, and you're just launching the company today, you've been in stealth for over two years. But all these customers have been engaged with you since the very, very beginning. Pretty interesting approach. >> It is, and we do share a common passion on that. Every company says they're customer-driven, but just ask how the CEO spends his or her time. I just asked their customers, do they replace them first on every issue? We share that common value completely. >> Yeah, I spend 50% of my time on the road talking to customers. That's my goal, because I believe the truth is in the cold face. When you talk to customers, you get the truth, what the challenges and opportunities are. And we need to bring that succinct feedback back into our problem management engineering team to try to solve there's a problem. So take advantage of those opportunities by delivering a better experience. It starts with experience first and technology comes second. >> The other piece you talked about is your team, and diversity and really the power of diversity. And, I think it was, the Lincoln cabinet, band of people that didn't get along with each other and had a bunch of different points of view. But because of that, it surfaces issues and it lets you see multi sides. You said you handpicked that team. What are some of the things you thought about when you handpicked your team when you took the reins a couple years ago from the-- >> Well, it starts by, thought leadership and what, how they see the world, ultimately what the strengths are and how we bring those strengths for the power of one. I agree with John, I believe a team comes first, individual comes second. And if you can bring the best of each individual in a concerted way where you create an environment for debate and ultimately for getting alignment and moving forward with execution. That's what that is all about, leadership. So, I handpicked those people because each of them had that unique quality. Whether it's, you know, being very self-centric in the way you deliver the value proposition or very technology-centric, or very services oriented. So, we have picked those people for a reason and it's not easy to manage a very opinionated team. (all laughing) But once you can get them aligned, is actually incredible fun to watch. >> You know, I would make one tweak to what you just asked the question on. I had a chance to watch his team for the first time in our garage startup at my house. And they are very diverse with different opinions, they are very comfortable with disagreeing with each other. But they have a common set of values and a common end goal. I'm not sure the Lincoln cabinet had that. And that's so important to realize, because what we're about to do together and what each of us are trying to do in our own endeavors, it's so important to have a team that has that type of culture and the ability to move for that. >> The other team that mentioned, that kept coming up throughout the day, was the team that you're working with on Pensando. And how this team has been together for, I think you said the new 20, right? 25 plus years, and have built multiple projects, multiple products over many, many years. And now have this cohesion as you keep saying, they can finish their own sentences. You know, a really specific approach to get this group together that you know is not going to be strategy, it's going to be delivery. >> It is going to be the combination, if I may. And it is very unique that a team works together for over 25 years. It's a team that is a family and we are about as diverse as it gets in our backgrounds, our accents, our countries that our families came from. But it's a team that competes purely on getting market transitions right, that is always driven by our customers and what we need to do and build and put 'em always first in everything we do. And then it's fearless. We outline audacious goals at being number one in everything we do, and out of the eight products that we built together, we are number one in all eight. All of 'em with over 50% market share, and there was no number two. And so the ability to execute with that type of precision, customer-driven and the courage to do it and understand what we know and what we don't know. Coming together one more time, I mean it's really exciting, it will be a new definition of 20 somethings in a startup. >> So, getting you the last word Antonio, as you looked at John's chart with those 10-year blocks and the garage has been around Palo Alto for a long time. >> 82 years. >> You guys have seen a lot, 82 years, you've been through a few of these and you're still here and still doing a great job and still winning. So, as you look at that from your current position as CEO, what goes through your head? How are you making sure you're keeping ahead? How are you avoiding the Clayton Christensen Innovator's Dilemma, to make sure you're killing your own business before somebody else kills kind of the old stuff and making sure you're out in front. >> When I became a CEO, in the transition from Meg to me, I established three key priorities for myself. One is our customers and partners. Keep them at the center of everything we do. That's one of our core values. Second is innovation, innovation, innovation. Innovation from a customer-driven approach. And third is the culture of the company. And what a great example here with John, you know, leading an iconic company for decades. And so to me, I have been working very aggressive on the three of those aspects. And I'm very pleased with the progress we have made. But, now is about writing the next chapter of this company. And in order to write that next chapter company, you need to have a strong alignment at the top, all the way down, what I call ropes to the ground. So, fun enough, John is going to be in my event here in a couple of weeks. We'll bring the leadership team, the top 400 leaders, talking about how to disrupt yourself and how you pay for the company into the future. And the future, as I said, is we see an enterprise that's edge-centric, cloud-enabled, and data-driven, delivered as a service. So we are going to be the, as a service company with an edge-to-cloud platform that accelerates business from the data. And the combination of Pensando technologies and engineering capabilities, with our vision and our own intellectual property, we think we can deliver those unique experience for the customers in a more agile, cost-effective way and democratize the cloud, as John say, for the world. So, I'm incredibly excited about doing this. And who thought that John Chambers and Antonio Neri would be here, you know. And the reality is it takes leadership, so I value leadership, I value trust, and this partnership is built on trust. And we both have the same values. >> I appreciate you taking the time. I mean, we're going to talk about the products a little bit later. We've got some of the deeper product people. But, you know, I think the leadership thing is so important and I think it's harder. I think it's hard to be a great leader, it's hard to lead through transitions, and the pace of change is only accelerating, so the challenge is only going to increase. But I think communication and trust is such a big piece. I saw Dave Pottruck speak many, many times and he's very, very good. And I asked him, 'cuz we had a thing at school. I said, "Dave, why are you so good?" And he said, "Very simple. "As a CEO, my job is to communicate. "I have three constituents. "I have my customers, I have the street, "and I have my employees. "And so I treat it as a skill, I practice, I got a coach, "and I treat it like any other skill." And it's so hard and so important to provide that leadership, provide that direction, so everybody can pull the rope in the same direction. Nothing but the best to both of you and thanks for taking a few minutes. >> Thank you. >> It was a lot of fun. >> All right. >> It's a pleasure. >> Thank you. >> He's Antonio, he's John, I'm Jeff. You're watching theCUBE, from the top of Goldman Sachs in Manhattan. Thanks for watching, we'll see you next time. (upbeat music)
SUMMARY :
Brought to you by Pensando Systems. and it's really about Welcome to the New Edge. but now he's the chairman of Pensando, And we're starting a new one, which is why you got involved. And have the courage, really, to go challenge So you must have, knocking on your door all day long. John and I share the same values for passion And the fun part is, we can almost and the technology side, not only we can But all these customers have been engaged with you but just ask how the CEO spends his or her time. on the road talking to customers. What are some of the things you thought about in the way you deliver the value proposition and the ability to move for that. And now have this cohesion as you keep saying, And so the ability to execute with that type of precision, and the garage has been around Palo Alto for a long time. So, as you look at that from your current position as CEO, And the future, as I said, is we see an enterprise Nothing but the best to both of you Thanks for watching, we'll see you next time.
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*****NEEDS TO STAY UNLISTED FOR REVIEW***** Ricky Cooper & Joseph George | VMware Explore 2022
(light corporate music) >> Welcome back, everyone, to VMware Explore 22. I'm John Furrier, host of theCUBE with Dave Vellante. Our 12th year covering VMware's User Conference, formerly known as VMworld, now rebranded as VMware Explore. Two great cube alumnus coming down the cube. Ricky Cooper, SVP, Worldwide Partner Commercials VMware, great to see you. Thanks for coming on. >> Thank you. >> We just had a great chat- >> Good to see you again. >> With the Discovery and, of course, Joseph George, vice president of Compute Industry Alliances. Great to have you on. Great to see you. >> Great to see you, John. >> So guys this year is very curious in VMware. A lot goin' on, the name change, the event. Big, big move. Bold move. And then they changed the name of the event. Then Broadcom buys them. A lot of speculation, but at the end of the day, this conference kind of, people were wondering what would be the barometer of the event. We're reporting this morning on the keynote analysis. Very good mojo in the keynote. Very transparent about the Broadcom relationship. The expo floor last night was buzzing. >> Mhm. >> I mean, this is not a show that's lookin' like it's going to be, ya' know, going down. >> Yeah. >> This is clearly a wave. We're calling it Super Cloud. Multi-Cloud's their theme. Clearly the cloud's happenin'. We not to date ourselves, but 2013 we were discussing on theCUBE- >> We talked about that. Yeah. Yeah. >> Discover about DevOps infrastructure as code- >> Mhm. >> We're full realization now of that. >> Yep. >> This is where we're at. You guys had a great partnership with VMware and HPE. Talk about where you guys see this coming together because customers are refactoring. They are lookin' at Cloud Native. The whole Broadcom visibility to the VMware customer bases activated them. They're here and they're leaning in. >> Yeah. >> What's going on? >> Yeah. Absolutely. We're seeing a renewed interest now as customers are looking at their entire infrastructure, bottoms up, all the way up the stack, and the notion of a hybrid cloud, where you've got some visibility and control of your data and your infrastructure and your applications, customers want to live in that sort of a cloud environment and so we're seeing a renewed interest. A lot of conversations we're having with customers now, a lot of customers committing to that model where they have applications and workloads running at the Edge, in their data center, and in the public cloud in a lot of cases, but having that mobility, having that control, being able to have security in their own, you know, in their control. There's a lot that you can do there and, obviously, partnering with VMware. We've been partners for so long. >> 20 years about. Yeah. Yeah. >> Yeah. At least 20 years, back when they invented stuff, they were inventing way- >> Yeah. Yeah. Yeah. >> VMware's got a very technical culture, but Ricky, I got to say that, you know, we commented earlier when Raghu was on, the CEO, now CEO, I mean, legendary product. I sent the trajectory to VMware. Everyone knows that. VMware, I can't know whether to tell it was VMware or HP, HP before HPE, coined hybrid- >> Yeah. >> 'Cause you guys were both on. I can't recall, Dave, which company coined it first, but it was either one of you guys. Nobody else was there. >> It was the partnership. >> Yes. I- (cross talking) >> They had a big thing with Pat Gelsinger. Dave, remember when he said, you know, he got in my grill on theCUBE live? But now you see- >> But if you focus on that Multi-Cloud aspect, right? So you've got a situation where our customers are looking at Multi-Cloud and they're looking at it not just as a flash in the pan. This is here for five years, 10 years, 20 years. Okay. So what does that mean then to our partners and to our distributors? You're seeing a whole seed change. You're seeing partners now looking at this. So, look at the OEMs, you know, the ones that have historically been vSphere customers are now saying, they're coming in droves saying, okay, what is the next step? Well, how can I be a Multi-Cloud partner with you? >> Yep. Right. >> How can I look at other aspects that we're driving here together? So, you know, GreenLake is a great example. We keep going back to GreenLake and we are partaking in GreenLake at the moment. The real big thing for us is going to be, right, let's make sure that we've got the agreements in place that support this SaaS and subscription motion going forward and then the sky's the limit for us. >> You're pluggin' that right into GreenLake, right? >> Well, here's why. Here's why. So customers are loving the fact that they can go to a public cloud and they can get an SLA. They come to a, you know, an On-Premise. You've got the hardware, you've got the software, you've got the, you know, the guys on board to maintain this through its life cycle. >> Right. I mean, this is complicated stuff. >> Yeah. >> Now we've got a situation where you can say, hey, we can get an SLA On-Premise. >> Yeah. And I think what you're seeing is it's very analogous to having a financial advisor just manage your portfolio. You're taking care of just submitting money. That's really a lot of what the customers have done with the public cloud, but now, a lot of these customers are getting savvy and they have been working with VMware Technologies and HPE for so long. They've got expertise. They know how they want their workloads architected. Now, we've given them a model where they can leverage the Cloud platform to be able to do this, whether it's On-Premise, The Edge, or in the public cloud, leveraging HPE GreenLake and VMware. >> Is it predominantly or exclusively a managed service or do you find some customers saying, hey, we want to manage ourself? How, what are you seeing is the mix there? >> It is not predominantly managed services right now. We're actually, as we are growing, last time we talked to HPE Discover we talked about a whole bunch of new services that we've added to our catalog. It's growing by leaps and bounds. A lot of folks are definitely interested in the pay as you go, obviously, the financial model, but are now getting exposed to all the other management that can happen. There are managed services capabilities, but actually running it as a service with your systems On-Prem is a phenomenal idea for all these customers and they're opening their eyes to some new ways to service their customers better. >> And another phenomenon we're seeing there is where partners, such as HPA, using other partners for various areas of their services implementation as well. So that's another phenomenon, you know? You're seeing the resale motion now going into a lot more of the services motion. >> It's interesting too, you know, I mean, the digital modernization that's goin' on. The transformation, whatever you want to call it, is complicated. >> Yeah. >> That's clear. One of the things I liked about the keynote today was the concept of cloud chaos. >> Yeah. >> Because we've been saying, you know, quoting Andy Grove at Intel, "Let chaos rain and rain in the chaos." >> Mhm. >> And when you have inflection points, complexity, which is the chaos, needs to be solved and whoever solves it kicks the inflection point, that's up into the right. So- >> Prime idea right here. Yeah. >> So GreenLake is- >> Well, also look at the distribution model and how that's changed. A couple of points on a deal. Now they're saying, "I'll be your aggregator. I'll take the strain and I'll give you scale." You know? "I'll give you VMware Scale for all, you know, for all of the various different partners, et cetera." >> Yeah. So let's break this down because this is, I think, a key point. So complexity is good, but the old model in the Enterprise market was- >> Sure. >> You solve complexity with more complexity. >> Yeah. >> And everybody wins. Oh, yeah! We're locked in! That's not what the market wants. They want some self-service. They want, as a service, they want easy. Developer first security data ops, DevOps, is already in the cycle, so they're going to want simpler. >> Yeah. >> Easier. Faster. >> And this is kind of why I'll say, for the big announcement today here at VMware Explore, around the VMware vSphere Distributed Services Engine, Project Monterey- >> Yeah. >> That we've talked about for so long, HPE and VMware and AMD, with the Pensando DPU, actually work together to engineer a solution for exactly that. The capabilities are fairly straightforward in terms of the technologies, but actually doing the work to do integration, joint engineering, make sure that this is simple and easy and able to be running HPE GreenLake, that's- >> That's invested in Pensando, right? >> We are. >> We're all investors. Yeah. >> What's the benefit of that? What's, that's a great point you made. What's the value to the customer, bottom line? That deep co-engineering, co-partnering, what does it deliver that others don't do? >> Yeah. Well, I think one example would be, you know, a lot of vendors can say we support it. >> Yep. >> That's great. That's actually a really good move, supporting it. It can be resold. That's another great move. I'm not mechanically inclined to where I would go build my own car. I'll go to a dealership and actually buy one that I can press the button and I can start it and I can do what I need to do with my car and that's really what this does is the engineering work that's gone on between our two companies and AMD Pensando, as well as the business work to make that simple and easy, that transaction to work, and then to be able to make it available as a service, is really what made, it's, that's why it's such a winner winner with our- >> But it's also a lower cost out of the box. >> Yep. >> Right. >> So you get in whatever. Let's call it 20%. Okay? But there's, it's nuanced because you're also on a new technology curve- >> Right. >> And you're able to absorb modern apps, like, you know, we use that term as a bromide, but when I say modern apps, I mean data-rich apps, you know, things that are more AI-driven not the conventional, not that people aren't doing, you know, SAP and CRM, they are, but there's a whole slew of new apps that are coming in that, you know, traditional architectures aren't well-suited to handle from a price performance standpoint. This changes that doesn't it? >> Well, you think also of, you know, going to the next stage, which is to go to market between the two organizations that before. At the moment, you know, HPE's running off doing various different things. We were running off to it again, it's that chaos that you're talking about. In cloud chaos, you got to go to market chaos. >> Yeah. >> But by simplifying four or five things, what are we going to do really well together? How do we embed those in GreenLake- >> Mhm. >> And be known in the marketplace for these solutions? Then you get a, you know, an organization that's really behind the go to market. You can help with sales activation the enablement, you know, and then we benefit from the scale of HPE. >> Yeah. >> What are those solutions I mean? Is it just, is it I.S.? Is it, you know, compute storage? >> Yeah. >> Is it, you know, specific, you know, SAP? Is it VDI? What are you seeing out there? >> So right now, for this specific technology, we're educating our customers on what that could be and, at its core, this solution allows customers to take services that normally and traditionally run on the compute system and run on a DPU now with Project Monterey, and this is now allowing customers to think about, okay, where are their use cases. So I'm, rather than going and, say, use it for this, we're allowing our customers to explore and say, okay, here's where it makes sense. Where do I have workloads that are using a lot of compute cycles on services at the compute level that could be somewhere else like networking as a great example, right? And allowing more of those compute cycles to be available. So where there are performance requirements for an application, where there is timely response that's needed for, you know, for results to be able to take action on, to be able to get insight from data really quick, those are places where we're starting to see those services moving onto something like a DPU and that's where this makes a whole lot more sense. >> Okay. So, to get this right, you got the hybrid cloud, right? >> [Ricky And Joseph] Yes. >> You got GreenLake and you got the distributed engine. What's that called the- >> For, it's HPE ProLiant- >> ProLiant with- >> The VMware- >> With vSphere. >> That's the compute- >> Distributed. >> Okay. So does the customer, how do you guys implement that with the customer? All three at the same time or they mix and match? What's that? How does that work? >> All three of those components. Yeah. So the beauty of the HP ProLiant with VMware vSphere-distributed services engine- >> Mhm. >> Also known as Project Monterey for those that are keeping notes at home- >> Mhm. >> It's, again, already pre-engineered. So we've already worked through all the mechanics of how you would have to do this. So it's not something you have to go figure out how you build, get deployment, you know, work through those details. That's already done. It is available through HPE GreenLake. So you can go and actually get it as a service in partnership with our customer, our friends here at VMware, and because, if you're familiar and comfortable with all the things that HP ProLiant has done from a security perspective, from a reliability perspective, trusted supply chain, all those sorts of things, you're getting all of that with this particular (indistinct). >> Sumit Dhawan had a great quote on theCUBE just an hour or so ago. He said you have to be early to be first. >> Yeah. (laughing) >> I love that quote. Okay. So you were- >> I fought the urge. >> You were first. You were probably a little early, but do you have a lead? I know you're going to say yes, okay. Let's just- >> Okay. >> Let's just assume that. >> Okay. Yeah. >> Relative to the competition, how do you know? How do you determine that? >> If we have a lead or not? >> Yeah. If you lead. If you're the best. >> We go to the source of the truth which is our customers. >> And what do they tell you? What do you look at and say, okay, now, I mean, when you have that honest conversation and say, okay, we are, we're first, we're early. We're keeping our lead. What are the things that you- >> I'll say it this way. I'll say it this way. We've been in a lot of businesses where there, where we do compete head-to-head in a lot of places. >> Mhm. >> And we know how that sales process normally works. We're seeing a different motion from our customers. When we talk about HPE GreenLake, there's not a lot of back and forth on, okay, well, let me go shop around. It is HP Green. Let's talk about how we actually build this solution. >> And I can tell you, from a VMware perspective, our customers are asking us for this the other way around. So that's a great sign is that, hey, we need to see this partnership come together in GreenLake. >> Yeah. >> It's the old adage that Amazon used to coin and Andy Jassy, you know, they do the undifferentiated heavy lifting. >> [Ricky And Joseph] Yeah. >> A lot of that's now Cloud operations. >> Mhm. >> Underneath it is infrastructure's code to the developer. >> That's right. >> That's at scale. >> That's right. >> And so you got a lot of heavy lifting being done with GreenLake- >> Right. >> Which is why there's no objections probably. >> Right. >> What's the choice? What are you going to shop? >> Yeah. >> There's nothing to shop around. >> Yeah, exactly. And then we've got, you know, that is really icing on the cake that we've, you know, that we've been building for quite some time and there is an understanding in the market that what we do with our infrastructure is hardened from a reliability and quality perspective. Like, times are tough right now. Supply chain issues, all that stuff. We've talked, all talked about it, but at HPE, we don't skimp on quality. We're going to spend the dollars and time on making sure we got reliability and security built in. It's really important to us. >> We had a great use case. The storage team, they were provisioning with containers. >> Yes. >> Storage is a service instantly we're seeing with you guys with VMware. Your customers' bringing in a lot of that into the mix as well. I got to ask 'cause every event we talk about AI and machine learning- >> Mhm. >> Automation and DevOps are now infiltrating in with the CICD pipeline. Security and data become a big conversation. >> [Ricky And Joseph] Agreed. >> Okay. So how do you guys look at that? Okay. You sold me on Green. Like, I've been a big fan from day one. Now, it's got maturity on it. I know it's going to get a lot more headroom to do. There's still a lot of work to do, but directionally it's pretty accurate, you know? It's going to be a success. There's still concern about security, the data layer. That's agnostic of environment, private cloud, hybrid, public, and Edge. So that's important and security- >> Great. >> Has got a huge service area. >> Yeah. >> These are on working progress. >> Yeah. Yeah. >> How do you guys view those? >> I think you've just hit the net on the head. I mean, I was in the press and journalist meetings yesterday and our answer was exactly the same. There is still so much work that can be done here and, you know, I don't think anybody is really emerging as a true leader. It's just a continuation of, you know, tryin' to get that right because it is what is the most important thing to our customers. >> Right. >> And the industry is really sort of catching up to that. >> And, you know, when you start talking about privacy and when you, it's not just about company information. It's about individuals' information. It's about, you know, information that, if exposed, actually could have real impact on people. >> Mhm. >> So it's more than just an I.T. problem. It is actually, and from HPE's perspective, security starts from when we're picking our suppliers for our components. Like, there are processes that we put into our entire trusted supply chain from the factory on the way up. I liken it to my golf swing. My golf swing. I slice right like you wouldn't believe. (John laughing) But when I go to the golf pros, they start me back at the mechanics, the foundational pieces. Here's where the problems are and start workin' on that. So my view is, our view is, if your infrastructure is not secure, you're goin' to have troubles with security as you go further up. >> Stay in the sandbox. >> Yeah. >> Yeah. So to speak, you know, they're driving range on the golf analogy there. I love that. Talk about supply chain security real quick because you mentioned supply chain on the hardware side. You're seeing a lot of open source and supply chain in software, trusted software. >> Yep. >> How does GreenLake look at that? How do you guys view that piece of it? That's an important part. >> Yeah. Security is one of the key pillars that we're actually driving as a company right now. As I said, it's important to our customers as they're making purchasing decisions and we're looking at it from the infrastructure all the way up to the actual service itself and that's the beauty of having something like HPE GreenLake. We don't have to pick, is the infrastructure or the middle where, or the top of stack application- >> It's (indistinct), right? >> It's all of it. >> Yeah. >> It's all of it. That matters. >> Quick question on the ecosystem posture. So- >> Sure. >> I remember when HP was, you know, one company and then the GSIs were a little weird with HP because of EDS, you know? You had data protector so we weren't really chatting up Veeam at the time, right? And as soon as the split happened, ecosystem exploded. Now you have a situation where you, Broadcom, is acquiring VMware. You guys, big Broadcom customer. Has your attitude changed or has it not because, oh, we meet with the customers already. Well, you've always said that, but have you have leaned in more? I mean, culturally, is HPE now saying, hmm, now we have some real opportunities to partner in new ways that we don't have to sleep with one eye open, maybe. (John laughing) >> So first of all, VMware and HPE, we've got a variety of different partners. We always have. >> Mhm. >> Well before any Broadcom announcement came along. >> Yeah, sure. >> We've been working with a variety of partners. >> And that hasn't changed. >> And that hasn't changed. And, if your question is, has our posture toward VMware changed at all, the answer's absolutely not. We believe in what VMware is doing. We believe in what our customers are doing with VMware and we're going to continue to work with VMware and partner with the (indistinct). >> And of course, you know, we had to spin out ourselves in November of last year, which I worked on, you know, the whole Dell thing. >> Yeah. We still had the same chairman. >> Yeah. There- (Dave chuckling) >> Yeah, but since then, I think what's really become very apparent and not, it's not just with HPE, but with many of our partners, many of the OEM partners, the opportunity in front of us is vast and we need to rely on each other to help us as, you know, solve the customer problems that are out there. So there's a willingness to overlook some things that, in the past, may have been, you know, barriers. >> But it's important to note also that it's not that we have not had history- >> Yeah. >> Right? Over, we've got over 200,000 customers join- >> Hundreds of millions of dollars of business- >> 100,000, over 10,000, or 100,000 channel partners that we all have in common. >> Yeah. Yeah. >> Yep. >> There's numerous- >> And independent of the whole Broadcom overhang there. >> Yeah. >> There's the ecosystem floor. >> Yeah. >> The expo floor. >> Right. >> I mean, it's vibrant. I mean, there's clearly a wave coming, Ricky. We talked about this briefly at HPE Discover. I want to get an update from your perspectives, both of you, if you don't mind weighing in on this. Clearly, the wave, we're calling it the Super Cloud, 'cause it's not just Multi-Cloud. It's completely different looking successes- >> Smart Cloud. >> It's not just vendors. It's also the customers turning into clouds themselves. You look at Goldman Sachs and- >> Yep. >> You know, I think every vertical will have its own power law of Cloud players in the future. We believe that to be true. We're still testing that assumption, but it's trending in when you got OPEX- >> [Ricky And Joseph] Right. >> Has to go to in-fund statement- >> Yeah. >> CapEx goes too. Thanks for the Cloud. All that's good, but there's a wave coming- >> Yeah. >> And we're trying to identify it. What do you guys see as this wave 'cause beyond Multi-Cloud and the obvious nature of that will end up happening as a state and what happens beyond that interoperability piece, that's a whole other story, and that's what everyone's fighting for, but everyone out in that ecosystem, it's a big wave coming. They've got their surfboards. They're ready to go. So what do you guys see? What is the next wave that everyone's jacked up about here? >> Well, I think that the Multi-Cloud is obviously at the epicenter. You know, if you look at the results that are coming in, a lot of our customers, this is what's leading the discussion and now we're in a position where, you know, we've brought many companies over the last few years. They're starting to come to fruition. They're starting to play a role in, you know, how we're moving forward. >> Yeah. >> Some of those are a bit more applicable to the commercial space. We're finding commercial customers that never bought from us before. Never. Hundreds and hundreds are coming through our partner networks every single quarter, you know? So brand new to VMware. The trick then is how do you nurture them? How do you encourage them? >> So new logos are comin' in. >> New logos are coming in all the time, all the time, from, you know, from across the ecosystem. It's not just the OEMs. It's all the way back- >> So the ecosystem's back of VMware. >> Unbelievably. So what are we doing to help that? There's two big things that we've announced in the recent weeks is that Partner Connect 2.0. When I talked to you about Multi-Cloud and what the (indistinct), you know, the customers are doing, you see that trend. Four, five different separate clouds that we've got here. The next piece is that they're changing their business models with the partners. Their services is becoming more and more apparent, et cetera, you know? And the use of other partners to do other services, deployment, or this stuff is becoming prevalent. Then you've got the distributors that I talked about with their, you know, their, then you route to market, then you route to business. So how do you encapsulate all of that and ensure your rewarding partners on all aspects of that? Whether it's deployment, whether it's test and depth, it's a points-based system we've put in place now- >> It's a big pie that's developing. The market's getting bigger. >> It's getting so much bigger. And then you help- >> I know you agree, obviously, with that. >> Yeah. Absolutely. In fact, I think for a long time we were asking the question of, is it going to be there or is it going to be here? Which was the wrong question. (indistinct cross talking) Now it's everything. >> Yeah. >> And what I think that, what we're seeing in the ecosystem, is that people are finding the spots that, where they're going to play. Am I going to be on the Edge? >> Yeah. >> Am I going to be on Analytics Play? Am I going to be, you know, Cloud Transition Play? There's a lot of players are now emerging and saying, we're- >> Yeah. >> We're, we now have a place, a part to play. And having that industry view not just of, you know, a commercial customer at that level, but the two of us are lookin' at Teleco, are looking at financial services, at healthcare, at manufacturing. How do these new ecosystem players fit into the- >> (indistinct) lifting. Everyone can see their position there. >> Right. >> We're now being asked for simplicity and talk to me about partner profitability. >> Yes. >> How do I know where to focus my efforts? Am I spread too thin? And, you know, that's, and my advice that the partner ecosystem out there is, hey, let's pick out spots together. Let's really go to, and then strategic solutions that we were talking about is a good example of that. >> Yeah. >> Sounds like composability to me, but not to go back- (laughing) Guys, thanks for comin' on. I think there's a big market there. I think the fog is lifted. People seeing their spot. There's value there. Value creation equals reward. >> Yeah. >> Simplicity. Ease of use. This is the new normal. Great job. Thanks for coming on and sharing. (cross talking) Okay. Back to live coverage after this short break with more day one coverage here from the blue set here in Moscone. (light corporate music)
SUMMARY :
coming down the cube. Great to have you on. A lot goin' on, the it's going to be, ya' know, going down. Clearly the cloud's happenin'. Yeah. Talk about where you guys There's a lot that you can Yeah. Yeah. Yeah. I got to say that, you know, but it was either one of you guys. (cross talking) Dave, remember when he said, you know, So, look at the OEMs, you know, So, you know, GreenLake They come to a, you know, an On-Premise. I mean, this is complicated stuff. where you can say, hey, Edge, or in the public cloud, as you go, obviously, the financial model, So that's another phenomenon, you know? It's interesting too, you know, I mean, One of the things I liked Because we've been saying, you know, And when you have Yeah. for all of the various but the old model in the with more complexity. is already in the cycle, so of the technologies, Yeah. What's, that's a great point you made. would be, you know, that I can press the cost out of the box. So you get in whatever. that are coming in that, you know, At the moment, you know, the enablement, you know, it, you know, compute storage? that's needed for, you know, So, to get this right, you You got GreenLake and you So does the customer, So the beauty of the HP ProLiant of how you would have to do this. He said you have to be early to be first. Yeah. So you were- early, but do you have a lead? If you're the best. We go to the source of the What do you look at and We've been in a lot of And we know how that And I can tell you, and Andy Jassy, you know, code to the developer. Which is why there's cake that we've, you know, provisioning with containers. a lot of that into the mix in with the CICD pipeline. I know it's going to get It's just a continuation of, you know, And the industry is really It's about, you know, I slice right like you wouldn't believe. So to speak, you know, How do you guys view that piece of it? is the infrastructure or the middle where, It's all of it. Quick question on the I remember when HP was, you know, So first of all, VMware and HPE, Well before any Broadcom a variety of partners. the answer's absolutely not. And of course, you know, on each other to help us as, you know, that we all have in common. And independent of the Clearly, the wave, we're It's also the customers We believe that to be true. Thanks for the Cloud. So what do you guys see? in a position where, you know, How do you encourage them? you know, from across the ecosystem. and what the (indistinct), you know, It's a big pie that's developing. And then you help- or is it going to be here? is that people are finding the spots that, view not just of, you know, Everyone can see their position there. simplicity and talk to me and my advice that the partner to me, but not to go back- This is the new normal.
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