Mike Palmer, Sigma Computing | Snowflake Summit 2022
>>Welcome back to Vegas guys, Lisa Martin and Dave Lanta here wrapping up our coverage of day two of snowflake summit. We have given you a lot of content in the last couple of days. We've had a lot of great conversations with snowflake folks with their customers and with partners. And we have an alumni back with us. Please. Welcome back to the queue. Mike Palmer, CEO of Sigma computing. Mike. It's great to see you. >>Thanks for having me. And I guess again >>Exactly. >>It's fantastic me. >>So talk to the audience about Sigma before we get into the snowflake partnership and what you guys are doing from a technical perspective, give us that overview of the vision and some of the differentiators. >>Sure. You know, you've over the last 12 years, companies have benefited from enormous investments and improvements in technology in particular, starting with cloud technologies, obviously going through companies like snowflake, but in terms of the normal user, the one that makes the business decision in the marketing department and the finance team, you know, in the works in the back room of the supply chain, doing inventory very little has changed for those people. And the time had come where the data availability, the ability to organize it, the ability to secure it was all there, but the ability to access it for those people was not. And so what Sigma's all about is taking great technology, finding the skillset they have, which happens to be spreadsheets. There are billion license spreadsheet users in the world and connecting that skillset with all of the power of the cloud. >>And how do you work with snowflake? What are some of the, the what's the joint value proposition? >>How are they as an investor? That's what I wanna know. Ah, >>Quiet, which is the way we like them. No, I'm just kidding. Snowflake is, well, first of all, investment is great, but partnership is even better. Right. You know, and I think snowflake themselves are going through some evolution, but let's start with the basics of technology where this all starts because you know, all of the rest doesn't matter if the product is not great, we work directly on snowflake. And what that means is as an end user, when I, when I sit on that marketing team and I want to understand and, and connect, how did I get a, a customer where I had a pay to add? And they showed up on my website and from my website, they went to a trial. And from there, they touched a piece of syndicated contents. All of that data sits in snowflake and I, as a marketer, understand what it means to me. >>So for the first time, I want to be able to see that data in one place. And I want to understand conversion rates. I want to understand how I can impact those conversion rates. I can make predictions. What that user is doing is going to, to Sigma accessing live data in snowflake, they're able to ask ad hoc questions, questions that were never asked questions, that they don't exist in a filter that were never prepped by a data engineer. So they could truly do something creative and novel in a very independent sort of way. And the connection with Snowflake's live data, the performance, the security and governance that we inherit. These are all facilitators to really expand that access across the enterprise. So at, at a product level, we were built by a team of people, frankly, that also were the original investors in snowflake by two amazing engineers and founders, Rob will and Jason France, they understood how snowflake worked and that shows up in the product for our end customers. >>So, but if I may just to follow up on that, I mean, you could do that without snowflake, but what, it would be harder, more expensive. Describe what you'd have to go through to accomplish that outcome. >>And I think snowflake does a good job of enabling the ecosystem at large. Right. But you know, you always appreciate seeing early access to understand what the architecture's going to look like. You know, some of the things that I will, you know, leaning forward that we've heard here that we're very excited about is snowflake going to attack the TP market, right? The transactional market, one of the transactional database market. I, yeah. Right. You know, one of the things that we see coming, and, and one of the bigger things that we'll be talking about in Sigma is not just that you can do analytics out of snowflake. I think that's something that we do exceptionally well on an ad hoc basis, but we're gonna be the first that allow you to write into snowflake and to do that with good performance. And to do that reliably, we go away from OAP, which is the terminology for data warehousing. >>And we go toward transactional databases. And in that world, understanding snowflake and working collaboratively with them creates again, a much better experience for the end customer. So they, they allow us into those programs, even coming to these conferences, we talk to folks that run the industry teams, trying to up level that message and not just talk database and, and analytics, but talk about inventory management. How do we cut down the gap that exists between POS systems and inventory ordering, right? So that we get fewer stockouts, but also that we don't overorder. So that's another benefit, >>Strong business use cases. >>That's correct. >>And you're enabling those business users to have access to that data. I presume in near real time or near real time, so that they can make decisions that drive marketing forward or finance forward or legal >>Forward. Exactly. We had a customer panel yesterday. An example of that go puff is hopefully most of the viewers are familiar with, as a delivery company. This is a complicated business to run. It's run on the fringes. When we think about how to make money at it, which means that the decisions need to be accurate. They need to be real time. You can't have a batch upload for delivery when they're people are on the street, and then there's an issue. They need to understand the exact order at that time, not in 10 minutes, not from five minutes ago, right. Then they need to understand, do I have inventory in the warehouse when the order comes in? If they don't, what's a replacement product. We had a Mike came in from go puff and walked us through all of the complexity of that and how they're using Sigma to really just shorten those decision cycles and make them more accurate. You know, that's where the business actually benefits and, >>And actually create a viable business model. Cuz you think back to the early, think back to the.com days and you had pets.com, right? They couldn't make any money. Yeah. Without chewy. Okay. They appears to be a viable business model. Right? Part of that is just the efficiencies. And it's sort of a, I dunno if those are customers that they may or may not be, but they should be if they're not >>Chewy is, but okay. You know, and that's another example, but I'll even pivot to the various REI and other retailers. What do they care about cohorts? I'm trying to understand who's buying my product. What can I sell to them next? That, that idea of again, I'm sitting in a department, that's not data engineering, that's not BI now working collaboratively where they can get addend engineer, putting data sets together. They have a BI person that can help in the analytics process. But now it's in a spreadsheet where I understand it as a marketer. So I can think about new hierarchies. I wanna know it by customer, by region, by product type. I wanna see it by all of those things. I want to be able to do that on the fly because then it creates new questions that sort of flow. If you' ever worked in development, we use the word flow constantly, right? And as people that flow is when we have a question, we get an answer that generates a question. We have, we just keep doing that iteratively. That that is where Sigma really shines for them. >>What does a company have to do to really take advantage of, of this? I, if they're kind of starting from a company that's somewhat immature, what are the sort of expectations, maybe even outta scope expectations so they can move faster, accelerate analytics, a lot of the themes that we've heard today, >>What does an immature company is actually even a question in, in and of itself? You know, I think a lot of companies consider themselves to be immature simply because for various constraint reasons, they haven't leveraged the data in the way that they thought possible. Good, >>Good, good definition. Okay. So not, not, >>Not, I use this definition for digital transformation. It very simple. It is. Do you make better decisions, faster McKenzie calls this corporate metabolism, right? Can you speed up the metabolism of, of an enterprise and for me and for the Sigma customer base, there's really not much you have to do once. You've adopted snowflake because for the first time the barriers and the silos that existed in terms of accessing data are gone. So I think the biggest barrier that customers have is curiosity. Because once you have curiosity and you have access, you can start building artifacts and assets and asking questions. Our customers are up and running in the product in hours. And I mean that literally in hours, we are a user in snowflake, that's a direct live connection. They are able to explore tables, raw. They can do joins themselves if they want to. They can obviously work with their data engineering team to, to create data sets. If that's the preferred method. And once they're there and they've ever built a pivot table, they can be working in Sigma. So our customers are getting insights in the first one to two days, you referenced some, those of us are old enough to remember pest.com. Also old enough to remember shelfware that we would buy. We are very good at showing customers that within hours they're getting value from their investment in Sigma. And that, that just creates momentum, right? Oh, >>Tremendous momentum and >>Trust and trust and expansion opportunities for Sigma. Because when you're in one of those departments, someone else says, well, you know, why do you get access to that data? But I don't, how are you doing this? Yeah. So we're, you know, I think that there's a big movement here. People, I often compare data to communication. If you go back a hundred years, our communication was not limited. As it turns out by our desire to communicate, it was limited by the infrastructure. We had the typewriter, a letter and the us postal service and a telephone that was wired. And now we have walk around here. We, everything is, is enabled for us. And we send, you know, hundreds and thousands of messages a day and probably could do more. You will find that is true. And we're seeing it in our product is true of data. If you give people access, they have 10 times as many questions as they thought they had. And that's the change that we're gonna see in business over the next few years, >>Frank Salman's first book, what he was was CEO of snowflake was rise of the data cloud. And he talked about network effects. Basically what he described was Metcalf's law. Again, go back to the.com days, right? And he, Bob Metcalf used the phone system. You know, if there's two people in the phone system, it's not that valuable, right. >>You know, exactly, >>You know, grow it. And that's where the value is. And that's what we're seeing now applied to data. >>And even more than that, I think that's a great analogy. In fact, the direct comparison to what Sigma is doing actually goes one step beyond everything that I've been talking about, which is great at the individual level, but now the finance team and the marketing team can collaborate in the platform. They can see data lineage. In fact, one of our, our big emphasis points here is to eliminate the sweet products. You know, the ones where, you know, you think you're buying something, but you really have a spreadsheet product here and a document product there and a slide product over there. And they, you know, you can do all of that in Sigma. You can write a narrative. You can real time live, edit on numbers. You, you know, if you want to, you could put a picture in it. But you know, at Sigma we present everything out of our product. Every meeting is live data. Every question is answered on the spot. And that's when, you know, you know, to your point about met cap's law. Now everybody's involved in the decision making. They're doing it real time. Your meetings are more productive. You have fewer of them because they're no action items, right. We're answering our questions there and we're, and we're moving forward. >>You know, view were meeting sounds good. Productivity is, is weird now with the, the pandemic. But you know, if you go back to the nineties here am I'm, I'm dating myself again, but that's okay. You know, you, you didn't see much productivity going on when the PC boom started in the eighties, but the nineties, it kicked in and pre pandemic, you know, productivity in the us and Europe anyway has been going down. But I feel like Mike, listen to what you just described. I, how many meetings have we been in where people are arguing about them numbers, what are the assumptions on the numbers wasting so much time? And then nothing gets done and they, then they, they bolt cut that away and you drive in productivity. So I feel like we're on a Renaissance of productivity and a lot of that's gonna be driven by, by data. Yeah. And obviously communications the whole 5g thing. We'll see how that builds out. But data is really the main spring of, I think, a new, new Renaissance in productivity. >>Well, first of all, if you could find an enterprise where you ask the question, would you rather use your data better? And they say, no, like, you know, show me, tell me that I'll short their stock immediately. But I do agree. And I, unfortunately I have a career history in that meeting that you just described where someone doesn't like, what you're showing them. And their first reaction is to say, where'd you get that data? You know, I don't trust it. You know? So they just undermined your entire argument with an invalid way of doing so. Right. When you walk into a meeting with Sigma where'd, where'd you get that data? I was like, that's the live data right now? What question do you want answer >>Lineage, right. Yeah. And you know, it's a Sen's book about, you know, gotta move faster. I mean, this is an example of just cutting through making decisions faster because you're right. Mike and the P the P and L manager in a meeting can, can kill the entire conversation, you know, throw FUD at it. Yeah. You know, protect his or her agenda. >>True. But now to be fair to the person, who's tended to do that. Part of the reason they've done that is that they haven't had access to that data before the meeting and they're getting blindsided. Right. So going back to the collaboration point. Yes. Right. The fact we're coming to this discussion more informed in and of itself takes care of some of that problem. Yeah. >>For sure. And if, and if everybody then agrees, we can move on and now talk about the really important stuff. Yeah. That's good. It >>Seems to me that Sigma is an enabler of that curiosity that you mentioned that that's been lacking. People need to be able to hire for that, but you've got a platform that's going here. You go ask >>Away. That's right in the we're very good. You know, we love being a SaaS platform. There's a lot of telemetry. We can watch what we call our mouse to Dows, you know, which is our monthly average users to our daily average users. We can see what level of user they are, what type of artifacts they build. Are they, you know, someone that creates things from scratch, are they people that tend to increment them, which by the way, is helpful to our customers because we can then advise them, Hey, here's, what's really going on. You might wanna work with this team over here. They could probably be a little better of us using the data, but look at this team over here, you know, they've originated five workbooks in the last, you know, six days they're really on it. There's, there's, you know, that ability to even train for the curiosity that you're referring to is now there, >>Where are your customer conversations? Are they at the lines of business? Are they with the chief data officer? What does that look like these days? >>Great question. So stepping back a bit, what, what is Sigma here to do? And, and our first phase is really to replace spreadsheets, right? And so one of the interesting things about the company is that there isn't a department where a spreadsheet isn't used. So Sigma has an enormous Tam, but also isn't necessarily associated with any particular department or any particular vertical. So when we tend to have conversations, it really depends on, you know, either what kind of investment are you making? A lot of mid-market companies are making best technology investments. They're on a public cloud, they're buying snowflake and they wanna understand what's, what's built to really make this work best over the next number of years. And those are very short sales for us because we, we prove that, you know, in, in minutes to hours, if you're working at a large enterprise and you have three or four other tools, you're asking a different question. >>And often you're asking a question of what I call exploration. We have a product that has dashboards and they've been working for us and we don't wanna replace the dashboard. But when we have a question about the data in the dashboard, we're stuck, how do we get to the raw data? How do we get to the example that we can actually manage? You can't manage a dashboard. You can't manage a trend line, but if you get into the data behind the trend line, you can make decisions to change business process, to change quality, accuracy, to change speed of execution. That is what we're trying to enable. Those conversations happen between the it team who runs technology and the business teams who are responsible for the decisions. So we are, you know, we have a cross departmental sale, but across every department, >>One of the things we're not talking about at this event, which is kind of interesting, cause it's all we've been talking about is the macro supply chain challenges, Ukraine, blah, blah, blah, and the stock market. But, but how are you thinking about that? Macro? The impacts you're seeing, you know, a lot of private companies being, you know, recapped, et cetera, you guys obviously very well funded. Yeah. But how do you think about, I mean, I asked Frank a similar question. He's like, look, it's a marathon. We don't worry about it. We, you know, they made the public market, they get 5 billion in cash. Yeah. Yeah. How are you thinking about it? >>You know, first of all, what's the expression, right? You never, never waste a good, you know, in this case recession, no, we don't have one yet, but the impetus is there, right. People are worried. And when they're worried, they're thinking about their bottom lines, they're thinking about where they're going to get efficiency and their costs. They're already dealing with the supply chain issues of inventory. We all have it in our personal lives. If you've ordered anything in the last six months, you're used to getting it in, you know, days to weeks. And now you're getting in months, you know, we had customers like us foods as a good example, like they're constantly trying to align inventory. They have with transportation that gets that inventory to their end customers, right? And they do that with better data accuracy at the end point, working with us on what we are launching. >>And I mentioned earlier, having more people be able to update that data creates more data, accuracy creates better decisions. We align that then with them and better collaboration with the folks that then coordinate the trucks with Prologis and the panel yesterday, they're the only commercial public company that reports their, their valuations on a quarterly basis. They work with Sigma to trim the amount of time it takes their finance team to produce that data that creates investor confidence that holds up your stock price. So I mean the, the importance of data relative to all the stakeholders in enterprise cannot be overstated. Supply chain is a great example. And yes, it's a marathon because a lot of the technology that drives supply chain is old, but you don't have to rip out those systems to put your data into snowflake, to get better access through Sigma, to enable the people in your environment to make better decisions. And that's the good news. So for me, while I agree, there's a marathon. I think that most of the, I dunno if I could continue this metaphor, but I think we could run quite far down that marathon without an awful lot of energy by just making those couple of changes. >>Awesome. Mike, this has been fantastic. Last question. I, I can tell, I know a lot of growth for Sigma. I can feel it in your energy alone. What are some of the key priorities that you're gonna be focusing on for the rest of the year? >>Our number one priority, our number two priority and number three priority are always build the best product on the market, right? We, we want customers to increase usage. We want them to be delighted. You know, we want them to be RA. Like we have customers at our booth that walk up and it's like, you're building a great company. We love your product. I, if you want to show up happy at work, have customers come up proactively and tell you how your products changed their life. And that is, that is the absolute, most important thing because the real marathon here is that enablement over the long term, right? It is being a great provider to a bunch of great companies under that. We are growing, you know, we've been tripling the company for the fast few years, every year, that takes a lot of hiring. So I would've alongside product is building a great culture with bringing the best people to the company that I guess have my energy level. >>You know, if you could get paid in energy, we would've more than tripled it, you know, but that's always gonna be number two, where we're focused on the segment side, you know, is really the large enterprise customer. At this point, we are doing a great job in the mid-market. We have customer, we have hundreds of customers in our free trial on a constant basis. I think that without wanting to seem over confident or arrogant, I think our technology speaks for itself and the product experience for those users, making a great ROI case to a large enterprise takes effort. It's a different motion. We're, we're very committed to building that motion. We're very committed to building out the partner ecosystem that has been doing that for years. And that is now coming around to the, the snowflake and all of the ecosystem changes around snowflake because they've learned these customers for decades and now have a new opportunity to bring to them. How do we enable them? That is where you're gonna see Sigma going over the next couple of years. >>Wow, fantastic. Good stuff. And a lot of momentum, Mike, thank you so much for joining Dave and me talking about Sigma, the momentum, the flywheel of what you're doing with snowflake and what you're enabling customers to achieve the massive business outcomes. Really cool stuff. >>Thank you. And thank you for continuing to give us a platform to do this and glad to be back in conferences, doing it face to face. It's fantastic. >>It it's the best. Awesome. Mike, thank you for Mike Palmer and Dave ante. I'm Lisa Martin. You've been watching the cube hopefully all day. We've been here since eight o'clock this morning, Pacific time giving you wall the wall coverage of snowflake summit 22 signing off for today. Dave and I will see you right bright and early tomorrow morning. I will take care guys.
SUMMARY :
And we have an alumni back with us. And I guess again So talk to the audience about Sigma before we get into the snowflake partnership and what you guys are doing from a technical the one that makes the business decision in the marketing department and the finance team, you know, in the works in How are they as an investor? know, all of the rest doesn't matter if the product is not great, we work directly on And the connection So, but if I may just to follow up on that, I mean, you could do that without some of the things that I will, you know, leaning forward that we've heard here that we're very excited about is And we go toward transactional databases. And you're enabling those business users to have access to that data. do I have inventory in the warehouse when the order comes in? Part of that is just the efficiencies. You know, and that's another example, but I'll even pivot to the various REI You know, I think a lot of companies consider Good, good definition. of an enterprise and for me and for the Sigma customer base, there's really not much you And that's the change that we're gonna see in business over the next few years, You know, if there's two people in the phone system, it's not that valuable, right. And that's what we're seeing now applied to data. You know, the ones where, you know, you think you're buying something, Mike, listen to what you just described. And their first reaction is to say, where'd you get that data? you know, throw FUD at it. So going back to the collaboration point. And if, and if everybody then agrees, we can move on and now talk about the really important stuff. Seems to me that Sigma is an enabler of that curiosity that you mentioned that that's been lacking. We can watch what we call our mouse to Dows, you know, which is our monthly average users to our daily we prove that, you know, in, in minutes to hours, if you're working at a large enterprise and you have three or four other So we are, you know, we have a cross departmental sale, but across every department, you know, a lot of private companies being, you know, recapped, et cetera, you guys obviously very You never, never waste a good, you know, in this case recession, And I mentioned earlier, having more people be able to update that data creates more data, What are some of the key priorities that you're gonna be focusing on for the We are growing, you know, we've been tripling the company for the fast few years, You know, if you could get paid in energy, we would've more than tripled it, you know, but that's always gonna And a lot of momentum, Mike, thank you so much for joining Dave and me talking about Sigma, And thank you for continuing to give us a platform to do this and glad to be back in conferences, Dave and I will see you right bright and early tomorrow morning.
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Andy Palmer, TAMR | MIT CDOIQ 2019
>> from Cambridge, Massachusetts. It's the Cube covering M. I. T. Chief Data officer and Information Quality Symposium 2019 Brought to you by Silicon Angle Media >> Welcome back to M I. T. Everybody watching the Cube. The leader in live tech coverage we hear a Day two of the M I t chief data officer information Quality Conference Day Volonte with Paul Dillon. Andy Palmer's here. He's the co founder and CEO of Tamer. Good to see again. It's great to see it actually coming out. So I didn't ask this to Mike. I could kind of infirm from someone's dances. But why did you guys start >> Tamer? >> Well, it really started with an academic project that Mike was doing over at M. I. T. And I was over in of artists at the time. Is the chief get officer over there? And what we really found was that there were a lot of companies really suffering from data mastering as the primary bottleneck in their company did used great new tech like the vertical system that we've built and, you know, automated a lot of their warehousing and such. But the real bottleneck was getting lots of data integrated and mastered really, really >> quickly. Yeah, He took us through the sort of problems with obviously the d. W. In terms of scaling master data management and the scanning problems was Was that really the problem that you were trying to solve? >> Yeah, it really was. And when we started, I mean, it was like, seven years ago, eight years ago, now that we started the company and maybe almost 10 when we started working on the academic project, and at that time, people weren't really thinking are worried about that. They were still kind of digesting big data. A zit was called, but I think what Mike and I kind of felt was going on was that people were gonna get over the big data, Um, and the volume of data. And we're going to start worrying about the variety of the data and how to make the data cleaner and more organized. And, uh, I think I think way called that one pretty much right. Maybe >> we're a little >> bit early, but but I think now variety is the big problem >> with the other thing about your big day. Big data's oftentimes associated with Duke, which was a batch and then you sort of saw the shifter real time and spark was gonna fix all that. And so what are you seeing in terms of the trends in terms of how data is being used to drive almost near real time business decisions. >> You know, Mike and I came out really specifically back in 2007 and declared that we thought, uh, Hadoop and H D f s was going to be far less impactful than other people. >> 07 >> Yeah, Yeah. And Mike Mike actually was really aggressive and saying it was gonna be a disaster. And I think we've finally seen that actually play out of it now that the bloom is off the rose, so to speak. And so they're They're these fundamental things that big companies struggle with in terms of their data and, you know, cleaning it up and organizing it and making it, Iike want. Anybody that's worked at one of these big companies can tell you that the data that they get from most of their internal system sucks plain and simple, and so cleaning up that data, turning it into something it's an asset rather than liability is really what what tamers all about? And it's kind of our mission. We're out there to do this and it sort of pails and compare. Do you think about the amount of money that some of these companies have spent on systems like ASAP on you're like, Yeah, but all the data inside of the systems so bad and so, uh, ugly and unuseful like we're gonna fix that problem. >> So you're you're you're special sauce and machine learning. Where are you applying machine learning most most effectively when >> we apply machine learning to probably the least sexy problem on the planet. There are a lot of companies out there that use machine learning and a I t o do predictive algorithms and all kinds of cool stuff. All we do with machine learning is actually use it to clean up data and organize data. Get it ready for people to use a I I I started in the eye industry back in the late 19 eighties on, you know, really, I learned from the sky. Marvin Minsky and Mark Marvin taught me two things. First was garbage in garbage out. There's no algorithm that's worth anything unless you've got great data, and the 2nd 1 is it's always about the human in the machine working together. And I've really been working on those two same principles most of my career, and Tamer really brings both of those together. Our goal is to prepare data so that it can be used analytically inside of these companies, that it's actually high quality and useful. And the way we do that involves bringing together the machine, mostly these advanced machine learning algorithms with humans, subject matter experts inside of these companies that actually know all the ins and outs and all the intricacies of the data inside of their company. >> So say garbage in garbage out. If you don't have good training data course you're not going good ML model. How much how much upfront work is required. G. I know it was one of your customers and how much time is required to put together on ML model that can deal with 20,000,000 records like that? >> Well, you know, the amazing thing that this happened for us in the last five years, especially is that now we've got we've built enough models from scratch inside of these large global 2000 companies that very rarely do we go into a place where there we don't already have a model that's pre built. That they can use is a starting point. And I think that's the same thing that's happening in modeling in general. If you look a great companies like data robot Andi and even in in the Python community ml live that the accessibility of these modeling tools and the models themselves are actually so they're commoditized. And so most of our models and most of the projects we work on, we've already got a model. That's a starting point. We don't really have to start from scratch. >> You mentioned gonna ta I in the eighties Is that is the notion of a I Is it same as it was in the eighties and now we've just got the tooling, the horsepower, the data to take advantage of it is the concept changed? The >> math is all the same, like, you know, absolutely full stop, like there's really no new math. The two things I think that have changed our first. There's a lot more data that's available now, and, you know, uh, neural nets are a great example, right? in Marvin's things that, you know when you look at Google translate and how aggressively they used neural nets, it was the quantity of data that was available that actually made neural nets work. The second thing that that's that's changed is the cheap availability of Compute that Now the largest supercomputer in the world is available to rent by the minute. And so we've got all this data. You've got all this really cheap compute. And then third thing is what you alluded to earlier. The accessibility of all the math that now it's becoming so simple and easy to apply these math techniques, and they're becoming you know, it's It's almost to the point where the average data scientists not the advance With the average data, scientists can do a practice. Aye, aye. Techniques that 20 years ago required five PhDs. >> It's not surprising that Google, with its new neural net technology, all the search data that it has has been so successful. It's a surprise you that that Amazon with Alexa was able to compete so effectively. >> Oh, I think that I would never underestimate Amazon and their ability to, you know, build great tact. They've done some amazing work. One of my favorite Mike and I actually, one of our favorite examples in the last, uh, three years, they took their red shift system, you know, that competed with with Veronica and they they re implemented it and, you know, as a compiled system and it really runs incredibly fast. I mean, that that feat of engineering, what was truly exceptional >> to hear you say that Because it wasn't Red Shift originally Park. So yeah, that's right, Larry Ellison craps all over Red Shift because it's just open source offer that they just took and repackage. But you're saying they did some major engineering to Oh >> my gosh, yeah, It's like Mike and I both way Never. You know, we always compared par, excelled over tika, and, you know, we always knew we were better in a whole bunch of ways. But this this latest rewrite that they've done this compiled version like it's really good. >> So as a guy has been doing a eye for 30 years now, and it's really seeing it come into its own, a lot of a I project seems right now are sort of low hanging fruit is it's small scale stuff where you see a I in five years what kind of projects are going our bar company's gonna be undertaking and what kind of new applications are gonna come out of this? But >> I think we're at the very beginning of this cycle, and actually there's a lot more potential than has been realized. So I think we are in the pick the low hanging fruit kind of a thing. But some of the potential applications of A I are so much more impactful, especially as we modernize core infrastructure in the enterprise. So the enterprise is sort of living with this huge legacy burden. And we always air encouraging a tamer our customers to think of all their existing legacy systems is just dated generating machines and the faster they can get that data into a state where they can start doing state of the art A. I work on top of it, the better. And so really, you know, you gotta put the legacy burden aside and kind of draw this line in the sand so that as you really get, build their muscles on the A. I side that you can take advantage of that with all the data that they're generating every single day. >> Everything about these data repose. He's Enterprise Data Warehouse. You guys built better with MPP technology. Better data warehouses, the master data management stuff, the top down, you know, Enterprise data models, Dupin in big data, none of them really lived up to their promise, you know? Yeah, it's kind of somewhat unfair toe toe like the MPP guys because you said, Hey, we're just gonna run faster. And you did. But you didn't say you're gonna change the world and all that stuff, right? Where's e d? W? Did Do you feel like this next wave is actually gonna live up to the promise? >> I think the next phase is it's very logical. Like, you know, I know you're talking to Chris Lynch here in a minute, and you know what? They're doing it at scale and at scale and tamer. These companies are all in the same general area. That's kind of related to how do you take all this data and actually prepare it and turn it into something that's consumable really quickly and easily for all of these new data consumers in the enterprise and like so that that's the next logical phase in this process. Now, will this phase be the one that finally sort of meets the high expectations that were set 2030 years ago with enterprise data warehousing? I don't know, but we're certainly getting closer >> to I kind of hoped knockers, and we'll have less to do any other cool stuff that you see out there. That was a technology just >> I'm huge. I'm fanatical right now about health care. I think that the opportunity for health care to be transformed with technology is, you know, almost makes everything else look like chump change. What aspect of health care? Well, I think that the most obvious thing is that now, with the consumer sort of in the driver seat in healthcare, that technology companies that come in and provide consumer driven solutions that meet the needs of patients, regardless of how dysfunctional the health care system is, that's killer stuff. We had a great company here in Boston called Pill Pack was a great example of that where they just build something better for consumers, and it was so popular and so, you know, broadly adopted again again. Eventually, Amazon bought it for $1,000,000,000. But those kinds of things and health care Pill pack is just the beginning. There's lots and lots of those kinds of opportunities. >> Well, it's right. Healthcare's ripe for disruption on, and it hasn't been hit with the digital destruction. And neither is financialservices. Really? Certainly, defenses has not yet another. They're high risk industry, so Absolutely takes longer. Well, Andy, thanks so much for making the time. You know, You gotta run. Yeah. Yeah. Thank you. All right, keep it right. Everybody move back with our next guest right after this short break. You're watching the Cube from M I T c B O Q. Right back.
SUMMARY :
you by Silicon Angle Media But why did you guys start like the vertical system that we've built and, you know, the problem that you were trying to solve? now that we started the company and maybe almost 10 when we started working on the academic And so what are you seeing in terms of the trends in terms of how data that we thought, uh, Hadoop and H D f s was going to be far big companies struggle with in terms of their data and, you know, cleaning it up and organizing Where are you applying machine the eye industry back in the late 19 eighties on, you know, If you don't have good training data course And so most of our models and most of the projects we work on, we've already got a model. math is all the same, like, you know, absolutely full stop, like there's really no new math. It's a surprise you that that Amazon implemented it and, you know, as a compiled system and to hear you say that Because it wasn't Red Shift originally Park. we always compared par, excelled over tika, and, you know, we always knew we were better in a whole bunch of ways. And so really, you know, you gotta put the legacy of them really lived up to their promise, you know? That's kind of related to how do you take all this data and actually to I kind of hoped knockers, and we'll have less to do any other cool stuff that you see out health care to be transformed with technology is, you know, Well, Andy, thanks so much for making the time.
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Richard Palmer, Ovum | AWS Imagine 2019
>> from Seattle WASHINGTON. It's the Q covering AWS Imagine brought to you by Amazon Web service is >> Hey, welcome back already. Jeffrey. Here with the Cube. We're in downtown Seattle at the AWS. Imagine e do you conference? It's the second year of the conference, part of the public sector. Kind of a carve out with Andrew Coast Group. Really all about education on an education from K through 12 to higher education, community, college education, retraining of people coming out of the military. It's a huge segment, and we're really excited to have our next guest. He's going to give a keynote later this afternoon on a new pay for that he just published. So we welcome Richard Palmer, the practice leader for public sector for Open Richard, Great to see you. >> Good to be here. >> So tell us it's called reaching for the clouds. >> Yes. Look, what we found is that for many universities are moving into the cloud has proved to be difficult, that there are lots of barriers in the way and they get a part of the way along, and all of a sudden they hit a wall and it takes time. The big number that we keep looking at is only 30% of application workloads or in the cloud at this point. And after 67 years off the public cloud being available, it really suggests that there are various significant barriers. >> So what are some of those driving again? As you said, we were kind of well down this path. So whether it's just legacy stuff that's not worth moving. But I would imagine most of the new workloads are coming in. I mean, they've got to be getting with this program. >> Purchasing sess is an obvious ploy. It gets you right out of all of the problems that you had before. Look, the first thing that that bury that people find is the clouds different. So the skills that you've got in your team, the way that you were finances, your project methodologies everything is different to engage with cloud properly and the way that you design and build applications is different in the cloud. So taking a traditional organization trying to go cloud has everybody involved from the CFO with funding cycles to governance board, which are the most wonderful thing ever in higher education. Great away through to staff skills end the way that start. Think about applications. And if there's one thing in my time in hired that I saw it time and time again, it's the instant legacy problem. So somebody creates something and does it a special way because they know better than the vendor. And we had this infrastructure anyway. So why not reuse it? And they create an orphan that is neither manageable by the vendor nor manageable by the organization requires that individual to remain with the organization. We're well past their expiry date. Let's put it that way because they put things in that just unique to this single installation. And that's the transformation you see in the cloud. It's software as a service. That's it's a native thing. You don't look at how it's hosted. You don't care about anything but using it. But the danger point is in moving to infrastructure service or platforms. The service that you carry over that customization thinking right, which creates if you're like instant legacy, right s so so that that's one of the barriers that we say. >> I'm just curious because you have to really big things, you know, just the whole financing and the way you buy it, the way you budget is completely different than a big capital expenditure that you're appreciating over time. And then, as you said, the skill set. So in the enterprise space, right? Everyone's got big piles of money, and they hired the biggest size right to come help him. They have incident skills. They can bust him in by the many dozens and help them with some of that financial. How is the system integrator or the service is kind of industry evolving an education to help them make this transition. >> So they're there >> two ways and education bigger public sector enterprise has that awful problem that if you provide advice, often you can't provide. Service is we tend to beginning over that a little bit now. But the obvious way is most higher. Education institutions who have moved through that process have engaged a strategic partner to help them to plan right. That's the first piece on dhe there. There are lots of them around, and often they're very good at it, moderately expensive. But the thing that they don't tend to do as well is to find the right partners for the actual transition. So often engineers are trying thio, learn cloud technologies and apply them on and get it right the first time around. And, of course, we all know that in the experimentation you want tohave learn fast and then re learn when you you've come to something that you shouldn't have done. Great. But if engineers thrown into a life production style project, there's no time for that relearn re platform. You learn as you go, right. So having it not so much in a sigh about an implementation partners really important. And luckily, many of the the vendors or their networks are really quite good at doing those mid level implementation projects. Now it's a matter of finding the right one great, but certainly in my home Australian context for almost a LL moves the cloud. There's somebody who's who has done it several times before in education and has a good reputation. So I suspect in the U. S. That's multiplied 10 times. Larger economy is probably 10 times as many people who have done it well before, >> right? So the other piece of I'm curious if this came out right, so there's the cloud as a more efficient way to run to your infrastructure and in all that that means and cost savings. But much more importantly, in some of the things we're doing today is really to enable innovation to enable you to develop stuff faster, whether it's Alexa or some of these other things we're hearing about. I mean, how does that play in people, you know, kind of getting through the pain of getting through this process, because if you don't innovate and we just had just had somebody on before, he said. They're worried about competing with online and really having a good experience for the students on campus. Is that the driver? Is it the cost savings? Is it? How do you How do you see that kind of slicing? >> We've seen several drivers. Mum. That's most common is student success and retention that is ubiquitous in higher education to bring the cost down and to make sure that every intervention that the college or school does is meaningful and produces a positive outcome. So that's kind of the core business. And so things like analytics play into that, and now machine learning more and more the motivator. Yes, this competitive motivator but it actually works. The same for their up there on campus is their online that if you can help every student to be successful, you gain reputation. If you could do it efficiently, you drive down costs, so that's beneficial rate. But then, then you're asking about innovation. That's a step after you've put away pieces together to do core business well, right? And the key elements in doing core business well is shifting from traditional too agile. Because EJ, our projects have benefits on the business side as well as the technical side. One of the most important things is to be able in the edge. I'll space is to be able to interact quickly, and that is just a CZ. Important on the academic side is is on the technical side, because usually the academic or the administration, I don't know what they need until they've actually experienced it. Most times, when you're replacing the system, you ask the people on the front line what they want, and they answer exactly what the last system did, but better so that innovation cycle you do then measure and cycle through is part of the edge. I'll pace and the second part of it is being out to differentiate between what is actually going to make a difference for your students and what is just pure women. You know what we think might be better, but is actually gonna cost cost money, create legacy, move us away from state of practice and actually is gonna bring the benefit so really important to attach riel KP eyes to differentiating practices on get away from customization, which produces no benefit the Third Elements platforms. Once upon a time, we used to build their special systems from the code up way shouldn't do that anymore. We shouldn't be caring about what databases underneath application platforms are faster, more effective and require listen, Herr Skills to maintain a lifetime. So that's that's the third element. >> So one of the things that the Enterprise has been able to benefit from is, you know, we just leave the AARP alone, right? Just a lot of stuff. It's just not worth lifting and shifting. But, you know, it's it's kind of customer interaction applications, and there's a whole kind of class of applications that opened up the opportunity to leverage all this kind of platforms and fast, fast development, et cetera. How is that playing out on the public sector side? Because it before turning the cameras, you talked about just the pain of lift and shift, and you run into all kinds of issues. You don't get that that good, easy win that good fast win are our date. Are they thinking in terms of, you know, setting aside kind of an innovation development team that's working on some of these kind of new age things that that aren't kind of the core systems, that maybe he he don't necessarily want a lift and shift anytime soon? >> I'm a big fan of innovation teams when you're working directly with research. I'm not sure that that's the best model for mainstream innovation. It's much more useful to leverage the folks who are actually working directly with the business people like business analysts, and to shift those into thinking beyond the Monday because the business analyst usually has a very intimate relationship in the nice way with the business partner, and they can engage with what would make life better. What would make things more productive and then to quickly bring resources in behind that idea and a quick, quick proof of concept. But you've hit on another whole issue there that the idea of a ubiquitous engagement layer that both delivers a really high quality online digital student experience but also provides a whole lot of information that can be then analyzed to work out what was the best thing to do with student is really transformative, and we're seeing the best vendors move into that space, even with traditional systems and what they're doing on I'll use a couple student management system vendors is an example, without naming them but their traditional systems, they will either host them for you or you could do it on premises. But their new analysis engagement systems are cloud based, so it doesn't melt away. Your implementation is you can buy New software is a service that gives you really good analytics and a new communications collaboration. Engagement layer, often with Syria, and collaboration tools mixed in in a brand new platform, and that's really transformed it, so it allows you to keep your transactional system in place, but risk in it with the new engagement layer. And if you can clip your university service's into that engagement layer Then you get that 360 degrees view of the student with actually out having to shift major systems, right? And, as you said, that's just money spent to lift and shift the system because there's no strategic benefit except if it will lead you to upgrade for so many universities. They're stuck with an old version of the system, either because they're customized it, or they haven't got the infrastructure to host the new version or whatever it happens to be gay. So there is a strategic benefit to be able to stay with the latest version, particularly as most good vendors are providing new features pretty regularly on the most up to date. And are any doing maintenance releases for the previous version? >> It's pretty interesting that Andrew pulled out of the of the three themes for the show. You know, tomorrow's workforce roll of the melon innovation transformation that Bell got its own its own bullet point because it is such a kind of an underlying infrastructure that drives so much value across lots of applications. And and I just found it interesting that you get kind of to retrain academic institutions in the ways of big data because it's very different than maybe the way that they you grew up thinking about data, the quantity and the way that you deal with it and how much do you have and sampling of old data versus versus all the real time flow. >> So, yes, that the next generation is autonomous and whether it's self driving cars or student advisement, we're seeing the leading edge providers provide in the education space pretty much autonomous student advising there except to the point where you go out of the mainstream. But that rep erred Good advice from bots, basically. But when you get to the real world in autonomous systems, we're going to see a real shift in even the university sector off that interact with people and the environment. If you're doing self driving cars, you're talking sub millisecond responses. So that whole world of I O. T. Plus sensing technology plus Courts Campus all coming together in the next iteration and being paralleled in the service is and maybe even the academic world, that'll probably be a bit slower, but taking the same autonomous kind of thinking and moving beyond just supplementing human human transactions. >> All right, Well, Richard Thank you for taking a few minutes. Good luck on your keynote this afternoon and we'll look forward to dig it into the paper. >> It's been a pleasure. Thank you. >> Alright, He's Richard. I'm Jeff. You're watching the cube. Where? Aws. Imagine CTU in downtown Seattle. Thanks for watching. See you next time.
SUMMARY :
AWS Imagine brought to you by Amazon Web service the practice leader for public sector for Open Richard, Great to see you. moving into the cloud has proved to be difficult, that there are lots of barriers in the way I mean, they've got to be getting with this program. And that's the transformation you see in the cloud. it, the way you budget is completely different than a big capital expenditure that you're appreciating over time. But the thing that they don't tend to do as in some of the things we're doing today is really to enable innovation to enable you to develop stuff faster, One of the most important things is to be able in the edge. So one of the things that the Enterprise has been able to benefit from is, you know, we just leave the AARP I'm not sure that that's the best model for mainstream different than maybe the way that they you grew up thinking about data, the quantity and the way that you much autonomous student advising there except to the point where you go out All right, Well, Richard Thank you for taking a few minutes. It's been a pleasure. See you next time.
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Mike Palmer & Jaspreet Singh, Druva | AWS re:Invent 2018
(upbeat electronic music) >> Live from Las Vegas, it's theCUBE covering AWS re:Invent 2018. Brought to you by Amazon Web Services, Intel, and their ecosystem partners. >> Hi everyone, welcome back to theCUBE, we're live in Las Vegas for AWS Amazon Web Services re:Invent 2018. It's the sixth year of theCUBE coverage. Two sets wall-to-wall. Day two of day four, day one of our broadcast, two more days, wall-to-wall coverage. I'm John Furrier, your host. Our next two guests are from Druva. We've got Jaspreet Singh, CUBE alumni, founder and CEO, and Mike Palmer, chief product officer from Druva. You guys are in the middle of it, welcome to theCUBE. >> Thanks very much. >> Thanks for coming on. >> Thank you. >> Good to see you guys. I want to get into it because I just had another guest on earlier. We talked about the holy trinity of infrastructure has been compute, networking, and storage, right? Those things are not, those are evolving, now they're coming together and they're changing. You get a lot of compute here, you can do more storage there, you got networking. We're expecting to hear a lot of announcements about connectivity. But the new dynamics of the infrastructure really encapsulates why cloud's been so successful. Okay great, cloud's great, DevOps, microservices. Check check check. We all love that, we believe it. But the big thing that people, I won't say be blindsided by, but aren't talking as much about is just the impact of data. Okay, you guys were out early on it, you saw the architecture in the cloud. Are people finally getting it? The cloud and data are coming together architecturally, thinking-wise, impact to customer. You guys started attacking that problem early on. What's your vibe here at re:Invent about the role of data and cloudification? >> Sure, I think if you look back and understand why cloud happened in the first place, right? So if you look at Amazon itself or AWS, it's Amazon's retail API is applied to everything IP. Where you could, we could buy and consume services on a price point across the globe as APIs. And now if you fast-forward, the right decide the compute, network is all coming together, the new realm of self serverless computing, all these turns are pioneering more and more increased data creation. Either in the data center, at the edge, or in the cloud. And unless you do something more holistic, sort of manage it, to protect it, to manage it, it's getting harder and harder to put your arms around the data growth. And cloud is a great answer to the whole data management, or the whole creation and management of data, given that the traditional systems are not very, very defined in the way data is going. Data used to be in Oracle, and VMware, and Siebel Systems, and everything else, now it's more image sensor, media text, apps which have been created. The new realm of data is very hard to put arms around with traditional routes of putting in the box in the middle of data. That's why the cloud is key to it. >> On the product side, you guys have been attacking the data. Amazon's expecting to announce here, they've done some pre-announcements, the role of consistency. It's something that we've talked about on theCUBE in our studio and at events. You guys have been on this from day one. Cloud operations on-premises, and the cloud should look the same, has to be consistent. Andy Jassy is going to be banging that drum tomorrow in his keynote. You guys have been part of AWS for a long time, your relationship. Are they getting that messaging from you guys? (chuckles) I mean, Andy, they all be in the public cloud now that he's back on-premise. So he's listening to the customers. I mean, Andy's very straight up about it. He's like, hey, I'm a big guy. I can handle the criticism. Customers want it on-premise. I'd love her when it come to the cloud, but that's what they want. >> It certainly would be flattery that they took messaging from Druva. (John laughing) And I'm not sure that-- >> But you guys have been, cover the relationship with Amazon first. How long have you guys been working with Amazon? >> We work five years now. Very good relationship with Amazon. >> And the product side is impacted in their ecosystem. How are you guys doing relative to the architecture of Amazon? >> I think we're the only natively architected solution in the market today. And so, if you saw this morning, we were right there on the board with some of the companies that have been around for decades, primarily because if you think about the generations of data protection solutions where you started with tape on mainframe, and you moved to one of the four legacy providers in the client's server space, you had another one that really popped up with VMware. Druva really owns the cloud space. And that requires, as you mentioned, a different architecture, adoption of more of an object storage model, the ability to natively store data in a file system in the cloud. That's different than what anyone has built in the past, and I think that's what the relationship with AWS is built on. >> So you think that Jassy's going on his on-premise mess-ee-mah consistently validates what you guys do? >> Without a doubt. He's gotten a lot of customers moving to AWS over the years, and some of them have some real barriers. I think AWS is doing what they always have done well. Listen to their customers, create solutions for those customers, and in the case of Druva, for example, being able to be integrated in a Snowball Edge which is unique to Druva, serving those customers, moving data to the cloud but allowing 'em local restore? Give 'em-- >> Andy Jassy announces AWS on-premise which is what we're expecting to see tomorrow. It's maybe some sort of appliance or something along those lines. We'll see what it comes out as. That's essentially the Azure stack model done right. From their premier perspective. Amazon on Amazon, Amazon on-premise, you can run it in the cloud. This sounds like a tailwind for you guys. How will that impact your business? How is Druva going to be impacted? To me, it would seem like it's just, you don't miss a beat. Sounds like it's going to be a good thing. Your thoughts. >> I think as Mike mentioned when he joined the company as well, right? The beauty of, what I didn't even realize, is that every time Amazon improves the platform, Druva is almost automatically benefited, given they're so, they really build on them. So when Amazon announced Snowball Edge, we were a launch partner with them, and third-party apps should be provision on Snowball Edge. I have a different take on the on-premise word than what the world think of. I think ultimately cloud or no cloud, it's all about helping the customer. If my understanding is correct, what Amazon is trying to do is to create a better way for customers to adapt more to public cloud, which is going deep in data center. There's a difference between doing enough on the edge to make the way for the cloud versus trying to do the legacy of going on-premise. So as Amazon creates that corridor for the option, Druva's naturally a good fit for it and part of it. >> Yeah, certainly that being cloud native with AWS is going to give you guys a good lift. Kind of a lay up question there. Let's get into the customer latency question, 'cause this has come up, expect to hear this a lot as well. Latency matters, latency certainly is a key criteria. Why the on-premise strategy? I would say Snowball, they're kickin' the tires. They did the VMware RDS deal on-premise, then so, this was not like an awakening for Amazon, they were going down that road. A little bit more deeper. What is the impact to customers, in you guys' opinion, of the move from Amazon? What's your thoughts? How deep in the enterprise does it go? How will this impact cloud migration? Is it going to change lift-and-shift to be more of a container strategy where you containerize it, then shift it? Some will not shift? What's your thoughts on the impact of cloud on-premise? >> So, I think there's three kinds of clouds. One is where you're trying to build any new applications in cloud which is where mostly Amazon comes in. Second is you can build a pre-made SaaS application. And third is the lift-and-shift. They're trying to still keep it tied to the data center, and putting some local in the cloud. And the third category is where latency matters. And just like virtualization, the last critical app to be virtualized was Exchange and SQL, right? When Exchange got virtualized, the data center opened the door, right? >> Yeah. >> The last critical app left in the way for major clouded option is, seems like Oracle. So which is where our RDS on-premise announced, which is where latency becomes key if you have to adopt some of those financial applications being built in the cloud where hyper-critical latency or uptime is needed. So that's a last hinge for some of the large enterprises to see more clouded option. >> Mike, talk about the product innovations. So people that don't know Druva, they see a lot of hype out there in this market. A lot of advertising, a lot of funding, venture-backed funding, you guys are startup. Pretty competitive. Where are you guys winning? What are the key innovations in the product that you guys have? Take a minute to explain your key value for your customers. >> Well, the first thing I think we want our customers to remember is if you're moving your workloads into an Amazon environment, or you're adopting cloud, we're the only natively architected solution. So just like you would have bought, a competitor for example in the VMware space, you're going to buy Druva because of its advantages to scale with Amazon in terms of its compute, to be able to allow you to tier into the various storage options that they create almost on a quarterly basis for you. But beyond all the infrastructure basics, we are converging services that otherwise were separate silos on-premises. So if you are a customer of one of the legacy providers, and you needed eDiscovery, you bought an eDiscovery product. You needed archive? You bought an archive product. You got backup, you bought backup product. The beauty of having a file system in the cloud is you can buy all of those operations against a single object store. So the definition's changing, we're offering that advantage. >> And one more point to it is also the go-to-market strategy. You saw David McCann this morning talk about Marketplace and how it's going to reshape the selling motion for them. And he mentioned Druva as the key Marketplace partner. With also tooling, or retooling the go-to-market motion of how customers wants to best buy a SaaS service and not a hardware, software model, impacting the real agility and time to market for businesses. >> Are you guys in the Marketplace? >> Absolutely. >> Yeah. >> You guys are on to something really big here and I think it's not well understood, the industry yet. I want to just think out loud for a minute. You mentioned that I got to buy eDiscovery, siloed app. 'Cause that's the old way. I mean, cloud's kind of a horizontally scalable fabric. Some of the best solutions aren't pure plays. So you guys are I think the first company of its kind that kind of is not in a category. I mean, I see how you want to be in a category. Gartner has the Magic Quadrant, backup and recovery, okay. You got to be in some and you win that one, you get some good marks on that. But cloud is more, it helps, maybe it could be leading backup and recovery, but it's not a solution for that. Just delivers value that happens to be for backup and recovery, powered by software. >> That's right. >> So this is the cloud dynamic of having the kind of scale. This is a whole new paradigm of software development. Your reaction to that, do you agree? >> Tell-- >> I totally agree. And I think you hit on two very important points. You know, one is data is a platform in the cloud, now it's a surface that you can operate on. You can add services, you can integrate with ecosystem services. Not everything is going to come from Druva. But unlike competitors, when you are with Druva, we are going to enable you to work with those providers. I think the second one, and the one, personally having come from an ISV environment, is this. If I have a great idea today, 65% of my customers wouldn't be in production with my idea for 2 1/2 years. >> Yeah, the time. >> That model's gone. If Amazon announces a service today as Jaspreet mentions, we want our customers to be taking advantage of that with their data today. >> Talk about the impact of the ecosystem that you guys are seeing, just thoughts on the industry. Jaspreet, you seem to have been around them. You've seen the movie a few times. What's coming? Because if these net-new workloads, again, you're going to hear Andy Jassy talk about this on the keynote tomorrow, new net-new workloads. AI's being powered, ML is being powered by compute availability. So that changes that industry. Kind of a slow, stuck in the mud for 20 years AI. You see Lumi's been around for not new science. But with compute, new magic happens. This the dynamic. What's your thoughts on the ecosystem. Those old solutions are going to die. There's going to be winners and losers. Who are the winners and who are the loser? >> I think the time will say how people take on the challenges. We believe that three core changes coming to cloud. One is serverless computing. In a big way. To drive the cost down of computing dramatically. And also converge the whole networking storage compute in a single mine center. Second is machine learning, or what in Druva we call AI of Things. How machine learning will be like mobility of 10 years ago to impact almost every single piece of software to make it smarter. >> Machine learning first is going to be a new trend. >> Exactly. >> We just called it right now on theCube. ML first. (Mike chuckling) >> And then the third trend is going to be around the nature of enterprise to analyze content. The whole Spark, or Kafka, or, the entire availability of metadata on your fingertips to sort of mine information, the available data, data on the platform, is going to be a predominant thing in the future. So put them together, the possibilities are limitless. You have a data platform which you can mine more cost effectively to the serverless, and be a lot more effective through machine learning. >> I think you guys are a data platform without a doubt. You're not backup and recovery. It's just one of the things you happen to do. And you need a category to start with. I mean, this is a data platform. And you're seeing that all over the place. I just saw a presentation from the FBI, counter-terrorism, they just can't put the puzzles together fast enough on these investigations 'cause the databases are everywhere. So just latency, talk about time to value, just ridiculous. Bad guys are winning. IT is going through the same thing. >> I think software in general has moved away from proprietary and more toward open standards, and so you're going to look for solutions that enable an ecosystem, that don't lock you into a container for one purpose, and we're taking a hold of that trend. >> Alright, guys, real quick, we going to end this segment. What's going on with Druva? Quick plug. How many people? What's on the roadmap? Where's the new innovation, where's the disruption coming? >> You take that? >> Roadmap, 600 people and growing. And the company was just an exciting place to be. Jaspreet mentions one of the most important things. Customer's think about three things. How much does it cost me? It it reducing my risk, or making me more agile? And we're focused on all three. You'll see us, serverless architecture's going to continue to reduce costs. Adopting Amazon storage tiers is going to help our customers reduce costs. From the making them better point of view, you're going to see more eDiscovery, legal hold, performance is going to improve, integration with premises, we got a lot going on at Druva. >> Lambda is so much faster than spitting up an instance, that's for sure. >> That's right, that's right. >> Your thoughts, final word. >> I think data science and machine learning is a big core focus of Druva. I think we have over 100 petabyte in management today. About, as he said, about 600 employees and growing very, very rapidly. How we monetize this 100 petabyte with the cloud through us, with customers, know how our knowledge is a big focus area for us. And also the data born in the cloud. The focus has shifted to your point of newer clouds. How do we tackle the new world clouds? Born in the cloud, born outside the core center of data center, and tackling those. A big focus for us going into next year. >> Congratulations, guys. Jaspreet, I know as founder it's always hard to stand up a company. You guys are doing well, congratulations. You got the right architecture, you got the right product roadmap. Congratulations, I'm looking forward to hearing more. Cloudification, new workloads, scale. This is the new buzzwords around competitive advantage and value. It's theCUBE bringing you all the coverage here from re:Invent. Stay with us for more after this short break. (futuristic beep) (futuristic electronic music)
SUMMARY :
Brought to you by Amazon Web Services, You guys are in the middle is just the impact of data. in the box in the middle of data. and the cloud should look the that they took messaging from Druva. cover the relationship with Amazon first. Very good relationship with Amazon. And the product side is the ability to natively store data and in the case of Druva, for example, How is Druva going to be impacted? on the edge to make the way for the cloud What is the impact to and putting some local in the cloud. being built in the cloud What are the key to be able to allow you to tier also the go-to-market strategy. Some of the best solutions of having the kind of scale. And I think you hit on to be taking advantage Talk about the impact of the ecosystem And also converge the whole is going to be a new trend. We just called it is going to be a predominant It's just one of the that don't lock you into a What's on the roadmap? And the company was just Lambda is so much faster And also the data born in the cloud. This is the new buzzwords
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Mike Palmer, Veritas | Vertias Vision 2017
>> Announcer: Live, from Las Vegas, it's The Cube! Covering Veritas Vision 2017. Brought to you by Veritas. >> Welcome back to the Aria Hotel in Las Vegas, everybody. We are covering Veritas Vision 2017, and this is The Cube, the leader in live tech coverage. My name is Dave Vellante, with Stu Miniman and Mike Palmer is here, he's the Executive Vice President and Chief Product Officer at Veritas. Mike, thanks for coming to The Cube. >> Thank you for having me here. >> Great keynote, yesterday. We see hundreds, if not thousands of these discussions, and talking head presentations, and yours was hilarious. Let's set up for the people who didn't see it, yesterday. Mike gets up there, and he's talking about the, there's a video that's playing about the end of the world. And the basic theme is that you didn't take care of your data, and now the world's coming to an end. Las Vegas was in shambles, and there were waterfalls running through the hotels, drones attacking people, and then you picked it up from there and then took it into, just a really funny soliloquy. But, where'd you come up with that idea? And, how do you think, I thought it went great, but how did you feel afterwards? >> Well, I can take only partial credit. I have an amazing creative team, and when you work at a company that's been doing, you know, large-scale enterprise data-center stuff, we know that part of our obligation for our audience is kind of making it more palpable for them, making it feel a little bit more, bringing the emotion to it. So we want to have a little bit of excitement in there. But at the same time, we have a real message, you know, and hopefully that came across, too. >> It did, and then, you know, but again, a lot of good humor, the megabytes, gigabytes, you know, up to zetabytes, yadabytes, Mike Tyson-bytes, on and on and on. (laughing) Very clever, so congratulations on that... >> Mike: Oh, thanks! >> We really enjoyed it. Mixed things up a little bit. So, and again, very transparent. We talked about the UX, not the best. You're not happy with it. >> Mike: Right. >> And again, very transparent about that, I think that's a theme of many successful companies, today. But, so, let's start with, sort of, what does it take as the Chief Product Officer, to transform a company from somebody who's been around since 1983, into a modern, you know, cloud-like, hyper-scale, you know, set of service and software offerings. >> That's a big question, but I can tell you the first thing that it takes, the most important thing that it takes, is the best engineering team in the world. You can do a lot of things around the outside, we need to fix our UX, we know that, often considered that to be the kitchens and bathrooms of our house remodel. But if your foundation's broken, if your framing isn't there, you really don't have much of an asset to put on the market. We have a great engineering team, we are releasing products at a velocity that is incomparable in the enterprise ISV space, and we're super proud of that. So I think that's the number one thing. I think number two is the other thing, that we're the envy of the industry, for, and that is, an amazing install-base of customers. Very hard to name a fortune 2000 company that isn't a significant customer of Veritas, so we have a great basis to collaborate and innovate. You know, the rest, we know we have some work to do as we bring it into the modern age. You know, we talked a lot about the fact that workloads are changing in data centers, architectures are changing, we're establishing new partnerships with some of the sponsors that you see here today, like Microsoft, like Google, like IBM, and Oracle, and others. And, you know, it takes a village and they're helping us move into the next 10 years. >> Stu: You know, Mike, talk a little bit about the transition from, you know, software that lived on servers, to now, well, cloud is just isn't somebody else's servers, I think, is the word for that. >> Mike: Right. >> You know, it definitely, we've talked many times this week, you know, Veritas was software-defined before there was such a thing, used to be the FUD from the traditional players, that it was like, oh, you can't trust stuff like that, and now, of course, they're all software-defined and, you know, talking about that, too, so, what does that mean, going to kind of, being completely agnostic, for where things lived, and some of the intricacies of trying to work with, you know, some of the big and small cloud-players? >> A lot of questions in there, and I think David Noy, who I know you guys are going to talk to later, is going to talk a bit more specifically about this, but one of the first things you have to keep in mind, is if you're building software to be software-defined, then you have to build it without considering the hardware platform that you may deliver it on. And I think that's where some of our competitors get it wrong, they can say that they're software-defined, but the litmus test is, can I really pick up this software without modification, and go run it in one of those hyper-scalers? Or put it on one of the white boxes that I went into the market and procured and integrated myself? Veritas has been doing that for a long time. In fact, if you really look at Veritas's core, we're an integrator. We've been an integrator of applications, through the protection space, in our file-system and our info-scale technologies, we are integrators of operating systems, when you look at hyper-scalers, they're just the next operating system. Someone else's hardware, as you said. So we look to protect our customers in terms of their choices, make flexibility a real part of the multi-cloud architecture they're putting together, still doing the things we do well with protection, and ultimately layer on that last little bit when we're talking software-defined and that is not just focus on the infrastructure, but really aspire to this, how do I better manage data and get value from data? >> You know, Mike, I want to dig one level deeper on that. So, the cloud providers, it's all well and good to say, yeah, I'm agnostic, but each of them have their own little nuances. It's, at least today, it's not like, oh, I choose today to wake up and this one has cheaper prices, and it's not a commodity, it's not a utility, and each one of them have services that they want you to integrate with, have to have deeper, how do you balance that, you know, integration, how much work's done, where the customers are pulling you, how does that product portfolio get put together? >> That's an excellent question and I will be fully honest, that a year ago we thought about the answer to that question very differently than we do today. You know, a year ago, I think we were somewhat naive, and thought, hey, we're going to throw a thin layer of capability on top of the clouds, and in effect commoditize them ourselves, and hope our customers just move around as if there were no underlying services. And obviously if you're a cloud-provider, that is not an approach that you're a big fan of. (laughing) And frankly, it's a disservice to the customers, because they are building some really valuable services, and they are differentiating themselves. Our approach has changed, our approach today is a very deep-level integration with each cloud provider, and the specialization they're bringing to the market, without sacrificing the portability, without sacrificing the built-in protections that the cloud providers aren't putting on their platforms and don't want to put on their platforms. And again going back to this idea of data, ultimately, if it's someone else's hardware, in effect, in some cases, someone else's application, it's always your data, and how we are servicing that data is really the key. >> So, that's really hard work. In a lot of cases, you have to interface with very low-level, primitive APIs from the cloud service providers. How do you, sort of, balance your resources, or a portion of your resources, between doing that, because you guys, I call it the compatibility matrix, all kinds of data stores, all kinds of clouds, every one of those is engineering resources. And it seems that's a key part of your strategy, but you got to be sacrificing something, which is maybe, you know, the next widget on your existing products. How do you think about proportioning those? >> You know, at Veritas, in a way, the emergence of the cloud ecosystem actually improves that situation for us. We're carrying 30 years of operating systems that have come and gone, that have incremented versions, and our customers often strand or isolate single examples of those boxes, from 20 years ago that they expect us to test all of our software against, on their behalf. (laughing) For example, right, and so when you look at where we are today, there are five or 10 cloud providers, versus hundreds of operating system versions, and application, we have no problem supporting the proliferation in cloud, we actually welcome the ability to support those... >> Stu: You're much happier with the one version of AJUR, as opposed to the old Patch Monday. >> Exactly right, and you know, they upgrade the whole thing at once... >> Yeah. >> They issue a couple new services, and we adapt 'em, no problem. >> Am I thinking about it the wrong way? Because, while that's true, and I understand that, but within an individual cloud, you could have 15 data services. I think about AWS data services, their data pipeline is increasingly complex, so. Doesn't that complexity scale in a different direction? >> Mike: It scales differently for sure, but I would give a lot of credit to the cloud providers, because they're taking a lot of the regression testing that we used to have to do, for example, with application providers and operating system providers who didn't think about us when they were building their products. The cloud providers take accountability for regression testing all of the things that they release to their customers. So when we adopt an API, we're fully confident that that API works in the context of that cloud environment. So that's off our plate. It really isolates the need for us to simply test that API against our environment. >> Dave: OK, so much more stable and predictable environment for you. I want to ask you, I've heard the term modern data protection a lot, what is modern data protection? Everyone wants to be next-gen, how do you define modern data protection? >> Mike: And this is something we're super passionate about, because our industry has been around for quite a long time, and you get terms thrown out there, like legacy or modern, and everyone's fighting for brand recognition, and kind of, end of the growth spaces in the market. For us, it actually is very simple. We recognize that there are a lot of different techniques to protect data, we think of these protection schemes like lots of different insurance policies, and lots of different tools in your toolbox. Where Veritas is going to win, and continues to win, is that we can offer our customers all of those techniques. We're not trying to convince them that one technique is so much more special than another one, that they need to diversify and create complexity in their environment, so we talk about modern data protection as the ability to choose snapshots, or back-ups, or copy data management, or workload migration, in the future there will be other ways to do this: continuous data protection, or scale-out platforms for cloud providers. These are just techniques inside of a Veritas portfolio, as opposed to stand-alone companies that create complexity for our customers. So, modernization is choice. >> Dave: OK, so you have this awesome install-base. Bill Coleman said to us yesterday, in response to a similar but related question, that it's ours to lose. And the question that we have is, as you look at that install base, you got to get them onto this modern data platform. How do you do that? Do you write some abstraction layer? You talked about that thin layer in the cloud, you must have thought about doing that. Is that what you're doing? How is that going? What does that journey look like? >> Mike: You know, that is one of the most fundamental strategy questions for Veritas. And one of the things we recognized early on, is that while we do have an amazing install base of customers, and those customers are hyper-scaled themselves, you're talking about customers with tens of thousands of servers running our software, both on the storage and the protection site, so the thing that we cannot ask them to do is continuously upgrade their environment to take advantage of new features. We will put out one-to-two major releases of our software, particularly on a protection side, annually. But we're innovating at a far greater pace than that, so we've made some conscious choices to create new architectures for our customer that are workload-specific, so Cloud Point, being a great example, coming out in July, our Object Store announcements, underpinning our next generation protection solutions. So they have modern storage capabilities, our second example. But pulling them together is where only Veritas can offer a customer a complete catalog of that data. So, combining your net back-up catalog with Cloud Point, for example, with your storage, with what you've put into cloud, provides a customer, for the first time, kind of a complete view of the secondary estate. And so, as long as we get that right, we don't have to upgrade, we don't have to seed, what we have to do is enable our customers, through simple adoption of new tools, provide that visibility over the top, and I think that they'll be good to go. >> So that's kind of like a, I think of a term, backward compatibility, is essentially what you're providing for your install base, is that right? >> Mike: That's exactly right. Providing, and this is where API-based infrastructure and service-driven architectures help us a lot. We don't have to fully instantiate a code-base every time that we want to offer a service to a customer. >> Dave: There aren't many independent, in fact there aren't any independent, is one, two-and-a-half billion dollar software companies in your space, but there are many emerging guys, who are getting a lot of attention, well-funded, some, you know, hitting that kind of, 100 million dollar revenue mark, at least it appears that way. How do you look at those guys? What do you learn from them? You know, Branson said today, you know, you learn by listening and watching, in this case. You're watching the market, obviously, what are you seeing there, it's the hottest space in the infrastructure market right now, is your space and security. Are the two, you know, smoking hot spaces. What are you observing, and what are you learning? >> And I think the direct answer to your question is probably the user. You know, and I think that's the lesson of the industry even over the last 15 years, is that when a new workload arises, it's creating a new user inside the enterprise IT department. And that user often gets to determine all of the services that they need to make themselves successful. If that is a cloud workload, and they need availability services, or they need protection services, they want that to integrate in the same place that they buy in provision their cloud workload. If it's a container workload it's the same. We saw the rise of some of our competitors that got to multi-hundred million dollar revenue streams, by focusing on a single user, and a single type of transaction, with a single type of interface. And Veritas kind of lost its way, I think, a little bit, back in that time. So what we are watching today, is who are our users? What workloads are emerging? What sort of interfaces do we need to develop for those users? Which is why we made our UX statements as strongly as we did. We're committed to those. That is going to be the future of Veritas, it's serving the broadening user-base inside of enterprise. >> Dave: You're seeing a lot of discussion in the industry around design thinking, I know we're out of time, here, but, you know, you see companies, like, for instance, Charles Phillips's company, Infor, bought a company called Hook and Loop, and they're all about design, and, how is design thinking fitting into your, sort of, UX/UI plans? >> I mean, the parlance that we use internally is jobs to be done. Right, we clearly want to create a very consistent user experience, and look and feel, we want our customers to be proud to be Veritas customers. But we have to be super cognizant of, what is the job they're trying to get accomplished? And allow the system to be designed around accommodating that. If that is, I want three workflows in three steps or less, can I do that? It could be, I have a very complicated job and I want the ability to control very granular things, do I have an interface to do that? So, if we know the user and the job to be done, we can create a consistent look and feel, I think that we are, we're going to not only ride the wave, of change inside of our particular industry, but I think we're going to wind up in a consolidation space where we're a big winner. >> All right, last question, the bumper sticker on Vision 2017, as the trucks are pulling away from the area, what's the bumper sticker? >> Mike: Secondary data is your most under-utilized asset, and a platform provider is what you need to take advantage of it. >> Dave: All right, Mike, thanks very much for coming to The Cube. Congratulations, and good luck. >> Thank you for having me. >> All right, you're welcome, keep right there, buddy, Stu and I will be back with our next guest. The Cube, live we're live from Veritas Vision 2017. Be right back.
SUMMARY :
Brought to you by Veritas. is here, he's the Executive Vice President And the basic theme is that you didn't take care But at the same time, we have a real message, you know, the megabytes, gigabytes, you know, up to zetabytes, We talked about the UX, not the best. as the Chief Product Officer, to transform a company You know, the rest, we know we have some work to do the transition from, you know, software that lived but one of the first things you have to keep in mind, how do you balance that, you know, integration, and the specialization they're bringing to the market, In a lot of cases, you have to interface the ability to support those... of AJUR, as opposed to the old Patch Monday. Exactly right, and you know, they upgrade the whole and we adapt 'em, no problem. you could have 15 data services. that they release to their customers. how do you define modern data protection? as the ability to choose snapshots, or back-ups, And the question that we have is, Mike: You know, that is one of the most We don't have to fully instantiate a code-base Are the two, you know, smoking hot spaces. all of the services that they need And allow the system to be designed and a platform provider is what you need for coming to The Cube. Stu and I will be back with our next guest.
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Ruya Atac-Barrett, Dell EMC & Mark Wiseley, Palmer Chiropractic College | VMworld 2017
>> Announcer: Live from Las Vegas, it's theCUBE covering VMworld 2017 brought to you by VMware and its ecosystem partners. >> Hi, welcome back to theCUBE live from VMworld day one, really exciting day that we're having so far. I'm Lisa Martin with my co-host Dave Vellante and we're joined by a CUBE alumni and a new CUBE guest. Welcome back to theCUBE Ruya Barrett, Senior Director of Product Marketing at Dell EMC. >> Thank you, thanks for having me. >> Good to have you here and we also want to welcome Mark Wiseley, the CIO of Palmer Chiropractic College, welcome to theCUBE. >> Thank you, it's great to be here. >> It's great to have you guys. So one of the things we were talking about before we went live is backup. Is backup back? Is backup sexy again? It's hot, why is backup so hot, Ruya? >> Oh my god, yeah, it is. I started years ago and I was in data protection and got forward 20 years, it's back in data protection. It's hotter than ever. In the last six years, I think there's been over 5 billion dollars invested in this space whether from venture capital or big companies and it's hot because of what's happening in the customer's environment. We see a huge restructuring of data centers. So before data used to be in a couple of locations that we called data center and now it's really much more about centers of data, data is moving out of the four walls, moving closer to where decision making is which is with the business, out in the geos so it's moving to the edge and also just cloud. Cloud is really - and cloud deployments are really reshaping where customer's data is so now that data's no longer in a building. How do you secure it? How do you protect it? Where is it? Who owns it? Those are becoming more and more prevalent questions. So that's why backup is sexier than ever. >> So is that what's - What are the drivers for you in terms of your backup? I mean, what keeps you up at night? You wake up in the morning, what are you thinking about in the backup context? >> Well, for us, you know, it's really about not having to think about it, you know, making sure you've got a solid solution that's there to backup that data and make sure it's available when you need it and where you need it and the Dell EMC product we put in place gave us that opportunity where we can backup our servers, our desktops, our laptops, it doesn't matter whether they're offsite or onsite. They can be anywhere, it gets backed up quickly and it doesn't interfere with what they're doing. Users don't want to be interrupted with a backup and have to sit there and wait for it so it's been a great solution for us. >> So Mark, you've been - You've got over 20 years experience in the industry. You've been a CIO at Palmer for nearly two years now. One of the things that I read about you is that you're attracted to neglected IT systems. I imagine you saw a tremendous amount of opportunity but we talked about kind of bringing sexy back with state of protection but you were instrumental in kind of changing the IT direction at Palmer back to Dell EMC, tell us a little about that and why that was so important to you as the leader of IT there. >> Well, when I came into Palmer, we had a number of different issues. Everything from performance to backup windows that we couldn't hit. We were still using tape backup. There was a number of different issues and so we really needed a platform that would be able to come in and solve all those issues and also do it as quickly as possible so we put in a Dell EMC VxBlock which allowed us to, I kind of look at it as a data center in a box type of thing, I mean it solved our networking issues and our backup issues and then because we have multiple sites, we were able to actually back up our data and replicate it to some of our other data centers across the US so it was just a perfect solution for us and then one of the real nice things is when we actually put that product in Dell EMC came in and helped us to implement it and within three days of them arriving we were actually running production workloads on that system so it worked out great for us. >> You know, that reminds me, so Ruya, I've asked this of some of your colleagues, backup forever has been a bolt on and the VxBlock triggered something in my mind, I remember the original Vblock. I remember it said, oh no, Serves up 5,000 vms and my first thought was how do you back that up? And there wasn't and integrated answer. This is a long, long time ago. There is today. >> Ruya: Yeah, absolutely. >> Maybe talk about the philosophy of backup as a core component of a deployment and what you guys specifically have done there. >> Absolutely, we actually today had a really exciting announcement that would really be under what I would call more of a transformational approach to data protection and really the move that we see is it used to be that backup used to be kind of an afterthought, something that you roll out your applications and you're like oh yeah, we have to protect them and figure out what you're going to do and implement what you need from an infrastructure standpoint. We're really seeing a much more of a move to a source-based data protection so we're building data protection capabilities in directly to the applications so today we announced data protection suite for applications and a whole new version of it which really enables the native UIs that the database administrators are using to protect their own workloads and this source-based data protection is going to be more and more critical especially as data is moving closer and closer to where it's getting created so you need to protect it at the source not in the background, not as an afterthought. We also are seeing convergence which is your question around the VxRail. We have integrated data protection now built into VxRail deployments and we've had it for a couple of years now and this year at Dell EMC World, we introduced IDPA, Integrated Data Protection Appliance. Again, bringing all the components that a customer would need, integrated data protection storage, integrated data protection software, into an appliance model so it's all about simplicity, just making it easier for customers to be able to deploy. >> So Mark, you're obviously a VMware customer and as a VMware customer, your backup has sort of been subservient to the VMware momentum. You remember the ascendancy of VMware totally changed your backup requirement. You get less physical servers, backup was very consumptive of resources so you had to think about that. Fast forward, now this whole cloud world, what are you doing in cloud? How is it effecting your backup strategy, specifically? >> So we're looking at, you know, the cloud is one of the areas where obviously we're exploring opportunities. One of the reasons that we put in the VxBlock and the data domain and the data protection suite was really to set us up to be able to make that transition into the cloud simpler. You know, now we have the tools in place so we can decide when we need to move it to the cloud, what data do you need to move in the cloud, where do we need that data to be and it just gives us lots of opportunities and lots of options so >> So let me take that one step further, let's define cloud a little differently, not just as a place you put data but as I want to bring a model to the data wherever the data lives so it's self-service and it's automation and all those things you associated with cloud maybe bringing that on prem or putting it in the cloud. Is that something that as an IT practitioner, you see as viable or is the cloud no, no, it's in Amazon or Google or some other external location? Are you trying to bring that cloud model to the business? >> Yeah, I think as we look at the cloud, I think a lot of it is just options. Figuring out which option or which model or which provider you're going to utilize both from a cost perspective as well as regulatory compliance pieces come into play so you know as we look at cloud, we look at kind of what we've put on site as kind of a private cloud or a cloud in a box type thing and it just opens up lots of different opportunities for utilizing Amazon or Azure or whatever that is. >> So one of the things that I wanted to ask you Mark is really about, you know, Palmer School of Chiropractor was chartered in 1907. >> Mark: 1897. >> Right and then I think I saw that it was chartered, maybe a different name in the early 1900's. >> Mark: Yep. >> It's been around for a very long time so you know, as we see people moving from virtualization to cloud, we're seeing certifications change, you've seen a lot of evolution in data protection Ruya. What's the evolution from an education perspective or maybe even a cultural perspective at Palmer, an organization that's been around for well over 100 years. What's the shift that you have maybe driven within your IT experts to improve their education to remain at Palmer and to help you attract new talent as technologies evolve? >> Well, I think, you know, one of the reasons that Palmer decided to really look at IT, we're kind of the trusted leader in Chiropractic, the founder of Chiropractic and they really wanted to up their game. We're a higher ed institution so most of our students come from large universities and they're used to a lot of technology and instant on and all these different things and so we really wanted to make sure that we could provide an experience for them that gave them that instant on as well as there's a lot of online experiences after you graduate, you know, there's a lot of CEUs and things that they need to come back for and so we're starting to build some of our online programs to give them the opportunities without them having to come on site for everything so it just opens up a whole world of opportunity. >> I had one last question for you Mark, it's the why Dell EMC question, I mean, you've got a lot of options out there, we've talked about all this investment going in, why Dell EMC? What's attractive to them? And a two part question. What's on their to-do list in your view? >> Well I think the thing with the Dell EMC is it really was the one company that gave us everything that we needed. You know, it gave us that full solution, covered all of our issues, everything from performance with the servers and network and data backups and recovery. It just gave us everything that we needed and it was one solution from one vendor so if we do have support issues, we have one vendor to reach out to. We don't have three different vendors or having vendors fighting with each other. It's one solution, one vendor for support, and it just gave us everything that we needed. >> Excellent. Well, Ruya, I heard you say that at Dell EMC World on theCUBE moving from data centers to centers of data. Pat Gelsinger may have gotten that from you, he said that on stage this morning. >> Ruya: I don't know, you heard it first. >> As things are evolving, we thank you for sharing your insights. It sounds like there's a lot of opportunity. Same thing at Palmer, congratulations on the evolution that you have helped >> Thank you. >> To charter there and we want to thank you both taking the time to chat with Dave and myself this afternoon. >> Ruya: Thank you so much. Nice seeing you guys. >> And for our guests and my co-host Dave Vellante, you're watching theCUBE live from VMworld 2017 day one. Stick around, we'll be right back.
SUMMARY :
covering VMworld 2017 brought to you by really exciting day that we're having so far. Good to have you here and we also want to welcome So one of the things we were talking about How do you secure it? not having to think about it, you know, One of the things that I read about you is that that we couldn't hit. how do you back that up? what you guys specifically have done there. really the move that we see is it used to be what are you doing in cloud? One of the reasons that we put in the VxBlock not just as a place you put data but as so you know as we look at cloud, So one of the things that I wanted to ask you Mark Right and then I think I saw that it was chartered, What's the shift that you have maybe driven a lot of CEUs and things that they need to come back for I had one last question for you Mark, it just gave us everything that we needed. Well, Ruya, I heard you say that at Dell EMC World the evolution that you have helped To charter there and we want to thank you both Ruya: Thank you so much. And for our guests and my co-host Dave Vellante,
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Ed Palmer, Winslow Technology Group | WTG & Dell EMC Users Group
>> I'm Stu Miniman With The Cube. Joined here by Ed Palmer who's the COO of Winslow Technology Group. We're at their Dell EMC User Group. Ed Thanks so much for joining me. >> Thank you. >> Alright so Ed, we talked to Scott earlier and Scott gave us a lot on the history of the company. You recently joined Winslow Technology Group, >> I did >> but you have history with Scott. So, tell us a little bit about your background and what brought you over to WTG. >> Sure, so as Scott may have told you we worked together earlier in our career and I was a System Engineer. He was the Account Exec. We worked very effectively together. And we've reunited later in our careers. >> Alright and tell us a little bit about your role as a COO. You were an SE, I believe that's a part of what you have in your work. >> Yes So, the way we've defined my role. I have responsibility for sales operations, for professional services, solutions architecture, and marketing. >> Alright, so luckily things aren't changin' that much in the industry at all. Wait do you know, do the companies you're working with they haven't open acquired since you came on board right? So what is this, the pace of change and the breadth and depth of what's happening in the industry, how does that impact your organization? >> Great question. So Obviously the industry is changing all the time. It's a very dynamic industry. And obviously that has an impact on our operational effectiveness. So one of the things I'm interested in is how do we streamline operations? How do we work more effectively with our partners? How do we fully maximize the partner programs and fully leverage all of the eccentrics? >> Yeah, gosh, I have to think. We were talking to Jeremy Burton earlier and said you know you don't want to do five year planning. You can maybe do two year planning. And really it needs to be much more on a granular level. Every company they're dealing with they have different financial years. Their incentive plans change all the time. What's kind of the north star for your team? How do they make sure they kind of have a steady push on things but are flexible and can act with the changes that happen? >> Sure. So let me start by saying the Winslow Team has experienced phenomenal growth over the past three to five years. And we're looking to continuing to extend that growth over the next three to five years. What we do is we put together business plans and we put together plans by partner. And to your point, those plans are forward looking, but they're also broken out by quarter. So we're actually quarterly driven and we drive our demand generation activities around those plans. >> Alright Ed, talk about the skill set and how do you keep up with training for the organization? >> That's a great question. So as a Dell EMC Titanium Partner, it is quite a challenge to keep up with all of the training certification requirements. We actually got a jump on it earlier this year and we've defined our entire training plan for the year. In fact, I would say we're about 80% complete with those plans. They do require a lot of time, but they're important to maintaining titanium level. >> Yeah, So, there's the requirements that you have from your partners, but then, Winslow Technology Group usually is pretty early on a lot of technologies. Scott in his opening remarks this morning, talked about Compellent, Hyper-Converged, Hybrid Cloud, being some of the early edges. How does your organization play a part of that and how do you kind of do the communication with the field and the customers to know not only what to jump on but how to get your whole team embracing and pushing those items? >> Sure. So what we like to say is we are not trying to be all things to all customers. And I would say we are differentiated with our approach. So what we look to do is define game-changing technologies. You may have heard Scott talk about that. And what we look to do is provide deep expertise in those technologies. So that drives our training certification plan and we're looking to fully develop our Pre-sales Solution Architects and Post-Sales Professional Services Consultants to be experts in those technologies. >> Alright and I'm curious Ed, What's your hiring plan like? Where do you find good people? How do you maintain and keep some great people? >> Sure. Most of it, quite frankly, is through word of mouth through our employees. And I would say the majority of our employee base are through referrals. So that's typically how we're finding great people. >> Alright. We've talked earlier about how there's no shortage of change going on there. What's exciting you about what's happening in the industry and anything that concerns you about what's happening? >> Well we've talked about the dynamic nature of the industry, the constant change. I think what's really exciting is the whole move to Hyper-Converged. We've seen a lot of interest in Hyper-Converged Solutions. The move to Cloud obviously. We've seen a lot of interest in point technologies like software-defined data center, software-defined networking, and I think what's exciting for us is working with our breadth of partners to really understand how those technologies and solutions address the business needs of our customers. >> Alright, Ed want to give you the final word. What were you hoping to gain and when you come into this event and as you look at the customers, what are you hoping that they take away from this event? >> Sure, for me personally, this is my first Winslow Users Group Event. I think it's phenomenal. And I think for our customers it's an opportunity to be exposed to the technology, to ask questions of our subject matter experts, and I think come away from the event thinking about how the technology can be implemented in their environment to maximize their business. >> Alright, well, Ed Palmer, welcome to your first event. It's our first time here. Thank you so much for having us. We'll be back with more coverage here from the WTG Dell EMC User Group. You're watching The Cube.
SUMMARY :
Ed Thanks so much for joining me. and Scott gave us a lot on the history of the company. and what brought you over to WTG. Sure, so as Scott may have told you I believe that's a part of what you have in your work. So, the way we've defined my role. and the breadth and depth and fully leverage all of the eccentrics? and said you know you don't want to do five year planning. over the past three to five years. and we've defined our entire training plan for the year. and how do you kind of do the communication and we're looking to fully develop And I would say the majority of our employee base in the industry and anything that concerns you and I think what's exciting for us and as you look at the customers, and I think come away from the event Thank you so much for having us.
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Julia Palmer, Gartner - Nutanix .NEXTconf 2017 - #NEXTconf - #theCUBE
(upbeat music) >> Narrator: Live from Washington D.C. It's the Cube. Covering .NEXT Conference. Brought to you by Nutanix. >> Welcome back to .NEXT in D.C. everybody. My name is Dave Vellante and I'm with my co-host Stewart Miniman. This is the Cube, the leader in live tech coverage. We go out to the events and extract a signal from the know as we hear it. .NEXT, Nutanix's customer event. Two days of wall to wall coverage. Julia Palmer is here. She's a research director at Gartner. My new best friend. (laughs) Great to see you again. We had a great dinner last night. I really enjoyed the conversation. Thanks for coming on the Cube. >> Oh, my pleasure. >> So, it's a good little event here. Lot of excitement. But what's your take? You are a former practitioner, now an analyist. You were in the heart of technology at GoDaddy. You really know the market, the products. What do you make of what's going on here at .NEXT? >> You know when hyper convergence first emerged it was all about saving money. It was all about going from infrastructure that was maybe too complex and too expensive to something that maybe, based on commodity will bring lower acquisition costs. But this not the story today at all. That's what, I think my IT leaders are telling me. They're not going after acquisition costs. They're not looking at things and just comparing by the capex. They're looking at the bigger picture and how will this technology will help them to enable business. So that's I think a the biggest difference now. Going from something as simple as, is it going to to be more expensive? Less expensive? To how will it move the needle to my enterprise, to my organization? >> Dave: So that's certainly the messaging that you're hearing from, from Nutanix. As a practitioner, do you buy that? Do you believe that they're more than just an infrastructure company? That they are a transformative force in the industry. >> Julia: Yeah, I hear a lot, you know. I moderated a panel today with three customers and one of them said, you know, I'm in the health care business. I'm here to save lives. I'm not here to reinvent my own hyper converge infrastructures. So, he wants to focus on what's important for his end users. And he wants to stop manage (mumbles). That's just not a focus. And I hear it over and over again from different types of customers. >> Dave: Hmm, now you were not a Nutanix customer previously, correct? >> No. But you did see a lot of different infrastructure products? >> Julia: Absolutely. >> As a practitioner what bothered you about what the vendor community did. What were your likes and dislikes? >> Julia: Everything. Everything bothered me. >> Everything bothered you. I was part of pretty large organization and when you have a big footprint you have big problems. And one of them, for example, was that we would have an outage and we reach out to the vendor and they would tell us, you know, you hit a bug and we have a fix and we will give you the fix and you will be good to go tomorrow. Nevermind the outage that you had and impacted end users. So now a lot of vendors are using predictive analytics. Cloud based analytics, >> Right. to see if there's anything in your existing environment that's susceptible to existing bugs and proactively reach out to you to provide a fix. So I was just thinking, looking back, how many outages I could have prevented if this technology was available when I was running it. >> Stewart: Yeah, Julia, I mean we know that companies for so long, you know, infrastructure, they spent so much of their time, you know, running around, patching it, fixing it, worrying about that. Hyper converge now is trying to talk about, you know, where it fits into the whole cloud picture, which is mostly about an operational model. Where do you see along those trends. Do you believe that hyper converge really fits into a cloud strategy or is it cloud washing from a bunch of infrastructure people? You know? >> I think it has a potential. I don't think it's there today. But I think it has a great potential because when I talked to Gartner end users about, like, why hyper converge? And I actually did some total cost of ownership research, what they all told me that looking back they realized how much OpEx it saved them. And they say it was very difficult. You kind of had to take our chance on it because upfront you can't predict the outcome. Is it really going to be more simple? What does simple mean? What's key performance indicator and simple you can put. So, but looking back, the guys that implemented, they all told me that 60 percent of OpEx they saved. Meaning they didn't last with infrastructure (mumbles). How do they do this? They stop manage components. They start managing VM's. So next step is stop manage VM's, start managing applications and that's what cloud management is all about. Getting out of infrastructure management all together and deliver a business what they want. And usually, they want support for their applications. >> Dave: So, my understanding is that Gartner has analysts that service the vendor community, the executive community, and the practitioner community. You are a direct practitioner, >> Yes. Advisor. >> I deal with IT leaders. Okay, your peeps. (laughs) I think you mentioned to me last night that you've had hundreds of conversations and you've only been at Gartner, what, six months? >> Two years. >> Oh, two years, sorry. I apologize for that. Okay, so in the two years, hundreds of conversations. Is that fair? What kinds of conversations are you having with clients around infrastructure? What are the challenges that they're having? And what are you advising them? I know there are many, many, but maybe you can summarize the top ones. >> That's a very good question. I actually want to write research about it. Top five questions about hyper converse people asking so I've been thinking about it for a while. So, different types of customers, new customers are asking questions about, is it ready? Should I go for it? Why would I go for it? Why can't I keep my (mumbles) infrastructure design? What should I look for as a new key performance indicators? It's not the same way, how would you judge it here. Then existing hyper converge customer are looking for what's next step in hyper convergence. Is it ready for prime time? Is it ready for mission critical applications? Because they're looking at the boxes and they look at the commodity hardware and they still feel uncertain. Can it really run something that they're a proprietary hardware used to run. So we explore the advantages of software defined, software defined storage. Value is in the software. You know, being backed up by software defined storage, my favorite subject, is a, is a, you know abstracting and distributing data that you don't worry about us anymore. So scale out storage replacing proprietary architecture can provide you same level of uptime and performance especially with new, you know, flash options. So that's a popular question. Number three is just the, you know, we leave it to in the age of a compressed differentiation I believe my colleague Dave Russell calls it, and there's a small differences between the vendors and end users are not aware of this. And they can be critical for particular use case. So they always ask strengths, weaknesses, opportunities, threats on each and every one them. Because we have a lot of solutions on hyper converge now. A lot of vendors, prominent vendors now join the market. So end users are a little bit confused. How do I navigate through this ocean of different hyper converge solutions. >> Stewart: Yeah, so Julia, Nutanix helped really drive a lot of this awareness for the hyper converge market. Now, every company, you know, all the big players have at least one, if not multiple solutions out there. How do you see Nutanix? Are they differentiating themselves? Are they, I know they're trying move beyond kind of the hyper converge label, ya know. What are the doing good? What would you like to see them do more? >> Julia: Yeah, Nutanix is a, you know, was one of the leaders from the very beginning. And, you know, remains the leader. They obviously succeed in at least in a lot a features. And a very fast release cycle of new features. It's easy when you have one focus, you know. Other companies have so many different areas they need to focus or protect and Nutanix doesn't have this problem. And also being able to mix different hardware, I think it's an advantage, you know. Being able, the customer needs to make a choice, you know. I think the structure of the future is going to be all about choice. It's less about, ya know, this is a lock in. I want to pick my hyper visor. I want to pick my hardware and move on. >> Stewart: So one of the things I think Nutanix does best when they're not positioning themselves as a storage solution, however, cause the storage market is tremendously competitive and there's always the, you know, there's the next technology, the next wave. There's so many competitors out there. I mean, do you think things like NVMe over Fabric are going to just, you know, have the potential to disrupt everything that Nutanix is doing? You know, what are some of the big threats to, ya know, their current position? >> Actually, I just wrote a research about how NVMe and NVMe over Fabrics is going to disrupt and improve integrated and hyper converge systems. I think those technologies and it's like NVMe without NVMe over Fabric. It's like, I call it, it's like barbecue without barbecue sauce, right? So the NVMe and NVMe over Fabric has potential to boost performance of hyper converge systems on par with what a solid state, erase today do. So I think a, and it's commodity hardware, right? We're not talking about anything proprietary. So when a we going to move towards this territory when NVMe and NVME over Fabrics become mainstream maybe two years from now, three maybe years from now. I think everybody can enjoy shared distributed storage performance. And, but honestly, your question about storage, like do you need to position yourself as a storage company or not, the major difference about different hyper converge products, in my opinion, is how they do storage. Other than this, it's the same flavors of hyper visor, it's the same commodity hardware. So what do we have different? The ways you did data services. The ways you position your storage. You, you deliver the storage services. >> Stewart: So, you know what, I'm curious. When I read Wall Street stuff about Nutanix they seem to overreact to every bit of news so, you know, the Dell relationship, ya know, is challenging there for that to head win. Oh wait, the Google announcement seems to be a great tailwind, ya know, the big bump in the stock today. Do you see those partnerships as critically important or is it the vision and execution of Nutanix and what they're doing with their customers? >> I think so. I think we live in the age when a ecosystem support is everything, ya know. People not necessarily today go to the public cloud to save money. They go for ecosystem support. To expand their services and their capabilities. That's why, ya know, embracing the cloud and not trying to position yourself against is the right way to go. I think we all need to embrace cloud and find the way that will benefit the end users. >> Dave: Um hmm, so you were sharing with, you spend a fair amount of time, all Gartner analysts who do these things do on magic quadrants. They, we put a lot of effort into them. A lot of people criticize magic quadrants. I think they're unfairly criticized. I know how much work goes into them. >> Thank you. And they are fact based opinions if I could categorize them like that, right? Is that fair? So, do you do one on hyper converged infrastructure or converged? Do you separate converged from hyper converged? How do you look at the market? >> Julia: So last year magic quadrant was integrated systems, which is converged and hyper converged. But what Gartner does is actually, every year we look at the market and we adjust our inclusion criteria. We adjust market definition. So, I don't think it's a big secret that hyper conversion is leading this market right now. And, honestly, in conversion infrastructure, if you look at conversion infrastructure, it's very similar. The only difference in conversion infrastructure is how you do storage. Which storage area you are using. So it becomes less strategic to even analyze conversion infrastructure. So you will see this year, I cannot break all of the news here, but much more emphasis on software driven, hyper converged infrastructure. Not services. Not the appliances, but more software. >> Stewart: I love to hear that cause at Wikimon when we called the category "server sand" so like VM ware, major player both as a partner in Nutanix. A competitor in Nutanix. Ya know, I know there like, they don't show up on the Gartner magic quadrant because they don't fit into that environment. Also the lines between converge, hyper converge, and software defined storage seem to be blurring a lot. I mean, in some ways they're just different ways of packaging. Some of the others, they, hyper converged is a, ya know, delivery option for what they're doing, so. >> Julia: Exactly. >> Where do you see it going, ya know, it's, ya know, obviously beyond the appliance but, ya know. Say there's the Google announcement today. Where do you see, ya know, a company like Nutanix fitting into this hybrid or multi-cloud world? >> Differentiating on software, this is the name of the game, right? So, if you can have a portable software you can run on any hardware, you obviously can continue and run on any cloud as well. And this is an idea. You said it absolutely right. Like software defines storage. It's not a technology. It's a delivery option. So customer needs to be in charge of their options. Do I want to deploy on premises? Do I want to go on cloud? Do I want to have an appliance? Do I want to buy a software, bring your own hardware? All of those choices need to be given to the end user. They need to decide which way they want to go. >> Dave: So, we're going to have Chad Saccage on tomorrow and it's obviously interesting, we see Nutanix selling through Dell. We were there two years ago when that announcement was made. Great, ya know, business. Terrific. But as you were saying, converged and hyper converged and software defined, they're all coming together now. What do you expect is going to happen with EMC and Nutanix? Do you have any... I don't want to use the prediction, but any scenarios that you can see developing there? >> I think, you know I hate to speculate, but I think both of those companies are extremely user oriented. So, if there will be demand for Nutanix that will continue to support Nutanix because they will do it right by the customers. And same with Nutanix, ya know, they never want to turn someone down saying it's not their problem. Both support them in parallel as long as demand is there. >> Dave: So let me ask the question differently, cause I agree with you. EMC, customer centric. Michael Dell, there's nobody more customer centric on the planet. Clearly Nutanix is customer focused. Having said that, if the three of us were advising Dell, EMC on what to do, we would say keep doing what the customers want. Great, check. But from a product roadmap standpoint, I don't know about you Stew, but I know I would push them to look at doing more of a hyper converge, software defined, like roadmap, as opposed to kind of bolted on V-blocks. Which got it all started. Would you agree with that? Or, do you think that's a waste of R&D? Just outsource it or OEM it? >> Software defined storage is hard to do. It's hard to do it from the ground up, ya know. Products need to mature, ya know, VMware, VSEN. It's a mature product. It's a good foundation for software defined storage and for hyper converged. Building something from the ground up, just to separated from VMware, it will be very difficult. >> Dave: Okay, well okay, right. Well then double down on VMware maybe is the advice there. Or maybe they're not really inquisitive right now because they have the debt service but over time maybe bring in startups to innovate there. Or maybe not because when you look at the Dell EMC deal from previous generations, there's a very successful deal. One of the most, probably the most successful storage deal in the history >> Stewart: Talking about the partnership? >> of storage. The partnership. >> Sure. Before Dell bought Compellent, then remember, Dell buys Compellent. I would look back on that and say Dell probably would have been better off just staying with EMC. Reselling EMC. I mean you were there during those days. I don't know. Was Compellent and EqualLogic, >> EqualLogic were those successful acquisitions in your view? In retrospect. >> Stewart: In retrospect they did pretty well but you're right Dave, the EMC partnership was way more money. I think by the time Dell bought EMC the internal Dell storage, ya know, revenue had grown to almost, or a, ya know, order of magnitude, the same size of EMC and they had to put a lot more emphasis into it. So, you know, better margins, ya know, just if they continue to partner. >> Dave: So maybe it's better for Dell to continue to partner is kind of your point. >> Stewart: Yeah. >> Julia: Absolutely. >> Uh huh, okay. Very diplomatic. (laughs) >> Julia: Would you expect anything else? (laughs) >> Julia, thanks so much for coming on the Cube >> Oh, thank you guys it was a pleasure having you. >> it was my pleasure >> Julia: Thank you for having me. >> You're welcome. Alright, keep it right there everybody. We'll be back to wrap right after this short break. This is the Cube. We're live from D.C. at Nutanix .NEXT. Be right back. (electronic music) >> Narrator: Robert Hershev.
SUMMARY :
Brought to you by Nutanix. Great to see you again. What do you make of what's going on here at .NEXT? and just comparing by the capex. As a practitioner, do you buy that? and one of them said, you know, As a practitioner what bothered you about Julia: Everything. and they would tell us, you know, and proactively reach out to you to provide a fix. that companies for so long, you know, because upfront you can't predict the outcome. analysts that service the vendor community, I think you mentioned to me last night that you've had I know there are many, many, but maybe you It's not the same way, how would you judge it here. Now, every company, you know, all the big players have Being able, the customer needs to make a choice, you know. are going to just, you know, have the potential to disrupt The ways you position your storage. so, you know, the Dell relationship, ya know, and find the way that will benefit the end users. Dave: Um hmm, so you were sharing with, How do you look at the market? So you will see this year, and software defined storage seem to be blurring a lot. Where do you see it going, ya know, it's, So, if you can have a portable software What do you expect is going to happen with EMC and Nutanix? I think, you know I hate to speculate, I don't know about you Stew, It's hard to do it from the ground up, ya know. Or maybe not because when you look at the Dell EMC deal of storage. I mean you were there during those days. were those successful acquisitions in your view? the same size of EMC and they had to put to continue to partner is kind of your point. (laughs) Oh, thank you guys This is the Cube.
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Ramesh Prabagan, Prosimo | Supercloud22
(light music) >> Welcome back to Supercloud 22. I'm John Furrier, host of theCUBE. We're here Palo Alto for a big event. Supercloud 22, we've got a great ecosystem conversation here. Ramesh Prabagaran, who's the co-founder and CEO, Prosimo. Ramesh, great to see you. Thanks for coming on. >> Thanks for having me, John. >> So, I wanted to bring you in because we've had previous CUBE conversations around cloud networking, latency, you also have some, some pedigree, Viptela. The folks in the industry know that's been a deep tech company. >> Yep. >> You have been around the block. You've seen the movie before. You've seen the tech trends. You've seen the hype. You've seen the fluff. Where's the meat on the bone with Supercloud in your opinion? >> So it, it starts with what enterprises are struggling with, right? And if you take a very simple example, it's actually quite fresh in my mind because I was just having this conversation this morning. A large bank has an application sitting in AWS, right? And they have to provide the application access to the treasury, to their suppliers, to ticker feeds, to all their downstream partners, and so on and so forth. Guess what? They don't control, where all those things are. They're in very different regions and very different clouds. And so you, whether you like it or not, you have a problem here, right? And so it starts with, for the particular bank, what are the capabilities that they need, right? And so AWS provides a whole host of native capabilities, but they still need to build a few more things on top. So going by, essentially the definition of Supercloud, even within a single cloud you need to build a few more capabilities on top. That gets worsened by the fact that now you need to provide access to various other clouds, various other regions and, and so forth. So, whether we like it or not, this movie is here to stay. >> What's the difference between Supercloud and multi-cloud? Because multi-cloud, I've been saying, is not necessarily a market yet. >> Correct, yes. So, Supercloud is essentially the cloud native capabilities provided by the hyperscalers, get you probably 30, 40% of the way, right? But then, in order to deliver on a care about, right? In our case, from a cloud networking standpoint, that is experience, that's performance, reliability, zero trust access, and then so forth. You have to take that a little bit further, and so we have vendors, like us, that actually build capabilities on top of the hyperscalers, right? Now, even if you think of a single cloud, how you build that is different on AWS than it's on Azure, than on GCP. But do the customers care? No, they want to be able to consume it in exactly the same way across all of them. So, whether it's multi-cloud or a single cloud, you have a problem that is white space on top of the hyperscalers capabilities that you just need to build. >> And what problems is it solving today? Because again, I, again, multi-cloud, I've yet seen the problem. I kind of get what's happening. Multiple clouds do exist. Use cases matter, maybe best debri, but they're standalone. They're not really interoperating, so to speak. So people have been successful on, on public cloud. >> That's correct, yes. >> For use cases? >> Absolutely. So even if you take a single cloud, for example, right? You have multiple problems to, to address. So let's take the example of, I have users coming from various different regions, around the globe, and I have apps that are spread, maybe not across like all clouds, but single cloud, maybe multiple regions, right? Now, I have a reach problem, which is, I need to go from where the user is to where the application is sitting. I have an experience problem because if my spinning wheel shows up, I'm going to go crazy. I have a security problem because I want to make sure it's only me that have access to it, right? But does the cloud provider solve for this entirely? No, they give you the nuts, the bolts, or what we call ours essentially, what you need is a, is a latte. They give you really nice coffee beans, not just one flavor, 20 flavors of those. They give you raw sugar and a few other things. They give you five different flavors of milk, but you got to make your own latte. So, that's what we do. >> And this is where the infrastructure transformation's happening. >> Exactly. >> And the super paz layer, as Dave Vellante and I have talked about in cloud, is you have to integrate a native cloud. >> Correct. >> Which is beautiful. It's integrated, everything works together, there's a lot of lattes to be made or espressos. >> Exactly. >> I mean, tons of great things there. So, big check marks, double check, gold star for AWS. >> Correct. >> All good. Now, on premises, we've found that hybrid is a steady state. >> Exactly. >> Okay, that's cloud operations. Now, you got the edge. Where does the Supercloud strategy come in? For the folks watching there, it's like, "Hey, okay, I get that." "But I don't want to just buy into another vendor's hype." >> Absolutely. >> "I got to build my own cloud," to your point about the lattes. >> Correct. >> They have to make their own infrastructure an application environment to power the developer. >> Exactly. And, and hybrid is here to stay as, as you pointed out, right, John? So, I have my data center and let's say when most folks start out they start to like a single region of a single cloud, right? And what are you most concerned about there? Hey, can I migrate? Can I start to build applications in the public cloud, right? And all you care about is can you talk back into my data center? Like, as long as some basic hygiene is there that's all they care about, right? The problem happens when you go from, kind of, the first five EC2 instances to 50 to a hundred, then you have a few other things that you need to care about, right? That's really kind of where the, the Supercloud capabilities start to come in, right? Because you have the cloud native things you can make that work for the first few days, but then after that you need augmented capabilities. >> So Ramesh, some people will say, "Hey, John, Supercloud okay, it's funny, ha ha ha." But isn't it just SAS? >> No, SAS is a delivery mechanism, right? And so, so there is the capability and that is how do you want to consume, right? And so capabilities or cloud native capabilities or piece of software capabilities or (unintelligible) cluster form factor and so forth. How do you want to consume? Maybe it's a package form factor, it is a size, it could even be passive if it's sitting in the, in the element, and then so forth, right? And so you really want to distinguish those two. And, and, and that's how we see the, the industry evolve. >> Can Superclouds be specialty clouds? Like is Snowflake a Supercloud? Is Goldman Sachs financial cloud a Supercloud? >> Absolutely, right. So Supercloud is not like a, a conglomeration of multiple capabilities, right? It can be for a specific use case, it can be for a specific functionality. So we, we consider our capabilities by the definition as a Supercloud in, in networking, right? In cloud networking, in Prosimo. So, does that solve the entirety of what I want to do in the cloud? No, absolutely not. There's data, there's computers, a whole bunch of other things, but for a specialty you do have some Supercloud. >> Yeah, in fact, I had a note here. I was going to ask you will, when will there be specialty clouds, apps, identity, data, security, nteworking, we will see those? >> Absolutely, yeah. And, and those are slowly starting to brew, right? So you have, you have identity as one, you have networking as one, you have the zero trust piece as, as another one, you have data as a, as another one. So when all these things come together, absolutely. That's what, that's what enterprise customers care about. >> So I love infrastructure as code, that drove a lot of the evolution and revolution of DevOps. When are we going to see security as code and network as code? Or is it there? >> No networkers code, for sure. It's already, it's already there. It's probably in its early innings, I would say, but we are starting to see that already. The reason for that is really simple. Enough CIOs have yelled at their networking teams to say, "my app guys can get this done three," "four times a day, you get this done once a week." Right? And so, that has actually driven quite a bit of innovation, >> It's slow, >> It's slow, right? And so that's driven quite a bit of innovation. It all starts with, hey, can I build a Terraform provider and then just integrate into Terraform? But it doesn't, it doesn't stop there, right? There's a whole bunch of additional capabilities, a day in troubleshooting, a whole bunch of things that need to come together. But I would say networkers code has already started to, to, to take ship. >> Which, that's a great point about specialty clouds. What about vertical clouds too? 'Cause you got insurance, oil and gas, FinTech. Both sides of the stack can have specialty clouds. >> Absolutely, yeah. So, it, what's driving specialty clouds, right? Some of it is compliance, mainly because you just have to shard the data, and when you shard the data, the entirety gets, gets sharded, right? Some of it driven by use case, because some are a little more serverless, service mesh and intelligence focused, some are a little more infrastructure focused. So you do see that taking off. I would say we've seen a whole lot more, kind of, on the horizontal side, less on the vertical side, but that's really happening, right? >> Yeah, I think that, to me, indicates a Supercloud. The fact that the diversity of the application on the clouds themselves, someone could be spending, say, Liberty Mutual or Goldman Sachs. They were once spending that as CapEx. >> Exactly. >> Now it's OPEX, so they become a service provider. So, if you have scale with data and expertise, you become a Supercloud by default. And you don't have to pay for the CapEx, >> Yeah. You're already paying in. >> Exactly, yeah. >> And that's what snowflake basically did with data warehouse. >> That's right, yeah. >> I mean they're basically a data warehouse. Refactored on the cloud and then go, "whoa, let's go to Azure." >> Yeah. And, and where does that data decide do you ask that question? No, right? You just assume that, hey, retrospective of it's a single cloud, multiple regions, it's there. If it's stretched to multiple clouds, yes, it's just there, but you, you talk about like that. >> In our cloud already panel earlier, we talked about how companies are going fast on one native cloud, 'cause they don't want to have multiple development teams and different ops teams. They go all in say, hey, mostly AWS wins this, unless it's specially Azure productivity software or SQL database, go hard in on Amazon, get speed and velocity, get that flywheel, win, get scale, get value. Then go to Azure, provide that same value to that marketplace and other clouds. Then the next dot to connect is, can the customer have the same experience across the clouds? That's where it gets interesting. What's your thoughts on that? >> Actually, it gets interesting even when they go from a single cloud in a single region to multiple regions, right? And the, the more spread out the regions are, you have requirements around application performance, application experience and so forth. So, suddenly the networking conversation starts to become an experience and a performance conversation. The security conversation starts to become a zero trust conversation and so forth. And so you, you do see that, that interesting shift that's happening. >> Of course. >> Exactly. And then that gets worsened by the fact that now you have multiple clouds, multiple regions, and then... >> So you got regions, clouds, >> and then you have edge locations now. >> And edge. >> You mentioned edge. >> This, this is why I think multi-cloud is BS, because this is all coming so fast. You got to get your Supercloud first. >> Exactly. >> Then you extend into, what it looks like a multi-vendor or multifaceted environment that should be automated by that time. >> Exactly. >> So it's evolutionary, we're not there yet. >> Exactly. >> So you agree, no market yet? >> That's right, yes. So unless it's like the super large enterprises where we have seen a really good mix of multiple different clouds or super large enterprises where each business unit is free to choose the cloud of their choice for the application developers because they just like a certain cloud, right? >> Or negotiations. >> Or negotiations, right? Exactly, so there you find yourself in a healthy mix. It's not like you're 80, 10, 10. It's, it's a healthy mix of three different clouds, right? But vast majority of the enterprises, they have a concerted strategy, I have a primary cloud 'cause that's where two, two big CEOs shake hands and assign multi billion dollar deals, right? >> It's just a song with Howie Shute, who's now a Zscaler, former VMware. Probably know Howie, he's a legend in the community as well. We were talking about the old days of the data center and you remember that? We'll go back to our, into our, you know, historical views of experience. Back when the data center became popular this was the glass house. Mainframes to mini computers. It became a complex environment. You had to have pretty much a PhD or serious networking or some sort of technical background. And then IT was born, the local area networks, the mini computers, and the PCs change that dynamic. IT was born. Okay, and let's just say it, most IT guys aren't PhDs. >> Exactly. >> So what's happened there is democratization and the operations side of that wave. We're kind of going th&rough it now, don't ya think, with cloud? Like, you got to be super smart to wrangle the data. I mean, some of the data pipelining stuff is super complex, after Snowflake and data bricks. >> Absolutely. And largely depends on the maturity, right? Like, so once you pass a certain scale in the cloud the care abouts start to be very different. The care abouts are, how can I operate this at scale? Because I might have started off with a relatively inefficient infrastructure, right? But now if I start to operate that at scale with like thousands of VPCs and so forth, somebody is looking at an AWS bill there and going, "ah, no, no, no, we're not going to do that." >> We're getting to the good part now. So, so here's where I wanted to get to, 'Cause we're kind of getting there, The proof points of Supercloud is IT like operations, >> Correct. >> Easy. >> Yep. >> Not overstaffed and maybe an SRE model one too many. >> Yeah, exactly. >> What are the proof points do you see that would be evidence that Supercloud is working? >> So in a well functional model where we have seen enterprises take the applications that they care about and then move that into the public cloud or build it organically. If they have staffed their team, I think a good leading indicator is that they have staffed the team so that there are a bunch of guys who understand what it means for cloud native capabilities. There are a bunch of guys who then put it together and then you look at the care abouts, right? Ultimately at the end of the day, the goal, if you go higher up in the layers, is it about application experience? Is it about kind of reducing the blast radius of my security? Is it about my data cleanliness and, and hygiene? You don't care about kind of how the pipelining works underneath the covers or how do I put a transit gateway and this and that together? No, that's not what you care about. You care about kind of the outcomes and, and- >> Palmer (unintelligible) that VMware, when he was there. You just say the hardened top, no one talks about what's in an Intel processor. I mean it's just works. >> Exactly, yeah. And it's what applications you build on top of that Intel processor that actually makes it more powerful, right? And so the first evidence I would say is kind of how is the team structured? The second evidence would be kind of what, what are the care abouts for the guys that are building these applications, right? Because even the application developers more than the application, they care about kind of, is it helping? Is it delivering on the experience? Is it being used the way it's supposed to? >> Is it value? >> Exactly, right? And those are not areas that the cloud providers are solely focused on, right? Like you don't see an AWS or an Azure dashboard show that particular thing for the entirety of the application, they'll tell you for the ATR services that you, that you use, here's the SLA for each one of these services. >> And that's where the customer has to build it. >> Exactly right. Now, does that give you the full picture? No, it doesn't. Somebody has to pull this together. Somebody has to aggregate this together and then make sense as to whether this is working or not, right? So whether you call it Supercloud, or whether you call it kind of the care abouts on top of the cloud native stuff, they're all the same. I'm glad you guys came up with a, with a name for this. And I think it's going to be here to stay. >> Well, thank you for sharing your expertise. You got a great background in this area and you got, I think you guys are right on the front wave of this new change. I think a little bit early, but that's good, but don't be too early. >> Yeah, exactly. No, and, and, and that's really important, right, John? So, you don't want to be too early. You certainly don't want to be too late, but at the same time, the pace at which things are evolving are fast enough that you, you will see. I think when, if we have this conversation even three months from now, it might be a very different conversation. >> Yeah, people want to go fast and they don't want to get stuck with a vendor. They made a bad choice that slows 'em down 'cause they got problems to solve, things to build. >> Yeah, exactly. >> Ramesh, thanks for coming on, Supercloud 22, we're breaking it all down. We're exposing it out to everyone. We're discussing it. We're going to challenge it. But ultimately it is a thing. Supercloud 22. Thanks for watching. >> Wonderful, thanks John. (light music)
SUMMARY :
Ramesh, great to see you. The folks in the industry know You have been around the block. that now you need to provide What's the difference between that you just need to build. interoperating, so to speak. So even if you take a single And this is where the infrastructure is you have to integrate a native cloud. to be made or espressos. I mean, that hybrid is a steady state. Now, you got the edge. "I got to build my own cloud," They have to make that you need to care about, right? So Ramesh, some people will say, And so you really want So, does that solve the entirety I was going to ask you will, you have the zero trust that drove a lot of the evolution "four times a day, you get that need to come together. 'Cause you got insurance, and when you shard the data, The fact that the diversity And you don't have to pay for the CapEx, Yeah. And that's what snowflake basically did Refactored on the cloud and then go, do you ask that question? Then the next dot to connect is, So, suddenly the networking conversation that now you have multiple and then you have You got to get your Supercloud first. Then you extend into, So it's evolutionary, for the application developers Exactly, so there you find We'll go back to our, into our, you know, I mean, some of the data pipelining stuff Like, so once you pass a We're getting to the good part now. and maybe an SRE model one too many. and then you look at You just say the hardened top, And it's what applications you build that the cloud providers are customer has to build it. Now, does that give you the full picture? I think you guys are right So, you don't want to be too early. to solve, things to build. We're exposing it out to everyone. (light music)
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Clayton Coleman, Red Hat | KubeCon + CloudNative Con NA 2021
>>welcome back everyone to the cube con cloud, David Kahn coverage. I'm john for a host of the cube, we're here in person, 2020 20 a real event, it's a hybrid event, we're streaming live to you with all the great coverage and guests coming on next three days. Clayton Coleman's chief Hybrid cloud architect for Red Hat is joining me here to go over viewers talk but also talk about hybrid cloud. Multi cloud where it's all going road red hats doing great to see you thanks coming on. It's a pleasure to be >>back. It's a pleasure to be back in cuba con. >>Uh it's an honor to have you on as a chief architect at Red Hat on hybrid cloud. It is the hottest area in the market right now. The biggest story we were back in person. That's the biggest story here. The second biggest story, that's the most important story is hybrid cloud. And what does it mean for multi cloud, this is a key trend. You just gave a talk here. What's your take on it? You >>know, I, I like to summarize hybrid cloud as the answer to. It's really the summarization of yes please more of everything, which is, we don't have one of anything. Nobody has got any kind of real footprint is single cloud. They're not single framework, they're not single language, they're not single application server, they're not single container platform, they're not single VM technology. And so, um, and then, you know, looking around here in this, uh, partner space where eight years into kubernetes and there is an enormous ecosystem of tools, technologies, capabilities, add ons, plug ins components that make our applications better. Um the modern application landscape is so huge that I think that's what hybrid really is is it's we've got all these places to run stuff more than ever and we've got all this stuff to run more than ever and it doesn't slow down. So how do we bring sanity to that? How do we understand it? Bring it together and companies has been a big part of that, like it unlocked some of that. What's the next step? >>Yeah, that's a great, great commentary. I want to take into the kubernetes piece but you know, as we've been reporting the digital transformation at all time, high speed is the number one request. People want to go faster, not just speeds and feeds, but like ship code fast to build apps faster. Make it all run faster and secure. Okay, check, get that. Look what we were 15, 15 years ago, 10 years ago, five years ago, 2016. The first coupe con in Seattle we were there for small events kubernetes, we gotta sell it, figure it out. Right convince people >>that it's a it's worth >>it. Yeah. So what's your take on that? Well, I mean, it's mature, it's kind of de facto standard at this point. What's missing. Where is it? >>So I think Kubernetes has succeeded at the core mission which is helping us stop worrying about all the problems that we spent endless amounts of time arguing about, how do I deploy software, How do I roll it out? But in the meantime we've added more types of software. You know, the rise of ai ml um you know, the whole the whole ecosystem around training software models like what is a what is an Ai model? Is it look like an application, does it look like a job? It's part batch, part service. Um It's spread out to the edge. We've added mobile devices. The explosion in mobile computing over the last 10 years has co evolved. And so kubernetes succeeded at that kind of set a floor for what everybody thought was an application. And in the meantime we've added all these other parts of the application. >>It's funny, you know, David Anthony, we're talking about what's to minimum and networks at red hat will be on later. Back in the first two cubicles were like, you know, this is like a TCP I P moment, the Os I model that was a killer part of the stack. Now it was all standardized below TCP I. P. Company feels like a similar kind of construct where it's unifying, is creating some enablement, It's enabling some innovation and it kind of brought everyone together at the same time everyone realized that that's real, >>the whole >>cloud native is real. And now we're in an era now where people are talking about doing things that are completely different. You mentioned as a batch job house ai new software paradigm development paradigms, not to suffer during the lifecycle, but just like software development in general is impacted. >>Absolutely. And you know, the components like, you know, we spent a lot of time talking about how to test and build application, but those are things that we all kind of internalized now we we have seen the processes is critical because it's going to be in lots of places, people are looking to standardize. But sometimes the new technology comes up alongside the side, the thing we're trying to standardize, we're like, well let's just use the new technology instead function as a service is kind of uh it came up, you know, kubernetes group K Native. And then you see, you know, the proliferation of functions as a service choices, what do people use? So there's a lot of choice and we're all building on those common layers, but everybody kind of has their own opinions, everybody's doing something subtly different. >>Let me ask you your opinion on on more under the Hood kind of complexity challenge. There's general consensus in the industry that does a lot of complexity. Okay, you don't mean debate that, but that's in a way, a good thing in the sense if you solve that, that's where innovation comes in. So the goal is to solve complexity, abstract out of the heavy lifting under heavy living in Sandy Jackson. And I would say, or abstract away complexity make things easier to use >>Well and an open source and this ecosystem is an amazing um it's one of the most effective methods we've ever found for trying every possible solution and keeping the five or six most successful and that's a little bit like developers, developers flow downhill, developers are going to do, it's easy if it's easier to put a credit card in and go to the public cloud, you're gonna do it if you can take control away from the teams at your organization that are there to protect you, but maybe aren't as responsive as you like. People will, people will go around those. And so I think a little bit of what we're trying to do is what are the commonalities that we could pick out of this ecosystem that everybody agrees on and make those the downhill path that people follow, not putting a credit card into a cloud, but offering a way for you not to think about what clouds are on until you need to write, because you want to go to the fridge is a developer, you wanna go the fridge, pull out your favorite brand of soda, that favorite band Isoda might have an AWS label also >>talk about the open shift and the Kubernetes relationship, you guys push the boundaries. Um Den is being controlled playing and nodes, these are things that you talked about in your talk, talk about because you guys made some good bets on open shift, we've been covering that, how's that playing out now? It's a relationship now >>is interesting coming into kubernetes, we came in from the platform as a service angle, right, Platform as a service was the first iteration of trying to make the lowest cost path for developers to flow to business value um and so we added things on top of kubernetes, we knew that we were going to complex, so we built in a little bit um in our structure and our way of thinking about cube that it was never going to be just that basic bare bones package that you're gonna have to make choices for people that made sense. Ah obviously as the ecosystems grown, we've tried to grow with it, we've tried to be a layer above kubernetes, we've tried to be a layer in between kubernetes, we've tried to be a layer underneath kubernetes and all of these are valid places to be. Um I think that next step is we're all kind of asking, you know, we've got all this stuff, are there any ways that we can be more efficient? So I like to think about practical benefits, what is a practical benefit That a little bit of opinion nation could bring to this ecosystem and I think it's around applications, it's being application centric, it's what is a team, 90% of the time need to be successful, they need a way to get their code out, they need to get it to the places that they wanted to be, and that place is everywhere. It's not one cloud or on premises or a data center, it's the edge, it's running as a lambda. It's running inside devices that might be being designed in this very room today. >>It's interesting. You know, you're an architect, but also the computer science industry is the people who were trained in the area are learning. It's pretty fascinating and almost intoxicating right now in this this market because you have an operating system, dynamic systems kind of programming model with distributed cloud, edge on fire, that's only gonna get more complicated with 5G and high density data applications. Um and then you've got this changing modal mode of operations were programming with bots and Ai and machine learning to new things, but it's kind of the same distributed computing paradigm. Yeah. What's your reaction to that? >>Well, and it's it's interesting. I was kind of described like layers. We've gone from Lenox replaced proprietary UNIX or mainframe to virtualization, which, and then we had a lot of Lennox, we had some windows too. And then we moved to public cloud and private cloud. We brought config management and moved to kubernetes, um we still got that. Os at the heart of what we do. We've got, uh application libraries and we've shared services and common services. I think it's interesting like to learn from Lennox's lesson, which is we want to build an open expansive ecosystem, You're kind of like kind of like what's going on. We want to pick enough opinion nation that it just works because I think just works is what, let's be honest, like we could come up with all the great theories of what the right way computers should be done, but it's gonna be what's easy, what gets people help them get their jobs done, trying to time to take that from where people are today on cube in cloud, on multiple clouds, give them just a little bit more consolidation. And I think it's a trick people or convince people by showing them how much easier it could be. >>You know, what's interesting around um, what you guys have done a red hat is that you guys have real customers are demanding, you have enterprise customers. So you have your eye on the front edge of the, of the bleeding edge, making things easier. And I think that's good enough is a good angle, but let's, let's face it, people are just lifting and shifting to the cloud now. They haven't yet re factored and re factoring is a concept of taking what you're doing in the cloud of taking advantage of new services to change the operating dynamic and value proposition of say the application. So the smart money is all going there, seeing the funding come into applications that are leveraging the new platform? Re platform and then re factoring what's your take on that because you got the edge, you have other things happening. >>There are so many more types of applications today. And it's interesting because almost all of them start with real practical problems that enterprises or growing tech companies or companies that aren't tech companies but have a very strong tech component. Right? That's the biggest transformation the last 15 years is that you can be a tech company without ever calling yourself a tech company because you have a website and you have an upset and your entire business model flows like that. So there is, I think pragmatically people are, they're okay with their footprint where it is. They're looking to consolidate their very interested in taking advantage of the scale that modern cloud offers them and they're trying to figure out how to bring all the advantages that they have in these modern technologies to these new footprints and these new form factors that they're trying to fit into, whether that's an application running on the edge next to their load bouncer in a gateway, in telco five Gs happening right now. Red hat's been really heavily involved in a telco ecosystem and it's kubernetes through and through its building on those kinds of principles. What are the concepts that help make a hybrid application, an application that spans the data flowing from a device back to the cloud, out to a Gateway processed by a big data system in a private region, someplace where computers cheap can't >>be asylum? No, absolutely not has to be distributed non siloed based >>and how do we do that and keep security? How do we help you track where your data is and who's talking to whom? Um there's a lot of, there's a lot of people here today who are helping people connect. I think that next step that contact connectivity, the knowing who's talking and how they're connecting, that'll be a fundamental part of what emerges as >>that's why I think the observe ability to me is the data is really about a data funding a new data sector of the market that's going to be addressable. I think data address ability is critical. Clayton really appreciate you coming on. And giving a perspective an expert in the field. I gotta ask you, you know, I gotta say from a personal standpoint how open source has truly been a real enabler. You look at how fast new things could come in and be adopted and vetted and things get kicked around people try stuff that fails, but it's they they build on each other. Right? So a I for example, it's just a great example of look at what machine learning and AI is going on, how fast that's been adopted. Absolutely. I don't think that would be done in open source. I have to ask you guys at red hat as you continue your mission and with IBM with that partnership, how do you see people participating with you guys? You're here, you're part of the ecosystem, big player, how you guys continue to work with the community? Take a minute to share what you're working on. >>So uh first off, it's impossible to get anything done I think in this ecosystem without being open first. Um and that's something the red at and IBM are both committed to. A lot of what I try to do is I try to map from the very complex problems that people bring to us because every problem in applications is complex at some later and you've got to have the expertise but there's so much expertise. So you got to be able to blend the experts in a particular technology, the experts in a particular problem domain like the folks who consult or contract or helped design some of these architectures or have that experience at large companies and then move on to advise others and how to proceed. And then you have to be able to take those lessons put them in technology and the technology has to go back and take that feedback. I would say my primary goal is to come to these sorts of events and to share what everyone is facing because if we as a group aren't all working at some level, there won't be the ability of those organizations to react because none of us know the whole stack, none of us know the whole set of details >>And this text changing too. I mean you got to get a reference to a side while it's more than 80s metaphor. But you know, but that changed the game on proprietary and that was like >>getting it allows us to think and to separate. You know, you want to have nice thin layers that the world on top doesn't worry about below except when you need to and below program you can make things more efficient and public cloud, open source kubernetes and the proliferation of applications on top That's happening today. I >>mean Palmer gets used to talk about the hardened top when he was the VM ware Ceo Back in 2010. Remember him saying that he says she predicted >>the whole, we >>call it the mainframe in the cloud at the time because it was a funny thing to say, but it was really a computer. I mean essentially distributed nature of the cloud. It happened. Absolutely. Clayton, thanks for coming on the Cuban sharing your insights appreciate. It was a pleasure. Thank you. Right click here on the Cuban john furry. You're here live in L A for coupon cloud native in person. It's a hybrid event was streaming Also going to the cube platform as well. Check us out there all the interviews. Three days of coverage, we'll be right back Yeah. Mm mm mm I have
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I'm john for a host of the cube, we're here in person, It's a pleasure to be back in cuba con. Uh it's an honor to have you on as a chief architect at Red Hat on hybrid cloud. And so, um, and then, you know, looking around here in this, I want to take into the kubernetes piece but you know, as we've been reporting the digital transformation Well, I mean, it's mature, it's kind of de facto standard at this point. And in the meantime we've added all these other parts of the application. Back in the first two cubicles were like, you know, this is like a TCP I P moment, the Os I model that development paradigms, not to suffer during the lifecycle, but just like software development in general And you know, the components like, you know, we spent a lot of time talking about So the goal is to solve complexity, abstract out of the heavy lifting to think about what clouds are on until you need to write, because you want to go to the fridge is a developer, you wanna go the fridge, talk about the open shift and the Kubernetes relationship, you guys push the boundaries. Um I think that next step is we're all kind of asking, you know, we've got all this stuff, you have an operating system, dynamic systems kind of programming model with distributed cloud, and moved to kubernetes, um we still got that. You know, what's interesting around um, what you guys have done a red hat is that you guys have real customers are demanding, you have an upset and your entire business model flows like that. How do we help you track where your data is and who's talking to whom? I have to ask you guys at red hat as And then you have to be able to take those lessons put I mean you got to get a reference to a side while it's more than 80s metaphor. that the world on top doesn't worry about below except when you need to and below program you can make Remember him saying that he says she predicted I mean essentially distributed nature of the cloud.
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>> Unleash The Power of Data. On May 4th at 11:00 AM Eastern, 8:00 AM Pacific, HPE is hosting a broadcast and we're here with Sandeep Singh, who's the Vice President of Storage Marketing at Hewlett Packard Enterprise. Sandeep, what's this event all about, who should attend and why? >> Dave, in the world of enterprise storage, there hasn't been a moment like this in decades. A point at which everything is changing for data and infrastructure and is powered by the nexus of data, cloud and AI. And the opportunity for our customers to accelerate their data-driven transformation is unfolding. HPE is excited to invite everyone to join us for a virtual event that, as Dave mentioned, Unleash the Power of Data on May 4th at 8:00 AM Pacific. And if you're an organization like most today, data is at the heart of what you do. And you're looking to accelerate data driven transformation. We hear you and we're thrilled to invite you to join us on May 4th, as we unveil a new vision for data that accelerates data driven transformation from edge to cloud. This promises to be a pivotal event and one that IT Admins, Cloud Architects, Virtualization Architects, Vice-Presidents, Directors of IT, and CIOs (indistinct) the event is hosted by a business and a tech journalist Shabani Joshi and it will feature a market in panel with a focus on the crucial data that data is playing in the transformation for customers. Antonio Neri CEO of HPE and Tom black senior vice president and general manager of HPE storage as well as industry experts, including Julia Palmer vice president at Gartner will be part of the event. We will unveil game-changing HPE innovations that will make it possible for organizations across industries to unleash the power of data. >> Sounds awesome. Okay. Go to hpe.com. Mark your calendar, and we'll see you there.
SUMMARY :
Unleash The Power of Data. data is at the heart of what you do. we'll see you there.
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Sandeep Singh, HPEv2
(smooth music) >> Hi, everybody. This is Dave Vellante, and with me is Sandeep Singh. He's the vice president of storage marketing at Hewlett Packard Enterprise, and we're going to riff on some of the trends in the industry, what we're seeing, and we got a little treat for you, Sandeep. Great to see you, man. >> Dave, it's a pleasure to be here. >> You and I have known each other for a long time. We've had some great discussions, some debates, (chuckles) some intriguing mind benders. What are you seeing out there in storage? So much has changed. What are the key trends you're seeing? And let's get into it. >> Yeah. Across the board, as you said, so much has changed. When you reflect back at the underlying transformation that's taking place with data, cloud, and AI across the board, first of all, for our customers, they're seeing this massive data explosion that literally now spans edge to core to cloud. They're also seeing a diversity of the application workloads across the board. The emphasis that it's placing is on the complexity that underlies overall infrastructure and data management. Across the board, we're hearing a lot from customers about just the underlying infrastructure and complexity, and the infrastructure sprawl. And then the second element of that is really extending into the complexity of data management. >> So it's interesting to talk about data management. You remember you and I were in... Well, you were in Andover. I don't know. It was probably like five years ago. And all we were talking about was media, flash this and flash that, and at the time that was kind of the hot storage topic. Well, flash came in, addressed some of the clicks that we historically talked about. Now the problem statement is really kind of, quote unquote, metaphorically moving up the stack, if you will. You mentioned management. But let's dig into that a little bit. I mean, what is management? I mean, a lot of people... That means different things to different people. You talk to a database person or a backup person. How do you look at management? What does that mean to you? >> Yeah, Dave. You mentioned that flash came in, and it actually accelerated the overall speed and latency that storage was delivering to the application workloads. But fundamentally, when you look back at storage over a couple of decades, the underlying way of how you're managing storage hasn't fundamentally changed. There's still an incredible amount of complexity for ITs. It's still a manual admin-driven experience for customers. And what that's translating to is, more often than not, IT is in the world of firefighting, and it leaves them unable to help with the more strategic projects to innovate for the business. And basically IT has that pressure point of moving beyond that, and helping bring greater levels of agility that line of business owners are asking for, and to be able to deliver on more of the strategic projects. So that's one element of it. The second element that we're hearing from customers about is as more and more data just continues to explode from edge to core to cloud, and as basically the infrastructure has grown from just being on-prem, to being at the edge, to being in the cloud, now that complexity is expanding from just being on-prem to across multiple different clouds. So when you look across the data life cycle, how do you store it? How do you secure it? How do you basically protect it, and archive it, and analyze that data? That end to end life cycle management of data, today resides on just a fragmented set of overall infrastructure, and tools, and processes, and administrative boundaries. That's creating a massive challenge for customers. And the impact of that, ultimately, is essentially comes at a cost to agility, to innovation, and ultimately business risk. >> Yeah, so we've seen obviously the cloud has addressed a lot of these problems, but the problem is the cloud is in the cloud. And much of my stuff, most of my stuff, isn't in the cloud. (chuckles) So I have all these other workloads that are either on-prem, and now you've got this emerging edge. And so I wonder if we could just talk a little vision here for a minute. I mean, what I've been envisioning is this abstraction layer that cuts across all, whether... It doesn't really matter where it is. If it's on-prem, if it's across cloud, if it's in the cloud, on the edge. We could talk about what that all means. But if customers that I talk to, they're sort of done with the complexity of that underlying infrastructure. They want technology to take care of that. They want automation. They want AI brought into that equation. And it seems like we're on the cusp of the decade where that might happen. What's your take? >> Well, yeah. Certainly, I mentioned that data cloud and AI are really the disruptive forces that are propelling the digital transformation for customers. Cloud has set the standard for agility, and AI-driven insights and intelligence are really helping to make the underlying infrastructure invisible. And yet a lot of their application workloads and data is on-prem and is increasingly growing at the edge. So they want that same experience to be able to truly bring that agility to wherever their data and apps load. And that's one of the things that we're continuing to hear from customers. >> And this problem's just going to get worse. I mean, we... For decades we marched to the cadence of Moore's law, and everybody's kind of forgets about Moore's law. And they'll say, "Ah, it's dying," or whatever. But actually, when you look at the processing power that's coming out now, it's not... It's more than doubling every two years, quadrupling every two years. So now you've got this capability in your hands, and application designers, storage companies, networking companies, they're going to have all this power to now bring in AI and do things that we've never even imagined before. So it's not about the box, and the speeds and feeds of the box. It's really more about this abstraction layer that I was talking about, the management, if you will, that you were discussing, and what we can do in terms of being able to power new workloads, machine intelligence. It's this kind of ubiquitous... Call it the cloud, but it's expanding pretty much everywhere in every part of our lives, (chuckles) even to the edge. You think about autonomous vehicles, you think about factories. It's actually quite mind boggling where we're headed. >> It is, and you touched upon AI, and certainly when you look at infrastructure, for example, there's been a ton of complexity in infrastructure management. One of the studies that was done, actually by IDC, indicated that over 90% of the challenges that arise, for example, ultimately down at the storage infrastructure layer that's powering the apps, ultimately, arises from way above the stack all the way from the server layer on down, or even the virtual machine layer. And there, for example, AI ops for infrastructure has become a game changer for customers to be able to bring the power of AI, and machine learning, and multi-variate analysis to be able to predict and prevent issues. Dave, you also touched upon edge, and across the board, what we're seeing is the enterprise edge is becoming that frontier for customer experiences, and the opportunity to reimagine customer experiences, as well as just the frontier for commerce that's happening when you look at retail, and manufacturing, and/or financial services. So across the board, with the data growth that's happening, and this edge becoming the strategic frontier for delivering the customer experiences, how you power your application workloads there, how you deliver that data, and protect that data, and be able to seamlessly manage that overall infrastructure, as you mentioned, abstracted away at a higher level, becomes incredibly important for our customers. >> It's so interesting to hear how the conversation's changing, I'd like to say. I go back to whatever it was, five years ago, we're talking about flash, storage class memory, and NVMe, and those things are still there, but your emphasis now, you're talking about machine learning, AI, math around deep learning. It's really software is really what you're focusing on these days. >> Very much so. Certainly, this notion of software and services that are delivering and unlocking a whole new experience for customers, that's really the game changer going forward for customers, and that's what we're focused on. >> Well, I said we had a little surprise for you. So you guys are having an event on May 4th. It's called Unleash the Power of Data. What's that event all about, Sandeep? >> Yeah. We are very much excited about our May 4th event. As you mentioned, it's called Unleash the Power of Data. And as most organizations today are data driven, and data is at the heart of what they're doing, we're excited to invite everyone to join this event. And through this event, we're unveiling a new vision for data that accelerates the data-driven transformation from edge to cloud. This event promises to be a pivotal event, and one that IT admins, cloud architects, virtual machine admins, vice-presidents, directors of IT, and CIOs really won't want to miss. Across the board, this event is just bringing a new way of articulating the overall problem statement, and a market-in focused the articulation of the trends that we were just discussing. It's an event that's going to be hosted by business and technology journalist, Shibani Joshi. It will feature a market-in panel with a focus on the crucial role that data is playing in customers' digital transformation. It will also include and feature Antonio Neri, CEO of HPE, and Tom Black, senior vice president and general manager of HPE storage business, and industry experts, including Julia Palmer, research vice president at Gartner. We will unveil game-changing HPE innovations that will make it possible for organizations across edge to cloud to unleash the power of data. >> Sounds like a great event. I presume I can go to hpe.com. And what? Get information. Is it a registered event? How does that all work? >> Yeah, we invite everyone to visit hpe.com, and by visiting there, you can click and save the date of May 4th at 8:00 AM Pacific. We invite everyone to join us. We couldn't be more excited to get to this event, and be able to share the vision and game-changing HPE innovations. >> Awesome. So it's... So I don't have to register, right? I don't have to give up my three children's name, and my social security number to attend your event, is that right? (chuckles) >> No registration required. Come by, click on hpe.com. Save the date on your calendar. And we very much look forward to having everyone join us for this event. >> I love it. It's pure content event. I'm not going to get a phone call afterwards saying, "Hey, buy some stuff from me." That could come other channels, so that's good. (chuckles) Thank you for that. Thanks for providing that service to the industry. I'm excited to see what you guys are going to be announcing that day. And look, Sandeep, I mean, like I said, we've known each other a while. We've seen a lot of trends, but the next 10 years, it ain't going to look like the last 10, is it? >> It's going to be very different, and we couldn't be more excited. >> Well, Sandeep, thanks so much for coming to theCUBE, and riffing with me on the industry, and giving us a preview for your event. Good luck with that, and always great to see you. >> Thanks a lot, Dave. Always great to see you as well. >> All right, and thank you, everybody. This is Dave Vellante for theCUBE, and we'll see you next time. (smooth music)
SUMMARY :
in the industry, what we're seeing, What are the key trends you're seeing? and AI across the board, and at the time that was kind and to be able to deliver on of the decade where that might happen. And that's one of the things and the speeds and feeds of the box. and the opportunity to It's so interesting to hear and services that are It's called Unleash the Power of Data. and data is at the heart I presume I can go to hpe.com. and be able to share the vision So I don't have to register, right? Save the date on your calendar. I'm excited to see what you guys It's going to be very different, and always great to see you. Always great to see you as well. and we'll see you next time.
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HPE Promo
>> Unleash the Power of Data. On May 4th at 11:00 am Eastern, 8:00 am Pacific HPE is hosting a broadcast. And we're here with Sandeep Singh who's the vice president of Storage Marketing at Hewlett Packard Enterprise. Sandeep, what's this event all about? Who should attend, and why? >> Dave, in the world of enterprise storage, there hasn't been a moment like this in decades. A point at which everything is changing for data and infrastructure, and is powered by the nexus of data cloud and AI. And the opportunity for our customers to accelerate their data-driven transformation is unfolding. HPE is excited to invite everyone to join us for a virtual event, that as Dave mentioned, Unleash the Power of Data on May 4th at 8:00 am Pacific. And if you're an organization like most today, data is at the heart of what you do. And you're looking to accelerate data-driven transformation. We hear you, and we're thrilled to invite you to join us on May 4th as we unveil a new vision for data that accelerates data-driven transformation from edge to cloud. This promises to be a pivotal event, and one that IT admins, cloud architects, virtualization architects, vice presidents, directors of IT, and CIOs won't want to miss. The event is hosted by business and a tech journalist Shabani Joshi, and it will feature a market end panel with a focus on the crucial data that data is playing in the transformation for customers. Antonio Neri, CEO of HPE, and Tom Black, senior vice president and general manager of HPE Storage, as well as industry experts, including Julia Palmer, vice president at Gartner, will be part of the event. We will unveil game-changing HPE innovations that will make it possible for organizations across industries to unleash the power of data. >> Sounds awesome! Okay, go to hpe.com. Mark your calendar, and we'll see you there.
SUMMARY :
Unleash the Power of Data. and is powered by the Okay, go to hpe.com.
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Sandeep Singh, HPE
(upbeat music) >> Hi everybody, this is Dave Volante. And with me is Sandeep Singh, he is the vice president of Storage Marketing at Hewlett Packard Enterprise. And we're going to riff on some of the trends in the industry, what we're seeing. And we got a little treat for you. Sandeep, great to see you man. >> Dave, it's a pleasure to be here. >> You and I've known each other for a long time. We've had some great discussions, some debates, some intriguing mind benders. What are you seeing out there in Storage? So much has changed. What are the key trends you're seeing and let's get into it. >> Yeah, across the board, as you said, so much has changed. When you reflect back at the underlying transformation that's taken place with data, cloud and AI across the board. First of all, for our customers they're seeing this massive data explosion that literally now spans edge to core to cloud. They're also seeing a diversity of the application workloads across the board. And the emphasis that it's placing is on the complexity that underlies overall infrastructure and data management. Across the board, we're hearing a lot from customers about just the underlying infrastructure complexity and the infrastructure sprawl. And then the second element of that is really extending into the complexity of data management. >> So it's interesting you're talking about data management. You remember you and I, we were in Andover. It was probably like five years ago and all we were talking about was media. Flash this and flash that, and at the time that was kind of the hot storage topic. Well, flash came in addressing some of the mics that we historically talked about it. Now the problem statement is really kind of quote unquote metaphorically moving up the stack if you will, you mentioned management but let's dig into that a little bit. I mean, what is management? I mean, a lot of people that means different things to different people. You talk to a database person or a backup person. How do you look at management? What does that mean to you? >> Yeah, Dave, you mentioned that the flash came in and it actually accelerated the overall speed and latency that storage was delivering to the application workloads. But fundamentally when you look back at storage over a couple of decades the underlying way of how you're managing storage hasn't fundamentally changed. There's still an incredible amount of complexity for IT. It's still a manual admin driven experience for customers. And what that's translating to is more often than not IT is in the world of firefighting and it's leaves them unable to help with them more strategic projects to innovate for the business. And basically IT has that pressure point of moving beyond that and helping bring greater levels of agility that line of business owners are asking for and to be able to deliver on more of the strategic projects. So that's one element of it. The second element that we're hearing from customers about is as more and more data just continues to explode from edge to core to cloud. And as basically the infrastructure has grown from just being on-Prem to being at the Edge to being in the cloud. Now that complexity is expanding from just being on-Prem to across multiple different clouds. So when you look across the date data life cycle how do you store it? How do you secure it? How do you basically protect it and archive it and analyze that data. That end to end life cycle management of data today resides on just a fragmented set of overall infrastructure and tools and processes and administrative boundaries. That's creating a massive challenge for customers. And the impact of that ultimately is essentially comes at a cost to agility, to innovation and ultimately business risk. >> Yeah, so we've seen obviously the cloud has addressed a lot of these problems but the problem is the cloud is in the cloud and much of my stuff, most of my stuff, isn't in the cloud. So I have all these other workloads that are either on-Prem and now you've got this emerging Edge. And so I wonder if we could just talk a little vision here for a minute. I mean what I've been envisioning is this abstraction layer that cuts across all weather. It doesn't really matter where it is. If it's on-Prem, if it's across cloud, if it's in the cloud, on the edge, we could talk about what that all means. But if customers that I talked to they're sort of done with the complexity of that underlying infrastructure. They want technology to take care of that. They want automation they want AI brought in to that equation. And it seems like we're from the cusp of the decade where that might happen. What's your take? >> Well, yeah, certainly I mentioned that data cloud and AI are really the disruptive forces, better propelling. The digital transformation for customers. Cloud has set the standard for agility and AI driven insights and intelligence are really helping to make the underlying infrastructure invisible and customers are looking for this notion of being able to get that cloud operational agility pretty much everywhere because they're discovering that that's a game changer. And yet a lot of their application workloads and data is on-Prem and is increasingly growing at the edge. So they want same experience to be able to truly bring that agility to wherever their data in absolute. And that's one of the things that we're continuing to hear from customers. >> And this problem is just going to get worse. I mean for decades we marched to the cadence of Moore's Law and everybody's going to forgets about Moore's Law. And say, "Ah, it's dying or whatever." But actually when you look at the processing power that's coming out now, it's more than doubling every two years, quadrupling every two years. So now you've got this capability in your hands and application design minors, storage companies, networking companies. They're going to have all this power to now bring in AI and do things that we've never even imagined before. So it's not about the box and the speeds and feeds of the box. It's really more about this abstraction layer that I was talking about. The management if you will that you were discussing and what we can do in terms of being able to power new workloads in machine intelligence, it's this kind of ubiquitous, call it the cloud but it's expanding pretty much everywhere in every part of our lives even to the edge you think about autonomous vehicles, you think about factories it's actually quite mind boggling where we're headed. >> It is and you touched upon AI. And certainly when you look at infrastructure, for example there's been a ton of complexity in infrastructure management. One of the studies that was done actually by IDC indicated that over 90% of the challenges that arise, for example ultimately down at the storage infrastructure layer that's powering the apps ultimately arises from way above the stack all the way from the server layer on down where even the virtual machine layer. And there, for example, AIOps for infrastructure has become a game changer for customers to be able to bring the power of AI and machine learning and multi-variate analysis to be able to predict and prevent issues. Dave, you also touched upon Edge and across the board. What we're seeing is the Enterprise Edge is becoming that frontier for customer experiences and the opportunity to reimagine customer experiences as well as just the frontier for commerce that's happening. When you look at retail and manufacturing and or financial services. So across the board with the data growth that's happening and this Edge becoming the strategic frontier for delivering the customer experiences how you power your application workloads there and how you deliver that data and protect that data and be able to seamlessly manage that overall infrastructure. As you mentioned abstracted away at a higher level becomes incredibly important for customers. >> So interesting to hear how the conversations changed. I'd like to say, I go back to whatever it was five years ago, we're talking about flash storage class memory, NVMe and those things are still there but your emphasis now you're talking about machine learning, AI, math around deep learning. It's really software is really what you're focusing on these days. >> Very much so. Certainly this notion of software and services that are delivering and unlocking a whole new experience for customers that's really the game changer going forward for customers. And that's what we're focused on. >> Well, I said we had a little surprise for you. So you guys are having an event on May 4th. It's called Unleash The Power of Data. What's that event all about Sandeep? >> Yeah. We are very much excited about our May 4th event. As you mentioned, it's called Unleash The Power of Data. And as most organizations today are data driven and data is at the heart of what they're doing. We're excited to invite everyone to join this event. And through this event we're unveiling a new vision for data that accelerates the data driven transformation from Edge to cloud. This event promises to be a pivotal event and one that IT admins, cloud architects, virtual machine admins, vice presidents, directors of IT and CIO really won't want to mess. Across the board this event is just bringing a new way of articulating the overall problem statement and in market in focused the articulation of the trends that we were just discussing. It's an event that's going to be hosted by a Business and Technology Journalist, Shabani Joshi. It will feature a market in panel with a focus on the crucial role that data is playing in customers digital transformation. It will also include and feature Antonio Neary, CEO of HPE and Tom black, senior vice president and general manager of HPE Storage Business and industry experts including Julia Palmer, research vice president at Gartner. We will unveil game changing HPE innovations that will make it possible for organizations across Edge to cloud to unleash the power of data. >> Sounds like great event. I presume I can go to hpe.com and get information, is it a registered event? How does that all work? Yeah, we invite everyone to visit hpe.com and by visiting there you can click and save the date of May 4th at 8:00 AM Pacific. We invite everyone to join us. We couldn't be more excited to get to this event and be able to share the vision and game-changing HPE innovations. >> Awesome. So I don't have to register, right? I don't have to give up my three children's name and my social security number to attend your event. Is that right? >> No registration required, come by, click on hpe.com. Save the date on your calendar. And we very much look forward to having everyone join us for this event. >> I love it, it's pure content event. I'm not going to get a phone call afterwards saying, "Hey, buy some stuff from me." That could come other channels but so that's good. Thank you for that. Thanks for providing that service to the industry. I'm excited to see what you guys are going to be announcing that day and look Sandeep. I mean, like I said, we've known each other a while. We've seen a lot of trends but the next 10 years it ain't going to look like the last 10 is it? >> It's going to be very different and we couldn't be more excited. >> Well, Sandeep, thanks so much for coming to theCube and riffing with me on the industry and giving us a preview for your event. Good luck with that. And always great to see you. >> Thanks a lot, Dave. Always great to see you as well. >> All right. And thank you everybody. This is Dave Volante for theCube and we'll see you next time. (upbeat music)
SUMMARY :
Sandeep, great to see you man. What are the key trends you're and the infrastructure sprawl. and at the time and to be able to deliver on But if customers that I talked to and AI are really the disruptive and everybody's going to and the opportunity to So interesting to hear how and services that are So you guys are having and data is at the heart and save the date of May I don't have to give up Save the date on your calendar. I'm excited to see what It's going to be very different And always great to see you. Always great to see you as well. And thank you everybody.
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Joep Piscaer, TLA Tech | Cloud Native Insights
>>from the >>Cube Studios in Palo Alto in Boston, connecting with thought leaders around the globe. >>These are cloud native insights. Hi, I'm stupid, man. And welcome to Episode one of Cloud Native Insights. So this is a new program brought to you by Silicon Angle Media's The Cube. I am your host stew minimum, and we're going to be digging in to cloud native and, of course, cloud native like cloud before kind of a generic term. If you look at it online, there's a lot of buzzwords. There's a lot of jargon out there, and so we want to help. Understand what? This is what This isn't on And really happy to welcome back to the program to help me kick it off you piss car. He is an industry analyst. His company is T l A Tech. You. Thanks so much for joining us. >>Thanks, Dave. Glad we're >>all right. And one of the reasons I wanted you to help me kick this off. Not only have you been on the Cube, you know your background. I met you when you were the cto of a service provider over there in Europe, where you're Netherlands based. You were did strategy for a very large ah, supermarket chain also. And you've been on the program that shows like docker con in the past. You work in the cloud native space you've done consulting for. Some of the companies will be talking about today. But you help me kick this off a little bit. When you heard here the term cloud native. Does that mean anything to you? Did that mean anything back in your previous roles? You know, help us tee that up. >>So, you know, it kind of gives off a certain direction and where people are going. Right. Um so to me, Cloud native is more about the way you use cloud, not necessarily about the cloud services themselves. So, you know, for instance, I'll take the example of the supermarket. They had a big e commerce presence. And so we were come getting them to a place where they could, in smaller teams, deploy software in a faster, more often and in a safer way so that teams could work independently of each other, work on, you know, adding business value, whatever that may be for any kind of different company. That's a cloud native to me, Connie means using that to the fullest extent, using those services available to you in a way organizationally and culturally. That makes sense to you, you know, Go wherever you need to go. Be that release every hour or, you know, transform your s AP environment to something that is more nimble, more flexible, literally more agile. So what cloud native means so many things to so many people? Because it's immediately is not directly about the technology, but how you actually use it. >>Um, and u Pua and I are in, you know, strong agreement on this thing. One is you've noticed we haven't said kubernetes yet. We haven't talked about containers because cloud native is not about the tooling. We're, you know, strong participants in you know, the CN CF activities. The Cloud Native Computing Foundation, cube con and cloud native is a huge show. Great momentum one. We're big fans of too often people would conflate and they'd say, Oh, cloud native equals. I'm doing containers and I've, you know, deployed kubernetes one of the challenges out there. You talk about companies, you know? Well, you know, I had a cloud first initiative and I'm using multi cloud and all this stuff. It's like, Well, are you actually leveraging these capabilities, or did I shove things in something I'd railed about for the last couple of years? You talk about repatriation, and repatriation is often I went to go do cloud. I didn't really understand what I was doing. I didn't understand how to leverage that stuff. And I crawled back to what I was doing before because I knew how to do that. Well, so, you know, I think you said it really well. Cloud native means I'm taking advantage of the services. I'm doing things in a much more modern way. The thing I've loved talking to practitioners and one of things I want to do on this program absolutely is talk to practitioners is how have you gone through things organizationally, there are lots of things right now. Talk about like, thin ops. And, of course, all the spin off from Dev Ops and Dev SEC ops. And, like, how are we breaking through silos? How we're modernizing our environments, how we're taking advantage of new ways of doing things and new services. So yeah, I guess you You know, there are some really cool tools out there. Those are awesome things. But, you know, I love your viewpoint. Your perspective on often people in tech are like, Hey, I have this really cool new tool that I can use, you know? Can I take advantage of that? You know, do I do things in a new way, or do I just kind of take my old way and just make things maybe a little incrementally better? Hopefully with some new tooling. >>Oh, yeah. I mean, I totally agree. Um, you know, tooling is cool. Let me let me start by saying that I You know, I'm an engineer by heart, so I love tinkering with new new stuff. So I love communities I love. Um, you know that a new terra form released, for instance, I love seeing competition in the container orchestration space. I love driving into K native server lists. You know, all those technologies I like, But it is a matter of, you know, what can you do with them, right. So, for instance, has she corporate line of mine? I work on their hashtag off. Even they offer kind of Ah, not necessarily an alternative, but kind of adjacent approach to you what the CNC F is doing, and even in those cases, and I'm up specifically calling out Hashi Corp. But I'm kind of giving. The broader overview is, um, it doesn't actually matter what to use, Even though it'll help me. It'll make me happy just to play around with them. But those new tools have to mean something. They have to solve a particular problem. You have either in speed of delivery or consistency of delivery or quality of service, the thing you are building for your customers. So it has to mean something. So back in the day when I started out in engineering 15 years ago, a lot of the engineering loss for the sake of engineering just because, you know you could create a piece of infrastructure a little faster, but there was no actual business value to be out there. That's a lot of the engineering kind of was stuck inside of its own realm, or as what you see now is, if you can use terraform and actually get all of you know the potential out of you, it allow you to release offer more quickly because you're able to stand up infrastructure for that software more quickly. And so you know, we've kind of shifted from back in the in the attic or in the basement doing I t. Stuff that no one really understands. The one kind of perceives the business value of it into the realm of okay, If we can deploy this faster or we don't even need to use a server, we can use server lists. Then we have an advantage in the marketplace. You know, whatever marketplace that is, whatever application we're talking about. And so that's the difference to me. And that was that. You know, that's what CN CF is doing to me. That is what has she Corpus is helping build. That is what you know. A lot of companies that built, for instance, a managed kubernetes service. But from nine spectral crowd, all those kinds of companies, they will help, you know, a given customer to speed up their delivery, to not care about the underlying infrastructure anymore. And that's what this is all about to me. And that is what cloud native means use it in a way that I don't actually have to do the toil off the engineering anymore. There's loads of smart people working for, you know, the Big Three cloud vendors. There's loads of people working for those manage service providers, but he's used them so that you can speed up your delivery, create better software created faster, make customers happy. >>Yeah, it's a lot to unpack there. I want to talk a little bit about that landscape, right When you talk about, you know, cloud native, maybe a little compare contrast I think about, you know, the wave of Dev ops and for often people like, you know, Dev Ops. You know, that's a cultural movement. But there's also tooling that I could buy to help me along that weighs automation, you know, going agile methodology. See, I CD are all things that you're like. Well, is this part of Dev Ops, isn't it? There's lots of companies out there that we saw rows rode that wave of Dev ops. And if you talk about cloud native, you know the first thing you know, you start with the cloud providers. So when I hear you talking about, how do we get rid of things that we don't need to worry about? Well, for years, we heard Amazon Web services talk about getting rid of undifferentiated heavy lifting. And it's something that we're huge fans off you talk about. What is the business outcome? It's not. Hey, I went from, you know, a stand alone server to I did virtualized environments. And now I'm looking container ization or serverless. What can I get rid of? How do I take advantage of native services and all of those cloud platforms? One of the huge values there is, it isn't Hey, I deployed this and maybe it's a little bit cheaper and maybe a little better. But there's that that is really the center of where innovation is happening not only from the platform providers they're setting themselves, but from that ecosystem. And I guess I'll put it out there. One of the things I would like to see from Cloud Native should be that I should be able to take care of take advantage of innovation wherever it is. So Cloud Native does not mean it must live in the public cloud. It does not necessarily mean that I'm going, you know, full bore, multi cloud everywhere. I've had some great debates with Corey Quinn, on the Cube Online and the like, because if you look at customer environments today, you know, yes, they absolutely have their data centers. They're leveraging, typically more than one public cloud. SAS is a big part of the picture and then edge computing and pulls everything away into a much more distributed architecture. So, you know, I'm glad you brought up. You know, Hashi, a company you're working with really interesting. And if you talk about cloud native, it's there. They're not trying to get people to, oh, use multiple clouds because it's good for us. It's they. Hey, the reality is that you're probably using multiple clouds, and whether it's one cloud or many clouds or even in your data center, we have a set of tools that we can offer you. So you know, Hashi, you mentioned, you know, terra form vault. You know, the various tooling is that they have open source, you know, big play in this environment, both under the CN CF umbrella and beyond. Give us a little bit as to, you know, where are the interesting places where you see either vendors and technology today, or opportunity to make these solutions better for users. >>So that's an interesting question, because I literally don't know where to begin. The spectrum is so so broad, it's all start off with a joke on this, right? You cannot buy that helps. But the vendors were sure try and sell it to you. So it's kind of where you know, the battle is is raging on its getting foothold into an organization. Um, and you see that? You know, you see companies like, how is she doing that? Um, they started out with open source tooling that kind of move into the enterprise realm. Um, you solve the issues that enterprises usually have, and that's what the club defenders will trying to you as although you know, the kind of kick start you with a free service and then move you up into their their stack. And that's you know, that's where Cloud native is kind of risky because the landscape is so fragmented, it is really hard to figure out. Okay, this tool, it actually solves my use case versus this one doesn't. But again, it's in the ecosystem in this ecosystem already, so let's let's still use it just because it's easier. Um, but it does boil the disk a lot of the discussion down into. Basically, it's a friction. How much effort does it take to start using something? Because that's where and that's basically the issues enterprises are trying to solve. It's around friction, and it used to be friction around, you know, buying servers and then kind of being stuck with him for 4 to 5 years. But now it is the vendor lock in where people in organizations have to make tough decisions. You know, what ecosystems am I going to buy into it? It's It's also where a lot of the multi cloud marketing comes from on the way down to get you into a specific ecosystem on your end companies kind of filling that gap, helping you manage that complexity and how she corpus is one of those examples in my book that help you manage that multi cloud ah challenge. So but yeah, But it is all part of that discussion around friction. >>Yeah, and I guess I would start if you say, as you said, it is such a broad spectrum out there. If you look in the developer tooling marketplace is, there's lots of people that have, you know, landscapes out there. So CN cf even has a great landscape. And you know, things like Security, you no matter wherever I am and everywhere that I am. And there's a lot of effort to try to make sure that I can have something that spans across the environment. Of course, Security, you know, huge issue in general. And right now, Cohen, 19. The global pandemic coming on has been, you know, putting a spotlight on it even more. We know shared responsibility models where security needs to be. Data is at the center of what we're talking about when we've been talking for years about companies going through their transformation, I hadn't talked about, you know, digital transformation. What that means is, at the end of the day, you need to be data driven. So there's lots of companies, you know, big movement and things like ml ops. How can I actually harness my data? I said one of the things I think we got out of the whole big data wave. It was that bit flip from, Oh my God, their data everywhere. And maybe that's a challenge for me. It now becomes an opportunity and often times somewhere that I can have new value or even new business models that we can create around data. So, you know, data security on and everyone is modernizing. So, you know, worry a bit that there is sometimes, you know, cloud native washing. You know, just like everything else. It's, you know, cloud enabled. You know, ai ready from an infrastructure standpoint, you know, how much are you actually leveraging Cloud native? The bar, we always said, is, you know, if you're putting something in your data center, how does that compare against what I could get if I'm doing aws azure or Google type of environment? So I have seen good progress over the last couple of years in what we used to call it Private Cloud. And now it's more Ah, hybrid environment or multi cloud. And it looks and acts and is managed much more like the public cloud at a lot of that. Is that driver for developers? So you know Palmer, you know, developers, developers, developers, you know, absolutely. He was right as to how important that is. And one of the things I've been a little bit hardened at is it used to be. You talked about the enterprise and while the developers were off in the corner and, you know, we need to think about them and help enable them. But now, like the Dev Ops movement, we're trying to break down those silos. You know, developers are much more in the workflow. When I look at tools out there not only get hub, you know, you talked about Hashi, you know, get lab answerable and others. Often they have ways to have nothing to developers. The product owners and others all get visibility into it. Because if you can get, you know, people in the organization all accessing the same work stream the way that they need to have it there. There's goodness there. So I guess final question I have for you is you know, what advice do we have for practitioners themselves? Often, the question is, how do I get from where I've been? So where I'm going, This whole discussion of Cloud native is you know, we spent more than a decade talking about cloud, and it was often the kind of where in the movement and the like So what? I want to tee up with cloud native is discussion, really for the next decade. And you know, if I'm, you know, a c i o If I'm in, i t how do I make sure that I'm ready for these next opportunities while still managing? You know what I have in my own environment. >>So that kind of circles back to where we started this discussion, right? Cloud native and Dev ops and a couple of those methodologies they're not actually about the tooling. They are about what to do with them. Can you leverage them to achieve a goal? And so my biggest advice is Look for that goal. First, have something toward towards because if you have a problem, the solution will present itself. Um, and I'm not saying go look for a problem. The problems, they're already It's a matter of, um, you know, articulating that problem in a way that your developers will actually understand what to do. And then they will go and find the tools that are needed to solve that particular problem. And so we turn this around in a sense that so finally, we are at a point where we can have business problems. Actually, solved by I t in a way that doesn't require, you know, millions of upfront investment or, you know, consultants from an outside company. Your developers are now able to start solving those problems, and it will maybe take a while. They may need some outside help Teoh to figure some stuff out, But the point is, we can now use you know, these cloud resource is these cloud native services in such a small, practical way that we can actually start solving these business problems in a real way. >>Yeah, you actually, earlier this year I've done a series of interviews getting ready for this type of environment. You know, one of the areas I spent a bunch of time trying to dig in. And to be frank, understand has been server lists. So, you know, people very excited about server lists. You know, one of the dynamics always is, You know, everything we're talking about with containers and kubernetes driving them to think about that. I always looked as container ization was kind of moving up the stack in making infrastructure easier. The work for applications, but something like serverless it comes, top down. It's it's more of not the tooling, but how do I build those applications in those environments and not need to think at least as much about the infrastructure? So server lists Absolutely something we will cover, you know, containers, kubernetes what I'm looking for. Always love practitioners love to somebody. You you've been, you know, in that end, user it before startups. Absolutely. We'll be talking to as well as other people you know, in the ecosystem that you want to help, have discussions, have debates. You know, we don't have, you know, a strong. You know, this is the agenda that we have for cloud native, but I really want to help facilitate the dialogue. So I'll give you a final word here. Anything You know, what's exciting you these days when you talk to your peers out there, you know, in general, you know, it can be some tools, even though we understand tools are only a piece of it or any other final tips that you have in this market >>space. Well, I want to kind of go go forward on on your statement earlier about server lists without calling, You know, any specific serverless technology out there specifically, but you're looking at those technologies you'll see, But we're now able to solve those business problems. Um, without actually even needing I t right. So no code low code platforms are very adjacent to you to do serverless movement. Um, and that's where you know, that's what really excites me of this at this point, simply because, you know, we no longer need actual hardcore engineering as a trait Teoh use i t to move the needle forward. And that's what I love about the cloud native movement that it used to be hard. And it's getting simpler in a way also more complex in a way. What we're paying someone else Teoh to solve those issues. So I'm excited to see where you know, no code low code survivalism those the kinds of technologies will take us in the next decade. >>Absolutely wonderful. When you have technology that makes it more globally accessible There, obviously, you know, large generational shifts happening in the workforce. You Thank you so much for joining us, >>actually, Sue. >>All right. And I guess the final call to action really is We are looking for those guests out there, so, you know, practitioners, startups people that have a strong viewpoint. You can reach out to me. My emails just stew Stu at silicon angle dot com where you can hit me up on the twitters. I'm just at stew on there. Also. Eso thank you so much for joining us. Planning to do these in General Weekly cadence. You'll find the articles that go along with these on silicon angle dot com. Of course. All the video on the cube dot net I'm stew minimum in and love to hear more about your cloud Native insights >>Yeah, yeah, yeah, yeah, yeah
SUMMARY :
on And really happy to welcome back to the program to help me kick it off you piss And one of the reasons I wanted you to help me kick this off. of each other, work on, you know, adding business value, whatever that may be for any kind Well, so, you know, I think you said it really well. That's a lot of the engineering kind of was stuck inside of its own realm, or as what you see You know, the various tooling is that they have open source, you know, So it's kind of where you know, the battle is is raging on its And you know, if I'm, you know, a c i o If I'm But the point is, we can now use you know, these cloud resource is these cloud native services You know, we don't have, you know, a strong. So I'm excited to see where you know, no code low code survivalism those the obviously, you know, large generational shifts happening in the workforce. so, you know, practitioners, startups people that have a strong viewpoint.
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Rick Vanover, Veeam | VeeamON 2020
>>From around the globe. It's the cube with digital coverage of Veem on 2020 brought to you by beam. >>Hi buddy. Welcome back to the cubes. Ongoing coverage of Veem on 2020s Veem online 2020 I'm Dave Volante and Rick van overs here as a senior director of product strategy at Veem. Rick, it's always a great pleasure to see you. I wish we could see each other face to face. >>Yeah. You know, it's different this year, but, uh, yeah, it is always great to be on the cube. I think, uh, uh, in 2018 had an eight year gap and it's a N a couple of times we've been back since and yeah, happy to be back on the cube. >>So how's it going with you guys with the online format? I mean, breakouts are big for you cause you're, you're profiling some new products that we're going to get into, how's it all working for you? >>Well, it's been different. It's a good way to explain it in one word different, but the reality is I have a, uh, pardon, the language, a side hustle here, where at Veeam, I've worked with the event team to kind of bring the best content. And for the breakouts, that's an area that I've been working a lot with our speakers and our, some of our partners, external experts, users, and people who have, you know, beaten ransomware and stuff like that. But I've worked really hard to aggregate the content and get the best blend of content. And we kind of have taken an interesting approach where the breakouts are that library of content that we think organizations and the people who attend the event really take away the most. So we've got this full spectrum from R and D deep level stuff to just getting started type of stuff, and really all types of levels in between. And yeah, we want the breakouts to focus on generally available products, right? So I've worked pretty diligently to bring a good spread across the, uh, different products. And then a little secret trick we're doing is that into the summer, we're going to open up new content. So there's this broadcast agenda that we've got publicized, but then beyond that, we're going to sneak in some new content into the summer. >>Well, I'm glad you're thinking that way, because you know, a lot of what a lot of people are doing. There's a church trying to take their physical events and mirror it to the, to the digital or the virtual. And I think so often with physical events, people forget about the afterglow. And so I'm glad you guys are thinking about it upfront. >>Yeah. It has to be a mechanism that we've used it a couple of different ways, one to match how things are going to be released. Right? Cause being, we're always releasing products across the different set. I mean, we have one flagship product, but then the other products have their own cycles. So if something works well for that, we'll put it into the summer library. And then it's also a great opportunity for us to reach deep and get some content from people that we might not have been able to get before. In fact, we had one of our engineers who's based in Australia and great resource, great region, strong market for us, but I can't w if we were to have the in person event, I can't bring somebody from Australia for one session, but this was a great way to bring her expertise to the event without, you know, having the travel burden and different variety of speakers and different varieties of content. So there's ways that we've been able to build on it. But again, the top level word is definitely different, but I feel like it's working for sure. >>So Rick, give us the helicopter view of some of the product areas that we should be really be aware of as it relates to what you guys are doing at Veem on 2020. And then we'll, we'll drill in give us the high level though. >>Yeah. So for people attending the event and online, my advice really is that we're spread across about 75 to 80% of the content is for technical people. 20% of the content in the breakouts is going to be for decision makers or executives, that type. And then within that, the context of the technical content, we want to have probably 10 to 15% being like presenters from our R and D group. So very technical, uh, low level type discussions, highest level architect type stuff, kind of after that generic use cases, a nice and in the middle area, because we have a lot of people that are getting started with our products, like maybe they're new to the office three 65 backup, or they're new to backing up natively in the cloud. We have a lot of contexts around the virtual machine backup and storage integration, all those other great things, but the platform is kind of spread out at Veeam. There's a lot to take in. So the thought is wherever anyone is on their journey with any of the products and not some, that's a hard task to do with a certain number of slots. We want to provide something for everyone at every level. So that's the, that's the helicopter view. >>So let me ask you a couple of follow ups on that. So let's start with office three 65. Now you guys have shared data at this event, uh, talking about that most customers just say, Oh yeah, well, I trust Microsoft to do my backup. Well, of course, as we, well, well know it, backup is one thing, but recovery is everything. And so explain why, uh, what will explain the value that you guys bring? Why can't I just rely on the SAS vendor, uh, to, to do my backup and recovery? >>Well, there's a lot to that question, Dave, the number one thing I'll say is that at Veeam, we have partnerships with Microsoft. You have where HPE, all the household brands of it. And in many of these situations, we've always come into the market with the platform itself, providing a basic backup. I'll give windows, for example, anti backup, right? Yeah. Those, you know, it's there, but there's always a market for more capabilities, more functionality, more portability. So we've taken office three 65 is a different angle for backup. And we lead with the shared responsibility model, Microsoft as well as the other clouds, make it very clear that data classification and that responsibility of data that actually sits 100% with the customer. And so, yes, you can add things to the platform, but if we have organizations where we have things like I need to retain my content forever, or I need a discovery use case. >>And then if you think about broader use cases like one drive for business data, especially with the rapid shift of work from home organizations may not be not so much using the file server, but using things like one drive for business, for file exchanges, right? So having a control plane over that data is, is very important. So we really base it on the shared responsibility and Microsoft is one of our strongest partners. So they are very keen for us to provide solutions that are going to consume and move data around to, to meet customer needs in the cloud and in the SAS environment. For sure. So, you know, it's been a very easy conversation for our customers and it's our fastest growing product as well. So, uh, this, this product is doing great. Uh, I don't have the quarterly numbers, but we just released the mid part of Q4. We just released the newest release, which implemented object storage support. So that's been the big ask for our customers, right? So it's a, it's that product's doing great. >>Yeah. So, you know, that notion of shared responsibility, you hear that a lot in cloud security, you're applying it to cloud data protection, which, you know, security and data protection are now, you know, there's a lot of gray area between them now. Uh, and I think it's, you know, security is a, or data protection is a fundamental part of your security strategy, but that notion of shared responsibility is very important. And one that's oftentimes misunderstood because people hear, Oh, it's in the cloud. Okay. My cloud vendor has got to cover it, but what does, what does that shared responsibility mean? Ultimately, isn't it up to the customer to own the end end result. >>It is. And I look at, especially Microsoft, they classify their software for different ways on prem software, uh, software as a service, the infrastructure as a service. Uh, I forget what the third one is, but they have so many different ways that you can package their software, but in all of them, they put the data classification for the customer and it same for other clouds as well. And when, if I'm an organization today, if I'm running data in a SAS platform, if I am running systems in iOS platforms, in the hyperscale public clouds, that is an opportunity for me to really think about that control plane of the data and the backup and restore responsibility, because it has to be easy to use. It has to be very consumable so that customers can avoid that data loss or be in a situation where the complexity to do a restore is so miserable that they may not even want to go do it. I've actually had conversations with organizations as they come to Veeam. That was their alternative. Oh, it's just too painful to do. Like, why would you even do that? You know, so that, that shared responsibility model across the different data types in the cloud and on-premise well, and SAS models, that's really where we find the conversations go pretty nicely. >>Right. And if it's too complicated, you won't even bother testing it. So I want to ask you something about cloud native. You mentioned cloud native, your cloud native capabilities, um, and I'm, I'm inferring from that, that you basically are not just taking your on prem stack and shoving it into the cloud. You're actually taking advantage of the native cloud services. Can you, can you explain what's going on there and maybe some product specifics? >>Sure. So, you know, Veeam has this reputation of number one, VM backup, you know, here in my office, I have posters from all over the years and somewhere down here is number one, VM backup. And that's where we cut our teeth and got our name out there. But now if you're an Azure, if you're an Amazon, we have cloud native backup products available. In fact, the last time you and I spoke was that an Amazon reinvent where we launched the Amazon product. And then last month we launched the Azure product, which provides cloud native backup for Azure. And so now we have this cloud feature parody and those products are going to move very quickly as well. We've had the software as a service product for office three 65, where we keep adding services. And we saw in the general session, we're going to add protection for a new service in office three 65. >>So we're going to continue to innovate around these different areas. And there's also another cloud that we announced a capability for as well. So, you know, the platform at Veem it's growing, and it's amazing to see this happen cause you know, customers are making cloud investments and there's no cloud for all right. So some organizations like this cloud that cloud are a little bit of these two clouds combined. So we have to really go into the cloud with customer needs in mind because there's no one size fits all approach to the cloud, but their data, everybody knows how important that is. >>So to that end though, each, each cloud is going to have a set of native services and you've got to develop specific to that cloud, right? So that you can have the most, the lowest, highest performance, the most efficient, the lowest cost data protection solution backup and recovery possible is that, I mean, taking advantage of those native cloud services is going to be unique for each cloud, right? Because AWS has cloud and Azure cloud. Those are, those are different, you know, technically underneath, is that, is that right? >>You're absolutely right. And the cost models, they have different behaviors across the clouds. In fact, the breakout that I did here at the event with Melissa Palmer, those who are interested in the economics of the cloud should check that out because the cloud is all about consuming those resources. When I look at backup, I don't want backup to be a cost prohibitive insurance policy. Basically I want backup to be a cost effective yet resilient technology that when we're using the cloud, we can kind of balance all these needs. And one of the ways that beam's done that is we've put in cost estimators, which it's not that big of a like flashy part of the user interface, but it's so powerful to customers. The thought is if I want to consume infrastructure as a service in the cloud, and I want to back up via API calls, snapshots to ECE, two instances only nice and high performance, nice and fast. >>But the cost profile of that if I kept them for a year is completely different than if I used object storage. And what we're doing with the Veeam backup for Azure and Amazon products is we're putting those numbers right there in the wizard. So you could say, Hey, I want to keep two years of data. And I have snapshots and I have object storage, totally different cost profiles. And I'll put those costs testaments in there. And you can make egregious examples where it'll be like 10 and 20 X the price, but it really allows customers to get it fast, to get it cost efficient. And more importantly, at the end of the day, have that protection that they need. And that's, you know, that's something that I've been trying to evangelize at this cost. Estimator is a really big deal. >>Yeah. Provides transparency so that you can let the business, you know, drive sort of what the, what the data protection level is as opposed to sort of either, whether it's a one size fit all or you're under protected or overprotected and spending too much, I asked Anton is going to kind of, how do you prioritize it? Because basically his answer was we look at the economics and then ultimately you're giving tools to allow the customer to decide, >>Yeah, you don't want to have that surprise cloud bill at the end of the month. You don't want to have, um, you know, waste in the cloud and Anton's right. The economics are very important. The modeling process that we use is interesting. I had a chat with one of the product managers who is basically in charge of our cloud economic modeling and to the organizations out there. This is a really practical bit is, think about modeling, think about cloud economics, because here's the very important part. If you've already implemented something it's too late and what I mean by that, the economics, if they're not right when you implement it, so you're not modeling ahead of time. Once you implement, you can monitor it all you want, but you're just going to monitor it off the model. So the thought is, this is all a backwards process. You have to go backwards with the economics, with the modeling, and that will lead you to no surprises down the road. For sure. >>I want to ask you about the COVID impact generally, but specifically as it relates to ransomware, I mean, we've had a lot more inquiries regarding ransomware. There's certainly a lot more talk about it in the press. What have you seen, uh, specifically with respect to ransomware since the pandemic and since the lockdown. >>So that's something that's near and dear to my heart on the technology team here at product strategy, everyone has like a little specialization industry specialization. Ransomware's mine. So good ask. So the one thing that sticks out to me a lot is identifying where ransomware comes in and around. I have one data point that indicated around 58 or so percent of ransomware comes in through remote desktop. And the thought here is if we have shifted to remote access and new working models, what really worries me, Dave is when people hustle, when people hurry and the thought here is you can have it right. Or you can have it right now in mid March, we needed to make a move right now. So I worry about UN UN incomplete security models, right? People hurrying to, um, implement and maybe not taking their security, right. Especially when you think about most ransomware can come in through remote desktop. >>I thought fish attacks were the main attack vector, but I had some data points that told me this. So I have been, and I just completed a great white paper that those watching this can go to dot com and download. But the thought here is I just completed a great white paper on tips to beat ransomware and yes, Veeam has capabilities, but here's the logic. Dave. I like to explain it this way, beating ransomware. And we had a breakout that I recorded here at the event, encourage everyone to watch that I had two users share their story of how they beat ransomware with Veem. Two very different ways too. Any product is, or is not necessarily ransomware resilient. It's like going through an audit. And what I mean by that is people ask me all the time is being compliant to this standard or that standard it's 100% dictated how the product's implemented, how the product's audited, same with ransomware. >>It's 100% dictated on how Veem is implemented. And then what's the nature of the exploit. And so I break it down to three simple things. We have to educate. We have to know what threats are out there. We have to know who is accessing, what data. And then the big part of it is the implementation. How have we implemented Veeam? Are we keeping data in immutable buckets in the cloud? Are we keeping data with an air gap? And then three, the remediation when something does happen, how do we go about solving that problem? I talked to our tech support team who deals with it every day and they have very good insights, very good feedback on this phenomena. And that they've helped me shape some of the recommendations I put in the paper. But, uh, yeah, it's a 30 page paper. I don't know if I can summarize it here. That's a long one for me, but, uh, the threats real, and this is something we'll never be done with. Right. I have, I've done two other papers on it and I'm going to have another one soon after that, but we're building stuff into the product. We're educating the market. And, um, you know, we're winning, we're seeing like I had the two customers, um, beat ransomware, great stories. I think I learned so much hearing from someone who's gone through it and that you can find that in the, in the Vermont broadcast for those attending here. >>Well, you've touched on a couple of having them take advantage of the cloud guys who have these immutable mutable buckets that you can, you can leverage. Um, a lot of people don't even don't even know about that. Um, and then, like you say, create an air gap and presumably there's best practice around how often you write to that bucket and how often you create, you know, that air gap you may be, you may be change up the patterns. I don't know other, other thoughts on that. >>Well, I collectively put, I've created a term and uh, nobody's questioning me on it yet, so that's good, but I'm calling it ultra resilient storage. And what I'm referring to is that immutable backup in the cloud. And if we, it becomes a math calculation, you know, if you have one data point in there, that's good. But if you had a week's worth of data points, that's better. If you had a month's worth of data points, that's even better. But of course those cost profiles are going to change. Same thing with tape tapes, a an air gap, removable media, and I go back and forth on this, but some of the more resilient storage snapshot engines can do ultra resilient techniques as well, such as like, uh, pure storage, safe mode and NetApp snap fall. And then the last thing is actually a Veeam technology. It's been out for three, four years now, insider protection. >>It's a completely out of band copy of backup data that that Veeam cloud connect offers. So my thought here is that these ultra resilient types, those are best defense in these situations. And, you know, it's, it's a, it becomes a calculated risk of how much of it do I want to keep, because I want to have the most restore options available. I want to have no data loss, but I also don't want it old. Right. You know, there's a huge decline in value taking your business back a year ago, because that's the last tape you had, for example, I want today's or yesterday's backup if I'm in that type of situation. So I go through a lot of those points in my paper, but I hope that, um, those out there fighting the war on ransomware have the tools. I know they have the tools to win with them. >>Well, it's like we were talking about before and ransomware is a really good example of the, the blurring lines between security and backup and recovery. Of course. Uh, what role do analytics play in terms of providing transparency and identifying anomalous behavior in the whole ransomware equation? >>Well, the analytics are very important and I have to be really kind of be transparent, you know, VMs, backup company, right? We're not a security tool, but this is it's getting awfully close. And the, I don't want to say the long form historical definition of it. Security was something around this thing called a CIA triad, maintaining confidentiality, integrity, and availability of data. So security tools are really big on the confidentiality and integrity side of it. But on the availability side, that's ravine can come in. So the analytics come in to our play pretty naturally, right? We have, the Veem has had for years now, uh, an alarm that detects abnormal behavior in regards to CPU rights or CPU usage and disk, right IO. Like if there's both of those or abnormally high, that this is what we call possible ransomware activity. Or if we have a incremental backup, that is like 100% change rate, that's a bad sign, right. >>Things like that. And then the other angle is even on PCs desktops like this computer, I'm talking to you now on w we have just simple logic of, once you take a backup eject the drive. So it's offline, right? So analyzing where the threats come from, what kind of behavior they're going to have when we apply it to backup. Veem can have these built in analytic engines that are just transparently there for our customers. There's no deep reeducation necessary to use these, but the thought is we want a very flexible model. That's going to just provide simple ease of use, and then allow that protection with the threatscape to help it help the customers where we can, because no two ransomware threats are the same. That's the other thing. They are so varied in what they do everything from application specific to files. And now there's these new ones that upload data. The ransom is actually a data leak. They're not encrypting the data. They're just the ransom is to take down potentially huge amounts of data leakage, right? So, um, all kinds of threat actors out there for sure. >>You know, it's a last kind of line of questioning here. Rick is, as I've said, a number of times, it's just, it's ironic that we're entering this new decade in this pandemic hits. And everybody talks about the acceleration of certain trends. But if you think about the trends, you know, last decade, it's always performance and costs. We talked a lot about granularity. We talked about, you know, simplicity, you guys expanded your number of use cases. Uh, the, the support, the compatibility matrix, if you will, all those things are sort of things that you've executed on. As you look forward to this coming decade, we talked about cloud. I mean, we were talking about cloud, you know, back in the, in 2008, 2009 time frame, but it was a relatively small portion of the business. Now everybody's talking cloud. So cloud cloud, native DePaul discussion on ransomware and maybe even broader business resiliency, digital transformation, we've been, we've been given lip service in a lot of cases to digital transformation. All of a sudden that's changed. So as you put on, you pull out the telescope and look forward to the trends that are going to drive your thinking in themes, decision making. What do you look toward? >>Well, I think that laser focused on four things, backup solutions for cloud workloads, and there's incredible opportunity there, right? So yes, we have a great Azure story, great Amazon story. And in the keynote, we indicated the next cloud capability, but there's still more, there's more services in the cloud that we need to go after. There's also the sass pocket. We have a great office, three 65 story, but there's other SAS products that we could provide a story for. And then the physical and virtual platforms. I mean, I feel really confident there we've got really good capabilities, but there's always the 1%. And you know, what's in the corner. What's the 1% of the 1%, right? And those are workloads we can continue to go after. But my thought is, as long as we attack those four areas, we're going to be on a good trajectory to deliver on that promise of being that most trusted provider of cloud data management for backup solutions. >>So my thought here is that we're going to just keep adding products. And it's very important to make it sometimes a new product. We don't want to just bolt it on to backup and replication via 11 or be 10 for that, for that matter, because it'll slow it down, right? The cloud native products are going to have to have their own cadence, their own independent, um, development cycles. And they're going to move faster, right? Because they'll need to, so you'll, you'll see us continuing to add new products, new capabilities, and sometimes it'll, it'll intermix, you know, and that's, that's, that's the whole definition of a platform when one product is talking to another, from a management side, a control plane, given customer portability, all that stuff. So we're going to just go after a cloud, virtual, physical SAS, and new products and new capabilities to do it. >>Well, Rick, it's always a pleasure talking to you. Your home studio looks great. You look good. And, but, but nonetheless, hopefully we'll be able to see each other face to face here shortly. Thanks for coming on. >>Thank you, Dave. >>All right. And thank you for watching. Everybody's Dave Vellante and our continuous coverage of the Mon 2020, the online version of right back, right after this short break.
SUMMARY :
of Veem on 2020 brought to you by beam. Rick, it's always a great pleasure to see you. I think, uh, uh, in 2018 had an eight year gap and it's a N a couple And for the breakouts, that's an area that I've been working a lot with our speakers and our, And so I'm glad you guys are thinking about it upfront. event without, you know, having the travel burden and different variety of speakers and of as it relates to what you guys are doing at Veem on 2020. any of the products and not some, that's a hard task to do with a certain number of slots. So let me ask you a couple of follow ups on that. And so, yes, you can add things to the platform, And then if you think about broader use cases like one drive for business data, you know, security is a, or data protection is a fundamental part of your security strategy, but that notion of shared responsibility and the backup and restore responsibility, because it has to be easy to use. And if it's too complicated, you won't even bother testing it. In fact, the last time you and I spoke was that an Amazon reinvent where we launched the platform at Veem it's growing, and it's amazing to see this happen cause you know, So that you can have the most, And one of the ways that beam's done that is we've put in cost estimators, which it's And more importantly, at the end of the day, have that protection that they need. how do you prioritize it? You have to go backwards with the economics, with the modeling, and that will lead you to no surprises I want to ask you about the COVID impact generally, but specifically as it relates to ransomware, And the thought here is if we have shifted to remote access and new And we had a breakout that I recorded here at the event, encourage everyone to watch And so I break it down to three simple things. mutable buckets that you can, you can leverage. you know, if you have one data point in there, that's good. because that's the last tape you had, for example, I want today's or yesterday's backup if I'm in the whole ransomware equation? So the analytics I'm talking to you now on w we have just simple logic of, once you take a backup eject I mean, we were talking about cloud, you know, back in the, in 2008, And in the keynote, we indicated the next cloud capability, but there's still more, And they're going to move faster, right? Well, Rick, it's always a pleasure talking to you. And thank you for watching.
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Rick Vanover, Veeam
>> From around the globe, it's theCUBE, with digital coverage of VeeamON 2020, brought to you by Veeam. >> Hi, everybody, welcome back to theCUBE's ongoing coverage of VeeamON 2020, it's Veeam online 2020. I'm Dave Vellante. And Rick Vanover's here, he's the senior director of product strategy at Veeam. Rick, it's always a great pleasure to see you. I wish we could see each other face-to-face. >> Yeah, you know it's different this year, but yeah, it is always great to be on theCUBE. I think in 2018, it had a eight-year gap and a couple of times we've been back since, and yeah, happy to be back on theCUBE. >> So how's it going with you guys with the online format? Breakouts are big for you 'cause you're profiling some new products that we're going to get into. How's it all working for you? Well, it's been different. It's a good way to explain it in one word, different. But the reality is, I have a, pardon the language, a side hustle here where at Veeam, I've worked with the event team to bring the best content, and for the breakouts, it's an area that I've been working a lot with our speakers and some of our partners and external experts, users, and people who have beaten ransomware and stuff like that. But I've worked really hard to aggregate the content and get the best blend of content. And we kind of have taken an interesting approach where the breakouts are that library of content that we think organizations and the people who attend the event really take away the most. So, we've got this full spectrum from R&D deep level stuff to just getting started type of stuff, and really all types of levels in between. We want the breakouts to focus on generally available products, right? So I've worked pretty diligently to bring a good spread across the different products. And then a little secret trick we're doing is that into the summer, we're going to open up new content. So there's this broadcast agenda that we've got publicized, but then beyond that we're going to sneak in some new content into the summer. >> Well, I'm glad you're thinking that way, because what a lot of people are doing, they're just trying to take their physical events and mirror it to the digital or the virtual, and I think so often with physical events, people forget about the afterglow, so I'm glad you guys are thinking about it upfront. >> Yeah, it has to be a mechanism, that we've used it a couple of different ways. One to match how things are going to be released, right? 'Cause Veeam, we're always releasing products across the different set. We have one flagship product, but then the other products have their own cycles. So if something works well for that, we'll put it into the summer library. And then it's also a great opportunity for us to reach deep and get some content from people that we might not have been able to get before. In fact, we had one of our engineers who's based in Australia, and great resource, great region, strong market for us, but if we were to have the in-person at that, I can't bring somebody from Australia for one session. But this was a great way to bring her expertise to the event without having the travel burden and different variety of speakers and different varieties of content. So there's ways that we've been able to build on it, but again, the top level word is definitely different. But I feel like it's working for sure. >> So, Rick, give us the helicopter view of some of the product areas that we should really be aware of as it relates to what you guys are doing at VeeamON 2020, and then we'll drill in. Give us the high level though. >> So for people attending the event online, my advice really is that we're spread across about 75 to 80% of the content is for technical people. 20% of the content in the breakouts is going to be for decision-makers or executives, that type. And then within the context of the technical content, we want to have probably 10 to 15% be presenters from our R&D group, so very technical low-level type discussions, highest level architect type stuff after that. Generic use case is a nice in-the-middle area, because we have a lot of people that are getting started with our products, so like maybe they're new to the Office 365 backup or they're new to backing up natively in the cloud. We have a lot of context around the virtual machine backup and storage integration and all those other great things, but when the platform is kind of spread out at Veeam, there's a lot to take in. So the thought is wherever anyone is on their journey with any of the products, and that's a hard task to do with a certain number of slots, we want to provide something for everyone at every level. So that's the helicopter view. >> So let me ask you a couple of followups on that. So let's start with Office 365. Now, you guys have shared data at this event, talking about most customers just say, "Oh, yeah, well, I trust Microsoft to do my backup." Well, of course, as we well know, backup is one thing (chuckles) but recovery is everything. Explain the value that you guys bring. Why can't I just rely on the SaaS vendor to do my backup and recovery? >> Well, there's a lot to that question, Dave. The number one thing I'll say is that at Veeam, we have partnerships with Microsoft, VMware, HPE, all the household brands of IT, and in many of these situations, we've always come into the market with the platform itself providing a basic backup. I'll give Windows, for example, anti-backup. It's there, but there's always a market for more capabilities, more functionality, more portability. So we've taken Office 365 as a different angle for backup, and we lead with the shared responsibility model. Microsoft as well as the other clouds make it very clear that data classification and that responsibility of data, that actually sits 100% with the customer. And so, yes, you can add things to the platform, but if we have organizations where we have things like, I need to retain my content forever, or I need a discovery use case, and then if you think about broader use cases, like OneDrive for business data, especially with the rapid shift of work from home, organizations may now be not so much using the file server, but using things like OneDrive for Business for file exchanges. So, having the control plane open that data is very important, so we really base it on the shared responsibility. And Microsoft is one of our strongest partners, so they are very keen for us to provide solutions that are going to consume and move data around to meet customer needs in the cloud and in the SaaS environment for sure. So, it's been a very easy conversation for our customers and it's our fastest growing product as well. So this product is doing great. I don't have the quarterly numbers but we just released in the mid part or the Q4, we just released the newest release, which implemented object storage support, so that's been the big ask for customers, right? So that product's doing great. >> Yeah, so that notion of shared responsibility, you hear that a lot in cloud security. You're applying it to cloud data protection, which you know security and data protection are now, there's a lot of gray area between them now. And I think security or data protection is a fundamental part of your security strategy. But that notion of shared responsibility is very important and one that's oftentimes misunderstood because people hear, oh, it's in the cloud, okay, my cloud vendor's got it covered. But what does that shared responsibility mean? Ultimately, isn't it up to the customer to own the end result? >> It is, and I look at especially Microsoft. They classify their software four different ways, on-prem software, software as a service, infrastructure as a service, and I forget whatever the third one is, but they have so many different ways that you can package their software, but in all of them, they put the data classification for the customer. And it's the same for other clouds as well. And if I'm an organization today, if I'm running data in a SaaS platform, if I am running systems in IAS platforms, in the hyperscale public clouds, that is an opportunity for me to really think about that control plane of the data, and the backup and restore responsibility, because it has to be easy to use. It has to be very consumable so that customers can avoid that data loss or be in a situation where the complexity to do a restore is so miserable that they may not even want to go do it. I've actually had conversations with organizations as they come to Veeam, that was their alternative. Oh, it's just too painful to do, like, why would you even do that? So that shared responsibility model across the different data types in the cloud and on-prem as well and SaaS models, that's really where we find the conversations go pretty nicely. >> Right, and if it's too complicated, you won't even bother testing it. So, I want to ask you something about cloud data. You mentioned cloud native capabilities, and I'm inferring from that, that you basically are not just taking your on-prem stack and shoving it into the cloud. You're actually taking advantage of the native cloud services. Can you explain what's going on there, and maybe some product specifics? >> Sure, so Veeam has this reputation of number one VM backup. I'm here in my office, I have posters from all over the years, and somewhere down here is number one VM backup. And that's where we cut our teeth and got our name out there. But now if you're in Azure, if you're in Amazon, we have cloud native backup products available. In fact, the last time you and I spoke was at Amazon re:Invent where we launched the Amazon product. And then last month, we launched the Azure product, which provides cloud native backup for Azure, and so now we have this cloud feature parody, and those products are going to move very quickly. As well, we've had this software as a service product for Office 365 where we keep adding services. And we saw in the general session, we're going to add protection for a new service in Office 365. So we're going to continue to innovate around these different areas, and there's also another cloud that we announced a capability for as well. So the platform at Veeam, it's growing, and it's amazing to see this happen, 'cause customers are making cloud investments and there's no cloud for all. So some organizations like this cloud, that cloud, or a little bit of these two clouds combined. So we have to really go into the cloud with customer needs in mind, because there's no one size fits all approach to the cloud, but the data, everybody knows how important that is. >> To that end though, each cloud is going to have a set of native services, and you've got to develop specific to that cloud, right, so that you can have the highest performance, the most efficient, the lowest cost data protection solution backup and recovery possible. Taking advantage of those native cloud services is going to be unique for each cloud, right? 'Cause AWS' cloud and Azure cloud, those are different technically underneath. Is that right? >> You're absolutely right, and the cost models have different behaviors across the clouds. In fact, the breakout that I did here at the event with Melissa Palmer, those who are interested in the economics of the cloud should check that out, because the cloud is all about consuming those resources. When I look at backup, I don't want backup to be a cost-prohibitive insurance policy, basically. I want backup to be a cost-effective, yet resilient technology that when we're using the cloud, we can kind of balance all these needs. And one of the ways that Veeam's done that is we've put in cost estimators, which it's not that big of a flashy part of the user interface, but it's so powerful to customers. The thought is if I want to consume infrastructure as a service in the cloud, and I want to back up via API call snapshots to EC2 instances only, nice and high performance, nice and fast, but the cost profile of that if I kept them for a year is completely different than if I used object storage. And what we're doing with the Veeam backup for Azure and Amazon products is we're putting those numbers right there in the wizard. So you could say, "Hey, I want to keep two years of data, "and I have snapshots and I have object storage," totally different cost profiles, and I'll put those cost estimates in there. You could make egregious examples where it'll be like 10 and 20 x the price, but it really allows customers to get it fast, to get it cost-efficient, and more importantly at the end of the day, have that protection that they need. And that's something I've been trying to evangelize that this cost estimator is a really big deal. >> It provides transparency so that you're going to let the business drive sort of what the data protection level is, as opposed to sort of whether it's a one-size-fit-all or you're under-protected or over-protected and spending too much. I ask Anton, "How do you prioritize?" Basically his answer was we look at the economics. And then ultimately you're giving tools to allow the customer to decide. >> Yeah, you don't want to have that surprise cloud bill at the end of the month. You don't want to have waste in the cloud, and Anton's right, the economics are very important. The modeling process that we use is interesting. I had a chat with one of the product managers who is basically in charge of our cloud economic modeling, and to the organizations out there, this is a really practical bit, is think about modeling, think about cloud economics, because here's the very important part. If you've already implemented something, it's too late. And what I mean by that, the economics, if they're not right when you implement it so you're not modeling it ahead of time, once you implement, you can monitor it all you want, but you're just going to monitor it off the model. So the thought is this is all a backwards process. You have to go backwards with the economics, with the model, and then that will lead you to no surprises down the road. >> I want to ask you about the COVID impact generally, but specifically as it relates to ransomware, we've had a lot more inquiries regarding ransomware. There's certainly a lot more talk about it in the press. What have you seen specifically with respect to ransomware since the pandemic and since the lockdown? >> So that's something that's near and dear to my heart. On the technology team here at product strategy, everyone has a little specialization, industry specialization. ransomware is mine, so good ask. Whew, so the one thing that sticks out to me a lot is identifying where ransomware comes in, and I have one data point that indicated around 58 or so percent of ransomware comes in through remote desktop. And the thought here is if we have shifted to remote access and new working models, what really worries me, Dave, is when people hustle, when people hurry. And the thought here is you can have it right or you can have it right now. In mid-March, we needed to make a move right now. So, I worry about incomplete security models, people hurrying to implement and maybe not taking their security right, especially when you think about most ransomware can come in through remote desktop. I though phish attacks were the main attack vector, but I had some data points that told me this. So I have been, and I just completed a great white paper that those watching this can go to veeam.com and download, but the thought here is I just completed a great white paper on tips to beat ransomware, and yes, Veeam has capabilities, but here's the logic, Dave. I like to explain it this way. Beating ransomware, and we had a breakout that I recorded here at the event and encourage everyone to watch that, I had two users share their story of how they beat ransomware with Veeam, two very different ways, too. Any product is or is not necessarily ransomware-resilient. It's like going through an audit. What I mean by that is people ask me all the time, is Veeam compliant to this standard or that standard? It's 100% dictated how the product's implemented, how the product's audited. Same with ransomware. It's 100% dictated on how Veeam is implemented and then what's the nature of the exploit. And so I break it down into three simple things. We have to educate. We have to know what threats are out there, we have to know who is accessing what data, and then the big part of it is the implementation. How have we implemented Veeam? Are we keeping data in immutable buckets in the cloud? Are we keeping data with an air gap? And then three, the remediation. When something does happen, how do we go about solving that problem? I talked to our tech support team who deals with it every day, and they have very good insights, very good feedback on this phenomena, and that they've helped me shape some of the recommendations I put in the paper. But yeah, it's a 30-page paper. I don't know if I can summarize it here. It's a long one for me, but the threat's real, and this is something we'll never be done with, right? I've done two other papers on it, and I'm going to have another one soon after that. But we're building stuff into the product, we're educating the market, and we're winning. We're seeing like I had the two customers beat ransomware, great stories. I think I learn so much hearing from someone who's gone through it, and that you can find that in the VeeamON broadcast for those attending here. >> Well, you touched on a couple. Take advantage of the cloud guys who have these immutable buckets that you can leverage. A lot of people don't even know about that. And then, like you say, create an air gap, and presumably there's best practice around how often you write to that bucket and how often you create that air gap. You maybe change up the patterns, I don't know, other thoughts on that. >> Well, I collectively put, I've created a term, and nobody's questioning me on it yet, so that's good, but I'm calling it ultra-resilient storage. And what I'm referring to is that immutable backup in the cloud. It becomes a math calculation. If you have one data point in there, that's good, but if you had a week's worth of data points, that's better. If you had a month's worth of data points, that's even better. But of course, those cost profiles are going to change. Same thing with tape, tape's an air gap, removable media, and I go back and forth on this, but some of the more resilient storage snapshot engines can do ultra-resilient techniques as well, such as like Pure Storage SafeMode and NetApp SnapVault. And then the last thing is actually a Veeam technology that's been out for, I don't know, three or four years now, insider protection, it's a completely out-of-band copy of backup data that Veeam Cloud Connect offers. So my thought here is that these ultra-resilient types, those are the best defense in these situations. It becomes a calculated risk of how much of it do I want to keep, because I want to have the most restore options available, I want to have no data loss. But I also don't want it old. There's a huge decline in value of taking your business back a year ago, because that's the last tape you had, for example. I want today's or yesterday's backup if I'm in that type of situation. So, I go through a lot of those points in my paper, but I hope that those out there fighting the war on ransomware have the tools. I know they have the tools to win with Veeam. >> Well, it's like we were talking about before, and ransomware is a really good example of the blurring lines between security and backup and recovery, of course. What role do analytics play in terms of providing transparency and identifying anomalous behavior in the whole ransomware equation? >> Well, the analytics are very important, and I have to be really kind of, be completely transparent. Veeam is a backup company. We're not a security tool. But it's getting awfully close. I don't want to say, the long form historical definition of IT security was something around this thing called a CIA triad, maintaining confidentiality, integrity, and availability of data. So, security tools are really big on the confidentiality and integrity side of it, but on the availability side, that's where Veeam can come in. So the analytics come in to our play pretty naturally. Veeam has had for years now an alarm that detects abnormal behavior in regards to CPU usage and disk write IO. If there's both of those are abnormally high, that is what we call possible ransomware activity. Or if we have a incremental backup that is like 100% change rate, that's a bad sign, things like that. And then the other angle is, even on PC's desktops, like this computer I'm talking to you now on, we have just simple logic of once you take a backup, eject the drive so it's offline, right? So analyzing where the threats come from, what kind of behavior they're going to have, when we apply it to backup, Veeam can have these builtin analytic engines that are just transparently there for our customers. There's no deep re-education necessary to use these, but the thought is we want a very flexible model that's just going to provide simple ease of use and then allow that protection with the threatscape to help the customers where we can, because no two ransomware threats are the same. That's the other thing. They are so varied in what they do, everything from application specific to files, and now there's these new ones that upload data. The ransom is actually a data leak. They're not encrypting the data, the ransom is take down potentially huge amounts of data leakage. So all kinds of threat actors out there, for sure. >> You know, the last line of questioning here, Rick, is I've said a number of times, it's ironic that we're entering this new decade and this pandemic hits. Everybody talks about the acceleration of certain trends, but if you think about the trends, last decade, it's always performance and cost, we talked a lot of granularity, we talked about simplicity, you guys expanded your number of use cases, the support, the compatibility matrix if you will. All those things are sort of things that you've executed on. As you look forward to this coming decade, we talked about cloud. I mean, we were talking about cloud back in 2008, 2009 timeframe, but it was a relatively small portion of the business. Now everybody's talking cloud, so cloud, cloud native, the whole discussion on ransomware, and being broad, our business resiliency. Digital transformation, we've been given lip service in a lot of cases to digital transformation. All of a sudden, that's changed. So as you pull out the telescope and look forward to the trends that are going to drive your thinking and Veeam's decision making, what do you look toward? >> Well, I think that Veeam is laser-focused on four things. Backup solutions for cloud, workloads, and there's incredible opportunity there, right? So yes, we have a great Azure story, great Amazon story, and in the keynote we indicated the next cloud capability, but there's still more, there's more services in the cloud that we need to go after. There's also the SaaS market. We have a great Office 365 story, but there's other SaaS products that we could provide a story for. And then the physical and virtual platforms, I mean, I feel really confident there. We've got really good capabilities, but there's always the 1% and what's in the corner, and what's the 1% of the 1%? And those are workloads we can continue to go after. But my thought is, as long as we attack those four areas, we're going to be on a good trajectory to deliver on that promise of being that most trusted provider of cloud data management for backup solutions. So, my thought here is that we're going to just keep adding projects, and it's very important to make it sometimes a new product. We don't want to just bolt it on to Backup and Replication V11 or V10 for that matter, because it'll slow it down. The cloud native products are going to have to have their own cadence, their own independent development cycles, and they're going to move faster, 'cause they'll need to. So you'll see us continue to add new products, new capabilities, and sometimes it'll intermix, and that's the whole definition of a platform, when one product is talking to another, from a management side, a control plane, giving customer portability, all that stuff. So we're just going to go after cloud virtual/physical SaaS and new products and new capabilities to do it. >> Well, Rick, it's always a pleasure talking to you. Your home studio looks great, you look good, but nonetheless, hopefully we'll be able to see each other face-to-face here shortly. Thanks for coming on. >> Thank you, Dave. >> All right, and thank you for watching, everybody. It's Dave Vellante and our continuous coverage of VeeamON 2020, the online version. We'll be right back right after this short break. (upbeat music)
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Colin Mahony, Vertica at Micro Focus | Virtual Vertica BDC 2020
>>It's the queue covering the virtual vertical Big Data Conference 2020. Brought to you by vertical. >>Hello, everybody. Welcome to the new Normal. You're watching the Cube, and it's remote coverage of the vertical big data event on digital or gone Virtual. My name is Dave Volante, and I'm here with Colin Mahoney, who's a senior vice president at Micro Focus and the GM of Vertical Colin. Well, strange times, but the show goes on. Great to see you again. >>Good to see you too, Dave. Yeah, strange times indeed. Obviously, Safety first of everyone that we made >>a >>decision to go Virtual. I think it was absolutely the right all made it in advance of how things have transpired, but we're making the best of it and appreciate your time here, going virtual with us. >>Well, Joe and we're super excited to be here. As you know, the Cube has been at every single BDC since its inception. It's a great event. You just you just presented the key note to your to your audience, You know, it was remote. You didn't have that that live vibe. And you have a lot of fans in the vertical community But could you feel the love? >>Yeah, you know, it's >>it's hard to >>feel the love virtually, but I'll tell you what. The silver lining in all this is the reach that we have for this event now is much broader than it would have been a Z you know, you know, we brought this event back. It's been a few years since we've done it. We're super excited to do it, obviously, you know, in Boston, where it was supposed to be on location, but there wouldn't have been as many people that could participate. So the silver lining in all of this is that I think there's there's a lot of love out there we're getting, too. I have a lot of participants who otherwise would not have been able to participate in this. Both live as well. It's a lot of these assets that we're gonna have available. So, um, you know, it's out there. We've got an amazing customers and of practitioners with vertical. We've got so many have been with us for a long time. We've of course, have a lot of new customers as well that we're welcoming, so it's exciting. >>Well, it's been a while. Since you've had the BDC event, a lot of transpired. You're now part of micro focus, but I know you and I know the vertical team you guys have have not stopped. You've kept the innovation going. We've been following the announcements, but but bridge the gap between the last time. You know, we had coverage of this event and where we are today. A lot has changed. >>Oh, yeah, a lot. A lot has changed. I mean, you know, it's it's the software industry, right? So nothing stays the same. We constantly have Teoh keep going. Probably the only thing that stays the same is the name Vertical. Um and, uh, you know, you're not spending 10 which is just a phenomenal released for us. So, you know, overall, the the organization continues to grow. The dedication and commitment to this great form of vertical continues every single release we do as you know, and this hasn't changed. It's always about performance and scale and adding a whole bunch of new capabilities on that front. But it's also about are our main road map and direction that we're going towards. And I think one of the things have been great about it is that we've stayed true that from day one we haven't tried to deviate too much and get into things that are barred to outside your box. But we've really done, I think, a great job of extending vertical into places where people need a lot of help. And with vertical 10 we know we're going to talk more about that. But we've done a lot of that. It's super exciting for our customers, and all of this, of course, is driven by our customers. But back to the big data conference. You know, everybody has been saying this for years. It was one of the best conferences we've been to just so really it's. It's developers giving tech talks, its customers giving talks. And we have more customers that wanted to give talks than we had slots to fill this year at the event, which is another benefit, a little bit of going virtually accommodate a little bit more about obviously still a tight schedule. But it really was an opportunity for our community to come together and talk about not just America, but how to deal with data, you know, we know the volumes are slowing down. We know the complexity isn't slowing down. The things that people want to do with AI and machine learning are moving forward in a rapid pace as well. There's a lot talk about and share, and that's really huge part of what we try to do with it. >>Well, let's get into some of that. Um, your customers are making bets. Micro focus is actually making a bet on one vertical. I wanna get your perspective on one of the waves that you're riding and where are you placing your bets? >>Yeah, No, it's great. So, you know, I think that one of the waves that we've been writing for a long time, obviously Vertical started out as a sequel platform for analytics as a sequel, database engine, relational engine. But we always knew that was just sort of takes that we wanted to do. People were going to trust us to put enormous amounts of data in our platform and what we owe everyone else's lots of analytics to take advantage of that data in the lots of tools and capabilities to shape that data to get into the right format. The operational reporting but also in this day and age for machine learning and from some pretty advanced regressions and other techniques of things. So a huge part of vertical 10 is just doubling down on that commitment to what we call in database machine learning and ai. Um, And to do that, you know, we know that we're not going to come up with the world's best algorithms. Nor is that our focus to do. Our advantage is we have this massively parallel platform to ingest store, manage and analyze the data. So we made some announcements about incorporating PM ML models into the product. We continue to deepen our python integration. Building off of a new open source project we started with uber has been a great customer and partner on This is one of our great talks here at the event. So you know, we're continuing to do that, and it turns out that when it comes to anything analytics machine learning, certainly so much of what you have to do is actually prepare the big shape the data get the data in the right format, apply the model, fit the model test a model operationalized model and is a great platform to do that. So that's a huge bet that were, um, continuing to ride on, taking advantage of and then some of the other things that we've just been seeing. You continue. I'll take object. Storage is an example on, I think Hadoop and what would you point through ultimately was a huge part of this, but there's just a massive disruption going on in the world around object storage. You know, we've made several bets on S three early we created America Yang mode, which separates computing story. And so for us that separation is not just about being able to take care of your take advantage of cloud economics as we do, or the economics of object storage. It's also about being able to truly isolate workloads and start to set the sort of platform to be able to do very autonomous things in the databases in the database could actually start self analysing without impacting many operational workloads, and so that continues with our partnership with pure storage. On premise, we just announced that we're supporting beyond Google Cloud now. In addition to Amazon, we supported on we've got a CFS now being supported by are you on mode. So we continue to ride on that mega trend as well. Just the clouds in general. Whether it's a public cloud, it's a private cloud on premise. Giving our customers the flexibility and choice to run wherever it makes sense for them is something that we are very committed to. From a flexibility standpoint. There's a lot of lock in products out there. There's a lot of cloud only products now more than ever. We're hearing our customers that they want that flexibility to be able to run anywhere. They want the ease of use and simplicity of native cloud experiences, which we're giving them as well. >>I want to stay in that architectural component for a minute. Talk about separating compute from storage is not just about economics. I mean apart Is that you, you know, green, really scale compute separate from storage as opposed to in chunks. It's more efficient, but you're saying there's other advantages to operational and workload. Specificity. Um, what is unique about vertical In this regard, however, many others separate compute from storage? What's different about vertical? >>Yeah, I think you know, there's a lot of differences about how we do it. It's one thing if you're a cloud native company, you do it and you have a shared catalog. That's key value store that all of your customers are using and are on the same one. Frankly, it's probably more of a security concern than anything. But it's another thing. When you give that capability to each customer on their own, they're fully protected. They're not sharing it with any other customers. And that's something that we hear a lot of insights from our customers. They want to be able to separate compute and storage. But they want to be able to do this in their own environment so that they know that in their data catalog there's no one else is. You share in that catalog, there's no single point of failure. So, um, that's one huge advantage that we have. And frankly, I think it just comes from being a company that's operating on premise and, uh, up in the cloud. I think another huge advantages for us is we don't know what object storage platform is gonna win, nor do we necessarily have. We designed the young vote so that it's an sdk. We started with us three, but it could be anything. It's DFS. That's three. Who knows what what object storage formats were going to be there and then finally, beyond just the object storage. We're really one of the only database companies that actually allows our customers to natively operate on data in very different formats, like parquet and or if you're familiar with those in the Hadoop community. So we not only embrace this kind of object storage disruption, but we really embrace the different data formats. And what that means is our customers that have data pipelines that you know, fully automated, putting this information in different places. They don't have to completely reload everything to take advantage of the Arctic analytics. We can go where the data is connected into it, and we offer them a lot of different ways to take advantage of those analytics. So there are a couple of unique differences with verdict, and again, I think are really advance. You know, in many ways, by not being a cloud native platform is that we're very good at operating in different environments with different formats that changing formats over time. And I don't think a lot of the other companies out there that I think many, particularly many of the SAS companies were scrambling. They even have challenges moving from saying Amazon environment to a Microsoft azure environment with their office because they've got so much unique Band Aid. Excuse me in the background. Just holding the system up that is native to any of those. >>Good. I'm gonna summarize. I'm hearing from you your Ferrari of databases that we've always known. Your your object store agnostic? Um, it's any. It's the cloud experience that you can bring on Prem to virtually any cloud. All the popular clouds hybrid. You know, aws, azure, now Google or on Prem and in a variety of different data formats. And that is, I think, you know, you need the combination of those I think is unique in the marketplace. Um, before we get into the news, I want to ask you about data silos and data silos. You mentioned H DFs where you and I met back in the early days of big data. You know, in some respects, you know, Hadoop help break down the silos with distributing the date and leave it in place, and in other respects, they created Data Lakes, which became silos. And so we have. Yet all these other sales people are trying to get to, Ah, digital transformation meeting, putting data at their core virtually obviously, and leave it in place. What's your thoughts on that in terms of data being a silo buster Buster, How does verdict of way there? >>Yeah, so And you're absolutely right, I think if even if you look at his due for all the new data that gets into the do. In many ways, it's created yet another large island of data that many organizations are struggling with because it's separate from their core traditional data warehouse. It's separate from some of the operational systems that they have, and so there might be a lot of data in there, but they're still struggling with How do I break it out of that large silo and or combine it again? I think some some of the things that verdict it doesn't part of the announcement just attend his migration tools to make it really easy. If you do want to move it from one platform to another inter vertical, but you don't have to move it, you can actually take advantage of a lot of the data where it resides with vertical, especially in the Hadoop brown with our external table storage with our building or compartment natively. So we're very pragmatic about how our customers go about this. Very few customers, Many of them tried it with Hadoop and realize that didn't work. But very few customers want a wholesale. Just say we're going to throw everything out. We're gonna get rid of our data warehouse. We're gonna hit the pause button and we're going to go from there. Just it's not possible to do that. So we've spent a lot of time investing in the product, really work with them to go where the data is and then seamlessly migrate. And when it makes sense to migrate, you mentioned the performance of America. Um, and you talked about it is the variety. It definitely is. And one other thing that we're really proud of this is that it actually is not a gas guzzler. Easy either One of the things that we're seeing, a lot of the other cloud databases pound for pound you get on the 10th the hardware vertical running up there. You get over 10 x performance. We're seeing that a lot, so it's Ah, it's not just about the performance, but it's about the efficiency as well. And I think that efficiency is really important when it comes to silos. Because there's there's just only so much horsepower out there. And it's easier for companies to play tricks and lots of servers environment when they start up for so many organizations and cloud and frankly, looking at the bills they're getting from these cloud workloads that are running. They really conscious of that. >>Yeah. The big, big energy companies love the gas guzzlers. A lot of a lot of cloud. Cute. But let's get into the news. Uh, 10 dot io you shared with your the audience in your keynote. One of the one of the highlights of data. What do we need to know? >>Yeah, so, you know, again doubling down on these mega trends, I'll start with Machine Learning and ai. We've done a lot of work to integrate so that you can take native PM ml models, bring them into vertical, run them massively parallel and help shape you know your data and prepare it. Do all the work that we know is required true machine learning. And for all the hype that there is around it, this is really you know, people want to do a lot of unsupervised machine learning, whether it's for healthcare fraud, detection, financial services. So we've doubled down on that. We now also support things like Tensorflow and, you know, as I mentioned, we're not going to come up with the best algorithms. Our job is really to ensure that those algorithms that people coming up with could be incorporated, that we can run them against massive data sets super efficiently. So that's that's number one number two on object storage. We continue to support Mawr object storage platforms for ya mode in the cloud we're expanding to Google G CPI, Google's cloud beyond just Amazon on premise or in the cloud. Now we're also supporting HD fs with beyond. Of course, we continue to have a great relationship with our partners, your storage on premise. Well, what we continue to invest in the eon mode, especially. I'm not gonna go through all the different things here, but it's not just sort of Hey, you support this and then you move on. There's so many different things that we learn about AP I calls and how to save our customers money and tricks on performance and things on the third areas. We definitely continue to build on that flexibility of deployment, which is related to young vote with. Some are described, but it's also about simplicity. It's also about some of the migration tools that we've announced to make it easy to go from one platform to another. We have a great road map on these abuse on security, on performance and scale. I mean, for us. Those are the things that we're working on every single release. We probably don't talk about them as much as we need to, but obviously they're critically important. And so we constantly look at every component in this product, you know, Version 10 is. It is a huge release for any product, especially an analytic database platform. And so there's We're just constantly revisiting you know, some of the code base and figuring out how we can do it in new and better ways. And that's a big part of 10 as well. >>I'm glad you brought up the machine Intelligence, the machine Learning and AI piece because we would agree that it is really one of the things we've noticed is that you know the new innovation cocktail. It's not being driven by Moore's law anymore. It's really a combination of you. You've collected all this data over the last 10 years through Hadoop and other data stores, object stores, etcetera. And now you're applying machine intelligence to that. And then you've got the cloud for scale. And of course, we talked about you bringing the cloud experience, whether it's on Prem or hybrid etcetera. The reason why I think this is important I wanted to get your take on this is because you do see a lot of emerging analytic databases. Cloud Native. Yes, they do suck up, you know, a lot of compute. Yeah, but they also had a lot of value. And I really wanted to understand how you guys play in that new trend, that sort of cloud database, high performance, bringing in machine learning and AI and ML tools and then driving, you know, turning data into insights and from what I'm hearing is you played directly in that and your differentiation is a lot of the things that we talk about including the ability to do that on from and in the cloud and across clouds. >>Yeah, I mean, I think that's a great point. We were a great cloud database. We run very well upon three major clouds, and you could argue some of the other plants as well in other parts of the world. Um, if you talk to our customers and we have hundreds of customers who are running vertical in the cloud, the experience is very good. I think it would always be better. We've invested a lot in taking advantage of the native cloud ecosystem, so that provisioning and managing vertical is seamless when you're in that environment will continue to do that. But vertical excuse me as a cloud platform is phenomenal. And, um, you know, there's a There's a lot of confusion out there, you know? I think there's a lot of marketing dollars spent that won't name many of the companies here. You know who they are, You know, the cloud Native Data Warehouse and it's true, you know their their software as a service. But if you talk to a lot of our customers, they're getting very good and very similar. experiences with Bernie comic. We stopped short of saying where software is a service because ultimately our customers have that control of flexibility there. They're putting verdict on whichever cloud they want to run it on, managing it. Stay tuned on that. I think you'll you'll hear from or more from us about, you know, that going going even further. But, um, you know, we do really well in the cloud, and I think he on so much of yang. And, you know, this has really been a sort of 2.5 years and never for us. But so much of eon is was designed around. The cloud was designed around Cloud Data Lakes s three, separation of compute and storage on. And if you look at the work that we're doing around container ization and a lot of these other elements, it just takes that to the next level. And, um, there's a lot of great work, so I think we're gonna get continue to get better at cloud. But I would argue that we're already and have been for some time very good at being a cloud analytic data platform. >>Well, since you open the door I got to ask you. So it's e. I hear you from a performance and architectural perspective, but you're also alluding two. I think something else. I don't know what you can share with us. You said stay tuned on that. But I think you're talking about Optionality, maybe different consumption models. That am I getting that right and you share >>your difficult in that right? And actually, I'm glad you wrote something. I think a huge part of Cloud is also has nothing to do with the technology. I think it's how you and seeing the product. Some companies want to rent the product and they want to rent it for a certain period of time. And so we allow our customers to do that. We have incredibly flexible models of how you provision and purchase our product, and I think that helps a lot. You know, I am opening the door Ah, a little bit. But look, we have customers that ask us that we're in offer them or, you know, we can offer them platforms, brawl in. We've had customers come to us and say please take over systems, um, and offer something as a distribution as I said, though I think one thing that we've been really good at is focusing on on what is our core and where we really offer offer value. But I can tell you that, um, we introduced something called the Verdict Advisor Tool this year. One of the things that the Advisor Tool does is it collects information from our customer environments on premise or the cloud, and we run through our own machine learning. We analyze the customer's environment and we make some recommendations automatically. And a lot of our customers have said to us, You know, it's funny. We've tried managed service, tried SAS off, and you guys blow them away in terms of your ability to help us, like automatically managed the verdict, environment and the system. Why don't you guys just take this product and converted into a SAS offering, so I won't go much further than that? But you can imagine that there's a lot of innovation and a lot of thoughts going into how we can do that. But there's no reason that we have to wait and do that today and being able to offer our customers on premise customers that same sort of experience from a managed capability is something that we spend a lot of time thinking about as well. So again, just back to the automation that ease of use, the going above and beyond. Its really excited to have an analytic platform because we can do so much automation off ourselves. And just like we're doing with Perfect Advisor Tool, we're leveraging our own Kool Aid or Champagne Dawn. However you want to say Teoh, in fact, tune up and solve, um, some optimization for our customers automatically, and I think you're going to see that continue. And I think that could work really well in a bunch of different wallets. >>Welcome. Just on a personal note, I've always enjoyed our conversations. I've learned a lot from you over the years. I'm bummed that we can't hang out in Boston, but hopefully soon, uh, this will blow over. I loved last summer when we got together. We had the verdict throwback. We had Stone Breaker, Palmer, Lynch and Mahoney. We did a great series, and that was a lot of fun. So it's really it's a pleasure. And thanks so much. Stay safe out there and, uh, we'll talk to you soon. >>Yeah, you too did stay safe. I really appreciate it up. Unity and, you know, this is what it's all about. It's Ah, it's a lot of fun. I know we're going to see each other in person soon, and it's the people in the community that really make this happen. So looking forward to that, but I really appreciate it. >>Alright. And thank you, everybody for watching. This is the Cube coverage of the verdict. Big data conference gone, virtual going digital. I'm Dave Volante. We'll be right back right after this short break. >>Yeah.
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Brought to you by vertical. Great to see you again. Good to see you too, Dave. I think it was absolutely the right all made it in advance of And you have a lot of fans in the vertical community But could you feel the love? to do it, obviously, you know, in Boston, where it was supposed to be on location, micro focus, but I know you and I know the vertical team you guys have have not stopped. I mean, you know, it's it's the software industry, on one of the waves that you're riding and where are you placing your Um, And to do that, you know, we know that we're not going to come up with the world's best algorithms. I mean apart Is that you, you know, green, really scale Yeah, I think you know, there's a lot of differences about how we do it. It's the cloud experience that you can bring on Prem to virtually any cloud. to another inter vertical, but you don't have to move it, you can actually take advantage of a lot of the data One of the one of the highlights of data. And so we constantly look at every component in this product, you know, And of course, we talked about you bringing the cloud experience, whether it's on Prem or hybrid etcetera. And if you look at the work that we're doing around container ization I don't know what you can share with us. I think it's how you and seeing the product. I've learned a lot from you over the years. Unity and, you know, this is what it's all about. This is the Cube coverage of the verdict.
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David Shacochis, CenturyLink & Brandon Sweeney, VMware | AWS re:Invent 2019
>>long from Las Vegas. It's the Q covering a ws re invent 2019. Brought to you by Amazon Web service is and in along with its ecosystem partners. >>Welcome back here to AWS reinvent 2019. Great show going on here in Las Vegas, where the Sands were live here on the Cube. Once again, covering it from wall to wall will be here until late tomorrow afternoon. David John Walls were doing by Joined by David. She coaches who is the vice president of product management for hybrid idea Century Lake. Good to see you, You guys and Brandon sweetie, who's the SPP of worldwide cloud sales at Veum With you be with you. This is gonna be a New England sports segment actually surrounded by ruin. Celtics, >>ESPN in Vegas, >>I remind you, the Washington Nationals are the reigning world. Serious shit. Wait a moment. Wait. Shark forever. A moment in time I got stuff. Let's talk about your relationship between via wearing set free like And what brings you here? A WSB offering. You're putting you guys that run on AWS. >>Maybe Maggie jumping and jumping. So look VM wear a long time player in the infrastructure space. Obviously incredible relationship with AWS. Customers want to transform their operations. They want to move to the cloud way have Vienna, where Claude, on a video B s. We continue to take tremendous ground helping customers build and build more agile infrastructure. Make that happen, Van. Where was built on our partners. Right centrally great partner MSP. And we think about helping customers achieve their business outcomes. Key partners like centrally make it happen. You've been a long term partner and done a lot of great things with us. >>Yeah, and really what? What Central Lincoln VM Where have done? I mean, really, we sort of created the manage private cloud market in the early days of managing the Empire solutions for customers, but really were and where we differentiate in other working with GM wear on AWS is really with elements of our network or the ability to take those kinds of solutions and make sure that they're connected to the right networks and that they're tied in and integrated with the customer's existing enterprise and where they want to go as they start to distribute the workload more widely. Because we run that network, we see a lot of the Internet traffic. We see a lot of threat patterns. We see a lot of things emerged with our cyber security capabilities and manage service is. So we add value there. And because of that history with BM wear and in sort of creating that hosted private cloud environment, there's There's a lot of complexity, friendliness inside of our service offer, where we can manage the inn where we can manage it in a traditional model that is cloud verified. And then you could manage it as it starts to move on to the AWS platform. Because, as we all know, and as even you know, Andy has referenced in different points, there's a just about every kind of workload can go to eight of us. But there are still certain things that can't quite go there. And building a hybrid solution basically puts customers in a position to innovate is what a hybrid solution is all about. >>That kind of moves the needle on some of those harder to move working in the M, where is such an obvious place to start? So you try to preserve that existing customer of'em, where customer experience but at the same time you want to bring the cloud experience. So how How is that evolving? >>Yes, it's a couple things, right? So l Tingley customers, they all want to move to the cloud for all the reasons we want security, agility, governance, et cetera. Right, but fundamentally need help. And so partners, like essentially help figure out which workloads are cloud ready, right? And figure that out and then to you, get to know the customer. Really well, begin the relationships that you have, right, and you can help them figure out which workloads am I gonna move right? And then that leads into more relationships on How do I set up d r. Right? How do I offer other service is through eight of us against those work clothes. >>There's a lot of things where being a manage service's provider for a V M were based platform or being. Amanda's service is provided for an AWS platform. There's a lot of things that you have in common, right? First and foremost is that ability toe run your operations securely. You've got to be secure. You know, you need to be able to maintain that bond of trust you need to be auditable. Your your your operations model needs to be something that transparent to the customer. You need to not just be about migrating workloads to the new and exciting environment, but also helping to transform it and take advantage of whether it's a V M where feature tool or next generation eight of us feature it's will. It's not just my great lift and shift, but then helped to transform what that that downstream, long term platform could do. You certainly want Teoh be in a posture where you're building a sense of intimacy with the customer. You're learning their acronyms. You're learning their business processes. You're building up that bond of trust where you can really be flexible with that customer. That's where the MSP community can also come in, because there's a lot of creative things we can do commercially. Contracting wise binding service's together into broader solutions and service level agreements that can go and give the customer something that they could just get by going teach individual technology platform under themselves >>and their ways >>where the service provider community really chips in. >>I think you're right and we think about helping Dr customers success manage service providers because of those engine relationship with customers. We've had tremendous success of moving those workloads, driving consumption of the service and really driving better business outcomes based on those relationships you have. >>So let's talk about workloads, guys. Course. Remember Paul Maritz when he was running the M word? He said Eddie Eddie Workload. Any application called it a device. He called it a software mainframe and Christian marketing people struck that from the parlance. But that's essentially what's happened pretty much run anything on somewhere. I heard Andy Jassy Kino talking about people helping people get off on mainframes. And so I feel like he's building the cloud mainframe. Any work less? But what kind of workloads are moving today? It's not. Obviously, he acknowledged, some of the hard core stuff's not gonna move. He didn't specify, but it's a lot of that hard core database ol TV transit transaction, high risk stuff. But what is moving today? Where do you see that going? >>Don't talk about some customers. >>Yeah, >>so a lot of joint customers we have that. I think you fall into that category. In fact, tomorrow on Thursday, we're actually leading a panel discussion that really dives into some customers. Success on the AWS platform that Central Lincoln are managed service is practice has been able to help them achieve what's interesting about that We have. We have an example from the public sector. We have an example from manufacturing and from from food and beverage example from the transportation industry and airlines. What's really interesting is that in all those use cases that will be diagramming out tomorrow, where VM Where's part of all of them, right? And sometimes it's because I am. Where is a critical part of their existing infrastructure? And so we're trying to be able to do is design, you know, sort of systems of innovation, systems of engagement that they were running inside of an AWS or broadly distributed AWS architecture. But it still needs network integration, security and activity back to the crown jewels and what's kept in a lot of those workloads that already running on the BM where platform So that's a lot of ways. See that a good deal with regards to your moving your sort of innovative workloads, your engagement workload, some of your digital experience, platforms you were working with an airline that wants to start building up a series of initiatives where they want to be able to sell vacation packages and and be very creative in how they market deliver those pulling through airline sails along the way. They're gonna be designing those digital initiatives in AWS, but they need access to flight flight information, schedule information, logistics information that they keep inside of there there. Bm where environment in the centralized data center. And so they're starting to look at workloads like that. We started to look at the N word cloud on eight of us being whereas it a zit in and of itself as a workload moving up to eight of us. There's a range of these solutions that we're starting to see, but a lot of it is still there, and he had the graphic up. There were still, in the very early days of clouded option. I still see a lot of work loads that are moving AWS theater in that system of engagement. How can I digitally engaged with my customers better? That's where a lot of the innovation is going on, and that's what a lot of the workload that are running in launching our >>I mean, we're seeing tremendous momentum and ultimately take any workload, wailed, moving to the cloud right and do it in an efficient and speedy path. And we've got custom moving thousands of workloads, right? They may decide over time to re factor them, but first and foremost, they could move them. They relocate them to the cloud. They can save a lot of costs. Out of that, they can use the exact same interface or pane of glass in terms. How they manage those work clothes, whether they're on Kramer, off Prem. It gives them tremendous agility. And if they decide over time, they have to re factor some workloads, which can be quite costly. They have that option, but there's no reason they shouldn't move. Every single worker today >>is their eyes, their disadvantage at all. If if you're left with ex workloads that have to stay behind, as opposed to someone who's coming up and getting up and running totally on the cloud and they're enjoying all those efficiencies and capabilities, are you a little bit of a disadvantage because you have to keep some legacy things lingering behind, or how do you eventually close that gap to enjoy the benefits of new technologies. Yeah, >>there's a sort of an old saying that, you know, if you're if you're if you're an enterprise, you know, that means you've had to make a lot of decisions along the way, right? And so presumably those decisions added value. It's your enterprise, or else she wouldn't be in enterprise. So it really comes out, too. Yeah, to those systems of records of those legacy systems way talk about legacy systems >>on Lian I t. Is the word legacy. I know it's a positive. United is the word legacy. A majority of >>your legacy is what the value you built up a lot of that, whether it's airline flight data or scheduling, best practices are critical. Crown jewels kind of data systems are really important. It really comes down to it. You're on enterprise and you're competing against somebody that is born in the cloud. How well integrated is everything. And are you able to take advantage of and pace layer your innovation strategy so that you can work on the cloud where it makes sense. You can still take advantage of all the data and intelligence you build up about your customers >>so talking earlier, You guys, it seems like you guys do you see that? That cloud is ultimately the destination of all these workloads. But, you know, Pac thinking about PacBell Singer, he talked about the laws of physics, the laws of economics and the laws of the land so that he makes the case for the hybrid >>Murphy's Law. >>Yeah, so that makes the case for the hybrid world. And it seems like Amazon. To a certain extent, it's capitulating on that, and it seems like we got a long way to go. So it's almost like the cloud model will go to your data wherever it iss. You guys, I think, helped facilitate that. How do you look at that? >>Yes. I mean, part of that answer is how much data centers are becoming sort of an antiquated model right there. There there is a need for computing and storage in a variety of different locations. Right, And there's that we've been sort of going through these cycles back and forth of you use the term software mainframe and the on the Palmer. It's kind, a model of the original mainframe decentralizing out the client server now centralizing again to the cloud as we see it starting to swing back on the other direction for towards devices that are a lot smarter. Processors that are, you know, finally tuned for whatever Internet of things use case that they're being designed for being able to put business logic a whole lot closer to those devices. The data. So I think that is what one of things that I think that said that one of the BM wears. A couple of years ago, data centers were becoming centers of data. And how are you able to go and work with those centers of data? First off, link them all together, networking lies, secure them all together and then manage them consistently. I think that's one of the things I am has been really great about that sort of control playing data plane separation inside your product design that makes that a whole lot more feet. >>I mean, it is a multi cloud, and it's a hybrid cloud world, and we want to give customers of flexibility and choice to move their workloads wherever they need, right based on different decisions, geographic implications, et cetera, security regimens and mean fundamentally. That's where we give customers a tremendous, tremendous amount of flexibility. >>And bringing the edge complicates >>edge, data center or cloud. >>It's so maybe it's not a swing back, you know, because it really has been a pendulum swing, mainframe, decentralized swing back to the cloud. It feels like it's now this ubiquitous push everywhere. >>Pendulum stops. >>Yeah, >>because there's an equal gravitational pull between the power of both locals >>and compute explodes everywhere. You have storage everywhere. So bring me my question of governance, governance, security in the edicts of the organization. You touched on that. So that becomes another challenge. How do you see that playing out what kind of roles you play solving that problem >>on the idea of data governance? Governance? Yeah. I mean the best way to think about our. In our opinion, the best way to think about data governance is that is really with abstraction. Layers and being ableto have a model driven approach to what you're deploying out into the cloud, and you can go all in with the data model that exists in the attraction layers in the date and the model driven architecture that you can build inside things like AWS cloud formations or inside things like answerable and chef and been puppet, their model, different ways of understanding what your application known state should be on. That's the foundational principle of understanding what your workloads are and how you can actually deliver governance over them. Once you've modelled it on and you then know how to deploy it against a variety different platforms, then you're just a matter of keeping track of what you've modelled, where you've deployed it and inventorying those number of instances and how they scale and how healthy there that certainly, from a workload standpoint, I think governance discipline that you need in terms of the actual data itself. Data governance on where data is getting stored There's a lot of innovation here at the show floor. In terms of software to find storage and storage abstractions, the embers got a great software to find storage capability called the San. We're working with a number of different partners within the core of our network, starting to treat storage as sort of a new kind of virtualized network function, using things like sifts and NFS and I scuzzy as V n F that you can run inside the network we want. We have had an announcement here earlier in the week about our central bank's network storage offer. We're actually starting to make storage and the data policy that allows you to control words replicated and where it's stored. Just part of the network service that you can add is a value add >>or even the metadata get the fastest path to get to it if I need to. If I prefer not to move it, you're starting to see you're talking about multiplied this multi cloud world. It seems like the connections between those clouds are gonna be dictated by that metadata and the intelligence tow. You know what the right path is, >>And I think we want to provide the flexibility to figure out where that data needs to reside. Cross cloud on, Prem off from, and you can just hear from the conversation, David, level of intimacy some of our partners have with customers to work through those decisions. Right, if you're gonna move those workloads effectively and efficiently, is where we get a lot of value for our joint customers. >>I mean, she's pretty fundamental to this notion of digital transformation that's ultimately what we've been talking about. Digital transformation is all about data putting data at the core, being able to access that, get insights from it and monetize, not directly, but understand how data affects the monetization of your business. That's what your customers >>and I think we >>wantto. Besides, I think we want to simplify how you want to spend more time looking up. Your applications are looking down your infrastructure, right? Based on all the jury, are drivers across the different business needs. And again, if we can figure out how to simplify that infrastructure, then people could spend more time on the applications because that's how they drive differentiation in the market, right? And so let's simplify infrastructure, put it where it needs to be. But we're going to give you time back to drive innovation and focus on differentiating yourself. >>You know, it's interesting on the topic of digital transformation reindeer. So right, sort of an interesting little pattern that plays out for those of us that have been in the service of writer community for a little while that a lot of the digital transformation success stories that you see that really get a lot of attention around the public cloud like eight of us. The big major moves into going all in on the public cloud tend to come from companies that went all in on the service provider model 10 years ago, the ones that adopted the idea. I'm just gonna have somebody do this non differentiating thing for me so that I can focus on innovation, are then in a better position to go start moving to the cloud as opposed to companies that have been downward focused on their infrastructure. Building up skill sets, building up knowledge base, building up career, path of people that, actually we're thinking about the technology itself as part of their job description have had a hard time letting go. It sort of the first step of trusting the service provider to do it for you lead you to that second step of being able to just leverage and go all in on the public lab. >>And customers need that help, right? And that's where if we can help activate moving those workloads more quickly, we provide that ability, put more focus on innovation to Dr Outcomes. >>I know you're talking about legacy a little bit ago and that the negative connotation, I think. Tom Brady, Don't you think I wanna run number seven? I haven't had a home smiling Would always do it back with more. We continue our coverage here. Live with the cube, where a w s rivet 2019.
SUMMARY :
Brought to you by Amazon Web service With you be with you. via wearing set free like And what brings you here? We continue to take tremendous ground helping customers build and build more agile infrastructure. and make sure that they're connected to the right networks and that they're tied in and integrated with the customer's existing That kind of moves the needle on some of those harder to move working in the M, where is such an obvious place to start? And figure that out and then of trust where you can really be flexible with that customer. driving consumption of the service and really driving better business outcomes based on those relationships you have. He called it a software mainframe and Christian marketing people struck that from the And so they're starting to look at workloads like that. They relocate them to the cloud. behind, or how do you eventually close that gap to enjoy the benefits of new technologies. there's a sort of an old saying that, you know, if you're if you're if you're an enterprise, you know, United is the word legacy. And are you able to take advantage of and pace layer your innovation strategy that he makes the case for the hybrid Yeah, so that makes the case for the hybrid world. out the client server now centralizing again to the cloud as we see it starting to swing back on the other direction for That's where we give customers a tremendous, It's so maybe it's not a swing back, you know, because it really has been a pendulum of governance, governance, security in the edicts of the organization. Just part of the network service that you can add is a value add or even the metadata get the fastest path to get to it if I need to. And I think we want to provide the flexibility to figure out where that data needs to reside. I mean, she's pretty fundamental to this notion of digital transformation that's ultimately what we've been talking about. Besides, I think we want to simplify how you want to spend more time looking up. a lot of the digital transformation success stories that you see that really get And that's where if we can help activate moving those workloads Tom Brady, Don't you think I wanna
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Kit Colbert & Krish Prasad, VMware | VMworld 2019
>> live from San Francisco, celebrating 10 years of high tech coverage. It's the Cube covering Veum, World 2019 brought to you by the M Wear and its ecosystem partners. >> Hello, Welcome back, everyone to the Cubes Live coverage of the Emerald 2019. I'm John Career with Lycos Day, Volante Dave. 10 years covering the Q Weird Mosconi and 2010 boy Lots changed, but >> it's still the >> platform that Palmer Ritz laid out. But the stuff filling in 10 years later. >> Okay, you call that software mainframe and Robin came in so I can't call Mainframe Way >> Have leaders from PM Wears Largest business unit. The Cloud Platform Business Kid Colbert to CTO and Christmas R S v P and General Manager Guys, Thanks for coming on The key. Appreciate. >> Yeah, that's for having us. The >> world's your business units smoking hot. It's very popular, like you run around doing meetings. Cloud platform is the software model that's 10 years later actually happening at scale. Congratulations. What's the What's the big news? What's the big conversation for you guys? >> Yeah, the biggest news this week is the announcement of project specific, and, um, it's about taking the platform a Jess, um, hundreds of thousands of customers on it and bringing together communities were just now very popular with the developers and that black form together so that operators, on the one hand, can just deal with the platform they love. And the developers can deal with the kubernetes layer that they love. >> It's interesting to watch because, you know, the whole end user computing stack that was laid out 10 years ago is actually happening now, Assassin see, sass business models. We all see the and half of them is on the success of Cloud. But interesting to see kubernetes, which we've been following since the report started. Open stack days. You saw that emerging. Everyone kind of saw that. And it really became a nice layer. And the industry just create as a de facto. Yeah, you guys were actually driving that more forward. So congratulations on that. >> That's sitting it >> natively in V sphere is interesting because you guys spend a ton of time. This is a core product for you guys. So you're bringing something native into V sphere? I'm sure there's a lot of debates internally how to do that, kid. What's that? What is the relevance workers. You guys have a lot of efficiencies and be severe, but bring in kubernetes is gonna give you some new things. What, >> So the thinking is really you know, it's Christmas mentioning. How do we take this proven platform? Move it forward. Customers have moved millions of work clothes on top of the sphere, operate them in production, the Prussian great capabilities, and so they'd be able to be very successful in that. And so the question is, how do we help them move forward in the kubernetes? You know, you mentioned Crew readies is still fairly young, the ecosystem around. It's still somewhat immature, still growing right, and it's a very different environment than what folks are used to who used the sphere. So there's a big challenge that customers have around managing multiple environments. All the training that's different, all the tools that are different so we can actually take their investments. They've already made into V sphere leverage and extend those into the kubernetes world that's really powerful. We'll help our customers take all these millions of workloads and move them forward. It's >> interesting because we were always speculating about being where I started Jerry Chan when he was on yesterday. He's been of'em where since early days, you know, but looking at VM where when they went to their you guys went back to your core When we be cloud air kind of win its way and then you deal them is on since the stock price has been going great, So great chair older takeover value there. But you got clarity around what cloud was. And as you look at the operator target audience, you guys have the operators and the devil and ops is critical. So you guys have been operating a lot of work, Liz and I think this is fascinating. So the role of containers is super relevant because you got V EMS and containers. So again, the debate continues. >> Well, I think >> Tainer is wrong. Where Bond, It's interesting conversation because kubernetes is orchestrating all that >> while the snarky treat tweet Oh day and you guys feel free to come. It was Oh, I thought we started launch pivotal. So we didn't have to run containers on virtual machines. Yeah, we know that people run containers on bare metal. They run containers and virtual machines, but >> yeah, It's a debate that that we hear pop up on the on the snarky Twitter feeds and so forth. We'll talk to customers about it. You know, this whole VM versus container debate, I think, really misses the point because it's not really about that. What it's about is how do I actually operate? These were close in production, right? This kind of this three pillows we talk about build, run, manage. Custer's want to accelerate that They won't do that with enterprise, great capabilities with security. And so that's where it really gets challenging. And I think you know, we've built this amazing ecosystem around desire to achieve that. And so that's what we're taking forward here. And, yes, the fact that we're using fertilization of the covers, that's an implementation detail. Almost. What's more, valuables? All the stuff above that the manageability, the operational capabilities. That's a real problem. It seems to >> me, to the business impact because, okay, people going to go to the cloud, they're gonna build cloud native acts. But you've got all these incumbent companies trying not to get disrupted to trying to find new opportunities, playing offense and defense at the same time, they need tooling to be able to do that. They don't want to take their e r p ap and stick it in the cloud, right? They want to modernize it. And you know you're not gonna build that overnight in the cloud anyway, so they need help. >> That's the the key move that we made here. If you if you think about it, customers don't have kubernetes experts right today and most of them in their journey to the mortar naps. They're saying, Hey, we need to set up two stacks. At least we are if we immerse stack that we love. And now communities are developers laws. So we have to stand up and they don't have any in house experts to do that right? And with this one move, we have actually collapsed it back to one stack. >> Yeah, I think it's a brilliant move. Actually, it's brilliant because the Dev ops ethos has proven everyone wants to be there, all right. And the question is, who's leading? Who is lagging? So ops has traditionally lagged. If you look at it from the developer standpoint, you guys have not been lagging on the we certainly have tons of'em virtualization been standardized. Its unifying. Yeah, the two worlds together, and it really as we've been calling it cloud two point. Oh, because if you look at what hybrid really is, it's cloud two point. Oh, yeah. Cloud one data was Dev Ops Storage and compute Amazon. You're born in the cloud. We we have no I t department 50 people. Why would we ever and developers are the operators? Yeah, so we shall. Enterprise scale. It's not that easy. So I love to get your thoughts on how you guys would frame the cloud two point. Oh, Visa vi. If cloud one does storage and compute and Amazon like scale, what is cloud to point out to you? >> Yeah, well, I think so. Let's talk about the cloud journey. I think that's what you're getting at here. So here's how it discuss it with customers. You are where you are today. You have your existing apse. A lot of them are monolithic. You're slow to update. Um, you know, so forthright. And then you have some of the cloud NATO nirvana over here. We're like everything's re architected. It's Micro Service's got all these containers off, so >> it doesn't run my business >> well, yeah, well, that's what I want to get to. I think the challenge, the challenge is it's a huge amount of effort to get there, right, All the training we're talking about, all the tooling and the all the changes there, and people tend to look at. This is a very binary thing, right that you're there. Here where you are, you're in the club, New Nirvana. People don't often talk about what's in the middle and the fact that it's a spectrum. And I think what we used to get a V M, where is like, let's meet customers where they are, You know, I think one of the big realizations we had, it's not. Everyone needs to get every single application on this far side over here. Some halfs, your pieces, whatever you know, it's fine to get them a little bit of the way there, and so one of the things that we saw with the M A coordinated us, for example, was that people there was a pent up demand to move to the public cloud. But it was challenging because to go from a visa environment on Prem to an eight of US native environment to change a bunch of things that tooling changes like the environment a little bit different, but with a mark, our native us, there's no modifications at all. You just little evey motion it. And some people have you motioning things like insanely fast now, without modifying the half you can't get you know something you have to suddenly better scalable. But you get other cloud benefits. You get things like, Oh, my infrastructure is dynamic. I can add host dynamically only pay for what I need. Aiken consume this as a service. And so we help moving. We have to move there. There were clothes a little bit in the middle of the spectrum there, and I think what we're doing with Project Pacific and could realise is the same thing. They start taking advantage of these great kubernetes capabilities for their existing APs without modification. So again, kind of moving them further in that middle spectrum and then, you know, for the absolute really make a difference to their business. They can put in the effort to get all the way over there, >> and we saw that some of the evidence of some challenges of that shiny new trend within the dupe ecosystem. Big data objects to army. Who doesn't love that concept, right? Yeah, map produced. But what happened was is that the infrastructure costs on the personnel human capital cost was so massive that and then cloud cloud came along and >> just go out. There is also the other point about just just just a bespoke tooling that >> technology, right, Then the disruptions to create, you know to that, then the investments that it takes. Two >> you had a skill and you had a skills gap in terms of people have been. So that brings us back to So how do you address that problem? Because most of the audience out here, not developers. Yeah. Yeah. Total has the developers connection. So >> this is one of the really cool things about Pacific that what we've done with Pacific when you look at it from an I T. Operations, one of you that person sees v sphere the tool they already know and use understand it. Well, when a developer looks at it, they see kubernetes. And so this is two different viewpoints. Got like, you know, the blind men around the elephant. But, um but the thing is is actually a singular thing in the back end, right? You know, they have these two different views. And so the cool thing about us, we can actually bring items and developers together that they can use their own language tools process. But there's a common thing that they're talking about. They have common visibility into that, and that's super, super powerful. And when you look at, it also is happening on the kubernetes side is fully visible in the V's here side. So all these tools that already work against the sphere suddenly light up and support kubernetes automatically. So again, without any work, we suddenly get so much more benefit. >> And the category Buster's, they're going on to that. You're changing your taking software approach that your guys No, you're taking it to the software developer world. It's kind of changing the game. One of things. I want to get your thoughts on Cloud to point out because, you know, if computing storage was cloud one dato, we're seeing networking and security and data becoming critical ingredients that are problems statement areas people are working on. Certainly networking you guys are in that. So as cloud chip one is gonna take into the fact that messy middle between, you know, I'm on here and then I want the Nirvana, as always, the origination story and the outcomes and stories. Always great. But the missing messy middle. As you were pointing out, it's hard. How do you guys? >> And if you look at the moves that we made in the Do You know about the big fusion acquisition that remained right, which happened, like a month ago, and it was about preparing the platform, our foray I animal or clothes? So really, what we're trying to do is really make sure that the history of platform is ready for the modern applications, right? I am along one side communities applications, you know, service oriented applications. All of them can land on the same platform and more and more. Whether it's the I am l or other application, they're being written on top of communities that structures code. Yeah, nothing like Jenna's well, so enable incriminating will help us land all the modern applications on top of the same platform that our customers are used to. So it's a huge kind of a inflection point in the industry from my >> wealthy earlier point, every CEO I talked to said, I want to get from point A to point B and I wanna spend a billion dollars to get there. I don't wanna have to hire some systems integrator and outsource to get any there. Show me how I get without, you know, destroying my >> business. How did we meet the customers where they're at, right? Like what? The problem with this, the kind of either or model you're here you're there is that there's a huge opportunity costs. And again, Well, if you will just need a little bit of goodness, they don't need the full crazy nirvana Goodness right? And so we enable them to get that very easily in automated way, right? If you'd just been any time re factoring or thinking through this app that takes months or even a year or more, and so you know that this the speed that we can unleash her The velocity for these customers is >> the benefit of that. Nirvana is always taken out of context because people look at the outcome over over generations and saying, Well, I want to be there but it all starts with a very variable basis in shadow. I used to call it, but don't go in the cloud and do something really small, simple. And then why? This is much more official. I like this stack or this approach. That's ultimately how it gets there. So I got to get I got to get that point for infrastructures code because this is what you're enabling. Envies, fearful when I see I want to get your reaction. This because the world used to be. And I ask Elsa on this years ago, and he kind of validated it. But because he's old school, Intel infrastructure dictated to the applications what it could do based on what it could do. Now it's flipped upside down with cloud platform platform and implies enabling something enabling platform. Whatever you call the APs are dictating for the infrastructure. I need this. That's infrastructure is code. That's kind of what you're saying is that >> I mean, look kubernetes broader pattern time. It said, Hey, I can declare what I want, right, and then the system will take care of it and made in that state. I decided state execution is what it brought to the table, and the container based abs, um, have already been working that way. What this announcement does with Project Pacific is that the BM applications that our customers built in the past they are going to be able to take advantage of the same pattern, just the infrastructure escort declarative and decide state execution That that's going to happen even for the old workload, said our customer service >> and they still do viens. I mean, they're scaled 1000 the way >> they operate the same pattern. I >> mean, Paul Morris doesn't get enough credit for the comedy made in 2010. He called it the hardened top. Do you really care what's underneath if it's working effectively? >> Well, I mean, I think you know the reality today is that even though containers that get all get a lot of coverage and attention, most were close to being provisioned. New workloads even are being provisioning v EMS, right? If you look at AWS, the public clouds, I mean, is the E c to our ah go compute engine. Those service's those VM so once they're getting heavily used. And so the way we look at it, if we want to support everything. And it's just going to give customers a bunch of tools in their tool box. And let's put on used the right tool for the right job. Right? That's what the mentality >> that's really clouds. You know, Chris, I want to get your you know, I want to nail you down on the definition of two point. Uh, what is your version? Come on. We keep dodging around, get it out. Come on. >> I think we touched on all aspects of it. Which one is the interesting, less court allowing the consumer of the cloud to be able to dictate the environment in which the applications will operate and the consumer is defining it or the developers to defining it. In this case, that, to me, is the biggest shift that we have gone through in the Colorado. Yeah, and we're just making our platform come to life to support >> that. We're taking the cube serving. We'll put all together, and we want the community to define it, not us. What does it explain? The honest what it means to be a project and has a project Get into it. An offering? >> I mean, so Project Pacific is vey sphere, right? I mean, this is a massive, rethinking re architecture of Easter. Like pretty much every major subsystem component within Visa has been updated with this effort. Um, what we're doing here is what we've technically announced is actually what we call a technical preview. So saying, Hey, this is technology we're working on. We think it's really interesting We want to share with the public, get the public's feedback, you know, figure out a way on the right direction or not. We're not making any commitment, releasing it or any time frames yet. Um, but so part of that needed a name, right? And so because it is easier, but it's a specific thing. We're doing the feast here, so that's where the project comes from. I think it also gives that, you know, this thing has been a huge effort internally, right? There's a lot of work that's gone into it. So you know, it has some heft and deserves a name Min itself. >> It's Dev Ops to pointed. Your reds bring in. You making your infrastructure truly enable program out from amble for perhaps a tsunami. >> The one thing I would say is we wouldn't announce it as a project if it was not coming soon. I mean, we still are in the process. Getting feedback will turn it on or not. But it it's not something that is way out. Then it's It is going to come. >> It's a clear direction. It's a statement of putting investment into his code and going on to course correct. Get some feedback at exactly. But it's pretty obvious you can go a lot of pain. Oh, yeah, isn't easy button for combat. He's >> easy on the >> future. I think it's a great move. Congratulations. We're big fans of kubernetes. So the guys last night having a little meeting Marriott thinking up the next battle plans for game plan for you guys. So, yeah, I >> thought this is just the tip of the iceberg. We had a lot of really, really cool stuff we're doing. >> We're gonna be following the cloud platform. Your progress? Certainly. Recovering. Cloud two point. Oh, looking at these new categories that are emerging again. The end state is Dev Ops Program ability. Apple cases, the Cube coverage, 10th year covering VM world. We're in the lobby of Mosconi in San Francisco. I'm John Favorite Day Volonte. Thanks for watching
SUMMARY :
brought to you by the M Wear and its ecosystem partners. Hello, Welcome back, everyone to the Cubes Live coverage of the Emerald 2019. But the stuff filling in 10 years later. The Cloud Platform Business Kid Colbert to CTO Yeah, that's for having us. What's the big conversation for you guys? And the developers can deal with the kubernetes layer that they love. It's interesting to watch because, you know, the whole end user computing stack that was laid out 10 years ago is actually You guys have a lot of efficiencies and be severe, but bring in kubernetes is gonna give you some new things. So the thinking is really you know, it's Christmas mentioning. So the role of containers is super relevant because you got V EMS and containers. Where Bond, It's interesting conversation because kubernetes is orchestrating all that while the snarky treat tweet Oh day and you guys feel free to come. And I think you know, And you know you're not gonna build that overnight That's the the key move that we made here. And the question is, who's leading? And then you have some of the cloud NATO nirvana over here. of the way there, and so one of the things that we saw with the M A coordinated us, and we saw that some of the evidence of some challenges of that shiny new trend within the dupe ecosystem. There is also the other point about just just just a bespoke tooling that technology, right, Then the disruptions to create, you know to that, then the investments that it Because most of the audience out here, not developers. this is one of the really cool things about Pacific that what we've done with Pacific when you look at it from into the fact that messy middle between, you know, I'm on here and then I want the Nirvana, So it's a huge kind of a inflection point in the industry without, you know, destroying my and so you know that this the speed that we can unleash her The velocity for these customers is So I got to get I got to get that point for infrastructures code because this is what you're enabling. the old workload, said our customer service I mean, they're scaled 1000 the way I He called it the hardened top. And so the way we look at it, if we want to support everything. You know, Chris, I want to get your you know, I want to nail you down on the definition of two point. less court allowing the consumer of the cloud to be able to dictate We're taking the cube serving. get the public's feedback, you know, figure out a way on the right direction or not. It's Dev Ops to pointed. I mean, we still are in the process. But it's pretty obvious you can go a lot of pain. So the guys last night having a little meeting Marriott thinking up the next battle plans for We had a lot of really, really cool stuff we're doing. We're in the lobby of Mosconi in San Francisco.
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Shankar Iyer, VMware | VMworld 2019
>> live from San Francisco, celebrating 10 years of high tech coverage. It's the Cube covering Veum World 2019. Brought to you by VM Wear and its ecosystem partners. >> Welcome back, everyone. Live Cube coverage here in San Francisco, California Mosconi North were in the lobby for VM World 2019. I'm John for a day. Volante are 10 years covering VM World's been exciting, Dave, and we've watched all the changes and our next guest is going to illuminate all the benefits at the top of the stack, as I call the end user experience. Shaker Ire, Who's the V S v. P. And general manager End User Computing within VM, where what that means is, he takes care of all the stuff that we're virtualization creates those efficiencies. I think what Palmer's just called end user computing still, but they still have that name back then, if I remember correctly, >> yeah, you >> know the name is stuck because it's ah, it's sort of income, passes all the technologies and uses use right as digital interface is. So that's why it's and use the computing. It's any digital interface that anybody at work uses. Now, the interesting thing is people don't work in an office anymore, and the interface is no longer just a laptop. >> Well, I want to get into some stupid questions around the work environment cause whether you working at a cafe or at home is all kinds of security issues. Also, user experiences. Collaboration software. But let's first get the news out of the way. Digital work, Space news What's the What's going on? The show? What you guys announcing? Yeah, so >> before we get to >> the news that we met me, frame it up a little bit right? Because when you think about organizations today, especially with the changing demographics, where they're going in terms of new devices, the mobility phenomenon, right, the transformation they're going through in terms of just their own cloud and APS and so on, right it. Every every one of those things effects employees, right. And at the end of the day, you know what organizations want is for the employees to have a great experience all the way, as we call it from higher to retire. Not to do that, you know you need a platform because I can just give you a pretty apt running in the laptop and say, Great, that's That's the end of the employees experience, right? It's fundamentally transforming the own whole environment. That's why it's still retains its term and use the computing. And to do that, you have to hit at least three facets, right? One is, of course, How do you deliver a great experience for the employees where they can get any app, any device, anywhere, any form? Anyway, that's one aspect of it. The second aspect of it is from a nightie standpoint. I've gotta manage all this complexity, right, and it's only growing. It's not shrinking with all the head virginity, so there's a management angle of it, and then the tone angle of it is, you know, security. As you pointed out, right security so important. In fact, what you users want is they don't want any security driven compromises. What is an example of security, even compromise, that I have to go through three passwords because he simply don't trust me? Heck, figure it out. Is what the user's Saito I t especially the millennials. Right. So s So you gotta address that. So the platform that we have workspace one actually addresses all three So we have innovations today and news in all three areas, right? So it's an example. Employ experiences, something we've been driving with enterprises and corporations for at least two years. Now we've upped the ante. We have now introducing a virtual assistant that employees can use either through voice or text to essentially ask questions. Hey, what's how do I get into WiFi? What's my employee directory? Um, you know who I go to first? You know this and that, right? As employed onboard the organization. Those examples of virtual assistant can do it. So we released the virtual assistant. That's a big piece of news in the employ experience. Sadie. Another big piece of news is we are introducing a tech preview of what we call digital employees experience management, which means I t now has a user expedient score that they can look at and say, Hey, is David getting a great expedience? No, it's poor, and I can die right in. I can find out the root cause I can fix the issue, and I could do that automatically. >> KP eyes can come out of that right? Absolutely serviceability. >> Absolutely. And I think you know, I've talked to many Cee Io's and we you know, we drive works based one and they for awhile sort of told me, Hey, this is all good. But >> I don't know how I'm doing all my >> doing with respect to, you know, your best best customer. Um, I ahead and behind and far behind. So this really helps them. >> Here. Let me ask the questions. That's a good point I want because this gets down to the heart of the issue. What is the top requests that you're getting from your customers or top two or three features? That pattern that continued comes back from your customer base when it comes to end user computing. These the experience, >> it spends all three things, right? So the first thing is, they're saying, Listen, I want to be able to deliver a great employee experience some, you know, help me do that. Helping measure and make sure I know what journey, Eman That's one right. Second is I've got to set virginity. I've got this complexity of God. You know, I always phones. I've got android tablets. I've got a you know, Dell laptop. I've got a Mac book. I've got you know a rugged device. I've got some work space I ot devices like printers and ex sector X factor. I've got this head virginity. Just help me manage this complexity in a sort of a unified, seamless, uniform way. Right? And third is help me secure my enterprise. So there's a whole model emerging called zero Trust. Where in the old world, what you do is you just build a huge wall around the enterprise, right? A pedometer, and say I'm inside the wall. I need to be domain joined on that inside the fire world. Therefore, I'm good. I mean, you got to throw that out of the window anymore. >> Doesn't exist in your model, because if a millennial or workaround working at home, that means every single i p device on my network potentially a compromise point. >> Correct. So you have You have to start with that device never ought to be trusted. And every network is hostile, right? If you start out for that reminds, then you build trust over time, right? And how do you build trust? You first say you leverage user identity, You say Okay, Davis who he is, right? And so that becomes an identity. You say this device is trusted or partially trusted. So one of the things we're announcing its part of innovations today is what we call workspace to risk analytic, which means we're able to provide a risk or write for the device. And we can say, Hey, this device is a risk on a score of 1 to 10 of eight, which means I can mostly trust it. Maybe you don't trust the sensitive apse. So therefore, a block access to the most sensitive apse, right? So use a combination of different things. They use things like NSX micro segmentation to your point about how we build on the Via Mary Stack. The carbon black acquisition is phenomenal because it gives us that intelligence. So collectively, we're able to sort of implement the zero trust model. Right. So >> those are the >> three main topics, right? Is employed expedience, unified management and zero trust security are really, really >> important. I want to ask you about your tenure, gm, where coincided with the air watch expedition. And prior to that event theme, we're struggled in this space. Ana Citrix dominated your pre Gerald. You know, your former company kind of fumbling around in air watch now. Air watch, if I recall correctly from wrong was not like the number one player. Just like people are saying carbon blacks, not the number one player. Absolutely. And then you get into the VM where flywheel effect or Sanjay Putin came in and it was great leader. But I wonder if you could sort of describe the ascendancy of the end user computing business at at VM wear. And I'm curious you mentioned carbon black and you kind of replicate that with our end point cloud security, peace. There's obviously a security use case. You clearly just described it, but take us back to >> great, great, great question. So actually, I joined right when literally, maybe a month before the air watch acquisition. Right then. So a Sandy and I and the rest of the team sort of worked this. We said, Hey, listen, a watch is a phenomenal sort of mobile management and security player. We had a very good product and horizon VD I, but it was a little bit isolated, and there were others, like, say, tricks that are sort of motor head in that space. So what? The first thing we did is we have three assets. Actually, the third I said what we had a Fed rated identity asset that we had purchase, but not leverage. So we said he know what the identity really has to get coupled with. You know, the death star pulled the mobile world, so we actually took these three piece parts and started integrating it as he started integrating it. We said, You know, this actually forms a very interesting work space, and we said It's a digital work space to be sort of coined that term and started to really tight together. The experience is a user would have, whether they were in a mobile device, a physical desktop or a virtual desktop right and made that seamless. So that's when the work's based one app was born and this was probably around the 2015 time frame. So we started releasing it, and then we started to stitching together basically all the back and integrations, right, So out >> of >> this out of that was born a workspace. And so, in 2016 with the momentum of the workspace, desktop business came back because now it had it been on. We've done a lot of work on the desktop businesses. Well, we made it very competitive with Citrix. We bought volumes. We integrated that we made it actually the best media solution. The markets, with a tremendous traction by itself in the horizon space and then integrating it works with people, said You know what, I need to get that workspace. And why am I dealing with Citrix this horizon solution within workspace in a more than salts my problem. In fact, it's better in certain areas. So that sort of got momentum going around that we really built that workspace momentum. And that was, I would say, till about 2016 or so. And then we saw these three things coming up. One is Hey, employees, experience matters. We really started pouring effort into the employees experience from, you know, day one day two and beyond. And then recently, including this show, we added divided sort of Day zero and then the off boarding pieces. Well, so employees experience became sort of the lightning rod for why somebody would adopt this workspace one platform which were built by then, right, and then we added on this ability to do modern management, especially on Windows and Mac, which was really starting to take off last year completely. Darden rounded out that portfolio and handsome capability, and then we added Now zero trust model, which is which is now sort of bolstered by the acquisition of carbon black. So you can see this a set off cascading talk, full moves. But we did it in a way where, you know, it was really truly integrated. So when as we come out with carbon black now, one of the most interesting things is right when carbon black comes into the fold, we've already done the integration. We're actually going to show it on my keynote right after this, right? We're actually showing the integration between workspace one intelligence and carbon backs You There you have it. You already have an asset that's completely integrated. >> So the risk or is interesting to me as well, so as endpoint security, because much, much more importantly, no fishing is you know, the big way that people get give up credentials. Does >> any of >> this seep into machines and I ot and edge? >> Yeah, and fabulous question. >> Wonder if you could come. >> Absolutely. I think listen, be if you think about risk oars and if >> you think about >> risks at large and devices they've been largely and Windows devices and not to and blame it on Windows, I think they might accept in a fabulous job of sort of progressing windows. But by far it's the most used operating system in the enterprise, right? But Mobile is getting used there. There, you know, it's starting to make a huge starting take a large part of the real estate of the enterprise. So I think we have a unique opportunity now through the data we collect on mobile devices with workspace one using the underlying air watch technology coupled with some of the, um, you know, data that, you know, data analytics tools we have in the carbon black cloud and the way they do sort of threat analysis and, uh, and determine potential attack vectors. We have an opportunity to leverage that intelligence. And that day, the lake and that technology, coupled with the data, we have to really now build a broader sort of threat surface understanding across multiple devices, and eventually that goes into a I ot. Right. So we're actually going to be working with some of the other technologies we have in Wimmer called Paul's Right. Pulse is very interesting because they have the ability to speak multiple device protocols that nobody does. Okay, so we're gonna take advantage of them potentially to sort of be able to start to poke into devices that are attached to the office, but not quite attached to the office. In the sense they're not mainstream devices you and I would use. But indirectly, you may use it, right? So be able to sort of get a much broader view off a visibility of devices. Second is how to manage them through a combination of workspace, one impulse and third, to get the data so that we can feed it into this federated cloud of workspace one intelligence and carbon black to understand the risk. And that way you have this three prom thing, right? I >> wanna ask you a personal question. Pat gal singer was very prolific this week again. Props of in social Media, Mojo doing a selfie on stage with Craig. Job ate up. Yeah, um, doing a little morning thing, telling people how he prepares for his keynote. Yeah. So how do you prepare for your keynote. Do you like, give it for a M and hit the gym and get a job coming up right after this interview? >> I do. I I I'm not fat. That's incredibly disciplined, I think. I think it's been waking up at 4 a.m. for a long time, so I'm not that much of an early bird. But I prepare because, you know, I've been involved in the construction of the keynote. So for me, it's, um, be started work on this, probably about three months ago, because the story came together. It's very natural to me. Just like you asked me the question. You know, tell me about the evolution. It's just a very natural thing because, like telling you >> on relevant story, not just beady eye. Yeah, it's so much more now. >> It's so much more And, you know, and I've lived through this and I participated in most of the decision making, so, you know, when my head of product marketing company said, Hey, what should we do with the keynote? I said, You know, I have the storyline in mind, right? And sit on the same three or four pillars I'm talking to you about, right? How do we tell the story to the audience about what is the platform? Why should they sort of bet on it? How did they sort of deploy it, show them some real world examples and then basically sprinkling all the innovations? That sounds exciting. So? So because of that story lines always being in my head. So it's not that hard. It's just sometimes you just need to sort of a CZ. You're unstable. >> You're preparing Saul, you're part of Yeah, I was handing it to you. Nobody related it. So >> for me, I think it's just sometimes just rehearsing some of the key parts. And then, of course, the visual cues. And they >> want to slam home the big point. They go. You know, I've been looking at your career. You have to check your technologies, but also, you're pretty much been a product leader. Yeah, and your career definite. So I gotta ask you around from the big movements in the innocent. Like your perspective as a participant. This was a product leaders Well, executive in there and done that. Amazon introduced their first conference around cloud security called reinforces. Here we get Cube coverage there. It was interesting because it wasn't like a typical security conference like black hat. Definitely on our say wasn't so much I t is really about cloud security. And so Dave and I were speculating like, this is the first cloud security show. I mean, dedicated to kind of cloud security didn't say cloud security, but essentially, cloud security. >> What is >> your take on the cloud security? Because a >> little bit >> of a different view, little bit architectural change. If you gotta have the on premises, you're gonna have the cloud if things any working together, some things you're doing and security quite frankly, around isolation to, you know, working in in any environment. You're that year in the middle of it all. >> Yeah. >> What is cloud >> security and why I have a conference isn't relevant with your thoughts. >> That's a >> great question. I think you know, you see many of these trends, I think, you know, listen, many of these conferences, they provoke their thought provoking, so it forces you to think right? So when I think about cloud security now, traditionally when you think about cloud security, you would think about technologies like Cass be light cloud access service broker. You would think about encryption to means much more than I do >> all the usual stuff in the back. If he's there, other people are there. But no. >> Yeah, I mean more than my coffee. I think you know you. It's sort of you think of the the the NL unlocked to cloud securities Data center security where you think of the sort of Amazon cloud living in Amazon Data Center. And, you know, how can we protect the, you know, the data and the egress access into those cloud and in the same technology sort of apply, but to your point that you sort of just touched upon its That cloud is not living in isolation. First of all, that Amazon Cloud is connected to a whole bunch of, you know, applications that are still sitting in the data center. Right. So they were not there. Potentially not moving the Oracle database today isn't there moving some workloads to the cloud, right? That's what most most companies are. Hey, guess what? There's all these end points of the connecting the connecting both the data center in the cloud. You're not gonna proxy to the cloud to get to the data center. So there's gateways. So do me. Cloud security can't be an isolated, you know, sort of technology that companies have to sort of think about now is there Is there opportunity to leverage the cloud to manage security better and get visibility in the security environment to do security? Analytics? Absolutely. So I think to me, that's where it's going. Because security, I think, has been proven, is no longer. You know, the one sing single thing. It's just you have to do multiple things. Every time I go talk to CSO's, they tell me they got this technology. I said, Hey, wait a minute. You you have 20. Did you cut down any yet? We've got down a few, but you know, they're just nervous about cutting down too much. Because of that one piece of software >> insurance policy. They're insecure. >> They cut to the added four, >> another tool. Bullshit. I think I think the architecture will get simpler because it's way too complex, but the same time I think you have to. There's no sustenance, cloud security and network security or endpoint security, and >> maybe there's a whole new group emerging within VM where that you could add to your repertoire en Pointe computing group your end user computing. Why don't have endpoint computing? That's >> what you're holding >> is you know is all about what do we need to do for the user? Both as I t and the end user? Okay. And now he now folks like hr and so on, the securities has to be built into it, right? So much like that. I think when you go build our data centers are the public cloud and build this hybrid clouds, security is to be built into that as >> well. We'll shake our thanks for coming on and sharing your insights. A super important area. We're gonna be covering this. This is cloud to point of this end user computing. This is where the edge of the network is. That's where the people are. They are part of the edge. A thin part of the edge of a big part of the edge. You're gonna be in the middle of it will be following the attraction. Thanks for coming on. You So much for having me having played Cuba, Cuba live here in San Francisco on chopper develop the state tune from or we have two sets. Three days of wall to wall coverage, worldly in day one. Stay with us. We gotta have Michael Dell. Pat Nelson. Come on Tomorrow and a lot more guests coming onto. They stay with us. We'll be right back.
SUMMARY :
Brought to you by VM Wear and its ecosystem partners. he takes care of all the stuff that we're virtualization creates those efficiencies. Now, the interesting thing is people don't work in an office anymore, and the interface is no Well, I want to get into some stupid questions around the work environment cause whether you working at a cafe or at home is all kinds And at the end of the day, you know what organizations want is for the employees to have a great KP eyes can come out of that right? But doing with respect to, you know, your best best customer. What is the top requests I want to be able to deliver a great employee experience some, you know, help me do that. Doesn't exist in your model, because if a millennial or workaround working at home, So one of the things we're announcing its part I want to ask you about your tenure, gm, So a Sandy and I and the rest the employees experience from, you know, day one day two and beyond. So the risk or is interesting to me as well, so as endpoint security, because much, much more importantly, I think listen, be if you think about risk oars and if In the sense they're not mainstream devices you and I would use. So how do you prepare for your keynote. But I prepare because, you know, I've been involved in the construction Yeah, it's so much more now. It's so much more And, you know, and I've lived through this and I participated in most of the decision making, So And they So I gotta ask you around from the big movements If you gotta have the on premises, you're gonna have the cloud if I think you know, you see many of these trends, I think, you know, listen, many of these conferences, all the usual stuff in the back. the NL unlocked to cloud securities Data center security where you think of the sort too complex, but the same time I think you have to. maybe there's a whole new group emerging within VM where that you could add to your repertoire en And now he now folks like hr and so on, the securities has to be built into Cuba live here in San Francisco on chopper develop the state tune from or we have two sets.
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Breaking Analysis: $2.7B...VMware buys Pivotal & Carbon Black - WTF!
from the silicon angle media office in Boston Massachusetts it's the queue now here's your host David on tape hi everybody welcome to this breaking analysis this is Dave Volante and VMware announced yesterday its quarterly results and it also announced the acquisition of two companies pivotal which was the news was broken before of the earnings announcement but also carbon black a Walton Massachusetts based security company and you may be wondering what the hell is VM we are up to what are they doing and I want to sort of unpack that and explain it to you from my perspective so pivotal and carbon black are getting paid 2.7 billion and 2.1 billion dollar respectively is the value of those deals so VMware is paying an enterprise value to sales ratio of 3.8 and 7x respectively for pivotal and carbon black the motivation here in my view is really to clean up pivotal I'm going to explain that in a second and also to increase VMware's cloud multi cloud and recurring revenue contributions today the SAS business of VMware is only about 12% of the company's revenue so they want to increase that because they want to have a cloud like model and recurring revenue the challenge for a company like VMware who's largely based on perpetual license models upfront get paid for the whole license and then you do some maintenance is it's like a heroin injection you get the big rush of cash whereas with the recurring revenue model you're streaming out over and deferring it over a twelve or thirty six month or 24 month period and so the revenue impact is somewhat negative on the income statement and that's putting a little bit pressure on the stock but VMware management understands that that long term it's a much more predictable and attractive business model to be a SAS company than it is to be a traditional license based perpetual license based software company now the pivotal deal is somewhat complicated and of course when Michael Dell's involved we tend to have these complicated transactions as organization is very savvy in terms of from a financial standpoint we saw that remember when Michael Dell and Silverlake bought a EMC for 67 billion dollars they shelled out only only four billion dollars of their own cash now they took out a lot of debt but it was a very interesting and complicated financial transaction so part of this is cleaning up some of that transaction that all I'll explain in my opinion VMware is getting a pretty good deal for both pivotal and a decent deal for carbon black so so let me explain first of all Alex if you would bring up the the chart on pivotal let's take a look at it now you can see here you know pivotal did its IPO you know last year a when IPO is I think that we know close to a four billion dollar valuation and you can see the stock is not performed well subsequent to that it you know it was never able to get back to its IPO price it had a you know decent uptick you know in in March of this year as the market was running up and you can see the earnings miss in in the late spring early summer back in the June announcement date big hit there the company's been struggling in the marketplace you know it's got a lot of assets remember pivotal was originally put together as a collection of what I used to call misfit toys some of the EMC assets some of the VMware assets they put together at Palmer its you know created this entity to try to create a platform for application development Michael Dell saw this as an opportunity to take it public and actually you know create another asset in part of the Dell family but you can see here post June you know the the decline in the stock price and then you see the announcement from VMware or the rumor that came out actually was an announcement that came out in the press this week and the stock jumped over 70% on a day when the Dow dropped 800 points but you can see now the the today's price it was fourteen eighty eight when I took this snapshot about 50 cents on the dollar from the IPO price and so you can see that that VMware and Michael Dell are kind of doing the top cat they did the IP that pulled the coin back and now they're gonna repurchase the stock so kind of interesting but here's what the interesting part is VMware is only paying nine hundred million dollars in cash to the public shareholders how can that be so here's the deal vmware already owns about 15% of pivotal where dell owns about 70 percent of the company so what's happened l controls 95 percent of the voting shares which is why you know one of the reasons why this stock really never took off it's one of those one of those ownership structures and governance structures where you know a single individual really controls the stock so that often times keeps stock prices down but nonetheless Dells 70% is being exchanged for VMware stock for pivotal stocks that are owned by Dell so let me read you the statement Alex if you could bring up that statement from the earnings call this is from the VMware a CFO explaining the mechanics with regards to pivotal VMware has agreed to acquire a pivotal at a blended price per share of eleven dollars and 71 cents comprised of $15 per share in cash to public stockholders that's why the stock is trading at 14 dollars and 88 cents today and a little bit of arbitrage flowed in there and VMware's Class B common shares exchange for pivotal Class B common shares held by Dell technologies in an exchange rate of point zero five five VMware shares for each pivotal share the transaction has an excuse me enterprise value of 2.7 billion Dell technologies will receive approximately 7.2 million shares of VMware Class B common stock and now drew aggregate this results in an expected net cash payout for VMware of 0.8 billion I said I said point nine billion the impact of the equity issue to Dell technologies would increase its ownership stake in VMware by approximately 0.34 percentage points to a total of 81 0.09 percent based on the shares currently outstanding as it said VMware currently holds 15 percent of outstanding shares pivotal ones clothes will update blahblahblah so Michael Dell's buying VMware stock he's increasing his share of VMware which is also a kind of an interesting side note but now let's look at the pivotal fundamentals does this make strategic sense yes in my opinion why is that this is all about containers and it's all about next-generation application development for cloud it's also a hedge for VMware everybody said containers are gonna kill VMware well it's it's a hedge in the instance that that that containers start to impact VMware's traditional virtualization business now as I showed yesterday on the video where I was looking at ETR research there's no evidence today that it containers are slowing down the spending on VMware you deploy containers in many many ways certainly they're deployed in in bare metal and that's somewhat of a risk to a VMware but they're also they're also deployed on top of virtual machines on top of VMware so you know right now it's not been a negative for for VMware and by acquiring pivotal it can bring those synergies into the VMware mothership which is Dells a software mothership I call it and there's also synergies in sales and marketing and R&D and it kind of cleans up pivotal and consolidates the assets now let's look at carbon black this is a security play and it's really a different story than pivotal first you got to remember the Pat Gallagher told John Fourier in me several years ago in the cube that security is a do-over and I'll tell you right now Pat Gail singer and VMware are architecting a security do-over you've got on pram you've got hybrid you've got cloud you've got multi ply cloud traditional security models aren't gonna cut it so let's look at this clip by pat gyal singer and he'll it'll give you a sense of how he and VMware are thinking about the future watch this and we'll come back and talk about it Steve Herod on our Crouch at pre game on Friday with the hot opportunities are for startups he said security or mainly not getting caught at this perimeter basically what's your view on that well you know the krusty you know the hard crust the exterior and the soft gooey inside as I described it this morning my morning breakfast every day and you know with it right this whole idea of micro segmentation and nsx really redefines how you build networks and that's gonna allow us to refactor every aspect of security every aspect of routing and load balancing etc okay so what Pat was saying is he's talking about micro segmentation nsx the critical acquisition from nice Syrah refactoring security and everything security is a do-over okay Alex let's bring up the chart of carbon black I wanna I want to look at that and explain to our audience kind of what's going on there so you can see it's a it's a little bit of a different picture from from pivotal you've got that kind of bathtub look to it so you see at the IPO it was a hot company but it underperformed and and it was struggling there you know coming into at the end of last year and then into 2019 you could see it was kind of bouncing around at its lows and then what happened was you saw it earlier this year the company guided down so you can see that you know big drop after into February announced you big spike downwards they guided down the CFO resigned and there were several down grades from Wall Street analysts and that really crushed the stock but then you sort of bouncing back through May and then what happened is you know you had this growth company they've grown at 25 to 30% a year and they beat earnings estimates in May so they guide it down in in February but then they beat and you had a new CFO you just kind of had this new renewed emphasis on on the company and then this summer they hired morgan stanley and so the acquisition rumors started and that you can see you know into august it starts to pick up again so i have no doubt that this was a competitive bid of vmware wanted it so so here's another comment that i want to share with you from last year at VMworld and again it'll give you an additional insight as to how Pat Gallagher is thinking about the future go ahead and play the clip and then we'll come back what together into my application and in that sense the application is a network of these different services data sources etc and we believe in that you're bridging across silos isn't important it is essential to do that yeah because as you say security models across that you know how does the you know when that application isn't performing like I expect it to how do I go even debug it so think about what Pat said the application is a network of services services it's not as such it's not important it's essential that we deliver that in a consolidated model including security models okay so you got VMware looking to make its platform the place to run modern apps you got carbon black at 250 million dollar company trading at a discount of about 5.5 X revenue they got strong growth at the time but 25 to 30 percent of years it's consistent and then nearly 40 percent of its business is coming from the cloud and the cloud business is growing at 70 percent a year so VMware remember jettisoned its cloud business vCloud air but it still has a desire it covets participating in cloud at least in the form of multi cloud and on-prem cloud like experiences Carbon Black is a modern endpoint security company you heard John's question about the perimeter and you know you can't build moats anymore you you really endpoints are really the the new vulnerability especially when you start thinking about IOT so VMware is desirous of cloud revenue multi cloud and recurring revenue you got a growth company that's looking to sell they've got leading technology as I said this it was a competitive bid and VMware wanted it so now the other thing is VMware knows carbon black they've they've integrated carbon black into its app defense offering and VMware has been expanding its portfolio not so quietly lately app defense NSX has a you know with its micro segmentation is really a security use case AirWatch has a security component cloud choreo ee8 security was another acquisition bracket intrinsic was you know these little tuck-ins you sort of draw a picture of how Dell senior and VMware are starting to build out its portfolio again making vmware the software mothership security is a critical component of that it also gives VMware much more of a strategic entrance into the c-suite particularly with the chief information security officer we've talked many times on the cube that security is now a board level discussion to the extent that VMware can be the platform for multi cloud security and of course you know that's not assured right there battling cisco who's coming at it from a network position they're battling google who's coming you know announced anthos they're certainly battling Microsoft certainly IBM and Red Hat have similar designs and as we've said watch this space Amazon ultimately we think is going to get into this area but any rate VMware's making security a fundamental part of its platform it's bridging those silos is what what Pat Gayle singer talked about in the video and giving you access to sets of infrastructure so with pivotal it's building out you know in cloud native application development and and tooling container technology and that's clearly strategic to its multi cloud strategy helps VMware stay relevant VMware doesn't own a cloud so it's got to move fast and be first in this multi cloud space ok so let me summarize VMware's gonna spend 2.7 billion on two key acquisitions they're gonna add it's gonna add a billion dollars in two points of revenue growth that's largely in SAS and hybrid cloud and recurring revenue for VMware and three billion dollars in year two now let me do some Volante math for you VMware trades at about five to six times revenue so essentially they just added five to six billion dollars in market value in year one and by the way the stock is off eight percent today so because of these acquisitions so and it's got upside in my view assuming that you know there's not some big economic downturn but we're talking about 15 to 18 billion in market cap in year two so this acceleration VMware's transition to SATs ass it's a cash flow positive and the creative acquisitions in year two according to vmware vmware throws off nearly four billion dollars in annual and operating annually and operating cash flow to me this is a good use of cash balancing acquisitions and to continue growth and tuck in your ability to be that platform for cloud and multi cloud services and hybrid cloud is a good use of cash I like it better than stock buybacks frankly so a combination of stock buybacks organic Rd which VM was very strong engineering culture and acquisitions in this case using your stock as currency I like the deals we're gonna watch him very closely and we're gonna be talking about this this next week at vmworld so watch the cube at vmworld the cube net will be there myself john fourier stu minimun Jeff Rick the entire team celebrating our 10th year at vmworld if you have any questions on this or comments please tweet me at diva want a thanks for watching everybody we'll see you next week
SUMMARY :
the place to run modern apps you got
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Steve Herrod, General Catalyst | CUBE Conversation, August 2019
>> from our studios in the heart of Silicon Valley, Palo Alto, California It is a cute conversation. >> Hello and welcome to the Special Cube conversation with remote gas. Steve, harried managing director of General Catalyst, is he's a venture capitalist. >> Former >> CTO of the M. Where? Cube alumni. Steve, welcome to this special cube conversation coming in remote from Palo Alto. You're right across town, but still grab you big news happening. And also get your thoughts on the emerald 2019. Welcome to our remote conversation. >> Yeah, we were close. And yet this makes it even more convenient. We >> love the new format. Bring people into no matter where they are, no matter. Whatever it takes to get the stories we want to do that. And two important ones having. We know the emeralds coming next week. But congratulations. In order to you and your portfolio companies signal FX, another cube alumni from we've been covering since the beginning of their funding acquisition. Bye, Splunk today for over a billion dollars. 60% in cash and 40%. And stop. Congratulations. You've been on the board. You've known these guys from VM. We're quite a team. Quite an exit It's a win win for those guys. Congratulations. >> Yeah, Great group of guys. Several, which were at being where, as you as you mentioned, and as you've had on your show, that's great. They were doing a really good job of monitoring and getting metrics about applications and how they're doing it. And they're marrying it with spunk, stability to ingest logs and really understand operational >> data. And I think that combination will be very powerful. >> It brings kind of what we've been monitored. Calling Cloud 2.0, Suzie, monitoring 2.0, is really observe ability As the world starts moving into the kinds of service is we're seeing with Cloud on premises operations more than ever, that game has changed much more dynamic, and the security impact is significant. And certainly as as applications connect with its coyote or any I p device having that day, that scales really critical part of that. And I know signal left fax was one of those companies where you invested early, and I remember interviewing a couple of years ago in saying, Damn, these guys might be too early. I mean, they're so smart, they're so on it. But this is an example of skating to where the puck is As we increase, Key would say, These guys were just hitting their stride. Steve, can you Can you share any color commentary on on the deal and or you know why this is so important? >> Well, they've been at this for a long time, and they're a great team. I've been involved. Is investor less time? Obviously. But it was the really original team out of Facebook monitoring really at scale applications and then trying to take that technology that Facebook could use and applied it to our world. And, you know, as you discovered, we're in a world of micro service's and containers, and that is definitely hitting its stride right now. And so they were in the right place knowing how >> to monitor this very fast moving >> information and make some sense out of it. So you're a really good job on their part, and it was a pleasure to be >> along for part of the ride with him. >> It's great to me, great founders that have a vision and stay the course because, you know it's always it's always tricky when you're early to see the future especially around their top micro surfaces and containers way back before became the rage and now more relevant operationally for enterprises, it's easy to get distracted and man that fashion. We'll just jump on this trend of this way. They stayed the course. They stayed the nose to the grindstone and now observe ability. Which, to me is code word for monitoring. 2.0 is probably one of the hottest segments you saw Cummings going public companies filing the pager Duty dynatrace. Now you guys with your acquisition with Signal FX, This is an important sector this would normally be viewed in. I t. Rule is kind of list of white space, but it seems to be a much bigger landscape. Can you comment on your view on this and why it's so important? Why is observe ability so hot? Steve? >> Well, it's been this actually had a great market to be in for quite a while. They've been a large number of companies, continue to be both built up, and it's pretty simple. That amount of e commerce, or the amount of customer interactions you're having over applications and over the Web has gone up, and so anything that's not performing well or as downtime literally cost you a lot of money as a company. And so as these applications get more complex and they're being relied on >> Maur for revenue and for custom directions, >> you simply have to have better tools. And that's gonna be something that continues to evolve, that we got more complex, absent, more commerce is going >> to go through them. >> Complexity is actually something that people, a lot of people are talking about. I want to ask you something around today's marketplace, but I want you to compare and contrast it, similar to what your experience wasn't v m Where were you? The CTO virtual ization of all very, very quickly on ended up becoming a really critical component of the infrastructure, and a lot of people were pooh poohing that initially at first, then all sudden became. We've got to kill the M where you know so the resiliency of the M, where was such that they continue to innovate on virtualization, and so that's been a part of the legacy of V M wear, and the embers will cover next next week. But when you look at what's happening now with cloud computing and now some of the hybrid cloud up opportunities with Micro Service's and other other cool things. The role of the application is being is important part of the equation. It used to be the standup infrastructure, and that would enable the application to do things virtualization kind of change that game. Now you don't need to stand up. Any infrastructure could just deploy an application, and the infrastructure can be code and be self form, so you can have unique requirements. As infrastructure driven by the application, the whole world seemed to have flipped around. Do you see it that way? Is that accurate assessment? What's your thoughts on that? >> I think you're right on a bunch of fronts. People have been calling a different things, but the beauty of the, um where and you know this is a while ago now, but the reason it was successful is that you didn't have to change any of your software to use. It sort of slid him underneath an added value. But at the same time applications evolved. And so the that path of looking like hardware was something that was great for not changing applications. You have to think about a little differently when people are taking advantage of new application patterns or new service. Is that air in the cloud? And as you build up these as they're called cloud Native applications, it really is about the infrastructure. You know. It's job in life is to run applications. It sort of felt like the other way around. It used to be you wrote an application for what your infrastructure was. It shouldn't be like that anymore. It's about what you need to do to get the job done. And so we see the evolution of the clouds and their service. Is that air there? Certainly the notion of containers and a lot of the stuff that being where is now doing has been focused on those new applications and making sure Veum, where adds value to them, whatever type >> of application they are. >> It's interesting one of the exciting things in this way that we're on this year around multi cloud hybrid cloud in Public Cloud Now that we've kind of crossed over to the reality that public cloud has been there, done that succeeded I call that cloud 1.0, you saw the emergence of hybrid cloud. Even early on, around 2012 2013 we were talking about that of'em world instantly pad Kelsey here, but now you're seeing hybrid cloud validated. You got Outpost, you've got Azure stack, among other things. The reality is, if you are cloud native, you might not need to have anything on premise. Like companies like ours with 50 plus people. We don't have an I T department, but most enterprises have stuff on premise, so the nuance these days is around. You know, what's the architecture of of I T. These days, we add security into It's complicated. So these debates can there be a soul cloud for a workload? Certainly that's been something that we've been covering with the Amazon Jet I contract, where it's not necessarily a soul cloud for the entire Department of Defense. It's a soul cloud for the workload, the military application workload or app. The military. It's $10 million application, and it's okay to have one cloud, as we would say, But yet they're going to use Microsoft's cloud for other things. So the ODS having a multiple cloud approach, multiple environments, multiple vendors, if you will, but you don't have to split the cloud up. Her say This is kind of one of those conversations really evolving quickly because there's no real school of thought around this other than the old way, which was have a multi vendor environment split the things. What's your thoughts on the the workload relationship to the cloud? Is it okay to have a workload, have a single cloud for that workload and coexist with other clouds? >> It's funny. I've been thinking about this more lately. Where if you went back earlier in time, forgetting cloud, there used to be a lot of different type of servers that you >> can run on, whether it >> be a mainframe or a mini mainframe or Unix system or Olynyk system. And to some extent, people are choosing what would run where, based on the demands of the application, sometimes on price, sometimes on certifications or even what's been poured into the right one. So this is a beating myself, you know, that's that's a while ago. It's not too different to kind of think about the different kind of cloud service is there out there, whether you're running your own on your own data center or whether you're leveraging one from the other partners. I really do think in the ideal world you get your choice of the best possible platform for the application across a variety of characteristics. And it's kind of up to the vendors of management software and monitoring software at security software to give you more flexibility to choose where to run. And so for getting D'Amore exactly. But think of a virtualization layer that really tries to abstract out and let you more fluidly run things on different clouds. Do you think that's where a lot of the the core software is head of these days really >> enable that toe work better >> as a >> 1,000,000 other use cases, but with storage being moved around >> for disaster recovery or for whatever it else might >> be? But that quarter flexibility reminds me a lot of choosing what application >> would want. Run would run where within your own company >> and the kubernetes trend in containers certainly really makes that so much more flexible because you can still run VM. Where's viens beams under the covers over Put stuff on bare metal a lot of great opportunities that's exciting >> and you slap in a P I in front of them and micro service is sort of works in tandem with that so that you could really have your application composed >> across multiple environments. >> And I think the ob surveilling observe ability is so hot because it takes what network management was doing in the old way, which is monitoring. Make sure things are operating effectively and combining with data. And so when I heard about the acquisition of signal effects into Splunk, I'm like, There it is. We're back to data. So observe ability is really a data challenge and opportunity for using what would be a white space monitoring. But it's more than monitoring because it's about the data and the efficacy of that data and how it's being used, whether it's for security or whatever your thoughts >> s. So there's more data than ever, for sure, and so being able to stream that in being able to capture it at cost, all that is a big part of our environment still working. The key thing is turning that into some actionable insight, and whether you're using no interesting calculations for that or different forms of machine learning like that's where this really has to go is with all this data coming in. How do >> I avoid false false >> positives? How do I only alert people when needed, then that allows you to do what everyone's talked about for 30 years, which is automatic remediation. But for now, let's talk about it. Is how do I process all of this rich data and give me the right information to take action? >> Do you want to thank you for coming on this promote cube conversation? You've been with us at the Cube since 2010. I think our first cube event was A M C. World 2010. That show doesn't existing longer because that folded into Del Technologies world. So VM world next week is the last show standing that has been around since the Cube. You've been around? Of course, you guys had VM worlds had their 10th anniversary was 2013 as a show. But this is our 10th year. Well, thank you for being part of our community and being a contributor with your commentary and your friendship and referral. Appreciate all that. So I gotta ask you looking back over the 10 years since you been with Doug, you've vm world. What's the most exciting moments? What are moments that you can say? Hey, that was an amazing time. That was a grind, but we got through it. Funny moments. Your thoughts. >> Boy, that's a tough question. I've enjoyed working with you, John and the Cube. There's been somebody really interesting things for me. The sum of the big acquisitions that we went through a V Um, where? Where? I think the NSX exposition. When we get a syrah, I think that really pushed us an interesting spots. But we have gone through, uh, I pose an acquisition ourself by the emcee begun Theo. It's a pretty vicious competition from Be Citrix Airs in or Microsoft. Yeah, that's just the joy of being a These companies is lots of ups and downs along the way that they almost kind of fit together to make an exciting life. >> What was some moments for you? I know you had left was the 2015 or 26 boys with your last day of >> the world. You go now, you know about six years. >> What do you miss about the end? Where >> the team is what everyone kind of cliche says. But it's totally true. The chance to kind of work with all those people at the executive staff all the way down to like these awesome engineers with Koi is so I definitely missed that Miss Shipping products. You don't get to do that as much directly as a venture capitalist. But on the flip side, this is a great world to be, and I get to see enthusiastic. You're very optimistic founders all day long, pushing the envelope. And while that was existing at the end where, uh, it's it's what I see every single day here. >> You've been on The Cube 10 times at the M World. That's the all time spot you're tied for. First congratulates on the leaderboard. It's been a great 10 years. Going forward. We've seen are so good. Looking back, I would say that you know Palmer, it's taking over from Diane Greene. Really set the table. He actually laid out. Essentially, what I think now is a clearly a cloud SAS architecture. I think he got that pretty much right again. Or maybe early in certain spots of what he proposed at that time. There's some things that didn't materialize is fast, but ultimately from core perspective. You guys got that right, Um, and then went in Try to do the cloud. But then and this year it comes in for suffered to find, you know, line with Amazon. And since that time, the stock has been really kind of it on the right. So, you know, some key moments there for Of'em. Where from Self >> Somali. More stuff. It's fun to see Pivotal now possibly coming back into after after getting started there. But I think you know, there's there's a hugely talented team of execs there. Pat L Singers come >> in and done a great job. I think, Greg, >> you and all these folks that Aaron, >> there are good thinkers. And so I >> think you'll consider just continue to see it evolved. Quite event and probably some cool announcements next week. >> Talk aboutthe roll Ragu and the team play because he doesn't really get a lot of the spotlight. He avoids it. I know he did talk to him privately that he won't come on the Q. I don't know what the other guys go on other guys in jail, so he's been instrumental. He was really critical in multiple deals. Could you share some insight into his role at bm bm were and why it's been so important. >> I'll push him to get on, especially now that you have remote. You can probably grab him now. He and Rajiv and Rayo Funeral Just all the guys air. I think he and Reggie basically split up half and half of the products. But Roger is very, very seminal in the whole cloud strategy that has clearly been working Well, he's a good friend in a very smart guy. >> Well, I want you to give me a personal word that you're gonna get me in a headlock and tell him to come on the Cube this year. We want him on. He's a great, great great guest. He's certainly knowledgeable going forward. Steve, 10 years out, we still got 10 more years of great change coming. If you look at the wee that's coming, you're out investing in companies again. You had one big exit today with the $1,000,000,000 acquisition that was happen by Splunk and signal effects. Ah, lot more action. You've been investing in security. What's your outlook? As you look at the next 10 years is a lot more action to happen. We seem to be early days in this new modern era. Historic time in the computer industry as applications without dictating infrastructure capabilities is still a lot more to do. What do you excited about? >> There's a million things I get to see every day, which are clearly where the world is headed. But I think at the end of the day there's there's infrastructure, which the job in life of infrastructure is to run applications. And so then you look at applications. How are they changing and what is the underlying fabric gonna need to do to support them? And if you look at the future of applications, it's clearly some amazing things around artificial intelligence and machine learning to actually make them smarter. It's all different factors form factors that they're running on and being displayed on. I think we clearly have a world where with the next generation of networking, you could do even more at the edge and communicate in a very different way with the back end. I kind of look at all these application patterns and really trying to think about what is the change to the underlying clouds and fabrics and compute that's gonna be needed to run them. I think we have plenty of head room of interesting ideas ahead. >> Stew, Dave and I were talks to Dave. Stupid Valenti student and I were talking about, you know, as infrastructure and cloud get automate as automation comes in, new waves are gonna be formed from it. What new waves do you see? Is it like R P ay, ay, ay, ay. Because as those things get sucked in and the ships and two new waves What? Oh, that's some of the key ways people should pay attention to. I'm not saying the industries is going away, but as it becomes automated, and as the shift happens, the value still is there. Where is those new waves? >> Well, then, today it looks like most applications they're gonna be composed of a lot of service is, um and I think they're gonna be able. They're going to need to be displaying on everything from big screens to small screens to purely as a headless 80. I front ends, and so again, I think at the end of the day, this this infrastructure is gonna have to have a lot of computation capability after crunch do tons of data but also have to stitch together these connections between components and provide really good experiences and predictability in the network and all those air very hard problems that we've been working on for a while. I think we'll keep working on them and new forms for the next 10 years at least. >> Awesome. Steve. Thanks for being a friend with us in the queue, but you're funny. Favorite moment of the Q. Can you share any observations about the cube and your experiences? Your observations over the 10 years we've come a long way, >> you go ugly, actually enjoyed it. I mean, it's a microcosm of all the other stuff going on, but I saw your first little box that you built and used for the Cube like that was that was really cool. But now the fact that I'm on my laptop, you doing this over the network and it's showing up is pretty awesome. So think you're following the same patterns of the other, have the other applications moving the cloud and having good user experiences. >> Cube native here software native Steve. Thank you so much for stating the time commenting on the acquisition. I know it's fresh on the press. Ah, lot more analysis and cut to come next week. It's certainly I'll be co hosting at Splunk dot com later in the year. So I'm looking forward to connect with a team there and again. Thanks for all your contribution into the cube community. We really appreciate one. Thank you for your time. >> Thanks. You guys are awesome. Thanks for chatting. >> Okay. Steve Herod, managing director at general counsel, Top tier VC From here in Silicon Valley and offices around the world, I'm John for breaking down the news as well as a V Emerald preview with the former CTO of'em. Were Steve hair now a big time venture capitalists. I'm John Ferrier. Thanks for watching.
SUMMARY :
from our studios in the heart of Silicon Valley, Palo Alto, Hello and welcome to the Special Cube conversation with remote gas. CTO of the M. Where? And yet this makes it even more convenient. In order to you and your portfolio companies signal FX, Several, which were at being where, as you as you mentioned, and as you've had on your show, And I think that combination will be very powerful. And I know signal left fax was one of those companies where you invested early, and I remember interviewing a couple of years And, you know, as you discovered, we're in a world of micro service's and it was a pleasure to be 2.0 is probably one of the hottest segments you saw Cummings and so anything that's not performing well or as downtime literally cost you a you simply have to have better tools. and the infrastructure can be code and be self form, so you can have unique And so the that path of looking It's interesting one of the exciting things in this way that we're on this year around multi cloud hybrid cloud forgetting cloud, there used to be a lot of different type of servers that you I really do think in the ideal world you get your choice of the best Run would run where within your own company and the kubernetes trend in containers certainly really makes that so much more flexible because you can still run VM. But it's more than monitoring because it's about the data and the efficacy of that data and how it's being used, for that or different forms of machine learning like that's where this really has to go is with all this How do I only alert people when needed, then that allows you to do what everyone's back over the 10 years since you been with Doug, you've vm world. The sum of the big acquisitions that we went through a V Um, where? You go now, you know about six years. But on the flip side, That's the all time spot you're tied for. But I think you know, there's there's a hugely talented team of I think, Greg, And so I think you'll consider just continue to see it evolved. I know he did talk to him privately that he won't come on the Q. I don't know what the other guys go on other guys I'll push him to get on, especially now that you have remote. If you look at the wee that's coming, you're out investing in companies again. And so then you look at applications. I'm not saying the industries is going away, but as it becomes automated, and as the shift happens, and so again, I think at the end of the day, this this infrastructure is gonna have to have a lot of computation capability after Can you share any observations about the cube and your experiences? But now the fact that I'm on my laptop, you doing this over the network and it's showing up is pretty I know it's fresh on the press. Thanks for chatting. offices around the world, I'm John for breaking down the news as well as a V Emerald preview with the former
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Steve Herrod, General Catalyst | CUBE Conversation, August 2019
our Studios in the heart of Silicon Valley Palo Alto California this is a cute conversation hello everyone welcome to the special cube conversation with a remote guest Steve Herod managing director of general kennel s he's a venture capitalist former CTO of VMware cube alumni Steve welcome to this special cube conversation coming in remote from Palo Alto you're right across town but still we're gonna grab you big news happening and also get your thoughts on the Emerald 2019 welcome to our remote conversation yeah hey Jon yeah we're close and yet this makes it even more convenient go we'd love the new format of bring people into no matter where they are no matter what whatever it takes to get the stories we want to do that and and two important ones to having we we know vm world's coming next week but congratulations in order to you and your portfolio companies signal FX another cube alumni firm we've been covering since the beginning of their funding acquisition by Splunk today for over a billion dollars sixty percent in cash and forty percent in stop congratulations you've been on the board you've known these guys from VMware quite a team quite an exit it's a win-win for those guys congratulations yeah great group of guys several of which were at VMware has you as you mentioned and as you've had on your show that's great they were doing a really good job of monitoring and getting metrics about applications and how they're doing it and they're marrying it with spunks ability to ingest logs and really understand operational data and I think the combination will be very powerful it brings kind of what we've been monitoring cloud 2.0 essentially monitoring 2.0 is really observability as the world starts moving into the the kinds of services we're seeing with cloud and on-premises operations more than ever that game has changes much more dynamic and the security impact is significant and certainly as applications connect whether it's IOT or any IP device having that data at scale is really a critical part of that and I know signal FX was one of those companies where you invested early and I remember interview them a couple years ago and saying damn these guys might be too early I mean they're so smart they're so on it but this is an example of skating to where the as Wayne Gretzky would say these guys were just hitting their stride Steve can you can you share any color commentary on on the deal and or you know why this is so important well they've been at this for a long time and they're a great team I've been involved as an investor less time obviously but yeah it was the really original team out of Facebook monitoring really at scale applications and then trying to take that technology that Facebook could use and applied it to our world and you know as you discovered we're in a world of micro services and containers and that is definitely hitting its stride right now and so they were in the right place knowing how to monitor this very fast moving information and and make some sense out of it so yeah really good job on their part and it was a pleasure to be along for part of the ride with them it's great to meet great founders that have a vision and stay the course because you know it's always tricky when you're early to see the future especially around ok we're talking micro services and containers way back before it became the rage and now more relevant operationally for enterprises it's easy to get distracted and it's fashion well just jump on this trend or this wave they stayed the course they stayed the nose to the grindstone and now observability which to me is code word for monitoring 2.0 is probably one of the hottest segments you saw companies going public companies filing the pager Duty dynaTrace now the you guys with your acquisition with signal FX this is an important sector this would normally be viewed in the IT world as kind of lists of white space but it seems to be a much bigger landscape can you comment on your view on this and why it's so important why is observability so hot Steve well it's been this actually been a great market to be in for quite a while they've been a large number of companies continuing to be both built up and it's pretty simple the amount of e-commerce or the amount of customer interactions you're having over applications and over the web has gone up and so anything is not performing well or house downtime literally cost you a lot of money as a company and so as these applications get more complex and they're being relied on more for revenue and for customer interactions you know simply you have to have better tools and that's gonna be something that continues to evolve we have more complex apps and more commerce is going to go through them complexity is obviously something that people a lot of people are talking about I want to ask you something around today's marketplace but I want you to compare and contrast it similarly to what your experience was at VMware when you the CTO you know virtualization evolved very very quickly and ended up becoming a really critical component of the infrastructure and a lot of people were pooh-poohing that initially at first and then all the sudden became we got to kill VMware and you know so the resiliency of VMware was such that they continued to innovate on virtualization and so that's been you know part of the legacy of VMware and VM roads will cover next next week but when you look at what's happening now with cloud computing and now some of the hybrid cloud opportunities with micro services and other other cool things the the role of the application is being is important part of the equation it used to be the stand up infrastructure and that would enable the application to do things virtualization kind of changed that game now you don't need to stand up any infrastructure you can just deploy an application then the infrastructure can be code and be self formed so you can have unique requirements as infrastructure driven by the application the whole world seems to have flipped around do you see it that way is that accurate assessment and what's your thoughts on that I think you're right on a bunch of fronts people have been calling it different things but the beauty of VMware and you know this is a while ago now but the reason it was successful is that you didn't have to change any of your software to use it sort of slid in underneath and added value but at the same time applications evolved and so the path of looking like hardware was something that was great for not changing applications you have to think about a little differently when people are taking advantage of new application patterns or new services that are in the cloud and as you build up these as they're called cloud native applications it really is about the infrastructure you know it's job and life as to run applications and it's it sort of felt like the other way around it needs to be you wrote an application for what your infrastructure was it shouldn't be like that anymore it's about what what you need to do to get the job done and so we see the evolution of the clouds and their services that are there certainly the notion of containers and a lot the stuff that VMware is now doing has been focused on those new applications and making sure VMware adds value to them whatever type of application they are it's interesting one of the exciting things in this wave that we're on this year around multi cloud hybrid cloud and public cloud now that we've kind of crossed over to the reality that public cloud has been there done that succeeded I call that cloud 1.0 you saw the emergence of hybrid cloud even early on around 2012-2013 we were talking about that at VMworld you know certainly Pat Kelson here but now you're seeing hybrid cloud validated you got outpost you got Azure stack among other things the reality is if you are cloud native you might not need to have anything on premise like companies like ours with 50 plus people we don't have an IT department but most enterprises have stuff on premise so the the nuance these days is around you know what's the architecture of IT these days when you add security into it's complicated so there's debates can there be a sole cloud for a workload certainly that's been something that we've been covering with the Amazon Jedi contract where it's not necessarily a sole cloud for the entire department of defense it's a sole cloud for the workload the military application workload or app the military it's 10 billion dollar application and it's okay to have one cloud as we would say but yet they're gonna use Microsoft's cloud for other things so the DoD's having a multiple cloud approach multiple environments multiple vendors if you will but you don't have to split the cloud up or say this is kind of one of those conversations really evolving quickly because there's no real school of thought around this other than the old way which was have a multi-vendor environment split two things what's your thoughts on the the workload relationship to the cloud is it okay to have a workload have a single clap for that workload and coexist with other clouds it's funny I've been thinking about this more lately where if you went back earlier in time forgetting cloud there used to be a lot of different type of servers that you could run on whether it be a mainframe or a mini mainframe or UNIX system or a Linux system and to some extent people are choosing what would run where based on the demands of the application sometimes on price sometimes on certifications or even what's been ported to the right one so this is I'm beating myself but you know that's that's a while ago it's not too different to kind of think about the different kind of cloud services are out there whether you're running your own on your own data center or whether you're leveraging one from the other partners I really do think in the ideal world you get your choice of the best possible platform for the application across a variety of characteristics and it's kind of up to the vendors of management software and monitoring software at security software to give you more flexibility to choose where to run and so forgetting VMware exactly but think of a virtualization layer that that really tries to abstract out and let you more fluidly run things on different clouds I do think that's where a lot of the you know the core software is head of these days to really enable that to work better and so a million other use cases with with you know storage being moved around for disaster recovery or for whatever it else might be but that core of flexibility reminds me a lot of you know choosing what application would one run would run where within your own company and the kubernetes trend in container certainly really makes that so much more flexible because you can still run VMware's on the ends beams under the covers or put stuff on bare metal a lot of great opportunities so it's exciting and you slap an API in front of them and and micro-services sort of works in tandem with that so that you you could really have your application composed across multiple environments and I think the observable observability is so hot because it takes what network management was doing in the old way which is monitoring making sure things are operating effectively and combining with data and so when I heard about the acquisition of signal FX into Splunk I'm like there it is we're back to data so observability is really a data challenge and opportunity for using what would be a white space monitoring but it's more than monitoring because it's about the data and the efficacy of that data and how it's being used whether it's for security or whatever your thoughts so there's more data than ever for sure and so being able to stream that in being able to capture it at cost all that is a big part of our you know the environments we all work and the key thing is turning that into some actionable insight and whether you're using you know interesting calculations for that or different forms of machine learning like that's where this really has to go is with all this data coming in do I avoid false false positives how do i only alert people when needed and then that allows you to do what everyone has talked about for 30 years which is automatic remediation but for now let's talk about it is how do i process all of this rich data and give me the right information to take action see we want to thank you for coming on this promote cube conversation you've been with us at the cube since 2010 I think our first cube event was EMC world 2010 that show doesn't exist any longer because that folded into Dell technologies world so VM world next week is the last show standing that has been around since the cube cubes been around of course you guys had the VM worlds had their 10th anniversary I think was 2013 as a show but this is our 10th year I want to thank you for being part of our community and being a contributor with your commentary and your friendship and referral appreciate all that so I gotta ask you looking back over the 10 years since you've been with the cube VMworld what's the most exciting moments what are moments that you can say hey that was an amazing time that was a grind but we got through it funny moments your thoughts yeah boy that's a tough question I've enjoyed you know working with you John and the cube there have been so many really interesting things for me the some of the big acquisitions that we went through at VMware where I think the nsx acquisition when we get nasarah I think that really pushed us in an interesting spot but we had gone through IPOs and acquisition ourselves by EMC and we've gone through some pretty vicious competition from whether it be Citrix or Zin or Microsoft yeah that's just the joy of being at these companies it's lots of ups and downs along the way but they all kind of fit together to make an exciting life what were some moments for you I know you had left was a twenty fifteen or twenty six point eight vs world you go down there yeah about six years what do you miss about VMware the team is what everyone kind of cliche says but it's totally true the chance to kind of work with all those people at the executive staff all the way down to like these awesome engineers with Co ideas so I definitely missed that miss shipping products you don't get to do that as much as a venture capitalist but but on the flip side this is a great world to be and I get to see enthusiastic you know very optimistic founders all day long pushing the envelope and while that was existing at the EM where it's it's what I see every single day here you've been on the cube ten times at vmworld that's the all time spot you're tied but first congratulations on the leaderboard well it's been a great ten years going forward we've seen more so go looking back I would say that you know Palmer it's taking over from Diane Greene really set the table he actually laid out essentially what I think now as a clearly a cloud SAS architecture I think he got that pretty much right again or maybe early in certain spots of what he proposed at that time though some things that didn't materialize as fast but ultimately from a core perspective you guys got that right and then went in try to do the cloud but then and this year it comes in for a software-defined you know line with Amazon and since that time the stock has been really kind of up to the right so you know some key moments there for VMware from small somalia more stuff it's fun to see pivotal now possibly coming back into after after getting started there but I think you know there's there's a hugely talented team of executives there Pat Yeltsin jurors come in and done a great job I think Raghu and all these folks that are in there are good thinkers and so I think you'll consider to continue to see it evolve quite a bit and probably some cool announcements next week talk about the role Raghu and the team played because he doesn't really get a lot of the spotlight he avoids it I know he'd I've talked to him privately he won't come on the qoi let the other guys go on other guys and gals so he's been instrumental he was really critical in multiple deals could you share some insight into his role at VMware VMware and why it's been so important well I'll push them to get on especially now that you have remote you can probably grab him no he and Rajiv and andraia Ferrell just all the guys are I think he and regime basically split up half and half of the products but I know Raghu is very very similar in the whole cloud strategy that has clearly been working well he's good friend in a very smart guy well I want you to give me a personal word that you're gonna give him in a headlock and tell him to come on the cube this year we want him on he's a great great great guest he's certainly knowledgeable going forward Steve 10 years out we still got 10 more years of great change coming if you look at the wave that's coming you're out investing in companies again you had one big exit today with the billion dollar acquisition that was happening by Splunk and signal affects a lot more action you've been investing in security what's your outlook as you look at the next ten years there's a lot more action to happen we seem to be early days in this new modern era historic time in the computer industry has applications of now dictating infrastructure capabilities is still a lot more to do what are you excited about there's there's a million things I get to see everyday which are clearly where the world is headed but I think at the end of the day there's there's infrastructure which the job and life of infrastructure is to run applications and so then you look at applications how are they changing and and what is the underlying fabric gonna need to do to support them and if you look at the future of applications it's clearly some amazing things around artificial intelligence and machine learning to actually make them smarter it's all different factors form factors that they're running on and being displayed on I think we clearly have a world where with the next generation of networking you can do even more at the edge and communicate in a very different way with the backend so I kind of look at all these application patterns and really try to think about what is the change to the underlying clouds and fabrics and compute that's going to be needed to run them I think we have plenty of headroom of interesting ideas ahead stew Dave and I were talks to Dave Stuben they want this too many man died we're talking about you know as infrastructure and cloud get automated as automation comes in new waves are gonna be formed from it what new waves do you see is it's like RPAs a I I mean because as those things get sucked in and they ships in to new waves what are the some of the key ways people should pay attention to I'm not saying the inverse tress is going away but as it becomes automated and as the shift happens the value still is there where is those new waves well I think today it looks like most applications are going to be composed of a lot of services and I think they're gonna be able they're gonna need to be displaying on everything from big screens to small screens to purely as headless api friends and so again I think at the end of the day this this infrastructure is gonna have to have a lot of computation capability have to crunch through tons of data but also have to stitch together these connections between components and provide really good experiences and ability in the network and all those are very hard problems that we've been working on for a while I think we're gonna keep working on them and new forms for the next ten years at least awesome see thanks for being a friend with us in the cube what's your funny favorite moment of the Q can you share any observations about the cube and your experiences your observations over the 10 years we've come a long way you've come a long way actually I've enjoyed it I mean it's a microcosm of all the other stuff going on but I saw your first little box that you built and used for the cube like that was that was really cool but now the fact that I'm on my laptop you know doing this over the network and it's showing up is pretty awesome so I think you're following the same patterns of the other of the other applications moving to the cloud and having good user experience because cube native here software if the male native Steve thank you so much for staying the time commenting on the acquisition I know it's fresh on the press a lot more analysis and cut to come next week it's certainly I'll be co-hosting ATS plunks Kampf later in the year so I'm looking forward to connecting with the team there and again thanks for all your contribution into the cube community we really appreciate it one thank you for your time thanks John you guys are awesome thanks for chatting okay Steve Herod managing director at General Counsel top tier VC from here in Silicon Valley and they have offices around the world I'm Jean ferré breaking down the news as well as a VM real preview with the former CTO of VMware Steve hare now a big-time venture capitalist I'm John Ferrier thanks for watching [Music] you [Music]
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Chris Lynch, AtScale | MIT CDOIQ 2019
>> From Cambridge, Massachusetts it's theCUBE, covering MIT Chief Data Officer and Information Quality Symposium 2019. Brought to you by, SiliconANGLE Media. >> Welcome back to Cambridge, Massachusetts, everybody. You're watching theCUBE, the leader in live tech coverage. I'm Dave Vellante with my co-host, Paul Gillan. Chris Lynch, good friend is here CEO, newly minted CEO and AtScale and legend. Good to see you. >> In my own mind. >> In mine too. >> It's great to be here. >> It's awesome, thank you for taking time. I know how busy you are, you're running around like crazy your next big thing. I was excited to hear that you got back into it. I predicted it a while ago you were a very successful venture capitalists but at heart, you're startup guy, aren't ya? >> Yeah 100%, 100%. I couldn't be more thrilled, I feel invigorated. I think I've told you many times, when you've interviewed me and asked me about the transition from being an entrepreneur to being a VC and since it's a PG show, I've got a different analog than the one I usually give you. I used to be a movie star and now I'm an executive producer of movies. Now am back to being a movie star, hopefully. >> yeah well, so you told me when you first became a VC you said, I look for startups that have a 10X impact either 10X value, 10X cost reduction. What was it that attracted you to AtScale? What's the 10X? >> AtScale, addresses $150 billion market problem which is basically bringing traditional BI to the cloud. >> That's the other thing you told me, big markets. >> Yeah, so that's the first thing massive market opportunity. The second is, the innovation component and where the 10X comes we're uniquely qualified to virtualize data into the pipeline and out. So I like to say that we're the bridge between BI and AI and back. We make every BI user, a citizen data scientist and that's a game changer. And that's sort of the new futuristic component of what we do. So one part is steeped in, that $150 billion BI marketplace in a traditional analytics platforms and then the second piece is into you delivering the data, into these BI excuse me, these AI machine learning platforms. >> Do you see that ultimately getting integrated into some kind of larger, data pipeline framework. I mean, maybe it lives in the cloud or maybe on prem, how do you see that evolving over time? >> So I believe that, with AtScale as one single pane of glass, we basically are providing an API, to the data and to the user, one single API. The reason that today we haven't seen the delivery of the promise of big data is because we don't have big data. Fortunate 2000 companies don't have big data. They have lots of data but to me big data means you can have one logical view of that data and get the best data pumped into these models in these tools, and today that's not the case. They're constricted by location they're constricted by vendor they're constricted by whether it's in the cloud or on prem. We eliminate those restrictions. >> The single API, I think is important actually. Because when you look at some of these guys what they're doing with their data pipeline they might have 10 or 15 unique API's that they're trying to manage. So there's a simplification aspect to, I suppose. >> One of the knocks on traditional BI has always been the need for extract databases and all the ETL that goes that's involved in that. Do you guys avoid that stage? You go to the production data directly or what's the-- >> It's a great question. The way I put it is, we bring Moses to the mountain the mountain being the data, Moses being the user. Traditionally, what people have been trying to do is bring the mountain to Moses, doesn't scale. At AtScale, we provide an abstraction a logical distraction between the data and the BI user. >> You don't touch, you don't move the data. >> We don't move the data. Which is what's unique and that's what's delivering I think, way more than a 10X delivery in value. >> Because you leave the data in place you bring that value to wherever the data is. Which is the original concept of Hadoop, by the way. That was what was profound about Hadoop everybody craps on it now, but that was the game changer and if you could take advantage of that that's how you tap your 10X. >> To the difference is, we're not, to your point we're not moving the data. Hadoop, in my humble opinion why it plateaued is because to get the value, you had to ask the user to bring and put data in yet another platform. And the reason that we're not delivering on big data as an industry, I believe is because we've too many data sources, too many platforms too many consumers of data and too many producers. As we build all these islands of data, with no connectivity. The idea is, we'll create this big data lake and we're going to physically put everything in there. Guess what? Someday turned out to be never. Because people aren't going to deal with the business disruption. We move thousands of users from a platform like Teradata to a platform like Snowflake or Google BigQuery, we don't care. We're a multi-cloud and we're a hybrid cloud. But we do it without any disruption. You're using Excel, you just continue and use it. You just see the results are faster. You use Tableau, same difference. >> So we had all the vertical rock stars in here. So we had Colin in yesterday, we had Stonebraker around earlier. Andy Palmer just came on and Chris here with the CEO who ultimately sold the company to HP. That really didn't do anything with it and then spun it off and now it's back. Aaron was, he had a spring in his step yesterday. So when you think about, Vertica. The technology behind Vertica go back 10 years and where we come now give us a little journey of, your data journey. >> So I think it plays into the, the original assertion is that, vertical is a best-in-class platform for analytics but it was yet another platform. The analog I give now, is now we have Snowflake and six months, 12 months from now we're going to have another one. And that creates a set of problems if you have to live in the physical world. Because you've all these islands of data and I believe, it's about the data not about the models, it's about the data. You can't get optimal results if you don't have an optimal access to the pertinent data. I believe that having that Universal API is going to make the next platform that more valuable. You're not going to be making the trade-off is, okay we have this platform that has some neat capability but the trade-off is from an enterprise architecture perspective we're never going to be able to connect all this stuff. That's how all of these things proliferated. My view is, in a world where you have that single pane of glass, that abstraction layer between the user and the data. Then innovation can be spawned quicker and you can use these tools effectively 'cause you're not compromising being able to get a logical view of the data and get access to it as a user. >> What's your issue with Snowflake you mentioned them, Mugli's company-- >> No issue, they're a great partner of ours. We eliminate the friction between the user going from an on-prem solution to the cloud. >> Slootman just took over there. So you know where that's going. >> Yep (laughing) >> Frank's got the magic touch. Okay good, you say they're a partner yours how are you guys partnering? >> They refer us into customers that, if you want to buy Snowflake now the next issue is, how do i migrate? You don't. You put our virtualization layer in and then we allow you access to Snowflake in a non-disruptive way, versus having to move data into their system or into a particular cloud which creates sales friction. >> Moving data is just, you want to avoid it at all cost. >> I do want to ask you because I met with your predecessors, Dave Mariani last year and I know he was kind of a reluctant CEO he didn't really want to be CEO but wanted to be CTO, which is what he is now. How did that come about, that they found you that you connected with them and decided this was the right opportunity. >> That's a great question. I actually looked at the company at the seed stage when I was in venture, but I had this thing as you know that, I wanted to move companies to Boston and they're about my vintage age-wise and he's married with four kids so that wasn't in the cards. I said look, it doesn't make sense for me to seed this company 'cause I can't give you the time you're out in California everything I'm instrumenting is around Boston. We parted friends. And I was skeptical whether he could build this 'cause people have been talking about building a heterogeneous universal semantic layer, for years and it's never come to fruition. And then he read in Fortune or Forbes that I was leaving Accomplice and that I was looking for one more company to operate. He reached out and he told me what they were doing that hey, we really built it but we need help and I don't want to run this. It's not right for the company and the opportunity So he said, "I'll come and I'll consult to you." I put together a plan and I had my Vertica and data robot. NekTony guys do the technical diligence to make sure that the architecture wasn't wedded to the dupe, like all the other ones were and when I saw it wasn't then I knew the market opportunity was to take that, rifle and point it at that legacy $150 billion BI market not at the billion dollar market of Hadoop. And when we did that, we've been growing at 162% quarter-over-quarter. We've built development centers in Bulgaria. We've moved all operations, non-technical to Boston here down in our South Station. We've been on fire and we are the partner of choice of every cloud manner, because we eliminate the sales friction, for customers being able to take advantage of movement to the cloud and we're able through our intelligent pipeline and capability. We're able to reduce the cost significantly of queries because we understand and we were able to intelligently cash those queries. >> Sales ops is here, all-- >> Sales marketing, customer support, customer success and we're building a machine learning team here at Dev team here. >> Where are you in that sort of Boston build-out? >> We have an office on 711 Atlantic that we opened in the fall. We're actually moving from 4,000 square feet to 10,000 this month. In less than six months and we'll house by the first year, 100 employees in Boston 100 in Bulgaria and about that same hundred in San Mateo. >> Are you going after net new business mainly? Or there's a lot of legacy BI out there are you more displacing those products? >> A couple of things. What we find is that, customers want to evolve into the cloud, they don't want a revolution they want a evolution. So we allow them, because we support hybrid cloud to keep some data behind the firewall and then experiment with moving other data to the cloud platform of choice but we're still providing that one logical view. I would say most of our customers are looking to reap platform, off of Teradata or something onto a, another platform like Snowflake. And then we have a set of customers that see that as part of the solution but not the whole solution. They're more true hybrids but I would say that 80% of our customers are traditional BI customers that are trying to contemporize their environments and be able to take advantage of tabular support and multidimensional, the things that we do in addition to the cube world. >> They can keep whatever they're using. >> Correct, that's the key. >> Did you do the series D, you did, right? >> Yes, Morgan Stanely led. >> So you're not actively but you're good for now, It was like $50 million >> Yeah we raised $50 million. >> You're good for a bit. Who's in the Chris Lynch target? (laughs) Who's the enemy? Vertica, I could say it was the traditional database guys. Who's the? >> We're in a unique position, we're almost Switzerland so we could be friend to foe, of anybody in that ecosystem because we can, non-disruptively re-platform customers between legacy platforms or from legacy platforms to the cloud. We're an interesting position. >> So similar to the file sharing. File virtualization company >> The Copier. >> Copier yeah. >> It puts us in an interesting position. They need to be friends with us and at the same time I'm sure that they're concerned about the capabilities we have but we have a number of retail customers for instance that have asked us to move down from Amazon to Google BigQuery, which we accommodate and because we can do that non-disruptively. The cost and the ability to move is eliminated. It gives customers true freedom of choice. >> How worried are you, that AWS tries to replicate what you guys do. You're in their sights. >> I think there are technical, legal and structural barriers to them doing that. The technical is, this team has been at it for six and a half years. So to do what we do, they'll have to do what we've done. Structurally from a business perspective if they could, I'm not sure they want to. The way to think about Amazon is, they're no different than Teradata, except for they want the same vendor lock-in except they want it to be the Amazon Cloud when Teradata wanted it to be, their data warehouse. >> They don't promote multi-cloud versus-- >> Yeah, they don't want multi-cloud they don't want >> On Prem >> Customers to have a freedom of choice. Would they really enable a heterogeneous abstraction layer, I don't think they would nor do I think any of the big guys would. They all claim to have this capability for their system. It's like the old IBM adage I'm in prison but the food's going to get three squares a day, I get cable TV but I'm in prison. (laughing) >> Awesome, all right, parting thoughts. >> Parting thoughts, oh geez you got to give me a question I'm not that creative. >> What's next, for you guys? What should we be paying attention to? >> I think you're going to see some significant announcements in September regarding the company and relationships that I think will validate the impact we're having in the market. >> Give you some leverage >> Yeah, will give us, better channel leverage. We have a major technical announcement that I think will be significant to the marketplace and what will be highly disruptive to some of the people you just mentioned. In terms of really raising the bar for customers to be able to have the freedom of choice without any sort of vendor lock-in. And I think that that will create some counter strike which we'll be ready for. (laughing) >> If you've never heard of AtScale before trust me you're going to in the next 18 months. Chris Lynch, thanks so much for coming on theCUBE. >> It's my pleasure. >> Great to see you. All right, keep it right there everybody we're back with our next guest, right after this short break you're watching theCUBE from MIT, right back. (upbeat music)
SUMMARY :
Brought to you by, SiliconANGLE Media. Good to see you. that you got back into it. and asked me about the transition What was it that attracted you to AtScale? traditional BI to the cloud. That's the other thing and then the second piece is into you I mean, maybe it lives in the cloud and get the best data Because when you look and all the ETL that goes is bring the mountain don't move the data. We don't move the data. and if you could take advantage of that is because to get the value, So when you think about, Vertica. and I believe, it's about the data We eliminate the friction between the user So you know where that's going. Frank's got the magic touch. and then we allow you access to Snowflake you want to avoid it that they found you and it's never come to fruition. and we're building a by the first year, 100 employees in Boston the things that we do Who's in the Chris Lynch target? to the cloud. So similar to the file sharing. about the capabilities we have tries to replicate what you guys do. So to do what we do, they'll I'm in prison but the food's you got to give me a question in September regarding the to some of the people you just mentioned. in the next 18 months. Great to see you.
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