>>from around the globe. It's the Cube with digital coverage of Dell Technologies. World Digital Experience Brought to You by Dell Technologies. >>Welcome to the Cubes Coverage of Dell Technologies World 2020. The digital coverage Find Lisa Martin And then we started to be talking with one of Dell Technologies customers. Earth Camp. Joining Me is built sharp, the senior VP of product development and strategy from Earth Camp Phil, Welcome to the Cube. >>Thank you so much. >>So talk to me a little bit. About what Earth Cam does this very interesting Web can technology? You guys have tens of thousands of cameras and sensors all over the globe give her audience and understanding of what you guys are all about. >>Sure thing. The world's leading provider of Webcam technologies and mentioned content services were leaders and live streaming time lapse imaging primary focus in the vertical construction. So a lot of these, the most ambitious, largest construction projects around the world, you see, these amazing time lapse movies were capturing all of that imagery. You know, basically, around the clock of these cameras are are sending all of that image content to us when we're generating these time lapse movies from it. >>You guys, you're headquartered in New Jersey and I was commenting before we went live about your great background. So you're actually getting to be on site today? >>Yes, Yes, that's where lives from our headquarters in Upper Saddle River, New Jersey. >>Excellent. So in terms of the types of information that you're capturing. So I was looking at the website and see from a construction perspective or some of the big projects you guys have done the Hudson Yards, the Panama Canal expansion, the 9 11 Museum. But you talked about one of the biggest focus is that you have is in the construction industry in terms of what type of data you're capturing from all of these thousands of edge devices give us a little bit of insight into how much data you're capturing high per day, how it gets from the edge, presumably back to your court data center for editing. >>Sure, and it's not just construction were also in travel, hospitality, tourism, security, architectural engineering, basically, any any industry that that need high resolution visualization of their their projects or their their performance or of their, you know, product flow. So it's it's high resolution documentation is basically our business. There are billions of files in the isil on system right now. We are ingesting millions of images a month. We are also creating very high resolution panoramic imagery where we're taking hundreds and sometimes multiple hundreds of images, very high resolution images and stitching these together to make panoramas that air up to 30 giga pixel, sometimes typically around 1 to 2 giga pixel. But that composite imagery Eyes represents millions of images per per month coming into the storage system and then being, uh, stitched together to those those composites >>the millions of images coming in every month. You mentioned Isil on talk to me a little bit about before you were working with Delhi, EMC and Power Scale. How are you managing this massive volume of data? >>Sure we had. We've used a number of other enterprise storage systems. It was really nothing was as easy to manage Azazel on really is there was there was a lot of a lot of problems with overhead, the amount of time necessary from a systems administrator resource standpoint, you to manage that, uh, and and it's interesting with the amount of data that we handle. This is being billions of relatively small files there there, you know, half a megabyte to a couple of megabytes each. It's an interesting data profile, which, which isil on really is well suited for. >>So if we think about some of the massive changes that we've all been through the last in 2020 what are some of the changes that that Earth Kemp has seen with respect to the needs for organizations? Or you mentioned other industries, like travel hospitality? Since none of us could get to these great travel destinations, Have you seen a big drive up in the demand and the need to process data more data faster? >>Yeah, that's an injury interesting point with with the Pandemic. Obviously we had to pivot and move a lot of people toe working from home, which we were able to do pretty quickly. But there's also an interesting opportunity that arose from this, where so many of our customers and other people also have to do the same. And there is an increased demand for our our technology so people can remotely collaborate. They can. They can work at a distance. They can stay at home and see what's going on in these projects sites. So we really so kind of an uptick in the in the need for our products and services. And we've also created Cem basically virtual travel applications. We have an application on the Amazon Fire TV, which is the number one app in the travel platform of people can kind of virtually travel when they can't really get out there. So it's, uh, we've been doing kind of giving back Thio to people that are having having some issues with being able to travel around. We've done the fireworks of the Washington Mall around the Statue of Liberty for the July 4th, and this year will be Webcasting and New Year's in Times Square for our 25th year, actually. So again, helping people travel virtually and be, uh, maintain can be collectivity with with each other and with their projects, >>which is so essential during these times, where for the last 67 months everyone is trying to get a sense of community, and most of us just have the Internet. So I also heard you guys were available on Apple TV, someone to fire that up later and maybe virtually travel. Um, but tell me a little bit about how working in conjunction with Delta Technologies and Power Cell How is that enabled you to manage this massive volume change you've experienced this year? Because, as you said, it's also about facilitating collaboration, which is largely online these days. >>Yeah, I mean, the the great things they're working with Dell has been just our confidence in this infrastructure. Like I said, the other systems we worked with in the past we've always found ourselves kind of second guessing. Obviously, resolutions are increasing. The camera performance is increasing. Streaming video is everything is is constantly getting bigger and better, faster. Maurits And we're always innovating. We found ourselves on previous storage platforms having to really kind of go back and look at the second guess we're at with it With with this, this did L infrastructure. That's been it's been fantastic. We don't really have to think about that as much. We just continue innovating everything scales as we needed to dio. It's it's much easier to work with, >>so you've got power scale at your core data center in New Jersey. Tell me a little bit about how data gets from thes tens of thousands of devices at the edge, back to your editors for editing and how power scale facilitates faster editing, for example. >>Basically, you imagine every one of these cameras on It's not just camera. We have mobile applications. We have fixed position of robotic cameras. There's all these different data acquisition systems were integrating with weather sensors and different types of telemetry. All of that data is coming back to us over the Internet, so these are all endpoints in our network. Eso that's that's constantly being ingested into our network and say WTO. I salon the big the big thing that's really been a timesaver Working with the video editors is, instead of having to take that content, move it into an editing environment where we have we have a whole team of award winning video editors. Creating these time lapse is we don't need to keep moving that around. We're working natively on Iselin clusters. They're doing their editing, their subsequent edits. Anytime we have to update or change these movies as a project evolves, that's all it happened right there on that live environment on the retention. Is there if we have to go back later on all of our customers, data is really kept within that 11 area. It's consolidated, its secure. >>I was looking at the Del Tech website. There's a case study that you guys did earth campaign with Deltek saying that the video processing time has been reduced 20%. So that's a pretty significant increase. I could imagine what the volumes changing so much now but on Li not only is huge for your business, but to the demands that your customers have as well, depending on where there's demands are coming from >>absolutely and and just being able to do that a lot faster and be more nimble allows us to scale. We've added actually against speaking on this pandemic, we've actually added person who we've been hiring people. A lot of those people are working remotely, as as we've stated before on it's just with the increase in business. We have to continue to keep building on that on this storage environments been been great. >>Tell me about what you guys really kind of think about with respect to power scale in terms of data management, not storage management and what that difference means to your business. >>Well, again, I mean number number one was was really eliminating the amount of resource is amount of time we have to spend managing it. We've almost eliminated any downtime of any of any kind. We have greater storage density, were able to have better visualization on how our data is being used, how it's being access so as thes as thes things, a revolving. We really have good visibility on how the how the storage system is being used in both our production and our and also in our backup environments. It's really, really easy for us Thio to make our business decisions as we innovate and change processes, having that continual visibility and really knowing where we stand. >>And you mentioned hiring folks during the pandemic, which is fantastic but also being able to do things much in a much more streamlined way with respect to managing all of this data. But I am curious in terms of of innovation and new product development. What have you been able to achieve because you've got more resource is presumably to focus on being more innovative rather than managing storage >>well again? It's were always really pushing the envelope of what the technology can do. As I mentioned before, we're getting things into, you know, 20 and 30 Giga pixel. You know, people are talking about megapixel images were stitching hundreds of these together. We've we're just really changing the way imagery is used, uh, both in the time lapse and also just in archival process. Ah, lot of these things we've done with the interior. You know, we have this virtual reality product where you can you can walk through and see in the 3 60 bubble. We're taking that imagery, and we're combining it with with these been models who are actually taking the three D models of the construction site and combining it with the imagery. And we can start doing things to visualize progress and different things that are happening on the site. Look for clashes or things that aren't built like they're supposed to be built, things that maybe aren't done on the proper schedule or things that are maybe ahead of schedule, doing a lot of things to save people, time and money on these construction sites. We've also introduced a I machine learning applications into directly into the workflow in this in the storage environment. So we're detecting equipment and people and activities in the site where a lot of that would have been difficult with our previous infrastructure, it really is seamless and working with YSL on now. >>Imagine, by being able to infuse AI and machine learning, you're able to get insight faster to be ableto either respond faster to those construction customers, for example, or alert them. If perhaps something isn't going according to plan. >>A lot of it's about schedule. It's about saving money about saving time and again, with not as many people traveling to the sites, they really just have have constant visualization of what's going on. Day to day, we're detecting things like different types of construction equipment and things that are happening on the side. We're partnering with people that are doing safety analytics and things of that nature. So these these are all things that are very important to construction sites. >>What are some of the things as we are rounding out the calendar year 2020? What are some of the things that you're excited about going forward in 2021? That Earth cam is going to be able to get into and to deliver >>it, just MAWR and more people really, finally seeing the value. I mean, I've been doing this for 20 years, and it's just it's it's It's amazing how we're constantly seeing new applications and more people understanding how valuable these visual tools are. That's just a fantastic thing for us because we're really trying to create better lives through visual information. We're really helping people with things they can do with this imagery. That's what we're all about that's really exciting to us in a very challenging environment right now is that people are are recognizing the need for this technology and really starting to put it on a lot more projects. >>Well, it's You can kind of consider an essential service, whether or not it's a construction company that needs to manage and oversee their projects, making sure they're on budget on schedule, as you said, Or maybe even just the essential nous of helping folks from any country in the world connect with a favorite favorite travel location or sending the right to help. From an emotional perspective, I think the essential nous of what you guys are delivering is probably even more impactful now, don't you think? >>Absolutely and again about connecting people and when they're at home. And recently we we webcast the president's speech from the Flight 93 9 11 observation from the memorial. There was something where the only the immediate families were allowed to travel there. We webcast that so people could see that around the world we have documented again some of the biggest construction projects out there. The new rate years greater stadium was one of the recent ones, uh, is delivering this kind of flagship content. Wall Street Journal is to use some of our content recently to really show the things that have happened during the pandemic in Times Square's. We have these cameras around the world. So again, it's really bringing awareness of letting people virtually travel and share and really remain connected during this this challenging time on and again, we're seeing a really increase demand in the traffic in those areas as well. >>I can imagine some of these things that you're doing that you're achieving now are going to become permanent, not necessarily artifacts of Cove in 19 as you now have the opportunity to reach so many more people and probably the opportunity to help industries that might not have seen the value off this type of video to be able to reach consumers that they probably could never reach before. >>Yeah, I think the whole nature of business and communication and travel on everything is really going to be changed from this point forward. It's really people are looking at things very, very differently and again, seeing the technology really can help with so many different areas that, uh, that it's just it's gonna be a different kind of landscape out there we feel on that's really, you know, continuing to be seen on the uptick in our business and how many people are adopting this technology. We're developing a lot more. Partnerships with other companies were expanding into new industries on again. You know, we're confident that the current platform is going to keep up with us and help us, you know, really scale and evolved as thes needs air growing. >>It sounds to me like you have the foundation with Dell Technologies with power scale to be able to facilitate the massive growth that you're saying and the skill in the future like you've got that foundation. You're ready to go? >>Yeah, we've been We've been We've been using the system for five years already. We've already added capacity. We can add capacity on the fly, Really haven't hit any limits. And what we can do, It's It's almost infinitely scalable, highly redundant. Gives everyone a real sense of security on our side. And, you know, we could just keep innovating, which is what we do without hitting any any technological limits with with our partnership. >>Excellent. Well, Bill, I'm gonna let you get back to innovating for Earth camp. It's been a pleasure talking to you. Thank you so much for your time today. >>Thank you so much. It's been a pleasure >>for Bill Sharp and Lisa Martin. You're watching the cubes. Digital coverage of Dell Technologies World 2020. Thanks for watching. Yeah,

>> Announcer: From around the globe, it's theCUBE! With digital coverage of Dell Technologies World, digital experience. Brought to you by Dell Technologies. >> Welcome to theCUBE's coverage of Dell Technologies World 2020, the digital coverage. I'm Lisa Martin, and I'm excited to be talking with one of Dell Technologies' customers EarthCam. Joining me is Bill Sharp, the senior VP of product development and strategy from EarthCam. Bill, welcome to theCUBE. >> Thank you so much. >> So talk to me a little bit about what EarthCam does. This is very interesting webcam technology. You guys have tens of thousands of cameras and sensors all over the globe. Give our audience an understanding of what you guys are all about. >> Sure thing. The world's leading provider of webcam technologies, you mentioned content and services, we're leaders in live streaming, time-lapse imaging, primary focus in the vertical construction. So with a lot of these, the most ambitious, largest construction projects around the world that you see these amazing time-lapse movies, we're capturing all of that imagery basically around the clock, these cameras are sending all of that image content to us and we're generating these time-lapse movies from it. >> You guys are headquartered in New Jersey. I was commenting before we went live about your great background. So you're actually getting to be onsite today? >> Yes, yes. We're live from our headquarters in upper Saddle River, New Jersey. >> Excellent, so in terms of the types of information that you're capturing, so I was looking at the website, and see from a construction perspective, some of the big projects you guys have done, the Hudson Yards, the Panama Canal expansion, the 9/11 museum. But you talked about one of the biggest focuses that you have is in the construction industry. In terms of what type of data you're capturing from all of these thousands of edge devices, give us a little bit of an insight into how much data you're capturing per day, how it gets from the edge, presumably, back to your core data center for editing. >> Sure, and it's not just construction. We're also in travel, hospitality, tourism, security, architecture, engineering, basically any industry that need high resolution visualization of their projects or their performance or their product flow. So it's high resolution documentation is basically our business. There are billions of files in the Isilon system right now. We are ingesting millions of images a month. We are also creating very high resolution panoramic imagery where we're taking hundreds and sometimes multiple hundreds of images, very high resolution images and stitching these together to make panoramas that are up to 30 gigapixel sometimes. Typically around one to two gigapixel but that composite imagery represents millions of images per month coming into the storage system and then being stitched together to those composites. >> So millions of images coming in every month, you mentioned Isilon. Talk to me a little bit about before you were working with Dell EMC and PowerScale, how were you managing this massive volume of data? >> Sure, we've used a number of other enterprise storage systems. It was really nothing was as easy to manage as Isilon really is. There was a lot of problems with overhead, the amount of time necessary from a systems administrator resource standpoint, to manage that. And it's interesting with the amount of data that we handle, being billions of relatively small files. They're, you know, a half a megabyte to a couple of megabytes each. It's an interesting data profile which Isilon really is well suited for. >> So if we think about some of the massive changes that we've all been through in the last, in 2020, what are some of the changes that EarthCam hasn't seen with respect to the needs for organizations, or you mentioned other industries like travel, hospitality, since none of us can get to these great travel destinations, have you seen a big drive up in the demand and the need to process more data faster? >> Yeah, that's an interesting point with the pandemic. I mean, obviously we had to pivot and move a lot of people to working from home, which we were able to do pretty quickly, but there's also an interesting opportunity that arose from this where so many of our customers and other people also have to do the same. And there is an increased demand for our technology. So people can remotely collaborate. They can work at a distance, they can stay at home and see what's going on in these project sites. So we really saw kind of an uptick in the need for our products and services. And we've also created some basically virtual travel applications. We have an application on the Amazon Fire TV which is the number one app in the travel platform, and people can kind of virtually travel when they can't really get out there. So it's, we've been doing kind of giving back to people that are having some issues with being able to travel around. We've done the fireworks at the Washington Mall around the Statue of Liberty for July 4th. And this year we'll be webcasting New Years in Times Square for our 25th year, actually. So again, helping people travel virtually and maintain connectivity with each other, and with their projects. >> Which is so essential during these times where for the last six, seven months, everyone is trying to get a sense of community and most of us just have the internet. So I also heard you guys were available on the Apple TV, someone should fire that up later and maybe virtually travel. But tell me a little bit about how working in conjunction with Dell Technologies and PowerScale. How has that enabled you to manage this massive volume change that you've experienced this year? Because as you said, it's also about facilitating collaboration which is largely online these days. >> Yeah, and I mean, the great things of working with Dell has been just our confidence in this infrastructure. Like I said, the other systems we've worked with in the past we've always found ourselves kind of second guessing. We're constantly innovating. Obviously resolutions are increasing. The camera performance is increasing, streaming video is, everything is constantly getting bigger and better, faster, more, and we're always innovating. We found ourselves on previous storage platforms having to really kind of go back and look at them, second guess where we're at with it. With the Dell infrastructure it's been fantastic. We don't really have to think about that as much. We just continue innovating, everything scales as we need it to do. It's much easier to work with. >> So you've got PowerScale at your core data center in New Jersey. Tell me a little bit about how data gets from these tens of thousands of devices at the edge, back to your editors for editing, and how PowerScale facilitates faster editing, for example. >> Well, basically you can imagine every one of these cameras, and it's not just cameras. It's also, you know, we have 360 virtual reality kind of bubble cameras. We have mobile applications, we have fixed position and robotic cameras. There's all these different data acquisition systems we're integrating with weather sensors and different types of telemetry. All of that data is coming back to us over the internet. So these are all endpoints in our network. So that's constantly being ingested into our network and saved to Isilon. The big thing that's really been a time saver working with the video editors is instead of having to take that content, move it into an editing environment where we have a whole team of award-winning video editors creating these time lapses. We don't need to keep moving that around. We're working natively on Isilon clusters. They're doing their editing there, and subsequent edits. Anytime we have to update or change these movies as a project evolves, that's all, can happen right there on that live environment. And the retention is there. If we have to go back later on, all of our customers' data is really kept within that one area, it's consolidated and it's secure. >> I was looking at the Dell Tech website, and there's a case study that you guys did, EarthCam did with Dell Tech saying that the video processing time has been reduced 20%. So that's a pretty significant increase. I can imagine with the volumes changing so much now, not only is huge to your business but to the demands that your customers have as well, depending on where those demands are coming from. >> Absolutely. And just being able to do that a lot faster and be more nimble allows us to scale. We've added actually, again, speaking of during this pandemic, we've actually added personnel, we've been hiring people. A lot of those people are working remotely as we've stated before. And it's just with the increase in business, we have to continue to keep building on that, and this storage environment's been great. >> Tell me about what you guys really kind of think about with respect to PowerScale in terms of data management, not storage management, and what that difference means to your business. >> Well, again, I mean, number one was really eliminating the amount of resources. The amount of time we have to spend managing it. We've almost eliminated any downtime of any kind. We have greater storage density, we're able to have better visualization on how our data is being used, how it's being accessed. So as these things are evolving, we really have good visibility on how the storage system is being used in both our production and also in our backup environments. It's really, really easy for us to make our business decisions as we innovate and change processes, having that continual visibility and really knowing where we stand. >> And you mentioned hiring folks during the pandemic, which is fantastic, but also being able to do things in a much more streamlined way with respect to managing all of this data. But I am curious in terms of innovation and new product development, what have you been able to achieve? Because you've got more resources presumably to focus on being more innovative rather than managing storage. >> Well, again, it's, we're always really pushing the envelope of what the technology can do. As I mentioned before, we're getting things into, you know, 20 and 30 gigapixels, people are talking about megapixel images, we're stitching hundreds of these together. We're just really changing the way imagery is used both in the time lapse and also just in archival process. A lot of these things we've done with the interior, we have this virtual reality product where you can walk through and see in a 360 bubble, we're taking that imagery and we're combining it with these BIM models. So we're actually taking the 3D models of the construction site and combining it with the imagery. And we can start doing things to visualize progress, and different things that are happening on the site, look for clashes or things that aren't built like they're supposed to be built, things that maybe aren't done on the proper schedule or things that are maybe ahead of schedule, doing a lot of things to save people time and money on these construction sites. We've also introduced AI and machine learning applications directly into the workflow in the storage environment. So we're detecting equipment and people and activities in the site where a lot of that would have been difficult with our previous infrastructure. It really is seamless and working with Isilon now. >> I imagine by being able to infuse AI and machine learning, you're able to get insights faster, to be able to either respond faster to those construction customers, for example, or alert them if perhaps something isn't going according to plan. >> Yeah, a lot of it's about schedule, it's about saving money, about saving time. And again, with not as many people traveling to these sites, they really just have to have constant visualization of what's going on day to day. We're detecting things like different types of construction equipment and things that are happening on the site. We're partnering with people that are doing safety analytics and things of that nature. So these are all things that are very important to construction sites. >> What are some of the things as we are rounding out the calendar year 2020, what are some of the things that you're excited about going forward in 2021, that EarthCam is going to be able to get into and to deliver? >> Just more and more people really finally seeing the value. I mean I've been doing this for 20 years and it's just, it's amazing how we're constantly seeing new applications and more people understanding how valuable these visual tools are. That's just a fantastic thing for us because we're really trying to create better lives through visual information. We're really helping people with the things they can do with this imagery. That's what we're all about. And that's really exciting to us in a very challenging environment right now is that people are recognizing the need for this technology and really starting to put it on a lot more projects. >> Well, you can kind of consider it an essential service whether or not it's a construction company that needs to manage and oversee their projects, making sure they're on budget, on schedule, as you said, or maybe even just the essentialness of helping folks from any country in the world connect with a favorite travel location, or (indistinct) to help from an emotional perspective. I think the essentialness of what you guys are delivering is probably even more impactful now, don't you think? >> Absolutely. And again about connecting people when they're at home, and recently we webcast the president's speech from the Flight 93 9/11 observation from the memorial, there was something where only the immediate families were allowed to travel there. We webcast that so people could see that around the world. We've documented, again, some of the biggest construction projects out there, the new Raiders stadium was one of the recent ones, just delivering this kind of flagship content. Wall Street Journal has used some of our content recently to really show the things that have happened during the pandemic in Times Square. We have these cameras around the world. So again, it's really bringing awareness. So letting people virtually travel and share and really remain connected during this challenging time. And again, we're seeing a real increased demand in the traffic in those areas as well. >> I can imagine some of these things that you're doing that you're achieving now are going to become permanent not necessarily artifacts of COVID-19, as you now have the opportunity to reach so many more people and probably the opportunity to help industries that might not have seen the value of this type of video to be able to reach consumers that they probably could never reach before. >> Yeah, I think the whole nature of business and communication and travel and everything is really going to be changed from this point forward. It's really, people are looking at things very, very differently. And again, seeing that the technology really can help with so many different areas that it's just, it's going to be a different kind of landscape out there we feel. And that's really continuing to be seen as on the uptick in our business and how many people are adopting this technology. We're developing a lot more partnerships with other companies, we're expanding into new industries. And again, you know, we're confident that the current platform is going to keep up with us and help us really scale and evolve as these needs are growing. >> It sounds to me like you have the foundation with Dell Technologies, with PowerScale, to be able to facilitate the massive growth that you were saying and the scale in the future, you've got that foundation, you're ready to go. >> Yeah, we've been using the system for five years already. We've already added capacity. We can add capacity on the fly, really haven't hit any limits in what we can do. It's almost infinitely scalable, highly redundant. It gives everyone a real sense of security on our side. And you know, we can just keep innovating, which is what we do, without hitting any technological limits with our partnership. >> Excellent, well, Bill, I'm going to let you get back to innovating for EarthCam. It's been a pleasure talking to you. Thank you so much for your time today. >> Thank you so much. It's been a pleasure. >> For Bill Sharp, I'm Lisa Martin, you're watching theCUBE's digital coverage of Dell Technologies World 2020. Thanks for watching. (calm music)

>> From our studios in the heart of Silicon Valley, Palo Alto, California. This is a CUBE Conversation. >> Hello everyone, welcome to this special CUBE Conversation here in Palo Alto California, theCUBE headquarters. I'm John Furrier, host of theCUBE. We're here with Dheeraj Pandey CEO and Founder of Nutanix. Great guest, been with us for 10 years. Was on the cube in 2010 when we first started doing theCUBE coverage of events was at VMworld, Dheeraj, great to see you. >> Pleasure. >> Thanks for coming in. >> Thank you. >> You've had such a great journey. I've been so impressed with you as an entrepreneur, the hustle, the early days when you were misunderstood to the growth and going public and continuing to compete. Congratulations to you and your team. It's been great. >> Thank you, no, it's been a journey and it's going to continue to be a journey. >> A lot of competitive pressure. A lot of cloud happening, a lot of server dynamics in the marketplace with On-Premise now getting validated as a part of this multi-cloud hybrid equation, certainly not going away, but still growth of the cloud has been huge. What's the big focus, 'cause you have your Nutanix Next conference coming up in May. I'll be there with theCUBE, what's the focus, what is the theme of the event? What's the big focus? >> Yeah, no, in fact we complete 10 years this September, so it's a decade since the beginning of time for Nutanix. And we are focusing on the things that we're good at. We are good at what I call the three D's. So it's a three D view of the company. The first D's data, we are really good at data. And we're doubling down on data. We're very good at design, we've done a very good job of simplification making elegant consumer grade and taking clicks away rather than things taking months, how can it be done in seconds and hours, and we're very good at delivery, you know, the third D being delivery, you know, it's not just delivery of our software through all different form factors and our appliance and software and subscription and other servers, but also customer support, customer success, which has really endeared us to our customers. So if you think about what this conference is all about, obviously it's about the customers and as the power of social proof, the fact that they learn from each other and we learn from them. But it's really about reinforcing the three D's. Data, design, and delivery. >> And the theme is invisible clouds. Period, visible IT, invisible cloud, so I'm assuming that's, make that, abstract that away, multi-cloud in there, probably a theme. Visible IT, that's supposed to be invisible too, but what does that mean? I get the invisible cloud 'cause you want to make it seamless, multi-cloud, hybrid cloud. But what's visible IT, how do those words play? What's the play on words there? >> Yeah, I mean, you know, we, first of all the word invisible is really powerful and we use it a lot and it's very unique to Nutanix, you know, not everybody uses the word invisible as much as we do, but the idea is that machines should become invisible. Software and systems and tools and those things should become invisible. And then humans should become visible and by the way, there's this really good antithesis, sort of the polar opposites of machines versus humans that goes on in many other walks of life, I mean zero trust when it comes to security. Machines should not trust each other. But full trust, when people need to trust people. So when it's an organization of people you need to be the opposite of zero trust. Same thing is true for invisible machines invisible clouds with visible people visible careers and I think what's happening is that as the cloud hype cycle actually matures, CIOs are talking about cloud cloud cloud, but the grassroots is basically saying like do you even know the legacy apps of the last 20 years? Do you understand the challenges of what we call the laws of the land? Data compliance and regulations, laws of physics which is the gravity of data and the gravity of people and operations and laws of economics, owning and renting. So I think what's happening is that the cloud revolution is really being dug like a Eurotunnel, from two sides. Top down from C-level people are saying let's go transform ourselves to the cloud. And we are helping the grassroots really go and translate that, say look, this is only possible by doing these things because we have to be respectful of data sovereignty, data gravity, and applications and the economics of that. So, in really helping the CIOs build trust with the grassroots. As opposed to-- So essentially, you're operational as a cloud 'cause I can hear. We've interviewed a lot of CXOs on theCUBE as you know, take that hill, go to the cloud, move everything to the cloud. Wait a minute, we got, we're closing a pin. So to make sense of that vision, it's got to be operationalized, that's kind of what you're getting at. >> Absolutely, absolutely. And then finally there's a, I mean look what happens in computing, we make things smaller all the time, you know, we started with mainframes and we ended up with serverless. And along the way we had obviously Unix and x86 and container, VMs and containers and so on. Same thing with personal computing. We started with desktops and we ended up with wearables. So the fact that there's a billion dollar data center is the new mainframe. The fact that there's going to be a big cloud data center only two places in a big country is actually quite the antithesis of computing, we have to make cloud be everywhere and make it about software. To operationalizing the cloud and making it into a half a trillion dollar market will be about software. >> This whole mainframe is in the cloud or mainframe distributing computing. Software industry kind of come back in vogue. It doesn't go away, it's all the same game. It's just distributed out around in different formats, that's kind of what's going on here. >> Absolutely, I mean go back in time to distribution. Apple was a vertically integrated stack. So how does Microsoft come and really compete against Apple, they said look PC is about software, they said look PC's not about hardware, it's about software and the market becomes 10 times larger because they really bring in other partners who make money with the Windows Operating System. >> That's just more enabling. There's more demand, there's more growth. >> Absolutely, and the same thing happens again 15 years later with iOS versus Android. So Apple says smartphone is about vertically integrated stack, and Google comes and says no, to make the market 10 times larger, Android is about software. And then other handset manufacturers come and make money, so cloud is at this juncture where to take it beyond, 50, 60 billion dollars to half a trillion dollars, it has to be about software. >> Dheeraj, one of the things that I'm impressed with with you as an entrepreneur and your team is you fit the profile of the classic big idea. Be different, have good product leadership and pick a way that's going to have a big, totally adjustable market. You did that and you didn't waver, so I reviewed your analyst meeting from Wikibon and involved third party analysts. A hundred billion dollar addressable market. So big market, check, private cloud trend which you called early and Stu Miniman also called that on Wikibon is not going away, you have a stack for that. Large customer base, you have what 12 thousand customers plus and growing. Great revenue, strong revenue, and you got refreshes coming because the technology continues to shift in the wave that you're on. So, congratulations, that's good health meters. But there's now competitive pressure. The genie's out of the bottle. People know what you're doing. They figured it out and they're going to try to compete with you. This economy of scale that you have there's economy of scales others have specifically Dell, Dell EMC, VMware have been highly competitive with you. How are you responding to that and what's the landscape look like? >> Yeah, look, we've always been about disrupting ourselves, and that's the way we've actually grown our company. Very contrarian way of thinking about it but if we go back in time four, five years ago we're an appliance company, and we said we're going to do an OEM relationship with Dell and then Lenovo and others. All of a sudden people started competing with yourself, and for us it was like the more we compete with ourselves the better it is, today I think if you think about where the company's real response to any competition is to really compete with ourselves. I typically don't get wavered or changed by what's out there, we don't compete with anybody else, if we can keep competing with ourselves and get better in solving our customers and those three D's I talked about being even deeper in data, that VMware can't even touch us on simply because they have to compete with EMC on that and I don't know whether they actually have the gumption to do that, we do actually. We have to be better at design. Make the control plane even simpler. Understand what it means to virtualize the cloud. And get better at delivery, so if we can keep getting better in the three D's and we can keep competing with ourselves. We just did a really good announcement at HPE where we're going to compete with ourselves one more time because-- >> Talk about that announcement 'cause I think this is different. So HPE bought Nimble Storage so they already got the storage piece. They've got tons of servers, they also compete with Dell, what's your position with HPE, what's the announcement? What's the partnership? >> Yeah, so we're going to do a two-way relationship where we're going to be able to our sellers can quote HP servers and their sellers can actually quote our operating system. We have this rainbow which we call core essentials enterprise, Nutanix Core which is about hyper-convergence. Modernize your infrastructure. Nutanix Essential which is how we build a private cloud, and then Nutanix Enterprise which is really about navigating and simplifying the multi-cloud journey of the customer. And HP's going to take this stack to its customers. Again, we started to compete with ourselves because our appliance business was not based on HP, but now it will. Similarly, they will compete with themselves. And that's how companies transform themselves. When they compete with themselves rather than somebody else. >> And it's always the old expression, eat your own before your competition does. That's a cannibalization, kind of MBA concept. You guys are aggressive on that. You don't mind doing that and taking that risk. >> No, in fact if you don't do it, someone else will. It's better to do it in the controlled way ourselves. >> Got great, great management styles. So let's talk about, you mentioned control plane earlier, you have a quote on your deck that says, that I reviewed, it says control plane matters, this speaks to some of the product leadership. What does that actually mean, the control plane message, 'cause we hear this a lot come up in multi-cloud hybrid, and certainly within the data conversation around data control planes, control planes. For you guys, what does that mean? Control plane matters? >> Well if you take back like 10 years ago. We were very bold and audacious. We were the only company to say look we will not be building a tab in vCenter. Contrarian, highly contrarian. Most people said you'll lose a lot of deals because you are not adjunct to vCenter. You're not a tab in vCenter, every hardware renderer was really bending over backwards to please VMware because that was the only way to the heart of the virtualization administrator. We took a very different stance. Prism was the control plane, they said if you do a really good job at Prism make it a distributed scale out platform. Make it consumer grade one click delight. Then customers will actually look at this as a very powerful thing, and then we virtualized the hypervisor. So Prism was a multi hypervisor platform. It worked for Vmware, it worked for Hyper-V and it worked for Nutanix AHV. So over time, we just kept doing more of it. So now we have a control plane for multi-cloud. We were saying look, the world does need an automation orchestration engine. That is multi-cloud come is that thing for us. We've taken Prism to the next level with Prism Pro which is about ML and AI and what does it mean to really do operations management and capacity planning and security and analytics. So, we've doubled down on design which is the second D that I talked about with these control planes and going forward and as you see us getting to multi-cloud desktop delivery, we acquired a company almost a year ago, which is really about a cloud native desktop delivery solution where, now the control plane of desktops could belong in the cloud but the desktop itself could be running on prem. And that's a very powerful concept that you can have these cloud enabled cloud holstered cloud serviced control planes but the data place could actually be anywhere. It could be running-- This is the invisible cloud concept you're talking about. Absolutely, yeah. In fact the fact that the controller could be running anywhere, and the thing it controls could be running someplace else. >> The question, that's great stuff and that's great product leadership and again, invisible cloud, people don't want to deal with multiple code bases They want to have seamless operations. So with that I got to ask you your cloud positioning because every enterprise now because it's from the top end. Now it's top comparative, what's the cloud positioning because we now see on premise, super important a-du-is-ca outpost. The data's going to reside on premise in the cloud, it's all going to move around. What is the cloud positioning that you talk to your customers about when they say hey, we like Nutanix but we got to go to cloud, what's the positioning? >> Well our positioning is that cloud has to be about software. It has to seep everywhere, it has to be injected everywhere, our software should run no just on prim but in an AWS bare metal. There's a bare metal service and our software should run there. There will be an Azure bare metal. We already run in GCP metal so our software can run on top of GCP as well. Of course it is on prem and we are already working on our own disaster recovery as a service, desktop as a service where we become the service provider for many of these hybrid services that customers actually need from us. So cloud is about ubiquity, it's about portability, I mean the strength of any software company is portability. If we can make ourselves available in every server, every hypervisor, and every cloud, I think we've done a very good job. >> My final question I want to ask you is when you go to your event coming up invisible clouds, visible IT, you got to give the customer the 20 mile stare. You got to show 'em the 20 mile vision and the bridge to the future that they want to cross with you, that's the main value every company has to do as CEO. What is that story, what's the pitch to the customer saying we've got you covered today as you're organically building that operational cloud path, but I really want to know that I have a partner for the next generation, what's that story that you tell them? >> Yeah, I mean, even as I said before. Any big project, whether it's Panama Canal Suez Canal, Eurotunnel, you have to dig it from both sides and then you eventually shake hands and it becomes a historic picture, which is what we've known about the way the English side and the French side met. I think the way CIOs are talking about the cloud, the way grassroots is perceiving more of the cloud as you called it operationalizing. I think we really have to do it from both sides. And we really don't talk about the three D's. Data, we've done so well in data. We've done so well in design, we've done so well in delivery, and then at times we've actually screwed up like in the last two, three, four years, we might have gotten more complicated, we might have gotten more complex, so we go and even ask for forgiveness and open ourselves up, talk about the evaluability of the company and people like that, they didn't want to connect to an auto machine, but they wanted to connect to humans on this other side. As a business, we are not machines. We're actually humans, and that's what resonates in the conference. >> Dheeraj, thanks for coming in and sharing your insight, great to see you again, congratulations on the business performance, we'll see you at Nutanix Next in May, May 7th, thanks for coming in. >> Thank you, my pleasure. >> I'm John Furrier here in Palo Alto for CUBE Conversation, thanks for watching. (jazz music)

>> Announcer: Live from Las Vegas it's The Cube covering HPE Discover 2017 brought to you by Hewlett Packard Enterprise. (electronic music) >> Welcome back everyone, we're live here in Las Vegas for HPE, Hewlett Packard Enterprise, Discover 2017 SiliconAngle Media's program The Cube where we go out to the events and extract the signal from the noise. I'm John Furrier, my co-host Dave Vellante, my Co-CEO and Co-Founder SiliconAngle Media which is part of siliconangle.com, The Cube, SiliconAngle.tv, thecube.net, and wikibon.com. Go to wikibon.com and seek out all the great research, and a lot of the stuff they're talking about here at HPE Discover has a lot to do with what's happening at Wikibon and around big data and IoT. Dave, summary of day one wrap-up, kind of our take if you will on HPE's messaging, what they're showing and the debate. We were at Dell EMC World. We heard Michael Dell and his team say bigger is better. HP is saying agile, nimble, but they've got a confederation, federation, all these little kind of HP companies. It's still a conglomerate. It's not small, as you said in our opening. Meg's keynote today was all about the future of computing in a new way, if you will, data, IoT center of it. Your thoughts and analysis of day one keynote, our guests, your thoughts. >> John, I opened up this morning's segment saying that five years ago we talked on The Cube about, and I made the statement, HP's got to shrink to grow. The other thing I said about HP, now HPE, was it's got to get back to its roots of invent, and it has not gotten back to those roots, and now it is reinventing itself, and it's opportunity to get back to its roots of invention is through a partner ecosystem. That's very clear, kind of point number one. The second point I want to make is that these transformations that HPE and companies have gone through, I mean I've never seen anything this large, splitting a company up of 100 billion dollar company, changing all the IT systems, doing all these spin merges, these are not trivial exercises. So when Meg says we're sort of at the end of that transformation, that five year process, in many respects they've now got to create a new transformation. They finally got this, they have this smaller company that's more focused, and they've really got to still sharpen the edges on that sword in my opinion. The software business is still part of HPE, so that's got to happen. The cash coming in from the CSC spin-merge still has to come in, so the balance sheet is still being restructured. But essentially the message that you're hearing from HP is we're going to help you keep the lights on. We're going to make hybrid IT simple which is a good sort of tagline, but it's a very, again, nontrivial thing to do. We've got this new partner ethos, and we've got this fourth piece which is a moonshot on IoT, and that's our big growth opportunity, and we're going to put all our muscle behind that. I like the strategy. I mean if you're going to go smaller and more focused, you've got to have some kind of moonshot like that. You've got to have a partner ecosystem as they've described, but as I say, there's still some more work to be done. They're still shaking off the embers of the exit of the cloud business, trying to reshape that whole thing, so there's, as I say, more work to be done. >> You know it's interesting, good points, I agree 100%. I would add that my observation and what I came into HPE looking at was what will leadership, and specifically Meg Whitman and Antonio Neri, mainly Meg Whitman, and the team articulate to the customers, because they've been getting pounded in the press on financial performance, the journey. I mean if I'm Meg Whitman, I got to be saying hey, enough with the backbiting on, the five-year journey and trying to peg me to a milestone, because the market's changing. You go back five years and say oh, it's going to be a five year journey, let's say Meg Whitman says that. What that really means is that's just kind of an estimate, based on her opinion execute but what I think, well, she mighta seen but what happened was: the cloud just came in and completely decimated the landscape relative to disruption opportunity so a five-year journey, pegged at that time, becomes essentially maybe longer. And so they're executing a turbulent marketplace that's good for them but it could be wind at their back too. So I think they had to come out and talk to their customers. The customers need to hear from HP, and saying, "Look, we got your back. "We're going to be delivering. "We understand the transformation. "We understand what's going on." They've been in the IT consumption business, serving customers in IT. They're a big company. They got to calm the customers down and give them confidence. So to me, I saw confidence in the simplicity message, hybrid IT message, and the IoT with the headroom. I didn't see any game-changing, futuristic, vapor. I didn't see a lot of AI washing, I didn't see a lot of machine learning, which is, I think we're seeing the trend. But they didn't lead with that. They led with the meat and potatoes of HP: Storage, talking about the acquisitions: Simplicity.. >> Dave: Services.. >> Nimble, the messaging with partners, I thought that's very much a meat-and-potatoes, it wasn't like a lights-out keynote by Meg Whitman in the sense of standing ovation on, yeah rah-rah. But it was meat-and-potatoes, aggressive, assertive, "we're here for the long haul" and I thought that was positive. >> I think the partner-friendly ethos is really, really important, and you see it around the show, I mean look at, Veeam is a Platinum Sponsor, right? That never would've happened two years ago because of HP Protector, HP's backup software. Never would've happened before. You see Fortunet out in the show, basically a competitor with HP, HP's security business. And then this whole new partnership around the large SI's, right, I mean that's a big deal. You were saying "India, SI's." The CEO of Wipro, standing up today, I thought he was one of the more impressive parts of the keynote. So, a much more aggressive posture with partnerships, a much cleaner story for partners. Yesterday, the partner conference got pretty high marks. People, I think, are fairly excited about that, because HP has got enough muscle to put resources in, and John you know. What's your take on the whole channel and partnership thing? I mean, you lived that for a decade. >> Well, I mean, I think the channel thing is a great opportunity for them. It's about making money together and I think that's going to be a key thing. My thoughts, just from trying to read the tea leaves, and I'm going to put this out there, it's, I would say, not half-baked but my observation from today, and in the interviews, things came together for me around something that I was thinking about but I could see it now with a little bit of a clarity, and that is I think we're going to see a hardware renaissance. And what I mean by that is, I think the message of computing is changing. We've been predicting, with Open Compute, that we've been covering, which is an open source project, where Facebook and now others are donating reference and imitations after which, Antonio Neri was supporting that project. It's not a lot of funding, there's a lot of open source projects going on. There's a lot of disruption happening. It's almost just like, small little, not real well-reported marketplace. Not a lot of money's being made yet, cuz there's some new things happening. I think, what's clear to me today is that a new business model of hardware is coming. And I think HP, if smart, could change their business model. Instead of being a hardware box supplier, which they know is a declining market, to a TAM, a Total Addressable Market, true private cloud, of $260 billion, and be a supplier of hardware business model, rather than hardware product, where they bring their systems expertise in, use open source, bring the stuff out of HP Labs, and not try to be hardcore about productising it in a hardcore way, meaning another SKU. I think they got to have some core products, but the growth, I think's going to come from a hardware renaissance, where a new developer's going to come out of hardware, you're going to start to see hardware being in the game. Just last week at the Recode Conference, you had Steve Ballmer with Kara Swisher, saying "We should have got in the hardware business a long time ago. Everyone's making their own phones," in reference to the consumer market. So, I think the enterprise market, you're going to see real opportunity around service providers and enterprises, essentially getting the best of what Amazon and Google does, which is build their own boxes, in a new hardware development way. That, to me, is absolutely clear and I think that's going to open up, essentially, that long tail of compute. Cloud-like, true private cloud, and hybrid. And I think if HP's smart, they should jump on that and double down on that trend. >> So, the things I'm looking for between, say now and the next Discover in Madrid in December. The post-spin-merge balance sheet. Let's take a look at that, 'cause I think it's going to look a lot better. And that's going to cause people to go "Whoa, look at that, now HP's got even more leverage "to go out and do deals." The second is, when does IoT actually become a meaningful and measurable component of HPE's business? Talking a lot about it, building up the ecosystem, talking about some use cases, a lot of blue-sky types of things, but not a lot of hardcore, concrete examples at the customer level. So when does that become a meaningful revenue generator? And then, I think from credibility's standpoint, margins. Meg said, "This is it, margins have bottomed. "They're going to bounce off the bottom "and grow from here." We've got to see that, and I think the keys are services, really executing on the services side, leveraging their acquisitions, let's see what they can do with, I mean Aruba looks good, Nimble, SimpliVity. Can they turn those into billion dollar businesses like they did with 3Par? And then the partnerships, I don't expect any head-fakes, you remember HP used to always head-fake the channel and head-fake the partnerships. I don't expect that now. >> They've never had fake partners. Partners would call them out on the carpet on that. I think they have been groping with the partners, and hoping to have a flagship. >> Dave: I dunno, I mean.. >> I don't think they've, now you're trying to be critical of HP, but they've never had fake partners. >> When they, say head-fake. They would buy a company like EDS, and their partners Ecosystem would go "Whoa, wait a minute, I'm not sure "I want to partner with these guys." >> I'd debate that with you, but I think HP's always had great partnerships. I think where they've misfired, if you want to be critical, is that they mismatched where the growth was, with throwing an outsource for instance, that's a complete mismatch to where the growth is. Now, to your point about IoT, I think that's their big opportunity because IoT is a beachhead setup. I think it's a great opportunity as a flagship message to take the portfolio of HP into a partner-friendly world that's going beyond swim lanes, this is like the Grand Canyon, the Panama Canal. And none of them more than swim lanes. So I think having the portfolio with more M&A activity, with Aruba and some of the hardware they have, they can go in and get the beachhead in IoT and use that as a driver, a flagship with their partnerships to start engaging customers and holding the ground. And then, moving the services in, that could hold them for a good couple years. And then, as the margins shift from the declining hardware business, I think that's an opportunity, and we're going to look at that. >> And the other big opportunity, beyond IoT, is this intercloud management. Will HP participate in earnest in building up some software capabilities to manage cross-cloud? On-prem, off-prem, everything in between, Sass, et cetera. You don't hear anything about that now. So is that part of the HPE strategy? Will it use its new balance sheet to go after some of those emerging software companies, and rebuild its software business? >> Well, we always will analyze. We've got all day tomorrow. We've got some great guests. But Dave, Information Technology, known as IT, is not going away. It's changing, certainly, for sure. Information and technology's really going to be a great opportunity for HP. If they stick in their old ways, they'll be dead. If they can transform over themselves, I think it's a winner. Of course we've got live coverage, three days, tomorrow and Thursday This is theCUBE. Go to SiliconAngle.com, check out all the latest reporting and journalism. Go to Wikibon.com for all the great research. The best research is behind a subscription. You got to pay for that, I would definitely do that. The true private cloud report you guys did, I thought was killer, really that's groundbreaking, and IoT stuff's fantastic. Of course, go to SiliconAngle.tv to check out all the great stuff. And of course, go to CrowdChat.net, and we have a new CUBE 365 product coming out of the oven from SiliconAngle labs, lot of great stuff. Stay with us for more coverage tomorrow and check out YouTube.com/SiliconAngle for all the videos in replay. We'll be back tomorrow, stay with us. Have a great day. (electronic music)