Aviatrix Altitude - Panel 2 - Network Architects
>>from Santa Clara, California In the heart of Silicon Valley, it's the queue covering altitude 2020. Brought to you by aviatrix. >>Okay, welcome back to altitude. 2020 for the folks on the Livestream. I'm John Furrier Steve Mullaney with CEO of aviatrix for our first of two customer panels on cloud with Cloud Network Architects. We got Bobby. Will be They gone. Luis Castillo, National Instruments. David should nick with fact set. Guys, welcome >>to the stage for this digital >>event. Come on up. >>Hey, good to see you. Thank you. Okay. Okay. Yeah. >>Okay. Customer panel. This is my favorite part. We get to hear the real scoop. Get the gardener. Given this the industry overview. Certainly multi clouds, very relevant. And cloud native networking is the hot trend with live stream out there in the digital events of guys. Let's get into it. The journey is you guys are pioneering this journey of multi cloud and cloud native networking and soon going to be a lot more coming. So I want to get into the journey. What's it been like? Is it really got a lot of scar tissue? Uh, what is some of the learnings >>Yeah, absolutely. So multi Cloud is whether or not we accepted as network engineers is a reality. Um, like Steve said about two years ago, companies really decided to to just to just bite the bullet and move there. Whether or not whether or not we accept that fact, we need to now create a consistent architecture across across multiple clouds and that that is challenging, um, without orchestration layers as you start managing different different tool sets and different languages across different clouds. So that's it's it's really important to start thinking about that. You >>guys are on the other Panelists here this different phases of this journey. Some come at it from a networking perspective. Some comment from a problem. Troubleshooting. Which What's your experiences? >>Yeah, so, uh, from a networking perspective, it's been incredibly exciting. It's kind of a once in a generational opportunity to look at how you're building out your network. You can start to embrace things like infrastructure as code that maybe your peers on the systems teams have been doing for years. But it just never really worked on Prem, so it's really it's really exciting to look at all the opportunities that we have And then all the interesting challenges that come up that you, uh, that you get to tackle >>and in fact said, you guys are mostly aws, right? >>Right now, though, where we are looking at multiple clouds, we have production workloads running in multiple clouds today. But a lot of the initial work has been with them, >>and you see it from a networking perspective. That's where you guys are coming at it from. Yep. Yeah. So >>we evolved more from a customer requirement. Perspective started out primarily is AWS. But as the customer needed mawr resources manager like HPC, you know, Azure A D. Things like that. Even recently, Google do analytics. Our journey has evolved into more of a multi cloud environment. >>Steve weigh in on the architecture because this has been the big conversation. I want you to lead this sector. >>Yeah, so I mean, I think you guys agreed that journey. It seems like the journey started a couple of years ago got real serious. The need for multi cloud, whether you're there today. Of course it's going to be there in the future, so that's really important. I think the next thing is just architecture. I love to hear what you you had some comments about architecture matters. It all starts. I mean, every enterprise I talked to maybe talk about architecture in the importance of architecture. Maybe Bobby >>is from architectural perspective. We started our journey five years ago. Wow. Okay. And we're just now starting our fourth evolution of our network architect. Okay? And we call it networking security. Net sec versus just network on that. Fourth generation architectures be based primarily upon Palo Alto networks and aviatrix aviatrix doing the orchestration piece of it. But that journey came because of the need for simplicity, the need for a multi cloud orchestration without having to go and do reprogramming efforts across every cloud as it comes along. >>Right? I guess. The other question, I I also had around architectures also, Louise, maybe just talk about I know we've talked a little bit about scripting right and some of your thoughts on that. Yeah, absolutely. So, um, so for us, we started, We started creating Ah, the network constructs with cloud formation. And we've stuck with that, for the most part. What's interesting about that is today on premise, we have a lot of a lot of automation around around how we provision networks, but confirmation has become a little bit like the new manual for us. So we're now having issues with having the automate that component and making it consistent with our on premise architecture, making it consistent with azure architecture and Google Cloud. So it's really interesting to see to see companies now bring that layer of abstraction that SD Wan brought to the to the wan side. Now it's going up into into the cloud networking architectures, >>right? So on the fourth generation of you mentioned, you're 1/4 gen architecture. What do you guys? What have you learned? Is there any lessons? Scar tissue, what to avoid? What worked? What was some of the >>one of the biggest lesson there is that when you think you finally figured it out, you haven't right? Amazon will change something as you change something, you know, transit gateway, the game changer eso uh, and listening to the business requirements is probably the biggest thing we need to do up front. But I think from a simplicity perspective, we said We don't want to do things four times. We want two things. One time we want to have a right to an AP I, which aviatrix has and have them do the orchestration for us so that we don't have to do it four times. How >>important is architecture in the progression, is it? You guys get thrown in the deep end to solve these problems or you guys zooming out and looking at it. I mean, how are you guys looking at the architecture? >>I mean, you can't get off the ground if you don't have the network there. So all of those things we've gone through similar evolutions. We're on our fourth or fifth evolution. Uh, I think about what We started off with Amazon without a direct connect gateway without a transit gateway without ah, a lot of the things that are available today kind of the 80 20 that Steve was talking about. Just because it wasn't there doesn't mean we didn't need it, so we >>needed to figure out a way to do it. We >>couldn't say. You need to come back to the network team in a year. Maybe Amazon will have a solution for you. We need to do it now and evolve later and maybe optimize or change. Really, you're doing things in the future, But don't sit around and wait. You can't. >>I'd love to have you guys each individually answer this question for the livestream that comes up a lot. A lot of cloud architects out in the community. What should they be thinking about? The folks that are coming into this proactively and are realizing the business benefits are there? What advice would you guys give them? An architecture, which should be they be thinking about and what some guiding principles you could share. >>So I would start with, ah, looking at an architectural model that that can, that can spread and and give consistency the different two different cloud vendors that you will absolutely have to support. Um, cloud vendors tend to want to pull you into using their native tool set, and that's good. If only it was realistic, too. Talk about only one cloud, but because it doesn't, it's it's, um, it's super important to talk about and have a conversation with the business and with your technology teams about a consistent model. >>How do I do my day one work so that I'm not spending 80% of my time troubleshooting or managing my network. Because if I'm doing that, then I'm missing out on ways that I can make improvements to embrace new technologies. So it's really important early on to figure out how do I make this as low maintenance as possible so that I can focus on the things that the team really should be focusing on. >>Bobby. Your advice? The architect. I >>don't know what else I can add to. That simplicity of operations is gives key. >>Alright, so the holistic view of Day two operation you mentioned let's could jump in. Day one is you're getting stuff set up. Day two is your life after. This is what you're getting at, David. So what does that look like? What are you envisioning as you look at that 20 mile stare out post multi cloud world one of the things that you want in a day to operations? >>Yeah, infrastructure as code is really important to us. So how do we How do we design it so that we can fit start making network changes and putting them into like, a release pipeline and start looking at it like that rather than somebody logging into a router cli and troubleshooting things on an ad hoc nature. So moving more towards the Devil Ops model. >>Here's the thing I had on that day two. >>Yeah, I would. I would love to add something. So in terms of day two operations, you can you can either sort of ignore the day two operations for a little while where you get well, you get your feet wet, um, or you can start approaching it from the beginning. The fact is that the cloud native tools don't have a lot of maturity in that space. And when you run into an issue, you're gonna end up having a bad day, going through millions and millions of logs just to try to understand what's going on. So that's something that the industry just now is beginning to realize. It's It's such a such a big gap. >>I think that's key, because for us, we're moving to more of an event driven or operations. In the past. Monitoring got the job done. It is impossible to modern monitor something that's not there when the event happens, right, so the event driven application and then detection is important. >>I think Gardner is about the Cloud Native wave coming into networking. That's going to be a serious thing. I want to get you guys perspective. I know you have different views of how you came into the journey and how you're executing. And I always say the beauty's in the eye of the beholder and that kind of applies the networks laid out. So, Bobby, you guys do a lot of high performance encryption both on AWS and Azure. That's kind of a unique thing for you. How are you seeing that impact with multi cloud? >>And that's a new requirement for us to where we, uh we have a requirement to encrypt, and they never get the question Should encryption and encrypt. The answer is always yes, you should encrypt. You should get encrypt for perspective. We we need to moderate a bunch of data from our data centers. We have some huge data centers on. Getting that data to the cloud is is timely experiencing some cases, So we have been mandated that we have to encrypt everything, leaving the data center. So we're looking at using the aviatrix insane mode appliances to be able to decrypt you know 10 20 gigabytes of data as it moves to the cloud itself. David, you're using >>terra form. You've got fire net. You've got a lot of complexity in your network. What do you guys look at the future for your environment? >>Yes. So something exciting that we're working on now is fire net. So for our security team, they obviously have a lot of a lot of knowledge based around Polito on with our commitments to our clients, you know, it's it's it's not very easy to shift your security model to a specific cloud vendor it So there's a lot of stock to compliance and things like that where being able to take some of what you've you know you've worked on for years on Prem and put it in the cloud and have the same type of assurance that things were gonna work and be secure in the same way that they are on Prem helps make that journey into the cloud a lot easier. >>And you guys got scripting and get a lot of things going on. What's your what's your unique angle on this? >>Um, yeah. No, absolutely so full disclosure. I'm not not not an aviatrix customer yet. >>It's okay. We want to hear the truth. So that's good. Tell >>us what you're thinking about. What's on your mind. >>No, really, Um, when you when you talk about, um, implementing the to like this, it's It's really just really important. Teoh talk about automation and focus on on value. So when you talk about things like encryption and thinks like so you're encrypting tunnels and encrypting the path and those things are, should it should should be second nature, Really? When you when you look at building those back ends and managing them with your team, it becomes really painful. So tools like aviatrix that that had a lot of automation. It's out of out of sight, out of mind. You can focus on the value you don't have to focus on. >>I got to ask, You guys are seeing the traces here. They're their supplier to the sector, but you guys are customers. Everyone's pitching your stuff that people are not going to buy my stuff. How >>do you >>guys have that conversation with the suppliers, like the cloud vendors and other folks? What's the What's the leg or a P? I all the way you got to support this. What are some >>of the >>what are some of your requirements? How do you talk to and evaluate people that walk in and want Teoh knock on your door and pitch you something? What's the conversation like? >>It's definitely It's definitely a p. I driven. Um, we we definitely look at the at the structure of the vendors provide before we select anything. Um, that that is always first of mine. And also, what problem are we really trying to solve? Usually people try to sell or try to give us something that isn't really valuable. Like implementing Cisco solution on the on the cloud isn't really doesn't really add a lot of value. >>David, what's your conversations like with suppliers? So you have a certain new way to do things as becomes more agile, essentially networking and more dynamic. What are some of the conversations with the other incumbents or new new vendors that you're having what you require? >>So ease of use is definitely, definitely high up there. We've had some vendors come in and say, Hey, you know, when you go to set this up, we're gonna want to send somebody on site and they're going to sit with you for a day to configure. And that's kind of a red flag. Wait a minute. You know, we really if one of my really talented engineers can't figure it out on his own, what's going on there and why is that? So, uh, you know, having having some ease of use and the team being comfortable with it and understanding it is really important. >>How about you in the old days was Do a bake off winner takes all. I mean, is it like that anymore? What's evolving Bake off >>last year for us to win, So But that's different now, because now when you when you get the product, you install the product in AWS in azure or have it up and running a matter of minutes. And the key is, can you be operational within hours or days instead of weeks? But we also have the flexibility to customize it to meet your needs, because you want to be. You would be put into a box with the other customers who have needs that pastor cut their needs. >>You can almost see the challenge of you guys are living where you've got the cloud immediate value, how you can roll a penny solutions. But then you have might have other needs. So you got to be careful not to buy into stuff that's not shipping. So you're trying to be proactive in the same time. Deal with what you got here. How do you guys see that evolving? Because multi cloud to me is definitely relevant. But it's not yet clear how to implement across. How do you guys look at this? Bakes versus, you know, future solutions coming? How do you balance that? >>Um, so again. So right now we were. We're taking the the ad hoc approach and experimenting with the different concepts of cloud on demand, really leveraging the native constructs of each cloud. But but there's there's a breaking point. For sure you don't you don't get to scale this like like Simone said, and you have to focus on being able to deliver Ah, developer their their sandbox play area for the things that they're trying to build quickly. And the only way to do that is with some sort of consistent orchestration layer that allows you to. >>So you spent a lot more stuff becoming pretty quickly. >>I was very. I do expect things to start to start maturing quite quite quickly this year, >>and you guys see similar trends. New stuff coming fast. >>Yeah, the one of the biggest challenge we've got now is being able to segment within the network, being able to provide segmentation between production, non production workloads, even businesses, because we support many businesses worldwide and and isolation between those is a key criteria there. So the ability to identify and quickly isolate those workloads is key. >>So the cios that are watching are saying, Hey, take that hill, do multi cloud and then the bottoms up organization cause you're kind of like off a little bit. It's not how it works. I mean, what is the reality in terms of implementing, you know, and as fast as possible because the business benefits are clear, but it's not always clear in the technology how to move that fast. What are some of the barriers of blockers? One of the enabler, >>I think the reality is, is that you may not think of multi cloud, but your businesses, right? So I think the biggest barriers there is understanding what the requirements are and how best to meet those requirements. I think in a secure manner, because you need to make sure that things are working from a latency perspective, that things work the way they did and get out of the mind shift that, you know, if the Tier three application in the data center it doesn't have to be a Tier three application in the cloud, so lift and shift is not the way to go. >>Scale is a big part of what I see is the competitive advantage of all of these clouds, and it used to be proprietary network stacks in the old days and then open systems came. That was a good thing. But as clouds become bigger, there's kind of an inherent lock in there with the scale. How do you guys keep the choice open? How you guys thinking about interoperability? What is some of the conversations that you guys were having around those key concepts? >>Well, when we look at when we look at the from a networking perspective, it's really key for you to just enable enable all the all the clouds to be able to communicate between them. Developers will will find a way to use the cloud that best suits their business. Um and and like Like you said, it's whether whether you're in denial or not of the multi cloud fact that your company is in already, Um, that's it becomes really important for you to move quickly. >>Yeah, and the A lot of it also hinges on how well is the provider embracing what that specific cloud is doing? So are they swimming with Amazon or azure and just helping facilitate things? They're doing the heavy lifting AP I work for you or are they swimming upstream? And they're trying to hack it all together in a messy way, and so that helps you stay out of the lock in, because there, you know if they're doing if they're using Amazon native tools to help you get where you need to be, it's not like Amazon's going to release something in the future that completely, uh, you know, makes you have designed yourself into a corner. So the closer they're more cloud native, they are, the more, uh, the easier it is to, uh >>to the boy. But you also need to be aligned in such a way that you can take advantage of the cloud Native technology of limits sets. T J W. Is a game changer in terms of cost and performance. Right. So to completely ignore, that would be wrong. But, you know, if you needed to have encryption teaching double encrypted, so you need to have some type of a gateway to do the VPN encryption. So the aviatrix, too, will give you the beauty of both worlds. You can use T. W or the gateway real >>quick in the last minute we have. I want to just get a quick feedback from you guys. I hear a lot of people say to me, Hey, the pick The best cloud for the workload you got, then figure out multi cloud behind the scenes. So that seems to be Do you guys agree with that? I mean, is it doing one cloud across the whole company or this workload works great on AWS. That work was great on this from a cloud standpoint. Do you agree with that premise? And then what is multi cloud stitch them all together? >>Yeah, um, from from an application perspective, it it can be per workload, but It can also be an economical decision. Certain enterprise contracts will will pull you in one direction that value. Um, but the the network problem is still the same. >>It doesn't go away. Yeah, Yeah. I mean, you don't want to be trying to fit a square into a round hole, right? So if it works better on that cloud provider, then it's our job to make sure that that service is there. People can use >>it. Yeah, I agree. You just need to stay ahead of the game. Make sure that the network infrastructure is there. Secure is available and is multi cloud capable. >>Yeah. At the end of the day, you guys just validating that. It's the networking game now. Cloud storage. Compute Check. Networking is where the action is. Awesome. Thanks for your insights. Appreciate you coming on the Cube. Appreciate it. >>Yeah, yeah, yeah.
SUMMARY :
Brought to you by aviatrix. 2020 for the folks on the Livestream. Come on up. Hey, good to see you. The journey is you guys are pioneering this you start managing different different tool sets and different languages across different clouds. guys are on the other Panelists here this different phases of this journey. It's kind of a once in a generational opportunity to look at how you're building out your network. But a lot of the initial work has been with them, That's where you guys are coming at it from. But as the customer needed mawr resources manager like HPC, you know, I want you to lead this sector. I love to hear what you you had some comments But that journey came because of the need for simplicity, So it's really interesting to see to see companies now So on the fourth generation of you mentioned, you're 1/4 gen architecture. one of the biggest lesson there is that when you think you finally figured it out, I mean, how are you guys looking at the architecture? I mean, you can't get off the ground if you don't have the network there. needed to figure out a way to do it. You need to come back to the network team in a year. I'd love to have you guys each individually answer this question for the livestream that comes up a lot. Um, cloud vendors tend to want to pull you into using their native tool set, low maintenance as possible so that I can focus on the things that the team really should be focusing I don't know what else I can add to. Alright, so the holistic view of Day two operation you mentioned let's could jump in. Yeah, infrastructure as code is really important to us. can either sort of ignore the day two operations for a little while where you get well, Monitoring got the job done. I know you have different views of how you came into the journey and how you're executing. be able to decrypt you know 10 20 gigabytes of data as it moves to the cloud itself. What do you guys look at the commitments to our clients, you know, it's it's it's not very easy to shift your security And you guys got scripting and get a lot of things going on. No, absolutely so full disclosure. So that's good. What's on your mind. You can focus on the value you don't have to focus on. but you guys are customers. I all the way you got to support this. Like implementing Cisco solution on the on the cloud isn't really So you have a certain new way to do things as becomes Hey, you know, when you go to set this up, we're gonna want to send somebody on site and they're going to sit with you for a day to configure. How about you in the old days was Do a bake off winner takes all. And the key is, can you be operational within hours or days You can almost see the challenge of you guys are living where you've got the cloud immediate value, how you can roll a For sure you don't you don't get to scale this like like Simone I do expect things to start to start maturing quite quite quickly this year, and you guys see similar trends. So the ability to identify and quickly isolate those workloads what is the reality in terms of implementing, you know, and as fast as possible because the business I think the reality is, is that you may not think of multi cloud, but your businesses, How do you guys keep the choice it's really key for you to just enable enable all the all the clouds to They're doing the heavy lifting AP I work for you or are they swimming But you also need to be aligned in such a way that you can take advantage of the cloud Native technology So that seems to be Do you guys agree with that? pull you in one direction that value. I mean, you don't want to be trying to fit a square into a round hole, Make sure that the network infrastructure Appreciate you coming on the Cube.
SENTIMENT ANALYSIS :
ENTITIES
Entity | Category | Confidence |
---|---|---|
David | PERSON | 0.99+ |
Amazon | ORGANIZATION | 0.99+ |
Steve | PERSON | 0.99+ |
80% | QUANTITY | 0.99+ |
Louise | PERSON | 0.99+ |
Steve Mullaney | PERSON | 0.99+ |
Cisco | ORGANIZATION | 0.99+ |
Silicon Valley | LOCATION | 0.99+ |
Simone | PERSON | 0.99+ |
millions | QUANTITY | 0.99+ |
AWS | ORGANIZATION | 0.99+ |
ORGANIZATION | 0.99+ | |
John Furrier | PERSON | 0.99+ |
National Instruments | ORGANIZATION | 0.99+ |
Santa Clara, California | LOCATION | 0.99+ |
Bobby | PERSON | 0.99+ |
20 mile | QUANTITY | 0.99+ |
two things | QUANTITY | 0.99+ |
first | QUANTITY | 0.99+ |
five years ago | DATE | 0.99+ |
last year | DATE | 0.99+ |
fourth | QUANTITY | 0.99+ |
aviatrix | ORGANIZATION | 0.98+ |
second nature | QUANTITY | 0.98+ |
fourth evolution | QUANTITY | 0.98+ |
Prem | ORGANIZATION | 0.98+ |
one | QUANTITY | 0.98+ |
Palo Alto | LOCATION | 0.98+ |
each cloud | QUANTITY | 0.98+ |
both worlds | QUANTITY | 0.98+ |
today | DATE | 0.97+ |
10 20 gigabytes | QUANTITY | 0.97+ |
fifth evolution | QUANTITY | 0.97+ |
four times | QUANTITY | 0.96+ |
Day two | QUANTITY | 0.96+ |
one cloud | QUANTITY | 0.96+ |
One time | QUANTITY | 0.96+ |
both | QUANTITY | 0.96+ |
Gardner | PERSON | 0.95+ |
this year | DATE | 0.95+ |
Fourth generation | QUANTITY | 0.94+ |
two different cloud vendors | QUANTITY | 0.94+ |
two customer panels | QUANTITY | 0.94+ |
each | QUANTITY | 0.93+ |
Day one | QUANTITY | 0.93+ |
day two | QUANTITY | 0.93+ |
fourth generation | QUANTITY | 0.93+ |
one direction | QUANTITY | 0.91+ |
Luis Castillo | PERSON | 0.9+ |
Cloud Network Architects | ORGANIZATION | 0.89+ |
fire net | ORGANIZATION | 0.89+ |
millions of logs | QUANTITY | 0.89+ |
Polito | ORGANIZATION | 0.88+ |
Native | EVENT | 0.86+ |
couple of years ago | DATE | 0.85+ |
a day | QUANTITY | 0.85+ |
T J | PERSON | 0.84+ |
1/4 gen | QUANTITY | 0.82+ |
One | QUANTITY | 0.81+ |
a penny | QUANTITY | 0.81+ |
azure | ORGANIZATION | 0.81+ |
Google Cloud | TITLE | 0.79+ |
Around theCUBE, Unpacking AI Panel, Part 2 | CUBEConversation, October 2019
(upbeat music) >> From our studios in the heart of Silicon Valley, Palo Alto, California, this is a CUBE Conversation. >> Welcome everyone to this special CUBE Conversation Around the CUBE segment, Unpacking AI, number two, sponsored by Juniper Networks. We've got a great lineup here to go around the CUBE and unpack AI. We have Ken Jennings, all-time Jeopardy champion with us. Celebrity, great story there, we'll dig into that. John Hinson, director of AI at Evotek and Charna Parkey, who's the applied scientist at Textio. Thanks for joining us here for Around the CUBE Unpacking AI, appreciate it. First question I want to get to, Ken, you're notable for being beaten by a machine on Jeopardy. Everyone knows that story, but it really brings out the question of AI and the role AI is playing in society around obsolescence. We've been hearing gloom and doom around AI replacing people's jobs, and it's not really that way. What's your take on AI and replacing people's jobs? >> You know, I'm not an economist, so I can't speak to how easy it's going to be to retrain and re-skill tens of millions of people once these clerical and food prep and driving and whatever jobs go away, but I can definitely speak to the personal feeling of being in that situation, kind of watching the machine take your job on the assembly line and realizing that the thing you thought made you special no longer exists. If IBM throws enough money at it, your skill essentially is now obsolete. And it was kind of a disconcerting feeling. I think that what people need is to feel like they matter, and that went away for me very quickly when I realized that a black rectangle can now beat me at a game show. >> Okay John, what's your take on AI replacing jobs? What's your view on this? >> I think, look, we're all going to have to adapt. There's a lot of changes coming. There's changes coming socially, economically, politically. I think it's a disservice to us all to get to too indulgent around the idea that these things are going to change. We have to absorb these things, we have to be really smart about how we approach them. We have to be very open-minded about how these things are going to actually change us all. But ultimately, I think it's going to be positive at the end of the day. It's definitely going to be a little rough for a couple of years as we make all these adjustments, but I think what AI brings to the table is heads above kind of where we are today. >> Charna, your take around this, because the role of humans versus machines are pretty significant, they help each other. But is AI going to dominate over humans? >> Yeah, absolutely. I think there's a thing that we see over and over again in every bubble and collapse where, you know, in the automotive industry we certainly saw a bunch of jobs were lost, but a bunch of jobs were gained. And so we're just now actually getting into the phase where people are realizing that AI isn't just replacement, it has to be augmentation, right? We can't simply use images to replace recognition of people, we can't just use black box to give our FICO credit scores, it has to be inspectable. So there's a new field coming up now called explainable AI that actually is where we're moving towards and it's actually going to help society and create jobs. >> All right so let's stay on that next point for the next round, explainable AI. This points to a golden age. There's a debate around are we in a bubble or a golden age. A lot of people are negative right now on tech. You can see all the tech backlash. Amazon, the big tech companies like Apple and Facebook, there's a huge backlash around this so-called tech for society. Is this an indicator of a golden age coming? >> I think so, absolutely. We can take two examples of this. One would be where, you remember when Amazon built a hiring algorithm based upon their own resume data and they found that it was discriminating against women because they had only had men apply for it. Now with Textio we're building augmented writing across the audience and not from a single company and so companies like Johnson and Johnson are increasing the pipeline by more than nine percent which converts to 90,000 more women applying for their jobs. And so part of the difference there is one is explainable, one isn't, and one is using the right data set representing the audience that is consuming it and not a single company's hiring. So I think we're absolutely headed into more of a golden age, and I think these are some of the signs that people are starting to use it in the right way. >> John, what's your take? Obviously golden age doesn't look that to us right now. You see Facebook approving lies as ads, Twitter banning political ads. AI was supposed to solve all these problems. Is there light at the end of this dark tunnel we're on? >> Yeah, golden age for sure. I'm definitely a big believer in that. I think there's a new era amongst us on how we handle data in general. I think the most important thing we have here though is education around what this stuff is, how it works, how it's affecting our lives individually and at the corporate level. This is a new era of informing and augmenting literally everything we do. I see nothing but positives coming out of this. We have to be obviously very careful with our approaching all the biases that already exist today that are only going to be magnified with these types of algorithms at mass scale. But ultimately if we can get over that hurdle, which I believe collectively we all need to do together, I think we'd live in much better, less wasteful world just by approaching the data that's already at hand. >> Ken, what's your take on this? It's like a daily double question. Is it going to be a golden age? >> Laughs >> It's going to come sooner or later. We have to have catastrophe before, we have to have reality hit us in the face before we realize that tech is good, and shaping it? It's pretty ugly right now in some of the situations out there, especially in the political scene with the election in the US. You're seeing some negative things happening. What's your take on this? >> I'm much more skeptical than John and Charna. I feel like that kind of just blinkered, it's going to be great, is something you have to actually be in the tech industry and hearing all day to actually believe. I remember seeing kind of lay-person's exposure to Watson when Watson was on Jeopardy and hearing the questions reporters would ask and seeing the memes that would appear, and everyone's immediate reaction just to something as innocuous as a AI algorithm playing on a game show was to ask, is this Skynet from Terminator 2? Is this the computer from The Matrix? Is this HAL pushing us out of the airlock? Everybody immediately first goes to the tech is going to kill us. That's like everybody's first reaction, and it's weird. I don't know, you might say it's just because Hollywood has trained us to expect that plot development, but I almost think it's the other way around. Like that's a story we tell because we're deeply worried about our own meaning and obsolescence when we see how little these skills might be valued in 10, 20, 30 years. >> I can't tell you how much, by the way, Star Trek, Star Wars and Terminators probably affected the nomenclature of the technology. Everyone references Skynet. Oh my God, we're going to be taken over and killed by aliens and machines. This is a real fear. I thinks it's an initial reaction. You felt that Ken, so I've got to ask you, where do you think the crossover point is for people to internalize the benefits of say, AI for instance? Because people will say hey, look back at life before the iPhone, look at life before these tools were out there. Some will say society's gotten better, but yet there's this surveillance culture, things... And on and on. So what do you guys think the crossover point is for the reaction to change from oh my God, it's Skynet, gloom and doom to this actually could be good? >> It's incredibly tricky because as we've seen, the perception of AI both in and out of the industry changes as AI advances. As soon as machine learning can actually do a task, there's a tendency to say there's this no true Scotsman problem where we say well, that clearly can't be AI because I see how the trick worked. And yeah, humans lose at chess now. So when these small advances happen, the reaction is often oh, that's not really AI. And by the same token, it's not a game-changer when your email client can start to auto-complete your emails. That's a minor convenience to you. But you don't think oh, maybe Skynet is good. I really do think it's going to have to be, maybe the inflection point is when it starts to become so disruptive that actually public policy has to change. So we get serious about >> And public policy has started changing. >> whatever their reactions are. >> Charna, your thoughts. >> The public policy has started changing though. We just saw, I think it was in September, where California banned the use of AI in the body cameras, both real-time and after the fact. So I think that's part of the pivot point that we're actually seeing is that public policy is changing.` The state of Washington currently has a task force for AI who's making a set of recommendations for policy starting in December. But I think part of what we're missing is that we don't have enough digital natives in office to even attempt to, to your point Ken, predict what we're even going to be able to do with it, right? There is this fear because of misunderstanding, but we also don't have a respect of our political climate right now by a lot of our digital natives, and they need to be there to be making this policy. >> John, weigh in on this because you're director of AI, you're seeing positive, you have to deal with the uncertainty as well, the growth of machine learning. And just this week Google announced more TensorFlow for everybody. You're seeing Open Source. So there's a tech push, almost a democratization, going on with AI. So I think this crossover point might be sooner in front of us than people think. What's your thoughts? >> Yeah it's here right now. All these things can be essentially put into an environment. You can see these into products, or making business decisions or political decisions. These are all available right now. They're available today and its within 10 to 15 lines of code. It's all about the data sets, so you have to be really good stewards of the data that you're using to train your models. But I think the most important thing, back to the Skynet and all this science-fiction side, we have to collectively start telling the right stories. We need better stories than just this robots are going to take us over and destroy all of our jobs. I think more interesting stories really revolve around, what about public defenders who can have this informant augmentation algorithm that's going to help them get their job done? What about tailor-made medicine that's going to tell me exactly what the conditions are based off of a particular treatment plan instead of guessing? What about tailored education that's going to look at all of my strengths and weaknesses and present a plan for me? These are things that AI can do. Charna's exactly right, where if we don't get this into the right political atmosphere that's helping balance the capitalist side with the social side, we're going to be in trouble. So that's got to be embedded in every layer of enterprise as well as society in general. It's here, it's now, and it's real. >> Ken, before we move on to the ethics question, I want to get your thoughts on this because we have an Alexa at home. We had an Alexa at home; my wife made me get rid of it. We had an Apple device, what they're called... the Home pods, that's gone. I bought a Portal from Facebook because I always buy the earliest stuff, that's gone. We don't want listening devices in our house because in order to get that AI, you have to give up listening, and this has been an issue. What do you have to give to get? This has been a big question. What's your thoughts on all this? >> I was at an Amazon event where they were trumpeting how no technology had ever caught on faster than these personal digital assistants, and yet every time I'm in a use case, a household that's trying to use them, something goes terribly wrong. My friend had to rename his because the neighbor kids kept telling Alexa to do awful things. He renamed it computer, and now every time we use the word computer, the wall tells us something we don't want to know. >> (laughs) >> This is just anecdata, but maybe it speaks to something deeper, the fact that we don't necessarily like the feeling of being surveilled. IBM was always trying to push Watson as the star Trek computer that helpfully tells you exactly what you need to know in the right moment, but that's got downsides too. I feel like we're going to, if nothing else, we may start to value individual learning and knowledge less when we feel like a voice from the ceiling can deliver unto us the fact that we need. I think decision-making might suffer in that kind of a world. >> All right, this brings up ethics because I bring up the Amazon and the voice stuff because this is the new interface people want to have with machines. I didn't mention phones, Androids and Apple, they need to listen in order to make decisions. This brings up the ethics question around who sets the laws, what society should do about this, because we want the benefits of AI. John, you point out some of them. You got to give to get. Where are we on ethics? What's the opinion, what's the current view on this? John, we'll start with you on your ethics view on what needs to change now to move the ball faster. >> Data is gold. Data is gold at an exponential rate when you're talking about AI. There should be no situation where these companies get to collect data at no cost or no benefit to the end consumer. So ultimately we should have the option to opt out of any of these products and any of this type of surveillance wherever we can. Public safety is a little bit different situation, but on the commercial side, there is a lot of more expensive and even more difficult ways to train these models with a data set that isn't just basically grabbing everything our of your personal lives. I think that should be an option for consumers and that's one of those ethical check-marks. Again, ethics in general, the way that data's trained, the way that data's handled, the way models actually work, it has to be a primary reason for and approach of how you actually go about developing and delivering AI. That said, we cannot get over-indulgent in the fact that we can't do it because we're so fearful of the ethical outcomes. We have to find some middle ground and we have to find it quickly and collectively. >> Charna, what's your take on this? Ethics is super important to set the agenda for society to take advantage of all this. >> Yeah. I think we've got three ethical components here. We certainly have, as John mentioned, the data sets. However, it's also what behavior we're trying to change. So I believe the industry could benefit from a lot more behavioral science, so that we can understand whether or not the algorithms that we're building are changing behaviors that we actually want to change, right? And if we aren't, that's unethical. There is an entire field of ethics that needs to start getting put into our companies. We need an ethics board internally. A few companies are doing this already actually. I know a lot of the military companies do. I used to be in the defense industry, and so they've got a board of ethics before you can do things. The challenge is also though that as we're democratizing the algorithms themselves, people don't understand that you can't just get a set of data that represents the population. So this is true of image processing, where if we only used 100 images of a black woman, and we used 1,000 images of a white man because that was the distribution in our population, and then the algorithm could not detect the difference between skin tones for people of color, then we end up with situations where we end up in a police state where you put in an image of one black woman and it looks like ten of them and you can't distinguish between them. And yet, the confidence rate for the humans are actually higher, because they now have a machine backing their decision. And so they stop questioning, to your point, Ken, about what is the decision I'm making, they're like I'm so confident, this data told me so. And so there's a little bit of you need some expert in the loop and you also can't just have experts, because then you end up with Cambridge Analytica and all of the political things that happened there, not just in the US, but across 200 different elections and 30 different countries. And we are upset because it happened in the US, but this has been happening for years. So its just this ethical challenge of behavior change. It's not even AI and we do it all the time. Its why the cigarette industry is regulated (laughs). >> So Ken, what's your take on this? Obviously because society needs to have ethics. Who runs that? Companies? The law-makers? Someone's got to be responsible. >> I'm honestly a little pessimistic the general public will even demand this the way we're maybe hoping that they will. When I think about an example like Facebook, people just being able to, being willing to give away insane amounts of data through social media companies for the smallest of benefits: keeping in touch with people from high school they don't like. I mean, it really shows how little we value not being a product in this kind of situation. But I would like to see this kind of ethical decisions being made at the company-level. I feel like Google kind of surreptitiously moved away from it's little don't be evil mantra with the subtext that eh, maybe we'll be a little evil now. It just reminds me of Manhattan Project era thinking, where you could've gone to any of these nuclear scientists and said you're working on a real interesting puzzle here, it might advance the field, but like 200,000 civilians might die this summer. And I feel like they would've just looked at you and thought that's not really my bailiwick. I'm just trying to solve the fission problem. I would like to see these 10 companies actually having that kind of thinking internally. Not being so busy thinking if they can do something that they don't wonder if they should. >> That's a great point. This brings up the point of who is responsible. Almost as if who is less evil than the other person? Google, they don't do evil, but they're less evil than Amazon and Facebook and others. Who is responsible? The companies or the law-makers? Because if you look up some of the hearings in Washington, D.C., some of the law-makers we see up there, they don't know how the internet works, and it's pretty obvious that this is a problem. >> Yeah, well that's why Jack Dorsey of Twitter posted yesterday that he banned not just political ads, but also issue ads. This isn't something that they're making him do, but he understands that when you're using AI to target people, that it's not okay. At some point, while Mark is sitting on (laughs) this committee and giving his testimony, he's essentially asking to be regulated because he can't regulate himself. He's like well, everyone's doing it, so I'm going to do it too. That's not an okay excuse. We see this in the labor market though actually, where there's existing laws that prevent discrimination. It's actually the company's responsibility to make sure that the products that they purchase from any vendor isn't introducing discrimination into that process. So its not even the vendor that's held responsible, it's the company and their use of it. We saw in the NYPD actually that one of those image recognition systems came up and someone said well, he looked like, I forget the name of what the actor was, but some actor's name is what the perpetrator looked like and so they used an image of the actor to try and find the person who actually assaulted someone else. And that's, it's also the user problem that I'm super concerned about. >> So John, what's your take on this? Because these are companies are in business to make money, for profit, they're not the government. And who's the role, what should the government do? AI has to move forward. >> Yeah, we're all responsible. The companies are responsible. The companies that we work with, I have yet to interact with customers, or with our customers here, that have some insidious goal, that they're trying to outsmart their customers. They're not. Everyone's looking to do the best and deliver the most relevant products in the marketplace. The government, they absolutely... The political structure we have, it has to be really intelligent and it's got to get up-skilled in this space and it needs to do it quickly, both at the economy level, as well as for our defense. But the individuals, all of us as individuals, we are already subjected to this type of artificial intelligence in our everyday lives. Look at streaming, streaming media. Right now every single one of us goes out through a streaming source, and we're getting recommendations on what we should watch next. And we're already adapting to these things, I am. I'm like stop showing me all the stuff you know I want to watch, that's not interesting to me. I want to find something I don't know I want to watch, right? So we all have to get educated, we're all responsible for these things. And again, I see a much more positive side of this. I'm not trying to get into the fear-mongering side of all the things that could go wrong, I want to focus on the good stories, the positive stories. If I'm in a courtroom and I lose a court case because I couldn't afford the best attorney and I have the bias of a judge, I would certainly like artificial intelligence to make a determination that allows me to drive an appeal, as one example. Things like that are really creative in the world that we need to do. Tampering down this wild speculation we have on the markets. I mean, we are all victims of really bad data decisions right now, almost the worst data decisions. For me, I see this as a way to actually improve all those things. Fraud fees will be reduced. That helps everybody, right? Less speculation and these wild swings, these are all helpful things. >> Well Ken, John and Charna, thank- (audio feedback) >> Go ahead, finish. Get that word in. >> Sorry. I think that point you were making though John, is we are still a capitalist society, but we're no longer a shareholder capitalist society, we are a stakeholder capitalist society and the stakeholder is the society itself. It is us, it what we want to see. And so yes, I still want money. Obviously there are things that I want to buy, but I also care about well-being. I think it's that little shift that we're seeing that is actually you and I holding our own teams accountable for what they do. >> Yeah, culture first is a whole new shift going on in these companies that's a for-profit, mission-based. Ken, John, Charna, thanks for coming on Around the CUBE, Unpacking AI. Let's go around the CUBE Ken, John and Charna in that order, and just real quickly, unpacking AI, what's your final word? >> (laughs) I really... I'm interested in John's take that there's a democratization coming provided these tools will be available to everyone. I would certainly love to believe that. It seems like in the past, we've seen no, that access to these kind of powerful, paradigm-changing tools tend to be concentrated among a very small group of people and the benefits accrue to a very small group of people. But I hope that doesn't happen here. You know, I'm optimistic as well. I like the utopian side where we all have this amazing access to information and so many new problems can get solved with amazing amounts of data that we never could've touched before. Though you know, I think about that. I try to let that help me sleep at night, and not the fact that, you know... every public figure I see on TV is kind of out of touch about technology and only one candidate suggests the universal basic income, and it's kind of a crackpot idea. Those are the kind of things that keep me up at night. >> All right, John, final word. >> I think it's beautiful, AI's beautiful. We're on the cusp of a whole new world, it's nothing but positivity I see. We have to be careful. We're all nervous about it. None of us know how to approach these things, but as human beings, we've been here before. We're here all the time. And I believe that we can all collectively get a better lives for ourselves, for the environment, for everything that's out there. It's here, it's now, it's definitely real. I encourage everyone to hurry up on their own education. Every company, every layer of government to start really embracing these things and start paying attention. It's catching us all a little bit by surprise, but once you see it in production, you see it real, you'll be impressed. >> Okay, Charna, final word. >> I think one thing I want to leave people with is what we incentivize is what we end up optimizing for. This is the same for human behavior. You're training a new employee, you put incentives on the way that they sell, and that's, they game the system. AI's specifically find the optimum route, that is their job. So if we don't understand more complex cost functions, more complex representative ways of training, we're going to end up in a space, before we know it, that we can't get out of. And especially if we're using uninspectable AI. We really need to move towards augmentation. There are some companies that are implementing this now that you may not even know. Zillow, for example, is using AI to give you a cost for your home just by the photos and the words that you describe it, but they're also purchasing houses without a human in the loop in certain markets, based upon an inspection later by a human. And so there are these big bets that we're making within these massive corporations, but if you're going to do it as an individual, take a Coursera class on AI and take a Coursera class on ethics so that you can understand what the pitfalls are going to be, because that cost function is incredibly important. >> Okay, that's a wrap. Looks like we have a winner here. Charna, you got 18, John 16. Ken came in with 12, beaten again! (both laugh) Okay, Ken, seriously, great to have you guys on, a pleasure to meet everyone. Thanks for sharing on Around the CUBE Unpacking AI, panel number two. Thank you. >> Thanks a lot. >> Thank you. >> Thanks. I've been defeated by artificial intelligence again! (all laugh) (upbeat music)
SUMMARY :
in the heart of Silicon Valley, and the role AI is playing in society around obsolescence. and realizing that the thing you thought made you special I think it's going to be positive But is AI going to dominate over humans? in the automotive industry we certainly saw You can see all the tech backlash. that people are starting to use it in the right way. Obviously golden age doesn't look that to us right now. that are only going to be magnified Is it going to be a golden age? We have to have catastrophe before, the tech is going to kill us. for the reaction to change from I really do think it's going to have to be, And public policy their reactions are. and they need to be there to be making this policy. the growth of machine learning. So that's got to be embedded in every layer of because in order to get that AI, the wall tells us something we don't want to know. the fact that we don't necessarily like the feeling they need to listen in order to make decisions. that we can't do it because we're so fearful Ethics is super important to set the agenda for society There is an entire field of ethics that needs to start Obviously because society needs to have ethics. And I feel like they would've just looked at you in Washington, D.C., some of the law-makers we see up there, I forget the name of what the actor was, Because these are companies are in business to make money, and I have the bias of a judge, Get that word in. and the stakeholder is the society itself. Ken, John and Charna in that order, and the benefits accrue to a very small group of people. And I believe that we can all collectively and the words that you describe it, Okay, Ken, seriously, great to have you guys on, (upbeat music)
SENTIMENT ANALYSIS :
ENTITIES
Entity | Category | Confidence |
---|---|---|
Jack Dorsey | PERSON | 0.99+ |
Apple | ORGANIZATION | 0.99+ |
Ken Jennings | PERSON | 0.99+ |
John Hinson | PERSON | 0.99+ |
Amazon | ORGANIZATION | 0.99+ |
ORGANIZATION | 0.99+ | |
John | PERSON | 0.99+ |
Ken | PERSON | 0.99+ |
December | DATE | 0.99+ |
Charna | PERSON | 0.99+ |
October 2019 | DATE | 0.99+ |
Mark | PERSON | 0.99+ |
September | DATE | 0.99+ |
Evotek | ORGANIZATION | 0.99+ |
10 | QUANTITY | 0.99+ |
IBM | ORGANIZATION | 0.99+ |
100 images | QUANTITY | 0.99+ |
1,000 images | QUANTITY | 0.99+ |
Silicon Valley | LOCATION | 0.99+ |
yesterday | DATE | 0.99+ |
US | LOCATION | 0.99+ |
ORGANIZATION | 0.99+ | |
Washington, D.C. | LOCATION | 0.99+ |
more than nine percent | QUANTITY | 0.99+ |
200,000 civilians | QUANTITY | 0.99+ |
iPhone | COMMERCIAL_ITEM | 0.99+ |
Star Trek | TITLE | 0.99+ |
10 companies | QUANTITY | 0.99+ |
Terminator 2 | TITLE | 0.99+ |
Juniper Networks | ORGANIZATION | 0.99+ |
12 | QUANTITY | 0.99+ |
30 different countries | QUANTITY | 0.99+ |
Textio | ORGANIZATION | 0.99+ |
ORGANIZATION | 0.99+ | |
NYPD | ORGANIZATION | 0.99+ |
20 | QUANTITY | 0.99+ |
The Matrix | TITLE | 0.99+ |
Hollywood | ORGANIZATION | 0.99+ |
Watson | PERSON | 0.99+ |
Star Wars | TITLE | 0.99+ |
Washington | LOCATION | 0.99+ |
200 different elections | QUANTITY | 0.99+ |
First question | QUANTITY | 0.99+ |
first | QUANTITY | 0.99+ |
FICO | ORGANIZATION | 0.99+ |
15 lines | QUANTITY | 0.99+ |
Johnson and Johnson | ORGANIZATION | 0.99+ |
Skynet | ORGANIZATION | 0.98+ |
18 | QUANTITY | 0.98+ |
first reaction | QUANTITY | 0.98+ |
one | QUANTITY | 0.98+ |
30 years | QUANTITY | 0.98+ |
one example | QUANTITY | 0.98+ |
both | QUANTITY | 0.98+ |
Western Digital Taking the Cloud to the Edge, Panel 2 | DataMakesPossible
>> They are disruptive technologies. And if you think about the disruption that's happening in business, with IoT, with OT, and with big data, you can't get anything more disruptive to the whole of the business chain as this particular area. It's an area that I focused on myself, asking the question, should everything go to the cloud? Is that the new future? Is 90% of the computing going to go to the cloud with just little mobile devices right on the edge? Felt wrong when I did the math on it, I did some examples of real-world environments, wind farms, et cetera, it clearly was not the right answer, things need to be near the edge. And I think one of the areas to me that solidified it was when you looked at an area like video. Huge amounts of data, real important decisions being made on the content of that video, for example, recognizing a face, a white hat or a black hat. If you look at the technology, sending that data somewhere to do that recognition just does not make sense. Where is it going? It's going actually into the camera itself, right next to the data, because that's where you have the raw data, that's where you have the maximum granularity of data, that's where you need to do the processing of which faces are which, right close to the edge itself, and then you can send the other data back up to the cloud, for example, to improve those algorithms within that camera, to do all that sort of work on the batch basis over time, that's what I was looking at, and looking at the cost justification for doing that sort of work. So today, we've got a set people here on the panel, and we want to talk about coming down one level to where IoT and IT are going to have to connect together. So on the panel I've got, I'm going to get these names really wrong, Sanjeev Kumar? >> Yes, that's right. >> From FogHorn, could you introduce yourself and what you're doing where the data is meeting the people and the machines? >> Sure, sure, so my name is Sanjeev Kumar, I actually run engineering for a company called FogHorn Systems, we are actually bringing analytics and machine learning to the edge, and, so our goal and motto is to take computing to where the data is, than the other way around. So it's a two-year-old company that started, was incubated in the hive, and we are in the process of getting our second release of the product out shortly. >> Excellent, so let me start at the other end, Rohan, can you talk about your company and what contribution you're focusing on? >> Sure, I'm head product marketing for Maana, Maana is a startup, about three years old, what we're doing is we're offering an enterprise platform for large enterprises, we're helping the likes of Shell and Maersk and Chevron digitally transform, and that simply means putting the focus on subject matter experts, putting the focus on the people, and data's definitely an important part of it, but allowing them to bring their expertise into the decision flows, so that ultimately the key decisions that are driving the revenue for these behemoths, are made at a higher quality and faster. >> Excellent. Well, two software companies, we have a practitioner here who is actually doing fog computing, doing it for real, has been doing it for some time, so could you like, Janet George from Western Digital, can you introduce yourself, and say something from the trenches, of what's really going on? >> Okay, very good, thank you. I actually build infrastructure for the edge to deal with fog computing, and so for Western Digital, we're very lucky, because we are the largest storage manufacture, and we have what we call Internet of Things, and Internet of Test Equipment, and I process petabytes of data that comes out of the Internet of Things, which is basically our factories, and then I take these petabytes of data, I process them both on the cloud and then on the edge, but primarily, to be able to consume that data. And the way we consume that data is by building very high-profile models through artificial intelligence and machine learning, and I'll talk a lot more about that, but at the end of the day, it's all about consuming the data that you collect from anywhere, Internet of Things, computer equipment, data that's being produced through products, you have to figure out a way to compute that, and the cloud has many advantages and many trade-offs, and so we're going to talk about the trade-offs, that's where the gap for computing comes into play. >> Excellent, thanks very much. And last but not least, we have Val, and I can never pronounce your surname. >> Bercovici. >> Thank you. (chuckling) You are in the midst of a transition yourself, so talk about where you have been and where you're going. >> For the better part of this century, I've been with NetApp, working at various functions, obviously enterprise storage, and around 2008, my developer instinct kind of fired up, and this thing called cloud became very interesting to me. So I became a self-anointed cloud czar at NetApp, and I ended up initiating a lot of our projects which we know today as the NetApp Data Fabric, that culminated about 18 months ago, in acquisition of SolidFire, and I'm now the acting CTO of SolidFire, but I plan to retire from the storage industry at the end of our fiscal year, at the end of April, and I'm spending a lot of time with particularly the Cloud Native Compute Foundation, that is, the opensource home of Google's Kubernetes Technology and about seven other related projects, we keep adding some almost every month, and I'm starting to lose track, and spending a lot of time on the data gravity challenge. It's a challenge in the cloud, it's a particularly new and interesting challenge at the edge, and I look forward to talking about that. >> Okay, and data gravity is absolutely key, isn't it, it's extremely expensive and extremely heavy to move around. >> And the best analogy is workloads are like electricity, they move fairly easily and lightly, data's like water, it's really hard to move, particularly large bodies around. >> Great. I want to start with one question though, just in the problem, the core problem, particularly in established industries, of how do we get change to work? In an IT shop, we have enough problems dealing with operations and development. In the industrial world, we have the IT and the OT, who look at each other with less than pleasure, and mainly disdain. How do we solve the people problem in trying to put together solutions? You must be right in the middle of it, would you like to start with that question? >> Absolutely, so we are 26 years old, probably more than that, but we have very old and new mix of manufacturing equipment, it's a storage industry, and in our storage industry, we are used to doing things a certain way. We have existing data, we have historical data, we have trend data, you can't get rid of what you already have. The goal is to make connectors such that you can move from where you're at to where you're going, and so you have to be able to take care of the shift that is happening in the market, so at the end of the day, if you look at five years from now, it's all going to be machine learning and AI, right? Agent technology's already here, it's proven, we can see, Siri is out here, we can see Alexa, we can see these agent technologies out there, so machine learning is a getting a lot of momentum, deep learning and neural networks, things like that. So we got to be able to look at that data and tap into our data, near realistically, very different, and the way to do that is really making these connections happen, tapping into old versus new. Like for example, if you look at storage, you have file storage, you have block storage, and then you have object storage, right? We've not really tapped into the field of object storage, and the reason is because if you are going to process one trillion objects like Amazon is doing right now with S3, you can't do it with the file system level storage or with the blog system level storage, you have to go to objects. Think Internet of Things. How many trillions of objects are going to come out of these Internet of Things? So one, you have to be positioned from an infrastructure standpoint. Two, you have to be positioned from a use case prototyping perspective, and three, you got to be able to scale that very rapidly, very quickly, and that's how change happens, change does not happen because you ask somebody to change their behavior, change happens when you show value, and people are so eager to get that value out of what you've shown them in real life, that they are so quick to adapt. >> That's an excellent-- >> If I could comment on that as well, which is, we just got through training a bunch of OT guys on our software, and two analogies that actually work very well, one is sort of, the operational people are very familiar with circuit diagrams, and so, and sort of, flow of things through essentially black boxes, you can think of these as something that has a bunch of inputs and has a bunch of outputs. So that's one thing that worked very well. The second thing that works very well is the PLC model, and there are direct analogies between PLC's and analytics, which people on the floor can actually relate to. So if you have software that's basically based on data streams and time, as a first-class citizen, the PLC model again works very well in terms of explaining the new software to the OT people. >> Excellent, okay, would you want to come in on that as well? >> Sure, I think a couple of points to add to what Janet said, I couldn't agree more in terms of the result, I think Maana did a few projects, a few pilots to convince customers of their value, and we typically focus very heavily on operationalizing the output, so we are very focused on making sure that there is some measurable value that comes out of it, and it's not until the end user started seeing that value that they were willing and open to adopt the newer methodologies. A second point to that is, a lot of the more recent techniques available to solve certain challenges, there are deep learning neural nets there's all sorts of sophisticated AI and machine learning algorithms that are out there, a lot of these are very sophisticated in their ability to deliver results, but not necessarily in the transparency of how you got that, and I think that's another thing that Maana's learning, is yes, we have this arsenal of fantastic algorithms to throw at problems, but we try to start with the simplest approach first, we don't unnecessarily try to brute force, because I think an enterprise, they are more than willing to have that transparency in how they're solving something, so if they're able to see how they were able to get to us, how the software was able to get to a certain conclusion, then they are a lot happier with that approach. >> Could you maybe just give one example, a real-world example, make it a little bit real? >> Right, absolutely, so we did a project for a very large organization for collections, they have a lot of outstanding capital locked up and customers not paying, it's a standard problem, you're going to find it in pretty much any industry, and so for that outstanding invoice, what we did was we went ahead and we worked with the subject matter experts, we looked at all the historical accounts receivable data, we took data from a lot of other sources, and we were able to come up with models to predict when certain customers are likely to pay, and when they should be contacted. Ultimately, what we wanted to give the collection agent were a list of customers to call. It was fairly straightforward, of course, the solution was not very, very easy, but at least on a holistic level, it made a lot of sense to us. When we went to the collection agents, many of them actually refused to use that approach, and this is part of change management in some sense, they were so used to doing things their way, they were so used to trying to target the customers with the largest outstanding invoice, or the ones that hadn't paid for the longest amount of time, that it actually took us a while, because initially, what the feedback we got was that your approach is not working, we're not seeing the results. And when we dug into it, it was because it wasn't being used, so that would be one example. >> So again, proof points that you will actually get results from this. >> Absolutely, and the transparency, I think we actually sent some of our engineers to work with the collections agents to help them understand what approach is it that we're taking, and we showed them that this is not magic, we're actually, instead of looking at the final dollar value, we're looking, we're calculating time value lost, so we are coming up with a metric that allows us to incorporate not just the outstanding amount, or the time that they haven't paid for, but a lot of other factors as well. >> Excellent, Val. >> When you asked that question, I immediately went to more of a nontechnical business side of my brain to answer it, so my experience over the years has been particularly during major industry transitions, I'm old enough to remember the mainframe to client server transition, and now client server to virtualization and cloud, and really, sales reps have that well-earned reputation of being coin-operated, though it's remarkable how much you can adjust compensation plans for pretty much anyone, in a capitalist environment, and the IT/OT divide, if you will, is pretty easy to solve from a business perspective when you take someone with an IT supporting the business mentality, and you compensate them on new revenue streams, new business, all of a sudden, the world perspective changes sometimes overnight, or certainly when that contract is signed. That's probably the number one thing you can do from a people perspective, is incent them and motivate them to focus on these new things, the technology is, particularly nowadays is evolving to support them for these new initiatives, but nothing motivates like the right compensation plan. >> Excellent, a great series of different viewpoints. So the second question I have again coming down a bit to this level, is how do we architect a solution? We heard you got to architect it, and you've got less, like this, it seems to me that that's pretty difficult to do ahead of where you're going, that in general, you take smaller steps, one step at a time, you solve one problem, you go on to the next. Am I right in that? If I am, how would you suggest the people go about this decision-making of putting architectures together, and if you think I'm wrong and you have a great new way of doing it, I'd love to hear about it. >> I can take a shorter route. So we have a number of customers that are trying to adopt, are going through a phased way of adopting our technology and products, and so it begins with first gathering of the data, and replaying it back, to build the first level of confidence, in the sense that the product is actually doing what you're expecting it to do. So that's more from monitoring administration standpoint. The second stage is you should begin to capture analytical logic into the project, where it can start doing prediction for you, so you go into, so from operational, you go into a predictive maintenance, predictive maintenance, predictive models standpoint. The third part is prescriptive, where you actually help create a machine learning model, now, it's still in flux in terms of where the model gets created, whether it's on the cloud, in a central fashion, or some sort of a, the right place, the right context in a multi-level hierarchical fog layer, and then, you sort of operationalize that as close to the data again as possible, so you go through this operational to predictive to prescriptive adoption of the technology, and that's how people actually build confidence in terms of adopting something new into, let's say, a manufacturing environment, or things that are pretty expensive, so I give you another example where you have the case of capacitors being built on a assembly line, manufacturing, and so how do you, can you look at data across different stations and manufacturing on a assembly line? And can you predict on the second station that it's going to fail on the eighth one? By that, what you're doing is you are actually reducing the scrap that's coming off of the assembly line. So, that's the kind of usage that you're going to in the second and third stage. >> Host: Excellent. Janet, do you want to go on? >> Yeah, I agree and I have a slightly different point of view also. I think architecture's very difficult, it's like Thomas Edison, he spent a lot of time creating negative knowledge to get to that positive knowledge, and so that's kind of the way it is in the trenches, we spend a lot of time trying to think through, the keyword that comes to mind is abstraction layers, because where we came from, everything was tightly coupled, and tightly coupled, computer and storage are tightly coupled, structured and unstructured data are tightly coupled, they're tightly coupled with the database, schema is tightly coupled, so now we are going into this world of everything being decoupled. In that, multiple things, multiple operating systems should be able to use your storage. Multiple models should be able to use your data. You cannot structure your data in any kind of way that is customized to one particular model. Many models have to run on that data on the fly, retrain itself, and then run again, so when you think about that, you think about what suits best to stay in the cloud, maybe large amounts of training data, schema that's already processed can stay on the cloud. Schema that is very dynamic, schema that is on the fly, that you need to read, and data that's coming at you from the Internet of Things that's changing, I call it heteroscedastic data, which is very statistical in nature, and highly variable in nature, you don't have time to sit there and create rows and columns and structure this data and put it into some sort of a structured set, you need to have a data lake, you need to have a stack on top of that data lake that can then adapt, create metadata, process that data and make it available for your models, so, and then over time, like I totally believe that now we're running into near realtime compute bottleneck, processing all this pattern processing for the different models and training sets, so we need a stack that we can quickly replace with GPUs, which is where the future is going, with pattern processing and machine learning, so your architecture has to be extremely flexible, high layers of abstraction, ability to train and grow and iterate. >> Excellent. Do you want to go next? >> So I'll be a broken record, back to data gravity, I think in an edge context, you really got to look at the cost of processing data is orders of magnitude less than moving it or even storing it, and so I think that the real urgency, I don't know, there's 90% that think of data at the edge is kind of wasted, you can filter through it and find that signal through the noise, so processing data to make sure that you're dealing with really good data at the edge first, figuring out what's worth retaining for future steps, I love the manufacturing example, I have lots of customer examples ourselves where, for quality control in a high-moving assembly line, you want to take thousands of not millions of images and compare frame and frame exactly according to the schematics where the device is compared to where it should be, or where the components, and the device compared to where they should be, processing all of that data locally and making sure you extract the maximum value before you move data to a central data lake to correlate it against other anomalies or other similarities, that's really key, so really focus on that cost of moving and storing data, yeah. >> Yes, do you want the last word? >> Sure, Maana takes an interesting approach, I'm going to up-level a little bit. Whenever we are faced with a customer or a particular problem for a customer, we try to go over the question-answer approach, so we start with taking a very specific business question, we don't look at what data sources are available, we don't ask them whether they have a data lake, or we literally get their business leaders, their subject matter experts, we literally lock them up in a room and we say, "You have to define "a very specific problem statement "from which we start working backwards," each problem statement can be then broken down into questions, and what we believe is any question can be answered by a series of models, you talked about models, we go beyond just data models, we believe anything in the real world, in the case of, let's say, manufacturing, since we're talking about it, any smallest component of a machine should be represented in the form of a concept, relationships between people operating that machinery should be represented in the form of models, and even physics equations that are going into predicting behavior should be able to represent in the form of a model, so ultimately, what that allows us is that granularity, that abstraction that you were talking about, that it shouldn't matter what the data source is, any model should be able to plug into any data source, or any more sophisticated bigger model, I'll give you an example of that, we started solving a problem of predictive maintenance for a very large customer, and while we were solving that predictive maintenance problem, we came up with a number of models to go ahead and solve that problem. We soon realized that within that enterprise, there are several related problems, for example, replacement of part inventory management, so now that you figured out which machine is going to fail at roughly what instance of time from now, we can also figure out what parts are likely to fail, so now you don't have to go ahead and order a ton of replacement parts, because you know what parts are going to likely fail, and then you can take that a step further by figuring out which equipment engineer has the skillset to go ahead and solve that particular issue. Now, all of that, in today's world, is somewhat happening in some companies, but it is actually a series of point solutions that are not talking to each other, that's where our pattern technology graph is coming into play where each and every model is actually a note on the graph including computational models, so once you build 10 models to solve that first problem, you can reuse some of them to solve the second and third, so it's a time-to-value advantage. >> Well, you've been a fantastic panel, I think these guys would like to get to a drink at the bar, and there's an opportunity to talk to you people, I think this conversation could go on for a long, long time, there's so much to learn and so much to share in this particular information. So with that, over to you! >> I'll just wrap it up real quick, thanks everyone, give the panel a hand, great job. Thanks for coming out, we have drinks for the next hour or two here, so feel free to network and mingle, great questions to ask them privately one-on-one, or just have a great conversation, and thanks for coming, we really appreciate it, for our Big Data SV Event livestreamed out, it'll be on demand on YouTube.com/siliconangle, all the video, if you want to go back, look at the presentations, go to YouTube.com/siliconangle, and of course, siliconangle.com, and Wikibond.com for the research and content coverage, so thanks for coming, one more time, big round of applause for the panel, enjoy your evening, thanks so much.
SUMMARY :
Is 90% of the computing going to go to the cloud of getting our second release of the product out shortly. and that simply means putting the focus so could you like, Janet George from Western Digital, consuming the data that you collect from anywhere, and I can never pronounce your surname. so talk about where you have been the acting CTO of SolidFire, but I plan to retire Okay, and data gravity is absolutely key, isn't it, And the best analogy is workloads are like electricity, would you like to start with that question? and the reason is because if you are going to process in terms of explaining the new software to the OT people. but not necessarily in the transparency of how you got that, and we were able to come up with models to predict So again, proof points that you will actually Absolutely, and the transparency, and the IT/OT divide, if you will, and if you think I'm wrong and you have a great new way and then, you sort of operationalize that Janet, do you want to go on? the keyword that comes to mind is abstraction layers, Do you want to go next? and the device compared to where they should be, and then you can take that a step further and there's an opportunity to talk to you people, all the video, if you want to go back,
SENTIMENT ANALYSIS :
ENTITIES
Entity | Category | Confidence |
---|---|---|
Janet George | PERSON | 0.99+ |
Janet | PERSON | 0.99+ |
Western Digital | ORGANIZATION | 0.99+ |
Cloud Native Compute Foundation | ORGANIZATION | 0.99+ |
90% | QUANTITY | 0.99+ |
10 models | QUANTITY | 0.99+ |
Amazon | ORGANIZATION | 0.99+ |
ORGANIZATION | 0.99+ | |
Shell | ORGANIZATION | 0.99+ |
Siri | TITLE | 0.99+ |
Sanjeev Kumar | PERSON | 0.99+ |
second | QUANTITY | 0.99+ |
Rohan | PERSON | 0.99+ |
one question | QUANTITY | 0.99+ |
Maana | ORGANIZATION | 0.99+ |
FogHorn Systems | ORGANIZATION | 0.99+ |
two analogies | QUANTITY | 0.99+ |
thousands | QUANTITY | 0.99+ |
Bercovici | PERSON | 0.99+ |
Thomas Edison | PERSON | 0.99+ |
second question | QUANTITY | 0.99+ |
second station | QUANTITY | 0.99+ |
SolidFire | ORGANIZATION | 0.99+ |
FogHorn | ORGANIZATION | 0.99+ |
third | QUANTITY | 0.99+ |
first | QUANTITY | 0.99+ |
third part | QUANTITY | 0.99+ |
today | DATE | 0.99+ |
second thing | QUANTITY | 0.98+ |
Two | QUANTITY | 0.98+ |
two-year-old | QUANTITY | 0.98+ |
one problem | QUANTITY | 0.98+ |
end of April | DATE | 0.98+ |
Alexa | TITLE | 0.98+ |
first problem | QUANTITY | 0.98+ |
one example | QUANTITY | 0.97+ |
three | QUANTITY | 0.97+ |
second release | QUANTITY | 0.97+ |
third stage | QUANTITY | 0.97+ |
second point | QUANTITY | 0.96+ |
one trillion objects | QUANTITY | 0.96+ |
second stage | QUANTITY | 0.96+ |
one | QUANTITY | 0.96+ |
one level | QUANTITY | 0.95+ |
two software companies | QUANTITY | 0.95+ |
NetApp Data Fabric | ORGANIZATION | 0.95+ |
each | QUANTITY | 0.95+ |
millions of images | QUANTITY | 0.95+ |
2008 | DATE | 0.95+ |
first level | QUANTITY | 0.95+ |
both | QUANTITY | 0.95+ |
eighth one | QUANTITY | 0.94+ |
S3 | TITLE | 0.93+ |
trillions of objects | QUANTITY | 0.92+ |
Wikibond.com | ORGANIZATION | 0.92+ |
each problem statement | QUANTITY | 0.92+ |
one thing | QUANTITY | 0.92+ |
one step | QUANTITY | 0.91+ |
Big Data SV Event | EVENT | 0.91+ |
siliconangle.com | OTHER | 0.91+ |
NetApp | ORGANIZATION | 0.91+ |
Maersk | ORGANIZATION | 0.9+ |
about three years old | QUANTITY | 0.89+ |
five years | QUANTITY | 0.89+ |
Maana | PERSON | 0.89+ |
about 18 months ago | DATE | 0.88+ |
26 years old | QUANTITY | 0.82+ |
one particular model | QUANTITY | 0.82+ |
Kubernetes Technology | ORGANIZATION | 0.82+ |
Val | PERSON | 0.82+ |
every | QUANTITY | 0.81+ |
Chevron | ORGANIZATION | 0.79+ |
Panel 2 | QUANTITY | 0.77+ |
seven other related projects | QUANTITY | 0.7+ |
next hour | DATE | 0.69+ |
to | TITLE | 0.66+ |
petabytes | QUANTITY | 0.64+ |
time | QUANTITY | 0.64+ |
two | QUANTITY | 0.63+ |
series of models | QUANTITY | 0.52+ |
Manoj Nair, Metallic.io & Dave Totten, Microsoft | Commvault Connections 2021
(lighthearted music) >> We're here now with Manoj Nair, who's the general manager of Metallic and Dave Totten CTO with Microsoft. And we're going to talk about some of the announcements that we heard earlier today and what Metallic and Microsoft are doing to meet customer needs around cyber threats and ensuring secure cloud data management. Gentlemen, welcome to theCUBE. Good to see you. >> Thanks Dave. >> Thank you. >> Hey Manoj, let me start with you. We heard early this morning, Dave Totten was here, David Noe, talk a lot about security. Has the conversation changed, how has it changed when you talk to customers, Manoj? What's top of mind. >> Yeah, thank you, Dave. And thank you, Dave Totten. You know, great conversation earlier. Dave, you and I have talked about this in the past, right? Security long a big passion of mine. You know, having lived through nation state attacks in the past and all that. We're seeing those kinds of techniques really just getting mainstream, right? Ransomware has become a mainstream problem in the scourge in our lives. Now, when you look at it from a lens of data and data management, data protection, backup, all of this was very much a passive you know, compliance centric use case. It was pretty static you know, put it in tapes, haul it all over. And what has really changed with this ransomware and cybercrime change rate is data, which is now your most precious asset, is under attack. So now you see security teams, just like you talked with Dave Martin, from ADP earlier, they are looking for that bridge between SecurityOps and ITOps. That data management solution needs to do more. It needs to be part of an active conversation, you know? Not just, you know, recovery readiness. Can you ensure that, are you testing that, is it recoverable? That is your last mile of defense. So then you get questions like that from security teams. You get you know, the need for doing more, signals. Can I get better signals from my data management stack to tell me I might be under attack? So what we're seeing in the conversation is the need to have more active conversations around data management and the bridge between ITOps and SecurityOps is really becoming paramount for our customers. >> Yeah, Dave Totten I mean, I often say that I think data protection used to be this bolt on. Now it's a fundamental component of the digital business stack. Anything you would add to what Manoj just said. >> Yeah, I would just say exactly that. Data is an asset, right? We talked about it a lot about the competitive advantage that customers are now realizing that no longer is IT considered sort of this cost center element. We need to be able to leverage our interactions with customers, with partners, with supply chains, with manufacturers, we need to be able to leverage that to sort of create differentiation and competitive advantage in the marketplace. And so if you think about it, as that way as the fuel for economic profitability and business growth, you would do everything in your power to secure it, to support it, to make sure you had access to it, to make sure that you didn't have you know, bad intent users accessing it. And I think we're seeing that shift with customers as they think more about how to be more efficient with their investments in information technology and then how just to make sure that they protect the lifeblood of their businesses. >> Yeah, and that just makes it harder because the adversary is very capable. They're coming in through the digital supply chain. So it's complicated. And so Dave and maybe Manoj, you can comment as well after, Microsoft and Commvault, you guys have been working together for decades and so you've seen a lot of the changes, a lot of the waves. So I'm curious as to how the partnership has evolved. You've got a recent strategic announcement around Azure with Metallic. Dave, take us through that. >> Yeah, I mean you know, Commvault and Microsoft aren't newlyweds, we've been together now for 25 plus years. We send each other anniversary gifts, all that good stuff. And you know, listen, there's a couple things that are key to our relationship. One, we started believing in each other's engineering organizations, right? We hire the best, we train and retain the best. And we both put a lot of investment behind our infrastructure and the ability to work together to really innovate at real time, rapid speeds. Two, we use Commvault products so you know, there's no greater I think, advantage that if a major supplier or platform partner like Microsoft uses your products. We've used it for years in our Xbox group to support and store the data for a hundred million XBox live users. And we're very avid with it with our data centers, our access to Azure data centers, our Microsoft office products. And so we use Commvault services as well. And through that mutual relationship you know, obviously Commvault has seen the ins and outs of what's great about our services and where we're continuing to build and invest. And so they've been able to really you know, dedicate a team of engineers and architects to support all that Azure as a platform, as a service can provide. And then how to take the best of those features and build it into their own first party products. I think when you get close enough to somebody for so many years right, 25 plus years, you figure out what they're great at and you learn to take those advantages like Commvault has with Microsoft and Azure and use it to your advantage, right? To build the best in class product that Metallic actually is. And you're right, the announcement this week it feels culminating, it feels like it's a major milestone in first off, industry innovation but also in our relationship. But it's really not that big of a step change from what we've been doing and building and innovating on for the past you know, 25 years. >> Yeah so Manoj, that's got to be music to your ears. Because you come at it with this rich data protection stack, Microsoft there's so many capabilities. One of the courses, which is Azure. It's like the secret weapon, it's become the secret weapon. How do you think about that relationship, Manoj? >> Absolutely Dave said it right. We are strong partners, 25 years, founding in Western Commvault, mutual customers, partnership. You know, really when you look at it from a customer lens, what our customers have appreciated, over the last year of that strengthening of that partnership basically the two pillars of Commvault the leader of data protection, or you know, for the last 25 years, 10 out of 10 in the Gartner MQ comes together with Azure, the enterprise secure cloud leader in creating Metallic. Metallic, now with 1,000 plus customers around the world, there's a reason they trust it. It's now become part of how they protect their Office 365. No workload left behind, which is very unique, you know? So what we have architected together and now we're taking it to the next phase, our joint partners, right? Our joint customers, that those are some of the things that are really changing in terms of how we're accelerating the partnership. >> Manoj, you and I have talked about ransomware a lot, we did a special segment a while back on that. The adversary is very capable. And you know, I put in the chat this morning, at Commvault Connections, you don't even need a high school diploma to be a ransomwarist. You can go on the dark web, you can buy ransomware as a service. All you need is access to a server and you can stick you know, some malware on it. So you know, it's very, very dangerous times. What is it about data management as a service that makes it a good fit right now from a customer perspective to solve this problem? >> Absolutely. Bad guys, real life, or in the cyber world, they have some techniques. First thing they do in a ransomware is you go after the exits. What are the exit doors? Now you back up data, they know that that backup data can be used to recover. So they go and try to defeat the backup products in that environment. That's number one game that changes with data management as a service. Your data management data protection environment is not inside your environment. Chances to do two simultaneous penetrations to try and anything is possible. But now you've got an additional layer of recovery readiness because that control plane secured on top of Microsoft, Azure, 3,500 security professionals, FedRAMP high standard only data management and service entity to get it. As one of our customers said, "A unicorn in the wild", that is what you have as your data management environment. So if something bad happens, worst case, this environment is ready. Our enterprise customers are starting to understand that this is becoming a big reason to shift to this model. You know, then it's okay if you're not ready to shift the entire model, you're given the easy button of just air gapping of your data. So if you're an existing Commvault customer, appliance, software, anything, secure air gap Metallic cloud storage on hardened Azure Blob protected jointly by us, start there. And finally things like active directory. Talk about shutting the exit path, right? Take that down, your entire environment is not accessible. We make it easy for you to recover that. And because of our partnership, we're able to get it for free to every one of our customers. Go protect your active directory environment using (speaks faintly) kind of three big reasons that we're seeing that entire conversation shift in the minds of our customers. >> Yeah, thank you for that. That's a no brainer. Dave, how do Metallic and Microsoft fit together? Where's the you know, kind of value chain if you will, when it comes to dealing with cyber protection or ransomware recovery, how are your customers thinking about that? >> Yeah well, first it's a shared responsibility model, right? When you've got the best in class platform like Azure with built in protections, scalable data centers all over the global footprint. But then also we spend 10 plus billion dollars a year in security and defense and our own data center environments, right? And so I always find it inspiring when companies believe that their investments in security and platform protection is going to do the job. That's true, that used to be true. Now with Azure, you can take advantage of this global scale and secure you know, footprint of investment that a company like Microsoft has done to really set your heart at ease. Now, what do you do with your actual applications and who has access to it, and how do you actually integrate like Manoj was talking about down to the individual or the individual account that's trying to get access to your environment? Well, that's where Commvault comes in at that point of attack or at that point of an actual data element. So if you've got that environment within Commvault system backed by the umbrella of the Azure security infrastructure, that's how the two sort of compliment each other. And again, it's about shared responsibility, right? We want every customer that leverages Azure to make sure that they know it's secure, it's protected. We've got a mechanism to protect your best interests. Commvault has that exact same mission statement, right? To make sure that every single element that comes into contact with their products is protected, is secure, is trustworthy. You know, I got a long lesson, long, long time ago, early in my career that says you can goof up a product feature, you can goof up the color scheme on a website but if you lose a customer's data or somebody trust, you never get it back. And so we don't take our relationships with customers very lightly. And I think our committed and joint responsibility to delight and support our customers is what has led to this partnership being so successful over the past couple of decades. >> Great, thank you, Dave. And so Manoj, I was saying earlier that data protection has become a fundamental component of your digital business stack. So that sounds good but what should customers be doing to make data protection and data management, a business value driver versus just a liability or exposure or cost factor that has to be managed? What do you think about that? >> No, and then David added earlier, right? It's no longer a liability. In fact it is you know, someone said data is the new oil, right? It is your crown jewels. You got to to start with thinking about an active data protection strategy, not you know, thinking about passive tools and looking at it in terms of a compliance or I need to keep the data around. So that's the number one part is like, how do I have something that protects all my workloads and everyone has a different pace of transformation. So unless you know, you're a company that just got created, you have environments that are on-prem, on the edge, in CoLOS, public cloud. You got you know, SaaS applications, all of those have a critical data that needs to come together. Look for breadth of data protection, something that doesn't leave your workloads behind. Siloed solutions, create a Swiss cheese that create light for the attackers to go after those gaps. You don't want to look for that, you know? And then finally trust. I mean you know, what are the pillars of trust that the solution is built on? You got to figure out how your teams can get to doing more productive things rather than patching systems. You know, making sure that the infrastructure is up. As Dave said you know, we invest a ton jointly in securing this infrastructure. Trust that and leverage that as a differentiator rather than trying to duplicate all of that. So those are some of the you know, key things. And you know, look for players who understand that hybrid is here, give you different entry points. Don't force you know, the single single mode of operation. Those are the things we have built to make it easier for our customers to have a more active data management strategy. >> Dave, Todd, I'll give you the last word we got to go but I want to hit on this notion of zero trust. It used to be a buzz word now it's mainstream. There's so much that this discussion, is it Prudentialist access? Every access is treated maybe as privileged but what does zero trust mean to you in less than a minute? >> Yeah you know, trust but verify, right? Every interaction you have with your infrastructure, with your data, with your applications and you do it at the identity level. We care about identity and we know that that's the core of how people are going to try and access infrastructure. Used to be protect the perimeter. The analogy I always use is we have locks on our houses. Now the bad guys are everywhere. They're getting inside our houses and they're not immediately taking things, they're hiding in the closet and they're popping out three weeks later before anybody knows it. And so being able to actually manage, measure, protect every interaction you have with your infrastructure and do it at the individual or application level, that's what zero trust is all about. So don't trust any interaction, make sure that you pass that authorization through with every ask. And then make sure you protect it from the inside out. >> Great stuff. Okay guys, we've got to leave it there. Thanks so much for the time today. All right next, right after a short break, we're headed into the CXL Power Panel to hear what's on the minds of the executives as it relates to data management in the digital era. Keep it right there, you're watching theCUBE. (lighthearted music)
SUMMARY :
Good to see you. when you talk to customers, Manoj? You get you know, the need of the digital business stack. to make sure that you Microsoft and Commvault, you able to really you know, to be music to your ears. or you know, for the last You can go on the dark web, you can buy that is what you have as your Where's the you know, kind and secure you know, that has to be managed? And you know, look for to you in less than a minute? make sure that you pass minds of the executives
SENTIMENT ANALYSIS :
ENTITIES
Entity | Category | Confidence |
---|---|---|
Dave | PERSON | 0.99+ |
David | PERSON | 0.99+ |
Dave Totten | PERSON | 0.99+ |
Microsoft | ORGANIZATION | 0.99+ |
David Noe | PERSON | 0.99+ |
Dave Martin | PERSON | 0.99+ |
10 | QUANTITY | 0.99+ |
25 plus years | QUANTITY | 0.99+ |
Metallic | ORGANIZATION | 0.99+ |
Todd | PERSON | 0.99+ |
Manoj | PERSON | 0.99+ |
25 years | QUANTITY | 0.99+ |
Manoj Nair | PERSON | 0.99+ |
25 plus years | QUANTITY | 0.99+ |
Two | QUANTITY | 0.99+ |
one | QUANTITY | 0.99+ |
ADP | ORGANIZATION | 0.99+ |
two | QUANTITY | 0.99+ |
today | DATE | 0.99+ |
Commvault Connections | ORGANIZATION | 0.99+ |
Office 365 | TITLE | 0.99+ |
One | QUANTITY | 0.99+ |
less than a minute | QUANTITY | 0.99+ |
1,000 plus customers | QUANTITY | 0.99+ |
Commvault | ORGANIZATION | 0.99+ |
three weeks later | DATE | 0.98+ |
two pillars | QUANTITY | 0.98+ |
both | QUANTITY | 0.98+ |
XBox | COMMERCIAL_ITEM | 0.98+ |
Metallic.io | ORGANIZATION | 0.97+ |
3,500 security professionals | QUANTITY | 0.97+ |
early this morning | DATE | 0.95+ |
last year | DATE | 0.95+ |
single | QUANTITY | 0.95+ |
2021 | DATE | 0.95+ |
hundred million | QUANTITY | 0.94+ |
first | QUANTITY | 0.94+ |
Azure | ORGANIZATION | 0.94+ |
Azure | TITLE | 0.93+ |
10 plus billion dollars a year | QUANTITY | 0.93+ |
SecurityOps | TITLE | 0.93+ |
Manoj | ORGANIZATION | 0.93+ |
past couple of decades | DATE | 0.92+ |
this week | DATE | 0.92+ |
zero trust | QUANTITY | 0.91+ |
Gartner MQ | ORGANIZATION | 0.9+ |
decades | QUANTITY | 0.9+ |
Xbox | COMMERCIAL_ITEM | 0.9+ |
three big reasons | QUANTITY | 0.9+ |
FedRAMP | ORGANIZATION | 0.88+ |
this morning | DATE | 0.86+ |
Western | LOCATION | 0.85+ |
Danielle Cook & John Forman | KubeCon CloudNativeCon NA 2021
>>I want to welcome back to the cubes coverage. We're here at another event in person I'm John furrier, host of the cube. We've got to CNCF coop con cloud native con for in-person 2021. And we're back. It's a hybrid event and we're streaming lives on all channels, as well as all the folks watching a great guest kicking off the show here from the co-chairs from cataract coast. Is that right? Danielle Cook. Who's the vice president at Fairwinds and John Foreman director at Accenture. Thanks for coming on your co-chair. Your third co-chair is not here, but you guys are here to talk about the cloud maturity model. Pretty mature funding is flowing tons of announcements. We're going to have a startup on $200 million. They're announcing in funding and observability of all of all hot spaces. Um, so the maturity is it's the journey in the cloud native space now is crossed over to mainstream. That's the we've been telling that story for a couple of years. Now, you guys have been working on this. Tell us about the cloud maturity model you guys worked on. >>So we got together earlier this year because we, um, four of us had been working on maturity models. So Simon Forester, who is one of the co-chairs, who isn't here, he had worked on a maturity model that looked at your legacy journey, all the way to cloud native, um, myself, I had been part of the Fairwinds team working on the Kubernetes maturity model. So, and then, um, we have Robbie, who's not here. And John Foreman, who we all got together, they had worked on a maturity model and we put it together and I've been working since February to go, what is cloud native maturity and what are the stages you need to go through to achieve maturity. So put this together and now we have this great model that people can use to take them from. I have no idea what cloud native is to the steps they can take to actually be a mature organization. >>And, you know, you've made it when you have a book here. So just hold that up to the camera real quick. So you can see it. It's very much in spirit of the community, but in all seriousness, it book's great, but this is a real need. What was the pain point? What was jumping out at you guys on the problem? Was it just where people like trying to get more cloud native, they want to go move faster. It was a confusing, what were the problems you solve in? >>Well, and if anything is, if we start at the beginning, right, there was during the cloud journey DevSecOps and the Kootenays being a thing that then there's journeys to DevSecOps tributaries as well. But everything is leading to cloud native. It's about the journey to cloud native. So everybody, you know, we're taught to go John, the ecosystem's an eyesore man. If I look at, you know, landscape, >>The whole map I >>Need, it's just like in trend map, it's just so confusing what we do. So every time we go to, I revert the wheel and I get them from zero to hero. So we just put together a model instead that we can re reuse yeah. As a good reference architecture. So from that is a primary, how we built because the native trademark you have with us today. So it's a five scale model from one to five what's twice today, or how to, to, you know, what our job is getting to a five where they could optimize a really rocket rolling. >>You know, it's interesting. I love these inflection points and, you know, being a student of history and the tech business there's moments where things are the new thing, and they're really truly new things like first-time operationalized dev ops. I mean the hardcore dev ops or early adopters we've been doing that, you know, we know that, but now mainstream, like, okay, this is a real disruption in a positive way. So the transformation is happening and it's new, new roles, new, new workflows, new, uh, team formations. So there's a, it's complicated in the sense of getting it up and running so I can see the need. How can you guys share your data on where people are? Because now you have more data coming in, you have more people doing dev ops, more cloud native development, and you mentioned security shepherds shifting left. Where's the data tell you, is it, as you said, people are more like a two or more. What's the, what's the data say? >>So we've had, so part of pulling this model together was your experience at Accenture, helping clients, the Fairwinds, um, experience, helping people manage Kubernetes. And so it's from out dozens of clusters that people have managed going, okay, where are people? And they don't even know where they are. So if we provide the guidelines from them, they can read it and go, oh, I am at about two. So the data is actually anecdotal from our experiences at our different companies. Um, but we, you know, we we've made it so that you can self identify, but we've also recognized that you might be at stage two for one application, but five for another application. So just because you're on this journey, doesn't mean everything is in, >>It's not boiler plate. It's really unique to every enterprise because they everyone's different >>Journey. Put you in journey with these things. A big part of this also torn apart one to five, your clients wants to in denial, you know? So, so Mr. CX level, you are level two. We are not, there's no way we would deal with this stuff for years. You've got to be a five. No, sorry. You're too. >>So >>There's use denial also about this. People think they do a cloud-native director rolling, and I'm looking at what they're doing and go, okay, do you do workups security? And they go, what's that? I go, exactly. So we really need to peel back the onion, start from seed year out and we need to be >>All right. So I want to ask more about the, um, the process and how that relates to the themes are involved. What are some of the themes around the maturity model that you guys can share that you see that people can look at and say, how do I self identify? What's the process will come to expect? >>Well, one of the things we did when we were putting it together was we realized that there were themes coming out amongst the maturity model itself. So we realized there's a whole people layer. There's a whole policy layer process and technology. So this maturity model does not just look at, Hey, this is the tech you need to do. It looks at how you introduce cloud native to your organization. How do you take the people along with it? What policies you need to put in place the process. So we did that first and foremost, but one of the things that was super important to all of us was that security was ever present throughout it. Because as everything is shifting left, you need to be looking at security from day one and considering how it's going to happen and roll out from your developers all the way to your compliance people. Um, it's super important. And one of the themes throughout. >>So, so it would be safe to say, then that security was a catalyst for the maturity models because you gotta be mature. I mean, security, you don't fool around security. >>About the last year when I created the program for, since I worked with Cheryl Holland, from CCF, we put together the community certification, her special program. I saw a need where security was a big gap in communities. Nobody knew anything about it. They wanted to use the old rack and stack ways of doing it. They wanted to use their tray micro tombs from yesteryear, and that doesn't work anymore. You need a new set of tools for Kubernetes. It's the upgrade system. It's different way of doing things. So that knowledge is critical. So I think you're part of this again, on this journey was getting certifications out there for people to understand how to do better. Now, the next phase of that now it's how do we put all these pieces together and built this roadmap? >>Well, it's a great group. You guys have the working groups hard to pronounce the name, but, uh, it's a great effort because one of the things I'm hearing and we've been reporting this one, the Cubans looking angle is the modern software developers want speed, and they don't want to wait for the old slow groups now and security, and it are viewed as blockers and like slow things down. And so you start to see a trend where those groups could provide policy and then start putting, feeding up, uh, data models that allow the developers in real time to do their coding, to shift left and to be efficient and move on and code not be waiting for weeks or days >>Comes to play. So today is the age of Caleb's right now, get up this emerging we're only to have now where everything is code policies, code, securities, code policies, cookie figures, code. That is the place for, and then again, walk a fusion more need for a cargo office. >>Okay. What's your thoughts on that? >>So I think what's really important is enabling service ownership, right? You need the developers to be able to do security, see policy, see it live and make sure that, you know, you're not your configuration, isn't stopping the build or getting into production. So, you know, we made sure that was part of the maturity model. Like you need to be looking continuous scanning throughout checking security checking policy. What is your process? Um, and we, you know, we made that ever present so that the developers are the ones who are making sure that you're getting to Kubernetes, you're getting to cloud native and you're doing it. >>Well, the folks watching, if you don't know the cloud native landscape slide, that ecosystem slide, it's getting bigger and bigger. There's more new things emerging. You see role of software abstractions coming in, automation and AI are coming in. So it makes it very challenging if you want to jump right in lifting and shifting to the clouds, really easy check, been there, done that, but companies want to refactor their applications, not just replatform refactoring means completely taking advantage of these higher level services. So, so it's going to be hard to navigate. So I guess with all that being said, what you guys advice to people who are saying, I need the navigation. I need to have the blueprint. What do I do? How do I get involved? And how do I leverage this? >>We want people to, you can go on to get hub and check out our group and read the maturity model. You can understand it, self identify where you're at, but we want people to get involved as well. So if they're seeing something that like, actually this needs to be adjusted slightly, please join the group. The cardiograph is group. Um, you can also get copies of our book available on the show. So if you, um, if you know, you can read it and it takes you line by line in a really playful way as to where you should be at in the maturity model. >>And on top of that, if you come Thursday was Sonia book. And of course, a lot of money, one day, I promise >>You guys are good. I gotta ask, you know, the final question is like more and more, just more personal commentary. If you don't mind, as teams start to change, this is obviously causing a lot of positive transformation if done, right? So the roles and the teams are starting to change. Hearing SRS are now not just the dev ops guys provisioning they're part of the, of the scale piece, the developers shifting left, new kind of workflows, the role of certain engineers and developers now, new team formations. Why were you guys seeing that evolve? Is there any trends that you see around how people are reconfiguring their team makeup? >>I think a lot of things is going to a single panic last tonight, where I'm taking dev and ops and putting them one panel where I can see everything going on in my environment, which is very critical. So right now we're seeing a pre-training where every client wants to be able to have the holy grail of a secret credit class to drive to that. But for you to get there, there's a lot of work you've got to do overnight that will not happen. And that's where this maturity model, I think again, will enhance that ability to do that. >>There's a cultural shift happening. I mean, people are changing there's new skillsets and you know, obviously there's a lot of people who don't have the skill. So it's super important that people work with Kubernetes, get certified, use the maturity model to help them know what skills they need. >>And it's a living document too. It's not, I mean, a book and I was living book. It's going to evolve. Uh, what areas you think are going to come next? So you guys have to predict if you had to see kind of where the pieces are going. Uh, obviously with cloud, everything's getting, you know, more Lego blocks to play with more coolness you have in the, in this world. What's coming next with Sue. Do you guys see any, any, uh, forecasts or >>We're working with each one of the tag groups within the CNCF to help us build it out and come up with what is next based on their expertise in the area. So we'll see lots more coming. Um, and we hope that the maturity grows and because of something that everybody relies on and that they can use alongside the landscape and the trail map. And, um, >>It's super valuable. I think you guys need a plug for any people want to, how they join. If I want to get involved, how do I, what do I do? >>Um, you can join the Carter Garfish group. You can check us out on, get hub and see all the information there. Um, we have a slack channel within the CNCF and we have calls every other Tuesday that people can see the pools. >>Awesome. Congratulations, we'll need it. And super important as people want to navigate and start building out, you know, you've got to edge right around the corner there it's happening real fast. Data's at the edge. You got cloud at the edge. Azure, AWS, Google. I mean, they're pushing really hardcore 5g, lot changes. >>Everybody wants to cloud today. Now one client is, one is more cloud. At least both the cloud is comfortable playing everywhere. One pump wife had DevOps. >>It's distributed computing back in the modern era. Thank you so much for coming on the keep appreciating. Okay. I'm Jennifer here for cube con cloud native con 2021 in person. It's a hybrid event. We're here live on the floor show floor, bringing you all the coverage. Thanks for watching station all day. Next three days here in Los Angeles. Thanks for watching. >>Thank you.
SUMMARY :
but you guys are here to talk about the cloud maturity model. are the stages you need to go through to achieve maturity. So you can see it. It's about the journey to cloud native. So from that is a primary, how we built because the native trademark you have with us I mean the hardcore dev ops or early adopters we've been doing that, you know, So the data is actually anecdotal from our It's not boiler plate. so Mr. CX level, you are level two. and I'm looking at what they're doing and go, okay, do you do workups security? What are some of the themes around the maturity model that you guys can share that you see that people can look at and say, So this maturity model does not just look at, Hey, this is the tech you need to I mean, security, you don't fool around security. Now, the next phase of that now it's how do we put all these pieces together and built this roadmap? And so you start to see a trend where those groups could provide policy and then start putting, feeding up, So today is the age of Caleb's right now, get up this emerging we're only to have now where everything Um, and we, you know, we made that ever present so that the developers So I guess with all that being said, what you guys advice to We want people to, you can go on to get hub and check out our group and read the maturity And on top of that, if you come Thursday was Sonia book. So the roles and the teams are starting to change. But for you to get there, there's a lot of work you've got to do overnight that will not happen. new skillsets and you know, obviously there's a lot of people who don't have the skill. So you guys have to predict if you had to see kind of where the pieces are going. landscape and the trail map. I think you guys need a plug for any people want to, how they join. Um, you can join the Carter Garfish group. you know, you've got to edge right around the corner there it's happening real fast. At least both the cloud is comfortable playing everywhere. We're here live on the floor show floor, bringing you all the coverage.
SENTIMENT ANALYSIS :
ENTITIES
Entity | Category | Confidence |
---|---|---|
Danielle Cook | PERSON | 0.99+ |
John Foreman | PERSON | 0.99+ |
Simon Forester | PERSON | 0.99+ |
Cheryl Holland | PERSON | 0.99+ |
Robbie | PERSON | 0.99+ |
Jennifer | PERSON | 0.99+ |
John Forman | PERSON | 0.99+ |
$200 million | QUANTITY | 0.99+ |
Caleb | PERSON | 0.99+ |
Los Angeles | LOCATION | 0.99+ |
Tuesday | DATE | 0.99+ |
Accenture | ORGANIZATION | 0.99+ |
five | QUANTITY | 0.99+ |
twice | QUANTITY | 0.99+ |
AWS | ORGANIZATION | 0.99+ |
Thursday | DATE | 0.99+ |
Fairwinds | ORGANIZATION | 0.99+ |
four | QUANTITY | 0.99+ |
Sue | PERSON | 0.99+ |
one | QUANTITY | 0.99+ |
February | DATE | 0.99+ |
John furrier | PERSON | 0.99+ |
ORGANIZATION | 0.99+ | |
today | DATE | 0.99+ |
last year | DATE | 0.99+ |
CX | PERSON | 0.99+ |
KubeCon | EVENT | 0.98+ |
both | QUANTITY | 0.98+ |
Sonia | PERSON | 0.98+ |
one client | QUANTITY | 0.97+ |
first | QUANTITY | 0.97+ |
John | PERSON | 0.96+ |
third co-chair | QUANTITY | 0.96+ |
DevOps | TITLE | 0.96+ |
earlier this year | DATE | 0.96+ |
DevSecOps | TITLE | 0.96+ |
one application | QUANTITY | 0.95+ |
two | QUANTITY | 0.94+ |
one panel | QUANTITY | 0.94+ |
Cubans | PERSON | 0.94+ |
one day | QUANTITY | 0.93+ |
single panic | QUANTITY | 0.92+ |
2021 | DATE | 0.91+ |
five scale | QUANTITY | 0.9+ |
each one | QUANTITY | 0.9+ |
dozens | QUANTITY | 0.9+ |
three days | QUANTITY | 0.89+ |
Carter Garfish | ORGANIZATION | 0.84+ |
One pump | QUANTITY | 0.84+ |
Azure | ORGANIZATION | 0.84+ |
day one | QUANTITY | 0.83+ |
CloudNativeCon | EVENT | 0.83+ |
about two | QUANTITY | 0.82+ |
CCF | ORGANIZATION | 0.79+ |
cataract coast | LOCATION | 0.78+ |
level two | QUANTITY | 0.77+ |
Lego | ORGANIZATION | 0.77+ |
last tonight | DATE | 0.77+ |
Kubernetes | TITLE | 0.76+ |
CNCF | ORGANIZATION | 0.74+ |
NA 2021 | EVENT | 0.72+ |
one of | QUANTITY | 0.72+ |
of years | QUANTITY | 0.69+ |
CNCF coop con | EVENT | 0.67+ |
native | EVENT | 0.66+ |
Kubernetes | ORGANIZATION | 0.65+ |
stage two | QUANTITY | 0.64+ |
Kootenays | ORGANIZATION | 0.63+ |
things | QUANTITY | 0.63+ |
clusters | QUANTITY | 0.55+ |
zero | QUANTITY | 0.51+ |
cloud native | COMMERCIAL_ITEM | 0.39+ |
con 2021 | EVENT | 0.38+ |
Data Cloud Catalysts - Women in Tech | Snowflake Data Cloud Summit
>> Hi and welcome to Data Cloud catalyst Women in Tech Round Table Panel discussion. I am so excited to have three fantastic female executives with me today, who have been driving transformations through data throughout their entire career. With me today is Lisa Davis, SVP and CIO OF Blue shield of California. We also have Nishita Henry who is the Chief Innovation Officer at Deloitte and Teresa Briggs who is on a variety of board of directors including our very own Snowflake. Welcome ladies. >> Thank you. >> So I am just going to dive right in, you all have really amazing careers and resumes behind you, am really curious throughout your career, how have you seen the use of data evolve throughout your career and Lisa am going to start with you. >> Thank you, having been in technology my entire career, technology and data has really evolved from being the province of a few in an organization to frankly being critical to everyone's business outcomes. Now every business leader really needs to embrace data analytics and technology. We've been talking about digital transformation, probably the last five, seven years, we've all talked about, disrupt or be disrupted, At the core of that digital transformation is the use of data. Data and analytics that we derive insights from and actually improve our decision making by driving a differentiated experience and capability into market. So data has involved as being I would say almost tactical, in some sense over my technology career to really being a strategic asset of what we leverage personally in our own careers, but also what we must leverage as companies to drive a differentiated capability to experience and remain relative in the market today. >> Nishita curious your take on, how you have seen data evolve? >> Yeah, I agree with Lisa, it has definitely become a the lifeblood of every business, right? It used to be that there were a few companies in the business of technology, every business is now a technology business. Every business is a data business, it is the way that they go to market, shape the market and serve their clients. Whether you're in construction, whether you're in retail, whether you're in healthcare doesn't matter, right? Data is necessary for every business to survive and thrive. And I remember at the beginning of my career, data was always important, but it was about storing data, it was about giving people individual reports, it was about supplying that data to one person or one business unit in silos. And it then evolved right over the course of time into integrating data into saying, alright, how does one piece of data correlate to the other and how can I get insights out of that data? Now, its gone to the point of how do I use that data to predict the future? How do I use that data to automate the future? How do I use that data not just for humans to make decisions, but for other machines to make decisions, right? Which is a big leap and a big change in how we use data, how we analyze data and how we use it for insights and involving our businesses. >> Yeah its really changed so tremendously just in the past five years, its amazing. So Teresa we've talked a lot about the Data Cloud, where do you think we are heading with that and also how can future leaders really guide their careers in data especially in those jobs where we don't traditionally think of them in the data science space? Teresa your thoughts on that. >> Yeah, well since I'm on the Snowflake Board, I'll talk a little bit about the Snowflake Data Cloud, we're getting your company's data out of the silos that exist all over your organization. We're bringing third party data in to combine with your own data and we're wrapping a governance structure around it and feeding it out to your employees so they can get their jobs done, as simple as that. I think we've all seen the pandemic accelerate the digitization of our work. And if you ever doubted that the future of work is here, it is here and companies are scrambling to catch up by providing the right amount of data, collaboration tools, workflow tools for their workers to get their jobs done. Now, it used to be as prior people have mentioned that in order to work with data you had to be a data scientist, but I was an auditor back in the day we used to work on 16 column spreadsheets. And now if you're an accounting major coming out of college joining an auditing firm, you have to be tech and data savvy because you're going to be extracting, manipulating, analyzing and auditing data, that massive amounts of data that sit in your clients IT systems. I'm on the board of Warby Parker, and you might think that their most valuable asset is their amazing frame collection, but it's actually their data, their 360 degree view of the customer. And so if you're a merchant, or you're in strategy, or marketing or talent or the Co-CEO, you're using data every day in your work. And so I think it's going to become a ubiquitous skill that any anyone who's a knowledge worker has to be able to work with data. >> Yeah I think its just going to be organic to every role going forward in the industry. So, Lisa curious about your thoughts about Data Cloud, the future of it and how people can really leverage it in their jobs for future leaders. >> Yeah, absolutely most enterprises today are, I would say, hybrid multicloud enterprises. What does that mean? That means that we have data sitting on-prem, we have data sitting in public clouds through software as a service applications. We have a data everywhere. Most enterprises have data everywhere, certainly those that have owned infrastructure or weren't born on the web. One of the areas that I love that Data Cloud is addressing is area around data portability and mobility. Because I have data sitting in various locations through my enterprise, how do I aggregate that data to really drive meaningful insights out of that data to drive better business outcomes? And at Blue Shield of California, one of our key initiatives is what we call an Experienced Cube. What does that mean? That means how do I drive transparency of data between providers, members and payers? So that not only do I reduce overhead on providers and provide them a better experience, our hospital systems are doctors, but ultimately, how do we have the member have it their power of their fingertips the value of their data holistically, so that we're making better decisions about their health care. One of the things Teresa was talking about, was the use of this data and I would drive to data democratization. We got to put the power of data into the hands of everyone, not just data scientists, yes we need those data scientists to help us build AI models to really drive and tackle these tough old, tougher challenges and business problems that we may have in our environments. But everybody in the company both on the IT side, both on the business side, really need to understand of how do we become a data insights driven enterprise, put the power of the data into everyone's hands so that we can accelerate capabilities, right? And leverage that data to ultimately drive better business results. So as a leader, as a technology leader, part of our responsibility, our leadership is to help our companies do that. And that's really one of the exciting things that I'm doing in my role now at Blue Shield of California. >> Yeah its really, really exciting time. I want to shift gears a little bit and focus on women in Tech. So I think in the past five to ten years there has been a lot of headway in this space but the truth is women are still under represented in the tech space. So what can we do to attract more women into technology quite honestly. So Nishita curious what your thoughts are on that? >> Great question and I am so passionate about this for a lot of reasons, not the least of which is I have two daughters of my own and I know how important it is for women and young girls to actually start early in their love for technology and data and all things digital, right? So I think it's one very important to start early started early education, building confidence of young girls that they can do this, showing them role models. We at Deloitte just partnered with LV Engineer to actually make comic books centered around young girls and boys in the early elementary age to talk about how heroes in tech solve everyday problems. And so really helping to get people's minds around tech is not just in the back office coding on a computer, tech is about solving problems together that help us as citizens, as customers, right? And as humanity, so I think that's important. I also think we have to expand that definition of tech, as we just said it's not just about right, database design, It's not just about Java and Python coding, it's about design, it's about the human machine interfaces, it's about how do you use it to solve real problems and getting people to think in that kind of mindset makes it more attractive and exciting. And lastly, I'd say look we have a absolute imperative to get a diverse population of people, not just women, but minorities, those with other types of backgrounds, disabilities, et cetera involved because this data is being used to drive decision making in all involved, right, and how that data makes decisions, it can lead to unnatural biases that no one intended but can happen just 'cause we haven't involved a diverse enough group of people around it. >> Absolutely, lisa curious about your thoughts on this. >> I agree with everything Nishita said, I've been passionate about this area, I think it starts with first we need more role models, we need more role models as women in these leadership roles throughout various sectors. And it really is it starts with us and helping to pull other women forward. So I think certainly it's part of my responsibility, I think all of us as female executives that if you have a seat at the table to leverage that seat at the table to drive change, to bring more women forward more diversity forward into the boardroom and into our executive suites. I also want to touch on a point Nishita made about women we're the largest consumer group in the company yet we're consumers but we're not builders. This is why it's so important that we start changing that perception of what tech is and I agree that it starts with our young girls, we know the data shows that we lose our like young girls by middle school, very heavy peer pressure, it's not so cool to be smart, or do robotics, or be good at math and science, we start losing our girls in middle school. So they're not prepared when they go to high school, and they're not taking those classes in order to major in these STEM fields in college. So we have to start the pipeline early with our girls. And then I also think it's a measure of what your boards are doing, what is the executive leadership in your goals around diversity and inclusion? How do we invite more diverse population to the decision making table? So it's really a combination of efforts. One of the things that certainly is concerning to me is during this pandemic, I think we're losing one in four women in the workforce now because of all the demands that our families are having to navigate through this pandemic. The last statistic I saw in the last four months is we've lost 850,000 women in the workforce. This pipeline is critical to making that change in these leadership positions. >> Yeah its really a critical time and now we are coming to the end of this conversation I want to ask you Teresa what would be a call to action to everyone listening both men and women since its to be solved by everyone to address the gender gap in the industry? >> I'd encourage each of you to become an active sponsor. Research shows that women and minorities are less likely to be sponsored than white men. Sponsorship is a much more active form than mentorship. Sponsorship involves helping someone identify career opportunities and actively advocating for them and those roles opening your network, giving very candid feedback. And we need men to participate too, there are not enough women in tech to pull forward and sponsor the high potential women that are in our pipelines. And so we need you to be part of the solution. >> Nishita real quickly what would be your call to action to everyone? >> I'd say look around your teams, see who's on them and make deliberate decisions about diversifying those teams, as positions open up, make sure that you have a diverse set of candidates, make sure that there are women that are part to that team and make sure that you are actually hiring and putting people into positions based on potential not just experience. >> And real quickly Lisa, we'll close it out with you what would your call to action be? >> Wow, it's hard to what Nishita and what Tricia shared I think we're very powerful actions. I think it starts with us. Taking action at our own table, making sure you're driving diverse panels and hiring setting goals for the company, having your board engaged and holding us accountable and driving to those goals will help us all see a better outcome with more women at the executive table and diverse populations. >> Great advice and great action for all of us to take. Thank you all so much for spending time with me today and talking about this really important issue, I really appreciate it. Stay with us.
SUMMARY :
I am so excited to have three fantastic So I am just going to dive right in, and remain relative in the market today. that data to one person in the data science space? and feeding it out to your employees just going to be organic And leverage that data to ultimately So I think in the past five to ten years and boys in the early elementary age about your thoughts on this. that our families are having to navigate and sponsor the high potential women that are part to that team Wow, it's hard to what Nishita and talking about this
SENTIMENT ANALYSIS :
ENTITIES
Entity | Category | Confidence |
---|---|---|
Tricia | PERSON | 0.99+ |
Lisa | PERSON | 0.99+ |
Nishita | PERSON | 0.99+ |
Deloitte | ORGANIZATION | 0.99+ |
Lisa Davis | PERSON | 0.99+ |
Teresa | PERSON | 0.99+ |
Teresa Briggs | PERSON | 0.99+ |
Nishita Henry | PERSON | 0.99+ |
360 degree | QUANTITY | 0.99+ |
one person | QUANTITY | 0.99+ |
Java | TITLE | 0.99+ |
two daughters | QUANTITY | 0.99+ |
Snowflake Board | ORGANIZATION | 0.99+ |
today | DATE | 0.99+ |
One | QUANTITY | 0.99+ |
Python | TITLE | 0.99+ |
one | QUANTITY | 0.99+ |
Blue shield | ORGANIZATION | 0.99+ |
one piece | QUANTITY | 0.99+ |
both | QUANTITY | 0.98+ |
850,000 women | QUANTITY | 0.98+ |
Blue Shield | ORGANIZATION | 0.98+ |
California | LOCATION | 0.98+ |
Snowflake Data Cloud Summit | EVENT | 0.98+ |
Warby Parker | ORGANIZATION | 0.97+ |
pandemic | EVENT | 0.97+ |
each | QUANTITY | 0.96+ |
one business unit | QUANTITY | 0.95+ |
first | QUANTITY | 0.93+ |
four women | QUANTITY | 0.93+ |
ten years | QUANTITY | 0.91+ |
seven years | QUANTITY | 0.91+ |
LV Engineer | ORGANIZATION | 0.89+ |
last four months | DATE | 0.88+ |
past five years | DATE | 0.83+ |
Women in Tech Round Table Panel | EVENT | 0.81+ |
16 column spreadsheets | QUANTITY | 0.8+ |
Data Cloud | EVENT | 0.78+ |
Data Cloud | ORGANIZATION | 0.77+ |
three fantastic female executives | QUANTITY | 0.77+ |
Experienced Cube | ORGANIZATION | 0.74+ |
SVP | PERSON | 0.67+ |
five | QUANTITY | 0.64+ |
past | DATE | 0.61+ |
Snowflake Data Cloud | ORGANIZATION | 0.57+ |
Data | TITLE | 0.53+ |
lisa | PERSON | 0.51+ |
last five | DATE | 0.51+ |
Snowflake | ORGANIZATION | 0.5+ |
Cloud | ORGANIZATION | 0.49+ |
BizOps Panel, BizOps Manifesto Unveiled Panel
>>from around the globe. It's the Cube with digital coverage of biz ops Manifesto unveiled Brought to you by Biz Ops Coalition >>Hey, Welcome back, everybody. Jeffrey here with the Cube. Welcome back to our ongoing coverage of the biz. Opps manifesto Unveil Something has been in the works for a little while. Today's a formal unveiling and we're excited to have three of the core founding members of the manifesto Authors of the manifesto, if you will joining us again. We've had them all on individually. Now we're gonna have a great power panel. First up, we have met Kirsten returning. He's the founder and CEO of Task Top make good to see again. Where you dialing in from? >>Great to see you again, Jeff. I'm dialing from Vancouver, Canada. >>Vancouver, Canada. One of my favorite cities in the whole wide world. Also, we've got Tom Davenport coming from across the country. He's a distinguished professor and author from Babson College. Tom, great to see. And I think you said you're a fund Exotic place on the East Coast. >>Falmouth, Massachusetts, on Cape Cod. >>Nice. Great to see you again. And also joining surge. Lucio. He is the VP and general manager Enterprise Software division at Broadcom Surge. Great to see you again. Where you coming in from? >>From Boston. Right next to kick off. Terrific. >>So welcome back, everybody again. Congratulations. On this day I know it's It's been a lot of work to get here for this unveil, but let's just jump into it. Biz Opps Manifesto What was the initial reason to do this? And how did you decide to do it in a kind of a coalition way, bringing together a group of people versus just making it an internal company, uh, initiative that, you know, you could do better stuff within your own company Surge. Why don't we start with you? >>Yeah, so? So I think we are really a critical juncture, right? Many large enterprises are basically struggling with their digital transformation. In fact, many recognized that the the Business Society collaboration has been one of the major impediments to drive that kind of transformation. And if we look at the industry today, many people or whether we're talking about vendors or system integrators, consulting firms are talking about the same kind of concepts but using very different language. And so we believe that bringing a lot these different players together assed part of the coalition and formalizing, uh, basically the core principles and values in a busy office manifesto. We can really start to have kind of a much bigger movement where we can all talk about kind of the same concepts. And we can really start to provide kind of a much better support for large organizations to transform eso, whether it is technology or services or trading. I think that that's really the value of bringing all of these players together >>and Mick to you. Why did you get involved in this in this effort? >>So I've been closely involved the actual movement since it started two decades ago with that manifesto, and I think we got a lot of improvement at the team level. And I think, as started just noted, we really need to improving. At the business level, every companies trying to become a software innovator trying to make sure that they can pick them, adapt quickly in the changing market economy and what everyone's dealing with in terms of needing to deliver value to customers. Sooner. However, agile practices have really focused that these metrics these measures and understanding processes that help teams be productive. Those things now need to be elevated to the business as a whole, and that just hasn't happened. Organizations are agile. Transmissions are actually failing because they're measuring activities and how they're becoming more agile. Have teams air functioning, not how much quickly they're delivering value to the customer. So we need to now move. Asked that. And that's exactly what the buzz off there's also manifested. Provides, >>right? Right And Tom to you. You've been covering tech for a very long time. You've been looking at really hard challenges and and a lot of work around analytics and data on data evolution. So there's a definitely a data angle here. I wonder if you kind of share your perspective of of what you got excited Thio to sign on to this manifesto? >>Sure. Well, I have. You know, for the past 15 or 20 years, I've been focusing on Data Analytics and AI. But before that, I was a process management guy and a knowledge management guy and a in general. I think, you know, we've just kind of optimized at too narrow a level. Whether you're talking about agile or Dev ops or, um, ml ops. Any of these kind of obs oriented movements, we're making individual project, um, performance and productivity better, But we're not changing the business effectively enough. And that's the thing that appealed to me about the biz ops idea that we're finally creating a closer connection between what we do with technology and how it changes the business and provides value to it. >>That's great, uh, surge back to you, right? I mean, people have been talking about digital transformation for a long time, and it's been, you know, kind of trucking along. And then Cove it hit, and it was instant lights, which everyone's working from home. You've got a lot more reliance on your digital tools, digital communication both within your customer base and your partner base, but also then you're employees. When if you could share how that really pushed this all along, right, because now suddenly the acceleration of digital transformation is higher. Even more importantly, you've got much more critical decisions to make into what you do next. So kind of your portfolio management of projects has been elevated significantly. When maybe revenues are down on. Do you really have Thio prioritize and get it right? >>Yeah. I mean, I'll just start by quoting city An Adele basically recently said that there's bean two years of digital transformation just last two months, and in many ways that's true. Um, but But yet when we look at large enterprises, they're still struggling with kind of a changes in culture that they really need Thio drive to be able to describe themselves. And not surprisingly, you know, when we look at certain parts of the industry, you know, we see some things which are very disturbing, right. About 40% of the personal loans today are being origin dated by Finn tax of a like of Sophie or or ah Lendingclub, right, Not your traditional brick and worked for bank. And so the while there is kind of ah, much more of an appetite, and it's it's more of a survival type driver these days. The reality is that in order for these large enterprises to truly transform and engage on these digital transformation, they need to start to really aligned the business 90 you know, in many ways and make cover that actually really emerge from the court desire to really improve software predictability, but we've which we have really missed is all the way. Start to aligning the software predictability to business predictability and to be able to have continuously continuous improvement and measurement off business outcomes. So by lining, but of this dis kind of inward metrics that I t is typically being using to business outcomes, we think we can start to really help different stakeholders within the organization to collaborate. So I think there is more than ever. There is an imperative to act now, um, and and results. I think it's kind of the right approach to drive that kind of transformation, >>right? I want to follow up on the culture comment with Utah because you've talked before about kind of process, flow and process flow throughout a whore, unorganized ation. And, you know, we talk about people process and tech all the time, and I think the tech is the easy part compared to actually changing the people the way they think and then the actual processes that they put in place. It's a much more difficult issue than just a tech issue to get this digital transformation in your organization. >>Yeah, you know, I've always found that the soft stuff the you know, the culture of the behavior of the values is the hard stuff to change and mawr and mawr. We we realized that to be successful with any kind of digital transformation, you have tow change, people's behaviors and attitudes. Um, we haven't made much progress in that area as we might have. I mean, I've done some surveys suggesting that most organizations still don't have data driven cultures, and in many cases, there is a lower percentage of companies that say they have that then did a few years ago. So we're kind of moving in the wrong direction, which means I think that we have to start explicitly addressing that cultural behavioral dimension and not just assuming that it will happen if we if we build a system, you know, if if we build it, they won't necessarily come right, >>right? So I want to go toe to you, Nick, because, you know, we're talking about work flows and flow. Andi, you've written about flow both in terms of, you know, moving things along a process and trying to find bottlenecks, identify bottlenecks which is now even more important again when these decisions are much more critical because you have a lot less ah, wiggle room in tough times. But you also talked about flow from the culture side on the people's side. So I wonder if you could just share your thoughts on, you know, using flow as a way to think about things to get the answers better? >>Yeah, absolutely. And I'll refer back to what Tom just said. If you're optimize, you need to optimize your system. You need to optimize how you innovate and how you deliver value to the business into the customer. Now what we've noticed in the data since that that we've learned from customers value streams, enterprise organizations, value streams is that what's taking six months and to and to deliver that value, the flow is that slow. You've got a bunch of unhappy developers. Unhappy customers, when you're innovating, have so high performing organizations we can measure their intent flow time in days. All of a sudden, that feedback loop the satisfaction your developers measurably goes up. So not only do you have people context switching last year, delivering so much more value to customers at a lower cost because you've optimized for flow rather than optimizing for these thes other approximately six that we use, which is how efficient my annual team. How quickly can we deploy software? Those are important, but they do not provide the value of agility, of fast learning, of adaptability, of the business. And that's exactly what the bishops manifesto pushes your organization to. You need to put in place this new operate model that's based on flow on the delivery of business value and on bringing value to market much more quickly than you were before, >>right? I love that. I'm gonna go back to Utah, him on that to follow up, because I think I don't think people think enough about how they prioritize what they're optimizing for. Because, you know, if you're optimizing for a vs B, you know you could have a very different product that that you kick out. You know, my favorite example with With Clayton Christensen and Innovator's Dilemma talking about the three inch our drive, if you optimize it for power, you know, is one thing. If you optimize it for vibration is another thing, and sure enough, you know they missed it on the Palm because it was the it was the game council which which drove that whole business. So when you're talking to customers and we think we're here with cloud all the time people optimizing for cost efficiency instead of thinking about it as an innovation tool, how do you help them? Kind of rethink and really, you know, forced them to to look at the at the prioritization and make sure they're prioritizing on the right thing is make just that. What do you optimizing for? >>Oh yeah, you have one of the most important aspects of any decision or attempt to resolve a problem in an organization is the framing process. And, um, you know, it's it's a difficult aspect toe of the decision toe frame it correctly in the first place. Um, there. It's not a technology issue. In many cases, it's largely a human issue. But if you frame that decision or that problem incorrectly too narrowly, say, or you frame it as an either or situation when you could actually have some of both, um, it's very difficult for the process toe work out correctly. So in many cases, I think we need to think mawr at the beginning about how we frame this issue or this decision in the best way possible before we charge off and build a system to support it. You know, it's worth that extra time to think. Think carefully about how the decision has been structured. Right? >>Surge. I wanna go back to you and talk about the human factors because we just discussed you could put in great technology. But if the culture doesn't adopt it and people don't feel good about it, you know it's not gonna be successful. And that's going to reflect poorly on the technology. Even if I had nothing to do with it. And you know, when you look at the core values of the best hopes manifesto, you know a big one is trust and collaboration. You know, learn, responded pivot. Wonder if you can share your thoughts on trying to get that cultural shift s so that you can have success with the people or excuse me with the technology in the process and helping customers, you know, take this more trustworthy and kind of proactive position. >>So I think I think at the ground level, it really starts with the realization that we were all different. We come from different backgrounds. Oftentimes we tend Thio. Blame the data. It's not uncommon my experience that we spend the first, you know, 30 minutes of any kind of one hour the conversation to debate the ability of the data on DSO, one of the first kind of probably manifestations that we've had. Our revelations as we start to engage with our customers is by just exposing high Fidelity data set two different stakeholders from their different lands. We start to enable these different stakeholders to not debate the data, but that's really collaborate to find a solution. So in many ways, when when when we think about kind of the types of changes were trying Thio truly affect around data driven decision making? It's all about bringing the data in context the context that is relevant and understandable for different stakeholders. Whether we're talking about an operator developed for a business analyst, so that's that's the first thing. The second layer, I think, is really to provide context to what people are doing in their specific silo. So I think one of the best examples I have is if you start to be able to align business k p i. Whether you are accounting, you know, with sales per hour or the engagement of your users on your mobile application, whatever it is, if you start to connect that k p I business K p I to the key piece that developers might be looking at, whether it is now the number of defects or velocity or whatever over metrics that they are used to to actually track, you start to be able to actually contextual eyes in what we are. The affecting, basically metric that that is really relevant. And what we see is that this is a much more systematic way to approach the transformation than say, You know, some organizations kind of creating some of these new products or services or initiatives to to drive engagement, right? So, you know, if you look at zoom, for instance, Zoom giving away, it's service thio education is all about. I mean, there's obviously a marketing aspect in there, but it's it's fundamentally about trying to drive also the engagement of their own teams and because now they're doing something for good, and many organizations are trying to do that. But you only can do this kind of things in a limited way. And so you really want to start to rethink? Oh, you connect everybody kind of business objective fruit data. And I always start to get people to stare at the same data from their own lands and collaborating on the data. Right? >>Right. That's good. Uh, Tom, I want to go back to you. You've been studying I t for a long time writing lots of books and and getting into it. Um, Why now? You know what? Why now? Are we finally aligning business objectives with objects? You know, why didn't this happen before? And, you know, what are the factors that are making now? The time for this. This this move with the with the biz ops. >>Well, in much of the past, I t waas sort of a back office related activity. You know, it was important for, um, producing your paychecks and, uh, capturing the customer orders, but the business wasn't built around it. Now, every organization needs to be a software business of data business. A digital business. The anti has been raised considerably. And if you aren't making that connection between your business objectives and the technology that supports it. You run a pretty big risk of, you know, going out of business or losing out to competitors. Totally so. And even if you're in a new industry that hasn't historically been terribly, um, technology oriented customer expectations flow from, you know, the digital native companies that they work with to basically every industry. So you're compared against the best in the world. So we don't really have the luxury anymore of screwing up our I T projects or building things that don't really work for the business. Um, it's mission critical that we do that well, almost every time, >>right. And I just I just wanna fall by that time, in terms of the you've talked extensively about kind of these evolutions of data analytics, from artisanal stage to the big data stage, the data economy stage the ai driven stage. What I find interesting about all the stages you always put a start date. You never put it in date. Um, so you know, is the is the big data. I'm just gonna use that generically moment in time. Finally, here. Where were, you know, off mahogany row with the data scientists, But actually could start to see the promise of delivering the right insight to the right person at the right time to make that decision. >>Well, I think it is true that in general, these previous stages never seem to go away. The three artisanal stuff is still being done, but we would like for less and less of it to be artisanal. We can't really afford for everything to be artisanal anymore. It's too labor and time consuming to do things that way. So we shift Mawr and Mawr of it to be done through automation and be to be done with a higher level of productivity. And, um, you know, at some point maybe we we reached the stage where we don't do anything artisanal e anymore. I'm not sure we're there yet, but, you know, we are We are making progress, >>right? Right. And make back to you in terms of looking at agile because you're you're such a student of agile. When when you look at the opportunity with biz ops, um, and taking the lessons from agile, you know what's been the inhibitor to stop this in the past. And what are you so excited about? you know, taking this approach will enable >>Yeah, I think both surgeon Tom hit on this. Is that in agile? What's happened is that we've been, you know, measuring tiny subsets of the value stream, right? We need to elevate the data's there, developers air working on these tools of delivering features. The foundations for for great culture are there. I spent two decades as a developer, and when I was really happy when I was able to deliver value to customers, the quicker is able to do that. The fewer impediments are in my way, the quicker was deployed and running the cloud, the happier I waas and that's exactly what's happening if we could just get the right data elevated to the business, not just to the agile teams, but really these values of ours are to make sure that you've got these data driven decisions with meaningful data that's oriented and delivering value to customers. None of these legacies that Tom touched on, which has cost center metrics from a nightie, came from where for I t being a cost center and something that provided email on back office systems. So we need thio rapidly shift to those new, meaningful metrics, their customer and business centric. And make sure that every development organization is focused on those as well as the business itself that we're measuring value. And they were helping that value flow without interruption. >>I love that because if you don't measure it, you can't improve on it. And you gotta but you gotta be measuring the right thing. So, gentlemen, thank you again for for your time. Uh, congratulations on the on the unveil of the biz ops manifesto and bringing together this coalition of industry experts to get behind this. And, you know, there's probably never been a more important time than now to make sure that your prioritization is in the right spot. And you're not wasting resource is where you're not gonna get the r. O. I. So, uh, congratulations again. And thank you for sharing your thoughts with us here on the Cube. Thank >>you. All >>right, So we have surged. Tom and Mick. I'm Jeff. You're watching the Cube. It's a biz ops manifesto unveiled. Thanks for watching. We'll see you next time. Yeah,
SUMMARY :
coverage of biz ops Manifesto unveiled Brought to you by Biz Ops Coalition He's the founder and CEO of Task Top make good to Great to see you again, Jeff. And I think you said you're a fund Exotic place on the East Coast. Great to see you again. Right next to kick off. uh, initiative that, you know, you could do better stuff within your own company Surge. has been one of the major impediments to drive that kind of transformation. Why did you get involved in this in this effort? of needing to deliver value to customers. I wonder if you kind of share your And that's the thing that appealed to me about the biz ops idea that we're finally for a long time, and it's been, you know, kind of trucking along. aligned the business 90 you know, in many ways and make cover that actually And, you know, we talk about people process and tech all the time, and I think the tech is the easy part Yeah, you know, I've always found that the soft stuff the you know, the culture of the behavior So I wonder if you could just share your thoughts on, you know, using flow as a way to think You need to optimize how you innovate and how you deliver value to the business into the customer. With Clayton Christensen and Innovator's Dilemma talking about the three inch our drive, if you optimize it for power, And, um, you know, it's it's a difficult aspect But if the culture doesn't adopt it and people don't feel good about it, you know it's not gonna be successful. to to actually track, you start to be able to actually contextual eyes in And, you know, what are the factors that are making now? And if you aren't making that connection between your business objectives see the promise of delivering the right insight to the right person at the right time to make that I'm not sure we're there yet, but, you know, we are We are making progress, And make back to you in terms of looking at agile because you're you're such you know, measuring tiny subsets of the value stream, right? And, you know, there's probably never been a more important time than now to make sure that your prioritization you. We'll see you next time.
SENTIMENT ANALYSIS :
ENTITIES
Entity | Category | Confidence |
---|---|---|
Tom | PERSON | 0.99+ |
Jeff | PERSON | 0.99+ |
Kirsten | PERSON | 0.99+ |
Boston | LOCATION | 0.99+ |
Jeffrey | PERSON | 0.99+ |
six months | QUANTITY | 0.99+ |
Cape Cod | LOCATION | 0.99+ |
Lucio | PERSON | 0.99+ |
one hour | QUANTITY | 0.99+ |
30 minutes | QUANTITY | 0.99+ |
Nick | PERSON | 0.99+ |
Mick | PERSON | 0.99+ |
two decades | QUANTITY | 0.99+ |
Task Top | ORGANIZATION | 0.99+ |
Utah | LOCATION | 0.99+ |
Broadcom Surge | ORGANIZATION | 0.99+ |
two years | QUANTITY | 0.99+ |
Babson College | ORGANIZATION | 0.99+ |
Tom Davenport | PERSON | 0.99+ |
both | QUANTITY | 0.99+ |
second layer | QUANTITY | 0.99+ |
two decades ago | DATE | 0.99+ |
first | QUANTITY | 0.99+ |
last year | DATE | 0.99+ |
First | QUANTITY | 0.99+ |
Thio | PERSON | 0.99+ |
Vancouver, Canada | LOCATION | 0.99+ |
one | QUANTITY | 0.98+ |
Biz Ops Coalition | ORGANIZATION | 0.98+ |
agile | TITLE | 0.98+ |
Today | DATE | 0.98+ |
Falmouth, Massachusetts | LOCATION | 0.98+ |
Cube | ORGANIZATION | 0.98+ |
Thio | ORGANIZATION | 0.97+ |
Andi | PERSON | 0.97+ |
three inch | QUANTITY | 0.96+ |
approximately six | QUANTITY | 0.95+ |
today | DATE | 0.95+ |
About 40% | QUANTITY | 0.95+ |
one thing | QUANTITY | 0.94+ |
three | QUANTITY | 0.92+ |
few years ago | DATE | 0.91+ |
Mawr | PERSON | 0.9+ |
One | QUANTITY | 0.89+ |
Clayton Christensen and | ORGANIZATION | 0.87+ |
first thing | QUANTITY | 0.87+ |
DSO | ORGANIZATION | 0.87+ |
two different stakeholders | QUANTITY | 0.86+ |
BizOps | ORGANIZATION | 0.85+ |
East Coast | LOCATION | 0.85+ |
15 | QUANTITY | 0.84+ |
Fidelity | ORGANIZATION | 0.84+ |
90 | QUANTITY | 0.78+ |
20 years | QUANTITY | 0.78+ |
first place | QUANTITY | 0.74+ |
An Adele | ORGANIZATION | 0.72+ |
last two months | DATE | 0.72+ |
BizOps Panel | ORGANIZATION | 0.72+ |
Innovator's | ORGANIZATION | 0.71+ |
three of the core founding members | QUANTITY | 0.68+ |
Cube | TITLE | 0.65+ |
Biz Opps | TITLE | 0.62+ |
Sophie | ORGANIZATION | 0.59+ |
Palm | ORGANIZATION | 0.58+ |
ah Lendingclub | ORGANIZATION | 0.58+ |
Finn | ORGANIZATION | 0.57+ |
Cove | PERSON | 0.56+ |
Dev | TITLE | 0.5+ |
Manifesto | EVENT | 0.42+ |
biz ops | TITLE | 0.38+ |
Dilemma | TITLE | 0.37+ |
BizOps Panel V1
>> Announcer: From around the globe. It's theCUBE. With digital coverage of BizOps Manifesto Unveiled. Brought to you by BizOps Coalition. >> Hey, welcome back everybody ,Jeff Frick here with theCUBE. Welcome back to our ongoing coverage of the BizOps Manifesto Unveiled. Something has been in the works for a little while. Today's the formal unveiling and we're excited to have three of the core founding members of the manifesto, authors of the manifesto, if you will. And joining us again, we've had them all on individually, now we're going to have a great power panel. First up, we're going to have Mik Kersten returning. He's the founder and CEO of Tasktop. Mik, good to see you again. Where are you dialing in from? >> Great to see you again, Jeff. I'm dialing from Vancouver, Canada. >> Vancouver, Canada. One of my favorite cities in the whole wide world. Also we've got Tom Davenport, coming in from across the country. He's a distinguished professor and author from Babson College. Tom, great to see you. And I think you said you're at a fun exotic place on the East Coast. >> From Massachusetts, Cape Cod. >> Nice, great to see you again. And also joining Serge Lucio. He is the VP and General Manager Enterprise Software Division at Broadcom. Serge, great to see you again, where are you coming in from? >> From Boston right next to Cape Cod. >> Terrific. So welcome back, everybody again. Congratulations on this day. I know it's been a lot of work to get here for this unveil. But let's just jump into it. BizOps Manifesto, what was the initial reason to do this? And how did you decide to do it in a kind of a coalition, way bringing together a group of people versus just making it an internal company initiative that you know, you can do better stuff within your own company? Serge, why don't we start with you? >> Yeah, so I think we were at a really critical juncture, right. Many large enterprises are basically struggling with their digital transformation. In fact, many recognized that the business (indistinct) collaboration has been one of the major impediments to drive that kind of transformation. And if we look at the industry today, many people are, whether we're talking about vendors or system decorators, consulting firms, are talking about the same kind of concepts, but using very different language. And so we believe that bringing all these different players together as part of the coalition and formalizing, basically the core principles and values in a BizOps Manifesto, we can really start to kind of have a much bigger movement where we can all talk about kind of the same concepts and we can really start to provide, could have a much better support for large organizations to transform. So whether it is technology or services or training, I think that's really the value of bringing all of these players together. >> Great. And Mik to you. Why did you get involved in this effort? >> So I've been close and follow the agile movement since it started two decades ago with that manifesto. And I think we got a lot of improvement at the team level and I think as Serge has noted, we really need to improve at the business level. Every company is trying to become a software innovator, trying to make sure that they can pivot that quickly and then changing market economy and what everyone's dealing with in terms of needing to deliver value to customers sooner. However, agile practices have really focused that these metrics, these measures and understanding processes that help teams be productive. Those things now need to be elevated to the business as a whole. And that just hasn't happened. Organizations are actually failing because they're measuring activities and how they're becoming more agile, how teams are functioning not how much quickly they're delivering value to the customer. So we need to now move past that. And that's exactly what the BizOps Manifesto provides. >> Right, great And Tom to you, you've been covering tech for a very very long time. You've been looking at really hard challenges and a lot of work around analytics and data and data evolution. So there's a definitely a data angle here. I wonder if you could kind of share your perspective of what you got excited to sign onto this manifesto. >> Sure. Well, I have, you know, for the past 15 or 20 years, I've been focusing on Data Analytics and AI, but before that I was a process management guy and a knowledge management guy. And in general, I think, you know we've just kind of optimize that to narrow a level whether you're talking about agile or DevOps or MLops, any of these kind of ops oriented movements. We're making individual project performance and productivity better but we're not changing the business effectively enough. And that's the thing that appealed to me about the BizOps idea that we're finally creating a closer connection between what we do with technology and how it changes the business and provides value to it. >> That's great. Serge back to you, right. I mean, people have been talking about digital transformation for a long time and it's been you know, kind of trucking along and then COVID hit and it was instant light switch. Everyone's working from home, you've got a lot more reliance on your digital tools, digital communication, both within your customer base and your partner base but also then your employees. One of you can share how that really pushed this all along, right. Because now suddenly the acceleration of digital transformation is higher. Even more importantly, you got much more critical decisions to make into what you do next. So kind of your portfolio management of projects has been elevated significantly when maybe revenues are down and you really have to prioritize and get it right. >> Yeah. Maybe I'll just start by quoting Satina Nello, basically recently said that there's been two years of digital transformation just last two months. And in any many ways that's true. But yet when we look at large enterprises, they're still struggling with a kind of a changes in culture. That they really need to drive to be able to disrupt themselves. And not surprisingly you know, when we look at certain parts of the industry you know, we see some things which are very disturbing, right? About 40% of the personal loans today, are being originated by fintechs of a like of Sophie or LendingClub, right? Not to traditional brick and mortar for a bank. And so the, well, there is kind of a much more of an appetite and it's a more of a survival type of driver these days. The reality is that in order for these large enterprises to truly transform and engage on this digital transformation they need to start to really align the business in IT. You know, in many ways and make cover that agile really emerge from the core desire to truly improve software predictability which we've really missed is all that we start to aligning the software predictability to business predictability and to be able to have continual sleep continuous improvement and measurement of business outcomes. So by aligning that of these discuss inward metrics that's, IT is typically being using to business outcomes. We think we can start to really help different stakeholders within the organization to collaborate. So I think there is more than ever. There's an imperative to acts now and resolves I think is kind of the right approach to drive that kind of transformation. >> Great. I want to follow up on the culture comment with you, Tom because you've talked before about kind of process flow and process flow throughout a whore and an organization. And, you know, we talk about people process and tech all the time. And I think the tech is the easy part compared to actually changing the people the way they think. And then the actual processes that they put in place. It's a much more difficult issue than just the tech issue to get this digital transformation in your organization. >> Yeah. You know, I've always found that the soft stuff about, you know, the culture of a behavior the values is the hard stuff to change and more and more we realized that to be successful with any kind of digital transformation you have to change people's behaviors and attitudes. We haven't made as much progress in that area as we might have. I mean, I've done some surveys suggesting that most organizations still don't have data driven cultures. And in many cases there is a lower percentage of companies that say they have that then did a few years ago. So we're kind of moving in the wrong direction, which means I think that we have to start explicitly addressing that cultural, behavioral dimension and not just assuming that it will happen if we build system. You know, if we build it, they won't necessarily come. >> Right. So I want to go to you Nick. 'Cause you know, we're talking about workflows and flow and, and you've written about flow both in terms of, you know, moving things along a process and trying to find bottlenecks, identify bottlenecks which is now even more important again when these decisions are much more critical 'cause you have a lot less wiggle room in tough times, but you also talked about flow from the culture side and the people side. So, I wanted if you can just share your thoughts on, you know, using flow as a way to think about things, to get the answers better. >> Yeah, absolutely. And I'll refer back to what Tom has said. If you're optimized, you need to optimize your system. You need to optimize how you innovate and how you deliver value to the business and the customer. Now, what we've noticed in the data, since that we've learned from customers, value streams, enterprise organizations value streams, is that when it's taking six months at the end to deliver that value with the flow is that slow. You've got a bunch of unhappy developers unhappy customers when you're innovating house. So high performing organizations we can measure their end flow time and dates. All of a sudden that feedback loop the satisfaction your developer's measurably goes up. So not only do you have people context, switching glass you're delivering so much more value to customers at a lower cost because you've optimized for flow rather than optimizing for these other approximate tricks that we use which is how efficient is my agile team. How quickly can we deploy software? Those are important, but they do not provide the value of agility of fast learning of adaptability to the business. And that's exactly what the BizOps Manifesto pushes your organization to do. You need to put in place this new operating model that's based on flow on the delivery of business value and on bringing value to market much more quickly than you were before. >> Right. I love that. And I'm going back to you, Tom, on that to follow up 'cause I think, I don't think people think enough about how they prioritize what they're optimizing for 'cause you know if you're optimizing for A versus B, you know you can have a very different product that you kick out and let you know. My favorite example is with Clayton Christensen and innovator's dilemma talking about the three inch hard drive. If you optimize it for power, you know, is one thing if you optimize it for vibration is another thing and sure enough, you know, they missed it on the poem because it was the game console which drove that whole business. So when you when you're talking to customers and we think we hear it with cloud all the time people optimizing for a cost efficiency instead of thinking about it as an innovation tool. How do you help them kind of rethink and really, you know, force them to look at the prioritization and make sure they're prioritizing on the right thing is make just said what are you optimizing for? >> Oh yeah, you have one of the most important aspects of any decision or attempt to resolve a problem in an organization is the framing process. And you know, it's a difficult aspect to the decision to frame it correctly in the first place. There, it's not a technology issue. In many cases, it's largely a human issue, but if you frame that decision or that problem incorrectly to narrowly say, or you frame it as an either or situation where you could actually have some of both, it's very difficult for the process to work out correctly. So in many cases that I think we need to think more at the beginning about how we bring this issue or this decision in the best way possible before we charge off and build a system to support it. You know, it's worth that extra time to think carefully about how the decision has been structured. >> Right. Serge, I want to go back to you and talk about the human factors, because as we've just discussed, you could put it in great technology, but if the culture doesn't adopt it and people don't feel good about it, you know, it's not going to be successful and that's going to reflect poorly on the technology, even if it had nothing to do with it. And you know, when you look at the core values of the Bezos Manifesto, you know, a big one is trust and collaboration, you know, learn, respond and pivot. One of you can share your thoughts on trying to get that cultural shift so that you can have success with the people or excuse me, with the technology in the process and helping customers, you know, take this more trustworthy and kind of proactive position. >> So I think, at the ground level, it truly starts with the realization that we're all different. We come from different backgrounds. Often times we tend to blame the data. It's not uncommon my experiments that we spend the first you know 30 minutes of any kind of one hour conversation to debate the validity of the data. And so one of the first kind of probably manifestations that we've had or revelations as we start to engage with our customers is like just exposing high-fidelity data sets to different stakeholders from their different lens. We start to enable these different stakeholders to not debate the data. That's really collaborate to find a solution. So in many ways, when we think about kind of the types of changes that we're trying to truly effect around data driven decision making it's all about bringing the data in context, the context that is relevant and understandable for different stakeholders, whether we're talking about an operator or a developer or a business analyst. So that's, the first thing. The second layer I think, is really to provide context to what people are doing in their specific cycle. And so I think one of the best examples I have is if you start to be able to align business KPI whether you are counting you know, sales per hour, or the engagements of your users on your mobile applications, whatever it is. You can start to connect that KPI to business KPI to the KPIs that developers might be looking at, whether it is the number of defects or a velocity or whatever, you know metrics that they are used to actually track. You start to be able to actually contextualize in what we are the effecting, basically a metric that is really relevant in which we see is that this is a much more systematic way to approach the transformation than say, you know, some organizations kind of creating some of these new products or services or initiatives to drive engagements, right? So if you look at zoom for instance, zoom giving away it's service to education, is all about, I mean, there's obviously a marketing aspect in therapists. It's fundamentally about trying to drive also the engagement of their own teams. And because now they're doing something for good and the organizations are trying to do that. But you only can do this kind of things in a limited way. And so you really want to start to rethink how you connect to everybody's kind of a business objective through data and now you start to get people to stare at the same data from their own lens and collaborate on all the data. >> Right, great That's a good. Tom I want to go back to you. You've been studying IT for a long time, writing lots of books and getting into it. Why now, you know, what why now (laughs) are we finally aligning business objectives with IT objectives? You know, why didn't this happen before? And you know, what are the factors that are making now the time for this move with the BizOps? >> Well, much of a past, IT was sort of a back office related activity. And, you know, it was important for producing your pay check and capturing the customer orders but the business wasn't built around it. Now, every organization needs to be a software business data business a digital business, the auntie has been raised considerably. And if you aren't making that connection between your business objectives and the technology that supports it you run a pretty big risk of, you know going out of business or losing out to competitors totally. So, and even if you're you know, an industry that hasn't historically been terribly technology oriented customer expectations flow from, you know, the digital native companies that they work with to basically every industry. So you're compared against the best in the world. So we don't really have the luxury anymore of screwing up our IT projects or building things that don't really work for the business. It's mission critical that we do that well almost every time. >> Right. And I just want to follow up by that, Tom In terms of the, you've talked extensively about kind of these evolutions of data and analytics from artisanal stage to the big data stage, the data economy stage the AI driven stage and what I find diff interesting that all those stages, you always put a start date. You never put an end date. So, you know, is the big data I'm just going to use that generically moment in time, finally here, where we're you know, off mahogany row with the data scientists but actually can start to see the promise of delivering the right insight to the right person at the right time to make that decision. >> Well, I think it is true that in general, these previous stages never seemed to go away. The artisanal stuff is still being done but we would like for less and lesser of it to be artisanal, we can't really afford for everything to be artisanal anymore. It's too labor and time consuming to do things that way. So we shift more and more of it to be done through automation and to be done with a higher level of productivity. And, you know at some point maybe we reached the stage where we don't do anything artisanally anymore. I'm not sure we're there yet but you know, we are making progress. >> Right And Mick, back to you in terms of looking at agile 'cause you're such a student of agile, when you look at the opportunity with BizOps and taking the lessons from agile, you know what's been the inhibitor to stop this in the past. And what are you so excited about? You know, taking this approach will enable. >> Yeah. I think both Serge and Tom hit on this is that in agile what's happened is that we've been you know measuring tiny subsets of the value stream right. We need to elevate the data's there. Developers are working on these tools that delivering features that the foundations for great culture are there. I spent two decades as a developer. And when I was really happy is when I was able to deliver value to customers, the quicker I was able to do that the fewer impediments are in my way the quicker was deployed and running in the cloud the happier I was, and that's exactly what's happening. If we can just get the right data elevated to the business, not just to the agile teams but really these values of ours are to make sure that you've got these data driven decisions with meaningful data that's oriented around delivering value to customers. Not only these legacies that Tom touched on, which has cost center metrics from an IT, for IT being a cost center and something that provided email and then back office systems. So we need to rapidly shift to those new meaningful metrics that are customized business centric and make sure that every developer the organization is focused on those as well as the business itself, that we're measuring value and we're helping that value flow without interruptions. >> I love that Mik 'cause if you don't measure it, you can't improve on it but you got to be measuring the right thing. So gentlemen, thank you again for your time. Congratulations on the unveil of the BizOps Manifesto and bringing together this coalition of industry experts to get behind this. And you know there's probably never been a more important time than now to make sure that your prioritization is in the right spot and you're not wasting resources where you're not going to get the ROI. So congratulations again. And thank you for sharing your thoughts with us here on theCUBE. >> Thank you. >> Thank you from Vancouver. >> Alright, so we had Serge, Tom and Mik. I'm Jeff, you're watching theCUBE. It's a BizOps Manifesto Unveiled. Thanks for watching. We'll see you next time. (soft music)
SUMMARY :
Brought to you by BizOps Coalition. Mik, good to see you again. Great to see you again, Jeff. And I think you said you're Serge, great to see you again, that you know, you can do better stuff kind of the same concepts And Mik to you. to the business as a whole. of what you got excited to And that's the thing that appealed to me to make into what you do next. of the industry you than just the tech issue to of digital transformation you have to in terms of, you know, You need to optimize how you innovate and sure enough, you know, And you know, it's a difficult aspect of the Bezos Manifesto, you to rethink how you connect And you know, what are the And if you aren't making that connection that all those stages, you and more of it to be And Mick, back to you in of ours are to make sure of industry experts to get behind this. We'll see you next time.
SENTIMENT ANALYSIS :
ENTITIES
Entity | Category | Confidence |
---|---|---|
Tom | PERSON | 0.99+ |
Serge | PERSON | 0.99+ |
Jeff Frick | PERSON | 0.99+ |
Jeff | PERSON | 0.99+ |
Mik Kersten | PERSON | 0.99+ |
Mik | PERSON | 0.99+ |
30 minutes | QUANTITY | 0.99+ |
Boston | LOCATION | 0.99+ |
one hour | QUANTITY | 0.99+ |
six months | QUANTITY | 0.99+ |
Mick | PERSON | 0.99+ |
Cape Cod | LOCATION | 0.99+ |
Tasktop | ORGANIZATION | 0.99+ |
Babson College | ORGANIZATION | 0.99+ |
Tom Davenport | PERSON | 0.99+ |
Vancouver, Canada | LOCATION | 0.99+ |
two decades | QUANTITY | 0.99+ |
second layer | QUANTITY | 0.99+ |
Satina Nello | PERSON | 0.99+ |
two years | QUANTITY | 0.99+ |
Sophie | ORGANIZATION | 0.99+ |
Serge Lucio | PERSON | 0.99+ |
three | QUANTITY | 0.99+ |
both | QUANTITY | 0.99+ |
First | QUANTITY | 0.99+ |
two decades ago | DATE | 0.98+ |
first | QUANTITY | 0.98+ |
three inch | QUANTITY | 0.98+ |
Nick | PERSON | 0.98+ |
Vancouver | LOCATION | 0.98+ |
one | QUANTITY | 0.98+ |
BizOps Coalition | ORGANIZATION | 0.98+ |
Broadcom | ORGANIZATION | 0.98+ |
Clayton Christensen | PERSON | 0.97+ |
LendingClub | ORGANIZATION | 0.97+ |
agile | TITLE | 0.97+ |
About 40% | QUANTITY | 0.97+ |
today | DATE | 0.96+ |
DevOps | TITLE | 0.96+ |
One | QUANTITY | 0.96+ |
Today | DATE | 0.96+ |
one thing | QUANTITY | 0.96+ |
first thing | QUANTITY | 0.95+ |
Massachusetts, Cape Cod | LOCATION | 0.95+ |
MLops | TITLE | 0.87+ |
BizOps | TITLE | 0.86+ |
BizOps Manifesto | TITLE | 0.85+ |
15 | QUANTITY | 0.84+ |
last two months | DATE | 0.84+ |
theCUBE | ORGANIZATION | 0.82+ |
few years ago | DATE | 0.81+ |
20 years | QUANTITY | 0.81+ |
Enterprise Software | ORGANIZATION | 0.7+ |
loans | QUANTITY | 0.7+ |
East Coast | LOCATION | 0.69+ |
BizOps | ORGANIZATION | 0.56+ |
Stewart Knox V1
>>from around the globe. It's the Cube covering space and cybersecurity. Symposium 2020 hosted by Cal Poly. Yeah, Lauren, Welcome to the Space and Cybersecurity Symposium 2020 put on by Cal Poly and hosted with Silicon Angle acute here in Palo Alto, California for a virtual conference. Couldn't happen in person this year. I'm John for a year. Host the intersection of space and cybersecurity. I'll see critical topics, great conversations. We got a great guest here to talk about the addressing the cybersecurity workforce gap, and we have a great guest, a feature speaker. Stewart Knox, the undersecretary with California's Labor and Workforce Development Office. Stewart Thanks for joining us today. >>Thank you so much, John. Appreciate your time today and listening to a little bit of our quandaries with making sure that we have the security that's necessary for the state of California and making sure that we have the work force that is necessary for cybersecurity in space. >>Great, I'd love to get started. I got a couple questions for you, but first take a few minutes for an opening statement to set the stage. >>Sure, realizing that in California we lead the nation in much of cybersecurity based on Department of Defense contractors within the Santa California leading the nation with over $160 billion within the industry just here in California alone and having over 800,000 bus workers. Full time employment in the state of California is paramount for us to make sure that we face, um, defense manufacturers approximate 700,000 jobs that are necessary to be filled. There's over 37,000 vacancies that we know of in California, just alone in cybersecurity. And so we look forward to making sure that California Workforce Development Agency is leading the charge to make sure that we have equity in those jobs and that we are also leading in a way that brings good jobs to California and to the people of California, a good education system that is developed in a way that those skills are necessarily met for the for the employers here in California and the nation, >>One of the exciting things about California is obviously look at Silicon Valley, Hewlett Packard in the garage, storied history space. It's been a space state. Many people recognize California. You mentioned defense contractors. It's well rooted with with history, um, just breakthroughs bases, technology companies in California. And now you've got technology. This is the cybersecurity angle. Um, take >>them into >>Gets more commentary to that because that's really notable. And as the workforce changes, these two worlds are coming together, and sometimes they're in the same place. Sometimes they're not. This is super exciting and a new dynamic that's driving opportunities. Could you share, um, some color commentary on that dynamic? >>Absolutely. And you're so correct. I think in California we lead the nation in the way that we developed programs that are companies lead in the nation in so many ways around, uh, cyberspace cybersecurity, Uh, in so many different areas for which in the Silicon Valley is just, uh, such a leader in those companies are good qualified companies to do so. Obviously, one of the places we play a role is to make sure that those companies have a skilled workforce. Andi, also that the security of those, uh, systems are in place for our defense contractors onda For the theater companies, those those outlying entities that are providing such key resource is to those companies are also leading on the cutting edge for the future. Also again realizing that we need to expand our training on skills to make sure that those California companies continue to lead is just, um, a great initiative. And I think through apprenticeship training programs on By looking at our community college systems, I think that we will continue to lead the nation as we move forward. >>You know, we've had many conversations here in this symposium, virtually certainly around. The everyday life of consumer is impacted by space. You know, we get our car service Uber lyft. We have maps. We have all this technology that was born out of defense contracts and r and D that really changed generations and create a lot of great societal value. Okay, now, with space kind of on the next generation is easier to get stuff into space. The security of the systems is now gonna be not only paramount for quality of life, but defending that and the skills are needed in cybersecurity to defend that. And the gap is there. What >>can we >>do to highlight the opportunities for career paths? It used to be the day when you get a mechanical engineering degree or aerospace and you graduated. You go get a job. Not anymore. There's a variety of of of paths career wise. What can we do to highlight this career path? >>Absolutely correct. And I think it starts, you know, k through 12 system on. I know a lot of the work that you know, with this bow and other entities we're doing currently, uh, this is where we need to bring our youth into an age where they're teaching us right as we become older on the uses of technology. But it's also teaching, um, where the levels of those education can take them k through 12. But it's also looking at how the community college system links to that, and then the university system links above and beyond. But it's also engage in our employers. You know, One of the key components, obviously, is the employers player role for which we can start to develop strategies that best meet their needs quickly. I think that's one of the comments we hear the most labor agency is how we don't provide a change as fast as we should, especially in technology. You know, we buy computers today, and they're outdated. Tomorrow it's the same with the technology that's in those computers is that those students are going to be the leaders within that to really develop how those structures are in place. S O. K. Through 12 is probably primary place to start, but also continuing. That passed the K 12 system and I bring up the employers and I bring them up in a way, because many times when we've had conversations with employers around what their skills needs were and how do we develop those better? One of the pieces that of that that I think is really should be recognized that many times they recognized that they wanted a four year degree, potentially or five year, six year degree. But then, when we really looked at the skill sets, someone coming out of the community college system could meet those skill sets. And I think we need to have those conversations to make sure not that they shouldn't be continue their education. They absolutely should. Uh, but how do we get those skill sets built into this into 12 plus the two year plus the four year person? >>You know, I love the democratization of these new skills because again. There's no pattern matching because they weren't around before, right? So you gotta look at the exposure to your point K through 12 exposure. But then there's an exploration piece of whether it's community, college or whatever progression. And sometimes it's nonlinear, right? I mean, people are learning different ways, combining the exposure and the exploration. That's a big topic. Can you share your view on this because this now opens up mawr doors for people choice. You got new avenues. You got online clock and get a cloud computing degree now from Amazon and walk in and help. I could be, you know, security clearance, possibly in in college. So you know you get exposure. Is there certain things you see? Is it early on middle school? And then I'll see the exploration Those air two important concepts. Can you unpack that a little bit exposure and exploration of skills? >>Absolutely. And I think this takes place, you know, not only in in the K 12 because somebody takes place in our community colleges and universities is that that connection with those employers is such a key component that if there's a way we could build in internships where experiences what we call on the job training programs apprenticeship training pre apprenticeship training programs into a design where those students at all levels are getting an exposure to the opportunities within the Space and Cybersecurity Avenue. I think that right there alone will start to solve a problem of having 37 plus 1000 openings at any one time in California. Also, I get that there's there's a burden on employers. Thio do that, and I think that's a piece that we have to acknowledge. And I think that's where education to play a larger role That's a place we had. Labor, Workforce, Development Agency, player role With our apprenticeship training programs are pre apprenticeship training programs. I could go on all day of all of our training programs that we have within the state of California. Many of the list of your partners on this endeavor are partners with Employment Training Panel, which I used to be the director of the Brown administration of um, That program alone does incumbent worker training on DSO. That also is an exposure place where ah worker, maybe, you know, you know, use the old adage of sweeping the floors one day and potentially, you know, running a large portion of the business, you know, within years. But it's that exposure that that employee gets through training programs on band. Acknowledging those skill sets and where their opportunities are, is what's valid and important. I think that's where our students we need to play a larger role in the K 12. That's a really thio Get that pushed out there. >>It's funny here in California you're the robotics clubs in high school or like a varsity sport. You're seeing kids exposed early on with programming. But you know, this whole topic of cybersecurity in space intersection around workforce and the gaps and skills is not just for the young. Certainly the young generations gotta be exposed to the what the careers could be and what the possible jobs and societal impact and contributions what they could be. But also it's people who are already out there. You know, you have retraining re Skilling is plays an important role. I know you guys do a lot of thinking on this is the under secretary. You have to look at this because you know you don't wanna have a label old and antiquated um systems. And then a lot of them are, and they're evolving and they're being modernized by digital transformation. So what does the role of retraining and skill development these programs play? Can you share what you guys are working on in your vision for that? >>Absolutely. That's a great question. And I think that is where we play a large role, obviously in California and with Kobe, 19 is we're faced with today that we've never seen before, at least in my 27 years of running program. Similar Thio, of course, in economic development, we're having such a large number of people displaced currently that it's unprecedented with unemployment rates to where we are. We're really looking at How do we take? And we're also going to see industries not return to the level for which they stood at one point in time. Uh, you know, entertainment industries, restaurants, all the alike, uh, really looking at how do we move people from those jobs that were middle skill jobs, topper skilled jobs? But the pay points maybe weren't great, potentially, and there's an opportunity for us to skill people into jobs that are there today. It may take training, obviously, but we have dollars to do that generally, especially within our K 12 and are que 14 systems and our universities. But we really wanna look at where those skill sets are are at currently. And we want to take people from that point in time where they said today, and try to give them that exposure to your point. Earlier question is, how do we get them exposed to a system for which there are job means that pay well with benefit packages with companies that care about their employees? Because that's what our goal is. >>You know. You know, I don't know if you have some visibility on this or ah opinion, but one observation that I've had and talking to whether it's a commercial or public sector is that with co vid uh, there have been a lot of awareness of the situation. We're adequately prepared. There's, um, readiness. But as everyone kind of deals with it, they're also starting to think about what to do. Post covert as we come out of it, Ah, growth strategy for a company or someone's career, um, people starting to have that on the top of their minds So I have to ask you, Is there anything that you see that they say? Okay, certain areas, maybe not doubling down on other areas. We're gonna double down on because we've seen some best practices on a trajectory of value for coming out of co vid with, you know, well, armed skills or certain things because you because that's what a lot of people are thinking right now. It's probably cyber is I mean, how many jobs are open? So you got well, that that's kind of maybe not something double down on here are areas we see that are working. Can you share your current visibility to that dynamic? >>Absolutely. Another great question. One of the key components that we look at Labor Workforce Development Agency. And so look at industries and growth modes and ones that are in decline boats. Now Kobe has changed that greatly. We were in a growth rate for last 78 years. We saw almost every industry might miss a few. You know that we're all in growth in one way or enough, obviously, that has changed. Our landscape is completely different than we saw 67 months ago. So today we're looking at cybersecurity, obviously with 30 plus 1000 jobs cos we're looking at Defense Department contractor is obviously with federal government contracts. We were looking at the supply chains within those we're looking at. Health care, which has always been one, obviously are large one of our large entities that has has grown over the years. But it's also changed with covered 19. We're looking at the way protective equipment is manufactured in the way that that will continue to grow over time. We're looking at the service industry. I mean, it will come back, but it won't come back the way we've seen it, probably in the past, but where the opportunities that we develop programs that we're making sure that the skill sets of those folks are transferrable to other industries with one of the issues that we face constant labor and were forced moment programs is understanding that over the period of time, especially in today's world again, with technology that people skill sets way, don't see is my Parents Day that you worked at a job for 45 years and you retired out of one job. Potentially, that is, that's been gone for 25 years, but now, at the pace for which we're seeing systems change. This is going to continue to amp up. I will stay youth of today. My 12 year old nephew is in the room next door to me on a classroom right now online. And so you know, there. It's a totally different atmosphere, and he's, you know, enjoying actually being in helping learning from on all online system. I would not have been able to learn that way, but I think we do see through the K Through 12 system where we're moving, um, people's interest will change, and I think that they will start to see things in a different way than we have in the past. They were forced systems. We are an old system been around since the thirties. Some even will say prior to the thirties came out of the Great Depression in some ways, and that system we have to change the way we develop our programs are should not be constant, and it should be an evolving system. >>It's interesting a lot of the conversation between the private and public partnerships and industry. You're seeing an agile mind set where it's a growth mindset. It's also reality based mindset and certainly space kind of forces. This conversation with cyber security of being faster, faster, more relevant, more modern. You mentioned some of those points, and with co vid impact the workforce development, it's certainly going to put a lot of pressure on faster learning. And then you mentioned online learning. This has become a big thing. It's not just putting education online per se. There's new touch points. You know you got APS, you got digital. This digital transformation is also accelerating. How do you guys view the workforce development? Because it's going to be open. It's gonna be evolving. There's new data coming in, and maybe kids don't want to stare at a video conference. Is there some game aspect to it? Is there how do you integrate thes new things that are coming really fast? And it's happening kind of in real time in front of our eyes. So I love to get your thoughts on how you guys see that, because it will certainly impact their ability to compete for jobs and or to itself learn. >>I think one of the key components of California's our innovation right and So I think one of the things that we pride ourselves in California is around that, um that said, that is the piece that I think the Silicon Valley and there's many areas in California that that have done the same, um, or trying to do the same, at least in their economy, is to build in innovation. And I think that's part of the K through 12 system with our with our our state universities and our UCS is to be able to bridge that. I think that you we see that within universities, um, that really instill an innovative approach to teaching but also instill innovation within their students. I'm not sure there yet with our fully with our K 12 system. And I think that's a place that either our community colleges could be a bridge, too, as well. Eso that's one component of workforce development I think that we look at as being a key. A key piece you brought up something that's really interesting to me is when you talk about agile on day, one of the things that even in state government on this, is gonna be shocking to you. But we have not been an agile system, Aziz. Well, I think one of the things that the Newsome administration Governor Newsom's administration has brought is. And when I talk about agile systems, I actually mean agile systems. We've gone from Kobol Systems, which are old and clunky, still operating. But at the same time, we're looking at upgrading all of our systems in a way that even our technology in the state of California should be matching the technology that our great state has within our our state. So, um, there in lies. It's also challenges of finding the qualified staff that we need in the state of California for all of our systems and servers and everything that we have. Um, currently. So you know, not only are we looking at external users, users of labor, workforce development, but we're looking at internal users that the way we redevelop our systems so that we are more agile in two different ways. >>You just got me. I triggered with COBOL. I programmed in the eighties with COBOL is only one credit lab in college. Never touched it again. Thank God. But this. But this >>is the >>benefit of cloud computing. I think this is at the heart, and this is the undertone of the conference and symposium is cloud computing. You can you can actually leverage existing resource is whether there legacy systems because they are running. They're doing a great job, and they do a certain work load extremely well. Doesn't make sense to replace what does a job, but you can integrate it in this. What cloud does this is Opening up? Can mawr more and more capabilities and workloads? This is kind of the space industry is pointing to when they say we need people that can code. And that could solve data problems. Not just a computer scientist, but a large range of people. Creative, um, data, science, everything. How does California's workforce solve the needs of America's space industry? This is because it's a space state. How do you see that? Let your workforce meeting those needs. >>Yeah, I think I think it's an investment. Obviously, it's an investment on our part. It's an investment with our college partners. It's an investment from our K 12 system to make sure that that we are allocating dollars in a way through meeting the demand of industry Onda, we do look at industry specific around there needs. Obviously, there's a large one. We wanna be very receptive and work with our employers and our employee groups to make sure that we need that demand. I think it's putting our money where our mouth is and and designing and working with employer groups to make sure that the training meets their needs. Um, it's also working with our employer groups to make sure that the employees are taken care of. That equity is built within the systems, Um, that we keep people employed in California on their able to afford a home, and they're able to afford a life here in California. But it's also again, and I brought up the innovation component. I think it's building an innovation within systems for which they are employers but are also our incoming employees are incumbent workers. And you brought this up earlier. People that already employed and people that are unemployed currently with the skill set that might match up, is how do we bridge those folks into employment that they maybe have not thought about. We have a whole career network of systems out throughout the city, California with the Americans job Centers of California on day will be working, and they already are working with a lot of dislocated workers on day. One of the key components of that is to really look at how do we, um, take what their current skills that might be and then expose them to a system for which we have 37 plus 1000 job openings to Andi? How do we actually get those books employed? It's paying for potentially through those that local Workforce Innovation Opportunity Act, funding for Americans job centers, um, to pay for some on the job, training it Z to be able to pay for work experiences. It's to be able to pay for internships for students, um, to get that opportunity with our employers and also partner with our employers that they're paying obviously a percentage of that, too. >>You know, one of the things I've observed over my, um, career 54 times around the sun is you know, in the old days when I was in college in school, you had career people have longer jobs, as you mentioned. Not like that anymore. But also I knew someone I'm gonna be in line to get that job, maybe nepotism or things of that nature. Now the jobs have no historical thing or someone worked longer in a job and has more seniority. Ah, >>lot of these >>jobs. Stewart don't HAVA requirements like no one's done them before. So the ability for someone who, um, is jumping in either from any college, there's no riel. It's all level set. It's like complete upside down script here. It's not like, Oh, I went to school. Therefore I get the job you could be Anyone could walk into these careers because the jobs air so new. So it's not where you came from or what school you went to or your nationality or gender. The jobs have been democratized. They're not discriminating against people with skills. So this opens up mawr. How >>do you >>see that? Because this really is an opportunity for this next generation to be more diverse and to be mawr contributed because diversity brings expertise and different perspectives. Your thoughts on that? >>Absolutely. And that was one of the things we welcome. Obviously we want to make sure that that everybody is treated equally and that the employers view everyone as employer employer of choice but an employee of choices. Well, we've also been looking at, as I mentioned before on the COVITZ situation, looking at ways that books that are maybe any stuck in jobs that are don't have a huge career pathway or they don't have a pathway out of poverty. I mean, we have a lot of working for people in the state of California, Um, that may now do to cope and lost their employment. Uh, this, you know, Let's let's turn back to the old, you know? Let's try, eliminate, eliminate, eliminate. How do we take those folks and get them employed into jobs that do have a good career pathway? And it's not about just who you knew or who you might have an in with to get that job. It is based on skills, I think, though that said there we need to have a better way to actually match those jobs up with those employers. And I think those are the long, ongoing conversations with those employer groups to make sure that one that they see those skill sets is valid and important. Um, they're helping design this crew sets with us, eh? So that they do match up and that were quickly matching up those close skills. That so that we're not training people for yesterday skills. >>I think the employer angles super important, but also the educators as well. One of the things that was asked in another question by the gas they they said. She said The real question to ask is, how early do you start exposing the next generation? You mentioned K through 12. Do you have any data or insight into or intuition or best practice of where that insertion point is without exposure? Point is, is that middle school is a elementary, obviously high school. Once you're in high school, you got your training. Wheels are off, you're off to the races. But is there a best practice? What's your thoughts? Stewart On exposure level to these kinds of new cyber and technical careers? >>Sure, absolutely. I I would say kindergarten. We San Bernardino has a program that they've been running for a little bit of time, and they're exposing students K through 12 but really starting in kindergarten. One is the exposure Thio. What a job Looks like Andi actually have. I've gone down to that local area and I've had three opportunity to see you know, second graders in a health care facility, Basically that they have on campus, built in on dear going from one workstation as a second grader, Uh, looking at what those skills would be and what that job would entail from a nurse to a Dr Teoh physician's assistant in really looking at what that is. Um you know, obviously they're not getting the training that the doctor gets, but they are getting the exposure of what that would be. Andi, I think that is amazing. And I think it's the right place to start. Um, it was really interesting because I left. This was pre covet, but I jumped on the plane to come back up north. I was thinking to myself, How do we get this to all school district in California, where we see that opportunity, um, to expose jobs and skill sets to kids throughout the system and develop the skill set so that they do understand that they have an opportunity. >>We're here at Cal Poly Space and Cybersecurity Symposium. We have educators. We have, um, students. We have industry and employers and government together. What's your advice to them all watching and listening about the future of work. Let's work force. What can people do? What do you think you're enabling? What can maybe the private sector help with And what are you trying to do? Can you share your thoughts on that? Because we have a range from the dorm room to the boardroom here at this event. Love to get your thoughts on the workforce development view of this. >>Yeah, absolutely. I think that's the mix. I mean, I think it's going to take industry to lead A in a lot of ways, in terms of understanding what their needs are and what their needs are today and what they will be tomorrow. I think it takes education, toe listen, and to understand and labor and workforce development also listen and understand what those needs will look like. And then how do we move systems? How do we move systems quickly? How do we move systems in a way that meets those needs? How do we, uh, put money into systems where the most need is, but also looking at trends? What is that trend going to look like in two years? What does that train gonna look like in five years. But that's again listening to those employers. Um, it's also the music community based organizations. I think, obviously some of our best students are also linked to CBS. And one way or another, it may be for services. It maybe for, uh, faith based. It may be anything, but I think we also need to bring in the CBS is Well, ah, lot of outreach goes through those systems in conjunction with, but I think that's the key component is to make sure that our employers are heard on. But they sit at the table like you said to the boardroom of understanding, and I think bringing students into that so that they get a true understanding of what that looks like a well, um, is a key piece of this. >>So one of the things I want to bring up with you is maybe a bit more about the research side of it. But, um, John Markoff, who was a former New York Times reporter with author of the book What the Dormouse, said It was a book about the counter culture of the sixties and the computer revolution, and really there was about how government defense spending drove the computer revolution that we now saw with Apple and PC, and then the rest is history in California has really participated. Stanford, uh, Berkeley and the University of California School system and all the education community colleges around it. That moment, the enablement. And now you're seeing space kind of bringing that that are a lot of research coming in and you eat a lot of billionaires putting money in. You got employers playing a role. You have this new focus space systems, cybersecurity, defending and making it open and and not congested and peaceful is going to enable quickly new inflection points for opportunities. E want to get your thoughts on that? Because California is participate in drove these revolutions that created massive value This next wave seems to be coming upon us. >>Yeah, absolutely. And again, Nazis covered again as too much of ah starting point to this. But I think that is also an opportunity to actually, because I think one of the things that we were seeing seven months ago was a skill shortage, and we still see the skills shortage, obviously. But I think a key piece to that is we saw people shortage. Not only was it skills shortage, but we didn't have enough people really to fill positions in addition to and I think that people also felt they were already paying the bills and they were making ends meet and they didn't have the opportunities. Thio get additional skills This again is where we're looking at. You know that our world has changed. It changed in the sixties based on what you're you're just expressing in terms of California leading the way. Let's like California lead the way again in developing a system from which labor, workforce development with our universities are, you know, are amazing universities and community college system and structure of how do we get students back into school? You know, a lot of graduates may already have a degree, but how do they now take a skill so that they already have and develop that further with the idea that they those jobs have changed? Whales have a lot of folks that don't have a degree, and that's okay. But how do we make that connection to a system that may have failed? Ah, lot of our people over the years, um, and our students who didn't make it through the school system. How do we develop in adult training school? How do we develop contract education through our community college system with our employer sets that we developed cohorts within those systems of of workers that have amazing talents and abilities to start to fill these needs? And I think that's the key components of hearing Agency, Labor, Workforce Development Agency. We work with our community. Colleges are UCS in our state universities t develop and figure that piece out, and I think it is our opportunity for the future. >>That's such a great point. I want to call that out This whole opportunity to retrain people that are out there because these air new jobs, I think that's a huge opportunity, and and I hope you keep building and investing in those programs. That's that's really worth calling out. Thank you for doing that. And, yeah, it's a great opportunity. Thes jobs they pay well to cyber security is a good job, and you don't really need to have that classical degree. You can learn pretty quickly if you're smart. So again, great call out there question for you on geography, Um, mentioned co vid we're talking about Covic. Virtualization were virtual with this conference. We couldn't be in person. People are learning virtually, but people are starting to relocate virtually. And so one observation that I have is the space state that California is there space clusters of areas where space people hang out or space spaces and whatnot. Then you got, like, the tech community cybersecurity market. You know, Silicon Valley is a talented in these hubs, and sometimes cyber is not always in the same hubs of space. Maybe Silicon Valley has some space here, Um, and some cyber. But that's not generally the case. This is an opportunity potentially to intersect. What's your thoughts on this? Because this is This is something that we're seeing where your space has historical, you know, geography ease. Now, with borderless communication, the work boat is not so much. You have to move the space area. You know what I'm saying? So okay. What's your thoughts on this? How do you guys look at this? Is on your radar On how you're viewing this this dynamic? >>It's absolute on our radar, Like you said, you know, here we are talking virtually on and, you know, 75% of all of our staff currently in some of our department that 80% of our staff are now virtual. Um you know, seven months ago, uh, we were not were government again being slow move, we quickly transitioned. Obviously, Thio being able to have a tele work capacity. We know employers move probably even quickly, more quickly than we did, but we see that as an opportunity for our rural areas. Are Central Valley are north state um, inland Empire that you're absolutely correct. I mean, if you didn't move to a city or to a location for which these jobs were really housed, um, you didn't have an opportunity like you do today. I think that's a piece that we really need to work with our education partners on of to be able to see how much this has changed. Labor agency absolutely recognizes this. We are investing funding in the Central Valley. We're investing funding in the North State and empire to really look a youth populations of how the new capacity that we have today is gonna be utilized for the future for employers. But we also have to engage our universities around. This is well, but mostly are employers. I know that they're already very well aware. I know that a lot of our large employers with, um, Silicon Valley have already done their doing almost 100% tele work policies. Um, but the affordability toe live in rural areas in California. Also, it enables us to have, ah, way thio make products more affordable is, well, potentially in the future. But we want to keep California businesses healthy and whole in California. Of course, on that's another way we can We can expand and keep California home to our 40 plus million people, >>most to a great, great work. And congratulations for doing such a great job. Keep it up. I gotta ask about the governor. I've been following his career since he's been office. A za political figure. Um, he's progressive. He's cutting edge. He likes toe rock the boat a little bit here and there, but he's also pragmatic. Um, you're starting to see government workers starting to get more of a tech vibe. Um um just curious from your perspective. How does the governor look at? I mean, the old, almost the old guard. But like you know, used to be. You become a lawyer, become a lawmaker Now a tech savvy lawmaker is a premium candidates, a premium person in government, you know, knowing what COBOL is. A start. I mean, these are the things. As we transform and evolve our society, we need thinkers who can figure out which side the streets, self driving cars go on. I mean, who does that? I mean, it's a whole another generation off thinking. How does the Governor how do you see this developing? Because this is the challenge for society. How does California lead? How do you guys talk about the leadership vision of Why California and how will you lead the future? >>Absolutely no governor that I'm aware of that I've been around for 26 27 years of workforce development has led with an innovation background, as this governor has a special around technology and the use of technology. Uh, you know, he's read a book about the use of technology when he was lieutenant governor, and I think it's really important for him that we, as his his staff are also on the leading edge of technology. I brought a badge. I'll systems. Earlier, when I was under the Brown administration, we had moved to where I was at a time employment training panel. We moved to an agile system and deported that one of the first within within the state to do that and coming off of an old legacy system that was an antique. Um, I will say it is challenging. It's challenging on a lot of levels. Mostly the skill sets that are folks have sometimes are not open to a new, agile system to an open source system is also an issue in government. But this governor, absolutely. I mean, he has established three Office of Digital Innovation, which is part of California and department technology, Um, in partnership with and that just shows how much he wants. Thio push our limits to make sure that we are meeting the needs of Californians. But it's also looking at, you know, Silicon Valley being at the heart of our state. How do we best utilize systems that already there? How do we better utilize the talent from those those folks is well, we don't always pay as well as they dio in the state. But we do have great benefit packages. Everybody does eso If anybody's looking for a job, we're always looking for technology. Folks is well on DSO I would say that this governor, absolute leads in terms of making sure that we will be on cutting edge of technology for the nation, >>you know, and, you know, talk about pay. I mean, I know it's expensive to live in some parts of California, but there's a huge young population that wants a mission driven job and serving, um, government for the governments. Awesome. Ah, final parting question for you, Stuart, is, as you look at, um, workforce. Ah, lot of people are passionate about this, and it's, you know, you you can't go anywhere without people saying, You know, we got to do education this way and that way there's an opinion everywhere you go. Cybersecurity is a little bit peaked and focused, but there are people who are paying attention to education. So I have to ask you, what creative ways can people get involved and contribute to workforce development? Whether it's stem underrepresented minorities, people are looking for new, innovative ways to contribute. What advice would you give these people who have the passion to contribute to the next cyber workforce. >>Yeah, I appreciate that question, because I think is one of the key components. But my secretary, Julie Sue, secretary of Labor and Workforce Development Agency, talks about often, and a couple of us always have these conversations around. One is getting people with that passion to work in government one or on. I brought it up community based organizations. I think I think so many times, um, that we didn't work with our CBS to the level of in government we should. This administration is very big on working with CBS and philanthropy groups to make sure that thing engagement those entities are at the highest level. So I would say, You know, students have opportunities. Thio also engage with local CBS and be that mission what their values really drives them towards Andi. That gives them a couple of things to do right. One is to look at what ways that we're helping society in one way or another through the organizations, but it also links them thio their own mission and how they could develop those skills around that. But I think the other piece to that is in a lot of these companies that you are working with and that we work with have their own foundations. So those foundations are amazing. We work with them now, especially in the new administration. More than we ever have, these foundations are really starting to help develop are strategies. My secretary works with a large number of foundations already. Andi, when we do is well in terms of strategy, really looking at, how do we develop young people's attitudes towards the future but also skills towards the future? >>Well, you got a pressure cooker of a job. I know how hard it is. I know you're working hard, appreciate you what you do and and we wish you the best of luck. Thank you for sharing this great insight on workforce development. And you guys working hard. Thank you for what you do. Appreciate it. >>Thank you so much. Thistle's >>three cube coverage and co production of the space and cybersecurity supposed in 2020 Cal Poly. I'm John for with silicon angle dot com and the Cube. Thanks for watching
SUMMARY :
We got a great guest here to talk about the addressing the cybersecurity workforce sure that we have the work force that is necessary for cybersecurity in space. the stage. leading the charge to make sure that we have equity in those jobs and that we are One of the exciting things about California is obviously look at Silicon Valley, Hewlett Packard in the garage, And as the workforce changes, I think that we will continue to lead the nation as we move forward. of life, but defending that and the skills are needed in cybersecurity to defend that. What can we do to highlight this career path? I know a lot of the work that you know, with this bow and other entities we're doing currently, I could be, you know, security clearance, possibly in in is such a key component that if there's a way we could build in internships where experiences I know you guys do a lot of thinking on this is the under secretary. And I think that is where we play a large role, obviously in California and with Kobe, but one observation that I've had and talking to whether it's a commercial or public sector is One of the key components that we look at Labor Workforce Development Agency. It's interesting a lot of the conversation between the private and public partnerships and industry. challenges of finding the qualified staff that we need in the state of California I programmed in the eighties with COBOL is only one credit lab in This is kind of the space industry is pointing to when they say we need people that can code. One of the key components of that is to really look at how do we, um, take what their current skills around the sun is you know, in the old days when I was in college in school, Therefore I get the job you could be Anyone could walk into Because this really is an opportunity for this next generation to be more diverse and And I think those are the long, ongoing conversations with those employer groups to make sure One of the things that was asked And I think it's the right place to start. What can maybe the private sector help with And what are you trying to do? I mean, I think it's going to take industry to lead So one of the things I want to bring up with you is maybe a bit more about the research side of it. But I think a key piece to that is we saw And so one observation that I have is the space state that California is there I think that's a piece that we really need to work with our education partners on of How does the Governor how do you see this developing? But it's also looking at, you know, You know, we got to do education this way and that way there's an opinion everywhere you go. But I think the other piece to that is in a lot of these companies that you are working with and that we work And you guys working hard. Thank you so much. I'm John for with silicon angle dot com and the Cube.
SENTIMENT ANALYSIS :
ENTITIES
Entity | Category | Confidence |
---|---|---|
John Markoff | PERSON | 0.99+ |
California | LOCATION | 0.99+ |
John | PERSON | 0.99+ |
Stuart | PERSON | 0.99+ |
CBS | ORGANIZATION | 0.99+ |
37 | QUANTITY | 0.99+ |
Amazon | ORGANIZATION | 0.99+ |
Cal Poly | ORGANIZATION | 0.99+ |
25 years | QUANTITY | 0.99+ |
Stewart Knox | PERSON | 0.99+ |
45 years | QUANTITY | 0.99+ |
Hewlett Packard | ORGANIZATION | 0.99+ |
Julie Sue | PERSON | 0.99+ |
University of California School | ORGANIZATION | 0.99+ |
six year | QUANTITY | 0.99+ |
27 years | QUANTITY | 0.99+ |
five year | QUANTITY | 0.99+ |
Stanford | ORGANIZATION | 0.99+ |
Stewart | PERSON | 0.99+ |
four year | QUANTITY | 0.99+ |
two year | QUANTITY | 0.99+ |
Tomorrow | DATE | 0.99+ |
75% | QUANTITY | 0.99+ |
over $160 billion | QUANTITY | 0.99+ |
12 | QUANTITY | 0.99+ |
Central Valley | LOCATION | 0.99+ |
Apple | ORGANIZATION | 0.99+ |
Santa California | LOCATION | 0.99+ |
Silicon Valley | LOCATION | 0.99+ |
80% | QUANTITY | 0.99+ |
Palo Alto, California | LOCATION | 0.99+ |
California Workforce Development Agency | ORGANIZATION | 0.99+ |
What the Dormouse | TITLE | 0.99+ |
tomorrow | DATE | 0.99+ |
today | DATE | 0.99+ |
five years | QUANTITY | 0.99+ |
54 times | QUANTITY | 0.99+ |
first | QUANTITY | 0.99+ |
Aziz | PERSON | 0.99+ |
seven months ago | DATE | 0.99+ |
Teoh | PERSON | 0.99+ |
one | QUANTITY | 0.99+ |
one job | QUANTITY | 0.99+ |
40 plus million people | QUANTITY | 0.99+ |
Kobol Systems | ORGANIZATION | 0.99+ |
Governor | PERSON | 0.99+ |
Thio | PERSON | 0.98+ |
over 37,000 vacancies | QUANTITY | 0.98+ |
Lauren | PERSON | 0.98+ |
Office of Digital Innovation | ORGANIZATION | 0.98+ |
One | QUANTITY | 0.98+ |
Labor Workforce Development Agency | ORGANIZATION | 0.98+ |
26 27 years | QUANTITY | 0.98+ |
Java Power Panel V1 FOR REVIEW
(upbeat music) >> Facilitator: From theCUBE studios in Palo Alto in Boston, connecting with other leaders all around the world. This is a CUBE conversation. >> Java is the world's most popular programming language. And it remains the leading application development platform. But what's the status of Java? What a customers doing? And very importantly, what is Oracle's and the community strategy with respect to Java? Welcome everybody to this Java power panel on theCUBE. I'm your host, Dave Vellante. Manish Gupta here, he's the Vice President of Global Marketing at Java for Oracle, Donald Smith is also on the panel, and he's the Senior Director of Product Management at Oracle and we're joined by David Floyd who is a CTO of Wikibon Research and has done a number of research activities on this very topic. Gentlemen, welcome to theCUBE, great to see you. >> Thank you. >> Thank you. >> Manish, I want to start with you. Can you help us understand really what dig into Oracle strategy with respect to Java. The technology, the licensing, the support. How has that evolved over time? Take us through that. >> Dave, with 51 billion JVMs deployed worldwide, Java has truly cemented its position as the language of innovation and the technology world. There's no question about that. In fact, I like to say it's really the language of empowerment. Given the the impact it has had numerous applications ranging from the Mars Rover to genomics and everything in between. As Oracle acquired sign over 10 years ago, it's really kept it front of mind, two aspects of what we want to do with the technology and the platform. The first one was to ensure there was broad accessibility to the technology and the platform for anybody that wanted to benefit from it. And the second one was to ensure that the ecosystem remained vibrant and thriving throughout. I managed to do both. And underpinning these two objectives were really three pillars of our strategy. The first one was around trust, ensuring that openness and transparency of the technology was as was before continued to be the case going forward. The second element of that within the trust pillar was to ensure that as enterprises invested in the technology that investment was protected, it was not, you invest and you lose over a period of time in a backward compatibility, interoperability, certifications, were all foundational to the platform itself to the features, to the innovation moving forward. And more recently as we have rethought to the support, the licensing and the overall structure of the pricing that we have ensured that ultimately the trust comes along in those dimensions as well. So the launch of the Java subscription came along with, pay as you go model, it's a transparent pricing structure and discuss structure published on the website. So you can go and see what it would cost for the desktop on servers or cloud deployment. So those were the things that made kind of the first pillar happen. The second one was Dunno innovation. Over the last 25 years, Java has stood the test of time. It has delivered the needs of today while preparing for the future. And that remains the case. It is not something that has sort of focused on the fat of the day and the hot thing for the day, but really more important that it is prepared to deal with the mission critical, massive scale deployments that can run for years, for decades, in some cases. And keeping that in mind, Oracle has continued to put more and more technology into the open source world with every release that comes out, you can see 80 plus percent of the contributions come from Oracle. So that's the second pillar around innovation. And the third piece of the strategy has been around predictability. Ensuring that Java, the technology and platform perform as advertised, and that goes into the feature releases, it goes into the release process, it goes into the fact that you were broadly within the open JDK environment for developing and executing the roadmap. From a CIO standpoint, it's important to know that the technology used to develop your applications has talent around. And your, if you're going to develop something like Java, you'll find the right Java engineers to do the job. That is not a question, right? And so that's part of predictability. And finally, again with the change in the six months release cadence that came about three years ago, with the release of Java 10, we've really made sure that it's not, no, a bunch of things come about. You don't know when they're going to be released, but you know, like clockwork, you'll have a new Java list every six months. And that's been the case every March and September, since Java 10, you've had a new release of Java with certain features that come up and we just launched Java 15. So trust innovation predictability, have really been the three pillars on which we've executed the strategy for Java. >> Excellent, thank you for that intro, and we're going to get into it now. I'm glad you mentioned the sun acquisition. I said at the time that Java was the linchpin of that acquisition, many people, of course, we looked at the integration piece with the hardware, but it was really Java and the capabilities that it brings. And of course, a lot of Oracle software written in Java and not the least of which is a fusion. But now let's get into the components of this. And I want to talk a little bit about the methodology of this and going to call on you David Floria. But essentially my understanding is that Wikibon went through and David, you led this, you did a technical deep dive, which you always do, did a number of in depth interviews with Java customers. And then of course you also did a web survey and then you built from that data and economic model. So you can try to understand the sort of dimensions of the financials if you will. So what were your key findings there? >> So the key findings were that Java was in a good state that people were happy with the Java. The second key finding is that the business case itself for using the Oracle services, the subscription services was good. It didn't mean to say that that wasn't for every company, the right way to do it, but there was a very good return on that. And the third area was that there was a degree of confidence that the new way of doing things, the six-month cycle, as opposed to the three-year cycle was overall a benefit to the rate of change, the ability for them to introduce new features quickly. >> Okay, well, I mean, you know, and I read that research. And to me my takeaways where I saw the continued relevance of Java, which is kind of goes without saying, but a lot of times it gets lost in the headlines. That subscription piece is key. We're going to get into some of the economics as to how that affects customers and it saves you money. And the other piece was the roadmap becoming more transparent. And I don't want to dig into that a little bit, but before we do, let's get into that innovation component Manish, mentioned that several times, but Don, I want to go to you guys. We have a slide on the various components of the innovation. If you would bring this up and Don I wonder if you could talk to this and give us some examples if you would. >> Yeah, sure. So we were the number one development platform for the last 25 years. We want to be the number one development platform for the next 25 years. And in order to do that, we have to be constantly innovating and constantly innovating not only the business side in terms of the subscription and the support offerings and commercial features like Manish was talking about, but also the platform in general. And so the way we like to talk about innovation as we break it down by these pillars that you can see on the slide. And so the first pillar is continuous improvements to the language. So this is watching developers trying to write the same piece of code over and over again, and us asking, can we make you more efficient? Can we give you more language features that reduce the amount of boilerplate that you have to write? The second pillar is a project that we just announced a few months ago called Leyden. And the idea with Leyden is addressing the longterm pinpoints of Java slow startup time and time to peak performance. So if you go back 10 years ago, everybody knows about Java as an enterprise platform, Java EE application servers. They all had the notion of being very long lived. And so Java at that time would be optimized towards long lived applications, startup, and performance. Where if it took a little while to get there, it didn't matter as long as when it got there, it was super fast. And so we're trying to get that peak performance faster in the world of microservices. In a similar vein with project loom, we're looking at making concurrency simple again, looking at how developers are doing more reactive style programming and realizing that the threading model needs to be rethought from the ground up, that project is looking really, really good. Then we have project Panama. Project Panama is all about making it easier to connect Java with native libraries. Valhalla is all about improving, there's a couple of benefits, but it's all about improving memory density and being able to access and iterate and operate over primitive data types at super fast speeds by better optimizing how that information is stored in memory. And then the other pillar of the final pillar that we have been working on from an innovation perspective is ZGC. We introduced a new garbage collector technology a few years ago, G1GCE a generational garbage collector with the eye towards making garbage collection in Java pause lists. So if you, again, if you go back in time and look at the history of Java, memory management is awesome, but there's always that cost and risk of a garbage collection cycle, taking a bit of time away from a critical application. And ZGC is all about getting rid of that. So lots of innovation, lots of different pillars going on right now. >> Awesome, I'm impressed. There's something after Valhalla. I thought that was Nirvana. (laughing) But now, and these are all open source projects, right? And you guys obviously provide committers, there are other people in the open source world who provide that, is that correct Don? >> Yeah, that's correct. We have about 80% of the contributions in open JDK. We are the stewards of open JDK and lead the project. Most of the pillars I talked about here are you know Oracle folks working on that. >> Awesome. Okay, let's get into some of the data. David, I want to come back to you and talk about some of the survey results guys, if you bring up that next slide. Why David, why do people upgrade? What are the drivers? It's really talks to the large companies and what's different from the small company or mid-size companies? What are the takeaways here? >> David: Well, so this is interesting, and as you might expect, large enterprises, have very concerned about application stability. Whereas midsize or enterprises are much more concerned about the performance, making sure that the performance is good. They are both concerned about reliable performance and security, but it's interesting that from a regulation point of view, mid-size companies really want to make sure that they are obeying the regulations, that they are meeting those. Whereas larger organizations usually have their own security and regulation functions looking very hard at these things. So that looking less to the platform to provide those than their own people. >> Yeah, I think you're right. I think the midsize organizations don't have as many people running around taking care of security and it's harder for them to keep up with the edicts of the organization. So they want to stay more current. Don, I wonder if you can add anything to this data from an innovation standpoint. >> Yeah, well, and from a product management standpoint, and what we see here is when you look at just going from fortune 500 to global 2000, you see things that are important to one or less so than the other. You can extrapolate that all the way down to a small company or a startup. And that's why providing the most flexibility in terms of an offering to allow people to decide what, when, where, and how they would be going to upgrade their software so they can do it when they want, and on their own terms. You can see that that becomes really important. And also making sure that we're providing innovation in a broad way so that it'll appeal both to the enterprise and again extrapolating that forward down to even very small startups. >> You know, David, the other thing that struck me in the data, if we bring up that other piece is the upgrade strategy, and there was a stark difference between large enterprises and midsize organizations. Talk to this data, if you would. >> Yes, this is again, a pretty stark difference between them. When you're looking at large enterprises, they really wants stability and they don't want to upgrade so often. Whereas mid-size enterprises, are much more willing to both upgrade on a regular cadence and really have a much more up-to-date, or have always have the latest software. They're driving smaller applications, but they're much more agile about their approach to it. Again, emphasizing what Don was saying about the smaller enterprises wanting a different strategy and a different way of doing things than large enterprises. >> So Manish this says to me that you got it right from a strategy standpoint. I mean, any color you can add here. >> Yeah, it's very intuitive that whether you're a large organization, a mid-sized enterprise or a small business, right? You face competitive pressures, your dynamics are unique. What you're able to do with the resources, what you desire to do at the pace that is appropriate for your environment, are really unique to you, and to try to force one model across any one size or across any set of dynamics is just not appropriate. So we've always felt that giving the enterprises and the organization, the ability to move at the pace of their business is the right approach. And so when we designed the Oracle Java SE subscription, we truly have that front and center in our thought process. And that structure seems to be working well. >> David, what I like about the way you do research is you actually build an economic model. A lot of these business value projects. I know this well, having been in the business a long time, they'll go out to ask the customer what they got, and then the customer said, "Well, I got a 111% ROI, and boom, that's what it is. You actually construct an economic model, you bring in rules of thumb, it allows you to do what ifs you can test that model and calibrate it against the real world. So I commend you on that. You've done a lot of hard work there, but bottom line at forests, I mean, let's bring up the economics. I mean, that's what people ultimately want to know. Does this save me money? What's the bottom line here? >> Yeah. Yes, that's a very important question. And the way we go about it is to ask the questions so that we can extract from those questions, how much effort it took, for example, to upgrade things, how much effort it took for important applications and not so important applications. So we have a very detailed model driven by the survey itself and in the back of the research, I'm a great believer that you should be able to follow exactly what the research said, what the survey said and how it was applied to the model. So, and what were you focused on was, what was the return of using the Java subscription service or taking an upgrade every six months? Those were the two ways that we looked at it. And for large enterprises, the four-year costs for the enterprise was $11 million, but for taking the additional subscription service, and this was well well covered, the payback is within a year, well covered by the lower costs of managing in a lot of systems and environment. And we found a very similar result on those midsize services. There, it was 3 million, and again, they got that back the year in terms of payback. So, but that's one alternative. There is another alternative that may be worthwhile the extra money if you really want to be up-to-date and or if you want to drive a much more aggressive strategy for your organization. >> So these are huge numbers. I mean, he's talking about 30% savings on average for large and mid-sized enterprises in the percentage terms, but the absolute dollars are actually enormous. So, you know, large companies here, we're talking about $20 billion enterprises with 500 or more Java applications. And mid-size is, you're talking about a couple, two, $3 billion companies. Manish, what are you saying in the customer base in terms of the economics? >> Yeah, you know anytime an organization is looking at an offering and a solution, they want to make sure just giving them the value. And we all know that the priorities of businesses have, they want to focus on that. Managing the Java estate is important, but is it the thing where they want to invest the dollars? And if they are investing the dollars, are they getting the return? We find that if you can give the enterprises an ability where they can see the return, the cost is right for them. And if you can mirror that and you can map it also with reduce risk, then you put the right formula. And with the subscription, they're able to not only see the cost savings that the model indicates clearly, but they're also able to reduce the risk in terms of security protection and other things. So it's a really, really good combination for the enterprises. >> Well, thank you, I wonder Manish, if you could bring us home here and just kind of summarize from your thoughts, everything you've heard today, what are the key takeaways? >> You know Java has been around for 25 years, and we certainly believe it's really positioned well for what's required today. And perhaps more importantly, what is needed for the next decade and for the next 25 years. Having now served thousands of customers with the Java subscription, it's clear that it is meeting the needs of fortune 10 organizations all the way down to a 5% development house, for example. What we're hearing from across the board is really Java has been the go to platform and it continues to be the go to platform for mission critical development and deployment. However, the complexity as the Java estate becomes large when you've got tens to hundreds, in some cases over a thousand applications running across the enterprise, that complexity can be daunting. And the Java subscription is really serving the needs in three ways. One, it's getting them the best of class support from Oracle, which is a steward of Java, the company that is generating over 80% of innovation with every single release. The second thing they're getting the business flexibility. So they can move at the pace that works for them. And therapies is as a business model as indicated that they're getting it at a lower cost while having your list. So the combination of these things is the reason why we're seeing very high renewal rates, why we're seeing thousands of organization take it over. And I want to wrap it up by saying one final thing, that you can count on Oracle to be the transparent, to be the right steward or both technology innovation, as well as to ensuring the support for the vast ecosystem whether it's libraries, frameworks, user groups, educational services and so on. So Java is here, has been here for the enterprise, large and small, and it's ready for the next generation as well. >> Great, thank you for that. Well, one more question. What's the call to action? If I'm a mid-sized company or a large company, I've made investments in Java, what, what should I do next? >> I would say, take a look at the Oracle subscription. It will reduce your rates. It'll save you a cost and it'll give you a lower risk parameter for your organization. >> Great, nice and crisp, I like it. If you like, if you guys don't object, I'm going to give you my summary. I've been taking notes this whole time and so, we've explored two options. Customers can do it yourself or go with the subscription on a regular cadence. It's very clear to me that that Java remains relevant as we set up top. It's the world's most popular programming language we know about all that. The ecosystem is really moving fast. Of course, with the stewardship of Oracle cloud microservices, the development of, of modern applications. I think that the directional changes that Manish you guys and, and Don and Oracle have made were really the right call. The research that David you did, shows that it's serving customers better. It lowers costs, it's cutting down risk particularly for the mid-sized companies that maybe are, or don't have the security infrastructure and the talent to go chase those problems. And I love the roadmap piece. The more transparent roadmap really is going to give the industry and the community much more confidence to invest and move forward. So guys, thanks very much for coming on this CUBE Java power panel. It was great to have you. >> Thank you. >> Thank you. >> Thank you. >> All right, I thank you for watching everybody. This is Dave Vellante, for theCUBE, and we'll see you next time. (soft music)
SUMMARY :
leaders all around the world. And it remains the leading The technology, the and that goes into the feature releases, of the financials if you will. And the third area was that And the other piece and realizing that the threading in the open source world JDK and lead the project. What are the drivers? making sure that the performance is good. and it's harder for them to keep up You can extrapolate that all the way down in the data, if we bring or have always have the latest software. me that you got it right the ability to move at and calibrate it against the real world. and in the back of the research, in terms of the economics? but is it the thing where they and for the next 25 years. What's the call to action? at the Oracle subscription. and the talent to go chase those problems. and we'll see you next time.
SENTIMENT ANALYSIS :
ENTITIES
Entity | Category | Confidence |
---|---|---|
David | PERSON | 0.99+ |
David Floyd | PERSON | 0.99+ |
Dave Vellante | PERSON | 0.99+ |
3 million | QUANTITY | 0.99+ |
Palo Alto | LOCATION | 0.99+ |
four-year | QUANTITY | 0.99+ |
Java 15 | TITLE | 0.99+ |
$11 million | QUANTITY | 0.99+ |
Oracle | ORGANIZATION | 0.99+ |
six-month | QUANTITY | 0.99+ |
5% | QUANTITY | 0.99+ |
Donald Smith | PERSON | 0.99+ |
David Floria | PERSON | 0.99+ |
three-year | QUANTITY | 0.99+ |
tens | QUANTITY | 0.99+ |
Java 10 | TITLE | 0.99+ |
Manish Gupta | PERSON | 0.99+ |
111% | QUANTITY | 0.99+ |
Java | TITLE | 0.99+ |
Wikibon Research | ORGANIZATION | 0.99+ |
two | QUANTITY | 0.99+ |
Manish | ORGANIZATION | 0.99+ |
second element | QUANTITY | 0.99+ |
third piece | QUANTITY | 0.99+ |
500 | QUANTITY | 0.99+ |
25 years | QUANTITY | 0.99+ |
second pillar | QUANTITY | 0.99+ |
two ways | QUANTITY | 0.99+ |
first pillar | QUANTITY | 0.99+ |
both | QUANTITY | 0.99+ |
Don | PERSON | 0.99+ |
Manish | PERSON | 0.99+ |
second pillar | QUANTITY | 0.99+ |
thousands | QUANTITY | 0.99+ |
one alternative | QUANTITY | 0.99+ |
third area | QUANTITY | 0.99+ |
two options | QUANTITY | 0.98+ |
first one | QUANTITY | 0.98+ |
two aspects | QUANTITY | 0.98+ |
over 80% | QUANTITY | 0.98+ |
$3 billion | QUANTITY | 0.98+ |
September | DATE | 0.98+ |
Java EE | TITLE | 0.98+ |
Dave | PERSON | 0.98+ |
10 years ago | DATE | 0.98+ |
Boston | LOCATION | 0.98+ |
second one | QUANTITY | 0.98+ |
six months | QUANTITY | 0.98+ |
One | QUANTITY | 0.98+ |
Stewart Knox V1
>> Announcer: From around the globe, it's theCUBE! Covering Space and Cybersecurity Symposium 2020. Hosted by Cal Poly. >> Hello everyone. Welcome to the Space and Cybersecurity Symposium 2020, put on by Cal Poly and hosted with SiliconANGLE theCUBE here in Palo Alto, California for a virtual conference. Couldn't happen in person this year, I'm John Furrier, your host. The intersection of space and cybersecurity, obviously critical topics, great conversations. We've got a great guest here to talk about the addressing the cybersecurity workforce gap. And we have a great guest, and a feature speaker, Stewart Knox, the undersecretary with California's Labor and Workforce Development Office. Stewart, thanks for joining us today. >> Thank you so much, John. I appreciate your time today and listening to a little bit of our quandaries with making sure that we have the security that's necessary for the state of California and making sure that we have the workforce that is necessary for cybersecurity in space. >> Great. I'd love to get started. I've got a couple of questions for you, but first take a few minutes for an opening statement to set the stage. >> Sure, realizing that in California, we lead the nation in much of cybersecurity based on Department of Defense contractors within the state of California, leading the nation with over 160 billion dollars within the industry just here in California alone and having over 800,000 plus workers full time employment in the state of California is paramount for us to make sure that we face defense manufacturers, approximately 700,000 jobs that are necessary to be filled. There's over 37,000 vacancies that we know of in California, just alone in cybersecurity. And so we look forward to making sure that California Workforce Development Agency is leading the charge to make sure that we have equity in those jobs and that we are also leading in a way that brings good jobs to California and to the people of California, a good education system that is developed in a way that those skills are necessarily met for the employers here in California, and the nation. >> One of the exciting things about California is obviously look at Silicon Valley, Hewlett Packard and the garage story, history, space, it's been a space state, many people recognize California. You mentioned defense contractors. It's well rooted with history, just breakthroughs, bases, technology companies in California. And now you've got technology. This is the cybersecurity angle. Take a minute to give some more commentary to that because that's really notable, and as the workforce changes, these two worlds are coming together and sometimes they're in the same place, sometimes they're not. This is super exciting and a new dynamic that's driving opportunities. Could you share some color commentary on that dynamic? >> Absolutely. And you're so correct. I think in California, we lead the nation in the way that we develop programs, that our companies lead in the nation in so many ways around cyberspace, cybersecurity in so many different areas, for which in the Silicon Valley is just such a leader and those companies are good, qualified companies to do so. Obviously one of the places we play a role is to make sure that those companies have a skilled workforce. And also that the security of those systems are in place for our defense contractors and for the feeder companies, those outlying entities that are providing such key resources to those companies are also leading on a cutting edge for the future. Also again, realizing that we need to expand our training and skills to make sure that those California companies continue to lead, is just such a great initiative. And I think through apprenticeship training programs, and looking at our community college systems, I think that we will continue to lead the nation as we move forward. >> You know, we've had many conversations here in this symposium virtually, certainly around the everyday life of a consumer is impacted by space. You know, we get our car service, Uber, Lyft, we have maps, we have all this technology that was born out of defense contracts and R and D that really changed generations and created a lot of great societal value. Okay, now with space kind of going to the next generation, it's easier to get stuff into space. The security of the systems is now going to be not only paramount for quality of life, but defending that, and the skills are needed in cybersecurity to defend that. And the gap is there. What can we do to highlight the opportunities for career paths? It used to be the day where you get a mechanical engineering degree or aerospace and you graduate and you go get a job, not anymore. There's a variety of paths, career-wise. What can we do to highlight this career path? >> Absolutely correct. And I think it starts, you know, K through 12 system. And I know a lot of the work that (indistinct) and other entities are doing currently. This is where we need to bring our youth into an age where they're teaching us, right, as we become older, on the uses of technology, but it's also teaching where the levels of those education can take them, K through 12, but it's also looking at how the community college system links to that. And then the university system links above and beyond, but it's also engaging our employers. You know, one of the key components, obviously as the employers play a role, for which we can start to develop strategies that best meet their needs quickly. I think that's one of the comments we hear the most, at Labor Agency is how we don't provide a change as fast as we should, especially in technology. You know, we buy computers today and they're outdated tomorrow. It's the same with the technology that's in those computers is that those students are going to be the leaders within that to really develop how those structures are in place. So K through 12 is probably our primary place to start, but also continuing that past the K-12 system. And I bring up the employers and I bring them up in a way, because many times when we've had conversations with employers around what their skills needs were and how do we develop those better? One of the pieces of that, that I think really should be recognized, many times they recognize that they wanted a four year degree, potentially, or a five year or six year degree. But then when we really looked at the skillsets, someone coming out of the community college system could meet those skillsets. And I think we need to have those conversations to make sure, not that they shouldn't be continuing their education. They absolutely should. But how do we get those skillsets built into this into a K-12 plus the two year plus the four year person? >> Yeah, I love the democratization of these new skills, because again, there's no pattern matching 'cause they weren't around before, right? So you got to look at the exposure, to your point, K through 12 exposure, but then there's an exploration piece of it, whether it's community college or whatever progression, and sometimes it's nonlinear, right? I mean, people are learning different ways, combining the exposure and the exploration. That's a big topic. Can you share your view on this? Because this now opens up more doors for people, choice, you got new avenues, you got online, I can get a cloud computing degree now from Amazon and walk in and help. I can be, you know, security clearance possibly in college. So, you know, you get exposure. Is there certain things you see, is it early on? Middle school? And then obviously the exploration, those are two important concepts. Can you unpack that a little bit, exposure and exploration of skills? >> Absolutely, and I think this takes place not only in the K-12 system, but it takes place in our community colleges and our four year universities is that, that connection with those employers is such a key component, that if there's a way we could build in internships, work experiences, what we call on the job training programs, apprenticeship training, pre-apprenticeship training programs, into a design where those students at all levels are getting an exposure to the opportunities within the space and cybersecurity avenue. I think that right there alone will start to solve a problem of having 37 plus thousand openings at any one time in California. Also, I get that there's a burden on employers to do that. And I think that's a piece that we have to acknowledge, and I think that's where education can play a larger role. That's a place we at Labor Workforce Development Agency play a role with our apprenticeship training programs, our pre-apprenticeship training programs. I could go on all day of all of our training programs that we have within the state of California. Many of the list of your partners on this endeavor are partners with Employment Training Panel, which I used to be the director of the Brown administration of. That program alone does incumbent worker training. And so that also is an exposure place where a worker may be, you know, I use the old adage of sweeping the floors one day and potentially writing a large portion of the business, within years. But it's that exposure that that employee gets through training programs, and acknowledging those skill sets and where their opportunities are, is what's valid and important. I think that's where our students, we need to play a larger role than the K-12 system, really, to get that pushed out there. >> It's funny, here in California, you were the robotics clubs in high school are like a varsity sport, you're seeing kids exposed early on with programming, but it's, you know, this whole topic of cybersecurity and space intersection around workforce, and the gaps in the skills, it's not just for the young, certainly the young generation's got to be exposed to what the careers could be and what the possible jobs and societal impact and contributions, what they could be, but also it's people who are already out there. You know, you have retraining, re-skilling, this plays an important role. I know you guys do a lot of thinking on this as the undersecretary, you have to look at this because you know, you don't want to have a label "old and antiquated" systems. And a lot of them are, and they're evolving and they're being modernized by digital transformation. So what does the role of retraining and skill development for these programs play? Can you share what you guys are working on and your vision for that? >> Absolutely. That's a great question. 'Cause I think that is where we play a large role, obviously in California and with COVID-19 is we are faced with today that we've never seen before. At least in my 27 years of running programs, similar to all workforce and economic development, we are having such a large number of people displaced currently that it's unprecedented, we've got employment rates to where we are. We're really looking at how do we take, and we're also going to see industries not return to the level for which they stood at one point in time, you know, entertainment industries, restaurants, all of the alike, really looking at how do we move people from those jobs that were middle skill jobs to upper skill jobs, but the pay points maybe weren't great, potentially. And there's an opportunity for us to skill people into jobs that are there today. It may take training, obviously, but we have dollars to do that, generally, especially within our K-12 and our K-14 systems and our universities. But we really want to look at where those skillsets are at, currently. And we want to take people from that point in time where they sit today, and try to give them that exposure to your point earlier question is how do we get them exposed to a system for which there are job with means that pay well, with benefit packages, with companies that care about their employees. 'Cause that's what our goal is. >> You know, I don't know if you have some visibility on this or an opinion, but one of the observations that I've had and talk to whether it's a commercial or public sector, is that with COVID, there's been a lot of awareness of the situation. We're adequately prepared. There's some readiness, but as everyone kind of deals with it, they're also starting to think about what to do post-COVID as we come out of it, a growth strategy for a company or someone's career. People are starting to have that on the top of their minds. So I have to ask you, is there anything that you see that they say, "Okay, certain areas, maybe not doubling down on other areas, we're going to double down on because we've seen some best practices on a trajectory of value for coming out of COVID with, you know, well-armed skills or certain things." 'Cause that's what a lot of people are thinking right now. And certainly cyber is, I mean, how many jobs are open? So you got "Well that that's kind of maybe not something to double down on, here are areas we see that are working." Can you share your current visibility into that dynamic? >> Absolutely. Another great question. One of the key components that we look at at Labor Workforce Development Agency is to look at the industries in growth modes and ones that are in decline modes. Now COVID has changed that greatly. We were in a growth mode for the last seven, eight years. We saw almost every industry, minus a few, that were all in growth in one way or another, but obviously that has changed. Our landscape is completely different than we saw six, seven months ago. So today we're looking at cybersecurity, obviously with 30 plus thousand job openings, we are looking at Defense Department contractors, obviously, with federal government contracts. We are looking at the supply chains within those. We are looking at healthcare, which has always been one of obviously our large, one of our large entities that has grown over the years. But it's also changed with COVID-19. We're looking at the way protective equipment is manufactured and the way that that will continue to grow over time, we're looking at the service industry. I mean, it will come back, but it won't come back the way we've seen it probably in the past, but where are the opportunities that we develop programs that we are making sure that the skill sets of those folks are transferable to other industries. We have one of the issues that we face constantly in Labor and Workforce Development programs is understanding that over the period of time, especially in today's world, again, with technology, that people's skillsets, we don't see as in my parents' day that you worked at a job for 45 years and you retired at one job potentially. That's been gone for 25 years, but now at the pace for which we are seeing systems change, this is going to continue to amp up, and I will say, youth of today, my 12 year old nephew is in the room next door to me, in a classroom right now online. And so, you know, it's a totally different atmosphere and he's enjoying actually being at home and learning from an all online system. I would not have been able to learn that way, but I think we do see through the K through 12 system, the way we're moving, people's interests will change. And I think that they will start to see things in a different way than we have in the past. They were forced systems. We are an old system, been around since the 30s. Some even we'll say prior to the 30s, came out of the Great Depression in some ways. And that system, we have to change the way we develop our programs. It should not be constant and it should be an evolving system. >> It's interesting. A lot of the conversations between the private and public partnerships and industry, you're seeing an agile mindset where it's a growth mindset, it's also a reality-based mindset and certainly space kind of forces this conversation with cybersecurity of being faster, faster, more relevant, more modern. And you mentioned some of those points, and with COVID impact, the workforce development is certainly going to put a lot of pressure on faster learning. And then you mentioned online learning. This has become a big thing. It's not just putting education online per se. There's new touchpoints. You know, you've got apps, you've got digital. This digital transformation is also accelerating. How do you guys view the workforce development? Because it's going to be open. It's going to be evolving. There's new data coming in and maybe kids don't want to stare at a video conference. Is there some game aspect to it? Is there, how do you integrate these new things that are coming really fast, and it's happening kind of in real time in front of our eyes. So I'd love to get your thoughts on how you guys see that because it'll certainly impact their ability to compete for jobs and/or to self-learn. >> Well, I think one of the key components of California is our innovation, right? And so I think one of the things that we pride ourselves in California is around that. That said, that is the piece that I think the Silicon Valley, and then there's many areas in California that have done the same, or tried to do the same, at least in their economy is to build in innovation. And I think that's part of the K through 12 system, with our state universities and our UCs is to be able to bridge that. I think that you, we see that within universities that really instill an innovative approach to teaching, but also instill innovation within their students. I'm not sure we're there yet fully, with our K-12 system, and I think that's a place that either our community colleges could be a bridge to as well. So that's one component of workforce development I think that we look at as being a key piece. You brought up something that's really interesting to me is when you talk about agile, and one of the things that even in state government, this is going to be shocking to you, but we have not been an agile system as well. I think one of the things that the Newsom administration, Governor Newsom's administration has brought is, and when I talk about agile systems, I actually mean agile systems. We've gone from COBOL systems, which are old and clunky, still operating, but at the same time, we're looking at upgrading all of our systems in a way that even in our technology, in the state of California should be matching, the technology that our great state has within our state. So therein lies, it's also challenges of finding the qualified staff that we need in the state of California for all of our systems and servers and everything that we have currently. So, you know, not only are we looking at external users of labor workforce development, but we're looking at internal users, that the way we redevelop our systems so that we are more agile in two different ways. >> You just got me triggered with COBOL. I programmed in the 80s with COBOL, only one credit lab in college. Never touched it again, thank God. But this is the benefit of cloud computing. I think this is at the heart and this is the undertone of the conference and symposium is cloud computing, you can actually leverage existing resources, whether they're legacy systems, because they are running, they're doing a great job and they do a certain workload extremely well. Doesn't make sense to replace if it does a job. You can integrate it and that's what cloud does. This is opening up more and more capabilities and workloads. This is kind of what the space industry is pointing to when they say "We need people that can code and that can solve data problems," not just the computer scientists, but a large range of people, creative, data, science, everything. How does California's workforce solve the needs of America's space industry? This is because it's a space state. How do you see the labor workforce meeting those needs? >> Yeah, I think it's an investment. Obviously it's an investment on our part. It's an investment with our college partners. It's an investment from our K-12 system to make sure that we are allocating dollars in a way through meeting the demand of industry. And we do look at industry-specific around their needs, obviously this is a large one. We want to be very receptive, and work with our employers and our employee groups to make sure that we meet that demand. I think it's putting our money where our mouth is and designing and working with employer groups to make sure that the training meets their needs. It's also working with our employer groups to make sure that the employees are taken care of and that equity is built within the systems, that we keep people employed in California, and they're able to afford a home and they're able to afford a life here in California, but it's also again and I brought up the innovation component. I think it's building an innovation within systems for which they are employers, but are also our incoming employees and our incumbent workers. And you brought those up earlier, people that are already employed and people that are unemployed currently with a skill set that might match up is how do we bridge those folks into employment that they maybe have not thought about? We have a whole career network of systems out throughout The City of California with the America's Job Centers of California, and they will be working, and they already are working with a lot of dislocated workers. And one of the key components of that is to really look at how do we take what their current skillset might be, and then expose them to a system for which we have 37 plus thousand job openings, too, and how do we actually get those folks employed? It's paid for potentially through that local Workforce Innovation and Opportunity Act funding through our America's Job Centers, to pay for some on the job training. It's to be able to pay for work experiences, it's to be able to pay for internships for students to get that opportunity with our employers and also partnering with our employers that they're paying, obviously a percentage of that too. >> You know, one of the things I've observed over my career, 54 times around the sun is, you know, in the old days, when I was in college and school, you had career, people had the longer jobs, as you mentioned it's not like that anymore. But also I knew someone I'm going to to be in line to get that job, maybe nepotism or things of that nature. Now the jobs have no historical thing or someone worked longer in a job and has more seniority. A lot of these jobs, Stewart, don't have requirements, like no one's done them before. So the ability for someone who is jumping in, either from any college, there's no real, it's all level set, it's a complete upside down script here. It's not like, "Oh, I went to school, therefore I get the job." It can be, anyone can walk into these careers because the jobs are so new. So it's not where you came from or what school you went to or your nationality or gender. The jobs have been democratized. They're not discriminating against people with skills. This opens up more. How do you see that? Because this really is an opportunity for this next generation to be more diverse and to be more contributive because diversity brings expertise and different perspectives. Your thoughts on that. >> Absolutely, and that was one of the things we welcome, obviously. We want to make sure that that everybody is treated equally and that the employers view everyone as an employer of choice, but an employee of choice as well. We've also been looking at, as I mentioned before on the COVID situation, looking at ways that folks that are maybe stuck in jobs that don't have a huge career pathway, or they don't have a pathway out of poverty. I mean, we have a lot of working poor people in the state of California that may now due to COVID lost their employment. This, you know, let's turn back to the old adage, let's turn lemons into lemonade. How do we take those folks and get them employed into jobs that do have a good career pathway? And it's not about just who you knew, or who you might have an in with to get that job. It is based on skills. I think though, that said, we need to have a better way to actually match those jobs up with those employers. And I think those are the ongoing conversations with those employer groups to make sure that, one, that they see those skill sets as valid and important. They're helping design those career sets with us so that they do match up and that we're quickly matching up those close skillsets so that we're not training people for yesterday's skills. >> I think the employer angle's super important, but also the educators as well. One of the things that was asked in another question by the guest, they said, she said, the real question to ask is, how early do you start exposing the next generation? You mentioned K through 12, do you have any data or insight into or intuition or best practice of where that insertion point is, that exposure point? Is it middle school? Is it elementary, honestly, high school, once you're in high school, you got your training wheels are off, you're off to the races, but is there a best practice? What's your thoughts, Stewart, on exposure level to these kinds of new cyber and technical careers? >> Sure, absolutely. I would say kindergarten. We, San Bernardino has a program that they've been running for a little bit of time, and they're exposing students K through 12, but really starting in kindergarten. One is the exposure to what a job looks like. And then actually I've gone down to that local area and I've had the opportunity to see, you know, second graders in a healthcare facility, basically, that they have on campus built-in. And they're going from one workstation as a second grader, looking at what those skills would be and what that job would entail from a nurse to a doctor, to a physician's assistant, and really looking at what that is. You know, obviously they're not getting the training that a doctor gets, but they are getting the exposure of what that would be. And I think that is amazing. And I think it's the right place to start. It was really interesting 'cause as I left, this was pre-COVID, but as I jumped on the plane to come back up north, I was thinking to myself, "How do we get this to all school districts in California where we see that opportunity to expose jobs and skill sets to kids throughout the system and develop those skill sets so that they do understand that they have an opportunity?" >> We are here at Cal Poly Space and Cybersecurity Symposium. We have educators, we have students, we have industry and employers and government together. What's your advice to them all watching and listening about the future of work, this workforce, what can people do? What do you think you're enabling? What can maybe the private sector help with and what are you trying to do? Can you share your thoughts on that? Because we have a range from the dorm room to the boardroom here at this event. I'd love to get your thoughts on the workforce development view of this. >> Yeah, absolutely. And I think that's the mix. I mean, I think it's going to take industry to lead, in a lot of ways in terms of understanding what their needs are and what their needs are today and what they will be tomorrow. I think it takes education to listen, and to understand, and labor and workforce development to also listen and understand what those needs will look like. And then how do we move systems? How do we move systems quickly? How do we move systems in a way that meets those needs? How do we put money into systems where the most need is, but also looking at trends? What is that trend going to look like in two years? What is that trend going to look like in five years, (indistinct), again, listening to those employers, it's also listening to the community-based organizations. I think obviously some of our best students are also linked to CBOs in one way or another. It may be for services, it may be for faith-based, it may be anything, but I think we also need to bring in the CBOs as well. A lot of outreach goes through those systems in conjunction with, but I think that's the key component is to make sure that our employers are heard and that they sit at the table, like you said, to the boardroom of understanding, and I think bringing students into that so that they get a true understanding of what that looks like as well, is a key piece of this. >> Stu, one of the things I want to bring up with you is maybe a little bit more about the research side of it, but John Markoff, who was a former New York times reporter, but author of the book, "What the Dormouse Said," it was a book about the counterculture of the 60s and the computer revolution. And really it was about how government defense spending drove the computer revolution that we now saw with Apple and PC. And then the rest is history in California, has really participated, Stanford, the Berkeley, and the University of California school system, and all the education community colleges around it. That moment, the enablement, and now you're seeing space kind of bringing that, a lot of research coming in, need a lot of billionaires putting money in, you've got employers playing a role. You have this new focus, space systems, cybersecurity defending and making it open and, not congested and peaceful, is going to enable quickly, new inflection points for opportunities. I want to get your thoughts on that because California's participated and drove those revolutions, that's created massive value. This next wave seems to be coming upon us. >> Yeah, absolutely. And again, not to use COVID again as too much of a starting point to this, but I think that is also an opportunity to actually, 'cause I think one of the things that we were seeing seven months ago was a skill shortage, and we still see the skill shortage, obviously. But I think a key piece to that is we saw a people shortage. Not only was it skill shortage, but we didn't have enough people really to fill positions in addition, too, and I think that people also felt they were already paying the bills and they were making ends meet and they didn't have the opportunities to get additional skills. This again is where we're looking at, you know, our world has changed. It changed in the 60s based on what you're just expressing in terms of California leading the way. Let's let California lead the way again in developing a system for which labor workforce development with our universities, our amazing universities and community college system structure, of how do we get students back into school? You know, a lot of graduates may already have a degree, but how do they now take a skill set that they already have and develop that further with the idea that those jobs have changed? We also have a lot of folks that don't have a degree, and that's okay, but how do we make that connection to a system that may have failed a lot of our people over the years, and our students who didn't make it through the school system, how do we develop an adult training school? How do we develop contract education through our community college system with our employer sets, that we develop cohorts within the systems of workers that have amazing talents and abilities to start to fill these needs. And I think that's the key components that here at Labor Workforce Development Agency, we work with our community colleges, our UCs and our state universities to develop and figure that piece out. And I think it is our opportunity for the future. >> That's such a great point. I want to call that out, this whole opportunity to retrain people that are out there because these are new jobs. I think that's a huge opportunity and, I hope you keep building and investing in those programs. That's really worth calling out. Thank you for doing that. And yeah, it's a great opportunity to gain these jobs. They pay well, too, cybersecurity's a good job and you don't really need to have that classical degree. You can learn pretty quickly if you're smart. So again, great call out there. A question for you on geography. You mentioned COVID, we're talking about COVID, virtualization, we're virtual with this conference. We couldn't be in person. People are learning virtually, but people are starting to relocate virtually. And so one observation that I have is the space state that California is, there's space clusters of areas where space people hang out, or space spaces and whatnot. Then you got like the tech community, the cybersecurity market, you know, Silicon Valley, you know, the talent is in these hubs. And sometimes cyber's not always in the same hubs as space. Maybe Silicon Valley has some space here, and some cyber, but that's not generally the case. This is an opportunity potentially to intersect. What's your thoughts on this? Because this is something that we're seeing, where space has historical, you know, geographies. Now with borderless communication, the work mode is not so much "You have to move to this space area." You know what I'm saying? So what's your thoughts on this? How do you guys look at, this is on your radar, and how you're viewing this dynamic. >> It's absolutely on our radar. Like you said, you know, here we are, talking virtually, and you know, 75% of all of our staff currently, in some of our departments, it's 80% of our staff, are now virtual. Seven months ago, we were not. Government, again, being slow move, we quickly transitioned, obviously, to being able to have a telework capacity. We know employers moved probably even more quickly than we did, but we see that as an opportunity for our rural areas, our Central Valley, our Northstate, Inland Empire. That you're absolutely correct. I mean, if you didn't move to a city or to a location for which these jobs were really housed, you didn't have an opportunity like you do today. I think that's a piece that we really need to work with our education partners on, to be able to see how much this has changed. Labor Agency absolutely recognizes this. We are investing funding in the Central Valley. We're investing funding in the Northstate and Inland Empire to really look at youth populations, of how the new capacity that we have today is going to be utilized for the future for employers. But we also have to engage our universities around this as well, but mostly our employers. I know that they're already very well aware. I know that a lot of our large employers within Silicon Valley have already done it. They're doing almost 100% telework policies, but the affordability to live in rural areas in California, also enables us to have a way to make products more affordable as well, potentially in the future. But we want to keep California businesses healthy and whole in California, of course. And that's another way we can expand and keep California home to our 40 plus million people. >> Well Stewart, great work and congratulations for doing such a great job. Keep it up. I got to ask you about the governor. I've been following his career since he's been in office as a political figure. He's progressive, he's cutting edge. He likes to rock the boat a little bit here and there, but he's also pragmatic. You're starting to see government workers starting to get more of a tech vibe. Just curious from your perspective, how does the governor look at, I mean, the old, I won't say "old guard," but like, you know, it used to be, you become a lawyer, you become a lawmaker. Now a tech savvy lawmaker is a premium candidate, is a premium person in government. Knowing what COBOL is, is a start. I mean, these are the things that as we transform and evolve our society, we need thinkers who can figure out which side of the streets self driving cars go on. I mean, who does that? It's a whole nother generation of thinking. How does the governor, how do you see this developing? Because this is the challenge for society. How does California lead? How do you guys talk about the leadership vision of why California and how will you lead the future? >> Absolutely. No governor that I'm aware of, and I've been around for 26, 27 years of workforce development, has led with an innovation background as this governor has, especially around technology and the use of technology. You know, he's wrote a book about the use of technology when he was lieutenant governor. And I think it's really important for him that we, as his staff are also on the leading edge of technology. I brought up agile systems earlier. When I was under the Brown administration, we had moved to where I was at the time, Employment Training Panel, we moved to an agile system and deployed that. One of the first within the state to do that and coming off of an old legacy system that was an antique. I will say it is challenging. It's challenging on a lot of levels. Mostly the skill sets that our folks have, sometimes are not open to a new agile system, to an open source system is also an issue in government. But this governor absolutely, I mean, he has established the Office of Digital Innovation, which is part of California Department of Technology, in partnership with, and that just shows how much he wants to push our limits to make sure that we are meeting the needs of Californians. But it's also looking at, you know, Silicon Valley being at the heart of our state, how do we best utilize systems that are already there? How do we better utilize the talent from those folks as well? We don't always pay as well as they do in the state, but we do have great benefit packages, everybody knows. So if anybody's looking for a job, we're always looking for technology folks as well. And so I would say that this governor absolutely leads in terms of making sure that we will be on cutting edge technology for the nation. >> And, you know, talk about pay, I mean, I know it's expensive to live in some parts of California, but there's a huge young population that wants a mission-driven job, and serving the government for the government, it's awesome. A final parting question for you, Stewart, is as you look at the workforce, a lot of people are passionate about this and it's, you know, you can't go anywhere without people saying, you know, "We've got to do education this way, and that way," there's an opinion everywhere you go. Cybersecurity, obviously a little bit peaked and focused, but there are people who are paying attention to education. So I have to ask you what creative ways can people get involved and contribute to workforce development, whether it's STEM, underrepresented minorities, people are looking for new, innovative ways to contribute. What advice would you give these people who have the passion to contribute to the next cyber workforce? >> Yeah, I appreciate that question because I think it's one of the key components that my secretary, Julie Su, secretary of Labor and Workforce Development Agency, talks about often. And a couple of us always have these conversations around one is getting people with that passion to work in government, one, or, and I brought it up community-based organizations. I think so many times that we didn't work with our CBOs to the level that in government, we should, this administration is very big on working with CBOs and philanthropy groups to make sure that the engagement of those entities are at the highest level. So I would say, students have opportunities to also engage with local CBOs and be that mission, what their values really drives them towards. And that gives them a couple of things to do, right? One is to look at ways that we're helping society in one way or another through those organizations, but it also links them to their own mission and how they can develop those skills around that. But I think the other piece to that is in a lot of these companies that you are working with and that we work with, have their own foundations. So those foundations are amazing. We work with them now, especially in the Newsom administration, more than we ever have. These foundations are really starting to help develop our strategies. My secretary works with a large number of foundations already, and we do as well in terms of strategy, really looking at how do we develop young people's attitudes towards the future, but also skills towards the future? >> Well, you got a pressure cooker of a job. I know how hard it is. I know you're working hard and appreciate what you do. And, and we wish you the best of luck, thank you for sharing this great insight on workforce development. And you guys are working hard. Thank you for what you do. Appreciate it. >> Great. Thank you so much. I appreciate it. >> This is theCUBE coverage and co-production of the Space and Cybersecurity Symposium 2020 with Cal Poly. I'm John Furrier with siliconangle.com and theCUBE. Thanks for watching. (calm music)
SUMMARY :
the globe, it's theCUBE! the undersecretary with California's and making sure that we have the workforce for an opening statement to set the stage. is leading the charge to and as the workforce changes, And also that the and the skills are needed in And I know a lot of the work that and the exploration. Many of the list of your and the gaps in the skills, all of the alike, really looking at that on the top of their minds. One of the key components that we look at A lot of the conversations that the way we redevelop our systems I programmed in the 80s with COBOL, is to really look at how do we take and to be more contributive that may now due to COVID the real question to ask is, One is the exposure to and what are you trying to do? and that they sit at the table, and the University of But I think a key piece to that but that's not generally the case. of how the new capacity that we have today I got to ask to make sure that we are meeting and serving the government for and that we work with, And, and we wish you the best of luck, Thank you so much. of the Space and Cybersecurity
SENTIMENT ANALYSIS :
ENTITIES
Entity | Category | Confidence |
---|---|---|
John Markoff | PERSON | 0.99+ |
California | LOCATION | 0.99+ |
Stewart | PERSON | 0.99+ |
Julie Su | PERSON | 0.99+ |
Stanford | ORGANIZATION | 0.99+ |
John | PERSON | 0.99+ |
John Furrier | PERSON | 0.99+ |
Cal Poly | ORGANIZATION | 0.99+ |
80% | QUANTITY | 0.99+ |
Stewart Knox | PERSON | 0.99+ |
25 years | QUANTITY | 0.99+ |
Amazon | ORGANIZATION | 0.99+ |
Silicon Valley | LOCATION | 0.99+ |
Uber | ORGANIZATION | 0.99+ |
45 years | QUANTITY | 0.99+ |
University of California | ORGANIZATION | 0.99+ |
27 years | QUANTITY | 0.99+ |
six year | QUANTITY | 0.99+ |
What the Dormouse Said | TITLE | 0.99+ |
Hewlett Packard | ORGANIZATION | 0.99+ |
Apple | ORGANIZATION | 0.99+ |
four year | QUANTITY | 0.99+ |
five year | QUANTITY | 0.99+ |
Office of Digital Innovation | ORGANIZATION | 0.99+ |
75% | QUANTITY | 0.99+ |
two year | QUANTITY | 0.99+ |
Workforce Innovation and Opportunity Act | TITLE | 0.99+ |
tomorrow | DATE | 0.99+ |
California Department of Technology | ORGANIZATION | 0.99+ |
Palo Alto, California | LOCATION | 0.99+ |
54 times | QUANTITY | 0.99+ |
Lyft | ORGANIZATION | 0.99+ |
California Workforce Development Agency | ORGANIZATION | 0.99+ |
Seven months ago | DATE | 0.99+ |
Newsom | ORGANIZATION | 0.99+ |
over 160 billion dollars | QUANTITY | 0.99+ |
approximately 700,000 jobs | QUANTITY | 0.99+ |
Central Valley | LOCATION | 0.99+ |
one | QUANTITY | 0.99+ |
today | DATE | 0.99+ |
COVID-19 | OTHER | 0.99+ |
One | QUANTITY | 0.99+ |
Labor Workforce Development Agency | ORGANIZATION | 0.99+ |
one day | QUANTITY | 0.99+ |
seven months ago | DATE | 0.99+ |
six | DATE | 0.99+ |
Defense Department | ORGANIZATION | 0.99+ |
first | QUANTITY | 0.99+ |
COVID | ORGANIZATION | 0.99+ |
two years | QUANTITY | 0.98+ |
five years | QUANTITY | 0.98+ |
over 37,000 vacancies | QUANTITY | 0.98+ |
Aviatrix Altitude - Panel 5 - Aviatrix Certified Engineers (ACE)
>>from Santa Clara, California. In the heart of Silicon Valley, it's the queue covering altitude 2020. Brought to you by aviatrix. >>Next panel is the aviatrix certified engineers, also known as Aces. This is the folks that are certified their engineering. They're building these new solutions. Please welcome Toby Foster Informatica Stacy Linear from terror data. And Jennifer read with Victor Davis to the stage. >>So we're gonna show you a jacket. Yeah, I get it. >>I was just gonna I was just gonna really rib you guys. See? Where's your jackets? And Jen's got the jacket on. Okay. >>Good. Love. The aviators. Aces, Pilot gear. They're above the clouds. Storage to new heights. So guys, aviatrix pace is love the name. I think it's great. Certified. This is all about getting things engineered. So that level of certification I want to get into that. But first take us through the day in the life on a SAS. And just to point out, Stacy's a squad leader. So he's He's like Squadron leader, quadrant leader, quadrant leader. So it's got a bunch of pieces underneath him, but share your perspective day in the life. We'll start with you. >>Sure, So I have actually a whole team that works for me both in the in the North America, both in the U. S. And in Mexico. And so I'm eagerly working to get them certified as well, so I can become a squad leader myself. But it's important because one of the critical gaps that we found is people having the networking background. Because there you graduate from college and you have a lot of computer science background. You can program. We've got python, but now working and packets they just don't get. And so just taking them through all of the processes that it's really necessary to understand when you're troubleshooting is really critical. And, um, because you're going to get an issue where you need to figure out where, exactly is that happening on the network, you know, is by my issue just in a vpc is on the instant side is a security group or is it going on prim? And is this something actually embedded within Amazon itself? I mean, I trouble shot an issue for about six months going back and forth with Amazon, and it was the VW VPN because they were auto scaling on two sides, and we ended up having to pull out the Cisco's and put in aviatrix so I could just say OK, it's fixed and actually actually help the application teams get to that and get it solved. But I'm taking a lot of junior people and getting them through that certification process so they can understand and see the network The way I see the network, I mean, look, I've been doing this for 25 years, but I got out when I went in the Marine Corps. That's what I did and coming out The network is still the network, but people don't get the same training they get. They got >>just so he just write some software that takes care of itself, but we'll come back to that. I want to come back to that problem solve with Amazon, but I think the only thing I have to >>add to that is that it's always the network as long as I've been in. Networking has always been the network's fault. If you're in the I'm even to this day, you know, still, networks fault, and part of being a network guy is that you need to prove when it is and when It's not your fault. And that means you need to know a little bit about 100 different things. Make that >>And now you got a full stack. Dev Ops, you know, a lot more time. Another 100 times are changing your squadron leader. I get that right. What is? What is the squadron leader first? Could you describe what it is? I think probably just leading off with network components of it. But they from my perspective when you think about what you asked them was it's about no issues and the escalations off my days like that. That's a good outcome. That's a good day. Is a good day's a good day for you. Mention the Amazon. This brings up a good point when you have these new waves come in. You have a lot of new things. New use cases, a lot of the finger point against that guy's problem that girls problems. So what? How do you solve that? And how do you get the young guns up to speed? Is there training is that this with a certification comes in, >>whatever the certification is really going to come in I know when we, uh, we got together at reinvent one of the questions that that we had with with Steven the team was What? What should our certification look like? You know, she would just be teaching about what aviatrix troubleshooting brings to bear. But what should that be like? And I think Toby and I was like, No, no, no, no, that's going a little too high. We need to get really low because the better someone can get actually understanding what's actually happening in the network and where to actually troubleshoot the problem, how to step back each of those processes. Because without that, it's just a big black box and they don't know, you know, because everything is abstracted in Amazon and a Net and Azure and Google, it's abstracted in there. These virtual gateways they have VPN is that you just don't have the logs on is you just don't know. And so then what tools can you put in front of them of where they can look because there are full logs? Well, as long as they turned on the flow logs when I built it, you know, and there's like each one of those little things that well, if they had decided to do that when they built it, it's there. But if you can come in later to really supplement that with training to actual troubleshoot and do a packet capture here as it's going through the teaching them how to read act. Even >>so, we were talking before we came on up on stage about your career. You've been networking all your time, and then, you know, you're no mentoring a lot of younger people. How is that going? Because the people who come in fresh, they don't have all the old war stories they don't talk about, You know, it's never fall. I walk in bare feet in the snow when I was your age, so easy now, right? They say, What's your take on how you train the young piece? >>So I've noticed two things. One is that they are up to speed a lot faster in generalities of networking. They can tell you what network is in high school level now where I didn't learn that until midway through my career, and they're learning it faster, but they don't necessarily understand why it's that way here, you know, everybody thinks that it's always slash 24 for a submit, and they don't understand why you can break it down. Smaller. What? It's really necessary. So the ramp up speed is much faster for these guys that are coming in, but they don't understand why. And they need some of that background knowledge to see where it's coming from. And why is it important? And that's old guys. That's where we thrive. >>Jennifer, you mentioned you got in from the Marines helps. But when you got into networking, how what was it like that? And compare it now? Almost like we heard earlier. Static versus Dynamic. Don't be static. And then you just set the network. You got a perimeter? >>Yeah. No, there was no such thing. Yeah, no. So, back in the day, I mean, yeah, I mean, we had banyan vines for email, you know, we had token ring and I had to set up token ring networks and figure out why that didn't work. Because how many of things were actually sharing it, But then actually, just cutting fiber and running fiber cables and dropping them over, you know, shelters to plug them in, and Oh, crap. They swung it too hard and shattered. And I got a great polish this thing and actually shoot like to see if it works. I mean, that was the network crypt. Five cat, five cables to run an Ethernet, you know? And then from that to set network switches. Dumb switches like those were the most common ones you had then, actually configuring routers and, you know, logging into a Cisco router and actually knowing how to configure that. And it was funny because I had gone all the way up. It was a software product manager for a while, So I've gone all the way up the stack. And then, ah, two and 1/2 3 years ago, I came across, too, to work with NTT Group that became Victor Davis. But we went to help one of our customers, Avis, and it was like, Okay, so we need to fix the network. Okay, I haven't done this in 20 years, but all right, let's get to it, you know, because it really fundamentally does not change. It's still the network. I mean, I've had people tell me Well, you know, when we go to containers, we will not have to worry about the network. And I'm like, Yeah, you don't I >>dio. And then with this with program ability is really interesting. So I think this brings up the certification. What are some of the new things that people should be aware of that come in with the aviatrix? A certification? What are some of the highlights? Can you guys share some of the highlights around certifications? >>I think some of the importance is that its it doesn't need to be vendor specific for network generality or basic networking knowledge. And instead of learning how Cisco does something or how Palo Alto does something, we need to understand how and why it works as a basic model and then understand how each vendor has gone about that problem and solve it in a general. That's true in Multi Cloud as well. You can't learn how cloud networking works without understanding how AWS and Measure and GC P r. All slightly the same, but slightly different and some things work and some things don't. I think that's probably the number one take. >>I think having a certification across clouds is really valuable because we heard the global outside of the business issues. What does it mean to do? That code is that networking is the configurations that aviatrix what is the state matrix is a certification, but what is it about the multi cloud that makes it multi networking and multi vendor? But the >>easy answer is yes, >>yes, it's >>all got to be a general. Let's get your hands and you have to be >>right. And it takes experience because it's every every cloud vendor has their own certification. Um, whether that stops and, um, advanced networking and events, security or whatever it might be. Yeah, they can take the test, but they have no idea how to figure out what's wrong with that system in the same thing with any certification. But it's really getting your hands in there. And actually having to troubleshoot the problems, you know, actually work the problem, you know, and calm down. It's going to be OK because I don't know how many calls I've been on or even had aviatrix join me on. It's like, Okay, so everyone calm down. Let's figure out what's happening. It's like we've looked at that screen three times looking at it again. It's not going to solve that problem, right, But at the same time, remaining calm. But knowing that it really is, I'm getting a packet from here to go over here. It's not working. So what could be the problem, you know, and actually stepping them through those scenarios. But that's like, you only get that by having to do it, you know, and and seeing it and going through it. And >>I have a question. So, you know, I just see it. We started this program maybe six months ago. We're seeing a huge amount of interest. I mean, where oversubscribed on all the training sessions, we've got people flying from around the country, even with Corona virus flying to go to Seattle to go to these events were over >>subscribed. Good is that originally they would put their Yeah. Is >>that something that you see in your organizations? Are you recommending that two people do you see? I mean, I'm just I guess I'm surprised. I'm not surprised, but I'm really surprised by the demand, if you would of this multi cloud network certification. Is there really isn't anything like that? Is that something you guys could comment on? That do you see the same things in your organization I see from >>my side Because we operate in a multi cloud environments that really helps. It's beneficial. Yeah, >>I think I would add that, um, networking guys have always needed to use certifications to prove that they know what they know. It's not good enough to say. Yeah, I know. I p addresses are I know how the network works and a couple little check marks. Our little letters by your helps give you validity. So even in our team, we can say, Hey, you know, we're using these certifications to know that you know enough of the basics and enough of the understandings that you have the tools necessary, >>right? So I guess my final question for you guys is why and a certification is relevant. And then second part is share with Livestream folks who aren't yet a certified or might want to jump in to be aviator certified engineers. Why is it important? So why is it relevant? And why should someone want to be a certified engineer? >>I think my V is a little different. I think certification comes from proving that you have the knowledge not proving that you get a certification to get. I mean, they're backwards. So when you've got the training and the understanding in the you use that to prove and you can, like, grow your certification list with it versus studying for a test to get a certification and have no understanding of >>that. So that who is the right person that look at this and saying I'm qualified is a network engineer. Is that a Dev ops person? What your view? Is it a certain >>you know, I think Cloud is really the answer. It's the as we talked like the edge is getting eroded. So is the network definition getting eroded? We're getting more and more of some network. Some develop some security lots and lots of security. Because network is so involved in so many of them, that's just the next progression. >>You want to add something there, I would say expand that to more automation engineers because we have those now, so I'm probably extended >>Well, I think the training classes themselves are helpful, especially the entry level ones for people who maybe quote unquote cloud architects. But I've never done anything in networking for them to understand why we need those things to really work, Whether or not they go through it. Eventually get a certification is something different. But I really think fundamentally understanding how these things work. It makes them a better architect. Make some better application developer, but even more so as you deploy more of your applications into the cloud. Really getting an understanding even from our people have tradition down on Prem networking. They can understand how that's gonna work in the cloud. >>I know we've got just under 30 seconds left. I want to get one more question than just one more for the folks watching that are maybe younger than I don't have. The networking training from your experience is, each of you can answer. Why should they know about networking? What's the benefit? What's in it for them? Motivate them, share some insights and why they should go with the deeper and networking space we'll start with. You know, I would say it's probably fundamental right after delivery solutions networking. Use the very top. I >>would say. If you fundamental of an operating system running on a machine, how those machines talk together, um, is a fundamental change is something that starts from the base and work your way up. >>Well, I think it's a challenge because you've come from top down. Now you're going to start looking from bottom up, and you want those different systems to cross, communicate and say you built something and your overlapping eyepiece space. Not that that doesn't happen. But how can I actually make that still operate without having to re? I re platform? It's like those challenges, like those younger developers or Cisco engineers can really start to get their hands around and understand those complexities and bring that forward in their careers. >>And, you know, the pipes are working plumbing. >>That's right. >>And they know how it works. How to code it. >>That's right. >>Awesome. Thank you, guys for great insights. Ace certified engineers, also known as aces, give a round of applause. >>Yeah, Yeah, that's great. Thank you. Okay, alright, that >>concludes my portion. Thank you, Steve. Thanks for having >>on. Thank you very much. That was fantastic. Everybody >>running with John Furrier. Yeah. So Great event. Great event. I'm >>not gonna take along with that. We got lunch outside for the people here. Just a couple of things. I just called action, right? So we saw the aces. You know, for those of you out of the stream here, become a certified. It's great for your career. Is great for not knowledge is is fantastic. It's not just an aviatrix thing. It's going to teach you about cloud networking, multi cloud networking with a little bit of aviatrix, exactly what the Cisco CC IE program was for I p Network. That type of the thing that's number one second thing is, is is learn, right? So there's a There's a link up there for the for to join the community, get like I started this. This is a community. This is the kickoff to this community, and it's a movement. So go to what may be community dot IBM dot com. Starting a community of multi cloud. So you get trained learn. I'd say the next thing is we're doing over 100 seminars in across the United States and also starting into Europe. Soon we will come out and we'll actually spend a couple hours and talk about architecture and talk about those beginning things. For those of you on the you know, on the live stream in here as well. You know, we're coming to a city near you. Go to one of those events. It's a great way to network with other people that are in the industry as well is to start to learn and get on that multi cloud journey. And then I'd say the last thing is, you know, we haven't talked a lot about what aviatrix does here, and that's intentional. We want you, you know, leaving with wanting to gnome or and schedule get with us and schedule a multi our architecture workshop sessions. So we we sit down with customers and we talk about where they're at in that journey and, more importantly, where they're going and define that end state architecture from networking, compute storage, everything and everything you've heard. Today. Every panel kept talking about architecture, talking about operations. Those are the types of things that we saw. We help. You could define that canonical architecture that system architecture, that's yours. So for so many of our customers, they have three by five plotted lucid charts, architecture, drawings, and it's the customer name slash aviatrix our network architecture, and they put it on the whiteboard that's what we and that's the most valuable thing they get from us. So this becomes there 20 year network architecture, drawing that. They don't do anything without talking us. And look at that architecture. That's what we do in these multi hour workshop sessions with customers. And that's super super powerful. So if you're interested, definitely call us. And let's schedule that with our team. So anyway, I just want to thank everybody on the livestream. Thank everybody here. Hopefully it was It was very useful. I think it waas and join the movement. And for those of you here, join us for lunch and thank you very much. >>Yeah, >>yeah, yeah.
SUMMARY :
Brought to you by aviatrix. This is the folks that are certified their engineering. So we're gonna show you a jacket. I was just gonna I was just gonna really rib you guys. So guys, aviatrix pace is love the name. exactly is that happening on the network, you know, is by my issue just I want to come back to that problem solve with Amazon, but I think the only thing I have to and part of being a network guy is that you need to prove when it is and when It's not your fault. And how do you get the young guns up to speed? is that you just don't have the logs on is you just don't know. you know, you're no mentoring a lot of younger people. but they don't necessarily understand why it's that way here, you know, And then you just set the network. I mean, I've had people tell me Well, you know, when we go to containers, Can you guys share some of the highlights I think some of the importance is that its it doesn't need to be vendor specific is the configurations that aviatrix what is the state matrix is a certification, all got to be a general. to troubleshoot the problems, you know, actually work the problem, you know, So, you know, I just see it. Good is that originally they would put their Yeah. that something that you see in your organizations? my side Because we operate in a multi cloud environments that really helps. and enough of the understandings that you have the tools necessary, So I guess my final question for you guys is why and a certification is that you have the knowledge not proving that you get a certification to get. So that who is the right person that look at this and saying I'm qualified is a network engineer. So is the network definition getting eroded? Make some better application developer, but even more so as you deploy more of your applications each of you can answer. from the base and work your way up. say you built something and your overlapping eyepiece space. And they know how it works. Thank you, guys for great insights. Okay, alright, that Thanks for having on. Thank you very much. running with John Furrier. on the you know, on the live stream in here as well.
SENTIMENT ANALYSIS :
ENTITIES
Entity | Category | Confidence |
---|---|---|
Steve | PERSON | 0.99+ |
Amazon | ORGANIZATION | 0.99+ |
Europe | LOCATION | 0.99+ |
Cisco | ORGANIZATION | 0.99+ |
Jennifer | PERSON | 0.99+ |
Steven | PERSON | 0.99+ |
Stacy | PERSON | 0.99+ |
Victor Davis | PERSON | 0.99+ |
Seattle | LOCATION | 0.99+ |
Silicon Valley | LOCATION | 0.99+ |
25 years | QUANTITY | 0.99+ |
U. S. | LOCATION | 0.99+ |
Aces | ORGANIZATION | 0.99+ |
Mexico | LOCATION | 0.99+ |
Marine Corps | ORGANIZATION | 0.99+ |
20 year | QUANTITY | 0.99+ |
North America | LOCATION | 0.99+ |
Santa Clara, California | LOCATION | 0.99+ |
two people | QUANTITY | 0.99+ |
Today | DATE | 0.99+ |
AWS | ORGANIZATION | 0.99+ |
NTT Group | ORGANIZATION | 0.99+ |
python | TITLE | 0.99+ |
United States | LOCATION | 0.99+ |
six months ago | DATE | 0.99+ |
ORGANIZATION | 0.99+ | |
two things | QUANTITY | 0.99+ |
Jen | PERSON | 0.99+ |
One | QUANTITY | 0.99+ |
John Furrier | PERSON | 0.99+ |
both | QUANTITY | 0.99+ |
20 years | QUANTITY | 0.99+ |
five cables | QUANTITY | 0.99+ |
Avis | ORGANIZATION | 0.99+ |
three | QUANTITY | 0.98+ |
five | QUANTITY | 0.98+ |
aviatrix | ORGANIZATION | 0.98+ |
Livestream | ORGANIZATION | 0.98+ |
three times | QUANTITY | 0.98+ |
100 times | QUANTITY | 0.98+ |
second part | QUANTITY | 0.98+ |
one | QUANTITY | 0.98+ |
about six months | QUANTITY | 0.98+ |
two | DATE | 0.98+ |
first | QUANTITY | 0.98+ |
Toby | PERSON | 0.98+ |
each vendor | QUANTITY | 0.97+ |
over 100 seminars | QUANTITY | 0.97+ |
one more question | QUANTITY | 0.97+ |
each | QUANTITY | 0.97+ |
under 30 seconds | QUANTITY | 0.96+ |
Aviatrix Certified Engineers | ORGANIZATION | 0.95+ |
SAS | ORGANIZATION | 0.95+ |
two sides | QUANTITY | 0.94+ |
Corona virus | OTHER | 0.94+ |
VW | ORGANIZATION | 0.92+ |
Informatica | ORGANIZATION | 0.91+ |
Stacy Linear | PERSON | 0.91+ |
24 | QUANTITY | 0.91+ |
Foster | PERSON | 0.91+ |
Palo Alto | ORGANIZATION | 0.9+ |
IBM dot com | ORGANIZATION | 0.9+ |
1/2 3 years ago | DATE | 0.89+ |
each one | QUANTITY | 0.89+ |
one more | QUANTITY | 0.89+ |
CC IE | TITLE | 0.85+ |
aviatrix pace | ORGANIZATION | 0.84+ |
aces | ORGANIZATION | 0.83+ |
Ace | ORGANIZATION | 0.82+ |
GC | ORGANIZATION | 0.8+ |
Five cat | QUANTITY | 0.79+ |
ACE | ORGANIZATION | 0.78+ |
Toby | ORGANIZATION | 0.78+ |
number one second | QUANTITY | 0.77+ |
Azure | ORGANIZATION | 0.75+ |
Marines | ORGANIZATION | 0.71+ |
I p Network | ORGANIZATION | 0.71+ |
Net | ORGANIZATION | 0.69+ |
100 different things | QUANTITY | 0.66+ |
Altitude 2020 Full Event | March 3, 2020
ladies and gentlemen this is your captain speaking we will soon be taking off on our way to altitude please keep your seatbelts fastened and remain in your seats we will be experiencing turbulence until we are above the clouds ladies and gentlemen we are now cruising at altitude sit back and enjoy the ride [Music] altitude is a community of thought leaders and pioneers cloud architects and enlightened network engineers who have individually and are now collectively leading their own IT teams and the industry on a path to lift cloud networking above the clouds empowering Enterprise IT to architect design and control their own cloud network regardless of the turbulent clouds beneath them it's time to gain altitude ladies and gentlemen Steve Mulaney president and CEO of aviatrix the leader of multi cloud networking [Music] [Applause] all right good morning everybody here in Santa Clara as well as to the what millions of people watching the livestream worldwide welcome to altitude 2020 all right so we've got a fantastic event today really excited about the speakers that we have today and the experts that we have and really excited to get started so one of the things I wanted to just share was this is not a one-time event it's not a one-time thing that we're gonna do sorry for the aviation analogy but you know sherry way aviatrix means female pilot so everything we do as an aviation theme this is a take-off for a movement this isn't an event this is a take-off of a movement a multi-cloud networking movement and community that we're inviting all of you to become part of and-and-and why we're doing that is we want to enable enterprises to rise above the clouds so to speak and build their network architecture regardless of which public cloud they're using whether it's one or more of these public clouds so the good news for today there's lots of good news but this is one good news is we don't have any powerpoint presentations no marketing speak we know that marketing people have their own language we're not using any of that in those sales pitches right so instead what are we doing we're going to have expert panels we've got Simone Rashard Gartner here we've got 10 different network architects cloud architects real practitioners they're going to share their best practices and there are real-world experiences on their journey to the multi cloud so before we start and everybody know what today is in the u.s. it's Super Tuesday I'm not gonna get political but Super Tuesday there was a bigger Super Tuesday that happened 18 months ago and maybe eight six employees know what I'm talking about 18 months ago on a Tuesday every enterprise said I'm gonna go to the cloud and so what that was was the Cambrian explosion for cloud for the price so Frank kibrit you know what a Cambrian explosion is he had to look it up on Google 500 million years ago what happened there was an explosion of life where it went from very simple single-cell organisms to very complex multi-celled organisms guess what happened 18 months ago on a Tuesday I don't really know why but every enterprise like I said all woke up that day and said now I'm really gonna go to cloud and that Cambrian explosion of cloud went meant that I'm moving from very simple single cloud single use case simple environment to a very complex multi cloud complex use case environment and what we're here today is we're gonna go and dress that and how do you handle those those those complexities and when you look at what's happening with customers right now this is a business transformation right people like to talk about transitions this is a transformation and it's actually not just the technology transformation it's a business transformation it started from the CEO and the boards of enterprise customers where they said I have an existential threat to the survival of my company if you look at every industry who they're worried about is not the other 30 year old enterprise what they're worried about is the three year old enterprise that's leveraging cloud that's leveraging AI and that's where they fear that they're going to actually get wiped out right and so because of this existential threat this is CEO lead this is board led this is not technology led it is mandated in the organization's we are going to digitally transform our enterprise because of this existential threat and the movement to cloud is going to enable us to go do that and so IT is now put back in charge if you think back just a few years ago in cloud it was led by DevOps it was led by the applications and it was like I said before their Cambrian explosion is very simple now with this Cambrian explosion and enterprises getting very serious and mission critical they care about visibility they care about control they care about compliance conformance everything governance IT is in charge and and and that's why we're here today to discuss that so what we're going to do today is much of things but we're gonna validate this journey with customers do they see the same thing we're gonna validate the requirements for multi-cloud because honestly I've never met an enterprise that is not going to be multi-cloud many are one cloud today but they all say I need to architect my network for multiple clouds because that's just what the network is there to support the applications and the applications will run and whatever cloud it runs best in and you have to be prepared for that the second thing is is is architecture again with the IT in charge you architecture matters whether it's your career whether it's how you build your house it doesn't matter horrible architecture your life is horrible forever good architecture your life is pretty good so we're gonna talk about architecture and how the most fundamental and critical part of that architecture and that basic infrastructure is the network if you don't get that right nothing works right way more important and compute way more important than storm dense storage network is the foundational element of your infrastructure then we're going to talk about day 2 operations what does that mean well day 1 is one day of your life that's who you wire things up they do and beyond I tell everyone in networking and IT it's every day of your life and if you don't get that right your life is bad forever and so things like operations visibility security things like that how do I get my operations team to be able to handle this in an automated way because it's not just about configuring it in the cloud it's actually about how do I operationalize it and that's a huge benefit that we bring as aviatrix and then the last thing we're going to talk and it's the last panel we have I always say you can't forget about the humans right so all this technology all these things that we're doing it's always enabled by the humans at the end of the day if the humans fight it it won't get deployed and we have a massive skills gap in cloud and we also have a massive skill shortage you have everyone in the world trying to hire cloud network architects right there's just not enough of them going around so at aviatrix as leaders knew we're gonna help address that issue and try to create more people we created a program and we call the ACE program again an aviation theme it stands for aviatrix certified engineer very similar to what Cisco did with CC IES where Cisco taught you about IP networking a little bit of Cisco we're doing the same thing we're gonna teach network architects about multi-cloud networking and architecture and yeah you'll get a little bit of aviatrix training in there but this is the missing element for people's careers and also within their organization so we're gonna we're gonna go talk about that so great great event great show when try to keep it moving I'd next want to introduce my my host he's the best in the business you guys have probably seen him multiple million times he's the co CEO and co-founder of Tube John Fourier okay awesome great great speech they're awesome I totally agree with everything you said about the explosion happening and I'm excited here at the heart of Silicon Valley to have this event it's a special digital event with the cube and aviatrix where we live streaming to millions of people as you said maybe not a million maybe not really take this program to the world this is a little special for me because multi-cloud is the hottest wave and cloud and cloud native networking is fast becoming the key engine of the innovation so we got an hour and a half of action-packed programming we have a customer panel two customer panels before that Gartner is going to come on talk about the industry we have a global system integrators we talk about how they're advising and building these networks and cloud native networking and then finally the Aces the aviatrix certified engineer is gonna talk more about their certifications and the expertise needed so let's jump right in and let's ask someone rashard to come on stage from Gartner we'll check it all up [Applause] [Music] okay so kicking things off certain started gartner the industry experts on cloud really kind of more to your background talk about your background before you got the gardener yeah before because gardener was a chief network architect of a fortune five companies with thousands of sites over the world and I've been doing everything and IT from a C programmer in the 90 to a security architect to a network engineer to finally becoming a network analyst so you rode the wave now you're covering at the marketplace with hybrid cloud and now moving quickly to multi cloud is really I was talking about cloud natives been discussed but the networking piece is super important how do you see that evolving well the way we see Enterprise adapt in cloud first thing you do about networking the initial phases they either go in a very ad hoc way is usually led by non non IT like a shadow whitey or application people or some kind of DevOps team and it's it just goes as it's completely unplanned decreed VP sees left and right with a different account and they create mesh to manage them and their direct connect or Express route to any of them so that's what that's a first approach and on the other side again it within our first approach you see what I call the lift and shift way we see like Enterprise IT trying to basically replicate what they have in a data center in the cloud so they spend a lot of time planning doing Direct Connect putting Cisco routers and f5 and Citrix and any checkpoint Palo Alto divides the data that are sent removing that to that cloud and I ask you the aha moments gonna come up a lot of our panels is where people realize that it's a multi cloud world I mean they either inherit clouds certainly they're using public cloud and on-premises is now more relevant than ever when's that aha moment that you're seeing where people go well I got to get my act together and get on this well the first but even before multi-cloud so these two approach the first one like the adduct way doesn't scale at some point idea has to save them because they don't think about the two they don't think about operations they have a bunch of VPC and multiple clouds the other way that if you do the left and shift wake they cannot take any advantages of the cloud they lose elasticity auto-scaling pay by the drink these feature of agility features so they both realize okay neither of these ways are good so I have to optimize that so I have to have a mix of what I call the cloud native services within each cloud so they start adapting like other AWS constructor is your construct or Google construct then that's I would I call the up optimal phase but even that they they realize after that they are very different all these approaches different the cloud are different identities is completely difficult to manage across clouds I mean for example AWS has accounts there's subscription and in adarand GCP their projects it's a real mess so they realize well I can't really like concentrate used the cloud the cloud product and every cloud that doesn't work so I have I'm doing multi cloud I like to abstract all of that I still wanna manage the cloud from an API to interview I don't necessarily want to bring my incumbent data center products but I have to do that in a more API driven cloud they're not they're not scaling piece and you were mentioning that's because there's too many different clouds yes that's the piece there so what are they doing whether they really building different development teams as its software what's the solution well this the solution is to start architecting the cloud that's the third phase I call that the multi cloud architect phase where they have to think about abstraction that works across cloud fact even across one cloud it might not scale as well if you start having like 10,000 security group in AWS that doesn't scale you have to manage that if you have multiple VPC it doesn't scale you need a third party identity provider so it barely scales within one cloud if you go multiple cloud it gets worse and worse see way in here what's your thoughts I thought we said this wasn't gonna be a sales pitch for aviatrix you just said exactly what we do so anyway I'm just a joke what do you see in terms of where people are in that multi cloud a lot of people you know everyone I talked to started in one cloud right but then they look and they say okay but I'm now gonna move to adjourn I'm gonna move do you see a similar thing well yes they are moving but they're not there's not a lot of application that use a tree cloud at once they move one app in deserve one app in individuals one get happened Google that's what we see so far okay yeah I mean one of the mistakes that people think is they think multi-cloud no one is ever gonna go multi-cloud for arbitrage they're not gonna go and say well today I might go into Azure because I got a better rate of my instance that's never do you agree with that's never going to happen what I've seen with enterprise is I'm gonna put the workload in the app the app decides where it runs best that may be a sure maybe Google and for different reasons and they're gonna stick there and they're not gonna move let me ask you infrastructure has to be able to support from a networking team be able to do that do you agree with that yes I agree and one thing is also very important is connecting to that cloud is kind of the easiest thing so though while I run Network part of the cloud connectivity to the cloud is kind of simple I agree IPSec VP and I reckon Express that's a simple part what's difficult and even a provisioning part is easy you can use terraform and create v pieces and v nets across which we cloud provider right what's difficult is the day-to-day operations so it's what to find a to operations what is that what does that actually mean this is the day-to-day operations after it you know the natural let's add an app let's add a server let's troubleshoot a problem so what so your life something changes how would he do so what's the big concerns I want to just get back to this cloud native networking because everyone kind of knows with cloud native apps are that's been a hot trend what is cloud native networking how do you how do you guys define that because that seems to be the oddest part of the multi-cloud wave that's coming as cloud native networking well there's no you know official garner definition but I can create one on another spot it's do it I just want to leverage the cloud construct and a cloud epi I don't want to have to install like like for example the first version was let's put a virtual router that doesn't even understand and then the cloud environment right if I have if I have to install a virtual machine it has to be cloud aware it has to understand the security group if it's a router it has to be programmable to the cloud API and and understand the cloud environment you know one things I hear a lot from either see Saussure CIOs or CXOs in general is this idea of I'm definitely on going API so it's been an API economy so API is key on that point but then they say okay I need to essentially have the right relationship with my suppliers aka clouds you call it above the clouds so the question is what do i do from an architecture standpoint do I just hire more developers and have different teams because you mentioned that's a scale point how do you solve this this problem of okay I got AWS I got GCP or Azure or whatever do I just have different teams or just expose api's where is that optimization where's the focus well I take what you need from an android point of view is a way a control plane across the three clouds and be able to use the api of the cloud to build networks but also to troubleshoot them and do they to operation so you need a view across a three cloud that takes care of routing connectivity that's you know that's the aviatrix plug of you right there so so how do you see so again your Gartner you you you you see the industry you've been a network architect how do you see this this plane out what are the what are the legacy incumbent client-server on-prem networking people gonna do well these versus people like aviatrix well how do you see that plane out well obviously all the incumbent like Arista cisco juniper NSX right they want to basically do the lift and ship or they want to bring and you know VM I want to bring in a section that cloud they call that NSX everywhere and cisco monks bring you star in the cloud recall that each guy anywhere right so everyone what and and then there's cloud vision for my red star and contrail is in the cloud so they just want to bring the management plain in the cloud but it's still based most of them it's still based on putting a VM them in controlling them right you you extend your management console to the cloud that's not truly cloud native right cloud native you almost have to build it from scratch we like to call that cloud naive clown that close one letter yeah so that was a big con surgeon i reinvent take the tea out of cloud native its cloud naive i went super viral you guys got t-shirts now i know you love it but yeah but that really ultimately is kind of a double-edged sword you got to be you can be naive on the on the architecture side and rolling out but also suppliers are can be naive so how would you define who's naive and who's not well in fact they're evolving as well so for example in cisco you it's a little bit more native than other ones because they're really ACI in the cloud you call you you really like configure api so the cloud and nsx is going that way and so is Arista but they're incumbent they have their own tools it's difficult for them they're moving slowly so it's much easier to start from scratch Avenue like and you know and network happiness started a few years ago there's only really two aviatrix was the first one they've been there for at least three or four years and there's other ones like Al Kyra for example that just started now that doing more connectivity but they want to create an overlay network across the cloud and start doing policies and trying abstracting all the clouds within one platform so I gotta ask you I interviewed an executive at VMware Sanjay Pune and he said to me at RSA last week oh the only b2 networking vendors left Cisco and VMware what's your respect what's your response to that obviously I mean when you have these waves as new brands that emerge like AV X and others though I think there'll be a lot of startups coming out of the woodwork how do you respond to that comment well there's still a data center there's still like a lot of action on campus and there's the one but from the cloud provisioning and clown networking in general I mean they're behind I think you know in fact you don't even need them to start to it you can if you're small enough you can just keep if you're in AWS you can user it with us construct they have to insert themselves I mean they're running behind they're all certainly incumbents I love the term Andy Jesse's that Amazon Web Services uses old guard new guard to talk about the industry what does the new guard have to do the new and new brands that emerge in is it be more DevOps oriented neck Nets a cops is that net ops is the programmability these are some of the key discussions we've been having what's your view on how you see this program their most important part is they have to make the network's simple for the dev teams and from you cannot have that you cannot make a phone call and get it via line in two weeks anymore so if you move to that cloud you have to make the cloud construct as simple enough so that for example a dev team could say okay I'm going to create this VP see but this VP see automatically being your associate to your account you cannot go out on the internet you have to go to the transit VP C so there's a lot of action in terms of the I am part and you have to put the control around them too so to make it as simple as possible you guys both I mean you're the COC aviatrix but also you guys a lot of experience going back to networking going back to I call the OSI mace which for us old folks know that means but you guys know this means I want to ask you the question as you look at the future of networking here a couple of objectives oh the cloud guys they got networking we're all set with them how do you respond to the fact that networking is changing and the cloud guys have their own networking what some of the pain points that's going on premises and these enterprises so are they good with the clouds what needs what are the key things that's going on in networking that makes it more than just the cloud networking what's your take on well I as I said earlier that once you you could easily provision in the cloud you can easily connect to that cloud is when you start troubleshooting application in the cloud and try to scale so this that's where the problem occurs see what you're taking on it and you'll hear from the from the customers that that we have on stage and I think what happens is all the cloud the clouds by definition designed to the 80/20 rule which means they'll design 80% of the basic functionality and they'll lead the 20% extra functionality that of course every enterprise needs they'll leave that to ISVs like aviatrix because why because they have to make money they have a service and they can't have huge instances for functionality that not everybody needs so they have to design to the common and that's they all do it right they have to and then the extra the problem is that can be an explosion that I talked about with enterprises that's holy that's what they need that they're the ones who need that extra 20% so that's that's what I see is is there's always gonna be that extra functionality the in in an automated and simple way that you talked about but yet powerful with up with the visibility and control that they expect of on prep that that's that kind of combination that yin and the yang that people like us are providing some I want to ask you were gonna ask some of the cloud architect customer panels it's the same question this pioneers doing some work here and there's also the laggards who come in behind the early adopters what's gonna be the tipping point what are some of those conversations that the cloud architects are having out there or what's the signs that they need to be on this multi cloud or cloud native networking trend what are some the signals that are going on in their environment what are some of the threshold or things that are going on that there can pay attention to well well once they have application and multiple cloud and they have they get wake up at 2:00 in the morning to troubleshoot them they don't know it's important so I think that's the that's where the robber will hit the road but as I said it's easier to prove it it's okay it's 80s it's easy user transit gateway put a few V pcs and you're done and use create some presents like equinox and do Direct Connect and Express route with Azure that looks simple is the operations that's when they'll realize okay now I need to understand our car networking works I also need a tool that give me visibility and control not button tell me that I need to understand the basic underneath it as well what are some of the day in the life scenarios that you envision happening with multi cloud because you think about what's happening it kind of has that same vibe of interoperability choice multi-vendor because you have multi clouds essentially multi vendor these are kind of old paradigms that we've lived through the client-server and internet working wave what are some of those scenarios of success and that might be possible it would be possible with multi cloud and cloud native networking well I think once you have good enough visibility to satisfy your customers you know not only like to keep the service running an application running but to be able to provision fast enough I think that's what you want to achieve small final question advice for folks watching on the live stream if they're sitting there as a cloud architect or a CXO what's your advice to them right now in this market because honestly public check hybrid cloud they're working on that that gets on-premise is done now multi-class right behind it what's your advice the first thing they should do is really try to understand cloud networking for each of their cloud providers and then understand the limitation and is what their cloud service provider offers enough or you need to look to a third party but you don't look at a third party to start to it especially an incumbent one so it's tempting to say on and I have a bunch of f5 experts nothing against f5 I'm going to bring my five in the cloud when you can use a needle be that automatically understand ease ease and auto-scaling and so on and you understand that's much simpler but sometimes you need you have five because you have requirements you have like AI rules and that kind of stuff that you use for years you cannot do it's okay I have requirement and that net I'm going to use legacy stuff and then you have to start thinking okay what about visibility control about the tree cloud but before you do that you have to understand the limitation of the existing cloud providers so first try to be as native as possible until things don't work after that you can start taking multi-cloud great insight somewhat thank you for coming someone in charge with Gardner thanks for sharing thank you appreciate it [Applause] informatica is known as the leading enterprise cloud data management company we are known for being the top in our industry in at least five different products over the last few years especially we've been transforming into a cloud model which allows us to work better with the trends of our customers in order to see agile and effective in a business you need to make sure that your products and your offerings are just as relevant in all these different clouds than what you're used to and what you're comfortable with one of the most difficult challenges we've always had is that because we're a data company we're talking about data that a customer owns some of that data may be in the cloud some of that data may be on Prem some of them data may be actually in their data center in another region or even another country and having that data connect back to our systems that are located in the cloud has always been a challenge when we first started our engagement with aviatrix we only had one plan that was Amazon it wasn't till later that a jerk came up and all of a sudden we found hey the solution we already had in place for aviatrix already working in Amazon and now works in Missouri as well before we knew it GCP came up but it really wasn't a big deal for us because we already had the same solution in Amazon and integer now just working in GCP by having a multi cloud approach we have access to all three of them but more commonly it's not just one it's actually integrations between multiple we have some data and ensure that we want to integrate with Amazon we have some data in GCP that we want to bring over to a data Lake assure one of the nice things about aviatrix is that it gives a very simple interface that my staff can understand and use and manage literally hundreds of VPNs around the world and while talking to and working with our customers who are literally around the world now that we've been using aviatrix for a couple years we're actually finding that even problems that we didn't realize we had were actually solved even before we came across the problem and it just worked cloud companies as a whole are based on reputation we need to be able to protect our reputation and part of that reputation is being able to protect our customers and being able to protect more importantly our customers data aviatrix has been helpful for us in that we only have one system that can manage this whole huge system in a simple easy direct model aviatrix is directly responsible for helping us secure and manage our customers not only across the world but across multiple clouds users don't have to be VPN or networking experts in order to be able to use the system all the members on my team can manage it all the members regardless of their experience can do different levels of it one of the unexpected two advantages of aviatrix is that I don't have to sell it to my management the fact that we're not in the news at three o'clock in the morning or that we don't have to get calls in the middle of the night no news is good news especially in networking things that used to take weeks to build are done in hours I think the most important thing about a matrix is it provides me consistency aviatrix gives me a consistent model that I can use across multiple regions multiple clouds multiple customers okay welcome back to altitude 2020 for the folks on the livestream I'm John for Steve Mulaney with CEO of aviatrix for our first of two customer panels on cloud with cloud network architects we got Bobby Willoughby they gone Luis Castillo of National Instruments and David should Nick with fact set guys welcome to the stage for this digital event come on up [Music] hey good to see you thank you okay okay customer panelist is my favorite part we get to hear the real scoop we got the gardener giving us the industry overview certainly multi clouds very relevant and cloud native networking is the hot trend with the live stream out there and the digital event so guys let's get into it the journey is you guys are pioneering this journey of multi cloud and cloud native networking and it's soon gonna be a lot more coming so I want to get into the journey what's it been like is it real you got a lot of scar tissue and what are some of the learnings yeah absolutely so multi cloud is whether or not we we accepted as a network engineers is a is a reality like Steve said about two years ago companies really decided to to just to just bite the bullet and and and move there whether or not whether or not we we accept that fact we need to now create a consistent architecture across across multiple clouds and that that is challenging without orchestration layers as you start managing different different tool sets in different languages across different clouds so that's it's really important that to start thinking about that guys on the other panelists here there's different phases of this journey some come at it from a networking perspective some come in from a problem troubleshooting what's what's your experiences yeah so from a networking perspective it's been incredibly exciting it's kind of a once-in-a-generation 'el opportunity to look at how you're building out your network you can start to embrace things like infrastructure as code that maybe your peers on the systems teams have been doing for years but it just never really worked on pram so it's really it's really exciting to look at all the opportunities that we have and then all the interesting challenges that come up that you that you get to tackle an effect said you guys are mostly AWS right yep right now though we are looking at multiple clouds we have production workloads running in multiple clouds today but a lot of the initial work has been with Amazon and you've seen it from a networking perspective that's where you guys are coming at it from yep yeah we evolved more from a customer requirement perspective started out primarily as AWS but as the customer needed more resources to measure like HPC you know as your ad things like that even recently Google at Google Analytics our journey has evolved into mortal multi-cloud environment Steve weigh in on the architecture because this has been the big conversation I want you to lead this second yeah so I mean I think you guys agree the journey you know it seems like the journey started a couple years ago got real serious the need for multi-cloud whether you're there today of course it's gonna be there in the future so that's really important I think the next thing is just architecture I'd love to hear what you you know had some comments about architecture matters it all starts I mean every Enterprise that I talk to maybe talk about architecture and the importance of architecture maybe Bobby it's a particular perspective we sorted a journey five years ago Wow okay and we're just now starting our fourth evolution of our network architect and we'll call it networking security net sec yep adverse adjusters network and that fourth generation or architectures be based primarily upon Palo Alto Networks an aviatrix a matrix doing the orchestration piece of it but that journey came because of the need for simplicity okay I need for multi-cloud orchestration without us having to go and do reprogramming efforts across every cloud as it comes along right I guess the other question I also had around architectures also Louis maybe just talk about I know we've talked a little bit about you know scripting right and some of your thoughts on that yeah absolutely so so for us we started we started creating the network constructs with cloud formation and we've we've stuck with that for the most part what's interesting about that is today on premise we have a lot of a lot of automation around around how we provision networks but cloud formation has become a little bit like the new manual for us so we're now having issues with having to to automate that component and making it consistent with our on-premise architecture making it consistent with Azure architecture and Google cloud so it's really interesting to see to see companies now bring that layer of abstraction that SD when brought to the to the wine side now it's going up into into the into the cloud networking architecture so on the fourth generation of you mentioned you're in the fourth gen architecture what do you guys what have you learned is there any lessons scar tissue what to avoid what worked what was some of the there was a path that's probably the biggest list and there is when you think you finally figured it out you have it right Amazon will change something as you change something you know transit gateways a game changer so in listening to the business requirements is probably the biggest thing we need to do up front but I think from a simplicity perspective like I said we don't want to do things four times we want to do things one time we won't be able to write to an API which aviatrix has and have them do the orchestration for us so that we don't have to do it four times how important is architecture in the progression is it you guys get thrown in the deep end to solve these problems or you guys zooming out and looking at it it's a I mean how are you guys looking at the architecture I mean you can't get off the ground if you don't have the network there so all of those there we've gone through similar evolutions we're on our fourth or fifth evolution I think about what we started off with Amazon without a direct connect gate without a transit Gateway without a lot of the things that are available today kind of the 80/20 that Steve was talking about just because it wasn't there doesn't mean we didn't need it so we needed to figure out a way to do it we couldn't say oh you need to come back to the network team in a year and maybe Amazon will have a solution for it right you need to do it now and in evolve later and maybe optimize or change the way you're doing things in the future but don't sit around and wait you can I'd love to have you guys each individually answer this question for the live stream because it comes up a lot a lot of cloud architects out in the community what should they be thinking about the folks that are coming into this proactively and/or realizing the business benefits are there what advice would you guys give them an architecture what should be they be thinking about and what are some guiding principles you could share so I would start with looking at an architecture model that that can that can spread and and give consistency they're different to different cloud vendors that you will absolutely have to support cloud vendors tend to want to pull you into using their native toolset and that's good if only it was realistic to talk about only one cloud but because it doesn't it's it's it's super important to talk about and have a conversation with the business and with your technology teams about a consistent model so that's the David yeah talking as earlier about day two operations so how do I design how do I do my day one work so that I'm not you know spending eighty percent of my time troubleshooting or managing my network because I'm doing that then I'm missing out on ways that I can make improvements or embrace new technologies so it's really important early on to figure out how do I make this as low maintenance as possible so that I can focus on the things that the team really should be focusing on Bobby your advice the architect I don't know what else I can do that simplicity of operations is key alright so the holistic view of day to operation you mentioned let's can jump in day one is your your your getting stuff set up day two is your life after all right this is kinda what you're getting at David so what does that look like what are you envisioning as you look at that 20 mile stair out post multi-cloud world what are some of the things that you want in a day to operations yeah infrastructure is code is really important to us so how do we how do we design it so that we can fit start making network changes and fitting them into like a release pipeline and start looking at it like that rather than somebody logging into a router CLI and troubleshooting things on in an ad hoc nature so moving more towards the DevOps model is anything on that day - yeah I would love to add something so in terms of day 2 operations you can you can either sort of ignore the day 2 operations for a little while where you get well you get your feet wet or you can start approaching it from the beginning the fact is that the the cloud native tools don't have a lot of maturity in that space and when you run into an issue you're gonna end up having a bad day going through millions and millions of logs just to try to understand what's going on so that's something that that the industry just now is beginning to realize it's it's such a such a big gap I think that's key because for us we're moving to more of an event-driven or operations in the past monitoring got the job done it's impossible to modern monitor something there's nothing there when the event happens all right so the event-driven application and then detect is important yeah I think garden was all about the cloud native wave coming into networking that's gonna be a serious thing I want to get you guys perspectives I know you have different views of how you come into the journey and how you're executing and I always say the beauties in the eye of the beholder and that kind of applies how the networks laid out so Bobby you guys do a lot of high-performance encryption both on AWS and Azure that's kind of a unique thing for you how are you seeing that impact with multi cloud yeah and that's a new requirement for us to where we we have an intern crypt and they they ever get the question should I encryption and I'll encrypt the answer is always yes you should encrypt when you can encrypt for our perspective we we need to migrate a bunch of data from our data centers we have some huge data centers and then getting that data to the cloud is the timely experiencing some cases so we have been mandated that we have to encrypt everything leaving the data center so we're looking at using the aviatrix insane mode appliances to be able to encrypt you know 10 20 gigabits of data as it moves to the cloud itself David you're using terraform you got fire Ned you've got a lot of complexity in your network what do you guys look at the future for yours environment yeah so something exciting that or yeah now is fire net so for our security team they obviously have a lot of a lot of knowledge base around Palo Alto and with our commitments to our clients you know it's it's it's not very easy to shift your security model to a specific cloud vendor right so there's a lot of stuck to compliance of things like that where being able to take some of what you've you know you've worked on for years on Bram and put it in the cloud and have the same type of assurance that things are gonna work and be secure in the same way that they are on prem helps make that journey into the cloud a lot easier and Louis you guys got scripting and get a lot of things going on what's your what's your unique angle on this yeah no absolutely so full disclosure I'm not a not not an aviatrix customer yet it's ok we want to hear the truth that's good Ellis what are you thinking about what's on your mind no really when you when you talk about implementing the tool like this it's really just really important to talk about automation and focus on on value so when you talk about things like and things like so yeah encrypting tunnels and encrypting the paths and those things are it should it should should be second nature really when you when you look at building those backends and managing them with your team it becomes really painful so tools like aviatrix that that add a lot of automation it's out of out of sight out of mind you can focus on the value and you don't have to focus on so I gotta ask you guys I see AV traces here they're they're a supplier to the sector but you guys are customers everyone's pitching you stuff people are not gonna buy my stuff how do you guys have that conversation with the suppliers like the cloud vendors and other folks what's the what's it like where API all the way you got to support this what are some of the what are some of your requirements how do you talk to and evaluate people that walk in and want to knock on your door and pitch you something what's the conversation like um it's definitely it's definitely API driven we we definitely look at the at that the API structure of the vendors provide before we select anything that that is always first in mind and also what a problem are we really trying to solve usually people try to sell or try to give us something that isn't really valuable like implementing a solution on the on the on the cloud isn't really it doesn't really add a lot of value that's where we go David what's your conversation like with suppliers you have a certain new way to do things as as becomes more agile and essentially the networking become more dynamic what are some of the conversation is with the either incumbents or new new vendors that you're having what it what do you require yeah so ease of use is definitely definitely high up there we've had some vendors come in and say you know hey you know when you go to set this up we're gonna want to send somebody on site and they're gonna sit with you for your day to configure it and that's kind of a red flag what wait a minute you know do we really if one of my really talented engineers can't figure it out on his own what's going on there and why is that so you know having having some ease-of-use and the team being comfortable with it and understanding it is really important Bobby how about you I mean the old days was do a bake-off and you know the winner takes all I mean is it like that anymore what's the Volvic bake-off last year first you win so but that's different now because now when you you get the product you can install the product in AWS energy or have it up and running a matter of minutes and so the key is is they can you be operational you know within hours or days instead of weeks but but do we also have the flexibility to customize it to meet your needs could you want to be you won't be put into a box with the other customers we have needs that surpass their cut their needs yeah I almost see the challenge that you guys are living where you've got the cloud immediate value to make an roll-up any solutions but then you have might have other needs so you've got to be careful not to buy into stuff that's not shipping so you're trying to be proactive at the same time deal with what you got I mean how do you guys see that evolving because multi-cloud to me is definitely relevant but it's not yet clear how to implement across how do you guys look at this baked versus you know future solutions coming how do you balance that so again so right now we we're we're taking the the ad hoc approach and and experimenting with the different concepts of cloud and really leveraging the the native constructs of each cloud but but there's a there's a breaking point for sure you don't you don't get to scale this I like like Simone said and you have to focus on being able to deliver a developer they're their sandbox or their play area for the for the things that they're trying to build quickly and the only way to do that is with the with with some sort of consistent orchestration layer that allows you to so you've got a lot more stuff to be coming pretty quickly IDEs area I do expect things to start to start maturing quite quite quickly this year and you guys see similar trend new stuff coming fast yeah part of the biggest challenge we've got now is being able to segment within the network being able to provide segmentation between production on production workloads even businesses because we support many businesses worldwide and and isolation between those is a key criteria there so the ability to identify and quickly isolate those workloads is key so the CIOs that are watching or that are saying hey take that he'll do multi cloud and then you know the bottoms up organization think pause you're kind of like off a little bit it's not how it works I mean what is the reality in terms of implementing you know and as fast as possible because the business benefits are clear but it's not always clear in the technology how to move that fast yeah what are some of the barriers one of the blockers what are the enabler I think the reality is is that you may not think you're multi-cloud but your business is right so I think the biggest barriers there is understanding what the requirements are and how best to meet those requirements in a secure manner because you need to make sure that things are working from a latency perspective that things work the way they did and get out of the mind shift that you know it was a cheery application in the data center it doesn't have to be a Tier three application in the cloud so lift and shift is is not the way to go scale is a big part of what I see is the competitive advantage to allow these clouds and used to be proprietary network stacks in the old days and then open systems came that was a good thing but as clouds become bigger there's kind of an inherent lock in there with the scale how do you guys keep the choice open how're you guys thinking about interoperability what are some of the conversations and you guys are having around those key concepts well when we look at when we look at the moment from a networking perspective it it's really key for you to just enable enable all the all the clouds to be to be able to communicate between them developers will will find a way to use the cloud that best suits their their business team and and like like you said it's whether whether you're in denial or not of the multi cloud fact that your company is in already that's it becomes really important for you to move quickly yeah and a lot of it also hinges on how well is the provider embracing what that specific cloud is doing so are they are they swimming with Amazon or sure and just helping facilitate things they're doing the you know the heavy lifting API work for you or they swimming upstream and they're trying to hack it all together in a messy way and so that helps you you know stay out of the lock-in because they're you know if they're doing if they're using Amazon native tools to help you get where you need to be it's not like Amazon's gonna release something in the future that completely you know makes you have designed yourself into a corner so the closer they're more cloud native they are the more the easier it is to to deploy but you also need to be aligned in such a way that you can take advantage of those cloud native technologies will it make sense tgw is a game-changer in terms of cost and performance right so to completely ignore that would be wrong but you know if you needed to have encryption you know teach Adobe's not encrypted so you need to have some type of a gateway to do the VPN encryption you know so the aviatrix tool give you the beauty of both worlds you can use tgw with a gateway Wow real quick in the last minute we have I want to just get a quick feedback from you guys I hear a lot of people say to me hey the I picked the best cloud for the workload you got and then figure out multi cloud behind the scenes so that seems to be do you guys agree with that I mean is it do I go Mull one cloud across the whole company or this workload works great on AWS that work was great on this from a cloud standpoint do you agree with that premise and then wit is multi clouds did you mall together yeah from from an application perspective it it can be per workload but it can also be an economical decision certain enterprise contracts will will pull you in one direction that add value but the the network problem is still the same doesn't go away yeah yeah I mean you don't want to be trying to fit a square into a round hall right so if it works better on that cloud provider then it's our job to make sure that that service is there and people can use it agree you just need to stay ahead of the game make sure that the network infrastructure is there secure is available and is multi cloud capable yeah I'm at the end of the day you guys just validating that it's the networking game now how cloud storage compute check networking is where the action is awesome thanks for your insights guys appreciate you coming on the panel appreciate thanks thank you [Applause] [Music] [Applause] okay welcome back on the live feed I'm John fritz T Blaney my co-host with aviatrix I'm with the cube for the special digital event our next customer panel got great another set of cloud network architects Justin Smith was aura Justin broadly with Ellie Mae and Amit Oh tree job with Cooper welcome to stage [Applause] all right thank you thank you oK you've got all the cliff notes from the last session welcome rinse and repeat yeah yeah we're going to go under the hood a little bit I think they nailed the what we've been reporting and we've been having this conversation around networking is where the action is because that's the end of the day you got a move a pack from A to B and you get workloads exchanging data so it's really killer so let's get started Amit what are you seeing as the journey of multi cloud as you go under the hood and say okay I got to implement this I have to engineer the network make it enabling make it programmable make it interoperable across clouds I mean that's like I mean almost sounds impossible to me what's your take yeah I mean it's it seems impossible but if you are running an organization which is running infrastructure as a cordon all right it is easily doable like you can use tools out there that's available today you can use third-party products that can do a better job but but put your architecture first don't wait architecture may not be perfect put the best architecture that's available today and be agile to ET rate and make improvements over the time we got to Justin's over here so I have to be careful when I point a question adjusting they both have to answer okay journeys what's the journey been like I mean is there phases we heard that from Gardner people come into multi cloud and cloud native networking from different perspectives what's your take on the journey Justin yeah I mean from Mars like - we started out very much focused on one cloud and as we started doing errands we started doing new products the market the need for multi cloud comes very apparent very quickly for us and so you know having an architecture that we can plug in play into and be able to add and change things as it changes is super important for what we're doing in the space just in your journey yes for us we were very ad hoc oriented and the idea is that we were reinventing all the time trying to move into these new things and coming up with great new ideas and so rather than it being some iterative approach with our deployments that became a number of different deployments and so we shifted that tour and the network has been a real enabler of this is that it there's one network and it touches whatever cloud we want it to touch and it touches the data centers that we need it to touch and it touches the customers that we need it to touch our job is to make sure that the services that are of and one of those locations are available in all of the locations so the idea is not that we need to come up with this new solution every time it's that we're just iterating on what we've already decided to do before we get the architecture section I want to ask you guys a question I'm a big fan of you know let the app developers have infrastructure as code so check but having the right cloud run that workload I'm a big fan of that if it works great but we just heard from the other panel you can't change the network so I want to get your thoughts what is cloud native networking and is that the engine really that's the enabler for this multi cloud trend but you guys taken we'll start with Amit what do you think about that yeah so you are gonna have workloads running in different clouds and the workloads would have affinity to one cloud over other but how you expose that it's matter of how you are going to build your networks how we are going to run security how we are going to do egress ingress out of it so it's the big problem how do you split says what's the solution what's the end the key pain points and problem statement I mean the key pain point for most companies is how do you take your traditional on-premise network and then blow that out to the cloud in a way that makes sense you know IP conflicts you have IP space you pub public eye peas and premise as well as in the cloud and how do you kind of make them a sense of all of that and I think that's where tools like aviatrix make a lot of sense in that space from our site it's it's really simple it's latency and bandwidth and availability these don't change whether we're talking about cloud or data center or even corporate IT networking so our job when when these all of these things are simplified into like s3 for instance and our developers want to use those we have to be able to deliver that and for a particular group or another group that wants to use just just GCP resources these aren't we have to support these requirements and these wants as opposed to saying hey that's not a good idea now our job is to enable them not to disable them do you think you guys think infrastructure as code which I love that I think it's that's the future it is we saw that with DevOps but I just start getting the networking is it getting down to the network portion where it's network as code because storage and compute working really well is seeing all kubernetes on ServiceMaster and network is code reality is it there is it still got work to do it's absolutely there I mean you mentioned net DevOps and it's it's very real I mean in Cooper we build our networks through terraform and on not only just out of fun build an API so that we can consistently build V nets and VPC all across in the same way we get to do it yeah and even security groups and then on top and aviatrix comes in we can peer the networks bridge bridge all the different regions through code same with you guys but yeah about this everything we deploy is done with automation and then we also run things like lambda on top to make changes in real time we don't make manual changes on our network in the data center funny enough it's still manual but the cloud has enabled us to move into this automation mindset and and all my guys that's what they focus on is bringing what now what they're doing in the cloud into the data center which is kind of opposite of what it should be that's full or what it used to be it's full DevOps then yes yeah I mean for us it was similar on premise still somewhat very manual although we're moving more Norton ninja and terraform concepts but everything in the production environment is colored confirmation terraform code and now coming into the datacenter same I just wanted to jump in on a Justin Smith one of the comment that you made because it's something that we always talk about a lot is that the center of gravity of architecture used to be an on-prem and now it's shifted in the cloud and once you have your strategic architecture what you--what do you do you push that everywhere so what you used to see at the beginning of cloud was pushing the architecture on prem into cloud now i want to pick up on what you said to you others agree that the center of architect of gravity is here i'm now pushing what i do in the cloud back into on Prem and wait and then so first that and then also in the journey where are you at from zero to a hundred of actually in the journey to cloud do you 50% there are you 10% yes I mean are you evacuating data centers next year I mean were you guys at yeah so there's there's two types of gravity that you typically are dealing with no migration first is data gravity and your data set and where that data lives and then the second is the network platform that interrupts all that together right in our case the data gravity sold mostly on Prem but our network is now extend out to the app tier that's going to be in cloud right eventually that data gravity will also move to cloud as we start getting more sophisticated but you know in our journey we're about halfway there about halfway through the process we're taking a handle of you know lift and shift and when did that start and we started about three years ago okay okay go by it's a very different story it started from a garage and one hundred percent on the clock it's a business spend management platform as a software-as-a-service one hundred percent on the cloud it was like ten years ago right yes yeah you guys are riding the wave love that architecture Justin I want to ask you Sora you guys mentioned DevOps I mean obviously we saw the huge observability wave which is essentially network management for the cloud in my opinion right yeah it's more dynamic but this is about visibility we heard from the last panel you don't know what's being turned on or turned off from a services standpoint at any given time how is all this playing out when you start getting into the DevOps down well this layer this is the big challenge for all of us as visibility when you talk transport within a cloud you know we very interestingly we have moved from having a backbone that we bought that we owned that would be data center connectivity we now I work for soar as a subscription billing company so we want to support the subscription mindset so rather than going and buying circuits and having to wait three months to install and then coming up with some way to get things connected and resiliency and redundancy I my backbone is in the cloud I use the cloud providers interconnections between regions to transport data across and and so if you do that with their native solutions you you do lose visibility there there are areas in that that you don't get which is why controlling you know controllers and having some type of management plane is a requirement for us to do what we're supposed to do and provide consistency while doing it a great conversation I loved when you said earlier latency bandwidth availability with your sim pop3 things guys SLA I mean you just do ping times are between clouds it's like you don't know what you're getting for round-trip times this becomes a huge kind of risk management black hole whatever you want to call blind spot how are you guys looking at the interconnects between clouds because you know I can see that working from you know ground to cloud I'm per cloud but when you start doing with multi clouds workloads I mean s LA's will be all over the map won't they just inherently but how do you guys view that yeah I think we talked about workload and we know that the workloads are going to be different in different clouds but they are going to be calling each other so it's very important to have that visibility that you can see how data is flowing at what latency and whatever ability is our is there and our authority needs to operate on that so it's so you use the software dashboard look at the times and look at the latency in the old days strong so on open so on you try to figure it out and then your days you have to figure out just what she reinsert that because you're in the middle of it yeah I mean I think the the key thing there is that we have to plan for that failure we have to plan for that latency in our applications that start thinking start tracking in your SLI something you start planning for and you loosely couple these services and a much more micro services approach so you actually can handle that kind of failure or that type of unknown latency and unfortunately the cloud has made us much better at handling exceptions a much better way you guys are all great examples of cloud native from day one and you guys had when did you have the tipping point moment or the Epiphany of saying a multi clouds real I can't ignore it I got to factor it into all my design design principles and and everything you're doing what's it was there a moment was it was it from day one no there were two reasons one was the business so in business there was some affinity to not be in one cloud or to be in one cloud and that drove from the business side so as a cloud architect our responsibility was to support that business and other is the technology some things are really running better in like if you are running dot Network load or you are going to run machine learning or AI so that you have you would have that reference of one cloud over other so it was the bill that we got from AWS I mean that's that's what drives a lot of these conversations is the financial viability of what you're building on top of it which is so we this failure domain idea which is which is fairly interesting is how do I solve or guarantee against a failure domain you have methodologies with you know back-end direct connects or interconnect with GCP all of these ideas are something that you have to take into account but that transport layer should not matter to whoever we're building this for our job is to deliver the frames in the packets what that flows across how you get there we want to make that seamless and so whether it's a public internet API call or it's a back-end connectivity through Direct Connect it doesn't matter it just has to meet a contract that you signed with your application folks yeah that's the availability piece just in your thoughts on anything any common uh so actually a multi clouds become something much more recent in the last six to eight months I'd say we always kind of had a very much an attitude of like moving to Amazon from our private cloud is hard enough why complicate it further but the realities of the business and as we start seeing you know improvements in Google and Asia and different technology spaces the need for multi cloud becomes much more important as well as our acquisition strategies I matured we're seeing that companies that used to be on premise that we typically acquire are now very much already on a cloud and if they're on a cloud I need to plug them into our ecosystem and so that's really change our multi cloud story in a big way I'd love to get your thoughts on the clouds versus the clouds because you know you compare them Amazon's got more features they're rich with features I see the bills are how could people using them but Google's got a great network Google's networks pretty damn good and then you got a sure what's the difference between the clouds who with they've evolved something whether they peak in certain areas better than others what what are the characteristics which makes one cloud better do they have a unique feature that makes as you're better than Google and vice versa what do you guys think about the different clouds yeah to my experience I think there is approaches different in many places Google has a different approach very DevOps friendly and you can run your workload like the your network and spend regions time I mean but our application ready to accept that MS one is evolving I mean I remember 10 years back Amazon's Network was a flat network we will be launching servers and 10.0.0.0 so the VP sees concept came out multi-account came out so they are evolving as you are at a late start but because they have a late start they saw the pattern and they they have some mature set up on the yeah I think they're all trying to say they're equal in their own ways I think they all have very specific design philosophies that allow them to be successful in different ways and you have to kind of keep that in mind as you architectural solution for example amazon has a very much a very regional affinity they don't like to go cross region in their architecture whereas Google is very much it's a global network we're gonna think about as a global solution I think Google also has advantages its third to market and so has seen what Asia did wrong it seemed with AWS did wrong and it's made those improvements and I think that's one of their big advantage at great scale to Justin thoughts on the cloud so yeah Amazon built from the system up and Google built from the network down so their ideas and approaches are from a global versus or regional I agree with you completely that that is the big number one thing but the if you look at it from the outset interestingly the inability or the ability for Amazon to limit layer 2 broadcasting and and what that really means from a VPC perspective changed all the routing protocols you can use all the things that we have built inside of a data center to provide resiliency and and and make things seamless to users all of that disappeared and so because we had to accept that at the VPC level now we have to accept it at the LAN level Google's done a better job of being able to overcome those things and provide those traditional Network facilities to us just great panel can go all day here's awesome so I heard we could we'll get to the cloud native naive questions so kind of think about what's not even what's cloud is that next but I got to ask you had a conversation with a friend he's like Wayne is the new land so if you think about what the land was at a datacenter when is the new link you could talking about the cloud impact so that means st when the old st way is kind of changing into the new land how do you guys look at that because if you think about it what lands were for inside a premises was all about networking high-speed but now when you take the win and make it essentially a land do you agree with that and how do you view this trend and is it good or bad or is it ugly and what's what you guys take on this yeah I think it's a it's a thing that you have to work with your application architect so if you are managing networks and if you are a sorry engineer you need to work with them to expose the unreliability that would bring in so the application has to hand a lot of this the difference in the latencies and and the reliability has to be worked through the application there Lanois same concept is that BS I think we've been talking about for a long time the erosion of the edge and so is this is just a continuation of that journey we've been on for the last several years as we get more and more cloud native and we start about API is the ability to lock my data in place and not be able to access it really goes away and so I think this is just continuation that thing I think it has challenges we start talking about weighing scale versus land scale the tooling doesn't work the same the scale of that tooling is much larger and the need to automation is much much higher in a way and than it was in a land that's where is what you're seeing so much infrastructure as code yeah yes so for me I'll go back again to this its bandwidth and its latency right that bet define those two land versus win but the other thing that's comes up more and more with cloud deployments is where is our security boundary and where can I extend this secure aware appliance or set of rules to to protect what's inside of it so for us we're able to deliver vr af-s or route forwarding tables for different segments wherever we're at in the world and so they're they're trusted to talk to each other but if they're gonna go to someplace that's outside of their their network then they have to cross a security boundary and where we enforce policy very heavily so for me there's it's not just land when it's it's how does environment get to environment more importantly that's a great point and security we haven't talked to yet but that's got to be baked in from the beginning this architecture thoughts on security are you guys are dealing with it yeah start from the base have apt to have security built in have TLS have encryption on the data I transit data at rest but as you bring the application to the cloud and they are going to go multi-cloud talking to over the Internet in some places well have apt web security I mean I mean our principles day Security's day zero every day and so we we always build it into our design build into our architecture into our applications it's encrypt everything it's TLS everywhere it's make sure that that data is secured at all times yeah one of the cool trends at RSA just as a side note was the data in use encryption piece which is a homomorphic stuff is interesting all right guys final question you know we heard on the earlier panel was also trending at reinvent we take the tea out of cloud native it spells cloud naive okay they got shirts now aviatrix kind of got this trend going what does that mean to be naive so if you're to your peers out there watching a live stream and also the suppliers that are trying to supply you guys with technology and services what's naive look like and what's native look like when is someone naive about implementing all this stuff so for me it's because we are in hundred-percent cloud for us it's main thing is ready for the change and you will you will find new building blocks coming in and the network design will evolve and change so don't be naive and think that it's static you wall with the change I think the big naivety that people have is that well I've been doing it this way for 20 years and been successful it's going to be successful in cloud the reality is that's not the case you have to think some of the stuff a little bit differently and you need to think about it early enough so that you can become cloud native and really enable your business on cloud yeah for me it's it's being open minded right the the our industry the network industry as a whole has been very much I am smarter than everybody else and we're gonna tell everybody how it's going to be done and we had we fell into a lull when it came to producing infrastructure and and and so embracing this idea that we can deploy a new solution or a new environment in minutes as opposed to hours or weeks or four months in some cases is really important and and so you know it's are you being closed-minded native being open minded exactly and and it took a for me it was that was a transformative kind of where I was looking to solve problems in a cloud way as opposed to looking to solve problems in this traditional old-school way all right I know we're out of time but I ask one more question so you guys so good it could be a quick answer what's the BS language when you the BS meter goes off when people talk to you about solutions what's the kind of jargon that you hear that's the BS meter going off what are people talking about that in your opinion you here you go that's total BS but what triggers use it so that I have two lines out of movies that are really I can if I say them without actually thinking them it's like 1.21 jigowatts are you out of your mind from Back to the Future right somebody's getting a bang and then and then Martin Mull and and Michael Keaton and mr. mom when he goes to 22 21 whatever it takes yeah those two right there if those go off in my mind somebody's talking to me I know they're full of baloney so a lot of speech would be a lot of speeds and feeds a lot of data did it instead of talking about what you're actually doing and solutioning for you're talking about well I does this this this and any time I start seeing the cloud vendor start benchmarking against each other it's your workload is your workload you need to benchmark yourself don't don't listen to the marketing on that that's that's all what triggers you and the bsp I think if somebody explains you and not simple they cannot explain you in simplicity then that's good all right guys thanks for the great insight great time how about a round of applause DX easy solutions integrating company than we service customers from all industry verticals and we're helping them to move to the digital world so as a solutions integrator we interface with many many customers that have many different types of needs and they're on their IT journey to modernize their applications into the cloud so we encounter many different scenarios many different reasons for those migrations all of them seeking to optimize their IT solutions to better enable their business we have our CPS organization it's cloud platform services we support AWS does your Google Alibaba corkle will help move those workloads to wherever it's most appropriate no one buys the house for the plumbing equally no one buys the solution for the networking but if the plumbing doesn't work no one likes the house and if this network doesn't work no one likes a solution so network is ubiquitous it is a key component of every solution we do the network connectivity is the lifeblood of any architecture without network connectivity nothing works properly planning and building a scalable robust network that's gonna be able to adapt with the application needs critical when encountering some network design and talking about speed the deployment aviatrix came up in discussion and we then further pursued an area DHT products have incorporated aviatrix is part of a new offering that we are in the process of developing that really enhances our ability to provide cloud connectivity for the Lyons cloud connectivity is a new line of networking services so we're getting into as our clients moving the hybrid cloud networking it is much different than our traditional based services and aviatrix provides a key component in that service before we found aviatrix we were using just native peering connections but there wasn't a way to visualize all those peering connections and with multiple accounts multiple contacts for security with a VA Church were able to visualize those different peering connections of security groups it helped a lot especially in areas of early deployment scenarios were quickly able to then take those deployment scenarios and turn them into scripts that we can then deploy repeatedly their solutions were designed to work with the cloud native capabilities first and where those cloud native capabilities fall short they then have solution sets that augment those capabilities I was pleasantly surprised number one with the aviatrix team as a whole and their level of engagement with us you know we weren't only buying the product we were buying a team that came on board to help us implement and solution that was really good to work together to learn both what aviatrix had to offer as well as enhancements that we had to bring that aviatrix was able to put into their product and meet our needs even better aviatrix was a joy to find because they really provided us the technology that we needed in order to provide multi cloud connectivity that really added to the functionality that you can't get from the basically providing services we're taking our customers on a journey to simplify and optimize their IT maybe Atrix certainly has made my job much easier okay welcome back to altitude 2020 for the digital event for the live feed welcome back I'm John Ford with the cube with Steve Mulaney CEO aviatrix for the next panel from global system integrators the folks who are building and working with folks on their journey to multi cloud and cloud native networking we've got a great panel George Buckman with dxc and Derek Monahan with wwt welcome to the stage [Applause] [Music] okay you guys are the ones out there advising building and getting down and dirty with multi cloud and cloud native network and we just heard from the customer panel you can see the diversity of where people come in to the journey of cloud it kind of depends upon where you are but the trends are all clear cloud native networking DevOps up and down the stack this has been the main engine what's your guys take of the disk Jerry to multi cloud what do you guys seeing yeah it's it's critical I mean we're seeing all of our enterprise customers enter into this they've been through the migrations of the easy stuff you know now they're trying to optimize and get more improvement so now the tough stuffs coming on right and you know they need their data processing near where their data is so that's driving them to a multi cloud environment okay we heard some of the edge stuff I mean you guys are exactly you've seen this movie before but now it's a whole new ballgame what's your take yeah so I'll give you a hint so our practice it's not called the cloud practice it's the multi cloud practice and so if that gives you a hint of how we approach things it's very consultative and so when we look at what the trends are let's look a little year ago about a year ago we're having conversations with customers let's build a data center in the cloud let's put some VP C's let's throw some firewalls with some DNS and other infrastructure out there and let's hope it works this isn't a science project so what we're trying to see is customers are starting to have more of a vision and we're helping with that consultative nature but it's totally based on the business and you got to start understanding how the lines of business are using the and then we evolved into the next journey which is a foundational approach to what are some of the problem statement customers are solving when they come to you what are the top things that are on their my house or the ease of use of Julie all that stuff but what specifically they digging into yeah so complexity I think when you look at a multi cloud approach in my view is network requirements are complex you know I think they are but I think the approach can be let's simplify that so one thing that we try to do this is how we talk to customers is let's just like you simplify an aviatrix simplifies the automation orchestration of cloud networking we're trying to simplify the design the planning implementation of infrastructure across multiple workloads across multiple platforms and so the way we do it is we sit down we look at not just use cases and not just the questions in common we tis anticipate we actually build out based on the business and function requirements we build out a strategy and then create a set of documents and guess what we actually build in the lab and that lab that we platform we built proves out this reference architecture actually works absolutely we implement similar concepts I mean we they're proven practices they work great so well George you mentioned that the hard part's now upon us are you referring to networking what is specifically were you getting at Terrance's the easy parts done now so for the enterprises themselves migrating their more critical apps or more difficult apps into the environments you know they've just we've just scratched the surface I believe on what enterprises are doing to move into the cloud to optimize their environments to take advantage of the scale and speed to deployment and to be able to better enable their businesses so they're just now really starting the - so do you get you guys see what I talked about them in terms of their Cambrian explosion I mean you're both monster system integrators with you know top fortune enterprise customers you know really rely on you for for guidance and consulting and so forth and boy they're networks is that something that you you've seen I mean does that resonate did you notice a year and a half ago and all of a sudden the importance of cloud for enterprise shoot up yeah I mean we're seeing it not okay in our internal environment as you know we're a huge company or as customers so we're experiencing that internal okay and every one of our other customers so I have another question oh but I don't know the answer to this and the lawyer never asks a question that you don't know the answer to but I'm gonna ask it anyway DX c + w WT massive system integrators why aviatrix yep so great question Steve so I think the way we approach things I think we have a similar vision a similar strategy how you approach things how we approach things that world by technology number one we want to simplify the complexity and so that's your number one priorities let's take the networking let's simplify it and I think part of the other point I'm making is we have we see this automation piece as not just an afterthought anymore if you look at what customers care about visibility and automation is probably the top three maybe the third on the list and I think that's where we see the value and I think the partnership that we're building and what I would I get excited about is not just putting yours in our lab and showing customers how it works is Co developing a solution with you figuring out hey how can we make this better right visibility's a huge thing jump in security alone network everything's around visibility what automation do you see happening in terms of progression order of operations if you will it's a low-hanging fruit what are people working on now what are what are some of the aspirational goals around when you start thinking about multi cloud and automation yep so I wanted to get back to answer that question I want to answer your question you know what led us there and why aviatrix you know in working some large internal IT projects and and looking at how we were gonna integrate those solutions you know we like to build everything with recipes where network is probably playing catch-up in the DevOps world but with a DevOps mindset looking to speed to deploy support all those things so when you start building your recipes you take a little of this a little of that and you mix it all together well when you look around you say wow look there's this big bag of a VHS let me plop that in that solves a big part of my problems that I have to speed to integrate speed to deploy and the operational views that I need to run this so that was 11 years about reference architectures yeah absolutely so you know they came with a full slate of reference textures already the out there and ready to go that fit our needs so it's very very easy for us to integrate those into our recipes what do you guys think about all the multi vendor interoperability conversations that have been going on choice has been a big part of multi-cloud in terms of you know customers want choice they didn't you know they'll put a workload in the cloud that works but this notion of choice and interoperability is become a big conversation it is and I think our approach and that's why we talk to customers is let's let's speed and be risk of that decision making process and how do we do that because the interoperability is key you're not just putting it's not just a single vendor we're talking you know many many vendors I mean think about the average number of cloud application as a customer uses a business and enterprise business today you know it's it's above 30 it's it's skyrocketing and so what we do and we look at it from an interoperability approach is how do things interoperate we test it out we validate it we build a reference architecture it says these are the critical design elements now let's build one with aviatrix and show how this works with aviatrix and I think the the important part there though is the automation piece that we add to it in visibility so I think the visibility is what's what I see lacking across the industry today and the cloud needed that's been a big topic okay in terms of aviatrix as you guys see them coming in they're one of the ones that are emerging and the new brands emerging but multi-cloud you still got the old guard incumbents with huge footprints how our customers dealing with that that kind of component and dealing with both of them yeah I mean where we have customers that are ingrained with a particular vendor and you know we have partnerships with many vendors so our objective is to provide the solution that meets that client and you they all want multi vendor they all want interoperability correct all right so I got to ask you guys a question while we were defining day two operations what does that mean I mean you guys are looking at the big business and technical components of architecture what does day to Operations mean what's the definition of that yeah so I think from our perspective my experience we you know day to operations whether it's it's not just the you know the orchestration piece and setting up and let it a lot of automate and have some you know change control you're looking at this from a data perspective how do I support this ongoing and make it easy to make changes as we evolve the the the cloud is very dynamic the the nature of how the fast is expanding the number of features is astonish trying to keep up to date with a number of just networking capabilities and services that are added so I think day to operation starts with a fundable understanding of you know building out supporting a customer's environments and making it the automation piece easy from from you know a distance I think yeah and you know taking that to the next level of being able to enable customers to have catalog items that they can pick and choose hey I need this network connectivity from this cloud location back to this on pram and being able to have that automated and provisioned just simply by ordering it for the folks watching out there guys take a minute to explain as you guys are in the trenches doing a lot of good work what are some of the engagement that you guys get into how does that progress what is that what's what happens do they call you up and say hey I need some multi-cloud or you're already in there I mean take us through why how someone can engage to use a global si to come in and make this thing happen what's looks like typical engagement look like yeah so from our perspective we typically have a series of workshops in a methodology that we kind of go along the journey number one we have a foundational approach and I don't mean foundation meaning the network foundation that's a very critical element we got a factor in security we've got a factor in automation so we think about foundation we do a workshop that starts with education a lot of times we'll go in and we'll just educate the customer what is VP she's sharing you know what is a private Lincoln or how does that impact your business we have customers I want to share services out in an ecosystem with other customers and partners well there's many ways to accomplish that so our goal is to you know understand those requirements and then build that strategy with them thoughts Georgia yeah I mean I'm one of the guys that's down in the weeds making things happen so I'm not the guy on the front line interfacing with the customers every day but we have a similar approach you know we have a consulting practice that will go out and and apply their practices to see what those and when do you parachute in yeah and when I then is I'm on the back end working with our offering development leads for the networking so we understand or seeing what customers are asking for and we're on the back end developing the solutions that integrate with our own offerings as well as enable other customers to just deploy quickly to beep their connectivity needs it so the patterns are similar right final question for you guys I want to ask you to paint a picture of what success looks like and you know the name customers didn't forget in reveal kind of who they are but what does success look like in multi-cloud as you paint a picture for the folks here and watching on the live stream it's someone says hey I want to be multi-cloud I got to have my operations agile I want full DevOps I want programmability security built in from day zero what does success look like yeah I think success looks like this so when you're building out a network the network is a harder thing to change than some other aspects of cloud so what we think is even if you're thinking about that second cloud which we have most of our customers are on to public clouds today they might be dabbling in that as you build that network foundation that architecture that takes in consideration where you're going and so once we start building that reference architecture out that shows this is how to sit from a multi cloud perspective not a single cloud and let's not forget our branches let's not forget our data centers let's not forget how all this connects together because that's how we define multi-cloud it's not just in the cloud it's on Prem and it's off from and so collectively I think the key is also is that we provide them an hld you got to start with a high level design that can be tweaked as you go through the journey but you got to give a solid structural foundation and that that networking which we think most customers think as not not the network engineers but as an afterthought we want to make that the most critical element before you start the journey Jorge from your seed how do you success look for you so you know it starts out on these journeys often start out people not even thinking about what is gonna happen what what their network needs are when they start their migration journey to the cloud so I want this success to me looks like them being able to end up not worrying about what's happening in the network when they move to the cloud good point guys great insight thanks for coming on share and pen I've got a round of applause the global system integrators Hey [Applause] [Music] okay welcome back from the live feed I'm chef for with the cube Steve Eleni CEO of aviatrix my co-host our next panel is the aviatrix certified engineers also known as aces this is the folks that are certified their engineering they're building these new solutions please welcome Toby Foster min from Attica Stacy linear from Teradata and Jennifer Reid with Victor Davis to the stage I was just gonna I was just gonna rip you guys see where's your jackets and Jen's got the jacket on okay good love the aviatrix aces pile of gear they're above the clouds towards a new heights that's right so guys aviatrix aces love the name I think it's great certified this is all about getting things engineered so there's a level of certification I want to get into that but first take us through the day in the life of an ace and just to point out Stacey's a squad leader so he's like a Squadron Leader Roger and leader yeah Squadron Leader so he's got a bunch of aces underneath him but share your perspective day-in-the-life Jennifer will start with you sure so I have actually a whole team that works for me both in the in the North America both in the US and in Mexico and so I'm eagerly working to get them certified as well so I can become a squad leader myself but it's important because one of the the critical gaps that we've found is people having the networking background because they're you graduate from college and you have a lot of computer science background you can program you've got Python but now working in packets they just don't get and so just taking them through all the processes that it's really necessary to understand when you're troubleshooting is really critical mm-hmm and because you're gonna get an issue where you need to figure out where exactly is that happening on the network you know is my my issue just in the VP C's and on the instance side is a security group or is it going on print and this is something actually embedded within Amazon itself I mean I should troubleshot an issue for about six months going back and forth with Amazon and it was the vgw VPN because they were auto-scaling on two sides and we ended up having to pull out the Cisco's and put in aviatrix so I could just say okay it's fixed and I actually actually helped the application teams get to that and get it solved yeah but I'm taking a lot of junior people and getting them through that certification process so they can understand and see the network the way I see the network I mean look I've been doing this for 25 years when I got out when I went in the Marine Corps that's what I did and coming out the network is still the network but people don't get the same training they get they got in the 90s it's just so easy just write some software they work takes care of itself yes he'll be we'll come back to that I want to come back to that problem solve with Amazon but Toby I think the only thing I have to add to that is that it's always the network fault as long as I've been in network have always been the network's fault sure and I'm even to this day you know it's still the network's fault and part of being a network guy is that you need to prove when it is and when it's not your fault and that means you need to know a little bit about a hundred different things to make that and now you've got a full stack DevOps you got to know a lot more times another hundred and these times are changing they see your squadron leader I get that right what is what is a squadron leader first can you describe what it is I think it probably just leading all the network components of it but are they from my perspective when to think about what you asked them was it's about no issues and no escalation soft my day is like that's a good outcome that's a good day it's a good day Jennifer you mentioned the Amazon thing this brings up a good point you know when you have these new waves come in you have a lot of new things newly use cases a lot of the finger-pointing it's that guys problem that girls problem so what is how do you solve that and how do you get the young guns up to speed is there training is that this is where the certification comes in those where the certification is really going to come in I know when we we got together at reinvent one of the the questions that that we had with Stephen the team was what what should our certification look like you know she would just be teaching about what aviatrix troubleshooting brings to bear but what should that be like and I think Toby and I were like no no no that's going a little too high we need to get really low because the the better someone can get at actually understanding what actually happening in the network and and where to actually troubleshoot the problem how to step back each of those processes because without that it's just a big black box and they don't know you know because everything is abstracted in Amazon Internet and Azure and Google is substracted and they have these virtual gateways they have VPNs that you just don't have the logs on it's you just don't know and so then what tools can you put in front of them of where they can look because there are full logs well as long as they turned on the flow logs when they built it you know and there's like each one of those little things that well if they'd had decided to do that when they built it it's there but if you can come in later to really supplement that with training to actual troubleshoot and do a packet capture here as it's going through then teaching them how to read that even yeah Toby we were talking before he came on up on stage about your career you've been networking all your time and then you know you're now mentoring a lot of younger people how is that going because the people who come in fresh they don't have all the old war stories they don't know you talk about you know that's dimmer fault I walk in Mayr feet in the snow when I was your age I mean it's so easy now right they say what's your take on how you train the young P so I've noticed two things one is that they are up to speed a lot faster in generalities of networking they can tell you what a network is in high school level now where I didn't learn that too midway through my career and they're learning it faster but they don't necessarily understand why it's that way or you know everybody thinks that it's always slash 24 for a subnet and they don't understand why you can break it down smaller why it's really necessary so the the ramp up speed is much faster for these guys that are coming in but they don't understand why and they need some of that background knowledge to see where it's coming from and why is it important and that's old guys that's where we thrive Jennifer you mentioned you you got in from the Marines health spa when you got into networking how what was it like then and compare it now most like we've heard earlier static versus dynamic don't be static cuz back then you just said the network you got a perimeter yeah no there was no such thing ya know so back in the day I mean I mean we had banyan vines for email and you know we had token ring and I had to set up token ring networks and figure out why that didn't work because how many of things were actually sharing it but then actually just cutting fiber and running fiber cables and dropping them over you know shelters to plug them in and oh crap they swung it too hard and shattered it now I gotta be great polished this thing and actually shoot like to see if it works I mean that was the network current five cat 5 cables to run an Ethernet you know and then from that just said network switches dumb switches like those were the most common ones you had then actually configuring routers and you know logging into a Cisco router and actually knowing how to configure that and it was funny because I had gone all the way up and was a software product manager for a while so I've gone all the way up the stack and then two and a half three years ago I came across to to work with entity group that became Victor Davis but we went to help one of our customers Avis and it was like okay so we need to fix the network okay I haven't done this in 20 years but all right let's get to it you know because it really fundamentally does not change it's still the network I mean I've had people tell me well you know when we go to containers we will not have to worry about the network and I'm like yeah you don't I do and then with this within the program abilities it really interesting so I think this brings up the certification what are some of the new things that people should be aware of that come in with the aviatrix ace certification what are some of the highlights can you guys share some of the some of the highlights around the certifications I think some of the importance is that it's it doesn't need to be vendor specific for network generality or basic networking knowledge and instead of learning how Cisco does something or how Palo Alto does something we need to understand how and why it works as a basic model and then understand how each vendor has gone about that problem and solved it in a general that's true in multi cloud as well you can't learn how cloud networking works without understanding how AWS integer and GCP are all slightly the same but slightly different and some things work and some things don't I think that's probably the number one take I think having a certification across clouds is really valuable because we heard the global si you help the business issues what does it mean to do that is it code is that networking is it configuration is that aviatrix what is the amine oxy aviatrix is a certification but what is it about the multi cloud that makes it multi networking and multi vendor and easy answer is yes so you got to be a general let's go to your hands and all you have to be it takes experience because it's every every cloud vendor has their own certification whether that's hops and [Music] advanced networking and advanced security or whatever it might be yeah they can take the test but they have no idea how to figure out what's wrong with that system and the same thing with any certification but it's really getting your hands in there and actually having to troubleshoot the problems you know actually work the problem you know and calm down it's going to be okay I mean because I don't know how many calls I've been on or even had aviatrix join me on it's like okay so everyone calm down let's figure out what's happening it's like we've looked at that screen three times looking at it again it's not going to solve that problem right but at the same time you know remaining calm but knowing that it really is I'm getting a packet from here to go over here it's not working so what could be the problem you know and actually stepping them through those scenarios but that's like you only get that by having to do it you know and seeing it and going through it and then I have a question so we you know I just see it we started this program maybe six months ago we're seeing a huge amount of interest I mean we're oversubscribed on all the training sessions we've got people flying from around the country even with coronavirus flying to go to Seattle to go to these events were oversubscribed a good is that watching leader would put there yeah something that you see in your organizations are you recommending that to people do you see I mean I'm just I would guess I'm surprised I'm not surprised but I'm really surprised by the demand if you would of this multi-cloud network certification because it really isn't anything like that is that something you guys can comment on or do you see the same things in your organization's I say from my side because we operate in the multi cloud environment so it really helps an official for us I think I would add that networking guys have always needed to use certifications to prove that they know what they know it's not good enough to say yeah I know IP addresses or I know how a network works and a couple little check marks or a little letters buying helps give you validity so even in our team we can say hey you know we're using these certifications to know that you know enough of the basics enough of the understandings that you have the tools necessary right so okay I guess my final question for you guys is why an eighth certification is relevant and then second part is share what the livestream folks who aren't yet a certified or might want to jump in to be AVH or certified engineers why is it important so why is it relevant and why shouldn't someone want to be an ace-certified I'm used to right engineer I think my views a little different I think certification comes from proving that you have the knowledge not proving that you get a certification to get no I mean they're backwards so when you've got the training and the understanding and the you use that to prove and you can like grow your certification list with it versus studying for a test to get a certification and have no understanding it okay so that who is the right person that look at this is saying I'm qualified is it a network engineer is it a DevOps person what's your view you know is it a certain you know I think cloud is really the answer it's the as we talked like the edge is getting eroded so is the network definition getting eroded we're getting more and more of some network some DevOps some security lots and lots of security because network is so involved in so many of them that's just the next progression I don't say I expend that to more automation engineers because we have those nails probably well I think that the training classes themselves are helpful especially the entry-level ones for people who may be quote-unquote cloud architects but I've never done anything and networking for them to understand why we need those things to really work whether or not they go through to eventually get a certification is something different but I really think fundamentally understanding how these things work it makes them a better architect makes some better application developer but even more so as you deploy more of your applications into the cloud really getting an understanding even from our people who've tradition down on prime networking they can understand how that's going to work in the cloud too well I know we got just under 30 seconds left but I want to get one more question than just one more for the folks watching that are you may be younger that don't have that networking training from your experiences each of you can answer why is it should they know about networking what's the benefit what's in it for them motivate them share some insights and why they should go a little bit deeper in networking Stacey we'll start with you we'll go down let's say it's probably fundamental right if you want to deliver solutions no we're going use the very top I would say if you fundamental of an operating system running on a machine how those machines talk together as a fundamental change is something that starts from the base and work your way up right well I think it's a challenge because you've come from top-down now you're gonna start looking from bottom up and you want those different systems to cross communicate and say you've built something and you're overlapping IP space not that that doesn't happen but how can I actually make that still operate without having to reappear e-platform it's like those challenges like those younger developers or sis engineers can really start to get their hands around and understand those complexities and bring that forward in their career they got to know the how the pipes are working you guys know what's going some plumbing that's right and they gotta know how it works I had a code it it's right awesome thank you guys for great insights ace certain ABS your certified engineers also known as aces give a round of applause thank you okay all right that concludes my portion thank you Steve thanks for have Don thank you very much that was fantastic everybody round of applause for John for you yeah so great event great event I'm not gonna take long we got we've got lunch outside for that for the people here just a couple of things just call to action right so we saw the aces you know for those of you out on the stream here become a certified right it's great for your career it's great for not knowledge is is fantastic it's not just an aviatrix thing it's gonna teach you about cloud networking multi-cloud networking with a little bit of aviatrix exactly what the Cisco CCIE program was for IP network that type of the thing that's number one second thing is is is is learn right so so there's a there's a link up there for the four to join the community again like I started this this is a community this is the kickoff to this community and it's a movement so go to what a v8 community aviatrix comm starting a community a multi cloud so you know get get trained learn I'd say the next thing is we're doing over a hundred seminars in across the United States and also starting into Europe soon will come out and will actually spend a couple hours and talk about architecture and talk about those beginning things for those of you on the you know on the livestream in here as well you know we're coming to a city near you go to one of those events it's a great way to network with other people that are in the industry as well as to start to learn and get on that multi-cloud journey and then I'd say the last thing is you know we haven't talked a lot about what aviatrix does here and that's intentional we want you you know leaving with wanting to know more and schedule get with us in schedule a multi our architecture workshop session so we we sit out with customers and we talk about where they're at in that journey and more importantly where they're going and define that end state architecture from networking compute storage everything and everything you heard today every panel kept talking about architecture talking about operations those are the types of things that we solve we help you define that canonical architecture that system architecture that's yours so for so many of our customers they have three by five plotted lucid charts architecture drawings and it's the customer name slash aviatrix arc network architecture and they put it on their whiteboard that's what what we and that's the most valuable thing they get from us so this becomes their twenty-year network architecture drawing that they don't do anything without talking to us and look at that architecture that's what we do in these multi hour workshop sessions with customers and that's super super powerful so if you're interested definitely call us and let's schedule that with our team so anyway I just want to thank everybody on the livestream thank everybody here hopefully it was it was very useful I think it was and joined the movement and for those of you here join us for lunch and thank you very much [Applause] [Music] you
SUMMARY :
the scenes so that seems to be do you
SENTIMENT ANALYSIS :
ENTITIES
Entity | Category | Confidence |
---|---|---|
Steve Mulaney | PERSON | 0.99+ |
Bobby Willoughby | PERSON | 0.99+ |
Steve | PERSON | 0.99+ |
Derek Monahan | PERSON | 0.99+ |
George | PERSON | 0.99+ |
Justin Smith | PERSON | 0.99+ |
John Ford | PERSON | 0.99+ |
Amazon | ORGANIZATION | 0.99+ |
March 3, 2020 | DATE | 0.99+ |
Michael Keaton | PERSON | 0.99+ |
George Buckman | PERSON | 0.99+ |
Mexico | LOCATION | 0.99+ |
Luis Castillo | PERSON | 0.99+ |
John | PERSON | 0.99+ |
Stephen | PERSON | 0.99+ |
US | LOCATION | 0.99+ |
Santa Clara | LOCATION | 0.99+ |
Steve Eleni | PERSON | 0.99+ |
Ellie Mae | PERSON | 0.99+ |
Jennifer | PERSON | 0.99+ |
Missouri | LOCATION | 0.99+ |
Seattle | LOCATION | 0.99+ |
twenty-year | QUANTITY | 0.99+ |
50% | QUANTITY | 0.99+ |
AWS | ORGANIZATION | 0.99+ |
Cisco | ORGANIZATION | 0.99+ |
25 years | QUANTITY | 0.99+ |
VMware | ORGANIZATION | 0.99+ |
Justin | PERSON | 0.99+ |
millions | QUANTITY | 0.99+ |
20% | QUANTITY | 0.99+ |
80% | QUANTITY | 0.99+ |
20 mile | QUANTITY | 0.99+ |
Europe | LOCATION | 0.99+ |
ORGANIZATION | 0.99+ | |
David | PERSON | 0.99+ |
John fritz | PERSON | 0.99+ |
six months | QUANTITY | 0.99+ |
10% | QUANTITY | 0.99+ |
eighty percent | QUANTITY | 0.99+ |
Silicon Valley | LOCATION | 0.99+ |
three months | QUANTITY | 0.99+ |
20 years | QUANTITY | 0.99+ |
North America | LOCATION | 0.99+ |
Jennifer Reid | PERSON | 0.99+ |
Amazon Web Services | ORGANIZATION | 0.99+ |
Atrix | ORGANIZATION | 0.99+ |
Gartner | ORGANIZATION | 0.99+ |
two types | QUANTITY | 0.99+ |
amazon | ORGANIZATION | 0.99+ |
next year | DATE | 0.99+ |
Cooper | PERSON | 0.99+ |
fourth | QUANTITY | 0.99+ |
Toby Foster | PERSON | 0.99+ |
18 months ago | DATE | 0.99+ |
Sora | PERSON | 0.99+ |
11 years | QUANTITY | 0.99+ |
two advantages | QUANTITY | 0.99+ |
Python | TITLE | 0.99+ |
Simone | PERSON | 0.99+ |
Aviatrix Altitude 2020 | March 3, 2020
[Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] you you you you [Music] [Music] [Music] [Music] ladies and gentlemen please take your seats good morning ladies and gentlemen this is your captain speaking we will soon be taking off on our way to altitude please keep your seatbelts fastened and remain in your seats we will be experiencing turbulence until we are above the clouds ladies and gentlemen we are now cruising at altitude sit back and enjoy the ride [Music] altitude is a community of thought leaders and pioneers cloud architects and enlightened network engineers who have individually and are now collectively leading their own IT teams and the industry on a path to lift cloud networking above the clouds empowering Enterprise IT to architect design and control their own cloud network regardless of the turbulent clouds beneath them it's time to gain altitude ladies and gentlemen Steve Mulaney president and CEO of aviatrix the leader of multi cloud networking [Music] [Applause] all right good morning everybody here in Santa Clara as well as to the what millions of people watching the livestream worldwide welcome to altitude 2020 alright so we've got a fantastic event today I'm really excited about the speakers that we have today and the experts that we have and really excited to get started so one of the things I wanted to just share was this is not a one-time event it's not a one-time thing that we're gonna do sorry for the aviation analogy but you know sherry way aviatrix means female pilot so everything we do as an aviation theme this is a take-off for a movement this isn't an event this is a takeoff of a movement a multi-cloud networking movement and community that we're inviting all of you to become part of and-and-and why we're doing that is we want to enable enterprises to rise above the clouds so to speak and build their network architecture regardless of which public cloud they're using whether it's one or more of these public clouds so the good news for today there's lots of good news but this is one good news is we don't have any PowerPoint presentations no marketing speak we know that marketing people have their own language we're not using any of that in those sales pitches right so instead what are we doing we're going to have expert panels we've got some owners chart of Gartner here we've got 10 different network architects cloud architects real practitioners they're going to share their best practices and there are real-world experiences on their journey to the multi cloud so before we start and everybody know what today is in the US it's Super Tuesday I'm not gonna get political but Super Tuesday there was a bigger Super Tuesday that happened 18 months ago and maybe eight six employees know what I'm talking about 18 months ago on a Tuesday every Enterprise said I'm gonna go to the cloud and so what that was was the Cambrian explosion for cloud for the price so Franco Bree you know what a Cambrian explosion is he had to look it up on Google 500 million years ago what happened there was an explosion of life where it went from very simple single-cell organisms to very complex multi-celled organisms guess what happened 18 months ago on a Tuesday I don't really know why but every enterprise like I said all woke up that day and said now I'm really gonna go to cloud and that Cambrian explosion of cloud went meant that I'm moving from very simple single cloud single use case simple environment to a very complex multi cloud complex use case environment and what we're here today is we're gonna go and dress that and how do you handle those those those complexities and when you look at what's happening with customers right now this is a business transformation right people like to talk about transitions this is a transformation and it's actually not just the technology transformation it's a business transformation it started from the CEO and the boards of enterprise customers where they said I have an existential threat to the survival of my company if you look at every industry who they're worried about is not the other 30 year old enterprise what they're worried about is the three year old enterprise that's leveraging cloud that's leveraging AI and that's where they fear that they're going to actually get wiped out right and so because of this existential threat this is CEO lead this is board led this is not technology led it is mandated in the organization's we are going to digitally transform our enterprise because of this existential threat and the movement to cloud is going to enable us to go do that and so IT is now put back in charge if you think back just a few years ago in cloud it was led by DevOps it was led by the applications and it was like I said before their Cambrian explosion is very simple now with this Cambrian explosion and enterprises getting very serious and mission-critical they care about visibility they care about control that about compliance conformance everything governance IT is in charge and and and that's why we're here today to discuss that so what we're going to do today is much of things but we're gonna validate this journey with customers did they see the same thing we're going to validate the requirements for multi-cloud because honestly I've never met an enterprise that is not going to be multi-cloud many are one cloud today but they all say I need to architect my network for multiple clouds because that's just what the network is there to support the applications and the applications will run and whatever cloud it runs best in and you have to be prepared for that the second thing is is is architecture again with the IT in charge you architecture matters whether it's your career whether it's how you build your house it doesn't matter horrible architecture your life is horrible forever good architecture your life is pretty good so we're going to talk about architecture and how the most fundamental and critical part of that architecture and that basic infrastructure is the network if you don't get that right nothing works right way more important and compute way more important than storm dense storage network is the foundational element of your infrastructure then we're going to talk about day two operations what does that mean well day 1 is one day of your life who you wire things up they do and beyond I tell everyone in networking and IT it's every day of your life and if you don't get that right your life is bad forever and so things like operations visibility security things like that how do I get my operations team to be able to handle this in an automated way because it's not just about configuring it in the cloud it's actually about how do i operationalize it and that's a huge benefit that we bring as aviatrix and then the last thing we're going to talk and it's the last panel we have I always say you can't forget about the humans right so all this technology all these things that we're doing it's always enabled by the humans at the end of the day if the humans fight it it won't get deployed and we have a massive skills gap in cloud and we also have a massive skill shortage you have everyone in the world trying to hire cloud network architects right there's just not enough of them going around so at aviatrix we as leaders ooh we're gonna help address that issue and try to create more people we created a program and we call the ACE program again an aviation theme it stands for aviatrix certified engineer very similar to what Cisco did with CCI es what Cisco taught you about IP networking a little bit of Cisco we're doing the same thing we're gonna teach network architects about multi-cloud networking and architecture and yeah you'll get a little bit of aviatrix training in there but this is the missing element for people's careers and also within their organization so we're gonna we're gonna go talk about that so great great event great show when to try to keep it moving I'd next want to introduce my my host he's the best in the business you guys have probably seen him multiple million times he's the co CEO and co-founder of joob John Ferrier [Applause] okay awesome great great speech they're awesome I totally agree with everything you said about the explosion happening and I'm excited here at the heart of Silicon Valley to have this event it's a special digital event with the cube and aviatrix where we live streaming to millions of people as you said maybe not a million maybe not really take this program to the world this is a little special for me because multi-cloud is the hottest wave and cloud and cloud native networking is fast becoming the key engine of the innovation so we got an hour and a half of action-packed programming we have a customer panel to customer panels before that Gartner is going to come out and talk about the industry we have a global system integrators they talk about how they're advising and building these networks and cloud native networking and then finally the Aces the aviatrix certified engineer is gonna talk more about their certifications and the expertise needed so let's jump right in and let's ask some own rashard to come on stage from Gartner we'll kick it all up [Applause] [Music] okay so kicking things off certain started gardener the industry experts on cloud really kind of more to your background talk about your background before you got the gardener yeah before because gardener was a chief network architect of a fortune five companies with thousands of sites over the world and I've been doing everything and IT from a C programmer the ninety-two a security architect to a network engineer to finally becoming a network analyst so you rode the wave now you're covering in the marketplace with hybrid cloud and now moving quickly to multi cloud is really was talking about cloud natives been discussed but the networking piece is super important how do you see that evolving well the way we see Enterprise adapt in cloud first thing you do about networking the initial phases they either go in a very ad hoc way is usually led by non non IT like a shadow IT or application people are sometime a DevOps team and it's it just goes as it's completely unplanned decreed VP sees left and right as with different account and they create mesh to manage them and they have direct connect or Express route to any of them so that's what that's a first approach and on the other side again it within our first approach you see what I call the lift and shift way we see like Enterprise IT trying to basically replicate what they have in a data center in the cloud so they spend a lot of time planning doing Direct Connect putting Cisco routers and f5 and Citrix and any checkpoint Palo Alto divides that the atoms that are sent removing that to that cloud they ask you the aha moments gonna come up a lot of our panels is where people realize that it's a multi cloud world I mean they either inherit clouds certainly they're using public cloud and on-premises is now more relevant than ever when's that aha moment that you're seeing where people go well I got to get my act together and get on this well the first but even before multi-cloud so these two approach the first one like the ad hoc way doesn't scale at some point idea has to save them because they don't think about the - they don't think about operations we have a bunch of VPC and multiple clouds the other way that if you do the left and shift week they cannot take any advantages of the cloud they lose elasticity auto-scaling pay by the drink these feature of agility features so they both realize okay neither of these words are good so I have to optimize that so I have to have a mix of what I call the cloud native services within each cloud so they start adapting like other AWS constructor is your construct or Google construct and that's what I call the optimal phase but even that they realize after that they are very different all these approaches different the cloud are different identities is completely difficult to manage across clouds I mean for example AWS as accounts there's subscription and in as ER and GCP their projects it's a real mess so they realize well I can't really like concentrate used the cloud the cloud product and every cloud that doesn't work so I have I'm doing multi cloud I like to abstract all of that still wanna manage the cloud from an epi xx view I don't necessarily want to bring my incumbent data center products but I have to do that in a more API driven cloud they're not they're not scaling piece and you were mentioning that's because there's too many different clouds yes that's the piece there so what are they doing whether they read they building different development teams as its software what's the solution well this the solution is to start architecting the cloud that's the third phase I call that the multi cloud architect phase where they have to think about abstraction that works across cloud fact even across one cloud it might not scale as well if you start having like 10,000 security group in AWS that doesn't scale you have to manage that if you have multiple VPC it doesn't scale you need a third-party identity provider so it barely scales within one cloud if you go multiple cloud it gets worse and worse see way in here what's your thoughts I thought we said this wasn't gonna be a sales pitch for aviatrix you just said exactly what we do so anyway up just a joke what do you see in terms of where people are in that multi cloud like a lot of people you know everyone I talked to started in one cloud right but then they look and they say okay but I'm now gonna move to adjourn I'm gonna move do you see a similar thing well yes they are moving but they're not there's not a lot of application that use a tree cloud at once they move one app in Azure one app in individuals one get app in Google that's what we see so far okay yeah I mean one of the mistakes that people think is they think multi-cloud no one is ever gonna go multi-cloud for arbitrage they're not gonna go and say well today I might go into Azure because I got a better rate of my instance that's never do you agree with that's never gonna happen what I've seen with enterprise is I'm gonna put the work load and the app the app decides where it runs best that may be a sure maybe Google and for different reasons and they're gonna stick there and they're not gonna move let me ask you infrastructure has to be able to support from a networking King be able to do that do you agree with that yes I agree and one thing is also very important is connecting to that cloud is kind of the easiest thing so though while I run network part of the cloud connectivity to the cloud is kind of simple you know I agree IPSec VPN and I reckon Express route that's a simple part what's difficult and even a provisioning part is easy you can use terraform and create v pieces and v nets across which we cloud providers right what's difficult is the day-to-day operations so it's what to find a to operations what is that what does that actually mean it's just the day-to-day operations after you know the natural let's add an app that's not a server let's troubleshoot a problem so what ending so your life if something changes now what do you do so what's the big concerns I want to just get back to this cloud native networking because everyone kind of knows with cloud native apps are that's the hot trend what is cloud native networking how do you how do you guys define that because that seems to be the oddest part of the multi cloud wave that's coming as cloud native networking well there's no you know official gardener definition but I can create one on another spot is do it I just want to leverage the cloud construct and a cloud epi I don't want to have to install like like for example the first version was let's put a virtual router that doesn't understand and then the cloud environment right if I have if I have to install a virtual machine it has to be cloud aware it has to understand the security group if it's a router it has to be programmable to the cloud API and and understand the cloud environment you know one things I hear a lot from either see Saussure CIOs or CXOs in general is this idea of I'm definitely on going API so it's been an API economy so API is key on that point but then they say okay I need to essentially have the right relationship with my suppliers aka clouds you call it above the clouds so the question is what do i do from an architecture standpoint do I just hire more developers and have different teams because you mentioned that's a scale point how do you solve this this problem of okay I got AWS I got GCP or Azure or whatever do I just have different teams or just expose API guys where is that optimization where's the focus well I think what you need from an android point of view is a way a control plane across the three clouds and be able to use the api of that cloud to build networks but also to troubleshoot them and do they to operation so you need a view across a three cloud that takes care of routing connectivity that's you know that's the aviatrix plug of view right there so so how do you see so again your Gartner you you you you see the industry you've been a network architect how do you see this this plan out what are the what are the legacy incumbent client-server on-prem networking people gonna do well these versus people like aviatrix well how do you see that playing out well obviously all the incumbent like Arista cisco juniper NSX right they want to basically do the lift and chip are they want to bring and you know VM I want to bring in a section that cloud they call that NSX everywhere and cisco wants bring you star in the cloud they call that each guy anywhere right so everyone what and and then there's cloud vision for my red star and Khan trailers in a cloud so they just want to bring the management plain in the cloud but it's still based most of them it's still based on putting a VM them in controlling them right you you extend your management console to the cloud that's not really cloud native right cloud native you almost have to build it from scratch we like to call that cloud naive well not so close one letter yeah so that was a big culture to reinvent take the tea out of cloud native it's cloud naive that went super viral you guys got t-shirts now I know you love yeah but yeah but that really ultimately is kind of a double-edged sword you got to be you can be naive on the on the architecture side and rolling up but also suppliers are can be naive so how would you define who's naive and who's not well in fact they're evolving as well so for example in Cisco you it's a little bit more native than other ones because they're really scr in the cloud you can't you you really like configure API so the cloud and NSX is going that way and so is Arista but they're incumbent they have their own tools is difficult for them they're moving slowly so it's much easier to start from scratch Avenue like and you know a network happiness started a few years ago there's only really two aviatrix was the first one they've been there for at least three or four years and there's other ones like Al Kyra for example that just started now that doing more connectivity but they want to create an overlay network across the cloud and start doing policies and trying abstracting all the clouds within one platform so I gotta ask you I interviewed an executive at VMware Sanjay Pune and he said to me at RSA last week I was only be two networking vendors left Cisco and VMware what's your respect what's your response to that obviously I mean when you have these waves as new brands that emerge like aviation others though I think there'll be a lot of startups coming out of the woodwork how do you respond to that comment well there's still a data center there's still like a lot of action on campus and there's the one but from the cloud provisioning and clown networking in general I mean they're behind I think you know in fact you don't even need them to start to it you can if you're small enough you can just keep if you're in a table us you can use it with us construct they have to insert themselves I mean they're running behind they're all certainly incumbents I love the term Andy Jesse's that Amazon Web Services uses old guard new guard to talk about the industry what does the new guard have to do the new and new brands that emerge in is it be more DevOps oriented neck net sec Ops is that net ops is the programmability these are some of the key discussions we've been having what's your view on how you see this ability their most important part is they have to make the network's simple for the dev teams and from you cannot have that you cannot make a phone call and get it V line in two weeks anymore so if you move to that cloud you have to make the cloud construct as simple enough so that for example a dev team could say okay I'm going to create this V PC but this V PC automatically being your associate your account you cannot go out on the internet you have to go to the transit VPC so there's a lot of action in terms of the I am part and you have to put the control around them too so to make it as simple as possible you guys both I mean you're the COC aviatrix but also you guys a lot of experience going back to networking going back to I call the OSI days which for us old folks know what that means but you guys know this means I want to ask you the question as you look at the future of networking here a couple of objections oh the cloud guys they got networking we're all set with them how do you respond to the fact that networking is changing and the cloud guys have their own networking what some of the pain points that's going on premises and these enterprises so are they good with the clouds what needs what are the key things that's going on in networking that makes it more than just the cloud networking what's your take on well as I said earlier that once you you could easily provision in the cloud you can easily connect to the cloud is when you start troubleshooting application in the cloud and try to scale so this that's what the problem occurs see what you're taking on it and you'll hear from the from the customers that that we have on stage and I think what happens is all the cloud the clouds by definition designed to the 80/20 rule which means they'll design 80% of the basic functionality and they'll lead to 20% extra functionality that of course every Enterprise needs they'll leave that to ISVs like aviatrix because why because they have to make money they have a service and they can't have huge instances for functionality that not everybody needs so they have to design to the common and that's they all do it right they have to and then the extra the problem is that can be an explosion that I talked about with enterprises that's holy that's what they need that they're the ones who need that extra 20% so that's that's what I see is is there's always going to be that extra functionality that in an automated and simple way that you talked about but yet powerful with up with the visible in control that they expect of on prep that that's that kind of combination that yin and the yang that people like us are providing some I want to ask you were gonna ask some of the cloud architect customer panels it's the same question this pioneers doing some work here and there's also the laggers who come in behind the early adopters what's gonna be the tipping point what are some of those conversations that the cloud architects are having out there or what's the signs that they need to be on this multi cloud or cloud native networking trend what are some of the signals that are going on their environment what are some of the thresholds or things that are going on that there can pay attention to well one once they have application and multiple cloud and they have they get wake up at 2:00 in the morning to troubleshoot them they don't know it's important so I think that's the that's where the robbery will hit the road but as I said it's easier to prove it it's okay it's a TBS it's easy use a transit gateway put a few V PCs and you're done and you create some presents like equinox and do Direct Connect and Express route with Azure that looks simple as the operations that's when they'll realize okay now I need to understand our car networking works I also need a tool that give me visibility and control not but I'm telling you that I need to understand a basic underneath it as well what are some of the day in the life scenarios that you envision happening with multi cloud because you think about what's happening it kind of has that same vibe of interoperability choice multi vendor because you have multi clouds essentially multi vendor these are kind of old paradigms that we've lived through the client-server an internet working wave what are some of those scenarios of success and that might be possible it would be possible with multi cloud and cloud native networking well I think once you have good enough visibility to satisfy your customers you know you not only like to keep the service running an application running but to be able to provision fast enough I think that's what you want to achieve small final question advice for folks watching on the live stream if they're sitting there as a cloud architect or a CXO what's your advice to them right now in this because honestly public cloud check hybrid cloud they're working on that that kids on premise is done now multi class right behind it what's your advice the first thing they should do is really try to understand cloud networking for each of their cloud providers and then understand the limitation and is what there's cloud service provider offers enough or you need to look to a third party but you don't look at a third party to start with especially an incumbent one so it's tempting to say I have a bunch of f5 experts nothing against f5 I'm going to bring my five in a cloud when you can use a needle be that automatically understand is ease and auto scaling and so on and you understand that's much simpler but sometimes you need you have five because you have requirements you have like AI rules and that kind of stuff that you use for years you cannot do it's okay I have requirement and that met I'm going to use legacy stuff and then you have to start taking okay what about visibility control about the three cloud but before you do that you have to understand the limitation of the existing cloud providers so first try to be as native as possible until things don't work after that you can start taking multi-cloud great insight somewhat thank you for coming summit in charge with Gardner thanks for sharing thank you appreciate it thanks [Applause] informatica is known as the leading enterprise cloud data management company we are known for being the top in our industry in at least five different products over the last few years especially we've been transforming into a cloud model which allows us to work better with the trends of our customers in order to see agile and effective in a business you need to make sure that your products and your offerings are just as relevant in all these different clouds than what you're used to and what you're comfortable with one of the most difficult challenges we've always had is that because we're a data company we're talking about data that a customer owns some of that data may be in the cloud some of that data may be on Prem some of that data may be actually in their data center in another region or even another country and having that data connect back to our systems that are located in the cloud has always been a challenge when we first started our engagement myth aviatrix we only had one plan that was Amazon it wasn't till later that a jerk came up and all of a sudden we found hey the solution we already had in place for her aviatrix already working in Amazon and now works in Missouri as well before we knew what GCP came up but it really wasn't a big deal for us because we already had the same solution in Amazon and integer now just working in GCP by having a multi cloud approach we have access to all three of them but more commonly it's not just one it's actually integrations between multiple we have some data and ensure that we want to integrate with Amazon we have some data in GCP that we want to bring over to a data Lake measure one of the nice things about aviatrix is that it gives a very simple interface that my staff can understand and use and manage literally hundreds of VPNs around the world and while talking to and working with our customers who are literally around the world now that we've been using aviatrix for a couple years we're actually finding that even problems that we didn't realize we had were actually solved even before we came across the problem and it just worked cloud companies as a whole are based on reputation we need to be able to protect our reputation and part of that reputation is being able to protect our customers and being able to protect more importantly our customers data aviatrix has been helpful for us in that we only have one system that can manage this whole huge system in a simple easy direct model aviatrix is directly responsible for helping us secure and manage our customers not only across the world but across multiple clouds users don't have to be VPN or networking experts in order to be able to use the system all the members on my team can manage it all the members regardless of their experience can do different levels of it one of the unexpected two advantages of aviatrix is that I don't have to sell it to my management the fact that we're not in the news at three o'clock in the morning or that we don't have to get calls in the middle of the night no news is good news especially in networking things that used to take weeks to build or done in hours I think the most important thing about a matrix is it provides me consistency aviatrix gives me a consistent model that I can use across multiple regions multiple clouds multiple customers okay welcome back to altitude 2020 for the folks on the livestream I'm John for Steve Mulaney with CEO of aviatrix for our first of two customer panels on cloud with cloud network architects we got Bobby Willoughby they gone Luis Castillo of National Instruments David should Nick with fact set guys welcome to the stage for this digital event come on up [Applause] [Music] hey good to see you thank you okay okay customer pal this is my favorite part we get to hear the real scoop against a gardener given this the industry overview certainly multi clouds very relevant and cloud native networking is the hot trend with a live stream out there and the digital event so guys let's get into it the journey is you guys are pioneering this journey of multi cloud and cloud native networking and the soon gonna be a lot more coming so I want to get into the journey what's it been like is it real you got a lot of scar tissue and what are some of the learnings yeah absolutely so multi cloud is whether or not we we accepted as a network engineers is a reality like Steve said about two years ago companies really decided to to just to just bite the bullet and and and move there whether or not whether or not we we accept that fact we need to now create a consistent architecture across across multiple clouds and that that is challenging without orchestration layers as you start managing different different tool sets and different languages across different clouds so that's it's really important that to start thinking about that guys on the other panelists here there's different phases of this journey some come at it from a networking perspective some come in from a problem troubleshooting what's what's your experiences yeah so from a networking perspective it's been incredibly exciting it's kind of a once-in-a-generation --all opportunity to look at how you're building out your network you can start to embrace things like infrastructure as code that maybe your peers on the systems teams have been doing for years but it just never really worked on bram so it's really it's really exciting to look at all the opportunities that we have and then all the interesting challenges that come up that you that you get to tackle an effect said you guys are mostly AWS right yep right now though we're we are looking at multiple clouds we have production workloads running in multiple clouds today but a lot of the initial work has been with Amazon and you've seen it from a networking perspective that's where you guys are coming at it from yep yeah we evolved more from a customer requirement perspective started out primarily as AWS but as the customer needed more resources to measure like HPC you know as your ad things like that even recently Google at Google Analytics our journey has evolved into more of a multi cloud environment Steve weigh in on the architecture because this has been the big conversation I want you to lead this second yeah so I mean I think you guys agree the journey you know it seems like the journey started a couple years ago got real serious the need for multi cloud whether you're there today of course it's gonna be there in the future so that's really important I think the next thing is just architecture I'd love to hear what you had some comments about architecture matters it all starts I mean every Enterprise I talk to maybe talk about architecture and the importance of architecture maybe Bobby it's a particular perspective we sorted a journey five years ago Wow okay and we're just now starting our fourth evolution of our network architect and we'll call it networking security net sec yep versus Justice Network and that fourth generation architectures be based primarily upon Palo Alto Networks an aviatrix I have a trick to in the orchestration piece of it but that journey came because of the need for simplicity ok the need for a multi cloud orchestration without us having to go and do reprogramming efforts across every cloud as it comes along right I guess the other question I also had around architectures also Louis maybe just talk about I know we've talked a little bit about you know scripting right and some of your thoughts on that yeah absolutely so so for us we started we started creating the network constructs with cloud formation and we've we've stuck with that for for the most part what's interesting about that is today on premise we have a lot of a lot of automation around around around how we provision networks but cloud formation has become a little bit like the new manual for us so we're now having issues with having the to automate that component and making it consistent with our on premise architecture making it consistent with Azure architecture and Google cloud so it's really interesting to see to see companies now bring that layer of abstraction that sty and brought to the do the web side now it's going up into into the into the cloud networking architecture so on the fourth generation of you mentioned you're in the fourth gen architecture what do you guys what have you learned is there any lessons scar tissue what to avoid what worked what was the middle it was a path that's probably the biggest lesson there is that when you think you finally figured it out you have it right Amazon will change something as you change something you know transit gateways a game changer so in listening to the business requirements is probably the biggest thing we need to do up front but I think from a simplicity perspective we like I said we don't want to do things four times we want to do things one time we won't be able to write to an API which aviatrix has and have them do the orchestration for us so that we don't have to do it four times how important is architecture in the progression is it you guys get thrown in the deep end to solve these problems or you guys zooming out and looking at it it's a I mean how are you guys looking at the architecture I mean you can't get off the ground if you don't have the network there so all of those now we've gone through similar evolutions we're on our fourth or fifth evolution I think about what we started off with Amazon without a direct connect gateway about a trans a gateway without a lot of the things that are available today kind of the 80/20 that Steve was talking about just because it wasn't there doesn't mean we didn't need it so we needed to figure out a way to do it we couldn't say oh you need to come back to the network team in a year and maybe Amazon will have a solution for it right you need to do it now and it evolved later and maybe optimized for change the way you're doing things in the future but don't sit around and wait you can't I'd love to have you guys each individually answer this question for the live stream because it comes up a lot a lot of cloud architects out in the community what should they be thinking about the folks that are coming into this proactively and/or realizing the business benefits are there what advice would you guys give them an architecture what should be they be thinking about and what are some guiding principles you could share so I would start with looking at an architecture model that that can that can spread and and give consistency they're different to different cloud vendors that you will absolutely have to support cloud vendors tend to want to pull you into using their native toolset and that's good if only it was realistic to talk about only one cloud but because it doesn't it's it's it's super important to talk about and have a conversation with the business and with your technology teams about a consistent model so that's David yeah talking as we prepare about a day to operations so how do I design how do I do my day one work so that I'm not you know spending eighty percent of my time troubleshooting or managing my network because I'm doing that then I'm missing out on ways that I can make improvements or embrace new technologies so it's really important early on to figure out how do I make this as low maintenance as possible so that I can focus on the things that the team really should be focusing on Bobby your advice to the architect I don't know what else I can do that simplicity of operations is key right all right so the holistic view of j2 operation you mentioned let's could jump in day one is you're you're you're getting stuff set up day two is your life after all right this is kind of what you're getting at David so what does that look like what are you envisioning as you look at that 20 miles their outpost multi-cloud world what are some of the things then you want in a day to operations yeah infrastructure is code is really important to us so how do we how do we design it so that we can fit start making network changes and fitting them into like a release pipeline and start looking at it like that rather than somebody logging into a router seoi and troubleshooting things on in an ad hoc nature so moving more towards a DevOps model there's anything on that day - yeah I would love to add something so in terms of date to operations you can you can either sort of ignore the day - operations for a little while where you get well well you get your feet wet or you can start approaching it from the beginning the fact is that the the cloud native tools don't have a lot of maturity in that space and when you run into an issue you're gonna end up having a bad day going through millions and millions of logs just to try to understand what's going on so that's something that that the industry just now is beginning to to realize it's it's such as such a big gap I think that's key because for us we're moving to more of an event-driven operations in the past monitoring got the job done it's impossible to modern monitor something that it's nothing there when the event happens all right so the event-driven application and then detection is important yeah I think Gardner was all about the cloud native wave coming into networking that's gonna be a serious thing I want to get you guys perspectives I know you have different views of how you come into the journey and how you're executing and I always say the beauties in the eye of the beholder and that kind of applies how the network's laid out so Bobby you guys do a lot of high-performance encryption both on AWS and Azure that's kind of a unique thing for you how are you seeing that impact with multi cloud yeah and that's a new requirement for us to where we we have an equipment to encrypt and they they never get the question should i encryption and I'll encrypt the answer is always yes you should encrypt when you can encrypt for our perspective we we need to migrate a bunch of data from our data centers we have some huge data centers and then getting that data to the cloud is the timely experiencing some cases so we have been mandated that we have to encrypt everything leaving the data center so we're looking at using the aviatrix insane mode appliances to be able to encrypt you know 10 20 gigabits of data as it moves to the cloud itself David you're using terraform you got fire Ned you got a lot of complexity in your network what do you guys look at the future for your environment yeah so something exciting that or yeah now is fire net so for our security team they obviously have a lot of a lot of knowledge base around Palo Alto and with our commitments to our clients you know it's it's it's not very easy to shift your security model to a specific cloud vendor right so there's a lot of stuck to compliance or things like that where being able to take some of what you've you know you've worked on for years on Bram and put it in the cloud and have the same type of assurance that things are gonna work and be secure in the same way that they are on prem helps make that journey into the cloud a lot easier and Louis you guys got scripting you got a lot of things going on what's your what's your unique angle on this yeah no absolutely so full disclosure I'm not a not not an aviatrix customer yet it's ok wanna hear the truth that's good Ellis what are you thinking about what's on your mind no really when you when you talk about implementing the tool like this it's really just really important to talk about automation and focus on on value so when you talk about things like encryption and things like so yeah encrypting tunnels and encrypting the paths and those things are it should it should should be second nature really when you when you look at building those backends and managing them with your team it becomes really painful so tools like aviatrix that that add a lot of automation it's out of out of sight out of mind you can focus on the value and you don't have to focus on so I gotta ask you guys I'll see aviatrix is here they're their supplier to the sector but you guys are customers everyone's pitching you stuff these people are not gonna here to buy my stuff how do you guys have that conversation with the suppliers like the cloud vendors and other folks what's the what's it like we're API all the way you got to support this what are some of the what are some of your requirements how do you talk to and evaluate people that walk in and want to knock on your door and pitch you something what's the conversation like it's definitely it's definitely API driven we we definitely look at the at the PAP i structure of the vendors provide before we select anything that that is always first of mine and also what a problem are we really trying to solve usually people try to sell or try to give us something that isn't really valuable like implementing a solution on the on the on the cloud isn't really it doesn't really add a lot of value that's where we go David what's your conversation like with suppliers you have a certain new way to do things as as becomes more agile and essentially the networking and more dynamic what are some of the conversation is with the either incumbents or new new vendors that you're having what do what do you require yeah so ease of use is definitely definitely high up there we've had some vendors come in and say you know hey you know when you go to set this up we're gonna want to send somebody on-site and they're gonna sit with you for a day to configure it and that's kind of a red flag what wait a minute you know do we really if one of my really talented engineers can't figure it out on his own what's going on there and why is that so you know having having some ease-of-use and the team being comfortable with it and understanding it is really important probably how about you I mean the old days was do a bake-off and you know the winner takes all I mean is it like that anymore what's involving take off last year first you win so but that's different now because now you and you when you get the product you can install the product in AWS energy or have it up and running a matter of minutes and so key is is that it can you be operational you know within hours or days instead of weeks right but do we also have the flexibility to customize it to meet your needs could you want to be you want to be put into a box with the other customers we have needs that surpassed or cut their needs yeah I almost see the challenge of you guys are living where you've got the cloud immediate value depending on roll-up any solutions but then you have might have other needs so you've got to be careful not to buy into stuff that's not shipping so you're trying to be proactive at the same time deal with what you got I mean how do you guys see that evolving because multi-cloud to me is definitely relevant but it's not yet clear how to implement across how do you guys look at this baked versus you know future solutions coming how do you balance that so again so right now we we're we're taking the the ad hoc approach and and experimenting with the different concepts of cloud and really leveraging the the native constructs of each cloud but but there's it there's a breaking point for sure you don't you don't get to scale this I like like Seamon said and you have to focus on being able to deliver a developer they're their sandbox or their play area for the for the things that they're trying to build quickly and the only way to do that is with the with with some sort of consistent orchestration layer that allows you to so you've spent a lot more stuff to be coming pretty quickly IDEs area I do expect things to start to start maturing quite quite quickly this year and you guys see similar trend new stuff coming fast yeah you know part of the biggest challenge we've got now is being able to segment within the network being able to provide segmentation between production on production workloads even businesses because we support many businesses worldwide and and isolation between those is a key criteria there so the ability to identify and quickly isolate those workloads is key so the CIOs that are watching or that are saying hey take that he'll do multi cloud and then you know the bottoms up organization take pause you're kind of like off it's not how it works I mean what is the reality in terms of implementing you know in as fast as possible because the business benefits are clear but it's not always clear in the technology how to move that fast yeah what are some of the barriers what are the blockers what are the enablers I think the reality is is that you may not think your multi-cloud but your business is right so I think the biggest barriers there is understanding what the requirements are and how best to meet those requirements Inc and then secure manner because you need to make sure that things are working from a latency perspective that things work the way they did and get out of the mind shift that you know it was a cheery application in the data center it doesn't have to be a Tier three application in the cloud so lift and shift is is not the way to go scale is a big part of what I see is the competitive advantage to lot of these clouds and they used to be proprietary network stacks in the old days and then open systems came that was a good thing but as clouds become bigger there's kind of an inherent lock in there with the scale how do you guys keep the choice open how're you guys thinking about interoperability what are some of the conversations and you guys are having around those key concepts well when we look at when we look at the problem from a networking perspective it it's really key for you to just enable enable all the all the clouds to be to be able to communicate between them developers will will find a way to use the cloud that best suits their their business need and and like like you said it's whether whether you're in denial or not of the multi cloud fact that then your company is in already that's it becomes really important for you to move quickly yeah and a lot of it also hinges on how well is the provider embracing what that specific cloud is doing so are they are they swimming with Amazon or Azure and just helping facilitate things they're doing the you know the heavy lifting API work for you or are they swimming upstream and they're trying to hack it all together in a messy way and so that helps you you know stay out of the lock-in because they're you know if they're doing if they're using Amazon native tools to help you get where you need to be it's not like Amazon's gonna release something in the future that completely you know you have designed yourself into a corner so the closer they're more than cloud native they are the more the easier it is to to deploy but you also need to be aligned in such a way that you can take advantage of those cloud native technologies will they make sense tgw is a game changer in terms of cost and performance right so to completely ignore that would be wrong but you know if you needed to have encryption you know teach Adobe's not encrypted so you need to have some type of a gateway to do the VPN encryption you know so the aviatrix tool gives you the beauty of both worlds you can use tgw or the Gateway Wow real quick in the last minute we have I want to just get a quick feedback from you guys I hear a lot of people say to me hey the I picked the best cloud for the workload you got and then figure out multi cloud behind the scenes so that seems to be do you guys agree with that I mean is it do I go mole to one cloud across the whole company or this workload works great on AWS that work was great on this from a cloud standpoint you agree with that premise and then witness multi-cloud stitch them all together yeah from from an application perspective it it can be per workload but it can also be an economical decision certain enterprise contracts will will pull you in one direction to add value but the the network problem is still the same go away yeah yeah I mean you don't want to be trying to fit a square into a round Hall right so if it works better on that cloud provider then it's our job to make sure that that service is there and people can use it agree you just need to stay ahead of the game make sure that the then they're working for structure is there secure is available and is multi cloud capable yeah I'm at the end the day you guys just validating that it's the networking game now cloud storage compute check networking is where the action is awesome thanks for your insights guys appreciate you coming on the panel appreciate Thanks thank you [Applause] [Music] [Applause] okay welcome back on the live feed I'm John for its Dee Mulaney my co-host with aviatrix I'm with the cube for the special digital event our next customer panel got great another set of cloud network architects Justin Smith was aura Justin broadly with Ellie Mae and Amit Oh tree job with Koopa Pokemon stage [Applause] all right thank you thank you oK you've got all the cliff notes from the last session welcome rinse and repeat yeah yeah we're going to go under the hood a little bit I think I think they nailed the what we've been reporting and we've been having this conversation around networking is where the action is because that's the end of the day you got a move attack from A to B and you get work gloves exchanging data so it's really killer so let's get started Amit what are you seeing as the journey of multi cloud as you go under the hood and say okay I got to implement this I have to engineer the network make it enabling make it programmable make it interoperable across clouds I mean that's like I mean almost sounds impossible to me what's your taking yeah I mean it it seems impossible but if you are running an organization which is running infrastructure as a cordon all right it is easily doable like you can use tools out there that's available today you can use third-party products that can do a better job but but put your architecture first don't wait architecture may not be perfect put the best architecture that's available today and be agile to iterate and make improvements over the time we got to Justin's over here so I have to be careful when I point a question adjusting they both have to answer but okay journeys what's the journey been like I mean is there phases we heard that from Gardner people come into multi cloud and cloud native networking from different perspectives what's your take on the journey Justin yeah I mean from Mars like to we started out very much focused on one cloud and as we started doing Atkins we started doing new products the market the need for multi cloud comes very apparent very quickly for us and so you know having an architecture that we can plug in play into and be able to add and change things as it changes is super important for what we're doing in the space just in your journey yes for us we were very ad hoc oriented and the idea is that we were reinventing all the time trying to move into these new things and coming up with great new ideas and so rather than it being some iterative approach with our deployments that became a number of different deployments and so we shifted that tour and the network has been a real enabler of this is that it there's one network and it touches whatever cloud we want it to touch and it touches the data centers that we need it to touch and it touches the customers that we need it to touch our job is to make sure that the services that are available and one of those locations are available in all of the locations so the idea is not that we need to come up with this new solution every time it's that we're just iterating on what we've already decided to do before we get the architecture section I want to ask you guys a question I'm a big fan of you know let the app developers have infrastructure as code so check but having the right cloud run that workload I'm a big fan of that if it works great but we just heard from the other panel you can't change the network so I want to get your thoughts what is cloud native networking and is that the engine really got the enabler for this multi cloud trend but you guys taken we'll start with a mint what do you think about that yeah so you are gonna have workloads running in different clouds and the workloads would have affinity to one cloud over other but how you expose that it's matter of how you are going to build your networks how we are going to run security how we are going to do egress ingress out of it so it means the big problem how do you split says what's the solution what's the end the key pain points and problem statement I mean the key pain point for most companies is how do you take your traditional on-premise network and then blow that out to the cloud in a way that makes sense you know IP conflicts you have IP space you pub public eye peas and premise as well as in the cloud and how do you kind of make a sense of all of that and I think that's where tools like aviatrix make a lot of sense in that space from our site it's it's really simple it's a latency and bandwidth and availability these don't change whether we're talking about cloud or data center or even corporate IT networking so our job when when these all of these things are simplified into like s3 for instance and our developers want to use those we have to be able to deliver that and for a particular group or another group that wants to use just just GCP resources these aren't we have to support these requirements and these wants as opposed to saying hey that's not a good idea our job is to enable them not to disable them do you think I do you guys think infrastructure has code which I love that I think that's the future it is we saw that with DevOps but I just start getting the networking is it getting down to the network portion where it's network is code because stores and compute working really well is seeing all kubernetes and service master and network is code reality is that there is got work to do it's absolutely there I mean you mentioned net DevOps and it's it's very real I mean in Cooper we build our networks through terraform and on not only just out of fun build an API so that we can consistently build V nets and VPC all across in the same way three guys do it yeah and even security groups and then on top an aviatrix comes in we can peer the networks bridge bridge all the different regions through code same with you guys but yeah think about this everything we deploy is done with automation and then we also run things like lambda on top to make changes in real time we don't make manual changes on our network in the data center funny enough it's still manual but the cloud has enabled us to move into this automation mindset and and all my guys that's what they focus on is is bringing what now what they're doing in the cloud into the data center which is kind of opposite of what it should be that's full or what it used to be it's full DevOps then yes yeah I mean for us was similar on premise still somewhat very manual although we're moving more Norton ninja and terraform concepts but everything in the production environment is colored confirmation terraform code and now coming into the datacenter same I just wanted to jump in on a Justin Smith one of the comment that you made cuz it's something that we always talk about a lot is that the center of gravity of architecture used to be an on-prem and now it's shifted in the cloud and once you have your strategic architecture what you--what do you do you push that everywhere so what you used to see at the beginning of cloud was pushing the architecture on prem into cloud now i want to pick up on what you said to you others agree that the center of architect of gravity is here i'm now pushing what i do in the cloud back into on-prem and what and then so first that and then also in the journey where are you at from 0 to 100 of actually in the journey to cloud do you 50% there are you 10% are you vacuum datacenters next year I mean were you guys at yeah so there's there's two types of gravity that you typically are dealing with with no migration first is data gravity and your data set and where that data lives and then the second is the network platform that interrupts all that together in our case the data gravity sold mostly on Prem but our network is now extend out to the app tier that's gonna be in cloud right eventually that data gravity will also move to cloud as we start getting more sophisticated but you know in our journey we're about halfway there about halfway through the process we're taking a handle of lift and shift and when did that start and we started about three years ago okay okay cool bye it's a very different story it started from a garage and 100% on the clock it's a business spend management platform as a software as a service 100% on the cloud it was like 10 years ago right yes yeah you guys are riding the wave love that architecture Justin I want to ask you is or you guys mentioned DevOps I mean honestly we saw the huge observability wave which is essentially network management for the cloud in my opinion right yeah it's more dynamic but this is about visibility we heard from the last panel you don't know what's being turned on or turned off from a services standpoint at any given time how is all this playing out when you start getting into the DevOps down well this this is the big challenge for all of us as visibility when you talk transport within a cloud you know we very interesting we have moved from having a backbone that we bought that we owned that would be data center connectivity we now I work for as or as a subscription billing company so we want to support the subscription mindset so rather than going and buying circuits and having to wait three months to install and then coming up with some way to get things connected and resiliency and redundancy I my backbone is in the cloud I use the cloud providers interconnections between regions to transport data across and and so if you do that with their native solutions you you do lose visibility there there are areas in that that you don't get which is why controlling you know controllers and having some type of management plane is a requirement for us to do what we're supposed to do and provide consistency while doing it a great conversation I loved when you said earlier latency bandwidth I think availability with your sim pop3 things guys SLA I mean you just do ping times between clouds it's like you don't know what you're getting for round-trip times this becomes a huge kind of risk management black hole whatever you want to call blind spot how are you guys looking at the interconnects between clouds because you know I can see that working from you know ground to cloud I'm per cloud but when you start doing with multi clouds workloads SLA is will be all of the map won't they just inherently but how do you guys view that yeah I think we talked about workload and we know that the workloads are going to be different in different clouds but they are going to be calling each other so it's very important to have that visibility that you can see how data is flowing at what latency and what our ability is hour is there and our authority needs to operate on that so it's solely use the software dashboard look at the times and look at the latency in the old day is strong so on open so on you try to figure it out and then your day is you have to figure out just what's your answer to that because you're in the middle of it yeah I mean I think the key thing there is that we have to plan for that failure we have to plan for that latency in our applications that's starting start tracking your SLI something you start planning for and you loosely couple these services and a much more micro services approach so you actually can handle that kind of failure or that type of unknown latency and unfortunately the cloud has made us much better at handling exceptions a much better way you guys are all great examples of cloud native from day one and you guys had when did you have the tipping point moment or the Epiphany of saying a multi clouds real I can't ignore it I got to factor it into all my design design principles and and everything you're doing what's it was there a moment over that was it from day one now there are two divisions one was the business so in business there was some affinity to not be in one cloud or to be in one cloud and that drove from the business side so as a cloud architect our responsibility was to support that business and other is the technology some things are really running better in like if you are running dot network load or you are going to run machine learning or AI so that you have you would have that reference of one cloud over other so it was the bill that we got from AWS I mean that's that's what drives a lot of these conversations is the financial viability of what you're building on top of it which is so we this failure domain idea which is which is fairly interesting how do I solve our guarantee against a failure domain you have methodologies with you know back-end direct connects or interconnect with GCP all of these ideas are something that you have to take into account but that transport layer should not matter to whoever we're building this for our job is to deliver the frames in the packets what that flows across how you get there we want to make that seamless and so whether it's a public Internet API call or it's a back-end connectivity through Direct Connect it doesn't matter it just has to meet a contract that you signed with your application folks yeah that's the availability piece just on your thoughts on that I think any comment on that so actually multi clouds become something much more recent in the last six to eight months I'd say we always kind of had a very much an attitude of like moving to Amazon from our private cloud is hard enough why complicate it further but the realities of the business and as we start seeing you know improvements in Google and Asia and different technology spaces the need for multi cloud becomes much more important as well as our acquisition strategies I matured we're seeing that companies that used to be on premise that we typically acquire are now very much already on a cloud and if they're on a cloud I need to plug them into our ecosystem and so that's really change our multi cloud story in a big way I'd love to get your thoughts on the clouds versus the clouds because you know you compare them Amazon's got more features they're rich with features I see the bills are hiking people using them but Google's got a great network he googles networks pretty damn good and then you got Asher what's the difference between the clouds who where they evolve something where they peak in certain areas better than others what what are the characteristics which makes one cloud better do they have a unique feature that makes as you're better than Google and vice versa what do you guys think about the different clouds yeah to my experience I think there is the approach is different in many places Google has a different approach very DevOps friendly and you can run your workload like the your network can span regions time I mean but our application ready to accept that MS one is evolving I mean I remember 10 years back Amazon's Network was a flat network we will be launching servers and 10.0.0.0 so so the VP sees concept came out multi-account came out so they are evolving as you are at a late start but because they have a late start they saw the pattern and they they have some mature set up on the I mean I think they're all trying to say they're equal in their own ways I think they all have very specific design philosophies that allow them to be successful in different ways and you have to kind of keep that in mind as you architect your own solution for example Amazon has a very much a very regional affinity they don't like to go cross region in their architecture whereas Google is very much it's a global network we're gonna think about as a global solution I think Google also has a banjo it's third to market and so it has seen what a sure did wrong it's seen what AWS did wrong and it's made those improvements and I think that's one of their big advantage at great scale to Justin thoughts on the cloud so yeah Amazon built from the system up and Google built from the network down so their ideas and approaches are from a global versus or regional I agree with you completely that that is the big number one thing but the if you look at it from the outset interestingly the the inability or the ability for Amazon to limit layer two broadcasting and and what that really means from a VPC perspective changed all the routing protocols you can use all the things that we have built inside of a data center to provide resiliency and and and make things seamless to users all of that disappeared and so because we had to accept that at the VPC level now we have to accept it at the LAN level Google's done a better job of being able to overcome those things and provide those traditional network facilities to us just great panel can go all day here's awesome so I heard we could we'll get to the cloud native naive questions so kind of think about what's not even what's cloud is that next but I got to ask you had a conversation with a friend he's like Wayne is the new land so if you think about what the land was at a datacenter when is the new link you get talking about the cloud impact so that means st when the old st winds kind of changing into the new land how do you guys look at that because if you think about it what lands were for inside a premises was all about networking high speed but now when you take a win and make the essentially a land do you agree with that and how do you view this trend and is it good or bad or is it ugly and what's what you guys take on this yeah i think it's a it's a thing that you have to work with your application architect so if you are managing networks and if you're a sorry engineer you need to work with them to expose the unreliability that would bring in so the application has to hand a lot of this the difference in the latencies and and the reliability has to be worked through the application there land when same concept as that BS I think we've been talking about for a long time the erosion of the edge and so is this is just a continuation of that journey we've been on for the last several years as we get more and more cloud native and we start about API is the ability to lock my data in place and not be able to access it really goes away and so I think this is just continuation that thing I think it has challenges we start talking about weighing scale versus land scale the tooling doesn't work the same the scale of that tooling is much larger and the need to automation is much much higher in a way and than it was in a land that's what you're seeing so much infrastructure as code yeah yeah so for me I'll go back again to this its bandwidth and its latency right that that define those two land versus when but the other thing that comes up more and more with cloud deployments is where is our security boundary and where can I extend this secure aware appliance or set of rules to protect what's inside of it so for us we're able to deliver VRS or route forwarding tables for different segments wherever we're at in the world and so they're they're trusted to talk to each other but if they're gonna go to someplace that's outside of their their network then they have to cross a security boundary and where we enforce policy very heavily so for me there's it's not just land when it's it's how does environment get to environment more importantly that's a great point and security we haven't talked to yet but that's got to be baked in from the beginning that's architecture thoughts on security are you guys are dealing with it yeah start from the base have app to app security built-in have TLS have encryption on the data a transit data at rest but as you bring the application to the cloud and they are going to go multi-cloud talking to over the Internet in some places well have apt web security I mean I mean our principals day security is day zero every day and so we we always build it into our design we want our architecture into our applications its encrypt everything its TLS everywhere it's make sure that that data is secured at all times yeah one of the cool trends at RSA just as a side note was the data in use encryption piece which is a homomorphic stuff was interesting all right guys final question you know we heard on the earlier panel was also trending at reinvent we take the tea out of cloud native it spells cloud naive okay they got shirts now aviatrix kind of got this trend going what does that mean to be naive so if you're to your peers out there watching a live stream and also the suppliers that are trying to supply you guys with technology and services what's naive look like and what's native look like when is someone naive about implementing all this stuff so for me it's because we are in hundred-percent cloud for us it's main thing is ready for the change and you will you will find new building blocks coming in and the network design will evolve and change so don't be naive insane that it's static you wall with the change I think the big naivety that people have is that well I've been doing it this way for 20 years and been successful it's going to be successful in cloud the reality is that's not the case you have to think some of the stuff a little bit differently and you need to think about it early enough so that you can become cloud native and really enable your business on cloud yeah for me it's it's being open minded right the the our industry the network industry as a whole has been very much I am smarter than everybody else and we're gonna tell everybody how it's going to be done and we had we fell into a lull when it came to producing infrastructure and and and so embracing this idea that we can deploy a new solution or a new environment in minutes as opposed to hours or weeks or four months in some cases is really important and and so you know it's not me being closed-minded native being open minded exactly and and it took a for me it was that was a transformative kind of where I was looking to solve problems in a cloud way as opposed to looking to solve problems in this traditional old-school way all right I know we're out of time but I ask one more question so you guys so good it could be a quick answer what's the BS language when you the BS meter goes off when people talk to you about solutions what's the kind of jargon that you hear that's the BS meter going off what are people talking about that in your opinion you here you go that's total B yes but what triggers use it so that I have two lines out of movies that are really I can if I say them without actually thinking them it's like 1.21 jigowatts are you out of your mind from Back to the Future right somebody's giving you all these and then and then Martin Mull and and Michael Keaton and mr. mom when he goes to 22 21 whatever it takes yeah those two right there if those go off in my mind somebody's talking to me I know they're full of baloney so a lot of speech would be a lot of speeds and feeds a lot of data did it instead of talking about what you're actually doing and solutioning for you're talking about well I does this this this and any time I start seeing the cloud vendor start benchmarking against each other it's your workload is your workload you need a benchmark yourself don't don't listen to the marketing on that that's that's all what triggers you and the bsp I think if somebody explains you and not simple they cannot explain you in simplicity then that's good all right guys thanks for the great insight great pen how about a round of applause DX easy solutions integrating company that we service customers from all industry verticals and we're helping them to move to the digital world so as a solutions integrator we interface with many many customers that have many different types of needs and they're on their IT journey to modernize their applications into the cloud so we encounter many different scenarios many different reasons for those migrations all of them seeking to optimize their IT solutions to better enable their business we have our CPS organization it's cloud platform services we support AWS does your Google Alibaba porco will help move those workloads to wherever it's most appropriate no one buys the house for the plumbing equally no one buys the solution for the networking but if the plumbing doesn't work no one likes the house and if this network doesn't work no one likes a solution so network is ubiquitous it is a key component of every solution we do the network connectivity is the lifeblood of any architecture without network connectivity nothing works properly planning and building a scalable robust network that's gonna be able to adapt with the application needs its critical when encountering some network design and talking about speed the deployment aviatrix came up in discussion and we then further pursued an area DHT products that incorporated aviatrix is part of a new offering that we are in the process of developing that really enhances our ability to provide cloud connectivity for the lance cloud connectivity there's a new line of networking services that we're getting into as our clients moving the hybrid cloud networking it is much different than our traditional based services an aviatrix provides a key component in that service before we found aviatrix we were using just native peering connections but there wasn't a way to visualize all those peering connections and with multiple accounts multiple contacts for security with a v8 church we were able to visualize those different peering connections of security groups it helped a lot especially in areas of early deployment scenarios were quickly able to then take those deployment scenarios and turn them into scripts that we can then deploy repeatedly their solutions were designed for work with the cloud native capabilities first and where those cloud native capabilities fall short they then have solution sets that augment those capabilities I was pleasantly surprised number one with the aviatrix team as a whole in their level of engagement with us you know we weren't only buying the product we were buying a team that came on board to help us implement and solution that was really good to work together to learn both what aviatrix had to offer as well as enhancements that we had to bring that aviatrix was able to put into their product and meet our needs even better aviatrix was a joy to find because they really provided us the technology that we needed in order to provide multi cloud connectivity that really added to the functionality that you can't get from the basically providing services we're taking our customers on a journey to simplify and optimize their IT infrastructure baby Atrix certainly has made my job much easier okay welcome back to altitude 2020 for the digital event for the live feed welcome back I'm John fray with the cube with Steve Mulaney CEO aviatrix for the next panel from global system integrators the folks who are building and working with folks on their journey to multi cloud and cloud native networking we've got a great panel George Buckman with dxc and Derek Monahan with wwt welcome to the stage [Applause] [Music] okay you guys are the ones out there advising building and getting down and dirty with multi cloud and cloud native network and we start from the customer panel you can see the diversity of where people come into the journey of cloud it kind of depends upon where you are but the trends are all clear cloud native networking DevOps up and down the stack this has been the main engine what's your guys take of the disk Jerry to multi cloud what do you guys seeing yep yeah it's it's critical I mean we're seeing all of our enterprise customers enter into this they've been through the migrations of the easy stuff you know now they're trying to optimize and get more improvement so now the tough stuffs coming on right and you know they need their data processing near where their data is so that's driving them to a multi cloud environment okay we heard some of the edge stuff I mean you guys are you've seen this movie before but now it's a whole new ballgame what's your take yeah so I'll give you a hint so our practice it's not called the cloud practice it's the multi cloud practice and so if that gives you a hint of how we approach things it's very consultative and so when we look at what the trends are let's look a little year ago about a year ago we were having conversations with customers let's build a data center in the cloud let's put some VP C's let's throw some firewalls with some DNS and other infrastructure out there and let's hope it works this isn't a science project so what we're trying we're starting to see is customers are starting to have more of a vision and we're helping with that consultative nature but it's totally based on the business and you got to start understanding how the lines of business are using the apps and then we evolved into that next journey which is a foundational approach to what are some of the problem statements customers are solving when they come to you what are the top things that are on their my house or the ease of use of Julie all that stuff but what specifically they did digging into yeah some complexity I think when you look at a multi cloud approach in my view is network requirements are complex you know I think they are but I think the approach can be let's simplify that so one thing that we try to do this is how we talk to customers is let's just like you simplify an aviatrix simplifies the automation orchestration of cloud networking we're trying to simplify the design the planning implementation of infrastructure across multiple workloads across multiple platforms and so the way we do it is we sit down we look at not just use cases and not just the questions in common we anticipate we actually build out based on the business and function requirements we build out a strategy and then create a set of documents and guess what we actually build in the lab and that lab that we platform we built proves out this reference architecture actually works absolutely we implement similar concepts I mean we they're proven practices they work great so well George you mentioned that the hard parts now upon us are you referring to networking what is specifically were you getting at Tara says the easy parts done that so for the enterprises themselves migrating their more critical apps or more difficult apps into the environments you know they've just we've just scratched the surface I believe on what enterprises that are doing to move into the cloud to optimize their environments to take advantage of the scale and speed to deployment and to be able to better enable their businesses so they're just now really starting the >> so do you get you guys see what I talked about them in terms of their Cambrian explosion I mean you're both monster system integrators with you know top fortune enterprise customers you know really rely on you for for guidance and consulting and so forth and boy they're networks is that something that you you've seen I mean - does that resonate did you notice a year and a half ago and all of a sudden the importance of cloud for enterprise shoot up yeah I mean we're seeing it okay in our internal environment as you know we're a huge company or as customers are in 30 so we're experiencing that internal okay and every one of our other customers so I I have another question oh but I don't know the answer to this and the lawyer never asks a question that you don't know the answer to but I'm gonna ask it anyway DX c @ w WT massive system integrators why aviatrix yep so great question Steve so I think the way we approach things I think we have a similar vision a similar strategy how you approach things how we approach things that world by technology number one we want to simplify the complexity and so that's your number one priorities let's take the networking but simplify it and I think part of the other point I'm making is we have we see this automation piece as not just an afterthought anymore if you look at what customers care about visibility and automation is probably the at the top three maybe the third on the list and I think that's where we see the value and I think the partnership that we're building and what I what I get excited about is not just putting yours in our lab and showing customers how it works is Co developing a solution with you figuring out hey how can we make this better Bank visibily is a huge thing jump in security alone network everything's around visibility what automation you see happening in terms of progression order of operations if you will it's the low-hanging fruit what are people working on now and what are what are some of the aspirational goals around when you start thinking about multi cloud an automation yep so I wanted to get back to answer that question I want to answer your question you know what led us there and why aviatrix you know in working some large internal IT projects and and looking at how we were going to integrate those solutions you know we like to build everything with recipes where network is probably playing catch-up in the DevOps world but with a DevOps mindset looking to speed to deploy support all those things so when you start building your recipes you take a little of this a little of that and you mix it all together well when you look around you say wow look there's this big bag of athe let me plop that in that solves a big part of my problems that I have to speed to integrate speed to deploy and the operational views that I need to run this so that was 11 years about reference architectures yeah absolutely so you know they came with a full slate of reference architectures already the out there and ready to go that fit our needs so it's very very easy for us to integrate those into our recipes what do you guys think about all the multi vendor interoperability conversations that have been going on choice has been a big part of multi cloud in terms of you know customers want choice didn't you know they'll put a workload in the cloud that works but this notion of choice and interoperability is become a big conversation it is and I think our approach and that's why we talk to customers is let's let's speed and D risk of that decision making process and how do we do that because the interoperability is key you're not just putting it's not just a single vendor we're talking you know many many vendors I mean think about the average number of cloud application as a customer uses a business and enterprise business today you know it's it's above 30 it's it's skyrocketing and so what we do and we look at it from an Billee approach is how do things interoperate we test it out we validate it we build a reference architecture says these are the critical design elements now let's build one with aviatrix and show how this works with aviatrix and I think the the important part there though is the automation piece that we add to it invisibility so I think the visibility is what's what I see lack in cross industry today and the cloud needed that's been a big topic okay in terms of aviatrix as you guys see them coming in there one of the ones that are emerging and the new brands emerging with multi cloud you still got the old guard incumbent with huge footprints how our customers dealing with that that kind of component and dealing with both of them yeah I mean where we have customers that are ingrained with a particular vendor and you know we have partnerships with many vendors so our objective is to provide the solution that meets that client and you they all want multi vendor they all want interoperability correct all right so I got to ask you guys a question what we were defining day to operations what does that mean I mean you guys are looking at the big business and technical components of architecture what does day to Operations mean what's the definition of that yeah so I think from our perspective my experience we you know day to operations whether it's it's not just the you know the orchestration piece and setting up and let it a lot of automate and have some you know change control you're looking at this from a data perspective how do I support this ongoing and make it easy to make changes as we evolve that the the cloud is very dynamic the the nature of how the fast is expanding the number of features is astonishing trying to keep up to date with a number of just networking capabilities and services that are added so I think day to operation starts with a fundable understanding of you know building out supporting a customer's environments and making it the automation piece easy from from you know a distance I think yeah and you know taking that to the next level of being able to enable customers to have catalog items that they can pick and choose hey I need this network connectivity from this cloud location back to this on pram and being able to have that automated and provisioned just simply by ordering it for the folks watching out there guys take a minute to explain as you guys are in the trenches doing a lot of good work what are some of the engagement that you guys get into how does that progress what is the what's what happens there they call you up and say hey I need multi-cloud or you're already in there I mean take us through why how someone can engage to use a global si to come in and make this thing happen what's typical engagement look like yeah so from our perspective we typically have a series of workshops in a methodology that we kind of go along the journey number one we have a foundational approach and I don't mean foundation meaning the network foundation that's a very critical element we got a factor in security we've got to factor in automation so we think about foundation we do a workshop that starts with education a lot of times we'll go in and we'll just educate the customer what does VPC sharing you know what is a private link and asher how does that impact your business you know customers I want to share services out in an ecosystem with other customers and partners well there's many ways to accomplish that so our goal is to you know understand those requirements and then build that strategy with them thoughts Georgia yeah I mean I'm one of the guys that's down in the weeds making things happen so I'm not the guy on the front line interfacing with the customers every day but we have a similar approach you know we have a consulting practice that will go out and and apply their practices to see what those and when do you parachute in yeah and when I've been is I'm on the back end working with our offering development leads for the networking so we understand or seeing what customers are asking for and we're on the back end developing the solutions that integrate with our own offerings as well as enable other customers to just deploy quickly to meet their connectivity needs it so the patterns are similar right final question for you guys I want to ask you to paint a picture of what success looks like and you know the name customers didn't again reveal kind of who they are but what does success look like in multi-cloud as you as you paint a picture for the folks here and watching on the live stream it's someone says hey I want to be multi-cloud I got to have my operations agile I want full DevOps I want programmability security built in from day zero what does success look like yeah I think success looks like this so when you're building out a network the network is a harder thing to change than some other aspects of cloud so what we think is even if you're thinking about that second cloud which we have most of our customers are on to public clouds today they might be dabbling in is you build that network foundation at architecture that takes in consideration where you're going and so once we start building that reference architecture out that shows this is how to sit from a multi-cloud perspective not a single cloud and let's not forget our branches let's not forget our data centers let's not forget how all this connects together because that's how we define multi-cloud it's not just in the cloud it's on Prem and it's off Prem and so collectively I think the key is also is that we provide them an hld you got to start with a high level design that can be tweaked as you go through the journey but you got to give a solid structural foundation and that networking which we think most customers think as not not the network engineers but as an afterthought we want to make that the most critical element before you start the journey Jorge from your seed how do you success look for you so you know it starts out on these journeys often start out people not even thinking about what is gonna happen with what their network needs are when they start their migration journey to the cloud so I want this success to me looks like them being able to end up not worrying about what's happening in the network when they move to the cloud good guys great insight thanks for coming on share and pen I've got a round of applause the global system integrators [Applause] [Music] okay welcome back from the live feed I'm chef for with the q Steve Valenti CEO of aviatrix my co-host our next panel is the aviatrix certified engineer is also known as aces this is the folks that are certified their engineering they're building these new solutions please welcome Toby Foss from informatica Stacy linear from Teradata and Jennifer Reed with Victor Davis to the stage I was just gonna I was just gonna rip you guys see where's your jackets and Jen's got the jacket on okay good love the aviatrix aces pile of gear they're above the clouds story to new heights that's right so guys aviatrix aces love the name I think it's great certified this is all about getting things engineered so there's a level of certification I want to get into that but first take us through the day in the life of an ace and just to point out Stacey's a squad leader so he's like it Squadron Leader Roger and leader yeah Squadron Leader he's got a bunch of aces underneath him but share your perspective day-in-the-life Jennifer we'll start with you sure so I have actually a whole team that works for me both in the in the North America both in the US and in Mexico and so I'm really working to get them certified as well so I can become a squad leader myself but it's important because one of the the critical gaps that we've found is people having the networking background because they're you graduate from college and you have a lot of computer science background you can program you've got Python but networking in packets they just don't get and so just taking them through all the processes that it's really necessary to understand when you're troubleshooting is really critical mm-hm and because you're gonna get an issue where you need to figure out where exactly is that happening on the network you know is my my issue just in the V PC is and on the instant side is a security group or is it going on print and is this something actually embedded within Amazon itself I mean I should troubleshot an issue for about six months going back and forth with Amazon and it was the vgw VPN because they were auto-scaling on two sides and we ended up having to pull out the Cisco's and put in aviatrix so I could just say okay it's fixed and actually actually helped the application teams get to that and get it solved yeah but I'm taking a lot of junior people and getting them through that certification process so they can understand and see the network the way I see the network I mean look I've been doing this for 25 years when I got out when I went in the Marine Corps that's what I did and coming out the network is still the network but people don't get the same training they get they got in the 90s it's just so easy just write some software they work takes care of itself yes he'll be will good I'll come back to that I want to come back to that problem solve with Amazon but Toby I think the only thing I have to add to that is that it's always the network fault as long as I've been in never I've always been the network's fault and I'm even to this day you know it's still the network's fault and part of being a network guy is that you need to prove when it is and when it's not your fault and that means you need to know a little bit about a hundred different things to make that and now you've got a full stack DevOps you got to know a lot more times another 100 and these times are changing yeah they say you're Squadron Leader I get that right what is what is the squadron leader first can you describe what it is I think probably just leading all the network components of it but not they from my perspective when to think about what you ask them was it's about no issues and the escalation soft my day is a good outcome that's a good day it's a good day again every mission the Amazon this brings up a good point you know when you have these new waves come in you have a lot of new things new we use cases a lot of the finger-pointing it's that guys problem that girls problem so what how do you solve that and how do you get the young guns up to speed is there training is that this is where the certification comes in was where the certification is really going to come in I know when we we got together at reinvent one of the the questions that that we had with Steve and the team was what what should our certification look like you know she would just be teaching about what aviatrix troubleshooting brings to bear like what should that be like and I think Toby and I were like no no no that's going a little too high we need to get really low because the the better someone can get at actually understanding what actually happening in the network and and where to actually troubleshoot the problem how to step back each of those processes because without that it's just a big black box and they don't know you know because everything is abstracted in Amazon Internet and Azure and Google is substracted and they have these virtual gateways they have VPNs that you just don't have the logs on it's you just don't know and so then what tools can you put in front of them of where they can look because there are four logs well as long as they turned on the flow logs when they built it you know and there's like each one of those little things that well if they'd had decided to do that when they built it it's there but if you can come in later to really supplement that with training to actual troubleshoot and do a packet capture here as it's going through then teaching them how to read that even yeah Toby we were talking before he came on up on stage about your career you've been networking all your time and then you know you're now mentoring a lot of younger people how is that going because the people who come in fresh they don't have all the old war stories they don't know you talk about yeah that's never fault I walk in Mayr feet in the snow when I was your age I mean it's so easy now right they say what's your take on how you train the young piece so I've noticed two things one is that they are up to speed a lot faster in generalities of networking they can tell you what a network is in high school level now where I didn't learn that too midway through my career and they're learning it faster but they don't necessarily understand why it's that way here you know everybody thinks that it's always slash 24 for a subnet and they don't understand why you can break it down smaller why it's really necessary so the the ramp up speed is much faster for these guys that are coming in but they don't understand why and they need some of that background knowledge to see where it's coming from and why is it important and old guys that's where we thrive Jennifer you mentioned you got in from the Marines health spa when you got into networking how what was it like then and compare it now most like we've heard earlier static versus dynamic don't be static because back then you just said the network you got a perimeter yeah I know there was no such thing yeah no so back in the day I mean I mean we had banyan vines for email and you know we had token ring and I had to set up token ring networks and figure out why that didn't work because how many of things were actually sharing it but then actually just cutting fiber and running fiber cables and dropping them over you know shelters to plug them in and oh crap they swung it too hard and shattered it and how I gotta be great polished this thing and actually shoot like to see if it works I mean that was the network current five cat 5 cables to run an Ethernet you know and then from that just said network switches dumb switches like those were the most common ones you had then actually configuring routers and you know logging into a Cisco router and actually knowing how to configure that and it was funny because I had gone all the way up and was a software product manager for a while so I've gone all the way up the stack and then two and a half three years ago I came across to to work with entity group that became Victor Davis but we went to help one of our customers Avis and it was like okay so we need to fix the network okay I haven't done this in 20 years but all right let's get to it you know because it really fundamentally does not change it's still the network I mean I've had people tell me well you know when we go to containers we will not have to worry about the network and I'm like yeah you don't I do and then with this with and programmability is it really interesting so I think this brings up the certification what are some of the new things that people should be aware of that come in with the aviatrix ace certification what are some of the highlights can you guys share some of the some of the highlights around the certifications I think some of the importance is that it's it doesn't need to be vendor specific for network generality or basic networking knowledge and instead of learning how Cisco does something or how Palo Alto does something we need to understand how and why it works as a basic model and then understand how each vendor has gone about that problem and solved it in a general that's true in multi cloud as well you can't learn how cloud networking works without understanding how AWS integer and GCP are all slightly the same but slightly different and some things work and some things don't I think that's probably the number one take I think having a certification across clouds is really valuable because we heard the global s eyes cover the business issues what does it mean to do that is it code is that networking is the configuration is that aviatrix what is the I mean obviate races the ACE certifications but what is it about the multi cloud that makes it multi networking and multi vendor easy answer is yes so you got to be a general let's go to your hands and all you have to be it takes experience because it's every every cloud vendor has their own certification whether that is ops and [Music] advanced networking and advanced security or whatever it might be yeah they can take the test but they have no idea how to figure out what's wrong with that system and the same thing with any certification but it's really getting your hands in there and actually having to troubleshoot the problems you know actually work the problem you know and calm down it's going to be okay I mean because I don't know how many calls I've been on or even had aviatrix join me on it's like okay so everyone calm down let's figure out what's happening it's like we've looked at that screen three times looking at it again it's not gonna solve that problem right but at the same time you know remaining calm but knowing that it really is I'm getting a packet from here to go over here it's not working so what could be the problem you know and actually stepping them through those scenarios but that's like you only get that by having to do it you know and seeing it and going through it and then I have a question so we you know I just see it we started this program maybe six ago we're seeing a huge amount of interest I mean we're oversubscribed on all the training sessions we've got people flying from around the country even with coronavirus flying to go to Seattle to go to these events were oversubscribed good is that watching leader would put there yeah is that something that you see in your organization's are you recommending that to people do you see I mean I'm just I guess I'm surprised I'm not surprised but I'm really surprised by the demand if you would of this multi-cloud network certification because it really isn't anything like that is that something you guys can comment on or do you see the same things in your organization's I see from my side because we operate in the multi cloud environment so it really helps and it's beneficial for us yeah I think I would add that uh networking guys have always needed to use certifications to prove that they know what they know right it's not good enough to say yeah I know IP addresses or I know how a network works and a couple little check marks or a little letters by your name helps give you validity um so even in our team we can say hey you know we're using these certifications to know that you know enough of the basics and enough of the understandings that you have the tools necessary right so I guess my final question for you guys is why an eighth certification is relevant and then second part is share with the livestream folks who aren't yet a certified or might want to jump in to be AVH or certified engineers why is it important so why is it relevant and why should someone want to be an ace-certified I'm used to write engineer I think my view is a little different I think certification comes from proving that you have the knowledge not proving that you get a certification to get know I mean they're backwards so when you've got the training in the understanding and the you use that to prove and you can like grow your certification list with it versus studying for a test to get a certification and have no understanding of ok so that who is the right person that look at this is saying I'm qualified is it a network engineer is it a DevOps person what's your view you know is it a certain you know I think cloud is really the answer it's the as we talked like the edge is getting eroded so is the network initially eating eroded we're getting more and more of some network some DevOps some security lots and lots of security because network is so involved in so many of them that it's just the next progression I would say I expand that to more automation engineers because we have those nails probably extended as well well I think that the training classes themselves are helpful especially the entry-level ones for people who may be quote-unquote cloud architects but have never done anything and networking for them to understand why we need those things to really work whether or not they go through to eventually get a certification is something different but I really think fundamentally understanding how these things work it makes them a better architect makes some better application developer but even more so as you deploy more of your applications into the cloud really getting an understanding even from our people who have tradition down on Prem networking they can understand how that's going to work in the cloud - well I know we've got just under 30 seconds left but I want to get one more question and just one more for the folks watching that are you maybe younger that don't have that networking training from your experiences each of you can answer why is it should they know about networking what's the benefit what's in it for them motivate them share some insights and why they should go a little bit deeper in networking Stacy we'll start with you we'll go down let's say it's probably fundamental right if you want to deliver solutions networking use the very top I would say if you fundamental of an operating system running on a machine how those machines talk together as a fundamental change is something that starts from the base and work your way up right well I think it's a challenge because you you've come from top-down now you're gonna start looking from bottom-up and you want those different systems to cross communicate and say you built something and you're overlapping IP space not that that doesn't happen but how can I actually make that still operate without having to reappear e-platform it's like those challenges like those younger developers or sis engineers can really start to get their hands around and understand those complexities and bring that forward in their career they got to know the pilot pipes are working and some plumbing that's right works at how to code it that's right awesome thank you guys for great insights ace certain babies you're certified engineers also known as aces give a round of applause thank you okay all right that concludes my portion thank you Steve thanks for have Don thank you very much that was fantastic everybody round of applause for John for you yeah so great event great event I'm not going to take long we've got we've got lunch outside for that for the people here just a couple of things just call to action right so we saw the Aces you know for those of you out on the stream here become a certified right it's great for your career it's great for not knowledge is is fantastic it's not just an aviatrix thing it's gonna teach you about cloud networking multi-cloud networking with a little bit of aviatrix exactly what the cisco CCIE program was for IP network that type of the thing that's number one second thing is is is is learn right so so there's a there's a link up there for the four to join the community again like I started this this is a community this is the kickoff to this community and it's a movement so go to what a v8 community a bh6 comm was starting a community at multi cloud so you know get get trained learn I'd say the next thing is we're doing over a hundred seminars in across the United States and also starting into Europe soon will come out and will actually spend a couple hours and talk about architecture and talk about those beginning things for those of you on the you know on the livestream in here as well you know we're coming to a city near you go to one of those events it's a great way to network with other people that are in the industry as well as start to learn and get on that multi-cloud journey and then I'd say the last thing is you know we haven't talked a lot about what aviatrix does here and that's intentional we want you you know leaving with wanting to know more and schedule get with us in schedule a multi our architecture workshop session so we we sit out with customers and we talk about where they're at in that journey and more important where they're going and to find that end state architecture from networking compute storage everything and everything you heard today every panel kept talking about architecture talking about operations those are the types of things that we saw we help you cook define that canonical architecture that system architecture that's yours so for so many of our customers they have three by five plotted lucid charts architecture drawings and it's the customer name slash aviatrix arc network architecture and they put it on their whiteboard that's what what we and that's the most valuable thing they get from us so this becomes their 20-year network architecture drawing that they don't do anything without talking to us and look at that architecture that's what we do in these multi hour workshop sessions with customers and that's super super powerful so if you're interested definitely call us and let's schedule that with our team so anyway I just want to thank everybody on the livestream thank everybody here hopefully it was it was very useful I think it was and joined the movement and for those of you here join us for lunch and thank you very much [Applause] [Music] [Applause] [Music] you
SUMMARY :
the scenes so that seems to be do you
SENTIMENT ANALYSIS :
ENTITIES
Entity | Category | Confidence |
---|---|---|
Steve | PERSON | 0.99+ |
Steve Mulaney | PERSON | 0.99+ |
March 3, 2020 | DATE | 0.99+ |
George Buckman | PERSON | 0.99+ |
Steve Mulaney | PERSON | 0.99+ |
Amazon | ORGANIZATION | 0.99+ |
Europe | LOCATION | 0.99+ |
Derek Monahan | PERSON | 0.99+ |
Luis Castillo | PERSON | 0.99+ |
Toby Foss | PERSON | 0.99+ |
Jennifer Reed | PERSON | 0.99+ |
Bobby Willoughby | PERSON | 0.99+ |
Michael Keaton | PERSON | 0.99+ |
Stacey | PERSON | 0.99+ |
20-year | QUANTITY | 0.99+ |
Justin Smith | PERSON | 0.99+ |
Missouri | LOCATION | 0.99+ |
80% | QUANTITY | 0.99+ |
Justin | PERSON | 0.99+ |
20% | QUANTITY | 0.99+ |
Cisco | ORGANIZATION | 0.99+ |
25 years | QUANTITY | 0.99+ |
Seattle | LOCATION | 0.99+ |
George | PERSON | 0.99+ |
millions | QUANTITY | 0.99+ |
Santa Clara | LOCATION | 0.99+ |
John | PERSON | 0.99+ |
20 years | QUANTITY | 0.99+ |
Mexico | LOCATION | 0.99+ |
AWS | ORGANIZATION | 0.99+ |
Justin Smith | PERSON | 0.99+ |
VMware | ORGANIZATION | 0.99+ |
Jennifer | PERSON | 0.99+ |
Gartner | ORGANIZATION | 0.99+ |
National Instruments | ORGANIZATION | 0.99+ |
David | PERSON | 0.99+ |
50% | QUANTITY | 0.99+ |
Amazon Web Services | ORGANIZATION | 0.99+ |
10% | QUANTITY | 0.99+ |
11 years | QUANTITY | 0.99+ |
Victor Davis | PERSON | 0.99+ |
Roger | PERSON | 0.99+ |
Ellie Mae | PERSON | 0.99+ |
100% | QUANTITY | 0.99+ |
three months | QUANTITY | 0.99+ |
US | LOCATION | 0.99+ |
ORGANIZATION | 0.99+ | |
Steve Valenti | PERSON | 0.99+ |
five | QUANTITY | 0.99+ |
20 miles | QUANTITY | 0.99+ |
North America | LOCATION | 0.99+ |
Silicon Valley | LOCATION | 0.99+ |
18 months ago | DATE | 0.99+ |
first approach | QUANTITY | 0.99+ |
hundred-percent | QUANTITY | 0.99+ |
last week | DATE | 0.99+ |
Python | TITLE | 0.99+ |
Breaking Analysis: Oracle Earnings - Expect more of the Same
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 special edition of cube insights powered by ETR this is Dave Volante and we've been running these breaking analysis segments and it's timely because oracle last night announced earnings ahead of expectations they were expected to announce today a Friday but they announced early ostensibly because Co CEO Mark Hurd is taking a leave of absence for medical reasons so of course we we wish him the best hope everything's okay with him but but but that looks like they pre announced or announced ahead of schedule in order to get that out of the way and prepare for Oracle OpenWorld Larry Ellison and Safra Catz are going to be filling in during mark heards absence but so this is a breaking analysis on Oracle's earnings I would call this you know can expect more of the same so Alex if you kind of bring up the financial overview of Oracle we'll dig into it a little bit so Oracle is a company with around 40 billion dollars in annual revenue it's growing it you know single digit growth maybe you know 1% of the top line last quarter they've got a large market cap 187 billion dollars so they consistently trade in the four and a half to 5x revenue range and they've got an outstanding margin of operating margin of 42% is very high you know their software company and very very profitable software company that is a non-gaap margin their free cash flow is also very strong they throw off about 14 12 to 14 billion dollars annually in a trailing 12-month basis in free cash flow and the other thing about Oracle I made this point many many times in the cube is Oracle spends money on R&D they spend about fifteen percent of revenue on on R&D they've got a lot of cash they got you know over thirty five thirty six billion dollars in cash and short-term investments but they of course also have a some long term debt over 50 well over fifty billion dollars in long-term debt now that doesn't bother me some people point to that as a concern but if you look at Oracle's EBIT it's many many times greater than its interest payments I think you know 3x is kind of the benchmark they're an Oracle you know whose well well over that de miel 6 7x be bit relative to its interest payment so that's really not a concern of mine but definitely is interest on the debt is oftentimes its tax deductible and so it can be a good source of capital it's cheap cheap debt and of course Oracle's got to compete with some of the cloud suppliers building out more data centers they just had an announcement in that in that regard and so it needs capital even though it you know it can't spend nearly as much as Amazon Google and Microsoft not even close it would take Oracle years and years and years to spend what what Google does in four months but but nonetheless they need cash to compete in their business Oracle's got a shifting business mix from kind of lower margin hardware you know the remnants of the Sun business and and really shifting to a higher margin cloud services and support Oracle has really gone all-in on on cloud again even though it's really it's cloud is not competitive with the hyper scalars but it's sort of the Oracle cloud the redstack cloud but in that that business is growing it's around growing at around 4% from a constant currency standpoint this past quarter it's shifting Oracle's shifting toward an annual recurring revenue model and it's license business is declining and so you saw that last quarter declined around 6% and you're seeing a major shift from on-prem to cloud with Oracle ERP cloud ERP is where the action is for Oracle and I'll show you some data on that from from ETR it's really fusion fusion ERP and NetSuite they're growing it you know combined well over 30 percent last quarter and as I say they get the news here is Mark Hurd is going on a leave of absence we got Oracle OpenWorld coming up next week and you know they're going to be talking about what we call cloud 2.0 Larry Ellison I'm sure is gonna be talking about autonomous database there's gonna be I'm sure some Exadata announcements and I'll talk a little bit more about why that's important now I want to share with you some spending intentions from ETR we've been last couple of months we've been sharing enterprise technology research data we've partnered with them to do these breaking analysis and these cube insights ETR has a panel of about 4,500 CIOs IT practitioners and they go out quarterly and do spending intention surveys and I'm showing you data now from the july 2019 survey focused on spending intention intentions for the second half of 2019 you can see the number of survey respondents was 1068 out of that 4,500 panel what this slide shows is if you look in the left-hand side you can see the the the products or the categories of spend so there's on the reading top to bottom fusion Oracle Fusion NetSuite Oracle overall and an Oracle on Prem so these are the categories some of the categories that ETR captures and what we're showing here is is the calculation of net score and I'll share with you how net score is is calculated so if you look on the left hand side you'll see the dark red that is we're leaving the platform the light red is we're gonna spend less the gray is spending as flat the dark green is we're gonna spend more and the lime green is we're adding the platform so if you take the green minus the red you get net score so let's look down as I said fusion and NetSuite are where the action is for Oracle you see the net score here is 14% for fusion 12% for NetSuite Oracle itself is 7% and Oracle on-premise minus 4 these are not great scores we shared with you just recently snowflake and its net score snowflakes and net scores you know 81 percent we shared with you some data are around UI path that's also 80 percent plus net score these are much smaller companies but they're growing very very fast and I'll share some other scores from Oracle competitors in just a moment I also want to point out the shared accounts what the shared accounts are is the number of mentions that these platforms received in within that n of 1068 so you can see the fusion and NetSuite in a relatively small at 80 and 87 but still statistically significant Oracle itself very very large you know huge install base 1329 and then Oracle on Prem at 282 so there you have it I mean this is not barn burning this to me underscores that Oracle is losing share and now and I'll show you that in context in this next slide so again same kind of format with the the net score calculation but what I've done is compared Oracle to service now workday salesforce an SI p now look at service now service now is a net score 53% with a number of shared accounts of 358 so a very large sample inside of that 10 sec 1068 I'll show you some time series at a moment service now obviously very strong company they get a valuation now that's up actually higher than workday believe or not we've talked a lot about the the CEO transition and on and on and on and we've covered the service now shows for many years but some very strong very strong install both growing their Tam it's a into new markets and so you can see their and their workday as well extremely strong now Oracle will often you know give examples of how its beating workday I think in the earnings call yesterday Ellison talked about how they beat you know workday at McDonald's you know when you peel the onion and those things oftentimes it's one division or but who knows you know it's very possible that that you know Oracle swept the floor of workday but but regardless workday is growing much much faster than Oracle it's taking share from Oracle despite you know the examples that Oracle gives Salesforce as well same with Salesforce it's growing much much faster than Oracle if you look at ServiceNow workday and Salesforce even s ap look at sa pees net score 31% which frankly we consider neutral and it's not like sa pees you know burning the bar and I they're but much much stronger than Oracle 7% net score so again I say it's some sort of more of the same Oracle its earnings are kind of mad I mean it's throws off great cashflow it's got great earnings but there's no growth there and and as a result you know people are down in the stock a little bit today and that combined with the herd news and then the stock should be down based on the earnings announcements a little bit of a disappointment or of course Oracle focus is on on the profit and today people are rewarding growth that may change and I'll talk more about that in a moment but before I do that I want to show you a time series so this is the same competitor service network day sales force s AP and Oracle all the way back to January 2017 the January 2017 survey so you can see that ETR takes these surveys in January April July and October they're just now running the the October survey so we'll have some you know up-to-date results there but you can see the net score is what I just showed you 53% 52% 44% for those leaders those growth leaders very very strong these are the share gainers s ap holding at 31% you can see Oracle down in the single digits each of these companies is actually kind of holding serve if you will but again ServiceNow workday Salesforce growing much much faster than the market growing much much faster than that Oracle so let me summarize look so again mark hard leaving a leave of absence for medical reasons Ellison Larry Ellison and Safra Catz are filling in for heard I'm sure you're gonna hear some more talk about that at Oracle OpenWorld this week Oracle's losing share in the enterprise software space despite what they tell you that's the fact they are a company around around cash flow EPS and stock buybacks that's how they're keeping the stock up it's an effective technique everybody does it Oracle make stuck in acquisitions here and there I've been very aggressive over the years and it's going hard after cloud it's an Oracle cloud it's it's it really is around their database which the Oracle remains the leader for mission-critical Database Oracle has the best database for mission-critical but it's under attack in all those non mission-critical areas with whether it's Mongo we showed you the snowflake data the other day I mean there's this dozens and dozens of database competitors that are going after Oracle at in the periphery but they remain the core leader in mission-critical database fighting it out with with with Microsoft and IBM and and others but Oracle is by far and away the leader their exadata is the key to Oracle's lock spec in our opinion because Oracle's got a fight for you know for straight database they've got to fight all these other database competitors once a once a customer decides on Exadata Oracle's Gotham and so that's why Oracle is putting so much effort into exadata I'm sure at Oracle OpenWorld this week you're gonna hear a lot about exadata and autonomous and all kinds of stuff that they're doing at exadata and try to make it a an increasingly competitive platform Orgel also has a very strong apps business and that's really the linchpin to its it's cloud its cloud in our view is not even closely competitive with with the cloud infrastructure at Amazon Google and Microsoft and those companies spend much much more on capex they have you know a much greater infrastructure as a service Microsoft's in Microsoft's case got very strong software estate at applications business Google a massive scale so from a just a cloud infrastructure standpoint you know really Oracle is is playing catch-up just like IBM is and probably will never catch up or go over all again it's sort of a story of man more the same until the market sentiment shifts toward cash flow and earnings its stock is in my view is gonna trade inside a range I'm not a stock picker I don't make stock recommendations but I'm you know kind of a fundamental analysis and observer you know I just don't see that that stock breaking out there's really no growth story there and the markets rewarding growth now if and when the market does turn down let's say there's a recession people will reward companies like Oracle you have the cash who can you know do the buybacks or companies that pay dividends and so Oracle holding serve making a lot of right moves you know Larry Ellison is you know leading the ship obviously a very smart person don't bet against that individual fact is they're losing share but at the same time they're running a playbook that's working and it's working from the standpoint of EPs and cashflow and I think that story is going to continue so they have it that's our analysis thanks for watching everybody we'll see you next time this is Dave wante with cube insights powered by ETR
SUMMARY :
more of the same so Alex if you kind of
SENTIMENT ANALYSIS :
ENTITIES
Entity | Category | Confidence |
---|---|---|
Larry Ellison | PERSON | 0.99+ |
January 2017 | DATE | 0.99+ |
IBM | ORGANIZATION | 0.99+ |
Microsoft | ORGANIZATION | 0.99+ |
Amazon | ORGANIZATION | 0.99+ |
Mark Hurd | PERSON | 0.99+ |
july 2019 | DATE | 0.99+ |
Dave Volante | PERSON | 0.99+ |
Oracle | ORGANIZATION | 0.99+ |
7% | QUANTITY | 0.99+ |
Mark Hurd | PERSON | 0.99+ |
14% | QUANTITY | 0.99+ |
80 percent | QUANTITY | 0.99+ |
October | DATE | 0.99+ |
81 percent | QUANTITY | 0.99+ |
187 billion dollars | QUANTITY | 0.99+ |
Larry Ellison | PERSON | 0.99+ |
53% | QUANTITY | 0.99+ |
ORGANIZATION | 0.99+ | |
31% | QUANTITY | 0.99+ |
42% | QUANTITY | 0.99+ |
1068 | QUANTITY | 0.99+ |
David | PERSON | 0.99+ |
Ellison | PERSON | 0.99+ |
January | DATE | 0.99+ |
oracle | ORGANIZATION | 0.99+ |
last quarter | DATE | 0.99+ |
yesterday | DATE | 0.99+ |
12% | QUANTITY | 0.99+ |
12-month | QUANTITY | 0.99+ |
over thirty five thirty six billion dollars | QUANTITY | 0.99+ |
next week | DATE | 0.99+ |
Dave | PERSON | 0.99+ |
Boston Massachusetts | LOCATION | 0.99+ |
today | DATE | 0.99+ |
four and a half | QUANTITY | 0.99+ |
1% | QUANTITY | 0.99+ |
NetSuite | TITLE | 0.99+ |
Friday | DATE | 0.98+ |
around 6% | QUANTITY | 0.98+ |
four months | QUANTITY | 0.98+ |
last quarter | DATE | 0.98+ |
this week | DATE | 0.98+ |
Breaking Analysis: Storage Spending 2H 2019
>> from the Silicon Angle Media Office in Boston, Massachusetts. It's the cue now Here's your host Day Volonte. >> Hello, everyone, this is David lot. They fresh fresh off the red eye from VM World 2019. And what I wanted to do was share with you some analysis that I've done with our friends at E. T. R. Enterprise Technology Research. We've begun introducing you to some of their data. They have this awesome database 4500 panel, a panel of 4500 end users end customers, and they periodically go out and do spending surveys. They've given me access to that spending data and what I wanted to do because because you had a number of companies announced this this quarter, I wanted to do a storage drill down so pure. Announced in late July, Del just announced yesterday late August. Netapp was mid August. HP was last week again late August, and IBM was mid July. So you have all these companies, some of which are pure plays like pure netapp. Others of you know, big systems companies on DSO. But nonetheless, I wanted to squint through the data and share with you the storage spending snapshot for the second half of 2019. So let's start with the macro. >> What you heard on the conference calls was some concern about the economy. There's no question that the tariffs are on people's minds, particularly those with large exposure exposure in China. I mean, Del obviously sells a lot of PCs in China, so they're very much concerned about that. IBM does a lot of business there, pure, really. 70% appears business roughly is North America, so they're not as exposed so But the macro is probably looks like about 2% GDP growth for the quarter i. D. C. Has the overall tech market growing at two ex GDP. Interestingly, a Gartner analyst told me in May on the Cube that there is no correlation between GDP and I t spend, which surprised me. Some people disagree with that, but But that surprised me. But nonetheless, we we still look at GDP and look at that ratio. Sometimes the other macro is component costs for years. For the storage business the last several years, NAND pricing has been a headwind. Supply has been down, it's kept prices up. It has kept all flash arrays more expensive relative to some of the spinning disc spread the brethren something that we thought would attenuate sooner. It finally has. Nan pricing is now a tailwind, so prices air coming down. What that does is it opens up new workloads that we're really kind of the domain of spinning disk before big data kind of workloads is an example. Not exclusively big data, but it just opens up more workloads for storage companies, particularly Flash Cos The other big macro we're seeing is people shifting to subscription models. They want to bring that cloud like model to the data wherever two lives on Prem in ah, hybrid environment in a public cloud and company storage companies trying to be that that data management plane across clouds, whether on prime it. And that's a That's a big deal for a lot of these companies. I'll talk a little bit more about that, so you're seeing this vision of a massively parallel, scalable distributed system play out >> where >> data stays where it lives. Edge on Prem Public Cloud and storage is really a key part of that. Obviously, that's where the data lives, but you're not seeing data move across clouds so much. What you are seeing is metadata, move and compute. Move to the data so that type of architecture is being set up. It's supported by architecture's, not the least of which are all flash, and so I want to get into it. >> Now I want to share with you some data on this slide. If you wouldn't mind bringing it up. Alex on spending momentum. So the title size spending moment of pure leads, the storage packs and what this shows is the vendor on the left hand side. And it essentially looks at the breakdown of the spending survey where e t r ask the buyers of the different companies products. What percent of the spending is going to go toward replacing? They're gonna replace the vendor. Are they gonna decrease? Spend. That's the bright red is replace. The sort of pinkish is decreased, the spending. The gray is flat. The sort of evergreen forest green is increase in the lime. Green is ad, so if you take the lime green in the forest, green ad and the grow on you subtract the rest. You get the net score, so the higher the net score, the better. you can see here that pure storage has the highest net score by far 48%. I'll show you some data later. That correlates to that when we pull out some of the data from the income statements. >> So this is Ah, the >> July 2019 spending intention surveys specifically asking relative to the second half what the spending intentions are. So this looks good for pure on again. I'll show you Cem, Cem Cem Income State income statement data that really affirms this Hewlett Packard Enterprise actually was pretty strong in the spending survey. Particularly nimble is growing HP Overall, the storage business was was down a little bit, I think, three points, but nimble was up 28%. So you're seeing some spending activity there. Netapp did not have a great quarter. They were down substantially. I'll show you that in a minute. On dhe, it looks like they've got some work to do. Deli M. C. I had a flat quarter. Dell has a such a huge install base. They're everywhere on DSO. Everybody wants a piece of their pie. Del. After the merger of the acquisition of the emcee, their storage share declined. They then bounce back. They had a much, much stronger year last year, and now it's sort of a dogfight with the rest. IBM IBM is in a major cycle shift. IBM storage businesses is heavily tied to its mainframe businesses. Mainframe business was way, way down, its overall systems. Business was down, even though power was up a little bit. But the mainframe is what drives the systems business, and it drags along a lot of storage. IBM has got a new mainframe announcement that it's got to get out. It's got a new high end storage announcement that it's got to get out, and it's really relying on that. So you can see here from the E T. R data, you know, pure way out ahead of the pack continues to gain share about over 1000 respondents to this. So a lot of shared accounts by shared accounts mean the number of accounts that that actually have some combination of multiple storage vendors. And so they were able to answer this 1068 respondents pure the clear winner here. Now let's put this into context. So the next slide I want to show you some of the key performance indicators from the June quarter off the income statements. >> So again you see, I get the vendor. The revenue for the quarter of the year to year growth for that quarter relative to last year. The gross margin in the free cash flow, just some of the key performance indicators that I'd like to look at. So look at pure Let's go, Let's go to the third column Look at growth pure 28% growth. Del flat 0% for this is just for storage. There's a storage growth. NETAPP down 16% end up in a bad quarter, HP down 3%. IBM down 21% Do due to the cycle that I discussed, You see the revenue, um, pure, growing very, very fast. But you know, from a small base or at 396 million versus compared that to Dell's 4.2 billion net APs 1,000,000,000 plus H p e. Almost a billion in IBM not nearly as large. And then look at the gross margin line. Pure is the industry's leading gross margin. It's just slightly above 69%. Dell is a blended that Asterix is a blended gross margin, so it includes PCs, servers, service's of V M wear, everything and, of course, storage. So now, when dehl was a public company before it went private, it's gross. Margins were in the high teens. So Del is in gross margin heaven with with both E, M C and V M wear now as part of its portfolio NetApp high gross margins of 67%. But that gross margin is largely driven by its gross margins from software and maintenance. And so that's a screen considerable contributor. Their product gross margins air in the mid fifties, kind of where I think E. M. C. Probably is these days. And when the emcee was a public company, it's gross. Margins were in the mid sixties, but then, as it was before, went private. I think it was dipping into the high fifties as I recall you CHP again, that's a blended gross margin, just roughly around 34%. I don't have as much visibility on their their storage gross margins. I would I would say they are below, in my view, what DMC and net out well below what Netapp would be on then IBM. That's again blended gross margin includes hardware. Software service is 47.4% probably half or more of IBM businesses. Professional service is on. IBM has, of course, a large software business as well. So and then the free cash flow you can see pure crushing it from the standpoint of of gaining share, I mean way, way ahead of the other market players, but only 14 million in free cash flow. So coming from a much, much smaller base, however pure, is purely focused on storage. So there are Andy. All their R and D is going into that storage space. DEL. Free cash flow very large. 3.4 billion that again is across the entire company. Net App. You can see 278 million h p e 648 million great quarter for HP from a free cash flow standpoint, I think year to date they're probably 838 140 million. So big Big quarter. For them. An IBM A 2.4 billion again. Dell, HP, IBM. That's across the company, as is the gross margin. So the the spending data from E. T. R. Really shows us that pure, strong Aziz showed you that very high net score and the intentions look strong, so I would suspect pure is going to continue to lead in the market share game. I don't see that changing. Certainly there's no evidence in the data. I think I think everybody else is in a sort of a dogfight del holding firm, you know, 0%. You'd like to see a little bit of growth out of that, but I think Del is actually, you know, Dell's key metric is, Are we growing faster than the market? That's that's they're sort of a primary criterion in metric for Dell is to grow faster than the overall market because that means you're growing some share. I think Del is comfortable with that. Della's gross margins actually were helped this this quarter by the fact that Dell server business was down 12%. There was a higher storage mix, so it propped up the margin a little bit. But again, generally speaking, it looks like pure is the market share winner here, but much, much smaller than the other guys. HB limbo very strong, and it shows up in the survey data from E T. R. And an IBM just needs to get a new product cycle out. So we'll come back. >> We'll take a look at this in in in in January and see how you know what it looked like and will continue to fall. Obviously, the income statement and the public reporting pure accelerate is coming up next month. Justin in mid September. I have no doubt, you know, pure has been first in a lot of different areas, right? They were first really all flash Ray. The only all flash. You're a company that ever reached escape velocity. They were they in Nutanix for the first kind of new $1,000,000,000 companies that people said would never have a billion dollar company. Pure is a pure play storage company, you know? Well, over a billion. Now, you know, they were first with that evergreen model. They made a lot of play there. You know, the first with envy, Emmy and first with the Nvidia relationships with Superior likes to be first. I have no doubt and accelerate next month down in Austin, curious that they picked Austin in Dell's backyard. I have no doubt that they're gonna have some other firsts at that show. Cuba be there watching just off of the emerald, the other big player here. Of course, that I'm not showing his v. San visa is very, very strong. You know, the D. E. T. Our data shows that, and certainly the data from the income statement shows of'em were NSX, the networking products, their cell phone to find network in their self defined storage of the the the V San. Very, very strong Pat Girl singer on the Cube. We asked him last week, Thio, take us through. So if someone has big memories and one of them was sort of East san, Excuse me. One of them was V San, and the board meeting at with Joe Tucci was on the Vienna where board really put a lot of pressure on Pat's and you can't do this to me. It's funny. Emcee had the shackles on the M, where for a number of years, but the shackles are off and visa is very, very strong. So these are some of the things we're keeping an eye on. Thanks for watching everybody busy day Volante, Cuban sites. We'll see you next time
SUMMARY :
It's the cue And what I wanted to do was share with you some analysis that I've done with our friends at E. But the macro is probably looks like about 2% GDP growth for the quarter not the least of which are all flash, and so I want to get into it. the forest, green ad and the grow on you subtract the rest. So the next slide I want to show you some of the key So the the spending data from E. T. R. Really shows us that Our data shows that, and certainly the data from the income statement shows of'em were NSX,
SENTIMENT ANALYSIS :
ENTITIES
Entity | Category | Confidence |
---|---|---|
IBM | ORGANIZATION | 0.99+ |
HP | ORGANIZATION | 0.99+ |
Dell | ORGANIZATION | 0.99+ |
Nvidia | ORGANIZATION | 0.99+ |
China | LOCATION | 0.99+ |
47.4% | QUANTITY | 0.99+ |
July 2019 | DATE | 0.99+ |
1068 respondents | QUANTITY | 0.99+ |
4.2 billion | QUANTITY | 0.99+ |
January | DATE | 0.99+ |
Hewlett Packard Enterprise | ORGANIZATION | 0.99+ |
E. T. R. Enterprise Technology Research | ORGANIZATION | 0.99+ |
May | DATE | 0.99+ |
late July | DATE | 0.99+ |
Thio | PERSON | 0.99+ |
next month | DATE | 0.99+ |
Emcee | PERSON | 0.99+ |
Andy | PERSON | 0.99+ |
3.4 billion | QUANTITY | 0.99+ |
mid September | DATE | 0.99+ |
67% | QUANTITY | 0.99+ |
28% | QUANTITY | 0.99+ |
Gartner | ORGANIZATION | 0.99+ |
$1,000,000,000 | QUANTITY | 0.99+ |
396 million | QUANTITY | 0.99+ |
3% | QUANTITY | 0.99+ |
Austin | LOCATION | 0.99+ |
Emmy | PERSON | 0.99+ |
first | QUANTITY | 0.99+ |
48% | QUANTITY | 0.99+ |
last week | DATE | 0.99+ |
21% | QUANTITY | 0.99+ |
last year | DATE | 0.99+ |
70% | QUANTITY | 0.99+ |
One | QUANTITY | 0.99+ |
Joe Tucci | PERSON | 0.99+ |
278 million | QUANTITY | 0.99+ |
second half | QUANTITY | 0.99+ |
late August | DATE | 0.99+ |
16% | QUANTITY | 0.99+ |
Boston, Massachusetts | LOCATION | 0.99+ |
12% | QUANTITY | 0.99+ |
North America | LOCATION | 0.99+ |
2.4 billion | QUANTITY | 0.99+ |
mid August | DATE | 0.99+ |
0% | QUANTITY | 0.99+ |
June quarter | DATE | 0.99+ |
mid July | DATE | 0.99+ |
4500 end users | QUANTITY | 0.99+ |
both | QUANTITY | 0.99+ |
Del | ORGANIZATION | 0.99+ |
Vienna | LOCATION | 0.98+ |
David | PERSON | 0.98+ |
838 140 million | QUANTITY | 0.98+ |
yesterday late August | DATE | 0.98+ |
Aziz | PERSON | 0.98+ |
14 million | QUANTITY | 0.98+ |
over a billion | QUANTITY | 0.98+ |
dehl | ORGANIZATION | 0.98+ |
around 34% | QUANTITY | 0.98+ |
firsts | QUANTITY | 0.97+ |
Silicon Angle Media Office | ORGANIZATION | 0.97+ |
NSX | ORGANIZATION | 0.97+ |
VM World 2019 | EVENT | 0.97+ |
Deli M. C. | PERSON | 0.97+ |
Asterix | ORGANIZATION | 0.97+ |
third column | QUANTITY | 0.97+ |
Power Panel | VMworld 2019
>> Narrator: Live from San Francisco celebrating 10 years of high tech coverage, It's the Cube! Covering VM World 2019 Brought to you by VMware and its ecosystem partners >> Hello everyone and welcome to the Cube's coverage here in San Francisco, California of the VMWorld 2019. I'm John Furrier with my cohost Dave Vellante Dave, 10 years covering VMWorld since 2010, it's been quite a ride, lot of changes. >> Dave: Sure has. >> John: We're going to do a Power Panel our format we normally do it remote guests in our Palo Alto and Boston studios in person because we're here. Why not do it? Of course, Keith Townsend, CTO Advisor friend of the Cube, Cube host sometimes and Sarbjeet Johal, cloud architect cloud expert, friends on Twitter. We're always jammin' on Twitter. So we'll have to take it to the video. Guys, thanks for joining us on the Power Panel. >> Good to see you, Gents. >> Good seein' ya. >> Good to be here. >> Yeah, I, I hope we don't come to blows, Sarbjeet. I mean we've had some passionate conversations over the past couple months. >> Yeah, Santoro, yes, yes. >> John: The activity has been at an all time high. I mean, snark aside, there's real things to talk about. >> Yes. >> I mean we are talking about VMware a software company, staying with their roots. We know what happened in 2016 The Amazon relationship cleared the air so to speak, pun intended. Vcloud air kind of goes it's way stock prices go up and to the right Yeah, fluctuations happening but still financially doing well. >> Keith: Yeah. >> Customers have clarity. They're an operate. They run, they target operators not developers. We're living in a DevOps world we talk about this all the time dev and ops this is the cloud world that they want Michael Dell was on the Cube Dell Technologies owns VMware they put Pivotal on VMware moves are being made. Keith, how do you make sense of it? What's your take? You've been on the inside. >> Well, you know, VMware has a tough time. Pat came in, 2013, we remember it. He said we are going to double down on virtualization. He is literally paying the cost for that hockey stick movement VMware has had this reputation of being an operator based company Infrastructure based, you go into accounts, you're stuck in this IT Infrastructure cells movement. VMware has done awesome over the past year. Few years, I had to eat a little crow and say that the move to eject Pivotal was the right thing for the Stock but for the reputation, VMware is stuck so Pat, what, tallied up 5 billion dollars in sales, in purchases last week to get out of this motion of being stuck in the IT Infrastructure realm Will it pay off? I think it's going to be a good conversation because they're going to need those Pivotal guys to push this PKS vision of theirs. This PKS and Kubernetes vision that they have >> Well they got to figure it out but certainly it's a software world and one of the things that's interesting we were talking before we started is, they are stuck in that operator world but it's part of DevOps, Dev and Ops. This is the world that they operate in Google's cloud shows how to do it. You got SRE's run things and developers this program infrastructure is code. This is the promise of this new generation. Sarbjeet, we talk about it all the time on Twitter developers coding away not dealing with the infrastructure, that's the goal >> Yeah, traditionally, developers never sort of mucked around with infrastructure. Gradually we are moving into where developers have to take care of infrastructure themselves the teams are like two person teams we hear that all the time. They are responsible for running the show from beginning to the end. Operations are under them, it's Dev and Ops are put together, right? But I'll speak from my own personal experience with working at VMware in the past that from all the companies which are operations focused, that's HP, IBM, and Oracle to a certain extent. So portfolio and all that. And BMC, and CA, those are pure companies in the operations space, right? I think VMware is one of those which values software a lot. So it's a purely, inside the VMware it's purely software driven. But to the outside, what they produce what they have produced in the past that's all operations, right? So I think they can move that switch because of the culture and then with Pivotal acquisition I think it will make it much easier because there's some following of the Pivotal stack, if you will the only caveat I think on that side is it is kind of a little bit of interlocking-ish, right? That is one of the fears I have. >> Who's not, even RedHat these days is, locking you in. >> Yeah, you know, I pulled some interesting stat metadata from a blog post from Paul Fazzone announcing the Pivotal acquisition. He mentioned Kubernetes 22 times. He mentioned Pivotal Cloud Foundry once. So VMware is all in on this open-shift type movement I think VMware is looking at the Red shift I mean Red OpenShift acquisition by IBM and thinking, "Man, I wish we didn't have this "Sense of relationship with Pivotal "So we could have went out and bought RedHat." >> Well that's a good point about Kubernetes, I think you're right on that. And remember, we've been covering Open Stack up until about a year ago, and they changed the name it's now something else, but I remember when Open Shift wasn't doing well. >> Keith: I do too! >> And what really was a tipping point for them was they had all the elements, but it was Kubernetes that really put them in a position to take advantage of what they were trying to do and I think you're right, I think VMware sees that, now that IBM owns RedHat and Open Shift, it's clear. But I think the vSphere deal with Project Pacific points out that they want to use Kubernetes as a distraction layer for developers, and have a developer interface to vSphere. So they get the operators with vSphere, they put Kubernetes in there and they say, "Hey developers, use us." Now I think that's a hedge also against Pivotal 'cause if that horse doesn't come across the track to the finish line, you know... >> It's definitely a hedge on Containers just a finer point of what you were saying there was a slight difference in the cash outlay for RedHat, 34 billion versus the cash outlay for Pivotal was 800 million. So they picked up an 800 million dollar asset or a 4 billion dollar asset for 2.7 billion. >> Hold on, explain that because 2.7 billion was the number we reported you're saying that VMware put out only 800 million in cash, which, what's that mean? >> That's correct. So they put out 800 million in cash to the existing shareholders of Pivotal, which is a minority of the shareholders. Michael Dell owns 70% of it, VMware owns 15% of it. So they take the public shareholders get the 800 million >> John: They get taken out, yep. >> Michael Dell gets more VMware stock, so now he owns more of VMware. VMware already owns 15% of Pivotal, so for 800 million, they get Pivotal. >> So, the VMware independent shareholders get... they get diluted. >> Right. >> Did they lose out in the deal is the question and I think the thing that most people are missing in this conversation is that Pivotal has a army of developers. Regardless of whether developers focus on PCF or Kubernetes is irrelevant. VMware has a army, a services army now that they can point towards the industry and say, "We have the chops to have "The conversation around why you should "Come to us for developing." >> So I want to come back to that but just, a good question is, Do the VMware shareholders get screwed? Near term, the stock drops, right? Which is what happens, right? Pivotal was up 77% on the day that the Dow dropped 800 points. Here's where I think it makes sense, and there are some external risks. Pivotal plus Carbon Black, the combination they shelled out 2.7 billion in cash. They're going to add a billion dollars to VMware's subscription business next year. VMware trades at 5x revenue multiple, so the shareholders will, in theory, get back 5 billion. In year two, it's going to be 3 billion that they're going to add to the subscription revenue so in theory, that's 15 billion of value added. I think that goes into the thinking, so, now, are people going to flock to VMware? Are Kubernetes developers going to flock to VMware? I mean to your point, that to me, that's the value of Pivotal is they can get VMware into the developer community. 'Cause where is VMware with developers? Nobody, no developers in this audience. >> That's true. >> What are your guys' thoughts on that? >> Yeah, I think that we have to dissect the workload of applications at the enterprise level, right? There are a variety of applications, right, from SAPs Oracles of the world those are two heavyweights in the application space. And then there's a long trail of ISVs, right. And then there's homegrown applications I think where Pivotal plays a big role is the homegrown applications. When you're shipping a lot as an ISV or within your enterprise, you're writing software you're shipping applications to the user base. It could be internal for partners, for customers, right, I think that's where Pivotal plays Pivotal is pivotal, if you will. >> I think that's a good bet too, one of the things we've been pulling the CESoEs data for when we got reinforced we started pulling CESoEs in our network, and it's interesting. They're under the gun to produce security solutions and manage the vendors and do all that stuff they're all telling us, the majority of them are telling us that they're building their own stacks internally to handle the crisis and the challenge of security, which I think's a leading indicator versus the kind of slow, slower CIO which LOVES multi-anything. Multi-vendor, control, a deal with contracts CESoEs, they don't have the DOGMA because they can't have the DOGMA. They got to deliver and they're saying, "We're going to build a stack "On one cloud. "Have a backup cloud, "I want all my developer resources "On this cloud, not fork my team "And I'm going to build a stack "And then I'm going to ship APIs "And say to my suppliers, in the RFP process, "If you support these APIs, "You could do business with us." >> Keith: So, if you don't -- >> That's kind of a cutting edge. If you don't, you can't, you can't. And that's the new normal. We're seeing it with the Jedi deal with Oracle not getting, playing 'cause they're not certified at the level that Amazon is, and you're going to start to see these new requirements emerging this is a huge point. I think that's where Pivotal could really shine not being the, quote, developer channel for VMware. I think it's more of really writing apps >> And John, I think people aren't even going to question that model. Capital One is probably the poster child for that model they actually went out and acquired a start-up, a security, a container security start up, integrated them into their operations and they still failed. Security in the cloud is hard. I think we'll get into a multi-cloud discussion this is one of the reasons why I'm not a big fan of multi-cloud from an architecture perspective, but from a practical challenge, security is one of the number one challenges. >> That's a great point on Capital One in fact, that's a great example. In fact, I love to argue this point. On Twitter, I was heavily arguing this point which is, yeah, they had a breach. But that was a very low-level it's like the equivalent of a S3 bucket not being configured, right? I mean it was so trivial of a problem but still, it takes one whole-- (hearty laughing) One, one entry point for malware to get in. One entry point to get into any network where it's IOT This is the huge challenge. So the question there is, automation. Do you do the, so, again, these are the, that's a solvable problem with Capital One. What we don't know is, what has Capital One done that we don't know that they've solved? So, again, I look at that breech as pretty, obviously, major, but it was a freakin' misconfigured firewall. >> So, come back to your comments on multi-cloud. I'm inferring from what you said, and I'd love to get your opinion, Sarbjeet. That multi-cloud is not an architectural strategy. I've said this. It's kind of a symptom of multiple vendors playing but so, can multi-cloud become, because certainly VMware IBM RedHat, Google with Anthos, maybe a little bit less Microsoft but those three-- >> Dell Technologies. >> Cisco, Cisco and certainly Dell all talking about multi-cloud is the clear strategy that's where CIOs are going, you're not buying it. Will it ever become a clear strategy from an architectural standpoint? >> Multi-cloud is the NSX and I don't mean NSX in VMware NSX it's the Acura NSX of enterprise IT. The idea of owning the NSX is great it brings me into the showroom, but I am going to buy, I'm going to go over to the Honda side or I'm going to go buy the MDX or something more reasonable. Multi-cloud, the idea, sure it's possible. It's possible for me to own a NSX sports car. But it's more practical for me to be able to shop around I can go to Google via cloud simple I mean I can go via cloud simple to Azure, GCP or I can go BMC, I have options to where I land, but to say that I am going to operate across all three? That's the NSX. >> If you had a NSX sports car, by the way, to use the analogy in my mind is great one, the roads aren't open yet. So, yeah, okay great. (hearty laughing) >> Or you go to Germany and you're in California. So, the transport, and again in the applications you could build tech for good applications all you want, and they're talking about tech for good here but if it's insecure, those apps are going to create more entry points. Again, for cyber threats, for malware, so again, the security equation, and you're right is super important, and they don't have it. >> Dave: What's your thought on all (mumble)? >> Sarbjeet: I think on multi-cloud you are, when you are going to use multi-cloud you going to expand the threat surface if you will 'cause you're putting stuff at different places. But I don't think it, like as you said Dave, the multi-cloud is not more of an architectural choice, it's more like a risk mitigation strategy from the vendor point of view. Like, Amazon, who they don't compete with or who they won't compete with in the future we don't know, right? So... >> You mean within the industry. >> Yeah, within the industry right-- >> Autos or healthcare or... >> Sarbjeet: Yeah, they will, they are talking about that, right? So if you put all, all sort of all your bets on that or Azure, let's say even Azure, right? They are not in that kind of category, but still if you go with one vendor, and that's mission critical and something happens like government breaks them up or they go under, sideways, whatever, right? And then your business is stuck with them and another thing is that the whole US business, if you think about it at a global scale, like where US stands and all that stuff and even global companies are using these hourglass providers based in US, these companies are becoming like they're becoming too big to fail, right? If you put everything on one company, right, and then something happens will we bail them out? Right, will the government bail them out? Like stuff like that. Like banks became too big to fail, I think. I think from that point of view, bigger companies will shift to multi-cloud for, to hedge, right, >> Risk Mitigation >> Risk mitigation. >> Yeah, that's, okay, that's fair. >> I mean, I believe in multi-cloud in one definition only. I think, for now, the nirvana of having different workload management across utility bases, that's fantasy. >> Keith: Yeah, that's fantasy. >> I think you could probably engineer it, but there might not be a workload for that or maybe data analytics I could see moving around as a use case, certainly, but I think-- >> D-R! >> The reality is, is that all companies will probably have multiple clouds, clearly like, if you're going to run Office 365, and it's going to be on Azure, you're an Azure customer, okay. You have Azure cloud. If you're building your security stack on Amazon, and got a development team, you're on Amazon. You got two clouds. You add Google in there, big tables, great for certain things you know, Big Query, you got Google. You might even have Alibaba if you're operating in China So, again, you going to have multiple clouds the question is, the workloads define cloud selection. So, I've been on this thing, if you got a workload, an app, that app should choose its best infrastructure possible that maximizes what the outcome is. >> And John, I think what people fail to realize, that users, when you give them a set of tools, they're going to do what users do, which is, be productive. Just like users went out and took credit cards swiped it and got Amazon. If you, if in your environment you have Amazon you have GCP, you have Azure, you have Salesforce, O-365, and a user has access to all five platforms, whether or not you built a multi-cloud application a user's going to find a way to get their work done with all five, and you're going to have multi-cloud fallout because users will build data sets and workloads across that, even if IT isn't the one that designed it. >> All right, guys, final question of the Power Panel Dave, I want to include this for you too, and I'll weigh in as well. Take a minute to share what you're thinking right now is on the industry. What's taking up your attention? What's dominating your Twittershpere right now? What's the bee in your bonnet? What's the hot-button issue that you're kicking the tires on, learning about, or promoting? Sarbjeet, we'll start with you. What's on top of the mind for you these days? >> I think with talk about multi-cloud all the time, that's in discussions all the time and then Blockchain is another like slow-moving train, if you will, I think it's arriving now, and we will see some solutions coming down the pike from different, like a platformization of the Blockchain, if you will, that's happening, I think those are two actually things I keep my eyes on and how developers going to move, which side to take and then how the AWSs dominance is challenged by Microsoft and Google there's one thing I usually talk about on Twittersphere, is that there's a data gravity and there's a scales gravity, right? So people who are getting trained on Amazon, they will tend to stay with them 'cause that's, at the end of the day, it's people using technology, right? So, moving from one to another is a challenge. Whoever throws in a lot of education at the developers and operators, they will win. >> Keith, what are you gettin' excited about? >> So, CTO advisor has this theory about the data framework, or data infrastructure. Multi-cloud is the conversation about workloads going here, there, irrelevant, it's all about the data. How do I have a consistent data policy? A data protection policy, data management policy across SAS, O-365, Sales Force Workday, my IAF providers, my PATH providers, and OMPRIM, how do I move that data and make sure another data management backup company won Best of VMWorld this year. This is like the third or fourth year and a reason it's not because of backup. It's because CIOs, CDOs are concerned about this data challenge, and as much as we want to talk about multi-cloud, I think well, the industry will discover the problem isn't in Kubernetes the solution isn't in Kubernetes it's going to be one of these cool start-ups or one of these legacy vendors such as NetAp, Dell, EMC that solves that data management layer. >> All right, great stuff. My hot button is cloud 2.0 as everyone knows, I think there's new requirements that are coming out, and what got my attention is this enterprise action of VMware, the CIA deal at Amazon, the Jedi deal show that there are new requirements that our customers are driving that the vendors don't have, and that's a function that cloud providers are going to provide, and I think that's that's the canary in the coal mine. >> I've got to chime in. I've got to chime in. Sorry, Lenard, but it's the combination what excites me is the combination of data plus machine intelligence and cloud scale. A new scenario of disruption moving beyond a remote set of cloud services to a ubiquitous set of digital services powered by data that are going to disrupt every industry. That's what I get excited about. >> Guys, great Power Panel. We'll pick this up online. We'll actually get the Power Panels working out of our Palo Alto studio. If you haven't seen the Power Panels, check them out. Search Power Panels the Cube on Google, you'll see the videos. We talk about an issue, we get experts it's an editorial product. You'll see more of that online. More coverage here at VMWorld 2019 after this short break. (lively techno music)
SUMMARY :
of the VMWorld 2019. friend of the Cube, Cube host sometimes over the past couple months. I mean, snark aside, there's real things to talk about. The Amazon relationship cleared the air You've been on the inside. and say that the move to eject Pivotal and one of the things that's interesting of the Pivotal stack, if you will is, locking you in. announcing the Pivotal acquisition. about Kubernetes, I think you're right on that. 'cause if that horse doesn't come across the track just a finer point of what you were saying because 2.7 billion was the number we reported get the 800 million so for 800 million, they get Pivotal. So, the VMware independent shareholders get... and say, "We have the chops to have I mean to your point, that to me, from SAPs Oracles of the world and manage the vendors and do all that stuff And that's the new normal. Capital One is probably the poster child for that model it's like the equivalent of a S3 bucket and I'd love to get your opinion, Sarbjeet. all talking about multi-cloud is the clear strategy The idea of owning the NSX is great the roads aren't open yet. in the applications you could build But I don't think it, like as you said Dave, You mean the whole US business, if you think about it I mean, I believe in multi-cloud and it's going to be on Azure, you're an Azure customer, okay. fail to realize, that users, when you give them What's the bee in your bonnet? like a platformization of the Blockchain, if you will, This is like the third or fourth year that the vendors don't have, Sorry, Lenard, but it's the combination We'll actually get the Power Panels
SENTIMENT ANALYSIS :
ENTITIES
Entity | Category | Confidence |
---|---|---|
VMware | ORGANIZATION | 0.99+ |
Cisco | ORGANIZATION | 0.99+ |
Amazon | ORGANIZATION | 0.99+ |
Keith Townsend | PERSON | 0.99+ |
IBM | ORGANIZATION | 0.99+ |
Dave | PERSON | 0.99+ |
John | PERSON | 0.99+ |
HP | ORGANIZATION | 0.99+ |
Oracle | ORGANIZATION | 0.99+ |
Alibaba | ORGANIZATION | 0.99+ |
15 billion | QUANTITY | 0.99+ |
Paul Fazzone | PERSON | 0.99+ |
Keith | PERSON | 0.99+ |
2.7 billion | QUANTITY | 0.99+ |
BMC | ORGANIZATION | 0.99+ |
US | LOCATION | 0.99+ |
Dave Vellante | PERSON | 0.99+ |
Microsoft | ORGANIZATION | 0.99+ |
Sarbjeet | PERSON | 0.99+ |
Dell | ORGANIZATION | 0.99+ |
ORGANIZATION | 0.99+ | |
Sarbjeet Johal | PERSON | 0.99+ |
Michael Dell | PERSON | 0.99+ |
5 billion | QUANTITY | 0.99+ |
2013 | DATE | 0.99+ |
15% | QUANTITY | 0.99+ |
Germany | LOCATION | 0.99+ |
70% | QUANTITY | 0.99+ |
China | LOCATION | 0.99+ |
CIA | ORGANIZATION | 0.99+ |
2016 | DATE | 0.99+ |
3 billion | QUANTITY | 0.99+ |
Capital One | ORGANIZATION | 0.99+ |
5 billion dollars | QUANTITY | 0.99+ |
John Furrier | PERSON | 0.99+ |
Pivotal | ORGANIZATION | 0.99+ |
EMC | ORGANIZATION | 0.99+ |
CESoEs | ORGANIZATION | 0.99+ |
RedHat | ORGANIZATION | 0.99+ |
800 million | QUANTITY | 0.99+ |
Pat | PERSON | 0.99+ |
AWSs | ORGANIZATION | 0.99+ |
22 times | QUANTITY | 0.99+ |
Honda | ORGANIZATION | 0.99+ |
34 billion | QUANTITY | 0.99+ |
10 years | QUANTITY | 0.99+ |
Project Pacific | ORGANIZATION | 0.99+ |
Menaka Shroff, Google | Google Cloud Next 2019
>> Announcer: Live from San Francisco, it's theCUBE. Covering Google Cloud Next '19. Brought to you by Google Cloud and its ecosystem partners. >> Hey, welcome back everyone, and we're here at theCUBE coverage in San Francisco for Google Next 2019, I'm John Furrier, Dave Vellante, our next guest is Menaka Shroff global marketing head for emerging business at Google. Welcome to theCUBE, thanks for joining us. >> Thank you. Thank you for having me. >> So define emerging business, what is it within the Google Cloud? Just take a minute to explain what the business is. >> Yeah. Emerging business team is a group of marketers basically focused on products that help build a better Google story, so products like Chrome Browser, Chromebooks, Drive and especially Cloud Identity. All of these form the team of portfolio products that my team manages. >> And so they go to market, is it product development, both, or just? >> It's predominately marketing and go to market, yeah. >> What are some of the things that you're talking about here at the event? What's some news that you have, you guys got some news? >> Yeah, so one of the patterns we're seeing is this trend of cloud workers, where these are employees that spend almost four hours a day using SaaS applications using the browser as you just mentioned, that you do as well. And we're seeing-- >> Eight hours a day, 15 hours a day, yeah! >> Yes, excellent. And so, we're seeing this pattern actually, not only with digital natives but also with frontline, you know, back of the office front of the office where they're sort of skipping the traditional PC era and moving straight to a clouds based model. And so today we're actually announcing our Chrome Browser Cloud Management. So it's one central place to manage your browser deployments across, you know, a segmented workforce that's using Windows or Mac or Linux, and Chromebooks. and what you can do is have them obviously manage the Chrome Browser extensions and all of the deployment, but also have this IT collaborating and delegation within the same console. So of course if you're using G Suite, it's all in the same console, it's very easily available. >> And so this kind of brings back to conscious, we've been hearing the themes here, besides this is customer focused, it is end to end developer. So, life cycle from coding to deploying and running. So you run it on a Chromebook, or a Chrome Browser, you can have software at the endpoint for security, and integration, right? >> Exactly. So, what's great about being here is you see that full stack approach in how we want to make it available for our customers starting all the way from infrastructure to end user computing apps that people are using, all with that security layer and mindset. Obviously Chromebooks are known to be cloud based devices, historically popular with students, as you had just mentioned, as well. But we're seeing really good trends happening even with personal computing and in enterprise, because of the security model that runs through how cloud is architected, especially at Google. >> What're some of the conversations you're having here at the show, with customers and partners? What's the main driver? >> Yeah, it's really phenomenal because Chromebooks are actually 100% partner driven so we're already very partner-centric from that point of view, but, some of the customer conversations we're hearing, I'll mention three customers that I just talked to. SoulCycle, they have 94 locations with 500 endpoints deployed, and they're using this as their retail experience. That customer UX mindset with their Chromebooks, again, they're very cloud native. We have Starbucks that is using the Chrome Browser management capabilities across all of their stores, again thinking about extension management, but centralizing it all in one panel for all their locations. And then, very interesting, we have one medical hospital. They're using Chromebooks for their paramedics. Obviously we want paramedics to have the best technology available while they're doing their important job, saving lives. But they're doing this in a way where we want to enable them to do the right outcome which is, good patient experience. These are all things we're seeing in the variety of SMBs to IT, to, small businesses in variety of verticals, across geographies. Japan, India, all of that, in one place at Next, which is exciting. >> So very specific vertical use cases that you just mentioned, it's also this sort of general business usage, it's the old thin client story, right? Now, mobile becomes somewhat of a challenge for folks, but, I mean, I've written blog posts on my mobile. Yeah, we live, like I said, on Google Docs, and Google Sheets but, >> Absolutely. >> so, what are some of the things you're hearing, first of all, is that a tailwind for you? Is that a trend that you guys are leaning in to? And what are some of the things that your clients are asking for there? >> Yeah, so, phenomenal example. I think what we're seeing is the seamless application usage across different locations but also across different form factors. So what I do on my mobile, I want to be able to do on my tablet, on my phone, in a way that I interact in the same way, with the right context in mind. And we want to make that available. We definitely see that at Google because we are, after all, the biggest cloud native company if you think about that, and we operate in that model. But we're seeing this trend, actually with legacy companies which is, a new thing that is a good discovery for us and we obviously want to offer the best technology for our customers, we are definitely seeing a little bit of that happen as well. >> And Drive is part of your swim lane as well? >> Yes. >> I suppose, so, I mean one of the things I see a lot of people do is they'll take every document on their desktop, or their laptop, and put it up into the cloud. So they always have access to it. >> Yeah, I think Drive is phenomenal because not only does it serve the traditional ECM or the content management solution space, I mean, Drive has over a billion users now, so it's very worldwide known. But also it has the editors and the, you know, Google Docs, Google Sheets, as part of the solution mix too, so. Really when you offer that up along with the Chromebook it becomes a very powerful solution in combination for any cloud native employee. >> Well you've created, you got a tiger by the tail, 'cause it's so easy to create a Doc now, it's easier than spitting up a VM. >> Menaka: Well, I mean students are growing up with this as well, right? So we're seeing that. >> So what do you, are you getting a lot of requests to simplify the management of all those Docs, and what is Google doing in that regard? >> Yeah, I think ease of management, ease of deployment, ease of end user computing is always on our mind and we're always striving to do a great job, trying to make sure it doesn't take very long for anyone in IT to set up, whether it's their Drive instance or whether it's their Chromebooks we want to make it incredibly easy. And we are seeing this happen today, actually we have grab and go devices here, where you could take a Chromebook, log in and all your personalization kicks in within two minutes of you logging in, and then you shift a user, or give it to him and it doesn't require any reconfiguration. It sort of cleans out on its own, and has all of the other personalization set up. So we're thinking constantly about how do we do this for IT? So a five person team, actually I had a customer that has a five person team managing 4000 endpoints with just a small IT staff. And they want to be able to do interesting creative things not just manage end user devices, so we really are thinking hard about how do we do this in a way that's easy. >> Take the heavy lifting off the customer. >> Yeah exactly. We absolutely want to do that, even for end user, it should feel seamless. >> Menaka, great to to hear all the traction, love the end to end Chrome Browser, final question for you, what's new for you guys? What's going on under your business? What's your marketing plan? What are some of the exciting things that you're doing? >> Yeah we're just following the success we're seeing with our customers as you had mentioned earlier, we're seeing that with frontline, we're seeing that with healthcare, retail, those are all opportunities that we see, leaning in and supporting our customers in their journey to the cloud. And we see ours as a starting spot for that. >> Awesome, well congratulations. >> We'll have to look at getting some Chromebooks for theCUBE with a CUBE sticker. >> Yes! >> Can you make some custom Chromebooks for us? >> Custom, I don't, custom stickers. >> How about a custom browser? >> Custom stickers, browser is your personal, you can customize your browser as much as you like. >> John: We got stickers for you here. >> Oh, thank you! >> John: Love Chrome Browser, love the extensions, >> We'll take them. >> Programmability end to end, congratulations. Thanks for coming on. >> Thank you very much. >> Appreciate it. CUBE coverage here at San Francisco live, it's theCUBE covering Google Next 2019, stay with us for more after this short break. (electronic music)
SUMMARY :
Brought to you by Google Cloud and its ecosystem partners. and we're here at theCUBE coverage in San Francisco Thank you for having me. Just take a minute to explain basically focused on products that help build Yeah, so one of the patterns we're seeing and what you can do is have them obviously manage And so this kind of brings back to conscious, because of the security model some of the customer conversations we're hearing, that you just mentioned, But we're seeing this trend, actually with legacy companies I mean one of the things I see a lot of people do But also it has the editors and the, 'cause it's so easy to create a Doc now, So we're seeing that. and has all of the other personalization set up. Take the heavy lifting We absolutely want to do that, even for end user, with our customers as you had mentioned earlier, We'll have to look at getting some Chromebooks for theCUBE Custom, I don't, you can customize your browser as much as you like. Programmability end to end, congratulations. stay with us for more after this short break.
SENTIMENT ANALYSIS :
ENTITIES
Entity | Category | Confidence |
---|---|---|
Dave Vellante | PERSON | 0.99+ |
ORGANIZATION | 0.99+ | |
Menaka Shroff | PERSON | 0.99+ |
John Furrier | PERSON | 0.99+ |
San Francisco | LOCATION | 0.99+ |
100% | QUANTITY | 0.99+ |
Japan | LOCATION | 0.99+ |
Starbucks | ORGANIZATION | 0.99+ |
94 locations | QUANTITY | 0.99+ |
five person | QUANTITY | 0.99+ |
Eight hours a day | QUANTITY | 0.99+ |
India | LOCATION | 0.99+ |
two minutes | QUANTITY | 0.99+ |
15 hours a day | QUANTITY | 0.99+ |
G Suite | TITLE | 0.99+ |
Menaka | PERSON | 0.99+ |
both | QUANTITY | 0.98+ |
4000 endpoints | QUANTITY | 0.98+ |
Chromebooks | COMMERCIAL_ITEM | 0.98+ |
John | PERSON | 0.98+ |
SoulCycle | ORGANIZATION | 0.98+ |
today | DATE | 0.97+ |
Chromebook | COMMERCIAL_ITEM | 0.97+ |
over a billion users | QUANTITY | 0.97+ |
one | QUANTITY | 0.97+ |
three customers | QUANTITY | 0.96+ |
Google Sheets | TITLE | 0.96+ |
Drive | ORGANIZATION | 0.96+ |
theCUBE | ORGANIZATION | 0.96+ |
one medical hospital | QUANTITY | 0.96+ |
one panel | QUANTITY | 0.96+ |
Google Docs | TITLE | 0.96+ |
one place | QUANTITY | 0.95+ |
500 endpoints | QUANTITY | 0.95+ |
Windows | TITLE | 0.94+ |
Chrome Browser | TITLE | 0.94+ |
Linux | TITLE | 0.92+ |
almost four hours a day | QUANTITY | 0.86+ |
Google Cloud Next | TITLE | 0.85+ |
Google Next | TITLE | 0.85+ |
Google Cloud | TITLE | 0.85+ |
Google Cloud Next 2019 | TITLE | 0.79+ |
Cloud | TITLE | 0.75+ |
Chrome | TITLE | 0.75+ |
Next | TITLE | 0.69+ |
Mac | COMMERCIAL_ITEM | 0.62+ |
CUBE | ORGANIZATION | 0.61+ |
SaaS | TITLE | 0.56+ |
2019 | DATE | 0.5+ |
CUBE | TITLE | 0.49+ |
'19 | DATE | 0.4+ |
2019 | EVENT | 0.37+ |
Chromebooks | TITLE | 0.37+ |
Jim Long, Sarbjeet Johal, and Joseph Jacks | CUBEConversation, February 2019
(lively classical music) >> Hello everyone, welcome to this special Cube conversation, we are here at the Power Panel Conversation. I'm John Furrier, in Palo Alto, California, theCUBE studies we have remote on the line here, talk about the cloud technology's impact on entrepreneurship and startups and overall ecosystem is Jim Long, who's the CEO of Didja, which is a startup around disrupting digital TV, also has been an investor and a serial entrepreneur, Sarbjeet Johal, who's the in-cloud influencer of strategy and investor out of Berkeley, California, The Batchery, and also Joseph Jacks, CUBE alumni, actually you guys are all CUBE alumni, so great to have you on. Joseph Jacks is the founder and general partner of OSS Capital, Open Source Software Capital, a new fund that's been raised specifically to commercialize and fund startups around open source software. Guys, we got a great panel here of experts, thanks for joining us, appreciate it. >> Go Bears! >> Nice to be here. >> So we have a distinguished panel, it's the Power Panel, we're on cloud technos, first I'd like to get you guys' reaction you know, you're to seeing a lot of negative news around what Facebook has become, essentially their own hyper-scale cloud with their application. They were called the digital, you know, renegades, or digital gangsters in the UK by the Parliament, which was built on open source software. Amazon's continuing to win, Azure's doing their thing, bundling Office 365, making it look like they've got more revenue with their catching up, Google, and then you got IBM and Oracle, and then you got an ecosystem that's impacted by this large scale, so I want to get your thoughts on first point here. Is there room for more clouds? There's a big buzzword around multiple clouds. Are we going to see specialty clouds? 'Causes Salesforce is a cloud, so is there room for more cloud? Jim, why don't you start? >> Well, I sure hope so. You know, the internet has unfortunately become sort of the internet of monopolies, and that doesn't do anyone any good. In fact, you bring up an interesting point, it'd be kind of interesting to see if Facebook created a social cloud for certain types of applications to use. I've no idea whether that makes any sense, but Amazon's clearly been the big gorilla now, and done an amazing job, we love using them, but we also love seeing, trying out different services that they have and then figuring out whether we want to develop them ourselves or use a specialty service, and I think that's going to be interesting, particularly in the AI area, stuff like that. So I sure hope more clouds are around for all of us to take advantage of. >> Joseph, I want you to weigh in here, 'cause you were close to the Kubernetes trend, in fact we were at a OpenStack event when you started Kismatic, which is the movement that became KubeCon Cloud Native, many many years ago, now you're investing in open source. The world's built on open source, there's got to be room for more clouds. Your thoughts on the opportunities? >> Yeah, thanks for having me on, John. I think we need a new kind of open collaborative cloud, and to date, we haven't really seen any of the existing major sort of large critical mass cloud providers participate in that type of model. Arguably, Google has probably participated and contributed the most in the open source ecosystem, contributing TensorFlow and Kubernetes and Go, lots of different open source projects, but they're ultimately focused on gravitating huge amounts of compute and storage cycles to their cloud platform. So I think one of the big missing links in the industry is, as we continue to see the rise of these large vertically integrated proprietary control planes for computing and storage and applications and services, I think as the open source community and the open source ecosystem continues to grow and explode, we'll need a third sort of provider, one that isn't based on monopoly or based on a traditional proprietary software business like Microsoft kind of transitioning their enterprise customers to services, sort of Amazon in the first camp vertically integrated many a buffet of all these different compute, storage, networking services, application, middleware. Microsoft focused on sort of building managed services of their software portfolio. I think we need a third model where we have sort of an open set of interfaces and an open standards based cloud provider that might be a pure software company, it might be a company that builds on the rails and the infrastructure that Amazon has laid down, spending tens of billions in cap ex, or it could be something based on a project like Kubernetes or built from the community ecosystem. So I think we need something like that just to sort of provide, speed the innovation, and disaggregate the services away from a monolithic kind of closed vendor like Amazon or Azure. >> I want to come back to that whole startup opportunity, but I want to get Sarbjeet in here, because we've been in the B2B area with just last week at IBM Think 2019. Obviously they're trying to get back into the cloud game, but this digital transformation that has been the cliche for almost a couple of years now, if not five or plus. Business has got to move to the cloud, so there's a whole new ball game of complete cultural shift. They need stability. So I want to talk more about this open cloud, which I love that conversation, but give me the blocking and tackling capabilities first, 'cause I got to get out of that old cap ex model, move to an operating model, transform my business, whether it's multi clouds. So Sarbjeet, what's your take on the cloud market for say, the enterprise? >> Yeah, I think for the enterprise... you're just sitting in that data center and moving those to cloud, it's a cumbersome task. For that to work, they actually don't need all the bells and whistles which Amazon has in the periphery, if you will. They need just core things like compute, network, and storage, and some other sort of services, maybe database, maybe data share and stuff like that, but they just want to move those applications as is to start with, with some replatforming and with some changes. Like, they won't make changes to first when they start moving those applications, but our minds are polluted by this thinking. When we see a Facebook being formed by a couple of people, or a company of six people sold for a billion dollars, it just messes up with our mind on the enterprise side, hey we can do that too, we can move that fast and so forth, but it's sort of tragic that we think that way. Well, having said that, and I think we have talked about this in the past. If you are doing anything in the way of systems innovation, if your building those at, even at the enterprise, I think cloud is the way to go. To your original question, if there's room for newer cloud players, I think there is, provided that we can detach the platforms from the environments they are sitting on. So the proprietariness has to kinda, it has to be lowered, the degree of proprietariness has to be lower. It can be through open source I think mainly, it can be from open technologies, they don't have to be open source, but portable. >> JJ was mentioning that, I think that's a big point. Jim Long, you're an entrepreneur, you've been a VC, you know all the VCs, been around for a while, you're also, you're an entrepreneur, you're a serial entrepreneur, starting out at Cal Berkeley back in the day. You know, small ideas can move fast, and you're building on Amazon, and you've got a media kind of thing going on, there's a cloud opportunity for you, 'cause you are cloud native, 'cause you're built in the cloud. How do you see it playing out? 'Cause you're scaling with Amazon. >> Well, so we obviously, as a new startup, don't have the issues the enterprise folks have, and I could really see the enterprise customers, what we used to call the Fortune 500, for example, getting together and insisting on at least a base set of APIs that Amazon and Microsoft et cetera adopt, and for a startup, it's really about moving fast with your own solution that solves a problem. So you don't necessarily care too much that you're tied into Amazon completely because you know that if you need to, you can make a change some day. But they do such a good job for us, and their costs, while they can certainly be lower, and we certainly would like more volume discounts, they're pretty darn amazing across the network, across the internet, we do try to price out other folks just for the heck of it, been doing that recently with CDNs, for example. But for us, we're actually creating a hybrid cloud, if you will, a purpose-built cloud to support local television stations, and we do think that's going to be, along with using Amazon, a unique cloud with our own APIs that we will hopefully have lots of different TV apps use our hybrid cloud for part of their application to service local TV. So it's kind of a interesting play for us, the B2B part of it, we're hoping to be pretty successful as well, and we hope to maybe have multiple cloud vendors in our mix, you know. Not that our users will know who's behind us, maybe Amazon, for something, Limelight for another, or whatever, for example. >> Well you got to be concerned about lock-in as you become in the cloud, that's something that everybody's worried about. JJ, I want to get back to you on the investment thesis, because you have a cutting edge business model around investing in open source software, and there's two schools of thought in the open source community, you know, free contribution's great, and let tha.t be organic, and then there's now commercialization. There's real value being created in open source. You had put together a chart with your team about the billions of dollars in exits from open source companies. So what are you investing in, what do you see as opportunities for entrepreneurs like Jim and others that are out there looking at scaling their business? How do you look at success, what's your advice, what do you see as leading indicators? >> I think I'll broadly answer your question with a model that we've been thinking a lot about. We're going to start writing publicly about it and probably eventually maybe publish a book or two on it, and it's around the sort of fundamental perspective of creating value and capturing value. So if you model a famous investor and entrepreneur in Silicon Valley who has commonly modeled these things using two different letter variables, X and Y, but I'll give you the sort of perspective of modeling value creation and value capture around open source, as compared to closed source or proprietary software. So if you look at value creation modeled as X, and value capture modeled as Y, where X and Y are two independent variables with a fully proprietary software company based approach, whether you're building a cloud service or a proprietary software product or whatever, just a software company, your value creation exponent is typically bounded by two things. Capital and fundraising into the entity creating the software, and the centralization of research and development, meaning engineering output for producing the software. And so those two things are tightly coupled to and bounded to the company. With commercial open source software, the exact opposite is true. So value creation is decoupled and independent from funding, and value creation is also decentralized in terms of the research and development aspect. So you have a sort of decentralized, community-based, crowd-sourced, or sort of internet, global phenomena of contributing to a code base that isn't necessarily owned or fully controlled by a single entity, and those two properties are sort of decoupled from funding and decentralized R and D, are fundamentally changing the value creation kind of exponent. Now let's look at the value capture variable. With proprietary software company, or proprietary technology company, you're primarily looking at two constituents capturing value, people who pay for accessing the service or the software, and people who create the software. And so those two constituents capture all the value, they capture, you know, the vendor selling the software captures maybe 10 or 20% of the value, and the rest of the value, I would would express it say as the customer is capturing the rest of the value. Most economists don't express value capture as capturable by an end user or a customer. I think that's a mistake. >> Jim, you're-- >> So now... >> Okay, Jim, your reaction to that, because there's an article went around this weekend from Motherboard. "The internet was built on free labor "of open source developers. "Is that sustainable?" So Jim, what's your reaction to JJ's comments about the interactions and the dynamic between value creation, value capture, free versus sustainable funding? >> Well if you can sort of mix both together, that's what I would like, I haven't really ever figured out how to make open source work in our business model, but I haven't really tried that hard. It's an intriguing concept for sure, particularly if we come up with APIs that are specific to say, local television or something like that, and maybe some special processes that do things that are of interest to the wider community. So it's something I do plan to look at because I do agree that if you, I mean we use open source, we use this thing called FFmpeg, and several other things, and we're really happy that there's people out there adding value to them, et cetera, and we have our own versions, et cetera, so we'd like to contribute to the community if we could figure out how. >> Sarbjeet, your reactions to JJ's thesis there? >> I think two things. I will comment on two different aspects. One is the lack of standards, and then open source becoming the standard, right. I think open source kind of projects take birth and life in its own, because we have lack of standard, 'cause these different vendors can't agree on standards. So remember we used to have service-oriented architecture, we have Microsoft pushing some standards from one side and IBM pushing from other, SOAP versus xCBL and XML, different sort of paradigms, right, but then REST API became the de facto standard, right, it just took over, I think what REST has done for software in last about 10 years or so, nothing has done that for us. >> well Kubernetes is right now looking pretty good. So if you look at JJ, Kubernetes, the movement you were really were pioneering on, it's having similar dynamic, I mean Kubernetes is becoming a forcing function for solidarity in the community of cloud native, as well as an actual interoperable orchestration layer for multiple clouds and other services. So JJ, your thoughts on how open source continues as some of these new technologies, like Kubernetes, continue to hit the scene. Is there any trajectory change in open source that you see, that you could share, I'd love to get your insights on what's next behind, you know, the rise of Kubernetes is happening, what's next? >> I think more abstractly from Kubernetes, we believe that if you just look at the rate of innovation as a primary factor for progress and forward change in the world, open source software has the highest rate of innovation of any technology creation phenomena, and as a consequence, we're seeing more standards emerge from the open source ecosystem, we're seeing more disruption happen from the open source ecosystem, we're seeing more new technology companies and new paradigms and shifts happen from the open source ecosystem, and kind of all progress across the largest, most difficult sort of compound, sensitive problems, influenced and kind of sourced from the open source ecosystem and the open source world overall. Whether it's chip design, machine learning or computing innovations or new types of architectures, or new types of developer paradigms, you know, biological breakthroughs, there's kind of things up and down the technology spectrum that have a lot to sort of thank open source for. We think that the future of technology and the future of software is really that open source is at the core, as opposed to the periphery or the edges, and so today, every software technology company, and cloud providers included, have closed proprietary cores, meaning that where the core is, the data path, the runtime, the core business logic of the company, today that core is proprietary software or closed source software, and yet what is also true, is at the edges, the wrappers, the sort of crust, the periphery of every technology company, we have lots of open source, we have client libraries and bindings and languages and integrations, configuration, UIs and so on, but the cores are proprietary. We think the following will happen over the next few decades. We think the future will gradually shift from closed proprietary cores to open cores, where instead of a proprietary core, an open core is where you have core open source software project, as the fundamental building block for the company. So for example, Hadoop caused the creation of MapR and Cloudera and Hortonworks, Spark caused the creation of Databricks, Kafka caused the creation of Confluent, Git caused the creation of GitHub and GitLab, and this type of commercial open source software model, where there's a core open source project as the kernel building block for the company, and then an extension of intellectual property or wrappers around that open source project, where you can derive value capture and charge for licensed product with the company, and impress customer, we think that model is where the future is headed, and this includes cloud providers, basically selling proprietary services that could be based on a mixture of open source projects, but perhaps not fundamentally on a core open source project. Now we think generally, like abstractly, with maybe somewhat of a reductionist explanation there, but that open core future is very likely, fundamentally because of the rate of innovation being the highest with the open source model in general. >> All right, that's great stuff. Jim, you're a historian of tech, you've lived it. Your thoughts on some of the emerging trends around cloud, because you're disrupting linear TV with Didja, in a new way using cloud technology. How do you see cloud evolving? >> Well, I think the long lines we discussed, certainly I think that's a really interesting model, and having the open source be the center of the universe, then figure out how to have maybe some proprietary stuff, if I can use that word, around it, that other people can take advantage of, but maybe you get the value capture and build a business on that, that makes a lot of sense, and could certainly fit in the TV industry if you will from where I sit... Bring services to businesses and consumers, so it's not like there's some reason it wouldn't work, you know, it's bound to, it's bound to figure out a way, and if you can get a whole mass of people around the world working on the core technology and if it is sort of unique to what mission of, or at least the marketplace you're going after, that could be pretty interesting, and that would be great to see a lot of different new mini-clouds, if you will, develop around that stuff would be pretty cool. >> Sarbjeet, I want you to talk about scale, because you also have experience working with Rackspace. Rackspace was early on, they were trying to build the cloud, and OpenStack came out of that, and guess what, the world was moving so fast, Amazon was a bullet train just flying down the tracks, and it just felt like Rackspace and their cloud, you know OpenStack, just couldn't keep up. So is scale an issue, and how do people compete against scale in your mind? >> I think scale is an issue, and software chops is an issue, so there's some patterns, right? So one pattern is that we tend to see that open source is now not very good at the application side. You will hardly see any applications being built as open source. And also on the extreme side, open source is pretty sort of lame if you will, at very core of the things, like OpenStack failed for that reason, right? But it's pretty good in the middle as Joseph said, right? So building pipes, building some platforms based on open source, so the hooks, integration, is pretty good there, actually. I think that pattern will continue. Hopefully it will go deeper into the core, which we want to see. The other pattern is I think the software chops, like one vendor has to lead the project for certain amount of time. If that project goes into sort of open, like anybody can grab it, lot of people contribute and sort of jump in very quickly, it tends to fail. That's what happened to, I think, OpenStack, and there were many other reasons behind that, but I think that was the main reason, and because we were smaller, and we didn't have that much software chops, I hate to say that, but then IBM could control like hundred parties a week, at the project >> They did, and look where they are. >> And so does HP, right? >> And look where they are. All right, so I'd love to have a Power Panel on open source, certainly JJ's been in the thick of it as well as other folks in the community. I want to just kind of end on lightweight question for you guys. What have you guys learned? Go down the line, start with Jim, Sarbjeet, and then JJ we'll finish with you. Share something that you've learned over the past three months that moved you or that people should know about in tech or cloud trends that's notable. What's something new that you've learned? >> In my case, it was really just spending some time in the last few months getting to know our end users a little bit better, consumers, and some of the impact that having free internet television has on their lives, and that's really motivating... (distorted speech) Something as simple as you might take for granted, but lower income people don't necessarily have a TV that works or a hotel room that has a TV that works, or heaven forbid they're homeless and all that, so it's really gratifying to me to see people sort of tuning back into their local media through television, just by offering it on their phone and laptops. >> And what are you going to do as a result of that? Take a different action, what's the next step for you, what's the action item? >> Well we're hoping, once our product gets filled out with the major networks, et cetera, that we actually provide a community attachment to it, so that we have over-the-air television channels is the main part of the app, and then a side part of the app could be any IP stream, from city council meetings to high schools, to colleges, to local community groups, local, even religious situations or festivals or whatever, and really try to tie that in. We'd really like to use local television as a way to strengthening all local media and local communities, that's the vision at least. >> It's a great mission you guys have at Didja, thanks for sharing that. Sarbjeet, what have learned over the past quarter, three months that was notable for you and the impact and something that changed you a little bit? >> What actually I have gravitated towards in last three to six months is the blockchain, actually. I was light on that, like what it can do for us, and is there really a thing behind it, and can we leverage it. I've seen more and more actually usage of that, and sort of full SCM, supply chain management and healthcare and some other sort of use cases if you will. I'm intrigued by it, and there's a lot of activity there. I think there's some legs behind it, so I'm excited about that. >> And are doing a blockchain project as a result, or are you still tire-kicking? >> No actually, I will play with it, I'm a practitioner, I play with it, I write code and play with it and see (Jim laughs) what does that level of effort it takes to do that, and as you know, I wrote the Alexa scale couple of weeks back, and play with AI and stuff like that. So I try to do that myself before I-- >> We're hoping blockchain helps even out the TV ad economy and gets rid of middle men and makes more trusting transactions between local businesses and stuff. At least I say that, I don't really know what I'm talking about. >> It sounds good though. You get yourself a new round of funding on that sound byte alone. JJ, what have you learned in the past couple months that's new to you and changed you or made you do something different? >> I've learned over the last few months, OSS Capital is a few months and change old, and so just kind of getting started on that, and it's really, I think potentially more than one decade, probably multi-decade kind of mostly consensus building effort. There's such a huge lack of consensus and agreement in the industry. It's a fascinatingly polarizing area, the sort of general topic of open source technology, economics, value creation, value capture. So my learnings over the past few months have just intensified in terms of the lack of consensus I've seen in the industry. So I'm trying to write a little bit more about observations there and sort of put thoughts out, and that's kind of been the biggest takeaway over the last few months for me. >> I'm sure you learned about all the lawyer conversations, setting up a fund, learnings there probably too right, (Jim laughs) I mean all the detail. All right, JJ, thanks so much, Sarbjeet, Jim, thanks for joining me on this Power Panel, cloud conversation impact, to entrepreneurship, open source. Jim Long, Sarbjeet Johal and Joseph Jacks, JJ, thanks for joining us, theCUBE Conversation here in Palo Alto, I'm John Furrier, thanks for watching. >> Thanks John. (lively classical music)
SUMMARY :
so great to have you on. Google, and then you got IBM and Oracle, sort of the internet of monopolies, there's got to be room for more clouds. and the open source that has been the cliche So the proprietariness has to kinda, Berkeley back in the day. across the internet, we do in the open source community, you know, and the rest of the value, about the interactions and the dynamic to them, et cetera, and we have One is the lack of standards, the movement you were and the future of software is really that How do you see cloud evolving? and having the open source be just flying down the tracks, and because we were smaller, and look where they are. over the past three months that moved you and some of the impact that of the app could be any IP stream, and the impact and something is the blockchain, actually. and as you know, I wrote the Alexa scale the TV ad economy and in the past couple months and agreement in the industry. I mean all the detail. (lively classical music)
SENTIMENT ANALYSIS :
ENTITIES
Entity | Category | Confidence |
---|---|---|
Jim | PERSON | 0.99+ |
IBM | ORGANIZATION | 0.99+ |
Jim Long | PERSON | 0.99+ |
JJ | PERSON | 0.99+ |
Amazon | ORGANIZATION | 0.99+ |
Oracle | ORGANIZATION | 0.99+ |
Sarbjeet | PERSON | 0.99+ |
Microsoft | ORGANIZATION | 0.99+ |
Sarbjeet Johal | PERSON | 0.99+ |
Joseph | PERSON | 0.99+ |
John | PERSON | 0.99+ |
Joseph Jacks | PERSON | 0.99+ |
OSS Capital | ORGANIZATION | 0.99+ |
ORGANIZATION | 0.99+ | |
February 2019 | DATE | 0.99+ |
ORGANIZATION | 0.99+ | |
six people | QUANTITY | 0.99+ |
John Furrier | PERSON | 0.99+ |
Silicon Valley | LOCATION | 0.99+ |
Palo Alto | LOCATION | 0.99+ |
10 | QUANTITY | 0.99+ |
two things | QUANTITY | 0.99+ |
20% | QUANTITY | 0.99+ |
CUBE | ORGANIZATION | 0.99+ |
Palo Alto, California | LOCATION | 0.99+ |
five | QUANTITY | 0.99+ |
HP | ORGANIZATION | 0.99+ |
two | QUANTITY | 0.99+ |
two constituents | QUANTITY | 0.99+ |
Open Source Software Capital | ORGANIZATION | 0.99+ |
UK | LOCATION | 0.99+ |
Office 365 | TITLE | 0.99+ |
last week | DATE | 0.99+ |
Didja | ORGANIZATION | 0.99+ |
two properties | QUANTITY | 0.99+ |
both | QUANTITY | 0.98+ |
two schools | QUANTITY | 0.98+ |
One | QUANTITY | 0.98+ |
first point | QUANTITY | 0.98+ |
Rackspace | ORGANIZATION | 0.98+ |
third model | QUANTITY | 0.98+ |
first camp | QUANTITY | 0.98+ |
Alexa | TITLE | 0.98+ |
Dee Mooney, Executive Director, Micron Foundation | Micron Insight'18
>> Live from San Francisco, it's theCUBE, covering Micron Insight 2018. Brought to you by Micron. >> Welcome back to San Francisco Bay everybody. You're watching theCUBE, the leader in live tech coverage. We're covering Micron Insight 2018. It's just wrapping up behind us. It's a day long of thought-leading content around AI, AI for good, how it's affecting the human condition and healthcare and the future of AI. I'm Dave Vellante, he's Peter Burris and that's the Golden Gate Bridge over there. You used to live right up that hill over there. >> I did. >> Dee Mooney is here. >> Until they kicked me out. >> Dee Mooney is here. She's the Executive Director of the Micron Foundation. Dee, thanks so much for taking time out of your schedule and coming on theCUBE. >> You bet, I'm very pleased to be here with you today. >> So, you guys had some hard news today. We heard about the 100 million dollar fund that you're launching, but you also had some news around the Foundation. >> That's right. >> The grant, you announced two winners of the grant. Tell us about that. >> That's right. So, it was a great opportunity for Micron to showcase its goodness and what a great platform for us to be able to launch the Advancing Curiosity grant. It is all around really focusing on that, on advancing curiosity, in the hopes that we can think about how might AI help for good, whether that's in business and health or life, and it's really a great platform for us to be able to be a part of today. >> So, what are the specifics? It was a million dollar grant? >> So, it was a million dollar fund and today we announced our first recipients. It was to the Berkeley College of Engineering, specifically their BAIR, which is Berkeley A, Artificial Intelligence Research lab, then also Stanford PHIND lab, which is the Precision, Health and Integrated Diagnostics lab. And then also a non-profit called AI For All, and really their focus is to get the next generation excited about AI and really help the underrepresented groups be exposed to the field. >> So with AI For All, so underrepresented groups as in the diversity culture-- >> Females, underrepresented groups that might not actually get the exposure to this type of math and science in schools and so they do summer camps and we are helping to send students there next summer. >> How do you decide, what are the criteria around which you decide who gets the grants, and take us through that process. >> Today, because we are all about goodness and trying to enhance and improve our communities, this was all around how can AI do some good. So, we are taking a look at what problems can be solved utilizing AI. The second thing we're taking a look at is the type of technology. We want students and our researchers to take a good look at how the technology can work. Then also, what groups are being represented. We want a very diverse group that bring different perspectives and we really think that's our true ability to innovate. >> Well, there's some real research that suggests a more diverse organization solves problems differently, gets to more creativity and actually has business outcomes. That may not be the objective here, but certainly it's a message for organizations worldwide. >> We certainly think so. The more people that are being involved in a conversation, we think the richer the ideas that come out of it. One more thing that we are taking a look at in this grant is we'd like the recipients to think about the data collection, the privacy issues, the ethical issues that go along with collecting such massive amounts of data, so that's also something that we want people to consider when they're applying. >> One of the challenges in any ethical framework is that the individuals that get to write the ethical framework or test the ethical framework, the ethics always works for them. One of the big issues that you just raised is that there is research that shows that if you put a certain class of people and make them responsible for training the AI system, that their biases will absolutely dominate the AI system. So these issues of diversity are really important, not just from a how does it work for them, but also from a very starting point of what should go into the definition of the problem, the approach and solution, how you train it. Are you going the full scope or are you looking at just segments of that problem? >> We'll take a look at, we hope to solve the problems eventually, but right now, just to start with, it's the first announcement of the fund. It's a million dollars, like we mentioned. The first three recipients were announced today. The other recipients that come along, we're really excited to see what comes out of that because maybe there will be some very unique approaches to solving problems utilizing AI. >> What other areas might you look at? How do you determine, curiosity and AI, how'd you come up with that and how do you determine the topics in the areas that you go after? >> The Micron Foundation's mission is to enhance our lives through our people and our philanthropy and we focus on stem and also basic human needs. So, when Micron is engaged in large business endeavors like today, talking about AI, it was the perfect opportunity for us to bring our goodness and focus on AI and the problems that can be solved utilizing it. >> Pretty good day today, I thought. >> Oh, yeah. >> I have to say, I've followed Micron for awhile and you guys can get pretty down and dirty on the technical side, but it was an up-level conversation today. The last speaker in particular really made us think a little bit, talking about are we going to get people to refer-- >> Max Tegmark, right? >> Was that Max Tegmark? Yeah. >> I think that's the name. I didn't catch his name, I popped in late. But he was talking about artificial general intelligence >> I know. >> Reaching, I guess a singularity and then, what struck me is he had a panel of AI researchers, all male, by the way, I think >> Yes. >> I noticed that. >> Yes, we did too. >> The last one, which was Elon Musk, who of course we all know, thinks that there's going to be artificial general intelligence or super intelligence, and he asked every single panel member, will we achieve that, and they all unanimously said yes. So, either they're all dead wrong or the world is going to be a scary place in 20, 30, 50 years. >> Right, right. What are your thoughts on that? >> Well, it was certainly thought-provoking to think about all the good things that AI can do, but also maybe the other side and I'm actually glad that we concluded with that, because that is an element of our fund. We want the people that apply to it or that we'll work with to think about those other sides. If these certain problems are solved, is there a down side as well, so that is definitely where we want that diverse thinking to come in, so we can approach the problems in a good way that helps us all. >> Limited time left, let's talk a little bit about women in tech. In California, Jerry Brown just signed a law into effect that, I believe it's any public company, has to have a woman >> On the Board? >> on the Board. What do you think about that? >> Well, personally, I think that's fantastic. >> Well, you're biased. (laughs) >> I might be a little biased. I guess it's a little unfortunate we now have to have laws for this because maybe there's not enough, I'm not exactly sure, 6but I think it's a step in the right direction. That really aligns well with what we try to do, bring diversity into the workplace, diversity into the conversation, so I think it's a good step in the right direction. >> You know, let's face it, this industry had a lack, really, of women leaders. We lost Meg Whitman in a huge Fortune 50 company, in terms of a woman leader, replaced by Antonio Neri, great guy, know him well, but that was one, if you're counting, one down. Ginni Rometty, obviously, huge presence in the industry. I want to ask you, what do you think about, I don't want to use the word quotas, I hate to use it, but if you don't have quotas, what's the answer? >> I don't know about quotas either. We do know that we help, our Foundation grants span the pipeline from young students all the way up through college and we see this pipeline. It starts leaking along the way. Fifth grade, we start seeing girls fall out. Eighth grade is another big-- >> In the U.S. >> In the U.S. >> Not so much in other countries, which is pretty fascinating. >> We are a global foundation and when we talk with our other partners, they're also interested in having stem outreach into their schools because they want to bring in the critical thinking and problem-solving skills, so, I used to think it was quite just a U.S. problem, but now being exposed to other cultures and countries, definitely they have a different approach, but I think it's a problem that we all strive to overcome. >> Well, it's pretty good research that shows that governance that includes women is generally more successful. It reaches better decisions, it reaches decisions that lead to, in the case of Boards, greater profitability, more success, so if you can't convince people with data, you have to convince them with law. At the end of the day, it would be nice if people recognized that a diverse approach to governance usually ends up with a better result but if you can't, you got to hit 'em over the head. >> I guess so, I guess so. >> Well, obviously, with the Kavanaugh confirmation, there's been a lot of talk about this lately. There's been some pretty interesting stuff. I've got two daughters, you have a daughter. Some pretty interesting stuff in our family chat that's been floating around. I saw, I think it was yesterday, my wife sent me a little ditty by a young woman who was singing a song about how tough it is for men, sort of tongue-in-cheek and singing things like, I can't open the door in my pajamas, I can't walk down the street on my phone at night, I can't leave my drink unattended, so tough for men, so tough for men, so on the one hand, you have the Me Too movement, you have a lot more, since Satya Nadella put his foot in his mouth at the Grace Opera event, I don't know if you saw that, he said-- >> I didn't. >> He said, a couple years ago >> He's the CEO of Microsoft. >> Said a couple years ago, a woman in the audience, Grace Opera, big conference for women, asked, "If we're underpaid, should we say anything?" and he said, no, that's bad kharma, you should wait and be patient, and then of course, he got a lot of you know what for that. >> That probably didn't work for them. And then, he apologized for it, he did the right thing. He said, you know what, I'm way off base and then he took proactive action. But, since then, you feel like there's been certainly much more attention paid to it, the Google debacle of last summer with the employee that wrote that Jerry Maguire tome. >> Right, right. >> Now the Me Too movement, then you see the reaction of women from the Kavanaugh appointment. Do you feel like we've made a lot of progress, but then you go, well, hmm, maybe we haven't. >> It sometimes feels like that. It sometimes feels like that. In my career, over 20 years, I have had a very positive experience working with men, women alike and have been very supported and I hope that we can continue to have the conversations and raise awareness, that everyone can feel good in their workplace, walking down the street and, like you mentioned, I think that it's very important that we all have a voice and all of us bring a different, unique perspective to the table. >> So do you feel that it's two steps forward, Dee, and maybe one step back every now and then, or are we making constant progress? >> It kind of feels like that right now. I'm not sure exactly why, but it seems like we're talking a lot about it more now and maybe just with a lot more attention on it, that's why it's seeming like we're taking a step back, but I think progress has been made and we have to continue to improve that. >> Yeah, I think if you strip out the politics of the Kavanaugh situation and then focus on the impact on women, I think you take a different perspective. I think that's a discussion that's worth having. On theCUBE last week, I interviewed somebody, she called herself, "I'm a Fixer," and I said, "You know, here's some adjectives I think of in a fixer, is a good listener, somebody who's a leader, somebody who's assertive, somebody who takes action quickly. Were those the adjectives that were described about you throughout your career, and the answer was, not always. Sometimes it was aggressive or right? >> True, true. >> That whole thing, when a woman takes swift action and is a leader, sometimes she's called derogatory names. When a man does it, he's seen as a great leader. So there's still that bias that you see out there, so two steps forward, one step back maybe. Well Dee, last thoughts on today and your mission. >> Well, we really hope to encourage the next generation to pursue math and science degrees, whether they are female or male or however they identify, and we want them to do great and hopefully have a great career in technology. >> I'm glad you mentioned that, 'cause it's not just about women, it's about people of color and however you identify. So, thanks very much for coming on theCUBE. We really appreciate it. >> You bet, thank you. >> Alright, keep it right there everybody. Back with our next guest right after this short break. We're live from Micron Insight 2018 from San Francisco. You're watching theCUBE. (techno music)
SUMMARY :
Brought to you by Micron. and healthcare and the future of AI. She's the Executive Director of the Micron Foundation. We heard about the 100 million dollar fund The grant, you announced two winners of the grant. on advancing curiosity, in the hopes that we can think about and really their focus is to get the next generation get the exposure to this type of math and science in schools How do you decide, what are the criteria is the type of technology. That may not be the objective here, the ethical issues that go along with collecting such is that the individuals that get to write the ethical it's the first announcement of the fund. and the problems that can be solved utilizing it. down and dirty on the technical side, Was that Max Tegmark? I think that's the name. that there's going to be artificial What are your thoughts on that? but also maybe the other side and I'm actually glad has to have a woman on the Board. Well, you're biased. bring diversity into the workplace, but if you don't have quotas, what's the answer? all the way up through college and we see this pipeline. which is pretty fascinating. but I think it's a problem that we all strive to overcome. At the end of the day, it would be nice if people at the Grace Opera event, I don't know if you saw that, and then of course, he got a lot of you know what for that. the Google debacle of last summer with the employee Now the Me Too movement, then you see the reaction that we all have a voice and all of us bring and we have to continue to improve that. of the Kavanaugh situation and then focus on the impact So there's still that bias that you see out there, Well, we really hope to encourage the next generation I'm glad you mentioned that, 'cause it's not just about Back with our next guest right after this short break.
SENTIMENT ANALYSIS :
ENTITIES
Entity | Category | Confidence |
---|---|---|
Dave Vellante | PERSON | 0.99+ |
Dee Mooney | PERSON | 0.99+ |
Peter Burris | PERSON | 0.99+ |
Ginni Rometty | PERSON | 0.99+ |
California | LOCATION | 0.99+ |
Jerry Brown | PERSON | 0.99+ |
Satya Nadella | PERSON | 0.99+ |
Antonio Neri | PERSON | 0.99+ |
Meg Whitman | PERSON | 0.99+ |
Dee | PERSON | 0.99+ |
Elon Musk | PERSON | 0.99+ |
Micron Foundation | ORGANIZATION | 0.99+ |
two daughters | QUANTITY | 0.99+ |
San Francisco | LOCATION | 0.99+ |
Berkeley College of Engineering | ORGANIZATION | 0.99+ |
BAIR | ORGANIZATION | 0.99+ |
last week | DATE | 0.99+ |
yesterday | DATE | 0.99+ |
Golden Gate Bridge | LOCATION | 0.99+ |
Micron | ORGANIZATION | 0.99+ |
San Francisco Bay | LOCATION | 0.99+ |
Kavanaugh | PERSON | 0.99+ |
Eighth grade | QUANTITY | 0.99+ |
two winners | QUANTITY | 0.99+ |
over 20 years | QUANTITY | 0.99+ |
Microsoft | ORGANIZATION | 0.99+ |
two steps | QUANTITY | 0.99+ |
U.S. | LOCATION | 0.99+ |
20 | QUANTITY | 0.99+ |
One | QUANTITY | 0.99+ |
today | DATE | 0.98+ |
last summer | DATE | 0.98+ |
first recipients | QUANTITY | 0.98+ |
first announcement | QUANTITY | 0.98+ |
second thing | QUANTITY | 0.98+ |
ORGANIZATION | 0.98+ | |
30 | QUANTITY | 0.98+ |
Berkeley A | ORGANIZATION | 0.98+ |
Today | DATE | 0.98+ |
million dollar | QUANTITY | 0.97+ |
50 years | QUANTITY | 0.97+ |
100 million dollar | QUANTITY | 0.96+ |
first three recipients | QUANTITY | 0.96+ |
Precision, Health and Integrated Diagnostics | ORGANIZATION | 0.96+ |
next summer | DATE | 0.95+ |
Grace Opera | EVENT | 0.93+ |
Max Tegmark | PERSON | 0.92+ |
a couple years ago | DATE | 0.91+ |
Stanford PHIND | ORGANIZATION | 0.91+ |
Fifth grade | QUANTITY | 0.9+ |
Micron | TITLE | 0.89+ |
couple years ago | DATE | 0.89+ |
one | QUANTITY | 0.88+ |
one step | QUANTITY | 0.88+ |
million dollars | QUANTITY | 0.86+ |
One more thing | QUANTITY | 0.79+ |
AI For | ORGANIZATION | 0.78+ |
Grace Opera | ORGANIZATION | 0.78+ |
50 | QUANTITY | 0.77+ |
Jerry Maguire | PERSON | 0.76+ |
Insight 2018 | TITLE | 0.76+ |
Advancing Curiosity | OTHER | 0.76+ |
single panel member | QUANTITY | 0.72+ |
Micron Insight 2018 | EVENT | 0.68+ |
AI For All | ORGANIZATION | 0.68+ |
CEO | PERSON | 0.65+ |
Me Too | TITLE | 0.64+ |
theCUBE | ORGANIZATION | 0.54+ |
Micron | EVENT | 0.46+ |
VMware Day 2 Keynote | VMworld 2018
Okay, this presentation includes forward looking statements that are subject to risks and uncertainties. Actual results may differ materially as a result of various risk factors including those described in the 10 k's 10 q's and eight ks. Vm ware files with the SEC, ladies and gentlemen, Sunjay Buddha for the jazz mafia from Oakland, California. Good to be with you. Welcome to late night with Jimmy Fallon. I'm an early early morning with Sanjay Poonen and two are set. It's the first time we're doing a live band and jazz and blues is my favorite. You know, I prefer a career in music, playing with Eric Clapton and that abandoned software, but you know, life as a different way. I'll things. I'm delighted to have you all here. Wasn't yesterday's keynote. Just awesome. Off the charts. I mean pat and Ray, you just guys, I thought it was the best ever keynote and I'm not kissing up to the two of you. If you know pat, you can't kiss up to them because if you do, you'll get an action item list at 4:30 in the morning that sten long and you'll be having nails for breakfast with him but bad it was delightful and I was so inspired by your tattoo that I decided to Kinda fell asleep in batter ass tattoo parlor and I thought one wasn't enough so I was gonna one up with. I love Vm ware. Twenty years. Can you see that? What do you guys think? But thank you all of you for being here. It's a delight to have you folks at our conference. Twenty 5,000 of you here, 100,000 watching. Thank you to all of the vm ware employees who helped put this together. Robin Matlock, Linda, Brit, Clara. Can I have you guys stand up and just acknowledge those of you who are involved? Thank you for being involved. Linda. These ladies worked so hard to make this a great show. Everybody on their teams. It's the life to have you all here. I know that we're gonna have a fantastic time. The title of my talk is pioneers of the possible and we're going to go through over the course of the next 90 minutes or so, a conversation with customers, give you a little bit of perspective of why some of these folks are pioneers and then we're going to talk about somebody who's been a pioneer in the world but thought to start off with a story. I love stories and I was born in a family with four boys and my parents I grew up in India were immensely creative and naming that for boys. The eldest was named Sanjay. That's me. The next was named Santosh Sunday, so if you can get the drift here, it's s a n, s a n s a n and the final one. My parents got even more creative and colon suneel sun, so you could imagine my mother going south or Sunday do. I meant Sanjay you and it was always that confusion and then I come to the United States as an immigrant at age 18 and people see my name and most Americans hadn't seen many Sundays before, so they call me Sanjay. I mean, of course it of sounds like v San, so sanjay, so for all of your V, San Lovers. Then I come to California for years later work at apple and my Latino friends see my name and it sorta sounds like San Jose, so I get called sand. Hey, okay. Then I meet some Norwegian friends later on in my life, nordics. The J is a y, so I get called San Year. Your my Italian friend calls me son Joe. So the point of the matter is, whatever you call me, I respond, but there's certain things that are core to my DNA. Those that people know me know that whatever you call me, there's something that's core to me. Maybe I like music more than software. Maybe I want my tombstone to not be with. I was smart or stupid that I had a big heart. It's the same with vm ware. When you think about the engines that fuel us, you can call us the VM company. The virtualization company. Server virtualization. We seek to be now called the digital foundation company. Sometimes our competitors are not so kind to us. They call us the other things. That's okay. There's something that's core to this company that really, really stands out. They're sort of the engines that fuel vm ware, so like a plane with two engines, innovation and customer obsession. Innovation is what allows the engine to go faster, farther and constantly look at ways in which you can actually make the better and better customer obsession allows you to do it in concert with customers and my message to all of you here is that we want to both of those together with you. Imagine if 500,000 customers could see the benefit of vsphere San Nsx all above cloud foundation being your products. We've been very fortunate and blessed to innovate in everything starting with Sova virtualization, starting with software defined storage in 2009. We were a little later to kind of really on the hyperconverged infrastructure, but the first things that we innovate in storage, we're way back in 2009 when we acquired nicer and began the early works in software defined networking in 2012 when we put together desktop virtualization, mobile and identity the first time to form the digital workspace and as you heard in the last few days, the vision of a multi cloud or hybrid cloud in a virtual cloud networking. This is an amazing vision couple that innovation with an obsession and customer obsession and an NPS. Every engineer and sales rep and everybody in between is compensated on NPS. If something is not going well, you can send me an email. I know you can send pat an email. You can send the good emails to me and the bad emails to Scott Dot Beto said Bmr.com. No, I'm kidding. We want all of you to feel like you're plugged into us and we're very fortunate. This is your vote on nps. We've been very blessed to have the highest nps and that is our focus, but innovation done with customers. I shared this chart last year and it's sort of our sesame street simple chart. I tell our sales rep, this is probably the one shot that gets used the most by our sales organization. If you can't describe our story in one shot, you have 100 powerpoints, you probably have no power and very The fact of the matter is that the data center is sort of like a human body. little point. You've got your heart that's Compute, you've got the storage, maybe your lungs, you've got the nervous system that's networking and you've got the brains of management and what we're trying to do is help you make that journey to the cloud. That's the bottom part of the story. We call it the cloud foundation, the top part, and it's all serving apps. The top part of that story is the digital workspace, so very simply put that that's the desktop, moving edge and mobile. The digital workspace meets the cloud foundation. The combination is a digital foundation Where does, and we've begun this revolution with a company. That's what we end. focus on impact, not just make an impression making an impact, and there's three c's that all of us collectively have had an impact on cost very clearly. I'm going to walk you through some of that complexity and carbon and the carbon data was just fascinating to see some of that yesterday, uh, from Pat, these fierce guarded off this revolution when we started this off 20 years ago. These were stories I just picked up some of the period people would send us electricity bills of what it looked like before and after vsphere with a dramatic reduction in cost, uh, off the tune of 80 plus percent people would show us 10, sometimes 20 times a value creation from server consolidation ratios. I think of the story goes right. Intel initially sort of fought vm ware. I didn't want to have it happen. Dell was one of the first investors. Pat Michael, do I have that story? Right? Good. It's always a job fulfilling through agree with my boss and my chairman as opposed to disagree with them. Um, so that's how it got started. And true with over the, this has been an incredible story. This is kind of the revenue that you've helped us with over the 20 years of existence. Last year was about a billion but I pulled up one of the Roi Charts that somebody wrote in 2006. collectively over a year, $50 million, It might've been my esteemed colleague, Greg rug around that showed that every dollar spent on vm ware resulted in nine to $26 worth of economic value. This was in 2006. So I just said, let's say it's about 10 x of economic value, um, to you. And I think over the years it may have been bigger, but let's say conservative. It's then that $50 million has resulted in half a trillion worth of value to you if you were willing to be more generous and 20. It's 1 trillion worth of value over the that was the heart. years. Our second core product, This is one of my favorite products. How can you not like a product that has part of your name and it. We sent incredible. But the Roi here is incredible too. It's mostly coming from cap ex and op ex reduction, but mostly cap x. initially there was a little bit of tension between us and the hardware storage players. Now I think every hardware storage layer begins their presentation on hyperconverged infrastructure as the pathway to the private cloud. Dramatic reduction. We would like this 15,000 customers have we send. We want every one of the 500,000 customers. If you're going to invest in a private cloud to begin your journey with, with a a hyperconverged infrastructure v sound and sometimes we don't always get this right. This store products actually sort of the story of the of the movie seabiscuit where we sort of came from behind and vm ware sometimes does well. We've come from behind and now we're number one in this category. Incredible Roi. NSX, little not so obvious because there's a fair amount spent on hardware and the trucks would. It looks like this mostly, and this is on the lefthand side, a opex mostly driven by a little bit of server virtualization and a network driven architecture. What we're doing is not coming here saying you need to rip out your existing hardware, whether it's Cisco, juniper, Arista, you get more value out of that or more value potentially out of your Palo Alto or load balancing capabilities, but what we're saying is you can extend the life, optimize your underlay and invest more in your overlay and we're going to start doing more and software all the way from the l for the elephant seven stack firewalling application controllers and make that in networking stack, application aware, and we can dramatically help you reduce that. At the core of that is an investment hyperconverged infrastructure. We find often investments like v San could trigger the investments. In nsx we have roi tools that will help you make that even more dramatic, so once you've got compute storage and networking, you put it together. Then with a lot of other components, we're just getting started in this journey with Nsx, one of our top priorities, but you put that now with the brain. Okay, you got the heart, the lungs, the nervous system, and the brain where you do three a's, sort of like those three c's. You've got automation, you've got analytics and monitoring and of course the part that you saw yesterday, ai and all of the incredible capabilities that you have here. When you put that now in a place where you've got the full SDDC stack, you have a variety of deployment options. Number one is deploying it. A traditional hardware driven type of on premise environment. Okay, and here's the cost we we we accumulate over 2,500 pms. All you could deploy this in a private cloud with a software defined data center with the components I've talked about and the additional cost also for cloud bursting Dr because you're usually investing that sometimes your own data centers or you have the choice of now building an redoing some of those apps for public cloud this, but in many cases you're going to have to add on a cost for migration and refactoring those apps. So it is technically a little more expensive when you factor in that cost on any of the hyperscalers. We think the most economically attractive is this hybrid cloud option, like Vm ware cloud and where you have, for example, all of that Dr Capabilities built into it so that in essence folks is the core of that story. And what I've tried to show you over the last few minutes is the economic value can be extremely compelling. We think at least 10 to 20 x in terms of how we can generate value with them. So rather than me speak more than words, I'd like to welcome my first panel. Please join me in welcoming on stage. Are Our guests from brinks from sky and from National Commercial Bank of Jamaica. Gentlemen, join me on stage. Well, gentlemen, we've got a Indian American. We've got a kiwi who now lives in the UK and we've got a Jamaican. Maybe we should talk about cricket, which by the way is a very exciting sport. It lasts only five days, but nonetheless, I want to start with you Rohan. You, um, brings is an incredible story. Everyone knows the armored trucks and security. Have you driven in one of those? Have a great story and the stock price has doubled. You're a cio that brings business and it together. Maybe we can start there. How have you effectively being able to do that in bridging business and it. Thank you Sanjay. So let me start by describing who is the business, right? Who is brinks? Brinks is the number one secure logistics and cash management services company in the world. Our job is to protect our customers, most precious assets, their cash, precious metals, diamonds, jewelry, commodities and so on. You've seen our trucks in your neighborhoods, in your cities, even in countries across the world, right? But the world is going digital and so we have to ratchet up our use of digital technologies and tools in order to continue to serve our customers in a digital world. So we're building a digital network that extends all the way out to the edges and our edges. Our branches are our messengers and their handheld devices, our trucks and even our computer control safes that we place on our customer's premises all the way back to our monitoring centers are processing centers in our data centers so that we can receive events that are taking place in that cash ecosystem around our customers and react and be proactive in our service of them and at the heart of this digital business transformation is the vm ware product suite. We have been able to use the products to successfully architect of hybrid cloud data center in North America. Awesome. I'd like to get to your next, but before I do that, you made a tremendous sacrifice to be here because you just had a two month old baby. How is your sleep getting there? I've been there with twins and we have a nice little gift for you for you here. Why don't you open it and show everybody some side that something. I think your two month old will like once you get to the bottom of all that day. I've. I'm sure something's in there. Oh Geez. That's the better one. Open it up. There's a Vm, wear a little outfit for your two month. Alright guys, this is great. Thank you all. We appreciate your being here and making the sacrifice in the midst of that. But I was amazed listening to you. I mean, we think of Jamaica, it's a vacation spot. It's also an incredible place with athletes and Usain bolt, but when you, the not just the biggest bank in Jamaica, but also one of the innovators and picking areas like containers and so on. How did you build an innovation culture in the bank? Well, I think, uh, to what rughead said the world is going to dissolve and NCB. We have an aspiration to become the Caribbean's first digital bank. And what that meant for us is two things. One is to reinvent or core business processes and to, to ensure that our customers, when they interact with the bank across all channels have a, what we call the Amazon experience and to drive that, what we actually had to do was to work in two moons. Uh, the first movement we call mode one is And no two, which is stunning up a whole set of to keep the lights on, keep the bank running. agile labs to ensure that we could innovate and transform and grow our business. And the heart of that was on the [inaudible] platform. So pks rocks. You guys should try it. We're going to talk about. I'm sure that won't be the last hear from chatting, but uh, that's great. Hey, now I'd like to get a little deeper into the product with all of you folks and just understand how you've engineered that, that transformation. Maybe in sort of the order we covered in my earlier comments in speech. Rohan, you basically began the journey with the private cloud optimization going with, of course vsphere v San and the VX rail environment to optimize your private cloud. And then of course we'll get to the public cloud later. But how did that work out for you and why did you pick v San and how's it gone? So Sunday we started down this journey, the fourth quarter of 2016. And if you remember back then the BMC product was not yet a product, but we still had the vision even back then of bridging from a private data center into a public cloud. So we started with v San because it helped us tackle an important component of our data center stack. Right. And we could get on a common platform, common set of processes and tools so that when we were ready for the full stack, vmc would be there and it was, and then we could extend past that. So. Awesome. And, and I say Dave with a name like Dave Matthews, you must have like all these musicians, like think you're the real date, my out back. What's your favorite Dave Matthew's song or it has to be crashed into me. Right. Good choice rash. But we'll get to music another time. What? NSX was obviously a big transformational capability, February when everyone knows what sky and media and wireless and all of that stuff. Networking is at the core of what you do. Why did you pick Nsx and what have you been able to achieve with it? So I mean, um, yeah, I mean there's, like I say, sky's yeah, maybe your organization. It's incredibly fast moving industry. It's very innovative. We've got a really clever people in, in, in, in house and we need to make sure our product guys and our developers can move at pace and yeah, we've got some great. We've got really good quality metric guys. They're great guys. But the problem is that traditional networking is just fundamentally slow is there's, there's not much you can do about it, you know, and you know to these agile teams here to punch a ticket, get a file, James. Yeah. That's just not reality. We're able to turn that round so that the, the, the devops ops and developers, they can just use terraform and do everything. Yeah, it's, yeah, we rigs for days to seconds and that's in the Aes to seconds with an agile software driven approach and giving them much longer because it would have been hardware driven. Absolutely. And giving the tool set to the do within boundaries. You have scenes with boundaries, developers so they can basically just do, they can do it all themselves. So you empower the developers in a very, very important way. Within a second you had, did you use our insight tools too on top of that? So yes, we're considered slightly different use case. I mean, we're, yeah, we're in the year. You've got general data protection regulations come through and that's, that's, that's a big deal. And uh, and the reality is from what an organization's compliance isn't getting right? So what we've done been able to do is any convenience isn't getting any any less, using vr and ai and Nsx, we're able to essentially micro segment off a lot of Erica our environments which have a lot, much higher compliance rate and you've got in your case, you know, plenty of stores that you're managing with visa and tens of thousands of Vms to annex. This is something at scale that both of you have been able to achieve about NSX and vsn. Pretty incredible. And what I also like with the sky story is it's very centered around Dev ops and the Dev ops use case. Okay, let's come to your Ramon. And obviously I was, when I was talking to the Coobernetti's, uh, you know, our Kubernetes Platform, team pks, and they told me one of the pioneer and customers was National Commercial Bank of Jamaica. I was like, wow, that's awesome. Let's bring you in. And when we heard your story, it's incredible. Why did you pick Coobernetti's as the container platform? You have many choices of what you could have done in terms of companies that are other choices. Why did you pick pks? So I think, well, what happened to, in our interviews cases, we first looked at pcf, which we thought was a very good platform as well. Then we looked at the integration you can get with pqrs, the security, the overland of Nsx, and it made sense for us to go in that direction because you offered 11 team or flexibility on our automation that we could drive through to drive the business. So that was the essence of the argument that we had to make. So the key part with the NSX integration and security and, and the PKS. Uh, and while we've got a few more chairs from the heckler there, I want you to know, Chad, I've got my pks socks on. That's how much I had so much fear. And if he creates too much trouble with security, we can be emotional. I'm out of the arena, you know. Anyway. Um, I wanted to put this chart up because it's very important for all of you, um, and the audience to know that vm ware is making a significant commitment to Coobernetti's. Uh, we feel that this is, as pat talked about it before, something that's going to be integrated into everything we do. It's going to become like a dial tone. Um, and this is just the first of many things you're going to see a vm or really take this now as a consistent thing. And I think we have an opportunity collectively because a lot of people think, oh, you know, containers are a threat to vm ware. We actually think it's a headwind that's going to become a tailwind for us. Just the same way public cloud has been. So thank you for being one of our pioneer and early customers. And Are you using the kubernetes platform in the context of running in a vsphere environment? Yes, we are. We're onto Venice right now. Uh, we have. Our first application will be a mobile banking APP which will be launched in September and all our agile labs are going to be on pbs moving forward medic. So it's really a good move for us. Dave, I know that you've, not yet, I mean you're looking in the context potentially about is your, one of the use cases of Nsx for you containers and how do you view Nsx in that? Absolutely. For us that was the big thing about t when it refresh rocked up is that the um, you know, not just, you know, Sda and on a, on vsphere, but sdn on openstack sdn into their container platform and we've got some early visibility of the, uh, of the career communities integration on there and yeah, it was, it was done right from the start and that's why when we talked to the pks Yeah, it's, guys again, the same sort of thing. it's, it's done right from the start. And so yeah, certainly for us, the, the NSX, everywhere as they come and control plane as a very attractive proposition. Good. Ron, I'd like to talk to you a little bit about how you viewed the public, because you mentioned when we started off this journey, we didn't have Mr. Cloud and aws, we approached to when we were very early on in that journey and you took a bet with us, but it was part of your data center reduction. You're kind of trying to almost to obliterate one data center as you went from three to one. Tell us that story and how the collaboration worked out on we amber cloud. What's the use case? So as I said, our vision was always to bridge to a So we wanted to be able to use public cloud environments to incubate new public cloud, right? applications until they stabilize to flex to the cloud. And ultimately disaster recovery in the cloud. That was the big use case for us. We ran a traditional data center environment where, you know, we run across four regions in the world. Each region had two to three data centers. One was the primary and then usually you had a disaster recovery center where you had all your data hosted, you had certain amount of compute, but it was essentially a cold center, right? It, it sat idle, you did your test once a year. That's the environment we were really looking to get out of. Once vmc was available, we were able to create the same vm ware environment that we currently have on prem in the cloud, right? The same network and security stack in both places and we were actually able to then decommission our disaster recovery data center, took it off, it's took it off and we move. We've got our, our, all of our mission critical data now in the, uh, in the, uh, aws instance using BMC. We have a small amount of compute to keep it warm, but thanks to the vm ware products, we have the ability now to ratchet that up very quickly in a Dr situation, run production in the cloud until we stabilized and then bring that workload back. Would it be fair to tell everybody here, if you are looking at a Dr or that type of bursting scenario, there's no reason to invest in a on premise private cloud. That's really a perfect use case of We, I know certainly we had breaks. this, right? Sorry. Exactly. Yeah. We will no longer have a, uh, a physical Dr a center available anywhere. So you've optimized your one data center with the private cloud stack will be in cloud foundation effectively starting off a decent and you've optimized your hybrid cloud journey, uh, with we cloud. I know we're early on in the journey with Nsx and branch, so we'll come back to that conversation may next year we discover new things about this guy I just found out last night that he grew up in the same town as me in Bangalore and went to the same school. So we will keep a diary of the schools at rival schools, but the last few years with the same school, uh, Dave, as you think about the future of where you want to this use case of network security, what are some of the things that are on your radar over the course of the next couple of months and quarters? So I think what we're really trying to do is, um, you know, computers, this is a critical thing decided technology conference, computers and networks are a bit boring, but rather we want to make them boring. We want to basically sweep them away from so that our people, our customers, our internal customers don't have to think about it were the end that we can make him, that, that compliance, that security, that whole, that whole framework around it. Um, regardless of where that work, right live as living on premise, off premise, everywhere you know. And, and even Aisha potentially out out to the edge. How big were your teams? Very quickly, as we wrap up this, how big are the teams that you have working on network is what was amazing. I talked to you was how nimble and agile you're with lean teams. How big was your team? The, the team during the, uh, the SDDC stack is six people. Six, six. Eight. Wow. There's obviously more that more. And we're working on that core data center and your boat to sleep between five and seven people. For it to brad to both for the infrastructure and containers. Yes. Rolling on your side. It's about the same. Amazing. Well, very quickly maybe 30 seconds. Where do you see the world going? Rolling. So, you know, it brings, I pay attention to two things. One is Iot and we've talked a little bit about that, but what I'm looking for there as digital signals continue to grow is injecting things like machine learning and artificial intelligence in line into that flow back so we can make more decisions closer to the source. Right. And the second thing is about cash. So even though cash volume is increasing, I mean here we are in Vegas, the number one cash city in the US. I can't ignore the digital payments and crypto currency and that relies on blockchain. So focusing on what role does blockchain play in the global world as we go forward and how can brings, continue to bring those services, blockchain and Iot. Very rare book. Well gentlemen, thank you for being with us. It's a pleasure and an honor. Ladies and gentlemen, give it up for three guests. Well, um, thank you very much. So as you saw there, it's great to be able to see and learn from some of these pioneering customers and the hopefully the lesson you took away was wherever your journey is, you could start potentially with the private cloud, embark on the journey to the public cloud and then now comes the next part which is pretty exciting, which is the journey off the desktop and removal what digital workspace. And that's the second part of this that I want to explore with a couple of customers, but before I do that, I wanted to set the context of why. What we're trying to do here also has economic value. Hopefully you saw in the first set of charts the economic value of starting with the heart, the lungs, any of that software defined data center and moving to the ultimate hybrid cloud had economic value. We feel the same thing here and it's because of fundamental shift that started off in the last seven, 10 years since iphone. The fact of the matter is when you look at your fleet of your devices across tablets, phones and laptops today is a heterogeneous world. Twenty years ago when the company started, it was probably all Microsoft devices, laptops now phones, tablets. It's a mixture and it was going to be a mixture for the rest of them. I think for the foreseeable time, with very strong, almost trillion market cap companies and in this world, our job is to ensure that heterogeneous digital workspace can be very easily managed and secured. I have a little soft corner for this business because the first three years of my five years here, I ran this business, so I know a thing about these products, but the fact of the matter is that I think the opportunity here is if you think about the 7 billion people in the world, a billion of them are working for some company or the other. The others are children or may not be employed or retired and every one of them have a phone today. Many of them phones and laptops and they're mixed and our job is to ensure that we bring simplicity to this place. You saw a little bit that cacophony yesterday and Pat's chart, and unfortunately a lot of today's world of managing and securing that disparate is a mountain of morass. Okay? No offense to any of the vendors named in there, but it shouldn't be your job to be that light piece of labor at the top of the mountain to put it all together, which costs you potentially at least $50 per user per month. We can make the significantly cheaper with a unified platform, workspace one that has all of those elements, so how have we done that? We've taken those fundamental principles at 70 percent, at least reduction of simplicity and security. A lot of the enterprise companies get security, right, but we don't get simplicity all always right. Many of the consumer companies like right? But maybe it needs some help and facebook, it's simplicity, security and we've taken both of those and said it is possible for you to actually like your user experience as opposed to having to really dread your user experience in being able to get access to applications and how we did this at vm ware, was he. We actually teamed with the Stanford Design School. We put many of our product managers through this concept of design thinking. It's a really, really useful concept. I'd encourage every one of you. I'm not making a plug for the Stanford design school at all, but some very basic principles of viability, desirability, feasibility that allow your product folks to think like a consumer, and that's the key goal in undoing that. We were able to design of these products with the type of simplicity but not compromise at all. Insecurity, tremendous opportunity ahead of us and it gives me great pleasure to bring onstage now to guests that are doing some pioneering work, one from a partner and run from a customer. Please join me in welcoming Maria par day from dxc and John Market from adobe. Thank you, Maria. Thank you Maria and John for being with us. Maria, I want to start with you. A DXC is the coming together of two companies and CSC and HP services and on the surface on the surface of it, I think it was $50,000, 100,000. If it was exact numbers, most skeptics may have said such a big acquisition is probably going to fail, but you're looking now at the end of that sort of post merger and most people would say it's been a success. What's made the dxc coming together of those two very different cultures of success? Well, first of all, you have to credit a lot of very creative people in the space. One of the two companies came together, but mostly it is our customers who are making us successful. We are choosing to take our customers the next generation digital platform. The message is resonating, the cultures have come together, the individuals have come together, the offers have come together and it's resonating in the marketplace, in the market and with our customers and with our partners. So you shouldn't have doubted it. I, I wasn't one of the skeptics, maybe others were. And my understanding is the d and the C Yes. If, and dxc is the digital and customer. if you look at the logo, it's, it's more of an infinity, so digital transformation for customers. But truthfully it's um, we wanted to have a new start to some very powerful companies in the industry and it really was a instead of CSC and HP, a new logo and a new start. And I think, you know, if this resonates very well with what I started off my keynote, which is talking about innovation and customers focused on digital and Adobe, obviously not just a household name, customers, John, many of folks who use your products, but also you folks have written the playbook on a transformation of on premise going cloud, right? A SAS products and now we've got an incredible valuations relative. How has that affected the way you think in it in terms of a cloud first type of philosophy? Uh, too much of how you implement, right? From an IT perspective, we're really focused on the employee experience. And so as we transitioned our products to the cloud, that's where we're working towards as well from an it, it's all about innovation and fostering that ability for employees to create and do some amazing products. So many of those things I talked about like design thinking, uh, right down the playbook, what adobe does every day and does it affect the way in which you build, sorry, deploy products 92. Yeah, I mean fundamentally it comes down to those basics viability and the employee experience. And we've believe that by giving employees choice, we're enabling them to do amazing work. Rhonda, Maria, you obviously you were in the process of rolling out some our technology inside dxc. So I want to focus less on the internal implementation as much as what you see from other clients I shared sort of that mountain of harassed so much different disparate tools. Is that what you hear from clients and how are you messaging to them, what you think the future of the digital workspaces. And I joined partnership. Well Sanjay, your picture was perfect because if you look at the way end user compute infrastructure had worked for years, decades in the past, exactly what we're doing with vm ware in terms of automation and driving that infrastructure to the cloud in many ways. Um, companies like yours and mine having the courage to say the old way of on prem is the way we made our license fees, the way move made our professional services in the past. And now we have to quickly take our customers to a new way of working, a fast paced digital cloud transformation. We see it in every customer that we're dealing with everyday of the week What are some of the keyboard? Every vertical. I mean we're, we're seeing a lot in the healthcare and in a variety of verticals. industry. I'm one of the compelling things that we're seeing in the marketplace right now is the next gen worker in terms of the GIG economy. I'm employees might work for one company at 10:00 in the morning and another company at We have to be able to stand those employees are 10 99 employees up very 2:00 in the afternoon. quickly, contract workers from around the world and do it securely with governance, risk and compliance quickly. Uh, and we see that driving a lot of the next generation infrastructure needs. So the users are going from a company like dxc with 160,000 employees to what we think in the future will be another 200, 300,000 of 'em, uh, partners and contract workers that we still have to treat with the same security sensitivity and governance of our w two employees. Awesome. John, you were one of the pioneer and customers that we worked with on this notion of unified endpoint management because you were sort of a similar employee base to Vm ware, 20,000 odd employees, 1000 plus a and you've got a mixture of devices in your fleet. Maybe you can give us a little bit of a sense. What percentage do you have a windows and Mac? So depending on the geography is we're approximately 50 percent windows 50 slash 50 windows and somewhat similar to how vm ware operates. What is your fleet of mobile phones look like in terms of primarily ios? We have maybe 80 slash 20 or 70 slash 20 a apple and Ios? Yes. Tablets override kinds. It's primarily ios tablets. So you probably have something in the order of, I'm guessing adding that up. Forty or 50,000 devices, some total of laptops, tablets, phones. Absolutely split 60 slash 60,000. Sixty thousand plus. Okay. And a mixture of those. So heterogeneities that gear. Um, and you had point tools for many of those in terms of managing secure in that. Why did you decide to go with workspace one to simplify that, that management security experience? Well, you nailed it. It's all about simplification and so we wanted to take our tools and provide a consistent experience from an it perspective, how we manage those endpoints, but also for our employee population for them to be able to have a consistent experience across all of their devices. In the past it was very disconnected. It was if you had an ios device, the experience might look like this if you had a window is it would look like go down about a year ago is to bring that together again, this. And so our journey that we've started to simplicity. We want to get to a place where an employee can self provision their desktop just like they do their mobile device today. And what would, what's your expectations that you go down that journey of how quickly the onboarding time should, should be for an employee? It should be within 15, 20 minutes. We need to, we need to get it very rapid. The new hire orientation process needs to really be modified. It's no longer acceptable from everything from the it side ever to just the other recruiting aspects. An employee wants to come and start immediately. They want to be productive, they want to make contributions, and so what we want to do from an it perspective is get it out of the way and enable employees to be productive as And the onboarding then could be one way you latch him on and they get workspace quickly as possible. one. Absolutely. Great. Um, let's talk a little bit as we wrap up in the next few minutes, or where do you see the world going in terms of other areas that are synergistic, that workspace one collaboration. Um, you know, what are some of the things that you hear from clients? What's the future of collaboration? We're actually looking towards a future where we're less dependent on email. So say yes to that real real time collaboration. DXC is doing a lot with skype for business, a yammer. I'll still a lot with citrix, um, our tech teams and our development teams use slack and our clients are using everything, so as an integrator to this space, we see less dependent on the asynchronous world and a lot more dependence on the synchronous world and whatever tools that you can have to create real time. Um, collaboration. Now you and I spoke a little last night talking about what does that mean to life work balance when there's always a demanding realtime collaboration, but we're seeing an uptick in that and hopefully over the next few years a slight downtick in, in emails because that is not necessarily the most direct way to communicate all the time. And, and in that process, some of that sort of legacy environment starts to get replaced with newer tools, whether it's slack or zoom or we're in a similar experience. All of the above. All of the above. Are you finding the same thing, John Environment? Yeah, we're moving away. There's, I think what you're going to see transition is email becomes more of the reporting aspect, the notification, but the day to day collaboration is me to products like slack are teams at Adobe. We're very video focused and so even though we may be a very global team around the world, we will typically communicate over some form of video, whether it be blue jeans or Jabber or Blue Jeans for your collaboration. Yeah. whatnot. We've internally, we use Webex and, and um, um, and, and zoom in and also a lot of slack and we're happy to announce, I think at the work breakouts, we'll hear about the integration of workspace one with slack. We're doing a lot with them where I want to end with a final question with you. Obviously you're very passionate about a cause that we also love and I'm passionate about and we're gonna hear more about from Malala, which is more women in technology, diversity and inclusion and you know, especially there's a step and you are obviously a role model in doing that. What would you say to some of the women here and others who might be mentors to women in technology of how they can shape that career? Um, I think probably the women here are already rocking it and doing what you need to do. So mentoring has been a huge part of my career in terms of people mentoring me and if not for the support and I'm real acceptance of the differences that I brought to the workplace. I wouldn't, I wouldn't be sitting here today. So I think I might have more advice for the men than the women in the room. You're all, you have daughters, you have sisters, you have mothers and you have women that you work every day. Um, whether you know it or not, there is an unconscious bias out there. So when you hear things from your sons or from your daughters, she's loud. She's a little odd. She's unique. How about saying how wonderful is that? Let's celebrate that and it's from the little go to the top. So that would be, that would be my advice. I fully endorse that. I fully endorse that all of us men need to hear that we have put everyone at Vm ware through unconscious bias that it's not enough. We've got to keep doing it because it's something that we've got to see. I want my daughter to be in a place where the tech world looks like society, which is not 25, 30 percent. Well no more like 50 percent. Thank you for being a role model and thank you for both of you for being here at our conference. It's my pleasure. Thank you Thank you very much. Maria. Maria and John. So you heard you heard some of that and so that remember some of these things that I shared with you. I've got a couple of shirts here with these wonderful little chart in here and I'm not gonna. Throw it to the vm ware crowd. Raise your hand if you're a customer. Okay, good. Let's see how good my arm is. There we go. There's a couple more here and hopefully this will give you a sense of what we are trying to get done in the hybrid cloud. Let's see. That goes there and make sure it doesn't hit anybody. Anybody here in the middle? Right? There we go. Boom. I got two more. Anybody here? I decided not to bring an air gun in. That one felt flat. Sorry. All. There we go. One more. Thank you. Thank you. Thank you very much, but this is what we're trying to get that diagram once again is the cloud foundation. Folks. The bottom part, done. Very simply. Okay. I'd love a world one day where the only The top part of the diagram is the digital workspace. thing you heard from Ben, where's the cloud foundation? The digital workspace makes them cloud foundation equals a digital foundation company. That's what we're trying to get done. This ties absolutely a synchronously what you heard from pat because everything starts with that. Any APP, a kind of perspective of things and then below it are these four types of clouds, the hybrid cloud, the Telco Cloud, the cloud and the public cloud, and of course on top of it is device. I hope that this not just inspired you in terms of picking up a few, the nuggets from our pioneers. The possible, but every one of the 25,000 view possible, the 100,000 of you who are watching this will take people will meet at all the vm world and before forums. the show on the road and there'll be probably 100,000 We want every one of you to be a pioneer. It is absolutely possible for that to happen because that pioneering a capability starts with every one of you. Can we give a hand once again for the five customers that were onstage with us? That's great.
SUMMARY :
It's the life to have you all here.
SENTIMENT ANALYSIS :
ENTITIES
Entity | Category | Confidence |
---|---|---|
Michael | PERSON | 0.99+ |
Howard | PERSON | 0.99+ |
Maria | PERSON | 0.99+ |
Laura Heisman | PERSON | 0.99+ |
Laura | PERSON | 0.99+ |
Jamaica | LOCATION | 0.99+ |
Mark Falto | PERSON | 0.99+ |
David | PERSON | 0.99+ |
Dave | PERSON | 0.99+ |
Jeff | PERSON | 0.99+ |
John | PERSON | 0.99+ |
Jeff Frick | PERSON | 0.99+ |
Dave Valante | PERSON | 0.99+ |
California | LOCATION | 0.99+ |
2006 | DATE | 0.99+ |
2012 | DATE | 0.99+ |
Dan Savarese | PERSON | 0.99+ |
Compaq | ORGANIZATION | 0.99+ |
Joe | PERSON | 0.99+ |
EMC | ORGANIZATION | 0.99+ |
Paul Gillan | PERSON | 0.99+ |
Ron | PERSON | 0.99+ |
Jonathan | PERSON | 0.99+ |
Dell | ORGANIZATION | 0.99+ |
Cisco | ORGANIZATION | 0.99+ |
Rhonda | PERSON | 0.99+ |
Jonathan Weinert | PERSON | 0.99+ |
Steve Bama | PERSON | 0.99+ |
two | QUANTITY | 0.99+ |
two years | QUANTITY | 0.99+ |
Vegas | LOCATION | 0.99+ |
Bangalore | LOCATION | 0.99+ |
2009 | DATE | 0.99+ |
John Troyer | PERSON | 0.99+ |
Amazon Web Services | ORGANIZATION | 0.99+ |
Europe | LOCATION | 0.99+ |
India | LOCATION | 0.99+ |
2018 | DATE | 0.99+ |
Forty | QUANTITY | 0.99+ |
Monday | DATE | 0.99+ |
Mark | PERSON | 0.99+ |
September | DATE | 0.99+ |
San Francisco | LOCATION | 0.99+ |
Dave Matthews | PERSON | 0.99+ |
Adobe | ORGANIZATION | 0.99+ |
Sanjay Poonen | PERSON | 0.99+ |
Trevor Dave | PERSON | 0.99+ |
Ben | PERSON | 0.99+ |
1999 | DATE | 0.99+ |
VMware | ORGANIZATION | 0.99+ |
Jonathan Seckler | PERSON | 0.99+ |
Howard Elias | PERSON | 0.99+ |
16 acre | QUANTITY | 0.99+ |
10 | QUANTITY | 0.99+ |
80 percent | QUANTITY | 0.99+ |
Japan | LOCATION | 0.99+ |
200 acre | QUANTITY | 0.99+ |
BMC | ORGANIZATION | 0.99+ |
$50 million | QUANTITY | 0.99+ |
Nithin Eapen, Arcadia Crypto Ventures | Blockchain Futurist Conference 2018
>> Hi from Toronto, Canada. It's the CUBE covering Blockchain Futurist Conference 2018 brought to you by the CUBE. >> Welcome back to the live coverage. Day Two of the CUBE here in Toronto, Ontario in Canada for the untraceable Blockchain Futurist Conference wall-to-wall coverage Day Two. A lot of action going on. Tons of great content, tons of great after-hour networking. Just overall great vibe. In light of the market crashing, bitcoin stabilizing, some old coins getting crushed. We got it all covered for here. I'm John Furrier, your host for the CUBE, and our next guest is Nithin Eapen, who's the chief investment officer of Arcadia Crypto Ventures. Arcadia Crypto Ventures, welcome to the CUBE, good to see you. >> Hey good to see you too John. Thank you for having me here. >> Keep alumni in the know. Okay. So first of all, you're an investor in crypto. Everyone's running for the hills. A dip is happening, a crash, or some will say. Your perspective, what's happening in the market? >> See, happening in the market. So typically just like in any asset class, there was a huge run-up that happened very quickly. It didn't go up slow, alright? And the geeks were in early, the libertarians came in after that, then there were speculators. And the retail market also came in, and they all came in together for let's say the December after the November Thanksgiving week and everybody learnt about cryptos, they came in. Alright, the next set of guys haven't come in. Alright? So there's nothing for them there. Nobody's holding them there. And there were expecting the institutional investors to come in and that hasn't happened due to custody problems, ETF problems and all that stuff. Alright, it started going down. The weak hands are falling. The weak hands are keeping on falling and as with any technology, any bubble of people have come in, now they feel that okay the world is coming to an end and they are selling all their stuff. All the ICOs that have raised money in Ether, selling the Ether. All this together is pushing it down, and everybody's waiting for that next set of investors, or the, every 10 X, I mean, an asset goes up, there's a new set of guys who are supposed to come in, and this time it hasn't come in and we're waiting for that. >> You're on the panel here at the event. A lot of different panels, but one panel I watched you were on, you talked about the token model, people were holding Ether. It's kind of a debate, you know, and Bradley Rotter, another investor was saying, hey, there are too many tokens out there. You had different perspective, but one of the things I wanted to get your reaction to is that people who held on to the Ether lost their runway and it creates a harder road to hold. So people were converting to Fiat. This is a big issue. How are we going to get by this? This whole lot of Ether, more people are going to come in. The dynamics of investing in this token model, has it changed? How are you looking at it, and I'd say, how do you help startups? >> So regarding a lot of tokens, first thing is there are a lot of tokens out there. See that is going to happen. It's just like in the 1999, okay, a lot of websites and a lot of Internet companies, pet.com, everybody's an Internet company. Same way, everybody is a token. 95 to 99 percent of them are going to go away and the good ones will rise from those ashes, okay. Now regarding runway, a lot of these projects have pretty much raised enough money for 50 years of runway. So it has crashed one-fifth, okay, they have 10 years worth of runway. Typically, in the olden days, a small company with an idea or a MVP was max going to raise one million to two or three million, alright? And all of them anyway have that even after Ether has crashed. I'm saying, just don't panic okay? You still have 10 years worth of runway. Utilize that, build upon it because the high period may be over where you can just raise money on a white paper. You've got the money, build yourself. You promised your real investors I'm going to build this great thing. So this is where we're going to see the great founders to the average and the bad ones where they've hit a wall, they don't know what to do, they'll fold their hands and walk away. Really good founders, they're resilient. They will, no matter how hard they're pushed to the wall, they're going to come up with the product, you see, and they're going to try to meet customer demands. They're going to get through the feedback loop, check what the customer wants and start delivering it. >> So basically what you're saying is there's so much money being raised, and I agree with you by the way. If you go the classic venture capital route, if you had a Powerpoint or prototype or even a working product with recurring revenue, your serious preferred stock financing will be anywhere from three to 15 million. >> Oh my god. And that's high end. >> That's a high end. >> 15 million will be on the high end. Some cases are raising 50 million, some cases 70 plus million, so even if you cut that in half, it's still a better outcome on the first round. I agree at that, so I think that's interesting. The other one that you mentioned is that things are dynamic, that we're seeing here at the show is in the hallways, everybody's talking about flight-to-quality. And I was talking yesterday on the wrap-up of Day One that you can tell the good deals from the bad deals by is the venture architecture working for the coin, or is the coin working for the venture architecture. And so this flight-to-quality combined with how people are optimizing their build up is critical. >> Yes. >> Talk about some things that you're seeing with this flight-to-quality. Is there anything in particular? Is it blockchain? Is it token economics? Where's the quality deals from your perspective? >> I feel quality lies in the founder of this. The founding team, because the idea, if you really ask me what is an idea here? An idea is just like mental masturbation. Guys who sit there can come up with so many ideas. That's what ideas are, okay? Now taking these ideas to fruition, like building it. There's a capital raising part, okay? Now a lot of people are good at capital raising. They're raising money and a lot of capital coming in. That's awesome because you need capital to attract talent to the space because a lot of talent who are maybe in astrophysics or in mechanical engineering, you want that talent to come here and come with ideas and build the stuff. Okay, the capital has come in. Now once the capital has come in, you really have to build the stuff. Even after you build the stuff, you have to go find the customer right? You have to go and acquire customers and all these three things coming together are so hard in reality. And that's why the venture capital always give a little bit of money to make sure that these guys are not wasting the whole thing away, right? >> Well, the other thing I want to get in touch, get on to you is here is that, in the old days, Silicon Valley, you got to move there, the VCs were there. Now, talking about the global phenomenon, the capital formation is both inside the United States and outside the United States. Certainly inside the United States, you're starting to see the formation around traditional structures, security token, which is more like, it feels like a security, a more preferred financing model. Equity's now involved. Outside United States, a booming utility token market. Your thoughts on how that's progressing, still open, still crazy? What's your thoughts? >> So the capital model, the beauty that has happened today is, earlier, you had to pitch to two hundred VCs or three hundred VCs to get one guy to put money into it. Most of the time, they'll be wasting your time, alright? So you had to go to them to get a million. And you didn't have any other option. You couldn't get it from a small enthusiast of your project to give you five hundred bucks or a thousand bucks. So now, you have that option, okay. Now that option is being cut by regulation, by the STC and people like that coming in saying, oh you can't do that, it has to be a security token. Alright, let's make it a security token. The moment you make it a security token, my question is, can you raise money from outside? Are you stopping that? Then again it doesn't really make sense. You're cutting the small investor, the chance for him to buy into a good, okay? It was only the VCs like Sequoia, or somebody like that, who could access a deal like Google. Now we have a chance for something like Google to come up with the common man whose putting five hundred, like Ethereum. There was no venture capitalist or Wall Street who got involved in Ethereum. The real money was made by very common people who supported a decentralized world computer. >> All CVCs get it now, market entries or whoever's getting involved, starting to see VCs dabble in there. Has that changed the investment dynamic at all? >> It has because the VCs, they have this feeling they've missed out, right? So now they're putting in five and 10 million dollars into a project, valuing a project to three hundred million. It changes the dynamics because now all these guys, like, there are so many projects that are raising like a hundred million because the VCs, all these private investors, are giving 10, 15, 20 million. Like recently for example, they've raised a 300 million dollar fund. They can't invest 10 thousand to 50 thousand to 100 thousand, right? They have to push 10 million to manage the money. That is skewing stuff, and I personally am not very interested in those kinds of projects, because it's without a community power at that time, so I don't know how the token economics is going to be fruitful for the second investor, the third investor. >> And Block Tower, we found out yesterday, is also investing in putting a fund together, a venture fund. It's interesting. We'll see how that shakes out. One thing that is going to change is the dynamics. You mentioned community, obviously, a big part of that. Big community here at the Futurist event, Toronto. So they've got a Canadian culture, a lot of Ethereum DNA in this area. What are you hearing at this event? What are some of the things that you're hearing in the hallways? You've obviously been on some panels at this event, and you're highly networked. What are you hearing? What's, with your ears to the ground, what's it telling you? >> You were talking about Block Tower, yes, they're doing a venture fund. It's great. He's a very very smart investor and they're going to do very well. On the ground, so most of the questions right now are coming, so we've reached the point that okay, we have built up the blockchains or the bit coins. We want it to be faster, alright? Everybody's looking for scalability. Who can bring scalability? The EOS guys are out there. They are saying they can do, you know what, five thousand or 10 thousand or 100 thousand transactions per second. So scalability is a very very big thing. I personally consider something like interoperability, bigger. Interoperability in the sense, alright, so now you have these multiple chains. It's just like multiple types of phones. Now imagine you had an AT&T phone and you couldn't call the Verizon phone customer, alright? We're at that point. We have all these chains, there's Ethereum, there's One Chain, there's EOS. Okay, I've built, let's say, a distributor app, let's say it's a poker app on Ethereum. But I can't play with the guy who's on EOS right? What if he also wants to play poker in this poker app? Is there somewhere we can make this integrate and interoperable? Now to make it interoperable, now we have, if we go into details, there are assets, there are tokens on both sides. How can we transfer tokens from one chain to the other chain making sure there's no double-spend happening? >> I mean there's two things. That was the consumability, making it easy to use, one. And two, I think you're right on. Interoperability's huge. You got to have that. >> Interface, as you said. Interface is big. To make it simple, it's still the geeks. In geeks, a lot of people are using command lang prompts. You can't expect the common man sitting at home. It's just like email. Email was there from 1978. It's only when all these tools like, beginning '94, and the browser came in, that people started using it. So those things have to come in. >> A lot of work's got to get done. So many on the blockchain side. Well, great to have you on. Good to see you. Congratulations on your panels and this afternoon, you're doing a good job. Thanks for coming on. I appreciate it. >> Thank you so much, John. >> Any predictions by the way? >> Predictions, I don't know, I'm not a predictions guy. I just go with the market. >> Price of bitcoin 20 thousand? >> Oh I never get into those predictions. I never want to get it. I think that it's possible that the bear market can continue for a longer time based on the fact that the newer money cannot come in. It has happened before. Bitcoin has fallen so many times at the 70, 80 percent range and then it stayed stagnant for a year before the next round up came. >> And certainly we got work (inaudible). Thanks for coming on. Keep coverage here live in Toronto, Ontario. Keep coverage here with the untraceable Blockchain Futurist Conference here of two days. Day Two, keep coverage. We're back after this short break. Thanks for watching. (electronic music)
SUMMARY :
brought to you by the CUBE. Day Two of the CUBE here in Hey good to see you too John. Keep alumni in the know. And the geeks were in early, You're on the panel here at the event. and the good ones will rise and I agree with you by the way. And that's high end. by is the venture architecture Where's the quality deals and build the stuff. and outside the United States. the chance for him to Has that changed the It has because the VCs, What are some of the things Interoperability in the sense, alright, You got to have that. and the browser came in, So many on the blockchain side. I just go with the market. that the bear market Conference here of two days.
SENTIMENT ANALYSIS :
ENTITIES
Entity | Category | Confidence |
---|---|---|
John | PERSON | 0.99+ |
Verizon | ORGANIZATION | 0.99+ |
five | QUANTITY | 0.99+ |
Arcadia Crypto Ventures | ORGANIZATION | 0.99+ |
Nithin Eapen | PERSON | 0.99+ |
10 | QUANTITY | 0.99+ |
10 thousand | QUANTITY | 0.99+ |
50 years | QUANTITY | 0.99+ |
10 years | QUANTITY | 0.99+ |
1978 | DATE | 0.99+ |
five thousand | QUANTITY | 0.99+ |
AT&T | ORGANIZATION | 0.99+ |
United States | LOCATION | 0.99+ |
John Furrier | PERSON | 0.99+ |
United States | LOCATION | 0.99+ |
one million | QUANTITY | 0.99+ |
10 million | QUANTITY | 0.99+ |
two | QUANTITY | 0.99+ |
ORGANIZATION | 0.99+ | |
10 thousand | QUANTITY | 0.99+ |
Bradley Rotter | PERSON | 0.99+ |
three | QUANTITY | 0.99+ |
20 thousand | QUANTITY | 0.99+ |
300 million | QUANTITY | 0.99+ |
50 thousand | QUANTITY | 0.99+ |
1999 | DATE | 0.99+ |
three million | QUANTITY | 0.99+ |
Fiat | ORGANIZATION | 0.99+ |
third investor | QUANTITY | 0.99+ |
two things | QUANTITY | 0.99+ |
five hundred bucks | QUANTITY | 0.99+ |
CUBE | ORGANIZATION | 0.99+ |
yesterday | DATE | 0.99+ |
second investor | QUANTITY | 0.99+ |
Toronto, Canada | LOCATION | 0.99+ |
15 million | QUANTITY | 0.99+ |
100 thousand | QUANTITY | 0.99+ |
both sides | QUANTITY | 0.99+ |
50 million | QUANTITY | 0.99+ |
first round | QUANTITY | 0.99+ |
Toronto | LOCATION | 0.99+ |
two days | QUANTITY | 0.99+ |
Block Tower | ORGANIZATION | 0.99+ |
Toronto, Ontario | LOCATION | 0.99+ |
70 plus million | QUANTITY | 0.99+ |
Sequoia | ORGANIZATION | 0.99+ |
99 percent | QUANTITY | 0.98+ |
December | DATE | 0.98+ |
three hundred million | QUANTITY | 0.98+ |
five hundred | QUANTITY | 0.98+ |
Silicon Valley | LOCATION | 0.98+ |
both | QUANTITY | 0.98+ |
one chain | QUANTITY | 0.98+ |
one-fifth | QUANTITY | 0.98+ |
Blockchain Futurist Conference | EVENT | 0.98+ |
one | QUANTITY | 0.97+ |
a thousand bucks | QUANTITY | 0.97+ |
today | DATE | 0.97+ |
a million | QUANTITY | 0.97+ |
Blockchain Futurist Conference | EVENT | 0.97+ |
10 million dollars | QUANTITY | 0.96+ |
Day Two | QUANTITY | 0.96+ |
one panel | QUANTITY | 0.96+ |
Blockchain Futurist Conference 2018 | EVENT | 0.96+ |
15 | QUANTITY | 0.96+ |
pet.com | ORGANIZATION | 0.96+ |
70, 80 percent | QUANTITY | 0.95+ |
Day One | QUANTITY | 0.95+ |
two hundred VCs | QUANTITY | 0.95+ |
'94 | DATE | 0.94+ |
three things | QUANTITY | 0.94+ |
this afternoon | DATE | 0.93+ |
first thing | QUANTITY | 0.93+ |
too many tokens | QUANTITY | 0.92+ |
95 | QUANTITY | 0.92+ |
One Chain | QUANTITY | 0.91+ |
hundred million | QUANTITY | 0.91+ |
three hundred VCs | QUANTITY | 0.9+ |
one guy | QUANTITY | 0.9+ |
Ether | ORGANIZATION | 0.89+ |
Blockchain Futurist Conference 2018 | EVENT | 0.89+ |
Kirtida Parikh | Corinium Chief Analytics Officer Spring 2018
(upbeat music) >> From the Corinium Chief Analytics Officer Conference, Spring, San Francisco. It's theCUBE! (computerized thrum) >> Hey, welcome back everybody. Jeff Frick here with theCUBE. We're in downtown San Francisco at the Corinium Chief Analytics Officer event in Spring 2018. Really, a ton of practitioners for such a very small event. Super, super intimate, super, super customer stories and practitioners, so we're really excited to have our next guest. She's Kirtida Parikh, she's the Head of Enterprise Business Analytics for Silicon Valley Bank. Welcome. >> Thank you. Good to be here. >> So, what do you think of the show? It's kind of an interesting little event. >> I personally do think that they do an amazing job of organizing this particular event, and out of all the events throughout the year I try to choose and come to this event. >> Right, very good. So, you were just on a panel. >> Kirtida: Yes. >> With a bunch of practitioners. For the folks that didn't attend the panel, what were some of the interesting things that came out of it? Some surprises? >> I think one of the main surprises that I had as one of the panel members is the audience, and the audience actually did say that not 99% of the people have issues working with other virtual teams within the bank, or within their own organization. And many people have tried to figure out how to work together, and that was a very pleasant surprise to me. >> And they're working better together. >> Absolutely. >> From what you said before we turned on the cameras. >> It's a higher productivity when you try to work things out together. >> What's going to happen to shadow IT if the IT department is suddenly easier to work with? >> (laughing) Well, I don't think it is either the department or a person that is difficult to work with. It's, I think, more of a clash of cultures between the two groups. And IT does need, for their own right reasons, to have a process in place and go by the rules so that they can keep the company safe from compliance and regulation perspective. >> Right. >> Whereas analytics, by nature, needs to be creative and has to focus on time to market. And they have to be agile and work really fast enough, and so they can't have the bandwidth to follow the process. So it's more of a clash of two cultures. >> Jeff: Right. >> And I think we need to open up the boundaries and think about virtual efforts to be able to get something done. >> That's interesting, because we always talk about people, process, and tech. And they're called "tech conferences," they're not called "process tech conferences." >> Yeah. >> And so there's a lot of focus on the technology and the new shiny object. >> Mm-hmm (affirmative). >> Whether it's Hadoop, or big data, or Spark, or, you know, all this fun stuff. But as you just said, really, the harder part is the people and the process. >> People. >> And as you just said, culture really is derived from the processes and the responsibilities that you have under your jurisdiction, I guess, so. >> Absolutely. And I personally feel technology is not an end by itself. It's a means to an end. >> Right, right. >> And so the success of a company is how you embrace. How people embrace technology leads to results. >> Right. >> It's neither technology nor people on their own, it's how they embrace technology is what leads to success. >> So I wonder if you can share some insight from your experience at Silicon Valley Bank? You're the head of the analytics group. You know, banks are interesting to me because banks have been data-driven forever, right? >> They have to be. >> There isn't really any money in a room somewhere. It's numbers on a page and numbers on a database. >> Kirtida: Mm-hmm (affirmative). >> And all your products are pretty digital, so, when you start to bring more advanced analytics and you try to change the culture a little bit and run it through the, overused, "digital transformation." What are some of the things you're looking at? How are they transformational? What's kind of the acceptance in the broader team, as you said, when there can be some culture clash, and you have regulation and you're a regulated industry and there's real issues and barriers that you have to overcome? >> Right. So, barriers are always there in any organization, in any industry, particularly when you are introducing a totally new way of making decisions. And when the company is very successful based on making intuition-based decisions, it's hard for you to sell the idea that, no, I can give you information, and that will expedite your decision-making process. So, I think when I joined the bank, I didn't realize, but 99% of my job was to be the change agent. (laughing) >> (laughing) Not an easy job. >> And a storyteller. >> Right, right. >> Because unless you tell the story and sell the idea, you are not able to bring the change. >> Jeff: Right. >> So, yes, there are barriers, and there are always going to be barriers. But I personally like challenges, so I embrace the challenges and try to overcome. So what I ended up doing is, I started thinking about where can I have IT add value, and where are the opportunities where I can value them? So instead of me going to the business and talking to them about what we can do together, I brought that team member along with me. So that visibility and transparency made them feel valued, and they were more than willing to partner with me, and so that changed the landscape to work with IT. But on the other hand, from the business side, I personally think that unless you have one or two examples, and one of my first examples was a business process. And it used to take a number of hours, and I reduced it to leave it only 10% of that time. And they said, oh, wow, that does make sense. What can we do more? Can we partner on this? So initially, first quarter, I had 20 questions and requests, and the second quarter... First whole year we had only twenty questions and requests, and the following quarter we had 200 of them. >> Wow. So when you're looking for an opportunity to apply your skills, your knowledge to bring some change to your organization, how much of it is you kind of searching for inefficiencies, say in the internal business process, versus maybe a business stakeholder saying, wow, you know, if we could only do X. Or I have this problem, can you help me find the root cause? Silicon Valley Bank's such a unique institution, because it's got a couple of segments that it really focuses on. >> Kirtida: Mm-hmm (affirmative). >> Obviously in tech, a little-known wine business. I think you guys do a lot of investing there. >> Yes. >> Because tech guys like to open wineries. >> Tech banking. >> (laughing) So you've got some really small specialty segments. So how did you find some of those early opportunities? >> You see, when you do something and it's successful, it's a two-edged sword. Things keep coming, and the demand grows exponentially fast, it's an exponential growth rate. So what we had to do was really focus on what matters the most, and that came only from two-way communication with the business as well as with the executive team. So if the executive team, we realize that this is the revenue-generating opportunities, here is where we can make a difference, we focus on it and show them the value. Or, if it is a process that really needed some attention, and we could benefit from cost effectiveness, so there was kind of an RY framework where we focus on it. But, to be very honest, we didn't have to look far to look for opportunities, just because revenue is the main focus for business as well as executives. >> Right, right, right. >> So it was a two-way communication that helped us really identify, but I didn't have to hunt for opportunities because, you know, that's where your experience come into play. >> Right, right. So, I'm just curious on the revenue side, the question always comes up, how do I get started, how do we get started, how do we get early wins to build momentum in my company? So was it customer retention, was it cross-selling? I mean, what were some of the things that you saw that were revenue-tied, and everybody likes being tied to revenue, where you thought you could have some success? >> So, my idea of really making a difference is very simple. What does the business focus on? How does a bank operate? They have to get new clients, and increase the size of the cake, or the size of the clientele that they have. So, acquisition is one area. >> Jeff: Okay. >> The second is, once you have them, how can you have them deepen their relationship with you so that the switching cost to another bank is higher? >> Jeff: Right. >> And the third is, once they're with you, you also want to retain them in many different ways by increasing client satisfaction. And then, of course, cost effectiveness. How do you plan your staffing needs and capacity? So, I started in each of those areas at least taking up one or two business questions and showing them the value. And now it's covering all those spectrum of businesses. >> That's great. So now you've got more inbound opportunities for places to apply your analytics than you probably have people to apply them. (laughing) >> (laughing) Yes. That's a good problem to have. >> That's a good problem to have. Well, I'd just love to get your take, too, on kind of the higher level view of the democratization of the data. Of the data itself, of the tools to operate the data, and then, of course, hopefully if you've democratized the access and the tools, hopefully when somebody finds something, they actually have the power to implement it. So how have you seen that environment change, not specifically at Silicon Valley Bank, but generically over the last couple years within your career? >> Well, I personally think that, in my career, in different organizations, democratization is a necessity. It's no longer a topic of discussion. It is something you have to do. Because analytics in general is an enabler community, and you can have as many enablers as you have the people who are users. So, how do you really create analytic center of excellence by giving them the ropes and tools to fish for themselves, or to find their own insights and create their own stories. >> Jeff: Right. >> So what I did, and this worked really well, is create a virtual team of analytic center of excellence where it's not only my team members, but it's some other pockets of analytics teams, but at the same time, the users themselves. >> Jeff: Right. >> And they become the advocates of what you do, and as far as tools are concerned, you know, we used to have an era where you have IT control tools to be able to democratize and give the insights, and now it is user-driven tools. So we did move from one end of the spectrum to the other end of the spectrum, so that it becomes easy for the user to actually grasp the insights. >> Right, right. And still maintain control and governance and all that kind of stuff, yeah. >> Oh, yeah. Security, information security control is a big one, and we can maintain that. >> Right, right. >> And as far as the governance and the data, I mean, they're not pulling their own definitions and other things. It's based off of information foundation, which is solid and scalable. >> Which is solid. Okay, so, going to give you the last word. You've said the word "story" at least four times. >> Uh-huh. (laughing) >> Maybe more since we sat down, we'll have to check the transcript. I wonder if you could expand a little bit on how valuable storytelling is in this whole process. I think it gets left off a lot, right? >> Mm-hmm (affirmative). >> People want to focus on the math and focus on the technology, and focus on the wiz-bang and the flashing lights and the datacenter, but you keep saying "story." Why do you keep saying story? Why is story so important? >> You have multiple stakeholders. First thing is the executive team, they do not have the time. I mean, they are focusing on so many different aspects that they don't have the time enough for anybody to go through the whole textbook, or whole chapter. So if you can tell them story in 30 seconds in an elevator, or three minutes in a hallway, and then request for 30 minutes, you are bound to get some time with them. And in that short time, would you rather show them the value that you can bring to the table, or would you show them how the sausage is being made? >> Jeff: Right. >> And so that's where one type of storytelling is important, to sell the idea. The second is the working team, who we are working with. And I have seen that unless you tell your story and sell the story, you can't get their buy-in, and the virtual team effort that I was talking about fails miserably. So that's another area where you need to tell the story. >> Jeff: Right. >> And the third is, once you have an analytic product, then how do you get adopters? So to tell the adopter what is in there for them is a storytelling too. >> Right, right. Small detail. >> Yeah. >> Actually getting people to use it for their benefit. >> (laughing) >> All right, well I think this is so important, because as you mentioned a number of times, it's about people, and people working together, teams working together in this collaborative effort to make it happen. As somebody else said, it's a team sport. >> And you know, the interesting that I have seen is now that I come to these conferences, there are five people, at least, in different five companies, they said they've hired a journalist on their team because they realized the storytelling is so important. >> Jeff: Really? >> Yeah, so the hybrid function analytics, we say, requires data engineers, data scientists, statisticians, communicators, storyweavers and tellers, which is a journalist, and then a change agent and project manager. >> That's why they bring theCUBE. >> (laughing) >> Trying to tell the story. So, thank you for sharing your story. >> Thank you so much. >> We really appreciate the time. All right. >> Kirtida: Take care. >> You're watching theCUBE from the Corinium Chief Analytics Officer Summit in San Francisco. Thanks for watching. (computerized music)
SUMMARY :
From the Corinium Chief Analytics Officer Conference, We're in downtown San Francisco at the Good to be here. So, what do you think of the show? and out of all the events throughout the year So, you were just on a panel. For the folks that didn't attend the panel, and the audience actually did say that And they're working It's a higher productivity when you try to the department or a person that is difficult to work with. and so they can't have the bandwidth to follow the process. And I think we need to open up the boundaries And they're called "tech conferences," and the new shiny object. is the people and the process. that you have under your jurisdiction, I guess, so. It's a means to an end. And so the success of a company is how you embrace. it's how they embrace technology is what leads to success. So I wonder if you can share some insight It's numbers on a page and numbers on a database. and you have regulation and you're a regulated industry I can give you information, and that will you are not able to bring the change. and so that changed the landscape to work with IT. how much of it is you kind of searching I think you guys do a lot of investing there. So how did you find some of those early opportunities? So if the executive team, we realize that this because, you know, that's where and everybody likes being tied to revenue, of the clientele that they have. And the third is, once they're with you, for places to apply your analytics than you That's a good problem to have. So how have you seen that environment change, and you can have as many enablers as you have but at the same time, the users themselves. And they become the advocates of what you do, and governance and all and we can maintain that. And as far as the governance and the data, Okay, so, going to give you the last word. (laughing) I wonder if you could expand a little bit on and the flashing lights and the datacenter, the value that you can bring to the table, So that's another area where you need to tell the story. And the third is, once you have an analytic product, Right, right. because as you mentioned a number of times, And you know, the interesting that I have seen Yeah, so the hybrid function analytics, we say, So, thank you for sharing your story. We really appreciate the time. the Corinium Chief Analytics
SENTIMENT ANALYSIS :
ENTITIES
Entity | Category | Confidence |
---|---|---|
Jeff | PERSON | 0.99+ |
Kirtida | PERSON | 0.99+ |
Kirtida Parikh | PERSON | 0.99+ |
Jeff Frick | PERSON | 0.99+ |
one | QUANTITY | 0.99+ |
20 questions | QUANTITY | 0.99+ |
200 | QUANTITY | 0.99+ |
30 minutes | QUANTITY | 0.99+ |
30 seconds | QUANTITY | 0.99+ |
three minutes | QUANTITY | 0.99+ |
five companies | QUANTITY | 0.99+ |
two groups | QUANTITY | 0.99+ |
five people | QUANTITY | 0.99+ |
99% | QUANTITY | 0.99+ |
Spring 2018 | DATE | 0.99+ |
two-way | QUANTITY | 0.99+ |
Corinium | ORGANIZATION | 0.99+ |
twenty questions | QUANTITY | 0.99+ |
third | QUANTITY | 0.99+ |
two examples | QUANTITY | 0.99+ |
two cultures | QUANTITY | 0.99+ |
San Francisco | LOCATION | 0.98+ |
each | QUANTITY | 0.98+ |
Silicon Valley Bank | ORGANIZATION | 0.98+ |
second | QUANTITY | 0.98+ |
first examples | QUANTITY | 0.97+ |
10% | QUANTITY | 0.96+ |
Corinium Chief Analytics Officer | EVENT | 0.96+ |
First thing | QUANTITY | 0.95+ |
one area | QUANTITY | 0.95+ |
two business questions | QUANTITY | 0.94+ |
Corinium Chief Analytics Officer Summit | EVENT | 0.91+ |
theCUBE | ORGANIZATION | 0.88+ |
two-edged | QUANTITY | 0.88+ |
First whole year | QUANTITY | 0.87+ |
one type | QUANTITY | 0.87+ |
first quarter | DATE | 0.86+ |
one end | QUANTITY | 0.82+ |
least four times | QUANTITY | 0.82+ |
Chief | PERSON | 0.81+ |
one of the panel members | QUANTITY | 0.78+ |
Spark | TITLE | 0.76+ |
Officer | PERSON | 0.74+ |
last couple years | DATE | 0.63+ |
Hadoop | TITLE | 0.6+ |
second quarter | DATE | 0.59+ |
Enterprise Business Analytics | ORGANIZATION | 0.51+ |
Spring | LOCATION | 0.45+ |
Ratmir Timashev, Veeam | VeeamON 2018
>> Announcer: Live from Chicago, Illinois. It's the Cube, covering Veeamon 2018. Brought to you by Veeam. >> Welcome back to Chicago everybody, this is the Cube, the leader in live tech coverage. My name is Dave Vellante, and I'm joined by my co-host Stewart Miniman, Ratmir Timashev is here, he's the cofounder of Veeam and in my opinion, the man who brought Veeam into the modern era, created the persona of Veeam, allowed it to punch above its way, Ratmir thanks for coming back in the Cube, great to see you again. >> Thank you Dave, thanks. >> So congratulations on another kickoff to another great event, you painted Chicago green. Love it, first of all how do you feel. >> Fantastic, awesome. It's great being here, great city, the weather is finally nice, so spring is here finally, so we are great time. >> Yeah we had a little trouble getting in, but everybody's here, everybody's here safely which is the most important thing. I want you to talk about the evolution of Veeam, you started out as a virtualization specialist, generally VMware specialists, especially focusing on small business. We used to see you everywhere, now you're extending into the enterprise. What's that all about, what's the vision, give us your perspective. >> You're absolutely right, Veeam started with the single focus to be the best for VMware, for VMware, data protection, cap replication, and we started as the easy to use, simple, powerful solution for SMB, moved into mid-enterprise and now we added lots of enterprise features, and moving into the large enterprise. And last year was really the most important and most successful year, 2017, in the history of Veeam, so we finally admitted that we'd be lying to our customers for 10 years. >> Dave: You've been lying? >> Yeah, we've been lying. >> What do you mean by that. >> For 10 years we've been saying, Veeam is VMware only, Veeam is high B only, we will never do physical. So last year we introduced the comprehensive M2M platform to do everything, virtual, physical, and cloud. So we integrated our agent-based technology into our flagship product, to provide a single panel blast to manage all your data across the cloud, M2M. >> Why lie for a decade? >> That's a good question. You know, when you deal with sales people, smart sales people, they constantly ask you, hey, when I will do that, I will go and do physical, I was going to do physical. You have to tell them no, never, because once you say yeah, we will do physical, the next question is when. >> Dave: Yeah, when can I sell it, right. >> So we don't want to give our sales people an excuse to lose a deal because we've got the best virtual, go and sell the best virtual, and make our customers happy. >> You don't want to head fake the customers either. >> Maybe explain, what were the core principles back from the early days that are still holding true, what is the same and what's different now that you're doing cloud and virtual. >> Again, the core principle. >> Stu: Or physical, I should say. >> For principle, again, in terms of the product design, think customer first, make it easy for the customer and really stick to your core customer, that customer that is using your product every day. So make it easy, powerful, and affordable. That was our core principles in designing the product, and the whole business model behind Veeam. >> Talk about the metrics a little bit. Stu and I were talking at the open, 820 some odd million in booking, so you can see a billion dollars. We said, software companies that are a billion dollars are few and far between so that's a huge milestone if and when you hit that. But talk about that and the growth, share with us whatever metrics you can. >> Again, 2017 was one of the most successful years in our history, yeah, like you mention, we recorded bookings revenue of 830 million and that was 36% growth. Actually, our growth is accelerating as we become bigger. So we just celebrated 300,000 customers, we are adding 4,000 new customers every day, and Peter Mackay, our president and co COO mentioned this morning at the keynote, that we're adding 133 customers every single day, so that's very impressive. >> Yeah, it's awesome. So yeah, just to give you a sense, 300,000 customers, VMware, who basically owns the enterprise, says slightly over half a million customers. >> So we probably are on 50% of VMware, so we own 50% of VMware market in terms of data protection. >> So one of the challenges that we mentioned upfront was okay, so you drove a truck through the opportunity when virtualization VMware came in, and a lot of the incumbents were caught flat footed. They didn't have the architecture, they didn't have the go to market, et. Cetera. Now things are changing, moving to cloud, moving to this digital world, how does Veeam retain its edge in that new world. >> That's an excellent question, so that's the big opportunities that we see for the next five years. So we won the first battle, the battle of on pram, highly virtualized modern data center. We are the leader, we are number one data protection and ideal ability for that market, right. So the next battle, the next opportunity that we see for the next five years is to dominate the, what we call intelligent data management market in the multi cloud world. So we have to think how we approach that, once you win the market, like there is a saying, the winner takes it all. Once you win the market, you are going to dominate that, so for us the next two or three years are the most critical in dominating this multi cloud world for the next decade. >> Ratmir, I'd love to hear, you wrote that virtualization wave, which really was about creating virtualization admin, huge shift going from silos to admins. And we're seeing that change from architects in the cloud and the like, talk to, who you're selling to, and the partners that you have to grow. There's just so much change happening in that kind of environment. >> Yeah we see the change as we are moving from VMware administrator, so originally the product was designed for VMware administrator, now we are moving to the infrastructure person that is responsible not just for private part of your infrastructure, but for the multi cloud strategy, which includes the public cloud, SAS, physical servers, everything than an enterprise has as far as the infrastructure. >> Okay, so I want to go through just a couple of things that we talked about earlier and get your reaction to this. So some of the things that we've seen in our research is that data protection and orchestration are becoming much much more important in the list of CXO concerns. And that's something that your messaging is going after. But there's a dissonance between the business expects out of data protection and what IT is actually delivering, and I wonder if you can comment on that. >> Sure, so yeah, we are introducing our new message. So our previous message was focused on VMware administrator, now we are moving into the enterprise, and our message is about the importance of data. We see the three characteristics of the modern data, hyper critical, hyper sprawled, and hyper growth. So this leads to the need of creating a new type of solution what we call is intelligent data management solution. To manage the hyper available enterprise. So we're using the word hyper a lot because the data is now hyper critical, it's over distributed, hyper distributed, and is growing exponentially. That's part of our new message, that as we go into the C level people, about how important this data, and what with all the things that going on, in terms of the security compliance and how we're going to extend this platform to solve other business issues and provide more value and more business outcomes of using your late. Veeam's emporium has grown within this enterprise customers. However, as we mentioned, we are moving further, we are not standing still, so we have added lots of capabilities in terms of protecting cloud, native cloud, AWS, Azure, as well as a physical servers. So we are moving more into the end to end strategic data management platform provider from being just a niche point solution. >> I want to give you another stat that came out of our research, which I think you'll love, is that our David Foyer calculated that on average, a Fortune 1000 company over I think a three or a four year period, loses about a billion and a half dollars in value because of poorly architected data protection approaches, whether it's they're not end to end, or they're not protecting their cloud data properly, or they're not doing, whether it's backup or disaster recovery properly, well over a billion dollars over a four year period, your thoughts. >> Yeah, that's similar to what our research shows as well. So we do annual research and ask all customers how much down time and data loss costs them annually or through hour, that research shows that average enterprise can lose as much as over 10 million dollars per hour, so if you add it up over four years, that might be close to that number. But with all the compliance and the new security risks and security threat, and reason where this is becoming more and more of a critical business critical problem to solve. >> So this is a huge opportunity for Veeam, because when you think about your total available market, what a lot of time analysts will do is they'll add up all the spending on let's say data protection solutions, but to me your tam is actually quite a bit larger because of this lost revenue opportunity. It's many tens of billions, maybe 30 to 50 billion, I don't know if you have any thoughts on that. >> Yeah definitely, so data protection is just part of that core market right, so that data management is much bigger, by data management we mean not just the protection of data, but using this data to help businesses, to accelerate the innovation rate, so to reduce risk, to comply with the new regulations. So all these challenges are much bigger part of not just the data backup and recovery, overall data management market which is much bigger and probably is larger than 20, 30 billion range. >> So okay, so you have 2,500, 3,000 of your favorite people here gathered this week. As always I expect that you're going to have a big sendoff, a big party, what can we expect this week. >> As always, that's part of the Veeam culture, is work hard, play hard, and so Veeam is known for having the best parties. Yeah we, now Peter runs the company day to day, but culturally we still remain young entrepreneurial spirited company right, so we like party and we like to work hard. >> Well you know, if you've never been to a Veeam party, you're missing it. I don't usually stay for these things, I get out of here, we have to do so many Cubes, but we'll be at the Veeam party this week. >> Awesome, awesome. >> Thanks very much, always a pleasure seeing you, and congratulations on all your success. >> Thank you very much. >> Alright you're welcome. Keep it right there everybody, we'll be back with our next guest, you're watching the Cube from Veeamon 2018. We're in the Windy City and we'll be right back.
SUMMARY :
It's the Cube, covering Veeamon 2018. coming back in the Cube, Love it, first of all how do you feel. city, the weather is finally the evolution of Veeam, and moving into the large enterprise. data across the cloud, M2M. the next question is when. go and sell the best virtual, fake the customers either. back from the early days and the whole business model behind Veeam. the growth, share with us the most successful years So yeah, just to give you 50% of VMware, so we own the go to market, et. We are the leader, we are and the partners that you have to grow. but for the multi cloud So some of the things that the end to end strategic I want to give you another and the new security risks all the spending on let's say not just the data backup and recovery, So okay, so you have the company day to day, we have to do so many Cubes, and congratulations on all your success. We're in the Windy City
SENTIMENT ANALYSIS :
ENTITIES
Entity | Category | Confidence |
---|---|---|
Dave Vellante | PERSON | 0.99+ |
Peter Mackay | PERSON | 0.99+ |
Dave | PERSON | 0.99+ |
Ratmir | PERSON | 0.99+ |
Ratmir Timashev | PERSON | 0.99+ |
Stewart Miniman | PERSON | 0.99+ |
133 customers | QUANTITY | 0.99+ |
50% | QUANTITY | 0.99+ |
30 | QUANTITY | 0.99+ |
2017 | DATE | 0.99+ |
10 years | QUANTITY | 0.99+ |
Stu | PERSON | 0.99+ |
last year | DATE | 0.99+ |
VMware | ORGANIZATION | 0.99+ |
830 million | QUANTITY | 0.99+ |
Chicago | LOCATION | 0.99+ |
300,000 customers | QUANTITY | 0.99+ |
4,000 new customers | QUANTITY | 0.99+ |
300,000 customers | QUANTITY | 0.99+ |
Chicago, Illinois | LOCATION | 0.99+ |
2,500, 3,000 | QUANTITY | 0.99+ |
Peter | PERSON | 0.99+ |
Veeam | ORGANIZATION | 0.99+ |
David Foyer | PERSON | 0.99+ |
this week | DATE | 0.99+ |
first battle | QUANTITY | 0.99+ |
AWS | ORGANIZATION | 0.98+ |
820 | QUANTITY | 0.98+ |
over 10 million dollars | QUANTITY | 0.98+ |
three | QUANTITY | 0.98+ |
Veeam | PERSON | 0.98+ |
over half a million customers | QUANTITY | 0.98+ |
over four years | QUANTITY | 0.98+ |
tens of billions | QUANTITY | 0.98+ |
50 billion | QUANTITY | 0.98+ |
next decade | DATE | 0.98+ |
Windy City | LOCATION | 0.97+ |
over a billion dollars | QUANTITY | 0.96+ |
VeeamON | EVENT | 0.96+ |
one | QUANTITY | 0.96+ |
about a billion and a half dollars | QUANTITY | 0.95+ |
every single day | QUANTITY | 0.92+ |
four year | QUANTITY | 0.92+ |
this morning | DATE | 0.9+ |
single | QUANTITY | 0.89+ |
2018 | DATE | 0.88+ |
single panel | QUANTITY | 0.87+ |
20, 30 billion | QUANTITY | 0.84+ |
36% growth | QUANTITY | 0.83+ |
billion dollars | QUANTITY | 0.83+ |
three characteristics | QUANTITY | 0.82+ |
first | QUANTITY | 0.8+ |
Veeamon | TITLE | 0.78+ |
a decade | QUANTITY | 0.76+ |
three years | QUANTITY | 0.75+ |
CXO | ORGANIZATION | 0.73+ |
M2M | TITLE | 0.72+ |
next five years | DATE | 0.72+ |
a billion dollars | QUANTITY | 0.72+ |
Fortune 1000 | ORGANIZATION | 0.62+ |
Veeamon | EVENT | 0.61+ |
million | QUANTITY | 0.6+ |
Eric Schaeffer, Accenture, Paul Maher, Microsoft, & Yasushi Yagyu, Nec Corporation | IFS World 2018
>> Announcer: Live from Atlanta, Georgia, it's theCUBE, covering IFS World Conference 2018 brought to you by IFS. >> Welcome back to theCUBE's live coverage of IFS World Conference 2018, here in Atlanta, Georgia. I'm your host, Rebecca Knight. We have a three panel guest with us today. We have Eric Schaeffer, the Senior Managing Director of Accenture, Paul Maher, GM Industry Experiences at Microsoft, and Yasushi Yagyu, Assistant Manager at NEC Corporation. Thank you so much for joining me. >> Guests: Thank you. >> So you're on this panel because you are all platinum sponsors and close partners of IFS. We've heard a lot today about IFS's passion for customers. It's a customer-centric, customer-focused company. I'd love to hear from you, your experiences as being partners with IFS. If you could describe a little bit about what you've experienced. I'm going to start with you. >> Thanks, Rebecca. I think, we've been, Accenture and IFS have been partners for many many years, and what I've appreciated in the relationship is the customer focus, but really the focus on delivering value to both IFS and Accenture customers. It's a value-driven approach, very industry specific. So understanding the industry issues, leveraging IFS products and solution to best meet these, having Accenture come in and help tailor the solution to the industry imperatives, and also leveraging digital technologies and combining these with the IFS foundation, which I think was a key term used this morning. >> Yeah, I mean so... Microsoft and IFS have had a very long and prosperous partnership over the last 20 years or so. What's great here, from the keynote this morning is obviously the announcement of IFS Applications 10. And so Microsoft obviously, being a Cloud provider, we've most recently been working very closely with IFS on their move to the Cloud and moving their solutions to the Cloud. So you know, this thing called digital transformation is really, sort of the boss and it's great to see, you know, as you had probably this morning in the keynote, you know, really disruption is really driving new innovation and so we're really glad to partner with IFS in response to that disruption, thinking about Cloud and bringing the IFS Solutions to the Cloud, and really delivering innovation to really address the digital transformation needs of industry. >> And I'd love to talk about you, Yasushi, about innovation. I mean, I ask all of you, but this is a company that really is known for having a history of innovation. How do you come together and collaborate and come up with new creative solutions? >> Uh huh. For example, we have independently, we have AI engine. Namely HML is our engine. And our customer has already implemented that kind of AI solution to predict the demand forecast. And then... Our solution is connect to the IFS Production Control Module, or master schedule module. And then, now our AI can generate forecast data and send it to the master schedule module. >> I know that Accenture has innovation centers around the world. Can you talk a little bit about how you innovate with IFS? >> Well, so we have four innovation centers across the world. We have one in Detroit, one in Munich, Shanghai, and Tokyo. And what we do with IFS is look at industry use cases. And then by combining IFS solutions, plus some of the digital assets, which are proprietary to Accenture, combining the two to deliver new levels of efficiency. And so helping out clients, walking through these innovation centers, they get the "Wow" moment where they see how IFS plus Accenture combined can deliver more value and unlock the value which is trapped in their enterprise. >> Can you talk a little bit about that "Wow" factor? I mean, what are sort of... What are a lot of the challenges that your clients are facing, that you're partnership with IFS has helped them solve? >> Well, many of our clients and I think the term digital transformation of industry was mentioned, it is how is digital transforming the industry. I think the question is not the why. Everybody's convinced and has understood that it is happening. The question is more of the how to. And this is where the combination of IFS plus Accenture really focusing on the how to, how to leverage these technologies on very pragmatic use cases, demand forecasting we heard. It's all about artificial intelligence and visual and computer vision for visual quality inspections, analytics on the shop floor. So it's working with IFS and our clients, the team of three, to identify these use cases and see how to leverage digital to respond and provide a solution. >> At Microsoft, what kind of benefits have you seen with some of the IFS products? >> Yeah, I mean so, from a Microsoft perspective, of course, you know, we are the vendor, the technology vendor. Most recently we've been working very closely with IFS around the move to the Cloud. So I mean, certainly as I think about the partnership that we've had, it really is multi-faceted in terms of, of course we work very closely around how do we think about driving new opportunities and sales motions. And IFS is one of our highest ranked managed partners so we partner very closely there. But suddenly if I was to focus on the technology innovation perspective, what we're really excited about is really that digital disruption and using the new IFS applications, in particular, IFS Applications 10 that's been announced at the conference, working in partnership there to really look to see how do we start to move the needle and move new customers to really achieve to their digital transformation needs and demands, in partnership with the IFS solution running on the Microsoft digital Cloud. >> What are some of the most exciting new features in IFS 10 that you're most excited about? >> Yeah, I mean you mentioned before about the buzz words and the on-trend technologies and I'll kind of quote the keynote this morning, but what really excites me and excites our joint customers, IFS and Microsoft, is things like artificial intelligence, so what that can do around things like machine learning, cognitive services, things like IoT and making that a reality, so thinking about things like predictive maintenance and really being able to integrate the IFS solutions on the Microsoft digital platform, leveraging IoT to really help in those sort of scenarios is great. And then, really super excited about some of the new innovation opportunities. So thinking about things like block chain and what that can do, as you think about the broader opportunity around supply chain and payments and so on. So I think that closer together of the platform but also we've had such a close partnership with IFS, so thinking about really sort of a business problem-led approach, followed by how can the technology and innovation help our joint customers, I think is really helping us as we're looking to innovate in the world of digital transformation. >> And I know that NEC has recently come out with an announcement about AI and heterogeneous, mixed learning technology. Can you tell our viewers a little bit more about that, Yasushi? >> Yes, we have an engine, engine model. And our customer has implemented that kind of AI solution to demand forecast or machine failure prediction operations. And some of our AI solutions do collaborate with IFS predictions. For example, at NEC booth we can demonstrate our demand forecast solution. And information from each product comes from IFS master schedule or inventory transaction as input data into AI engine. And then AI generates forecast data automatically and sends it back to that module, yeah. >> So here, IFS, we've heard a lot today too, about the metrics, how it measures its success, and we've heard that it has very high NPS score, its Gartner Insights score is far above competitors, and yet it is kind of this best kept secret in the industry. What would your advice be to IFS in terms of getting the word out about its products? >> Yeah, I mean I think everyone's looking for opportunities to further their market share and drive that new innovation and sales pipeline. I think the best guidance I would give is that IFS really is a first-class company and has first-class products. I think it's continued to innovate and be true to the core and you know, just work with partners like good friends here to really get the word out. But it's really not about doing unnatural acts. I think it's really about building an empathy and understanding of what's needed in the industry and I think the story telling and brand awareness will grow. And I think, from what I was hearing this morning, I mean the conference even this year has already grown by 20 percent, so I think you'll see those sort of leading integrators of the word getting out and the brand profile out there. So I think it's a cautious approach, a strategic approach by using partners and not doing unnatural things. Let the innovation that's happening at IFS and with those partnerships, almost do the story telling and the brand awareness, and just be true to the competency and listen to the customers. >> Well when you think ahead at what we're going to be thinking about and talking about at WoCo 2019, 2020, what are sort of the big trends that you see? I mean we've hit a lot of the buzz words with AI and machine learning. What else do you see on the horizon? What's keeping you up at night or are you thinking about? >> Well what I do see is that, so we mentioned all these digital technologies, they will force manufacturers, I believe, to completely reinvent their products and services. And so the products of tomorrow will be with a lot of AI, a lot of digital technologies inside of products, also outside of the products. So products will be very different from today. And so you can easily imagine that the way you engineer, the way you manufacture, the way you support these products, will also be completely different. So I think next year, 2019, will be a lot about how digital is reinventing the products and services of the manufacturers. >> Right, we keep thinking about how it's reinventing our workforce and changing the way we're doing things, but it's actually going to be reinventing what's coming out, too, of these processes. >> Yeah I mean, you've touched upon some of the buzz words. I think it's also the maturity of the technologies. So I mean, I think that's certainly what excites me, is that the maturity and the capabilities has grown. So things like machine learning isn't necessarily new but with breakthroughs around the algorithms, that's kind of bringing the pragmatic reality of it being able to drive the innovation needed, you know? Capabilities such as the Cloud is providing that ability to scale up, scale down, the ability to provide processing power that wasn't there, previously possible in their price-performance way. So I think it's great to focus on some of the shiny things that are coming up, but I think it's also important to look at saying the things that are of yesterday isn't that far off, it's the maturity that they're reaching and so it's really making sure that they are taken advantage of and really taking that pragmatic approach of, it's got to be business-led versus technology-led, bringing that innovation into industry. >> Yasushi, do you see any big trends on the horizon that you're thinking about at NEC? >> I'm sorry? >> Big technology trends? Things that you're thinking about, maybe you're worried about, concerned about? >> Ah yes, I think IoT technology is helping reach to early maturity stage already. And at this rate, many users successfully gather, collect biased kind of data and revitalize the data to improve actual business operations. As a next step, I believe AI technologies will be widely applied for demand forecasting or that kind of failure prediction and that case of success in each industry will become solution models or templates, which will accelerate the progress of AI introduction. >> Great, well thank you so much. I really appreciate Yasushi, Eric, Paul, I really appreciate your time. It's been a great conversation. >> Thank you. >> We will have more from IFS WoCo 2018 just after this. (upbeat electronic music)
SUMMARY :
2018 brought to you by IFS. the Senior Managing Director of Accenture, I'm going to start with you. the solution to the industry imperatives, and it's great to see, you know, and come up with new creative solutions? and send it to the master schedule module. innovation centers around the world. plus some of the digital assets, What are a lot of the challenges our clients, the team of three, around the move to the Cloud. and the on-trend technologies And I know that NEC and sends it back to that module, yeah. in terms of getting the and the brand awareness, and talking about at WoCo 2019, 2020, that the way you engineer, and changing the way we're doing things, the ability to provide processing and revitalize the data Great, well thank you so much. We will have more from IFS
SENTIMENT ANALYSIS :
ENTITIES
Entity | Category | Confidence |
---|---|---|
NEC | ORGANIZATION | 0.99+ |
Rebecca | PERSON | 0.99+ |
Eric Schaeffer | PERSON | 0.99+ |
Rebecca Knight | PERSON | 0.99+ |
Paul Maher | PERSON | 0.99+ |
Microsoft | ORGANIZATION | 0.99+ |
IFS | ORGANIZATION | 0.99+ |
Paul | PERSON | 0.99+ |
Accenture | ORGANIZATION | 0.99+ |
Yasushi Yagyu | PERSON | 0.99+ |
Tokyo | LOCATION | 0.99+ |
Eric | PERSON | 0.99+ |
Shanghai | LOCATION | 0.99+ |
Munich | LOCATION | 0.99+ |
IFS 10 | TITLE | 0.99+ |
Detroit | LOCATION | 0.99+ |
two | QUANTITY | 0.99+ |
one | QUANTITY | 0.99+ |
20 percent | QUANTITY | 0.99+ |
Atlanta, Georgia | LOCATION | 0.99+ |
Yasushi | PERSON | 0.99+ |
next year | DATE | 0.99+ |
both | QUANTITY | 0.99+ |
today | DATE | 0.99+ |
each product | QUANTITY | 0.99+ |
IFS World Conference 2018 | EVENT | 0.99+ |
NEC Corporation | ORGANIZATION | 0.98+ |
Nec Corporation | ORGANIZATION | 0.98+ |
yesterday | DATE | 0.98+ |
IFS World Conference 2018 | EVENT | 0.98+ |
tomorrow | DATE | 0.98+ |
three | QUANTITY | 0.97+ |
this year | DATE | 0.97+ |
each industry | QUANTITY | 0.97+ |
2020 | DATE | 0.95+ |
Gartner | ORGANIZATION | 0.95+ |
this morning | DATE | 0.95+ |
IFS Applications 10 | TITLE | 0.92+ |
three panel guest | QUANTITY | 0.9+ |
Cloud | TITLE | 0.86+ |
IFS World | EVENT | 0.85+ |
GM | ORGANIZATION | 0.82+ |
this morning | DATE | 0.81+ |
last | DATE | 0.81+ |
IFS | TITLE | 0.81+ |
Yasushi | ORGANIZATION | 0.8+ |
2019 | DATE | 0.74+ |
first | QUANTITY | 0.74+ |
years | DATE | 0.73+ |
first-class | QUANTITY | 0.72+ |
HML | ORGANIZATION | 0.72+ |