>> Hello everyone. Welcome to theCUBE's coverage of International Women's Day. I'm John Furrier, host of theCUBE been profiling the leaders in the technology world, women in technology from developers to the boardroom, everything in between. We have two great guests promoting in from Malaysia. Nancy Wang is the general manager, also CUBE alumni from AWS Data Protection, and founder and board chair of Advancing Women in Tech, awit.org. And of course Kate Watts who's the executive director of Advancing Women in Tech.org. So it's awit.org. Nancy, Kate, thanks for coming all the way across remotely from Malaysia. >> Of course, we're coming to you as fast as our internet bandwidth will allow us. And you know, I'm just thrilled today that you get to see a whole nother aspect of my life, right? Because typically we talk about AWS, and here we're talking about a topic near and dear to my heart. >> Well, Nancy, I love the fact that you're spending a lot of time taking the empowerment to go out and help the industries and helping with the advancement of women in tech. Kate, the executive director it's a 501C3, it's nonprofit, dedicating to accelerating the careers of women in groups in tech. Can you talk about the organization? >> Yes, I can. So Advancing Women in Tech was founded in 2017 in order to fix some of the pathway problems that we're seeing on the rise to leadership in the industry. And so we specifically focus on supporting mid-level women in technical roles, get into higher positions. We do that in a few different ways through mentorship programs through building technical skills and by connecting people to a supportive community. So you have your peer network and then a vertical sort of relationships to help you navigate the next steps in your career. So to date we've served about 40,000 individuals globally and we're just looking to expand our reach and impact and be able to better support women in the industry. >> Nancy, talk about the creation, the origination story. How'd this all come together? Obviously the momentum, everyone in the industry's been focused on this for a long time. Where did AWIT come from? Advancing Women in Technology, that's the acronym. Advancing Women in Technology.org, where'd it come from? What's the origination story? >> Yeah, so AWIT really originated from this desire that I had, to Kate's point around, well if you look around right and you know, don't take my word for it, right? Look at stats, look at news reports, or just frankly go on your LinkedIn and see how many women in underrepresented groups are in senior technical leadership roles right out in the companies whose names we all know. And so that was my case back in 2016. And so when I first got the idea and back then I was actually at Google, just another large tech company in the valley, right? It was about how do we get more role models, how we get more, for example, women into leadership roles so they can bring up the next generation, right? And so this is actually part of a longer speech that I'm about to give on Wednesday and part of the US State Department speaker program. In fact, that's why Kate and I are here in Malaysia right now is working with over 200 women entrepreneurs from all over in Southeast Asia, including Malaysia Philippines, Vietnam, Borneo, you know, so many countries where having more women entrepreneurs can help raise the GDP right, and that fits within our overall mission of getting more women into top leadership roles in tech. >> You know, I was talking about Teresa Carlson she came on the program as well for this year this next season we're going to do. And she mentioned the decision between the US progress and international. And she's saying as much as it's still bad numbers, it's worse than outside the United States and needs to get better. Can you comment on the global aspect? You brought that up. I think it's super important to highlight that it's just not one area, it's a global evolution. >> Absolutely, so let me start, and I'd love to actually have Kate talk about our current programs and all of the international groups that we're working with. So as Teresa aptly mentioned there is so much work to be done not just outside the US and North Americas where typically tech nonprofits will focus, but rather if you think about the one to end model, right? For example when I was doing the product market fit workshop for the US State Department I had women dialing in from rice fields, right? So let me just pause there for a moment. They were holding their cell phones up near towers near trees just so that they can get a few minutes of time with me to do a workshop and how to accelerate their business. So if you don't call that the desire to propel oneself or accelerate oneself, not sure what is, right. And so it's really that passion that drove me to spend the next week and a half here working with local entrepreneurs working with policy makers so we can take advantage and really leverage that passion that people have, right? To accelerate more business globally. And so that's why, you know Kate will be leading our contingent with the United Nations Women Group, right? That is focused on women's economic empowerment because that's super important, right? One aspect can be sure, getting more directors, you know vice presidents into companies like Google and Amazon. But another is also how do you encourage more women around the world to start businesses, right? To reach economic and freedom independence, right? To overcome some of the maybe social barriers to becoming a leader in their own country. >> Yes, and if I think about our own programs and our model of being very intentional about supporting the learning development and skills of women and members of underrepresented groups we focused very much on providing global access to a number of our programs. For instance, our product management certification on Coursera or engineering management our upcoming women founders accelerator. We provide both access that you can get from anywhere. And then also very intentional programming that connects people into the networks to be able to further their networks and what they've learned through the skills online, so. >> Yeah, and something Kate just told me recently is these courses that Kate's mentioning, right? She was instrumental in working with the American Council on Education and so that our learners can actually get up to six college credits for taking these courses on product management engineering management, on cloud product management. And most recently we had our first organic one of our very first organic testimonials was from a woman's tech bootcamp in Nigeria, right? So if you think about the worldwide impact of these upskilling courses where frankly in the US we might take for granted right around the world as I mentioned, there are women dialing in from rice patties from other, you know, for example, outside the, you know corporate buildings in order to access this content. >> Can you think about the idea of, oh sorry, go ahead. >> Go ahead, no, go ahead Kate. >> I was going to say, if you can't see it, you can't become it. And so we are very intentional about ensuring that we have we're spotlighting the expertise of women and we are broadcasting that everywhere so that anybody coming up can gain the skills and the networks to be able to succeed in this industry. >> We'll make sure we get those links so we can promote them. Obviously we feel the same way getting the word out. I think a couple things I'd like to ask you guys cause I think you hit a great point. One is the economic advantage the numbers prove that diverse teams perform better number one, that's clear. So good point there. But I want to get your thoughts on the entrepreneurial equation. You mentioned founders and startups and there's also different makeups in different countries. It's not like the big corporations sometimes it's smaller business in certain areas the different cultures have different business sizes and business types. How do you guys see that factoring in outside the United States, say the big tech companies? Okay, yeah. The easy lower the access to get in education than stay with them, in other countries is it the same or is it more diverse in terms of business? >> So what really actually got us started with the US State Department was around our work with women founders. And I love for Kate to actually share her experience working with AWS startups in that capacity. But frankly, you know, we looked at the content and the mentor programs that were providing women who wanted to be executives, you know, quickly realize a lot of those same skills such as finding customers, right? Scaling your product and building channels can also apply to women founders, not just executives. And so early supporters of our efforts from firms such as Moderna up in Seattle, Emergence Ventures, Decibel Ventures in, you know, the Bay Area and a few others that we're working with right now. Right, they believed in the mission and really helped us scale out what is now our existing platform and offerings for women founders. >> Those are great firms by the way. And they also are very founder friendly and also understand the global workforce. I mean, that's a whole nother dimension. Okay, what's your reaction to all that? >> Yes, we have been very intentional about taking the product expertise and the learnings of women and in our network, we first worked with AWS startups to support the development of the curriculum for the recent accelerator for women founders that was held last spring. And so we're able to support 25 founders and also brought in the expertise of about 20 or 30 women from Advancing Women in Tech to be able to be the lead instructors and mentors for that. And so we have really realized that with this network and this individual sort of focus on product expertise building strong teams, we can take that information and bring it to folks everywhere. And so there is very much the intentionality of allowing founders allowing individuals to take the lessons and bring it to their individual circumstances and the cultures in which they are operating. But the product sense is a skill that we can support the development of and we're proud to do so. >> That's awesome. Nancy, I want to ask you some never really talk about data storage and AWS cloud greatness and goodness, here's different and you also work full-time at AWS and you're the founder or the chairman of this great organization. How do you balance both and do you get, they're getting behind you on this, Amazon is getting behind you on this. >> Well, as I say it's always easier to negotiate on the way in. But jokes aside, I have to say the leadership has been tremendously supportive. If you think about, for example, my leaders Wayne Duso who's also been on the show multiple times, Bill Vaas who's also been on the show multiple times, you know they're both founders and also operators entrepreneurs at heart. So they understand that it is important, right? For all of us, it's really incumbent on all of us who are in positions to do so, to create a pathway for more people to be in leadership roles for more people to be successful entrepreneurs. So, no, I mean if you just looked at LinkedIn they're always uploading my vote so they reach to more audiences. And frankly they're rooting for us back home in the US while we're in Malaysia this week. >> That's awesome. And I think that's a good culture to have that empowerment and I think that's very healthy. What's next for you guys? What's on the agenda? Take us through the activities. I know that you got a ton of things happening. You got your event out there, which is why you're out there. There's a bunch of other activities. I think you guys call it the Advancing Women in Tech week. >> Yes, this week we are having a week of programming that you can check out at Advancing Women in Tech.org. That is spotlighting the expertise of a number of women in our space. So it is three days of programming Tuesday, Wednesday and Thursday if you are in the US so the seventh through the ninth, but available globally. We are also going to be in New York next week for the event at the UN and are looking to continue to support our mentorship programs and also our work supporting women founders throughout the year. >> All right. I have to ask you guys if you don't mind get a little market data so you can share with us here at theCUBE. What are you hearing this year that's different in the conversation space around the topics, the interests? Obviously I've seen massive amounts of global acceleration around conversations, more video, things like this more stories are scaling, a lot more LinkedIn activity. It just seems like it's a lot different this year. Can you guys share any kind of current trends you're seeing relative to the conversations and topics being discussed across the the community? >> Well, I think from a needle moving perspective, right? I think due to the efforts of wonderful organizations including the Q for spotlighting all of these awesome women, right? Trailblazing women and the nonprofits the government entities that we work with there's definitely more emphasis on creating access and creating pathways. So that's probably one thing that you're seeing is more women, more investors posting about their activities. Number two, from a global trend perspective, right? The rise of women in security. I noticed that on your agenda today, you had Lena Smart who's a good friend of mine chief information security officer at MongoDB, right? She and I are actually quite involved in helping founders especially early stage founders in the security space. And so globally from a pure technical perspective, right? There's right more increasing regulations around data privacy, data sovereignty, right? For example, India's in a few weeks about to get their first data protection regulation there locally. So all of that is giving rise to yet another wave of opportunity and we want women founders uniquely positioned to take advantage of that opportunity. >> I love it. Kate, reaction to that? I mean founders, more pathways it sounds like a neural network, it sounds like AI enabled. >> Yes, and speaking of AI, with the rise of that we are also hearing from many community members the importance of continuing to build their skills upskill learn to be able to keep up with the latest trends. There's a lot of people wondering what does this mean for my own career? And so they're turning to organizations like Advancing Women in Tech to find communities to both learn the latest information, but also build their networks so that they are able to move forward regardless of what the industry does. >> I love the work you guys are doing. It's so impressive. I think the economic angle is new it's more amplified this year. It's always kind of been there and continues to be. What do you guys hope for by next year this time what do you hope to see different from a needle moving perspective, to use your word Nancy, for next year? What's the visual output in your mind? >> I want to see real effort made towards 50-50 representation in all tech leadership roles. And I'd like to see that happen by 2050. >> Kate, anything on your end? >> I love that. I'm going to go a little bit more touchy-feely. I want everybody in our space to understand that the skills that they build and that the networks they have carry with them regardless of wherever they go. And so to be able to really lean in and learn and continue to develop the career that you want to have. So whether that be at a large organization or within your own business, that you've got the potential to move forward on that within you. >> Nancy, Kate, thank you so much for your contribution. I'll give you the final word. Put a plug in for the organization. What are you guys looking for? Any kind of PSA you want to share with the folks watching? >> Absolutely, so if you're in a position to be a mentor, join as a mentor, right? Help elevate and accelerate the next generation of women leaders. If you're an investor help us invest in more women started companies, right? Women founded startups and lastly, if you are women looking to accelerate your career, come join our community. We have resources, we have mentors and who we have investors who are willing to come in on the ground floor and help you accelerate your business. >> Great work. Thank you so much for participating in our International Women's Day 23 program and we'd look to keep this going quarterly. We'll see you next year, next time. Thanks for coming on. Appreciate it. >> Thanks so much John. >> Thank you. >> Okay, women leaders here. >> Nancy: Thanks for having us >> All over the world, coming together for a great celebration but really highlighting the accomplishments, the pathways the investment, the mentoring, everything in between. It's theCUBE. Bring as much as we can. I'm John Furrier, your host. Thanks for watching.

(upbeat music) >> Man: We're good. >> Hey everyone. Welcome back to theCube's live coverage of AWS Summit NYC. We're in New York City, been here all day. Lisa Martin, John Furrier, talking with AWS partners ecosystem folks, customers, AWS folks, you name it. Next up, one of our alumni, rejoins us. Please welcome Anshu Sharma the co-founder and CEO of Skyflow. Anshu great to have you back on theCube. >> Likewise, I'm excited to be back. >> So I love how you guys founded this company. Your inspiration was the zero trust data privacy vault pioneered by two of our favorites, Apple and Netflix. You started with a simple question. What if privacy had an API? So you built a data privacy vault delivered as an API. Talk to us, and it's only in the last three and a half years. Talk to us about a data privacy vault and what's so unique about it. >> Sure. I think if you think about all the key challenges we are seeing in our personal lives when we are dealing with technology companies a lot of anxiety is around what happens to my data, right? If you want to go to a pharmacy they want to know not just your health ID number but they want to know your social security number your credit card number, your phone number and all of that information is actually useful because they need to be able to engage with you. And it's true for hospitals, health systems. It's true for your bank. It's true for pretty much anybody you do business with even an event like this. But then question that keeps coming up is where does this data go? And how is it protected? And the state of the art here has always been to keep kind of, keep it protected when it's in storage but almost all the breaches, all the hacks happen not because you've steal somebody's disc, but because someone enters through an API or a portal. So the question we asked was we've been building different shapes of containers for different types of data. You don't store your logs in a data warehouse. You don't store your analytical data in a regular RDBMS. Similarly, you don't store your passwords and usernames you store them in identity systems. So if PI is so special why isn't it a container that's used for storing PII? So that's how the idea of Pii.World came up. >> So you guys just got a recent funding, a series B financing which means for the folks out there that don't know the inside baseball, must people do, means you're doing well. It's hard to get that round of funding means you're up and growing to the right. What's the differentiator? Why are you guys so successful? Why the investment growth, what's the momentum driver? >> So I think in some ways we took one of the most complex problems, data privacy, like half the people can't even describe like, does data privacy mean like I have to be GDPR compliant or does it actually mean I'm protecting the data? So you have multiple stakeholders in any company. If you're a pharma company, you may have a chief privacy officer, a data officer, this officer, that officer, and all of these people were talking and the answer was buy more tools. So if you look around behind our back, there's probably dozens of companies out there. One protecting data in an API call another protecting data in a database, another one data warehouse. But as a CEO, CTO, I want to know what happens to my social security number from a customer end to end. So we said, if you can radically simplify the whole thing and the key insight was you can simplify it by actually isolating and protecting this data. And this architecture evolved on its own at companies like Apple and other places, but it takes dozens of engineers for those companies to build it out. So we like, well, the pattern will makes sense. It logically kind is just common sense. So instead of selling dozens of tools, we can just give you a very simple product, which is like one API call, you know, protect this data... >> So like Stripe is for a plugin for a financial transaction you plug it into the app, similar dynamic here, right? >> Exactly. So it's Stripe for payments, Twilio for Telephony. We have API for everything, but if you have social security numbers or pan numbers you still are like relying on DIY. So I think what differentiated us and attracted the investors was, if this works, >> It's huge. every company needs it. >> Well, that's the integration has become the key thing. I got to ask you because you mentioned GDPR and all the complexities around the laws and the different regulations. That could be a real blocker in a wet blanket for innovation. >> Anshu: Yes. >> And with the market we're seeing here at, at your Summit New York, small event. 10,000 people, more people here than were at Snowflake Summit as an example. And they're the hottest company in data. So this small little New York event is proven that that world is growing. So why should this wet blanket, these rules slow it down? How do you balance it? 'Cause that's a concern. If you checking all the boxes you're never actually building anything. >> So, you know, we just ran into a couple of customers who still are struggling with moving from the data center to AWS Cloud. Now the fact that here means they want to but something is holding them back. I also met the AI team of Amazon. They're doing some amazing work and they're like, the biggest hindrance for them is making customers feel safe when they do the machine learning. Because now you're opening up the data sets to more people. And in all of those cases your innovation basically stops because CSO is like, look you can't put PII in the cloud unprotected. And with the vault architecture we call it privacy by architecture. So there's a term called privacy by design. I'm like what the, is privacy by design, right? >> John: It's an architecture. (John laughing) >> But if you are an architecture and a developer like me I was like, I know what architecture is. I don't know what privacy by design is. >> So you guys are basically have that architecture by design which means foundational based services. So you're providing that as a service. So other people don't have to build the complex. >> Anshu: Exactly. >> You know that you will be Apple's backend team to build that privacy with you you get all that benefit. >> Exactly. And traditionally, people have had to make compromises. If you encrypt the data and secure it, then you can't use it. Using a proprietary polymorphic encryption technology you can actually have your cake and eat it to. So what that means for customers is, if you want to protect data in Snowflake or REDshare, use Skyflow with it. We have integrations to databases, to data lakes, all the common workflow tools. >> Can you give us a customer example that you think really articulates the value of what Skyflow is delivering? >> Well, I'll give you two examples. One in the FinTech space, one in the health space. So in the FinTech space this is a company called Nomi Health. They're a large payments processor for the health insurance market. And funnily enough, their CTO actually came from Goldman Sachs. He actually built apple card. (John laughing) Right? That if we all have in our phones. And he saw our product and he's like, for my new company, I'm going to just use you guys because I don't want to go hire 20 engineers. So for them, we had a HIPAA compliant environment a PCI compliant environment, SOC 2 compliant environment. And he can sleep better at night because he doesn't have to worry what is my engineer in Poland or Ukraine doing right now? I have a vault. I have rules set up. I can audit it. Everything is logged. Similarly for Science 37, they run clinical trials globally. They wanted to solve data residency. So for them the problem was, how do I run one common global instance? When the rules say you have to break everything up and that's very expensive. >> And so I love this. I'm a customer. For them a customer. I love it. You had me at hello, API integration. I love it. How much does it cost? What's it going to cost me? How do I need to think about my operationalizing? 'Cause I know with an API, I can do that. Am I paying by the usage, by the drink? How do I figure out? >> So we have programs for startups where it's really really inexpensive. We get them credits. And then for enterprises, we basically have a platform fee. And then based on the amount of data PII, we charge them. We don't nickel and dime the customers. We don't like the usage based model because, you don't know how many times you're going to hit an API. So we usually just based on the number of customer records that you have and you can hit them as many time as you want. There's no API limits. >> So unlimited record based. >> Exactly. that's your variable. >> Exactly. We think about you buying odd zero, for example, for authentication you pay them by the number of active users you have. So something similar. >> So you run on AWS, but you just announced a couple of new GTM partners, MuleSoft and plan. Can you talk to us about, start with MuleSoft? What are you doing and why? And the same with VLA? >> Sure. I mean, MuleSoft was very interesting customers who were adopting our products at, you know, we are buying this product for our new applications but what about our legacy code? We can't go in there and add APIs there. So the simplest way to do integration in the legacy world is to use an integration broker. So that's where MuleSoft integration came out and we announced that. It's a logical place for you to swap out real social security numbers with, you know, fake ones. And then we also announced a partnership with SnowFlake, same thing. I think every workload as it's moving to the cloud needs some kind of data protection with it. So I think going forward we are going to be announcing even more partnerships. So you can imagine all the places you're storing PII today whether it's in a call center solution or analytics solution, there's a PII story there. >> Talk about the integration aspect because I love the momentum. I get everything makes secure the customers all these environments, integrations are super important to plug into. And then how do I essentially operate you on my side? Do I import the records? How do you connect to my environment in my databases? >> So it's really, really easy when you encrypt the data and use Skyflow wall, we create what is called a format preserving token, which is essentially replacing a social security number with something that looks like an SSN but it's not. So that there's no schema changes involved. You just have to do that one time swap over and then in terms of integrations, most of these integrations are prebuilt. So Snowflake integration is prebuilt. MuleSoft integration is prebuilt. We're going to announce some new ones. So the goal is for off the table in platforms like Snowflake and MuleSoft, we prebuilt all the integrations. You can build your own. It takes about like a day. And then in terms of data import basically it's the same standard process that you would use with any other data store. >> Got to ask you about data breaches. Obviously the numbers in 2021 were huge. We're seeing so much change in the cyber security landscape ransomware becoming a household word, a matter of when but not if... How does Skyflow help organizations protect themselves or reduce the number of breaches so that they are not the next headline? >> You know, the funny thing about breaches is again and again, we see people doing the same mistakes, right? So Equifax had a breach four years ago where a customer portal, you know, no customer support rep should have access to a 100 million people's data. Like is that customer agent really accessing 100 million? But because we've been using legacy security tools they either give you access or don't give you access. And that's not how it's going to work. Because if I'm going to engage with the pharmacy and airline they need to be able to use my data in multiple different places. So you need to have fine grain controls around it. So I think the reason we keep getting breaches is cybersecurity industry is selling, 10s of billions of dollars worth of tools in the name of security but they cannot be applied at a fine grain level enough. I can't say things like for my call center agent that's living in Phoenix, Arizona they can only verify last four digits, but the same call center worker in Philippines can't even see that. So how do you get all that granular control in place? Is really why we keep seeing data breaches. So the Equifax breach, the Shopify breach the Twitter breaches, they're all the same. Like again and again, it's either an inside person or an external person who's gotten in. And once you're in and this is the whole idea of zero trust as you know. Once you're in, you can access all the data. Zero trust means that you don't assume that you actually isolate PII separately. >> A lot of the cybersecurity issues as you were talking about, are people based. Somebody clicking on something or gaining access. And I always talk to security experts about how do you control for the people aspect besides training, awareness, education. Is Skyflow a facilitator of that in a way that we haven't seen before? >> Yeah. So I think what ends up happening is, people even after they have breaches, they will lock down the system that had the breach, but then they have the same data sitting in a partner database, maybe a customer database maybe a billing system. So by centralizing and isolating PII in one system you can then post roles based access control rules. You can put limitations around it. But if you try to do that across hundreds of DS bases, you're just not going to be able to do it because it's basically just literally impossible, so... >> My final question for you is on, for me is you're here at AWS Summits, 10,000 people like I said. More people here than some big events and we're just in New York city. Okay. You actually work with AWS. What's next for you guys as you got the fresh funding, you guys looking for more talent, what's your next mountain you're going to climb? Tell us what's next for the company. Share your vision, put a plug in for the company. >> Well, it's actually very simple. Today we actually announced that we have a new chief revenue officer who's joining us. Tammy, she's joined us from LaunchDarkly which is it grew from like, you know, single digits to like over nine digits in revenue. And the reason she's joining Skyflow is because she sees the same inflection point hitting us. And for us that means more marketing, more sales, more growth in more geographies and more partnerships. And we think there's never been a better time to solve privacy. Literally everything that we deal with even things like rove evade issues eventually ties back into a issue around privacy. >> Lisa: Yes. >> AWS gets the model API, you know, come on, right? That's their model. >> Exactly. So I think if you look at the largest best companies that have been built in the last 20 years they took something that should have been simple but was not. There used to be Avayas of the world, selling Telephony intel, Twilio came and said, look an API. And we are trying to do the same to the entire security compliance and privacy industry is to narrow the problem down and solve it once. >> (indistinct) have it. We're going to get theCube API. (Lisa laughing) That's what we're going to do. All right. >> Thank you so much. >> Awesome. Anshu, thank you for joining us, talking to us about what's new at Skyflow. It sounds like you got that big funding investment. Probably lots of strategic innovation about to happen. So you'll have to come back in a few months and maybe at next reinvent in six months and tell us what's new, what's going on. >> Last theCube interview was very well received. People really like the kind of questions you guys asked. So I love this show and I think... >> It's great when you're a star like you, you got good market, great team, smart. I mean, look at this. I mean, what slow down are we talking about here? >> Yeah. I don't see... >> There is no slow down on the enterprise. >> Privacy's hot and it's incredibly important and we're only going to be seeing more and more of it. >> You can talk to any CIO, CSO, CTO or the board and they will tell you there is no limit to the budget they have for solving the core privacy issues. We love that. >> John: So you want to move on to building? >> Lisa: Obviously that must make you smile. >> John: You solved a big problem. >> Thank you. >> Awesome. Anshu, thank you again. Congrats on the momentum and we'll see you next time and hear more on the evolution of Skyflow. Thank you for your time. >> Thank you. >> For John furrier, I'm Lisa Martin. You're watching theCube live from New York City at AWS Summit NYC 22. We'll be right back with our next guest. So stick around. (upbeat music)

>>Hey, everyone, welcome to the Cubes Coverage of the International Women's Showcase for 2022. I'm your host, Lisa Martin. Pleased to be here with an agreement ahead of small medium business SMB for Asia Pacific and Japan at Amazon Web services. Anna. It's great to have you on the programme, >>Lisa. I am delighted to be here and really excited to be talking about what we're gonna be talking about today, which is diversity and women in technology. >>One of the great things about International Women's Day Tuesday, March 8th, is there's always a campaign of theme. This year's theme is breaking the bias. What does that mean to you? And are we on our way to actually accomplish that? >>Look, Breaking the bias really is about all of us being more self aware in our workplaces. Really. What it means to me is understanding that the communities and the employment, the employee population, that all of us working is diverse. Um, and this is a great example of that, right? We are a global organisation and our employees come from across the world. I am representing people from across Asia Pacific and Japan. They look, feel and think differently to people in other parts of the world. So, really, what breaking the biases about is understanding our unconscious biases and thinking differently about how we approach conversations in the workplace to make sure that we're including everyone in the conversation. And honestly, Lisa, when you do that, you get much better. Business outcomes. I've seen that for sure. >>Definitely. There's some stats we can talk about later that I think really articulate that point incredibly well. But I want to talk about your background. You pivoted many times from lawyer to the CEO of ANZ Bank in the Philippines to now a leader at Amazon Web services. Talk to you about your career path with all those different pivots. How did you get to where you are tonight? >>Yeah, I mean, honestly, I recognise that I don't have a traditional Orthodox career plan, but that's my intention. I'm somebody who has always been really interested in the world around me, and I would say that my biggest driver is learning and being curious, which, as you know, is an Amazon leadership principles. So it's probably not a surprise that I ended up here at Ws, but really for me when I thought about my career and I have thought about it intentionally. I've been willing to put my hand up and take risks where I think probably others around me were not feeling as safe, and that's that's a function of who I am. But it's also a function of what I see women wanting to and needing to do more in order to bring their career forward. So as you say, I started my I had a pure technical lens when I started my career, which was being a lawyer, and there's been a lot of time just learning that and holding that skill set, I knew Lisa even then that that was not what I wanted to do forever. I wanted to do more than simply sit in an office and negotiate documents. Um, even though that was an exciting career, there was more that I wanted to do. So off the back of that, I moved into banking and was able to to learn and build some really important skill sets in terms of thinking about being a leader. And those skill sets include things like running a balance sheet, managing people thinking differently about risking compliance, which then allowed me to guess, run a bank and run the business. And then finally, how did I then pivot into technology? Well, it was a long conversation. If I'm honest with you, you know, there were there were conversations back and forth and I thought to myself and doing the right thing here. But what I could see for sure was that the world was moving to a technological context and for me not to take an opportunity to do it. A job like running a technology business across Asia, particularly Japan, just It just wasn't a possibility for me. I had to take the opportunity. So here I am, >>And that's one of the most exciting things I think is that these days every company has to be a tech company. Every company has to be a data company, a digital company with one of the lessons we've learned in the last couple of years. But another thing that we've learned is you mentioned skill sets. But it isn't just about those hard skill sets. What are some of those key soft skill sets that you think are really outstanding and really help to break down the bias. >>Yeah, again, Really interesting. So as I'm talking to women, when they hear about my career journey, a lot of them are surprised. How could you move into technology? And I think the challenge is that a lot of women view technology simply as a coding context. They view it as something that only someone with technical skills can do, and that is simply not the case. So if you look at a recent study by Deloitte Access Economics in Australia, for instance, the soft, skill intensive occupations are going to account for two thirds of all jobs by 2030. So if you think about that having a pure technical skill set, so certainly if you're going to do something like be a solutions architect or be a coda, it's really important that you must have those skills. But technology businesses are building and growing like no other, so we need all of those soft skills, like project management like P and L. Accountability and responsibility, like learning how to manage teams. These are caused fuels that have nothing to do with kind of fundamental technology, understanding that business contacts is important, but there are a lot of women out there who could be working in technology now but are a little bit scared to do so because they're thinking maybe they don't have the skills and I would encourage them to think differently. >>I think your your background with your pivots is a great articulation of you can take so many different backgrounds law banking into tech There's probably a fair amount of overlap there, but you also have you have in and of yourself thought diversity because of your background. I think that's another important thing for women to learn how important that thought diversity can be in any sort of job that they do, whether they are in a technical field. Or maybe they're in finance or operations or sales for a technology company. You guys talk about builders at A. W S. Talk to me about what a builder is, what's that definition and one of some of those key skill sets hard and soft that those builders exemplify. >>Yeah, so we are very build focused at AWS because we're building on behalf of our customers. But what that means is that the trays that make you a builder are exemplified by our leadership principles. So things like being curious. As you just pointed out, Lisa, these are the tenants of being a good builder, um, pursuing continuous learning. So whilst you you may know that you're good at something, you're not scared of trying something else. You're not scared of training and learning about something else. Being able to look around corners, um, and take calculated risks. I mean, whilst it may sound like my career journey has been pivot, pivot, pivot. Actually, if we're honest that these have been very intentional moves that I've made with my career to try to learn, as I said, to try to grow, um, and I've been fortunate and have been intentional also about building that leadership profile, But that's because I'm really fundamentally interested in how business and how people are connecting across the world. And as I said to you in a building context, really, that's about learning about how to build and run digital businesses. And at the end of the day is I guess the key message that I would send to everyone out there getting involved in a career in technology is not a bad move. >>No, it's definitely not a bad movie. I love the curiosity angle. That's one of those things that I'd love to hear. How do you encourage that? One of the biggest challenges. If we look at the stats of girls in stem programmes, from primary school to high school to university, as we see the numbers going down, we see them going up in university. And then, of course, when we're in, we're looking at the raw tech numbers. The number of women in technical positions is quite low to your point. There's many other opportunities besides technical positions. How do you encourage women to not be afraid to raise their hand and ask a question, even if they think maybe this is a dumb question? >>Uh, it's such a I think, you know, honestly, we need to see more women in leadership roles. Um, and, uh, and I think it's incumbent upon the organisations that are are running our businesses, that they make this a priority because you can't see I'm sorry. You can't be what you can't see Lisa, Um, and so it's great for us to talk about it. But once we start seeing women having active business, led conversations. That's where we're really going to see the dial shift. I have a 13 year old daughter, Um, and she's deeply interested in everything on her computer. Um, and what I try to do is encourage her to think differently about the type of roles that she could have if she was interested in, say, for instance, graphic design. She loves drawing, Um, singing. There are so many ways you can do all those YouTube videos. Maybe not, but you know, ways in which you can engage with technology to pursue a career that's interesting to you, regardless of your gender. So maybe the first part is making sure that we are talking about female leaders and what they're doing. I think also what we can do is start building programmes where we're involving women in building skills and certification skills. So here we've got this amazing event which we've built called She builds and I'm an active mentor for that. And what that's all about is kind of connecting women in the tech community and those who are interested with programmes that really speak to the way that women are thinking about their roles. So we have like minded peers. We have senior leaders, We have certification skills, programmes, always part of that, and we also have male allies. It's really important to include our male allies in that conversation, and you will have heard about things like male champions of change. These are very important conversations because again, what we know from statistics is that women are not as likely to build networks and sponsors as men are. And that's not statement of Miss Mala intense. What it means is that they just learn differently and think differently as they're building their careers. So if we're starting to get a man involved in the conversation in a more meaningful way, it's a conversation that's inclusive, and that's really what I want to drive. So I'm not sure I answered your question, but I certainly got to a couple of points that I was interested in highlighting, which is it's a conversation that has to happen at a grassroots level at a leadership level and across the organisation in terms of metrics, data understanding where women are and how to build and grow them >>right. But one of the things that you said that I was about to say was, We can't be what we can't see. We need to be able to elevate those female leaders like yourself so that more younger women and even women who maybe have been in the field for a while, can see the opportunities, the leadership. But you also brought up another great point. And that is, and something I was going to ask you about who are who are some of your mentors. And I imagine it's not just all females. It's got to be men as well. As you point out, it's incredibly important to have the men as allies. >>Yeah, absolutely. And certainly I wouldn't even be having this conversation with you now if I didn't have some amazing allies, both men and women, by my side as I've tracked this leadership journey. Certainly, um, Phil Davis, who is the head of our commercial organisation, Greg Pearson. These are people who have taken time out of their careers to talk with me about how we can help to build and grow women leaders, and to me, that's impactful. And I feel that that's an authentic engagement because there is a recognition in technology that we need to do more around this issue, and I see senior leaders like Matt Garman leading into the conversation. So for me, that's that's very inspiring. But I can't I couldn't have answered that question without telling you that the people who probably inspired me most in the organisation and within my network are those young women out there who are female founders. Now you know, I'm going to have to say a couple of names because I get the opportunity. Lisa, I've got a part of the networking, a women's networking, um, and mentoring organisation. And we have women here in Singapore like Ping Ping Han, who is building out an environmental education and sustainability digital business. We've got Francesco Cuccia, who is building Go get. She's already built it, which is an on demand workforce platform, which has over 250,000 people online that are helping people in Malaysia to work and has helped immensely during Covid. So what we're seeing with these young women is that they're actually building the digital businesses of the future, and it's not about, I mean, what I'm seeing them do is invest their time and energy in building. As I said, kind of programmes and models that are sustainable. So they're building businesses not just for the bottom line, but also to help the communities in which we operate, which to me is deeply inspirational. >>Absolutely. And the female founders need much more visibility than they're getting and obviously much more funding. One last point that I want to bring up because this is really important is that there is some data that I know that you have about performance company performance. When there are females at the helm, talk to me a little bit about that, and how can we help get that word out there more? Some more organisations understand the potential they have when they got that thought. Diversity. >>Yeah, it's such a wonderful point, and it's so well made now across the across media. But I feel like we need to double down on it because this is not a piecemeal conversation about doing the right thing. Um, sometimes we view it that way, and of course it is the right thing to have equity and diversity in our workplace. But in fact, there's so much data around how a diverse workforce creates better outcomes for business So in 2020 we had a McKenzie survey that found that companies with more than 30% of women executives were more likely to outperform companies with this percentage. So there is now a huge amount of data that's starting to show us what a diverse. And this is not just about gender. This is also about diversity across various lenses culture, ethnicity, minority groups, etcetera. So and for me, Lisa, it's just common sense. So if you're building a business that is trying to reach the most number of customers, it really is intuitive that you need to have all of those customers represented around the table. If you only have a single point of view, you're not going to represent all of those customers out there. And increasingly, those customers are expecting to be represented as part of your conversation in your business. So it totally makes sense from a business lens to build and recruit a diverse workforce. >>I couldn't agree more. One. I like to have one more question. Talk to me really quickly, briefly about how how are you building your teams to promote effectiveness through that diversity that, as you just described, can be so leading edge. >>Yeah, So what I'm doing is being intentional in my hiring practises. So this is something that all leaders can do. >>And that is really >>carefully about filling the roles in my organisation, where I'm given a role to fulfil, making sure that I'm looking at that diverse candidates, not just the same candidates who might have applied before. And that means sometimes throwing the net a bit wider than what you might usually have and thinking differently about the candidates that are applying. So, for instance, in my team, we have 50 50 men and women. Um, and we all come from very diverse backgrounds. We've got Indian, we've got Singaporean, we've got Australian talent, which means we've got a gender and cultural mix, which is actually, as I said, bringing a very different lens to the conversation when we're trying to solve customer problems. And what I would say is collaboration and respect is the cornerstone of the way that we should be. Building teams and diverse perspectives mean that our teams and the outcomes that we build are going to reflect the complexity of both the cross cultural and the divers, gender lens within which all of our customers are doing business today. >>Anna, thank you so much for joining me today, talking about the intentional pivots that you've made in your career, how inspiring those are two others and also how we're making progress on breaking the bias. My pleasure. >>Lisa. It's wonderful to join you. And thank you always think you for bringing us so much interesting data >>for Anna Greene. I'm Lisa Martin. You're watching the Cubes. Coverage of International Women's Showcase 2022.

(bright upbeat music) >> Welcome, everyone, to theCUBE's, continuing coverage of AWS re:Invent 2021. I'm your host, Lisa Martin. And we are running one of the industry's most important and largest hybrid tech events of the year with AWS and its ecosystem partners. We have two live sets, two remote studios, and over 100 guests on the program talking about the next decade in cloud innovation. We're very excited to be welcoming back one of our CUBE alumni, Peter McKay, the CEO of Snyk. He's set to talk about reinventing application security with Snyk. Peter, welcome back to the program. >> It's great to be back, Lisa. Thanks for having me. >> Great to talk to you. So, my goodness, Snyk has had an incredible year, last year, this year, I was just looking at your Series F funding raised over 600 million in the month of September alone. Your valuation is, I think I saw over 9.6 billion, which is nearly doubled. This year-- >> Don't rush at 8.6, but yes, it was double the last time. Yeah, it's been been a crazy 2021, that's for sure. >> So, talk to me about some of that before we get into what you guys are doing with AWS. Let's talk about that, we talked about that funding. What are some of the strategic areas of investment? I know you've done a recent acquisition cloud skiff, but where are you really going to be focusing the Series F funding? >> Yeah, we've been very aggressive in building out our platform. We have a great vision for where we see developer security evolving and we want to get there fast. A lot of our customers and developers are kind of pushing us in that direction of really consolidating a platform. And so, to get there quickly, we do it organically building it ourselves, and we do it in inorganically where we can see other companies accelerate that roadmap. And so, it's this combination of very aggressive, organic expansion of both the breadth of our products, but also the depth, like adding more to our platform, but also the inorganic, because a lot of companies who have team and technologies that are very complimentary to what we're doing and allows us to continue to consolidate what is a very fragmented market in and around developers security. And so, we're going to continue to use the resources to accelerate that roadmap. The second part of it is, we are a little bit different than some companies where they kind of follow where the decision headquarters are of companies for us, we follow developers. And so, around the globe, Multinational Corporations have developers in the Philippines, in Argentina and all around the world and we needed to be there. And so, expanding our community, expanding our customer success organization around the world is critical for us. And so, that's something part of our kind of use of proceeds is the expansion of our go-to-market as well. >> Peter, modern development has changed. Next thing modern development has changed. So, traditional AppSec doesn't apply anymore. A new approach is needed. Talk to me about why Snyk believes that and what that new approach is. >> Yeah, you just go back to for 30 years, security was owned by application security teams and that's when it was kind of this waterfall application development model where they develop an app and every three, six, nine months, and then the security teams would audit that application and kind of send all the feedback, hear all the issues, go fix it, developers, and it was incredibly inefficient. And then you throw on top of this digital transformation and companies moving incredibly fast in building new applications. This agile development motion and all the incredible tools that allow developers to develop really fast. But then you get this very slow antiquated way of kind of testing it at the very end, right before you move the applications in production. So, it just didn't scale. And so, the concept is just way too late in the process. You really need to move security testing into that developer environment from the IDE, the CI/CD all the way through. So, when you're developing along the way, you're fixing the issues well ahead of time. And that's where modern development organizations are all this concept of shift left and building it in, into that's really the driver is moving security earlier and earlier in the software development life cycle. >> And that's key, especially you talked about the acceleration of digital transformation, but we've also seen the acceleration of the threat landscape in the last 20 months. There's been significant changes. The perimeter is so fragmented, it's expanding, the threat landscape goes all the way into outer space to low earth orbit these days. Talk to me about that as kind of a facilitator or an accelerator of what Snyk is doing to really focus on shifting security left with those developers. >> Yeah, I think people are kind of waking up to the fact that up to this point, they've spent billions and billions of dollars on endpoint securities and runtime security and all the things that are kind of in production. And they're realizing that, okay, well, why are we still vulnerable? Why are we still have these issues? And I think it's the realization that they're waiting too long to fix it. And a lot of the issues are happening. They're either new issues with moving to the cloud or they're issues that happen well before it got into production. And so, this realization that we've got to go earlier and earlier and fix these issues well before we go into production and don't wait till the very end. So, I think that's really driving the market to this shift lab. >> And you guys have actually kind of really pivoted your go-to-market model around that developers don't try and buy software the way that IT and security teams do. Talk to me about Snyk's GTM. >> Yeah, it's very unique in that it's really marrying this model developer security approach with the way developers want to buy. So, we start with our community and we do free content and tools all around building awareness for the developer community. We have, all of our products are free, so developers can try before they buy. And if you're truly a developer solution, you offer it free and let them use it. And then when they want to collaborate and they want to integrate and automate that moves from free to paid. So, it's very much of this bottoms up motion that really allowed developers to try MI. That's a big, big driver for our business, inbound motion drives 70% of our pipeline from them coming to us from this community. And then we come in kind of top down once they kind of get into different places. And we go in through those security organizations, which are trying to shift labs, trying to move security earlier, earlier and we work together with the security organizations to help move that to the developer world. So, you've got this bottoms up, developer adoption, viral adoption of Snyk within those organizations. Now, with the top-down kind of, and we become this bridge between the developer teams in engineering, and the security teams that are all trying to move in the same direction. And so, that's kind of how this market is evolved. And we're kind of that bridge for both those organizations. >> I was going to ask you about that, that bridge is critical, but also that bridge is a cultural change. I'm curious, how do you see organizations? It sounds like obviously you're, what over, I think, six, 700 customers now, a couple of million developers using the technology, so-- >> 1300 customers today >> 1300, okay. Wow! You have had a big year. 1300 customers, millions of developers using the technology. Talk to me a little bit about how you guys have figured out how to facilitate that cultural shift and shift security left, but also bridge between the IT and the security folks which have tended to be on sort of opposite sides of the spectrum. >> Yeah, I think the realization, I think a lot of people are very early on and I was... We'd been in the software industry for 25 years. Even nobody ever thought developers would care about security. Like there's no way developers really care about security. And really, if you think about, if you asked the developer, would you rather develop a secure app or an insecure app? If all things were equal, of course, they'd want it to be secure, but it needs to be easy. It needs to be like, don't slow me down, whatever you do, don't slow me down. And so, we have this, "Hey, it's all about speed of development, speeds, speed, speed." So, for us, we need to make it embedded, like integrated completely into that software development life cycle. So, developers don't have to be security experts, developers don't have to get out of their flow to do it, learn a different piece of software to figure out it's all embedded into that process. So, you can be fast and you can be agile, but you can also be secure at the same time. And so, part of that is embedding education and other things in there to learn that expansion of getting in the door and kind of building that momentum within these development communities all around the world. And so, I think we help all our customers with that kind of developer adoption and working together with the security teams and engineering teams on how we roll that out around best practices. And in some of the things we've learned over the six and a half years of doing this. >> It sounds very strategic and methodical and a great approach that is obviously quite successful. We talked about the growth trajectory now, 1300 customers. Let's talk about what you guys are doing with AWS. Here we are at reinvent this year. Talk to me about this Snyk, AWS partnership. >> Yeah, it's been really gaining momentum over the past year and a half, almost two years now. AWS, a lot of the workloads, one of the reasons, a lot of the applications don't go to the cloud is because of security issues and moving workloads to the cloud. Also developing applications in the cloud, security is a critical part of it. So, AWS is obviously infrastructure, but they also need solutions that allow them to make sure that those companies that are developing on AWS are secure. And so, we've integrated our Intel database into AWS inspector. We have a lot of offerings, very specific AWS offerings that our mutual customers can leverage. And we work very collaboratively with AWS in not only our technical roadmap with them, but also our go-to-market side, which is very much aligned. And it's continuing, we kind of, I say, we're in the second inning of that game. We got a lot more coming. >> Okay, but well aligned. Give me a customer example, if you will, have joined AWS Snyk customer that you've really helped with this transition, shifting security left they're building apps in the AWS cloud very successfully and securely. >> Yeah, I'd well, almost every company has some relationship with size with AWS. And so, for us, it's one of the first questions we ask anybody coming in is what's your relationship with one of the cloud vendors? And that inevitably it'll be, yeah, we have a relationship with AWS. And so, we talk about our roadmap that we have with AWS. They can buy our software through the AWS marketplace. You could leverage kind of your EDPs that you have with AWS to kind of build that scale. So, we're very technically aligned with the AWS platform. And so, you look at financial services, we've done a fair amount of financial services, insurance companies that are all kind of moving more workloads to AWS. Some of them have been our customers before, some of them separate from AWS, and now they're kind of, "Hey, can I move all my apps over and leveraged, Snyk in that process?" So, it's now, a good part of our go-to-market motion is coming through AWS marketplace as well. So, it's been a very successful partnership on both parties. >> A lot of momentum there, speaking of momentum, we talked about the funding raise this year alone, tremendous momentum going on for the company. What are some of the things that we can expect to see from Snyk in calendar year 22? >> Yeah, well, aggressive roadmap. I mean, that's still, we see, we have four modules today. We started with one and we added to, that was open to a security. We added a container security, infrastructure as code security. Then we added code security or a stats solution. We see modules five, six, seven coming out. we made an acquisition of drift technology, adding into kind of adding some more depth. So, you're going to see just a lot more continued aggressiveness on our side, as we scale both our engineering, organically and inorganically, but also, the go-to-market, now we're almost in all the major countries around the world and we're going to continue to invest in building that out and going where the developers are, the 28 million developers around the world. Our goal is to reach every one of them as fast as we possibly can with our free or paid, or whatever way is to get to 28 million developers as fast as we can. >> So, for those developers watching, where do you want to point them to go to, to start their free trial. >> Just go right to our website, snyk.io and you can get all of our products free, you can chat, schedule demos, you can do everything very easily if not. And it's very self-service so, if you don't want to talk to anybody, you don't have to talk to anybody, but if you do, we have plenty of people you can talk to. That's our world, frictionless motion. >> Frictionless and contactless at the same time, Peter, congratulations on the growth and momentum of the company. What you're doing, the evolution of the partnership with AWS and that lofty goal to reach 28 million developers. Am looking forward to our next conversation to see where you are on that progress. >> Same thing, same here, Lisa, thank you for your time. >> Oh, likewise. For Peter McKay, I'm Lisa Martin and you're watching theCUBE's continuous coverage of AWS re:Invent 2021. Stick around, more great content coming up next. (soft upbeat music)

(bright upbeat music) >> Welcome, everyone, to theCUBE's, continuing coverage of AWS re:Invent 2021. I'm your host, Lisa Martin. And we are running one of the industry's most important and largest hybrid tech events of the year with AWS and its ecosystem partners. We have two live sets, two remote studios, and over 100 guests on the program talking about the next decade in cloud innovation. We're very excited to be welcoming back one of our CUBE alumni, Peter McKay, the CEO of Snyk. He's set to talk about reinventing application security with Snyk. Peter, welcome back to the program. >> It's great to be back, Lisa. Thanks for having me. >> Great to talk to you. So, my goodness, Snyk has had an incredible year, last year, this year, I was just looking at your Series F funding raised over 600 million in the month of September alone. Your valuation is, I think I saw over 9.6 billion, which is nearly doubled. This year-- >> Don't rush at 8.6, but yes, it was double the last time. Yeah, it's been been a crazy 2021, that's for sure. >> So, talk to me about some of that before we get into what you guys are doing with AWS. Let's talk about that, we talked about that funding. What are some of the strategic areas of investment? I know you've done a recent acquisition cloud skiff, but where are you really going to be focusing the Series F funding? >> Yeah, we've been very aggressive in building out our platform. We have a great vision for where we see developer security evolving and we want to get there fast. A lot of our customers and developers are kind of pushing us in that direction of really consolidating a platform. And so, to get there quickly, we do it organically building it ourselves, and we do it in inorganically where we can see other companies accelerate that roadmap. And so, it's this combination of very aggressive, organic expansion of both the breadth of our products, but also the depth, like adding more to our platform, but also the inorganic, because a lot of companies who have team and technologies that are very complimentary to what we're doing and allows us to continue to consolidate what is a very fragmented market in and around developers security. And so, we're going to continue to use the resources to accelerate that roadmap. The second part of it is, we are a little bit different than some companies where they kind of follow where the decision headquarters are of companies for us, we follow developers. And so, around the globe, Multinational Corporations have developers in the Philippines, in Argentina and all around the world and we needed to be there. And so, expanding our community, expanding our customer success organization around the world is critical for us. And so, that's something part of our kind of use of proceeds is the expansion of our go-to-market as well. >> Peter, modern development has changed. Next thing modern development has changed. So, traditional AppSec doesn't apply anymore. A new approach is needed. Talk to me about why Snyk believes that and what that new approach is. >> Yeah, you just go back to for 30 years, security was owned by application security teams and that's when it was kind of this waterfall application development model where they develop an app and every three, six, nine months, and then the security teams would audit that application and kind of send all the feedback, hear all the issues, go fix it, developers, and it was incredibly inefficient. And then you throw on top of this digital transformation and companies moving incredibly fast in building new applications. This agile development motion and all the incredible tools that allow developers to develop really fast. But then you get this very slow antiquated way of kind of testing it at the very end, right before you move the applications in production. So, it just didn't scale. And so, the concept is just way too late in the process. You really need to move security testing into that developer environment from the IDE, the CI/CD all the way through. So, when you're developing along the way, you're fixing the issues well ahead of time. And that's where modern development organizations are all this concept of shift left and building it in, into that's really the driver is moving security earlier and earlier in the software development life cycle. >> And that's key, especially you talked about the acceleration of digital transformation, but we've also seen the acceleration of the threat landscape in the last 20 months. There's been significant changes. The perimeter is so fragmented, it's expanding, the threat landscape goes all the way into outer space to low earth orbit these days. Talk to me about that as kind of a facilitator or an accelerator of what Snyk is doing to really focus on shifting security left with those developers. >> Yeah, I think people are kind of waking up to the fact that up to this point, they've spent billions and billions of dollars on endpoint securities and runtime security and all the things that are kind of in production. And they're realizing that, okay, well, why are we still vulnerable? Why are we still have these issues? And I think it's the realization that they're waiting too long to fix it. And a lot of the issues are happening. They're either new issues with moving to the cloud or they're issues that happen well before it got into production. And so, this realization that we've got to go earlier and earlier and fix these issues well before we go into production and don't wait till the very end. So, I think that's really driving the market to this shift lab. >> And you guys have actually kind of really pivoted your go-to-market model around that developers don't try and buy software the way that IT and security teams do. Talk to me about Snyk's GTM. >> Yeah, it's very unique in that it's really marrying this model developer security approach with the way developers want to buy. So, we start with our community and we do free content and tools all around building awareness for the developer community. We have, all of our products are free, so developers can try before they buy. And if you're truly a developer solution, you offer it free and let them use it. And then when they want to collaborate and they want to integrate and automate that moves from free to paid. So, it's very much of this bottoms up motion that really allowed developers to try MI. That's a big, big driver for our business, inbound motion drives 70% of our pipeline from them coming to us from this community. And then we come in kind of top down once they kind of get into different places. And we go in through those security organizations, which are trying to shift labs, trying to move security earlier, earlier and we work together with the security organizations to help move that to the developer world. So, you've got this bottoms up, developer adoption, viral adoption of Snyk within those organizations. Now, with the top-down kind of, and we become this bridge between the developer teams in engineering, and the security teams that are all trying to move in the same direction. And so, that's kind of how this market is evolved. And we're kind of that bridge for both those organizations. >> I was going to ask you about that, that bridge is critical, but also that bridge is a cultural change. I'm curious, how do you see organizations? It sounds like obviously you're, what over, I think, six, 700 customers now, a couple of million developers using the technology, so-- >> 1300 customers today >> 1300, okay. Wow! You have had a big year. 1300 customers, millions of developers using the technology. Talk to me a little bit about how you guys have figured out how to facilitate that cultural shift and shift security left, but also bridge between the IT and the security folks which have tended to be on sort of opposite sides of the spectrum. >> Yeah, I think the realization, I think a lot of people are very early on and I was... We'd been in the software industry for 25 years. Even nobody ever thought developers would care about security. Like there's no way developers really care about security. And really, if you think about, if you asked the developer, would you rather develop a secure app or an insecure app? If all things were equal, of course, they'd want it to be secure, but it needs to be easy. It needs to be like, don't slow me down, whatever you do, don't slow me down. And so, we have this, "Hey, it's all about speed of development, speeds, speed, speed." So, for us, we need to make it embedded, like integrated completely into that software development life cycle. So, developers don't have to be security experts, developers don't have to get out of their flow to do it, learn a different piece of software to figure out it's all embedded into that process. So, you can be fast and you can be agile, but you can also be secure at the same time. And so, part of that is embedding education and other things in there to learn that expansion of getting in the door and kind of building that momentum within these development communities all around the world. And so, I think we help all our customers with that kind of developer adoption and working together with the security teams and engineering teams on how we roll that out around best practices. And in some of the things we've learned over the six and a half years of doing this. >> It sounds very strategic and methodical and a great approach that is obviously quite successful. We talked about the growth trajectory now, 1300 customers. Let's talk about what you guys are doing with AWS. Here we are at reinvent this year. Talk to me about this Snyk, AWS partnership. >> Yeah, it's been really gaining momentum over the past year and a half, almost two years now. AWS, a lot of the workloads, one of the reasons, a lot of the applications don't go to the cloud is because of security issues and moving workloads to the cloud. Also developing applications in the cloud, security is a critical part of it. So, AWS is obviously infrastructure, but they also need solutions that allow them to make sure that those companies that are developing on AWS are secure. And so, we've integrated our Intel database into AWS inspector. We have a lot of offerings, very specific AWS offerings that our mutual customers can leverage. And we work very collaboratively with AWS in not only our technical roadmap with them, but also our go-to-market side, which is very much aligned. And it's continuing, we kind of, I say, we're in the second inning of that game. We got a lot more coming. >> Okay, but well aligned. Give me a customer example, if you will, have joined AWS Snyk customer that you've really helped with this transition, shifting security left they're building apps in the AWS cloud very successfully and securely. >> Yeah, I'd well, almost every company has some relationship with size with AWS. And so, for us, it's one of the first questions we ask anybody coming in is what's your relationship with one of the cloud vendors? And that inevitably it'll be, yeah, we have a relationship with AWS. And so, we talk about our roadmap that we have with AWS. They can buy our software through the AWS marketplace. You could leverage kind of your EDPs that you have with AWS to kind of build that scale. So, we're very technically aligned with the AWS platform. And so, you look at financial services, we've done a fair amount of financial services, insurance companies that are all kind of moving more workloads to AWS. Some of them have been our customers before, some of them separate from AWS, and now they're kind of, "Hey, can I move all my apps over and leveraged, Snyk in that process?" So, it's now, a good part of our go-to-market motion is coming through AWS marketplace as well. So, it's been a very successful partnership on both parties. >> A lot of momentum there, speaking of momentum, we talked about the funding raise this year alone, tremendous momentum going on for the company. What are some of the things that we can expect to see from Snyk in calendar year 22? >> Yeah, well, aggressive roadmap. I mean, that's still, we see, we have four modules today. We started with one and we added to, that was open to a security. We added a container security, infrastructure as code security. Then we added code security or a stats solution. We see modules five, six, seven coming out. we made an acquisition of drift technology, adding into kind of adding some more depth. So, you're going to see just a lot more continued aggressiveness on our side, as we scale both our engineering, organically and inorganically, but also, the go-to-market, now we're almost in all the major countries around the world and we're going to continue to invest in building that out and going where the developers are, the 28 million developers around the world. Our goal is to reach every one of them as fast as we possibly can with our free or paid, or whatever way is to get to 28 million developers as fast as we can. >> So, for those developers watching, where do you want to point them to go to, to start their free trial. >> Just go right to our website, snyk.io and you can get all of our products free, you can chat, schedule demos, you can do everything very easily if not. And it's very self-service so, if you don't want to talk to anybody, you don't have to talk to anybody, but if you do, we have plenty of people you can talk to. That's our world, frictionless motion. >> Frictionless and contactless at the same time, Peter, congratulations on the growth and momentum of the company. What you're doing, the evolution of the partnership with AWS and that lofty goal to reach 28 million developers. Am looking forward to our next conversation to see where you are on that progress. >> Same thing, same here, Lisa, thank you for your time. >> Oh, likewise. For Peter McKay, I'm Lisa Martin and you're watching theCUBE's continuous coverage of AWS re:Invent 2021. Stick around, more great content coming up next. (soft upbeat music)

>>mhm >>Hello welcome to this cube conversation here in Palo alto California and john for with the cube we had a great conversation around the rise of the cloud and the massive opportunities and challenges around analytics data ai suggestion. Air ceo of thought spot is here with me for conversation. Great to see you. Welcome back to the cube. How are you? >>Well john it is so good to be back. I wish that we could do one of those massive set up that you have and do this face to face but zoom is not bad. >>You guys are doing very well. We have been covering you guys been covering the progress um great technology enabled business. You're on the wave of this cloud analytics you're seeing, we've seen massive changes and structural changes for the better. It's a tailwind for anyone in the cloud data business. And you also on the backdrop of all that the Covid and now the covid is looking at coming out of covid with growth strategies. People are building modern or modernizing their infrastructure and data is not just a department, it's everywhere. You guys are in the middle of this. Take us through what's the update on thought spot. What are you guys doing? What do you see the market right now? Honestly, delta variants coming coming strong but we think will be out of this soon. Where where are >>we look I think it all starts with the users like you said the consumers are demanding more and more from the business they are interacting with. You're no longer happy with being served like uh I'm gonna put you all in a bucket and then Delaware services to you. Everyone's like look look at me, I have likes and dislikes that is probably going to be different from someone that you think are similar to me. So unless you get to know me and deliver bespoke services to me, I'm gonna go somewhere else who does that And the call that the way you do that is through the data that I'm giving to you. So the worst thing you can do is to take my data and still treat me like an average and numbers and what's happening with the cloud is that it is now possible and it wasn't okay. So I grew up in India where newspapers will always have stock market summary on like one full page full of takers and prices and the way it used to work is that you wake up in the morning you look at the newspaper, I don't know if you have had the same thing and then you call your broker is based on in place of that. Can you imagine doing that now? I mean the information is at your fingertips. Hurricane IDa either is actually going to enter in Louisiana somewhere. What good is it? Yesterday morning state on this morning state if I'm trying to make a decision on whether I should pack my stuff and move away or you know finding to from home depot supply chain manager. I shouldn't figure out what should I be doing for Louisiana in the next two days, this is all about the information that's available to you. If you plan to use it and deliver better services for your consumer cloud makes it possible. >>You know, it's interesting you mentioned that the old way things were it seems so slow, then you got the 15 minute quotes, then there's now a real time. Everything has to be real time. And clearly there's two major things happening at the same time which makes exciting the business model and the competitive advantages for leaders and business to use data is critical but also on the developer side where apps are being developed if you don't have the data access, the machine learning won't work well. So as machine learning becomes really courted driving ai this modern analytics cloud product that you guys announced brings to bear kind of two major lifts the developer app modernization as well as competitive advantage for the companies that need to deploy this. So you guys have announced this modern approach analytics cloud, so to speak. What are some of the challenges that companies are having? Because you gotta, if you hit both of those you're gonna right a lot of value. What are some of the challenges for people who want to do this modern cloud? >>I think the challenge is basically all inside in the company. If you ask companies why are they failing to modernize? They will point to what's inside, it's not outside the technology is there the stack is the vendors are there, It is sometimes lack of courage at the leadership level which is a huge problem. I'll give an example. Uh, we have recently announced what we call thoughts part everywhere, which is our way of looking at how to modernize and bring the data inside that you're looking forward to where you are because Lord knows we all have enough apps on our Octa or a single sign on. The last thing you need is one more how no matter how good it is, they don't want to log into yet under their tool, whether it's thought spot or not. But the insights that you are talking about needs to be there when you need. And the difference is uh, the fundamental approach of data analytics was built on embedded model. You know what we are proposing is what we call data apps. So the difference between data apps and the typical dashboard being embedded into your analytics model is sort of like think of it. Uh newspapers telephones and the gap in between. So there is newspapers radio that is walkie talkie and telephone. They're all different and newspapers get printed and it comes to you and you read in the morning, you can talk back to it, you can drag and drop, you can change it right walkie talkies on the other hand, you know, you could have one conversation then come back to that. Whereas phone, you can have true direction conversation? They're all different if you think of embedding it is sort of like the newspaper, the information that you can't talk back. So somebody resembling something that came out monday, you're going to a board meeting on Wednesday and you look at that and make decisions. That is not enough in the new world, you just can't do that. It's not about what a lot of tools can actually answer what the real magic the real value for customers are unlocked when you ask three subsequent questions and answer them and they will come down to when you hear what you have to know. So what? Right and then what if and then the last is what next Imagine you can answer those three questions every business person every time no matter how powerful the dashboard is, they will always have the next question. What? So what? Okay the business customers are turning so what is it good, is it bad? Is it normal or the next question is like now what what do I do with it two, the ability to take all these three questions so what and what a fun. Now what? That requires true interactivity, you know, start with an intent and with an action and that is what we are actually proposing with the data apps which is only possible if you're sitting on top of a snowflake or red shift kind of really powerful and massive cloud data warehouse where the data comes and moves with agility. >>So how has this cloud data model rewritten the rules of business? Because what you're bringing up is essentially now full interactivity really getting in, getting questions that are iterating and building on context to each other. But with all this massive cloud data, people are really excited by this. How is it changing business than the rules of business? >>Yeah. So think about, I mean topical things like there is a hurricane able to enter, hit the cost of the United States. It's a moving target. No one knows exactly where it is going to be. There is only 15 models from here. 10, 10 models from Europe that's going to predict which way it's going to take every millimeter change in that map is going to have significant consequences for lives and resources and money. Right. This is true for every business. What cloud does this? Uh you have your proprietary data for example, let's say you're a bank and you have proprietary data, you're launching a new product And the propriety data was 2025 extremely valuable. But what what's not proprietary but what is available to you? Which could make that data so much more relevant if you layer them on top census data, this was a census here. The census data is updated. Do you not want that vaccination leader? We clearly know that purchasing power parity will vary based on vaccinations and county by county. But is that enough? You need to have street by street is county data enough. If you're going to open startup, Mr Starbucks? No, you probably want to know much more granular data. You wanna know traffic. Is the traffic picking up business usually an office space where people are not coming to office or is it more of a shopping mall where people are still showing all of these data is out there for you? What cloud is making it possible? Unlike the old era where you know, your data is an SFP oracle or carry later in your data center, it's available for you with a matter of clicks. What thought sport modern analytics. Cloud is a simple thing. We are the front end to bring all of this data and make sense of it. You can sit on top of any cloud data and then interact with a complete sort of freedom without compromising on security, compliance or relevance. And what happens is the analysts, the people who are responsible for bringing the data and then making sure that it is secure and delivered. They are no longer doing incremental in chart updates and dashboard updates. What they're doing is solving business problems, business people there freely interacting and making bigger decisions. That actually adds value to their consumers. This is what your customers are looking for, your users are looking for and if you're not doing it, your competitor will do that. So this is why cloud is not a choice for you. It's not an option for you. It is the only way and if you fail to take that back the other way is taking the world out of a cliff. >>Yeah, that's I love it. But I want to get this uh topic of thoughts about anywhere, but I want to just close out on this whole idea of modern cloud scale analytics. What technology under the hood do you guys see that customers should pay attention to with thought spot and in general because the scale there. So is it just machine learning? We hear data lakes, you know, you know different configurations of that. Machine learning is always thrown around like a buzzword. What new technology capability should every executive by your customer look for when it comes to really doing analytics, modern in the cloud >>analytics has to be near real time, Which means what two things speed at scale, make sure it's complex, it can deal with complexity in data structure. Data complexity is a huge problem. Now imagine doing that at scale and then delivering with performance. That means you have to rethink Look Tableau grew out of excellent worksheets that is the market leader, it is a $40 billion dollar market with the largest company having only a billion dollars in revenue. This is a massive place where the problems need to be solved differently. So the underlying technology to me are like I said, these three things, number one cannot handle the cloud scale, you will have hundreds of billions of rows of data that you brought. But when you talk about social media sentiment of customers, analysis of traffic and weather patterns, all of these publicly available valuable data. We're talking trillions of rows of data. So that is scale. Now imagine complexity. So financial sector for example, there is health care where you know some data is visible, some data is not visible, some some is public assumption not or you have to take credit data and let it on top of your marketing data. So it becomes more complex. And the last is when you answer ask a question, can you deliver with absolute confidence that you're giving the right answer With extremely high performance and to do that you have to rebuild the entire staff. You cannot take your, you know, stack that was built in 1990s and so now we can do search So search that is built for these three things with the machine learning and ai essentially helping at every step of the way so that you're not throwing all this inside directly to a human, throw it to a i engine and the ai engine curates what is relevant to you, showing it to you. And then based on your interaction with that inside, I improve my own logic so that the next interaction, the next situation is going to be significantly better. My point is you cannot take a triple a map and then try to act like this google maps. One is built presuming and zoom out and learn from you. The other one is built to give you rich information but doesn't talk back. So the staff has to be fundamentally rebuilt for the club. That's what he's doing. >>I love I love to buy direction. I love the interactivity. This topic of thought spot everywhere, which you mentioned at the beginning of this conversation, you mentioned data apps which by the way I love that concept. I want to do a drill down on that. Uh I saw data marketplace is coming somewhat working but I think it's going to get it better. I love that idea of an app um, and using as developers but you also mentioned embedded analytics. You made a comment about that. So I gotta ask you what's the difference between data apps and embedded analytics? >>Embedded analytics means that uh you know the dashboards that you love but the one that doesn't talk back to you is going to be available inside the app that you built for your other So if a supply chain app that was built by let's say accenture inside that you haven't had your dashboard without logging into tablet. Great. But what you do, what's the big deal? It is the same thing. My point is like I said every time a business user sees a chart. The questions are going to come up. The next 10 question is where the values on earth for example on Yelp imagine if you will piece about I'm hungry. I want to find a restaurant and it says go to this burrito place. It doesn't work like that. It's not good enough. The reason why yell towards is because I start with an intent. I'm hungry. Okay show me all restaurants. Okay I haven't had about it for a while. Let me see the photos. Let me read the reviews. Let me see if my friends have eaten, let me see some menu. Can I walk there? I do all of this but just what underneath it. There is a rich set of data that probably helped have their own secret source and reviews and then you have google map powering some of them. But I don't care all of that is coming together to deliver a seamless experience that satisfies my hunger. Which will be very different from if you use the same map at the same place you might go to an italian place. I go to bed right. That is the power of a data app in business people are still sitting with this. I am hungry. I gotta eat burrito. That's not how it should be in the new world. A business user should have the freedom to add exactly what the customers require looking for and solve that problem without delay. That means every application should be power and enriched with the data where you can interact and customized. That is not something that enterprise customers are actually used to and to do that you need like I said a I and search powering like the google map underneath it, but you need an app like a yelp like app, that's what we deliver. So for example, uh just last week we delivered a service now app on snowflake. You know, it just changes the game. You are thinking about customer cases. You're a large company, you have support coming from Philippines and India some places the quality is good. Some places bad dashboards are not good enough saying that okay, 17% of our customers are unhappy but we are good. That's not the world we live in. That is the tyranny of >>average, >>17% were unhappy. You got to solve for them. >>You mentioned snowflake and they had their earnings. David and I were commenting about how some of the analysts got it all wrong. And you bring up a really good point that kind of highlights the real trend. Not so much how many new customers they got. But there do what customers are doing more. Right? So, so what's happening is that you're starting to see with data apps, it does imply Softwares in there because it's it's application. So the software wrapping around data. This is interesting because people that are using the snowflakes of the world and thought spot your software and your platform, they're doing more with data. So it's not so much. I use snowflake, I use snowflake now I'm going to do more with it. That's the scale kicking. So this is an opportunity to look at that more equation. How do you talk >>with >>when you see that? Because that's the real thing is like, okay, that's I bought software as a service. But what's the more that's happening? What do you see >>that is such an important point? Even I haven't thought about it that john but you're absolutely right. That is sometimes people think of snowflake is taking care of it and no. Yeah, yes, Sarah later used to store once and zeros and they're moving it into club. That is not the point. Like I said, marketplace as an example when you are opening it up for for example, bringing the entire world's data with one click accessible to you securely. That is something you couldn't do on number two. You can have like 100 suppliers and all of a sudden you can now take a single copy of data and then make it available to all of them without actually creating multiple copies and control it differently. That's not something without cloudy, potentially could do. So things like that are fundamentally different. It is much more than like one plus one equals two. It is one plus one is 33. Like our view is that when you are re platform ng like that, you have to think from customer first. What does the customer do? The customer care that you meant from Entre into cloud or event from Teradata snowflake. No, they will care if their lives are better. Are they able to get better services are able to get it faster. That's what it is. So to me it is very simple. The destiny of an insight or data information is action, right? Imagine you're driving a car and if your car updates the gas tank every monday morning, imagine how you know, stressful your life will be for the whole week. I have to wait until next monday wanting to figure out what, whether I have enough gas or not, that's not the new world, that information is there, you need to have it real time and act on it. If you go through the Tesla you realize now that you know, I'm never worried about mileage because it is going to take me to the supercharger because it knows what I need to get to, it knows how long it is going to be, how bad the traffic is. It is synthesizing all of that to give me peace of mind. >>So this is a great >>conversation. That's a >>great question. It's a great conversation because it's really kind of brings in kind of what's happening, you see successful companies that are working with cloud scale and data like you're talking about, it's you get in there, you get the data, the data apps and all of a sudden you hit it, you hit the value equation and it's like almost like discovering oil all of a sudden you have a gusher and then people just see massive increase in value. It's not like the outcome, it's kind of there, you've got to kind of get in there and this is the scale piece and you see people having strategies to do that, they say okay we're gonna get in there, we're going to use the data to iterate but also watch the data learn where's that value, This is that more trend and and there's a successful of the developing. So I have to ask you when you, when you talk about people and culture, um that's not the way it used to be, used to be like okay I'm buying an outcome. I deployed some software mechanisms and at the end of the day there's some value there. Maybe I write it off maybe I, you know, overtime charges and some accounting thing. All changed the culture and the people in charge now are transforming the management techniques. What do you see as a successful mindset for a customer as they managed through these new paradigms and new new success formulas. >>I see a fork in leadership when it comes to courage. There are people with the spine and there are people without the spine and the ones with the spine are absolutely killing it. They are unafraid. They are not saying, look, I'm just going to stick with the incumbents that I've known for the last 20 years. Look, I used to drive a Toyota forever because I love the Toyota. And then you know after Nutanix IPO went to Lexus still Toyota because it's reliable. I don't, I'm not a huge card person. It works. But guess what? I knew they were missing Patrick and I care about the environment. I don't want to keep pushing hydrocarbons out there. It's not politics. I just don't like burning stuff into the earth atmosphere. So when Tesla came out, it's not like I love the quality I don't personally like alone mask, you know after that Thailand fiasco of cave rescue and all of that. But I can clearly see that Toyota is not going to catch up to Tesla in the next 10 years. And guess what? My loyalty is much more to doing the right thing for my family and to the world. And I switched this is what business leaders need to know. They can't simply say, well, tabloid as search to. They're not as good as thought sports. We'll just stick with them because they have done with us. That's what weak leaders do and customers suffer for that. What I see like the last two weeks ago when I was in new york. I met with them. A business leader for one of the largest banks in the world with 25,000 people reporting to him. The person walks into the room wearing shorts and t shirts uh, and was so full of energy and so full of excitement. I thought I'm going to learn from him and he was asking questions about how we do our business in bed and learning from me. I was humbled, I was flawed and I realized that's what a modern business leader looks like. Even if it is one of the largest and oldest banks in the world, that's the kind of people are making big difference and it doesn't matter how all the companies, how old their data is they have mainframes or not. I hear this excuses all the type of er, mainframes, we can't move, we have COBOL going on. And guess what? You keep talking about that and hear leaders like him are going to transform those companies And next thing you know, there are some of the most modern companies in the world. >>Well certainly they, we know that they don't have any innovation strategy or any kind of R and D or anything going on that could be caught flat footed in the companies that didn't have that going on, didn't have the spine or the, the, the vision to, to at least try the cloud before Covid when Covid hit, those companies are really either going out of business or they're hurting the people who were in the cloud really move their teams into the cloud quicker to take advantage of uh, the environment that they had to. So this became a skill issue. So, so this is a big deal. This is a big deal. And having the right skills are people skilled, it will be a, I both be running everything for them. What is your take on that? >>This is an important question. You can't just say you got to do more things or new things and not take care of all things. You know, there's only 89, 10 hours so you can work in their uh, analysts in the Atlantic species constantly if your analysts are sitting there and making incremental dashboards and reports change every day and then backlog is growing for 56 days and the users are unhappy because you're not getting answers and then you ask them to go to new things. It's just not going to be enough and you can hire your way out of it. You have to make sure that if you say that I have 20 100 x product already, I don't want 21st guess what? Sometimes to be five products, you need to probably go to 21 you got to do new things to actually take away the gunk off the old and in that context, the re skilling starts with unburdening, unburdening of menial task, unburned routine task. There is nothing more frustrating than making reports and dashboards that people don't even use And 90% of the time analysts, they're amazing experiences completely wasted when they're making incremental change to tabloid reports. I kind of believe thought spot and self service on top of cloud data takes away all of that without compromising security and then you invest the experienced people. Business experience is so critical. So don't just go and hire university students and say, okay, they'll go come and quote everything the experience that they have in knowing what the business is about and what it matters to their users, that domain experience and then uplevel them res kill them and then bring fresh energy to challenge that and then make sure there is a culture that allows that to happen. These three things. That's why I said leadership is not just about hiring event of firing another, it's about cultivating a culture and living that value by saying, look if I am wrong, call me, call me out in public because I want to show you how I deal with conflict. So this is I love this thing because when I see these large companies where they're making these massive changes so fast, it inspires you to say you know what if they can do it, anyone can do it. But then I also see if the top leadership is not aligned to that. They are just trying to retire without the stock tanking too much and let me just get through two more years. The entire company suffers. >>So that's great to chat with you got great energy, love your business, love the energy, love the focus. Um it's a new wave you're on. It's a big wave um and it's it's relevant, it's cool and relevant and it's the modern way and people have to have a spine to be successful if not for the faint of heart, but the rewards are there if you get this right. This is what I I love about this new environment. Um so I gotta ask you just to kind of close it out. How would you plug the company for the folks watching that might want to engage with you guys. What's the elevator pitch? What's the positioning? How would you describe thought spot in a bumper sticker or in a positioning statement. Take a minute to talk about that. >>Remember martin Anderson said that software is eating the world, I think it is now time to update that data is eating everything including software. If you don't have a way to turn data into bespoke action for your customers. Guess what? Your customers are gonna go somewhere where they that's happening right? You may not be in the data business but the data company is going to take your business. Thought spot is very simple. We want to be the friend tent for all cloud data when it comes to structured because that's where business value numbers is world satisfaction and dissatisfaction for reduces allying it is important to move data to action and thought Spot is the pioneer in doing that through search and I >>I really think you guys want something very powerful. Looking forward to chatting with you at the upcoming eight of a startup showcase. I think data is a developer mindset. It's an app, it's part of everything. It will. Everyone's a data company, everyone is a media company. Data is everything you guys are on something really big and people got a program it with it, make experiences whether it's simple scripts, point and click. That is a new kind of developer out there. You guys are tapping into it. Great stuff. Thank >>you for coming on. Thank you john it's good to talk to you. >>Okay. It's a cube conversation here in Palo alto California were remote. We're virtual. That's the cube virtual. I'm sean for your host. Thanks for watching. Mhm. Mhm

>>Hello everyone. Thank you, add appreciating the studio. We're here at the cube here in cloud city telco DRS Cloud city. I'm Jeffrey Day Volonte. We're here for the next three days. Wall to wall live coverage. It's a physical event with a virtual program. It's hybrid. We're here with Daniel Royston, the Ceo of telco D. R. And the acting Ceo Toby, which is announced today. Great >>to see you. It's awesome to see you guys. >>Awesome to see how you doing, how you >>Feeling? I'm feeling congratulations. Right. 101 days ago, I didn't even think this doesn't exist. Right. And we got in contact with you guys and we said we knew there was always going to be a big virtual component and we invited you guys and here we are together. It's insane. >>Well we did the preview videos, but we're kind of walking through and document in the early stages. It all came together beautifully spectacular For the folks watching behind us is the most spectacular build out clouds. It's an ecosystem open concept. It feels like the Apple store meets paradise. Of course. We got the cube here in the set and we got the studio with all the command and control of adam there. So I gotta ask you with the connected keynotes going on right now. The connected world. Yeah. It's connected. We all know that everyone knows that what's, what's different now real quick before we get into the program, what's going on? >>Yeah. I think a big part of my messages and advocating it's more than just the network, Right? And I think telcos forever have relied on. That's all it is. That's what it's about. And I'm like, nope, you guys got to start focusing on your subscribers, right? And so the over the top players keep coming in and siphoning away their revenue and it's time for them to start focusing on us, right and making experience great. And I think that's what this is all about. >>So we're gonna get the news but I want to toss it to Katie. The roving reporter is going to give it a detail on how it all came together. So Katie take it away. >>Mhm We're here in Barcelona and so excited to be back in this beautiful city over at the convention center. The team is working hard putting the finishing touches to tell Cody are amazing cloud city booth at MwC Barcelona 2021. I'm sure you know the story of how this all came together as one of the biggest vendors Erickson pulled out of M. W. C. With just over 100 days until the start of the event. When this happened last year, it kicked off a tidal wave of departures and MwC was called off this year. We all wondered if MWC was going to be cancelled again and that's when Daniel Royston Ceo of Telco D. R. And Tito G swooped in and took over the booth all 6000 square meters of it. The plan turn the booth into cloud city, the epicenter of public cloud innovation at MWC crews have been working around the clock. Over 100 and 50 people have been on this construction site for over three weeks with covid testing every day to prevent outbreaks during the build and in 100 days, it's become just that Cloud city has over 30 vendors presenting over 70 demos with 24 private meeting areas. Cloud City Live is a virtual showcase and live broadcast studio featuring 50 guests from cloud Thought leaders around the world. They have telepresence robots for a more personalized experience and the Cloud city quest game with a chance to win more than $100,000 to gain access to live streams of our nightly concerts with rosario flores and rock legend Jon bon Jovi. And don't forget to visit cloud city dot telco D R dot com to join in on the fun Daniel Royston and Nacho Gomez, founder and Ceo of one of the key vendors in the construction of the booth gave us a behind the scenes tour of the booth. >>Nacho. We did it. Yeah, we did. It can't even touch because of Covid. Yeah, but look what we did. But right, 100 days ago I called and I said I'm taking over the Ericsson booth. What did you think? I know you were crazy but just a little bit crazy, realized that you were mortgages than I thought. So at the very, at the very beginning I thought, yeah, she's crazy. But then I couldn't sleep that night. But the next uh then I realized that it was a very good it's a great idea. Yeah super smart. So yeah we're gonna show everyone toward the booth. Yeah let's go. Let's go. Okay So how do we build such an amazing, beautiful building now? So this is we've made building inside a book. So it was very hard to find a glassful of facade. The roof is around 24 tones. Yeah so it's crazy crazy but we made it work and it's totally amazing. Yeah. Do you want to go to tragedy life? Do let's go. Okay so here we are Cloud city live. I know we're producing a whole live streaming tv show. We always knew because of covid that not everyone will be able to come to Mwc as we wanted to make sure that people can learn about the public cloud. So over here we have the keynote stage, we're gonna have awesome speakers talking all throughout M. W. C. People from AWS Microsoft, google vendors companies. So really really great content. And then over there we have the cube interviewing people again 15 minute segments, live streaming but also available on demand. And you can find all of this content on cloud city. Tell Cody are calm and it's available for anyone to you. Well, a lot of content. And what about the roberts? I never get them out. Come on. We remember 100 days ago we were locked down. So we came up with the idea of having robots for the people who cannot attend in person. I know right. We always knew that there was gonna be a big virtual component to MWC this year. So we bought 100 telepresence robots. It's a great way to have a more personal experience inside the boot. Just sign up for one on cloud city dot telco D r dot com and you can control it yourself. Right? So today we have Nikki with us, who's dialing in from the Philippines in Manila? Hello, Nicky. Hi there, how are you? I were great. Can you show us a twirl all gaining on us? Super cool. Yeah, it is. What an experience. So Nikki robots are not the only cool thing we have in cloud city. We also have super awesome concert. We have rosario flores on monday. Who's a latin grammy award winner. We have Jon bon Jovi, Jon bon Jovi on Tuesday, can't be changing telephone that a little bit of rock n roll and that's Tuesday. And on Wednesday we have DJ official, it's going to be a super party. Now if you play our cloud city quest on cloud city telco D R dot com you can participate in a live streaming concert and so I know a lot of people out there have been a lockdown. Haven't been able to be going to concerts. Things from austin texas, which is the live music capital of the world, How to have music. It would be so exciting is gonna be great. I'm getting hungry. Why don't we go to the restaurant? Let's go eat. Let's go. Yeah, Here is our awesome restaurant. I know it's called Cloud nine. Right? It's a place to come and sit down and relax now. Barcelona is known for its great food and I'm a foodie. So we had to have a restaurant. Should we go check out my secret bar? Let's go. Mhm. Yeah, here >>thanks to a R. And thank you Nacho if you're watching this at home, I'm so sorry you can't join us in person. However, let's not forget this is a hybrid event meaning we're bringing all the public cloud action right to you wherever in the world you might be. This includes the Pact cloud city live program. We've partnered with the cube Silicon angle Media's live streaming video studio to make sure that all of the keynotes, panel discussions, demos, case studies interviews and way more are available on demand so you can watch them whenever and wherever you want or you can live stream and enjoy all things cloud city as and when they happen. So for those of you not able to join us in, Barcelona, be sure to log in to cloud city live and catch all the action and don't miss the awesome concert Tuesday night with Jon bon Jovi available for free. If you participate in our cloud city quest game, I'll be here throughout MWc bringing you reports and updates. Stay >>tuned. Yeah. >>Mhm. Okay, we're back here on the cube on the floor at mobile world congress in cloud city telco DRS clouds. They were here with D. R. Of telco, D R. Danielle Rice and great to see you back, we're back. So the keynotes going on connected world, the big news here, I'll see the open shift that's happening is going open. Open ran, it's been a big thing. Open ran alliance. You're starting to see the industry come together around this clear mandate that applications are gonna be cloud native and the public cloud is just coming in like a big wave and people are gonna be driftwood or they'll be surfing the wave. Yeah, this is what's happening. >>Yeah, I think public cloud is an unstoppable megatrend. It's hit every other industry regulated industries like banking, right? Top secret industries like government. They all use the public cloud tells us the last, you know, standing old school industry and it's coming and I don't think we could have had an MWc without talking about open man. That's the other major shift. And so we're bringing both of those ideas here together in cloud city. So >>the big theme is telco transformation. Maybe we could start with the basics like paint a picture of what the telco infrastructure looks like, particularly the data center stuff because they all have big data centers >>because that's >>those are the candidates to go into the cloud explained to the audience. >>Well, do you have a time machine? I think if any of us were in tech in the late 90s and early 2000s, that's what telcos like today. Right. So for people outside of the industry don't know right there mostly still managing their own data centers, they're just sort of adopting virtualization. Some of the more advanced telcos are mostly virtualized public cloud. Is this idea that like this advanced thought and so yeah, I mean things are on premise, things are in silom, things don't use a P. I. S there all integrated with custom code. And so the transformation, we can all see it because we've lived it in other industries. And I'm bringing that to telco and say come along for the ride. It totally works and it's gonna be amazing. >>So it's hardened purpose built infrastructure. Okay. That ultimately parts of that need to go to the public cloud. Right. What parts do you see going first? >>I think all of it. Really. Yeah. And I think when you look at like dish in the W. S. Which was an announcement that came out about two months ago. Right. I mean dish was doing all these are FPs. Everyone knew about it. They were looking for a cloud native software and no one knew what they were. They knew a big part was open man. But their coupling open ran with AWS and deploying their parts of their network onto the public cloud and the whole industry is like wait we thought this was years away, right? Or number two, you're crazy. And I'm saying this is what I've been talking about guys. This is exactly what you can do, leverage the Capex over. Let's see. I think Amazon did $100 billion 2020 right, leverage that Capex for yourself. Get that infinite scalability right? It's going to, well we >>have, we have a saying here in the queue, we just made this up called D. R. That's your initial tucker. The digital revolution and the three Rs reset re platform and re factor. I think the observation we're seeing is that you're coming in with the narrative what everyone's kind of like they're waking up because they have to reset and then re platform with the cloud. But the opportunity is gonna be the re factoring, You're seeing the public cloud, do that already with the Enterprise Enterprises. Already re factoring has done that. Already done that now. Telcos the last area to be innovated by the cloud. >>Yeah, I think there's old school big, we're kind of on a hollowed ground here in the Ericsson booth that I took over, right? They bailed and I kind of made fun of them. I was like, they don't have anything to say, right, They're not going to go to the show. I'm like, this is this is a revolution that's happening in telco and I don't think the big guys are really interested in rewriting their software that frankly makes them billions and billions of dollars of revenue. And I'm like to use the public cloud. All of the software needs to be rewritten needs to be re factored and you've got to start training your teams on how to use it. They don't have any capability. The telcos, in terms of those skills hire the right people, retrain your teams, move your applications, rewrite them. And I think that's what we're talking, this is not a short journey, this is a 10 year journey. So >>let's fast forward to the future a little bit because when I look around cloud city, I see ecosystem everywhere. So as you well know, the telcos have generally done a poor job of attacking adjacent seas. So my question is can they go beyond should they go beyond connectivity or is that going to be the role of the ecosystem? >>Yeah, I think it's time that the telco starts to focus on their subscriber, right? It's been really easy for them to rely on the oligopoly of the network, Right? The network, we live in the United States, we see the 18 T Verizon T mobile five G network, five G network. Like what about us? Right. And it's really easy for the over the top players right, that come in and they're always, telcos are always complaining about being coming dumb pipes and I'm like, you don't focus on the customer, we would rather buy from an Apple and amazon if they provided a mobile service because the customer experience will be better. Right? They need to start focusing on us. They have great businesses but they want to make them better. They need to start focusing on the subscriber, so >>it's a partnership with the ecosystem then for them to go beyond just straight connectivity because you're right, those are the brands that we want to do business >>with. You know, there was a great survey, Peter Atherton who will be talking as a speaker I think um I can't remember when he's talking but he was talking about how there was a survey done, where would you rather get your mobile service from? And it had a couple of big names in telco and then of course the obvious, you know, consumer brands, the ones that we all know and it was like overwhelmingly would rather buy from an amazon or an apple. And I'm like, this is like if you guys don't change, right, if telco doesn't change they keep rolling out 60 and blah blah blah. It's about the network and I don't start making about the subscriber right? Those revenues are going to continue to erode and they just sit there and complain about the O. T. T. Players. Like it's time to fight back. Yeah, I own the subscriber >>relationship. It's a digital revolution and I think This event really encapsulates in my mind this hybrid world here because it's physical events back. It's been since 2019 winter that this event actually happened. >>Well no it was even longer than, well I guess winter it was February of 19, right? And so like you look at ericsson and some of the big names that dropped out of the show, the time they come back, three years will have passed three years, right? This is how you feel your sales funnel is how you connect with your customers right? Tokyo is a very global, you know experience and so you gotta, you gotta get in front of people and you got to talk a >>lot of change to its happened, look at just what public clouds done in 2.5 years. You imagine three years being just >>gone, right? And I think a lot of people back to edition A. W. S. I think the industry was a little bit surprised by that announcement. So I've been telling executives if you were surprised by that, if you think that's, you know, if you don't know how that's gonna work, you need to come to cloud cities, you start meeting all the vendors are here. We have over 30 vendors, 70 demos, right? People who are pushing the technology forward, you need to learn what's going on here. We have several dish vendors here. Come learn about open rand, come learn about public cloud. So >>we're tight on time today, but we're going to have you back and we want to get into the tech, Get it to open, ran a little bit, get into what 5G and beyond and how we're going to take advantage of that and monetize it and what that all means. >>And also we want to hear what's going on the hallways. I know you got a lot of your key noting, you're gonna be a lot of events, the yacht. You've got a lot of briefings, >>yep. Yeah, I've already had two meetings this morning. I shot a video. Um, I met with one of the world's largest groups and I met with a tiny little super app company. Right? So running the gamut, doing everything reporter >>now, we could be like our roaming >>reporter. You know, I love, I love talking to execs and telco getting their perspective on what is public cloud and where are they going, what are they thinking about? And you talked to people who really, really get it and you get people who are just nascent and everywhere in between and I love mwc it's going great. >>Daniel Rose and you are a digital revolution telco DDR. There's amazing. Davis has been fantastic. Again for the folks watching, this is a hybrid events, there's an online component and we're reaching out with our remote interviews to get people brought in and we're shipping this content out to the masses all over the world. It's gonna be really amazing cube coverages here. It's gonna be rocking you guys are doing great. I just want to give you a compliment that you guys just did an amazing job. And of course we've got adam in the studio with the team. So adam, I'm gonna pass it off back to you in the studio

>>welcome back everyone. We're back to intermission. I'm hama in case you forgot and hear them with Brett and Peter. So what a great morning afternoon. We've had like we're now in the home stretch and you know, I really want to give a shout out to all of you who are sticking with us, especially if you're in different time zone than pacific. So I then jumped into the community rooms. The spanish won, the Brazilian won the french one. Everybody is just going strong. So again, so much so gratitude for that. Thank you for being so involved and really participating the chat rooms in the community. The chat windows in the community rooms are just going nuts. So it's, it's really good to see that. And as usual, Peter and brat had some great, very interactive panels and that was very exciting to watch. But you know, since they were on the panels, I decided to go and see some other things and I actually attended the last mile of container ization. That was, that was actually a very good session. We had a lot of good interactivity there. Yeah. And then while also talked about the container security in the cloud native world. So that was, I think that was your panel peter. That was, that was very exciting. And um, I want to share with everybody the numbers that we've been seeing for dr khan live. So as, as of, I'm sorry, said we need a drumroll. We do need a drum roll. Can you do a drum roll for me? No, no, no. >>Just a >>symbol. Okay, good. Go. Uh, we're at over 22,000 attendees um, today. So that's amazing. That's great. I love the sound effect. That's a great sound effect. The community rooms continue to be really engaged. We're still seeing hundreds of people in those rooms. So again shout out to everyone who is participating. And I felt again like a kid in a candy store didn't know which sessions to attend. They were all very interesting and you know, we're getting some good feedback on twitter. I want to read out some more tweets that we got and one in particular, I don't know whether to feel happy for this person or sad for this person, but it's uh well the initials are P. W. And he said that he was up at two am to watch the keynotes. So again, I'll let you decide whether you're it's a good thing or not, but we're happy to have you PW is awesome. Um as well. There was someone who said that these features are so needed. The things that dr announced this morning in the keynotes and that doctor has reacted to our pains and I think they mean has addressed their pain. So that was really gratifying to read. Yeah, really wonderful. That's some other countries that I didn't shout out before this just tells you what the breadth and scope of our community is. Indonesia, la paz Bolivia, Greece, Munich, Ukraine, oxford UK Australia Philippines. And there's just more and I'm going to do a special shadow to Montreal because that's where I'm from. So yes, applause for that. It was really great. And so I just want to thank all of you. Um, I want to encourage you when we talked about the power of community. Remember we're doing a fundraiser. So to combat Covid for Covid relief or actually all that money is going to go to UNICEF. Docker is contributing 10,000 and we're doing a go fund me. And the link is there on the screen. So please donate. You know, just $1. 1 person each of you donates $1. We would have raised over $22,000. So please please find it within you to contribute because again, our communities that are, that are the most effective are India and brazil, which are are very active doctor affinity. So please give back. I really appreciate that >>highlighted by the brazil. Yeah. >>You're going to brazil room and get them all to donate. Exactly. Um, also want to encourage, you know, if you're interested in participating in our, in our road map. Our public road map is on GIT hub. So it's get home dot com slash docker slash roadmap. And that's something that you can participate in and vote up features that you want to see. We love to get the community involved and participating in our, in our road map. So make sure to check that out. And I also want to note on that >>Hello can real quick. I'm sorry. Yeah, I talk about our road map all the time, but honestly folks out there are PMS are in their our ceo is in there that we do watch that. That is our roadmap is extremely, extremely important to us. So any features complaints, right, joining the conversation. That's a great way to get uh to interact with Docker in our products. Right. We we really highly valued the road map. Okay, back to your mama, sorry. >>Oh absolutely. And if you want to see us be even more responsive to what you need to participate in that road map discussion. That's really great. Um a couple of things coming up, just want to put the spotlight on. We have at 3 15 what's new with with desktop from our own ue cow. So I highly recommend that you attend that session and of course there's the Woman in tech live panel. So this is very exciting, moderated by yours truly and it has putting a spotlight on our women captains and our women developers. So that's very exciting. But I also hear that we're doing there's a session with jay frog coming up so peter, why don't you talk about that a little bit? >>Yeah, we have a session coming up from our partners from jay frog around devops patterns and anti patterns for continuous software updates. And another one that I'm extremely excited about is uh RM one talk from our very own Tony's from Docker. So if you have an M one and you're interested in multi arc architecture builds, check that out. It's gonna be a great, great talk. Um and then we have melissa McKay also from jay frog, talking about Docker and the container ecosystem and last but definitely not least. We'll check them all out there. Going to be great. But Brett is going to be doing I think the best panel that I'm gonna go watch and he made up a new word, it's called say this. I'm all about the trending new words today about this is gonna be awesome. Yeah. Yeah >>I'm going to have the battle bottle of the panels. >>Yeah. Yeah well mine's before years so we're not competing. So yeah we have we have two excellent panels in a row to finish off the day and just seven list is basically how to run, how can we run containers without managing servers? So it doesn't mean you don't actually have infrastructure just let's not manage service. Um Yeah and we we uh need to wrap it up and >>Uh before we do that I just want to um tell everyone that we actually have a promotion going on. So we um for those that sign up for a pro or team subscription, we're offering a 20% off so there's the U. R. L.. You can check out what the promotion is and this is for a new and returning users so you can use the promo code dr khan 21 all the information is on the website are really encourage you to check that out promotion for 20% off, join us for our panels. And we're doing a wrap up at five p.m. Where we'll have our own Ceo and that wrap up portion. Look forward to seeing there. All right, >>thank you too. All right everyone we'll see you on the next go around coming up next me and some other people awesome and Yeah. Mhm. Mhm. Yeah. >>Yeah. Yeah. Mhm. Is >>a really varied community. There's a lot of people with completely different backgrounds, completely different experience levels and completely different goals about how they want to use Docker. And I think that's really interesting. It's always easy to talk about the technology that I've used for so many years. I really love Doctor and I can find so many ways that it's useful and it's great to use in your day to day work clothes. I've >>used doctor for anything from um tracking airplanes with my son, which was a kind of cool project to more professional projects where we actually Built one of the first database as his services using docker even before it was 10 and I was released and we took it further and we start composing monitoring tools. We really start taking it to the next level. And we got to the point where I was trying to make everything in a container, I love to use >>doctor to make disposable project so I can download the project and it's been that up using Docker compose or something like that in a way that every developer that works in the project doesn't even need to know the underlying technology doesn't just need to run Docker compose up and the whole project is going to be up and running even if >>you're not using doctor and production, there are a lot of other ways that you can use doctor to make your life so much easier. As a developer, you can run your projects on your machine locally. Um as a tester you can actually launch test containers and be able to run um dependencies that your project requires. You can run real life versions so that um you're as close to production as possible. >>I was able to migrate most of the workloads from our on from uh to the cloud. Running complete IEDs inside a docker or running it or using it basically to replace their build scripts or using it to run not web applications but maybe compile c plus plus code or compile um projects that really just require some sort of consistency across their team, >>whether it be a web app or a database, I can control these all the same. That was really the power I saw within Doctors standardization and the portability >>doctor isn't the one that created containers uh and uh but it's the one that made it uh democratically possible, so everyone use it. And this effort has made the technology environment so much better for everyone that uses it, both for developers and for end users. So this >>past year has been quite interesting and I think we're all in the same boat here, so no one has, no one is an exception to this, but what we all learn from it is, you know, the community is very important and to lean on other people for help for assistance. >>Yeah, it's been really challenging of course, but I think the biggest and most obvious thing that I've learned both on a personal and a business perspective is just to be ready to adapt to change and don't be afraid of it either. I think it's worth noting that you should never really take it for granted that the paradigms of, you know, the world or technology or something like that aren't going to shift drastically and very, very quickly. >>I'm looking forward to what is coming down the pipe with doctor. What more are they going to throw our way in order to make our lives easier? >>It's very interesting to see the company grow and adapt the way it has. I mean it as well as the community, it's been very interesting to see, you know, how, you know, the return to develop our focus is now the main focus and I find that's very interesting because, you know, developers are the ones that really boost the doctor to where it is today. And if we keep on encouraging these developer innovation, we'll just see more tools being developed on top of Doctor in the future, and that's what I'm really excited to see with Doctor and the technology in the future.

>>Hello everybody. And welcome back. Wow. What a Docker con we've been gone all day. There's so many great breakout sessions, live panels. How many you just came off a live panel. >>He did. It was great. It was awesome. >>So I'm Peter McKie, head of developer relations and we have Brett Fisher hammer one on everybody just introduced herself. We have a new guest here. I'm not sure if people know who you are. Uh, Scott, maybe if you can introduce yourself. Hello? Hello. Hello? Is this Mike? All right. Awesome. So I thought, well cool. What a long day. I think we had some really awesome talks. Of course. Um, it was hard to jump around right. And see everything. So, um, so I missed a lot, but I got to see some great talks. I love the Kubernetes talk. The, the, the, the minimal things you need to know from Kubernetes from Elton, which was fantastic. Yeah. I really loved. And the M one talk from tonus man. I'm super excited about my. >>Yeah, I'm super excited, but I didn't get the Mac until I knew that Docker would support containers on it. There you go. >>There you go. Everybody should have one. Yep. Yep. So you said we were running windows. It's just a personal, personal preference. Okay. So I thought, I thought we could talk about maybe reminisce a little bit, but uh, you know, Scott has the shirt on there from 14, but I doubt that's the first DockerCon you have ever been to Scott? Is it the first, first? Yeah, that was the first one we ever held. So first one we ever held was, uh, June, 2014. And so it was about what, 15 months after Docker was opensource. And we had 300 people all crammed in a little room in a hotel in San Francisco. Right. And we had Lego whale schwag and, you know, talks. And it w what's that, that was the first one. Yeah, it was the first one. And then after that, I remember I wasn't there, but in, um, was it an Amsterdam where the video, the great video where the, the, the, the crowd, we got to play a video game and they were kicking around the, the, uh, beach balls and it would move, moved a little arcade character. Brett, do you remember this? And, and you had to move with the crowd. It was, it looked like a nightclub. It was closed. >>That was fantastic. Like those intros were some of the most, it was like being in a nightclub when, uh, a new band debuted or >>All right. Well, how am I, w is this your, this is your first Docker con, correct? >>It is. I'm like, I feel like I'm just a new, but, uh, I had a great time, like I said, before, kid in the candy store, I learned so much, especially the panels, even from our Docker individuals. So that was, it was great. I I'm enthralled, I'm excited. I'm going to watch all the recordings afterwards as everyone else will be able to do too, since we got that question a lot, but yeah. Super exciting for me. >>Yeah. You might have to wait until tomorrow because the adrenaline is just going to just going to drop. You might just sleep, sleep, and then, but then you can watch them watch all the replays tomorrow. I know that's what I'm going to do, catch up on things sleep with. But, um, I have some that talk about, and so some of the highlights that I was interested in, maybe some of them, you know, might not be at the top of everybody's mind, but the verified publisher program. I mean, that, that is it's incredible, right. That's just about all the security, uh, supply chain security problems that are happening. Right. That's a huge, huge win for us. I think Scott of having, uh, partners around, uh, around containers, around software, joining us to, and we verify their content, uh, just building trust, more trust with the community, right? >>Yeah. I mean, I mean, you saw this theme throughout the conference, right? Is that the, the security theme kind of ran deep and you saw a lot of talks and panels. And so this is just kind of playing into that where it's like, how do you, how do you start with content you trust as developers updated or their put their apps on it and then hand it off to ops and then deploy from there. And so, um, the verified publisher program is just another layer if you will, of providing kind of trusted content that, that people want to use and want to use in their application. So yeah, no, I think it's a great ad and it's very consistent with what you see kind of the conversation, the community that we saw throughout the day. Yeah, absolutely. But w what was the highlight for you for today? Put you on the spot a little bit. >>Um, again, hanging out, getting to hang out with my friends again and meet new people like that was basically, you know, at Docker con uh, I have so many memories. In fact, uh, we were earlier today on Twitter. We were throwing up some old pictures of like the original captains, uh, gathering in Seattle. And we actually got to be captains on little boats. They get, they, they put us in boats, we didn't have any training and we got to drive them around in a, in a lake. And it was hilarious. Um, and, and having those memories and then re reliving them with people that were there or people that were, um, a part of that early days of Docker. And that's one of my favorite parts of Docker course, the learning is fantastic, the new features, but yeah, that, that those memories >>Let, let, let me lean into Brett it's point. Like, like, so we're all, we're all nerds and introverts, right? So like, we get excited by the tech and the bits and the bites, but Brett's point about like the community and how, like it's just grown over the years. And it's always been kind of welcoming to newcomers as well as providing forums for cutting edge discussions as well. Like that, that is one of those things. I think we, we often don't fully appreciate no fully celebrate. And so today was a great example of just celebrating that and putting that front and center of the whole conversations for everything. Yeah, yeah. A hundred percent in the, all of the community leaders, the community, the rooms that we had. I mean, they were, we just chatting before we came online about the Brazil, uh, community room there they're just trucking along, keep going. Yeah. Yeah. I mean, they're, they're just, um, yeah, it amazes me every, every time and the captains program. Right. I mean, everybody on there is they're experts in what they do, but not a whole lot of egos. I mean, it just super nice people always willing to help. I mean, the whole community is like that in my opinion, for sure. Yeah. Awesome. >>Just a couple of highlights that I wanted to share if I could, what was your favorite? Um, you know, my favorite, this is going to sound super geeky. It was the people talked about documentation. And so I just wanted to do a call out to OSHA who does such a great job on our documentation and that as a developer, I mean, documentation was a very important part of what I needed to do. It's like a critical tool for me, and that we have that on the program was great, but of course, verified publisher program I've been working closely on that. That has been great. We have some great press releases that have gone out from our partners. So I encourage you to check that out. I wanted to share some stats if that's okay. I think attendees would be very interested. We have over 79,000 people who signed up for DockerCon. >>So, uh, that's a great number that exceeds last year's number, I believe. And, uh, we had the, the sound right. And then we had about 23,000, um, attendees during the, the day today, which is, which is also incredible. And we're still crunching those numbers, but it's wonderful. And then the, GoFund me, we're sitting at about a little over a thousand dollars. So, you know, DockerCon, doesn't end after this. There's still recordings and presentations you can look at and the GoFund me will still be up for a while. So I encourage you to, to donate for that. But those are just some interesting stats. >>Oh, that's awesome. Yeah. It's amazing. The numbers that, that happened. And again, I think it's because of the community for real, there's just so many great folks. Yeah. I mean, the chat is just on fire, right. Everybody wants to engage so much. It just flies by right. When you see it, right. You see folks waking up at 2:00 AM, 3:00 AM to participate, and it's not, you know, part of it's for the content, but, but a lot of it is the community because they know they're going to find folks willing to answer questions, willing to share. And, and you know, how often do you experience that in tech communities? And so I think that's what makes Docker, um, special. There's a lot of great communities out there, but the doc community is really special in that sense of like, like you can wait in, you can be a newbie, you can be an expert and there's a place for you, right. >>There's a place for you to share. There's a place for you to learn. And there's always something to learn. There's always something you can share with someone else. And I think that's something that we all should like celebrate, but also work hard and be deliberate to kind of, kind of preserve right. And, and protect as we grow this to like 80,000 this year, a hundred thousand next year, 200,000 million after that, right? Yeah. Yeah. A hundred percent. Yeah. It's important to stay authentic and true to our roots for sure. And I think that's, I mean, it's one of the biggest reasons I am here at Dockers because of the community. The tools are awesome too. Uh, you know, I'm a big fan for sure. And that's what drew me in, but I stay before the people, one that I work with and to the, the broader community, I think it's one of the best in the industry. >>I possibly could be a little biased, but I truly believe that it's okay to, you're a lot of advice. What do you hear in the chat? Yeah. Yeah. You got one, one 30 in the morning and the UK two 25 in the morning. Where's Tony Switzerland. So yeah. That's great. Philippines. Yeah. Yeah. Jacob Howard was on my, uh, on my panel for, uh, development dev containers. Right. He's in Ukraine and he's like, yeah, Nope, no problem. I'll wake up. I'd love to be on. Right. It's it's amazing. Yeah. Okay. What did we, and this might be, I risk, uh, not thinking too far in the future, but you know, you know, sitting in America, looking at COVID right. I think we're starting to come out of it a little bit. Uh, the rest of the world is, you know, still struggling a bit, but, um, yeah. >>Be interesting. Let's say everything goes well. Right. Hi, some kind of hybrid, um, events seems interesting to me, um, possibly some local events that, you know, these communities are coming together, live to watch and to also do their thing. I don't know. I don't know anybody's thoughts about, um, you know, what a hybrid model looks like next year or maybe a year and a half. I don't, I don't know, but I just, no, Peter, I think you're spot on. And that's, that's the topic of the moment, right? It's like, how do you preserve the, the wonderful reach and accessibility that we're seeing today? Right. And last year with the virtual conferences, but we also know that like the face to face in person, our IRL conferences also have a lot of value. Right. So how do you, how do you blend the two of those and still have a great experience, honestly, like community, like give us your feedback, give us your ideas. >>Like we're, we're right in the middle of figuring out what we do for the next 12 months, once it's safe to meet face to face. Right. That's a great question. Yeah. Yeah. I don't, you can't beat the power of sitting down beside someone, like you mentioned earlier, Scott, where a lot of us are introverts and, um, you know, so the screen in front of us is a little bit hard, but I, those connections you make in the hallways after, after the talks in, in the hotel lobby, I mean, white boarding on a, on a yeah. Like it's, it's invaluable, right? Yeah. Yeah. Well, awesome. Brett time-check we're where are we at? Here? We are at time. Okay. It felt like that. Oh man. Oh, bummer. Well it's okay. What a great day. Goodbye. >>See you later. Goodbye. Yeah. Well, thanks guys for jumping on here at the end and with everybody, I really appreciate it. And uh, thank you to the Docker community, all the speakers, all the panelists, all the keynote speakers, everybody behind the scenes did a phenomenal job. Um, I I'm super excited to be part of this team and I totally look forward to being able to see everybody in person. And, uh, yeah, I'll shut up and let anybody else close out. I don't want to be the last one, but, uh, well, no. Well done Peter. Well done Brett, and look, Dr. Communities is what makes us, makes us strong, makes it work. And through trials like COVID and other challenges of last year, the community held strong, right? And so let's all respect that let's cherish that let's protect that. And like, let's look forward in the next 12 months, have a great 12 months and figure out what DockerCon 20, 22 looks like the conclude, all these great voices have as much interactivity, whether it's on-prem, whether it's virtual, whether it's hybrid and just want to say thank you to community. Thank you. The sponsors. Thank you. The Docker team who went above and beyond to make this happen. Thank you. The Docker, captains and the community behind the scenes. A phenomenal event. And just want to thank everyone so much. Yeah. Yep. All right. Well, that'll wrap it up. Thanks everybody. We'll see you we'll see you soon. Awesome. All right. Thanks everyone, doctor

>> From theCUBE studios in Palo Alto, in Boston bringing you data-driven insights from theCUBE and ETR. This is Breaking Analysis with Dave Vellante >> The latest Arm Neoverse announcement further cements our opinion that it's architecture business model and ecosystem execution are defining a new era of computing and leaving Intel in it's dust. We believe the company and its partners have at least a two year lead on Intel and are currently in a far better position to capitalize on a major waves that are driving the technology industry and its innovation. To compete our view is that Intel needs a new strategy. Now, Pat Gelsinger is bringing that but they also need financial support from the US and the EU governments. Pat Gelsinger was just noted as asking or requesting from the EU government $9 billion, sorry, 8 billion euros in financial support. And very importantly, Intel needs a volume for its new Foundry business. And that is where Apple could be a key. Hello, everyone. And welcome to this week's weekly bond Cube insights powered by ETR. In this breaking analysis will explain why Apple could be the key to saving Intel and America's semiconductor industry leadership. We'll also further explore our scenario of the evolution of computing and what will happen to Intel if it can't catch up. Here's a hint it's not pretty. Let's start by looking at some of the key assumptions that we've made that are informing our scenarios. We've pointed out many times that we believe Arm wafer volumes are approaching 10 times those of x86 wafers. This means that manufacturers of Arm chips have a significant cost advantage over Intel. We've covered that extensively, but we repeat it because when we see news reports and analysis and print it's not a factor that anybody's highlighting. And this is probably the most important issue that Intel faces. And it's why we feel that Apple could be Intel's savior. We'll come back to that. We've projected that the chip shortage will last no less than three years, perhaps even longer. As we reported in a recent breaking analysis. Well, Moore's law is waning. The result of Moore's law, I.e the doubling of processor performance every 18 to 24 months is actually accelerating. We've observed and continue to project a quadrupling of performance every two years, breaking historical norms. Arm is attacking the enterprise and the data center. We see hyperscalers as the tip of their entry spear. AWS's graviton chip is the best example. Amazon and other cloud vendors that have engineering and software capabilities are making Arm-based chips capable of running general purpose applications. This is a huge threat to x86. And if Intel doesn't quickly we believe Arm will gain a 50% share of an enterprise semiconductor spend by 2030. We see the definition of Cloud expanding. Cloud is no longer a remote set of services, in the cloud, rather it's expanding to the edge where the edge could be a data center, a data closet, or a true edge device or system. And Arm is by far in our view in the best position to support the new workloads and computing models that are emerging as a result. Finally geopolitical forces are at play here. We believe the U S government will do, or at least should do everything possible to ensure that Intel and the U S chip industry regain its leadership position in the semiconductor business. If they don't the U S and Intel could fade to irrelevance. Let's look at this last point and make some comments on that. Here's a map of the South China sea in a way off in the Pacific we've superimposed a little pie chart. And we asked ourselves if you had a hundred points of strategic value to allocate, how much would you put in the semiconductor manufacturing bucket and how much would go to design? And our conclusion was 50, 50. Now it used to be because of Intel's dominance with x86 and its volume that the United States was number one in both strategic areas. But today that orange slice of the pie is dominated by TSMC. Thanks to Arm volumes. Now we've reported extensively on this and we don't want to dwell on it for too long but on all accounts cost, technology, volume. TSMC is the clear leader here. China's president Xi has a stated goal of unifying Taiwan by China's Centennial in 2049, will this tiny Island nation which dominates a critical part of the strategic semiconductor pie, go the way of Hong Kong and be subsumed into China. Well, military experts say it was very hard for China to take Taiwan by force, without heavy losses and some serious international repercussions. The US's military presence in the Philippines and Okinawa and Guam combined with support from Japan and South Korea would make it even more difficult. And certainly the Taiwanese people you would think would prefer their independence. But Taiwanese leadership, it ebbs and flows between those hardliners who really want to separate and want independence and those that are more sympathetic to China. Could China for example, use cyber warfare to over time control the narrative in Taiwan. Remember if you control the narrative you can control the meme. If you can crawl the meme you control the idea. If you control the idea, you control the belief system. And if you control the belief system you control the population without firing a shot. So is it possible that over the next 25 years China could weaponize propaganda and social media to reach its objectives with Taiwan? Maybe it's a long shot but if you're a senior strategist in the U S government would you want to leave that to chance? We don't think so. Let's park that for now and double click on one of our key findings. And that is the pace of semiconductor performance gains. As we first reported a few weeks ago. Well, Moore's law is moderating the outlook for cheap dense and efficient processing power has never been better. This slideshows two simple log lines. One is the traditional Moore's law curve. That's the one at the bottom. And the other is the current pace of system performance improvement that we're seeing measured in trillions of operations per second. Now, if you calculate the historical annual rate of processor performance improvement that we saw with x86, the math comes out to around 40% improvement per year. Now that rate is slowing. It's now down to around 30% annually. So we're not quite doubling every 24 months anymore with x86 and that's why people say Moore's law is dead. But if you look at the (indistinct) effects of packaging CPU's, GPU's, NPUs accelerators, DSPs and all the alternative processing power you can find in SOC system on chip and eventually system on package it's growing at more than a hundred percent per annum. And this means that the processing power is now quadrupling every 24 months. That's impressive. And the reason we're here is Arm. Arm has redefined the core process of model for a new era of computing. Arm made an announcement last week which really recycle some old content from last September, but it also put forth new proof points on adoption and performance. Arm laid out three components and its announcement. The first was Neoverse version one which is all about extending vector performance. This is critical for high performance computing HPC which at one point you thought that was a niche but it is the AI platform. AI workloads are not a niche. Second Arm announced the Neoverse and two platform based on the recently introduced Arm V9. We talked about that a lot in one of our earlier Breaking Analysis. This is going to performance boost of around 40%. Now the third was, it was called CMN-700 Arm maybe needs to work on some of its names, but Arm said this is the industry's most advanced mesh interconnect. This is the glue for the V1 and the N2 platforms. The importance is it allows for more efficient use and sharing of memory resources across components of the system package. We talked about this extensively in previous episodes the importance of that capability. Now let's share with you this wheel diagram underscores the completeness of the Arm platform. Arms approach is to enable flexibility across an open ecosystem, allowing for value add at many levels. Arm has built the architecture in design and allows an open ecosystem to provide the value added software. Now, very importantly, Arm has created the standards and specifications by which they can with certainty, certify that the Foundry can make the chips to a high quality standard, and importantly that all the applications are going to run properly. In other words, if you design an application, it will work across the ecosystem and maintain backwards compatibility with previous generations, like Intel has done for years but Arm as we'll see next is positioning not only for existing workloads but also the emerging high growth applications. To (indistinct) here's the Arm total available market as we see it, we think the end market spending value of just the chips going into these areas is $600 billion today. And it's going to grow to 1 trillion by 2030. In other words, we're allocating the value of the end market spend in these sectors to the marked up value of the Silicon as a percentage of the total spend. It's enormous. So the big areas are Hyperscale Clouds which we think is around 20% of this TAM and the HPC and AI workloads, which account for about 35% and the Edge will ultimately be the largest of all probably capturing 45%. And these are rough estimates and they'll ebb and flow and there's obviously some overlap but the bottom line is the market is huge and growing very rapidly. And you see that little red highlighted area that's enterprise IT. Traditional IT and that's the x86 market in context. So it's relatively small. What's happening is we're seeing a number of traditional IT vendors, packaging x86 boxes throwing them over the fence and saying, we're going after the Edge. And what they're doing is saying, okay the edge is this aggregation point for all these end point devices. We think the real opportunity at the Edge is for AI inferencing. That, that is where most of the activity and most of the spending is going to be. And we think Arm is going to dominate that market. And this brings up another challenge for Intel. So we've made the point a zillion times that PC volumes peaked in 2011. And we saw that as problematic for Intel for the cost reasons that we've beat into your head. And lo and behold PC volumes, they actually grew last year thanks to COVID and we'll continue to grow it seems for a year or so. Here's some ETR data that underscores that fact. This chart shows the net score. Remember that's spending momentum it's the breakdown for Dell's laptop business. The green means spending is accelerating and the red is decelerating. And the blue line is net score that spending momentum. And the trend is up and to the right now, as we've said this is great news for Dell and HP and Lenovo and Apple for its laptops, all the laptops sellers but it's not necessarily great news for Intel. Why? I mean, it's okay. But what it does is it shifts Intel's product mix toward lower margin, PC chips and it squeezes Intel's gross margins. So the CFO has to explain that margin contraction to wall street. Imagine that the business that got Intel to its monopoly status is growing faster than the high margin server business. And that's pulling margins down. So as we said, Intel is fighting a war on multiple fronts. It's battling AMD in the core x86 business both PCs and servers. It's watching Arm mop up in mobile. It's trying to figure out how to reinvent itself and change its culture to allow more flexibility into its designs. And it's spinning up a Foundry business to compete with TSMC. So it's got to fund all this while at the same time propping up at stock with buybacks Intel last summer announced that it was accelerating it's $10 billion stock buyback program, $10 billion. Buy stock back, or build a Foundry which do you think is more important for the future of Intel and the us semiconductor industry? So Intel, it's got to protect its past while building his future and placating wall street all at the same time. And here's where it gets even more dicey. Intel's got to protect its high-end x86 business. It is the cash cow and funds their operation. Who's Intel's biggest customer Dell, HP, Facebook, Google Amazon? Well, let's just say Amazon is a big customer. Can we agree on that? And we know AWS is biggest revenue generator is EC2. And EC2 was powered by microprocessors made from Intel and others. We found this slide in the Arm Neoverse deck and it caught our attention. The data comes from a data platform called lifter insights. The charts show, the rapid growth of AWS is graviton chips which are they're custom designed chips based on Arm of course. The blue is that graviton and the black vendor A presumably is Intel and the gray is assumed to be AMD. The eye popper is the 2020 pie chart. The instant deployments, nearly 50% are graviton. So if you're Pat Gelsinger, you better be all over AWS. You don't want to lose this customer and you're going to do everything in your power to keep them. But the trend is not your friend in this account. Now the story gets even gnarlier and here's the killer chart. It shows the ISV ecosystem platforms that run on graviton too, because AWS has such good engineering and controls its own stack. It can build Arm-based chips that run software designed to run on general purpose x86 systems. Yes, it's true. The ISV, they got to do some work, but large ISV they have a huge incentives because they want to ride the AWS wave. Certainly the user doesn't know or care but AWS cares because it's driving costs and energy consumption down and performance up. Lower cost, higher performance. Sounds like something Amazon wants to consistently deliver, right? And the ISV portfolio that runs on our base graviton and it's just going to continue to grow. And by the way, it's not just Amazon. It's Alibaba, it's Oracle, it's Marvell. It's 10 cents. The list keeps growing Arm, trotted out a number of names. And I would expect over time it's going to be Facebook and Google and Microsoft. If they're not, are you there? Now the last piece of the Arm architecture story that we want to share is the progress that they're making and compare that to x86. This chart shows how Arm is innovating and let's start with the first line under platform capabilities. Number of cores supported per die or, or system. Now die is what ends up as a chip on a small piece of Silicon. Think of the die as circuit diagram of the chip if you will, and these circuits they're fabricated on wafers using photo lithography. The wafers then cut up into many pieces each one, having a chip. Each of these pieces is the chip. And two chips make up a system. The key here is that Arm is quadrupling the number of cores instead of increasing thread counts. It's giving you cores. Cores are better than threads because threads are shared and cores are independent and much easier to virtualize. This is particularly important in situations where you want to be as efficient as possible sharing massive resources like the Cloud. Now, as you can see in the right hand side of the chart under the orange Arm is dramatically increasing the amount of capabilities compared to previous generations. And one of the other highlights to us is that last line that CCIX and CXL support again Arm maybe needs to name these better. These refer to Arms and memory sharing capabilities within and between processors. This allows CPU's GPU's NPS, et cetera to share resources very often efficiently especially compared to the way x86 works where everything is currently controlled by the x86 processor. CCIX and CXL support on the other hand will allow designers to program the system and share memory wherever they want within the system directly and not have to go through the overhead of a central processor, which owns the memory. So for example, if there's a CPU, GPU, NPU the CPU can say to the GPU, give me your results at a specified location and signal me when you're done. So when the GPU is finished calculating and sending the results, the GPU just signals the operation is complete. Versus having to ping the CPU constantly, which is overhead intensive. Now composability in that chart means the system it's a fixed. Rather you can programmatically change the characteristics of the system on the fly. For example, if the NPU is idle you can allocate more resources to other parts of the system. Now, Intel is doing this too in the future but we think Arm is way ahead. At least by two years this is also huge for Nvidia, which today relies on x86. A major problem for Nvidia has been coherent memory management because the utilization of its GPU is appallingly low and it can't be easily optimized. Last week, Nvidia announced it's intent to provide an AI capability for the data center without x86 I.e using Arm-based processors. So Nvidia another big Intel customer is also moving to Arm. And if it's successful acquiring Arm which is still a long shot this trend is only going to accelerate. But the bottom line is if Intel can't move fast enough to stem the momentum of Arm we believe Arm will capture 50% of the enterprise semiconductor spending by 2030. So how does Intel continue to lead? Well, it's not going to be easy. Remember we said, Intel, can't go it alone. And we posited that the company would have to initiate a joint venture structure. We propose a triumvirate of Intel, IBM with its power of 10 and memory aggregation and memory architecture And Samsung with its volume manufacturing expertise on the premise that it coveted in on US soil presence. Now upon further review we're not sure the Samsung is willing to give up and contribute its IP to this venture. It's put a lot of money and a lot of emphasis on infrastructure in South Korea. And furthermore, we're not convinced that Arvind Krishna who we believe ultimately made the call to Jettisons. Jettison IBM's micro electronics business wants to put his efforts back into manufacturing semi-conductors. So we have this conundrum. Intel is fighting AMD, which is already at seven nanometer. Intel has a fall behind in process manufacturing which is strategically important to the United States it's military and the nation's competitiveness. Intel's behind the curve on cost and architecture and is losing key customers in the most important market segments. And it's way behind on volume. The critical piece of the pie that nobody ever talks about. Intel must become more price and performance competitive with x86 and bring in new composable designs that maintain x86 competitive. And give the ability to allow customers and designers to add and customize GPU's, NPUs, accelerators et cetera. All while launching a successful Foundry business. So we think there's another possibility to this thought exercise. Apple is currently reliant on TSMC and is pushing them hard toward five nanometer, in fact sucking up a lot of that volume and TSMC is maybe not servicing some other customers as well as it's servicing Apple because it's a bit destructive, it is distracted and you have this chip shortage. So Apple because of its size gets the lion's share of the attention but Apple needs a trusted onshore supplier. Sure TSMC is adding manufacturing capacity in the US and Arizona. But back to our precarious scenario in the South China sea. Will the U S government and Apple sit back and hope for the best or will they hope for the best and plan for the worst? Let's face it. If China gains control of TSMC, it could block access to the latest and greatest process technology. Apple just announced that it's investing billions of dollars in semiconductor technology across the US. The US government is pressuring big tech. What about an Apple Intel joint venture? Apple brings the volume, it's Cloud, it's Cloud, sorry. It's money it's design leadership, all that to the table. And they could partner with Intel. It gives Intel the Foundry business and a guaranteed volume stream. And maybe the U S government gives Apple a little bit of breathing room and the whole big up big breakup, big tech narrative. And even though it's not necessarily specifically targeting Apple but maybe the US government needs to think twice before it attacks big tech and thinks about the long-term strategic ramifications. Wouldn't that be ironic? Apple dumps Intel in favor of Arm for the M1 and then incubates, and essentially saves Intel with a pipeline of Foundry business. Now back to IBM in this scenario, we've put a question mark on the slide because maybe IBM just gets in the way and why not? A nice clean partnership between Intel and Apple? Who knows? Maybe Gelsinger can even negotiate this without giving up any equity to Apple, but Apple could be a key ingredient to a cocktail of a new strategy under Pat Gelsinger leadership. Gobs of cash from the US and EU governments and volume from Apple. Wow, still a long shot, but one worth pursuing because as we've written, Intel is too strategic to fail. Okay, well, what do you think? You can DM me @dvellante or email me at david.vellante@siliconangle.com or comment on my LinkedIn post. Remember, these episodes are all available as podcasts so please subscribe wherever you listen. I publish weekly on wikibon.com and siliconangle.com. And don't forget to check out etr.plus for all the survey analysis. And I want to thank my colleague, David Floyer for his collaboration on this and other related episodes. This is Dave Vellante for theCUBE insights powered by ETR. Thanks for watching, be well, and we'll see you next time. (upbeat music)

>>From the cube studios in Palo Alto in Boston. It's the cube covering IBM thing brought to you by IBM. >>All right, ready? We're back. This is the cubes continuous coverage of IBM 2020 the digital event experience. My name is Dave Volante. Dasgupta is here. She's the vice president of marketing at IBM. She's also the COO of the global business services. good to see you. Thanks for coming back in the cube. Oh, I'm so happy to be here. Deva fantastic to be here. Do you have a lot of experience with brands? IBM itself, you know, amazing well known, a leading brand well, I'm wondering if you have any thoughts on what you're seeing in terms of how brands are responding to the 19 crisis. There are things out there that you're seeing that are inspiring you and yeah. What should we be looking for? Oh my gosh. I mean all around the last two, two months we have been living now in a, in an, in a new reality and this is not going to go back, do what we knew was normal. >>Right. This is going to be the new normal and how brands react to it sets us up for future growth and future success. You know, as a in the global business services steam as a CMO there I meet a lot of every single day and they are coming to us with business challenges. What makes the big difference right now? I think in terms of of being a successful brand is the resilience and the adaptive. If you see a company like IBM and you've talked a little bit about how iconic this brand is, it's been there for about 108 hundred and nine years now and it is being able to successfully reinvent itself every turn of the century and every turn of what's happening around us. Uh, it being able to I think it's extremely important. What also is important as a brand is the emphasis that you can feel towards the growth and success of your client's business. I think sets, um, any, any brand apart from growth. So adaptability and empathy. Those would be my two big thanks. We talked to a number of CIO is IBM came out as one of the companies really helping. It wasn't just IBM, there were many, many large organizations, small organizations that really had this empathic, we're in this together. >>That's exactly right. If you look at it, it's, it's both of what we do for our clients but also what we do for our own employees. Um, 95% of our work IBM is not working from home in a safe and secure environment. We've been able to work with our clients and move those teams that work with our clients also in a more safe and safe your environment. For example, something like our cocreation workshop, the IBM garage would think that for cocreation innovation, you all need to be together in a room and put up sticky notes on the board behind you. Okay. Yeah. We have moved into to be a virtual experience and we are now offering free trials of a lot of our products and solutions to our clients for the next 90 days where they can get their most resting business. Yes. Problem solved. You know, we just want to make sure we get that together and get the economy back on track. Get the companies back on the track of. >>Now, one of the other passions of yours I know is this notion of of the cognitive business, a smarter business. And, and I want to ask you, help us understand what that is. You know, beyond the sort of marketing taglines, what is a smarter business? >>Yes, a smarter business is adaptive and resilient. that would be the biggest things, um, that I would highlight. Now, how do they do that? They do that because they are able to have business arms. They use the data that they have at their disposal. Then mind you, this is not the, um, data that is searchable online. 80% of or customer data is with. The organizations themselves. Now, how do they use that data to create business plans, forms that give them competitive advantage is one of the core tenets of what makes a smarter business. The second piece is around workflows that are more intelligent. Now, what makes these work, those more intelligent, what are these words? Those, these are end to end processes. So think of supply chain. How do you make your supply chain more resilient in the covert crisis right now that many, um, many companies are grappling with. >>How do you strengthen your direct to consumer routes? Many companies that used to deliver to stores now are figuring out how to get direct to consumers. So yeah, making these work close more intelligent, more resilient. How do you manage your work of course, right? Um, how do you make sure that the customer data that many employee's work is safe and secure? Sure. So second is the intelligence. Yes. And the third thing is all about the expedience and being able to engage with your customers in you are ways, if you think of some specific industries that are dealing with customer claims, you know, you look at the health, yeah. Provider industry, you're looking at insurance claims and and things like that. They are grappling with this new reality and being to then connect with your customers in new and engaging ways. I think is of utmost importance. So the three things, platforms, most expedience is what makes us smarter business possible. And that business is adaptive and resilient. >>Uh, the way in which brands are engaging dramatically different then it was just a few months ago. And our thinking is there's going to be some permanent changes here. What, what are your thoughts in that regard? >>Absolutely. 100% agree. Um, when we go back work, when we all get out of our home offices, um, it's going to be an a new way of. Right. Okay. And we're already seeing, uh, the engagement within our own work. Forced rising. Yeah. For example, I just came off of a, one of our all hands calls and we create these new videos on how we have new coworkers. We have, you know, pets and kids and parents cared for at home. Yeah. Mmm. all of this though, there is a greater sense of togetherness. There is a greater sense of solidarity. And what inspires me the most is when I look at the people around us in the delivery, uh, deems, you know, across the world. If you look at India, if you look at Philippines in our big teams that are delivering for clients every single day, the resiliency that they have shown in being able to overcome these, these hurdles are giving us ideas that this is not a one and done. >>This could actually be the new normal going beyond it. The automation that we have been able to apply. Um, uh, when you have like AI, how do you processes different if things are more efficient, wouldn't it be a better idea? Just have that go throughout to the rest of, you know, um, what's the new normal around us? So this is absolutely gonna change the way we work, the way we engage with our clients and the kind of, um, new ways of a new routes to market. I think that is the most exciting to me. How can we, how can we feel T and find out new routes to market new customers and be able to provide them value. The Watson Watson digital assistant is, is interesting to me because it allows us as one example of a hospital to be able to put out information that's accurate and timely. >>These things have to be done in near real time. As we know, the Covance situation, it changes daily. You know, maybe the change is, is decelerating a little bit, but it's still several times a week. there was a period of time where it was changing multiple times for days. Yes. So for instance, do I wear a mask? Do I not wear a mask? How far do I have to stand away? Can I can I actually get this by walking behind somebody, et cetera, et cetera. So much information that changed so quickly is the medical community got that. So you have to be able to access that data and you know, to your point about that, yeah, intelligent workflow, be able to do that in near real time. And that's what to me anyway, it's about operationalizing that data, you know, AI capability across the organization. >>Not just in some stovepipe where I have to ask somebody to some analysis for me that that is a huge change in the way in which businesses operate, isn't it? It is a huge change. And I think it's also about visibility, um, that the common man is right now the citizens that the people who are, who are, um, trying to access these technology. Yes. I think it gives them a renewed hope, um, in what technology could really provide. How are we are still being able to work while we are stuck in our homes, how we are still able to buy things online and the not jeopardize the safety of our loved ones who, you know, I'm the who maybe immunocompromised. You cannot go out and shop how we are able to still do the delivery. And, and the beauty of this is we in the technology industry we knew this, so >>go back one year we were working with. Um, no a company that supplies life saving medicines to many parts of Africa, the supply chain there and the technology and the intelligence that we had embedded in that hello made it possible for this human and tech interaction. And I think that is what the beauty of this is the renewed understanding of what technology can do for you. Yeah. And the ability to interact with the technology to make that happen. For example, in Africa, you have to sometimes rely on the Goodwill of the local villagers when there are floods and the pats are run over with water. You have to trigger, um, uh, an email or you know, you have to go to your cell phone so that the locals can then the medicine's over. Yeah. Uh, over the flooded planes to the hospitals. The interaction of the human with the technology that is there to help you and make your lives easier. I think right now there's renewed understanding and acceptance of that and I think it's a, it's a good thing. It's a good thing for all of us. >>I mean, it really is the, the uniqueness of IBM, deep industry expertise, knowledge, and yet know tons of R and D and technology. Oh, galore. Manny, thanks so much for coming back on the cubes. Great to see you. Hopefully next time it'll be face to face, but I really appreciate your time. >>Oh, I, I so wished for that I, so I, I do miss the the live connections, but you know, technology will take us forward till then and, uh, fantastic to be here. I loved it. Toxin. >>Great. And thank you for watching everybody. This is Dave Volante, but the cube for the IBM digital event experience, you 2020. We'll be right back right after this short break.

>> from Seattle. Washington. It's the Q covering AWS. Imagine nonprofit brought to you by Amazon Web service is >> Hey, welcome back already, Jeff. Rick here with the Cube were in Seattle, Washington, right on the waterfront. It's a beautiful day. Unfortunately, a lot of the topics we're talking about today are not so beautiful. We're here at the AWS. Imagine not for profit. Imagine of it. Great event. Little under 1000 people here talking about solving very, very, very big important problems in AWS is helping him. We're excited to have our next guest on. He is Paul Shapiro, President and CEO of the International Center for Missing and Exploited Children. Paul, great to see you. >> Hey, Jeff. Thanks for having me. >> I mean, the title of your organization says that this is not a not a happy problem. I wonder if you can speak a little bit too, You know, kind of the scale of this, this issue and, you know, I know that's part of the reason why you got involved. >> Yeah. You know, it's interesting. Someone once said to me, How do you do this for a living every single day and this person put it into perspective, I think in a profound way. It's a woman who works on our team in the education space. She works with teachers all over the world to help them in the prevention and response of sexually abused and exploited children. Right? And she said, to be in this job to do this every day you give up a little bit of your own innocence to preserve the innocence of others. And when she said that to me, it really hit home. And while it can be challenging every single day, you know, we we realized that the work that we do is very, very important. And, you know, someone has to be there for these children that are very much alone. And that's what drives us every single day. >> Very much God's work, and it's a it's great great for you to do it. So give us a little bit of background on the actual organization. What do you do every day? What kind of the mission and how are you >> executing around the world? >> Well, the mission, as as we like to say, is summarized up in just a few words, and that is no child stands alone And when you think about the children that are out there and the children that we typically focus on our first missing children and why do we focus on missing children? Because when a child goes missing, they become extremely vulnerable, and the urgency to find them quickly is extraordinarily important, the kind of things that can happen to them when they're alone. And for those of us who have children, there's a sense of panic when they're out of our sight for even a moment. Will. You can imagine what happens when a child actually goes missing for a period of time. It's so very important to find them quickly within the first few hours. If not, they're vulnerable, and they're vulnerable to things like trafficking to things like sexual abuse, things that that oftentimes lead toe very negative outcomes so way need to get on it quickly and to build. Um, this would be hard enough if we were just doing in the United States, but our organization was really built out of a necessary out of the necessity to build a global solution for this. So we've activated emergency response in over 30 countries, things like the you've heard of Amber Alerts in the United States? Well, we've helped activate those in over 30 countries. We've helped with building a technology platform that takes images of children and allows us to geo target those images in countries all over the world with just the push of the button sending out millions of images through redundant advertising space through our technology partners that allows for that to happen and a lot more. So when you think about us about the scale of the problem, I mean, how how big do you think the missing >> children probably want? I don't even want to guess, right? I mean, it's, it's, uh, knows all kind of in everyone's face back in the in the milk carton >> days right, which we don't really get seats so much on the milk cartons in the back of trucks. But it's it's >> hundreds and hundreds and hundreds of thousands. But to your point, if it's the one, if it's that that one is is every one is as important as the other hundreds and hundreds of thousands. >> I guess what we do is a modern day milk carton, right? It's It's a way of activating um, the communities through a alert system that is constantly searching for a child on there's there's lots of different ways that we do that, but just getting back to the point of the size of the problem. I mean, there's there's well over 400,000 children missing in the United States. It's enough. If I think 424,000 I believe, is the number in the U. S. Alone. That's enough. That's what Is that the population of Miami? Too many, right? There's, um, 80,000 children missing in the UK That's that's enough children that are missing to Philip Wembley Stadium, Australia. 24,000 children are missing, right? >> So clearly, most of those kids didn't get picked up within hours of becoming missing, as you said, which is such an important piece. So you know what's kind of the ongoing, um, you know, kind of process to keep to keep those keep those faces alive and to use kind of >> modern methods to find them. Clearly, the milk carton was something that that was available a long >> time ago was kind of mass distribution kind of creative at the time. But I have a lot more tools at your disposal today. >> Yeah, you know what? One? One thing that is so important is just making sure a a country is ready and that that is an easy work. That means finding partners that are out there that want to make a difference in this area. Law enforcement is a huge piece of this. Other NGOs are a huge piece of this. And, of course, technology, with the help of organizations like Amazon really enable us to be able to do that on. And that's where things like facial recognition software come in. And, you know, we're big proponents of the partnership and advocacy that we have with a W S that allows us tow Dr that intelligence through our platform and will make it more possible to find more children. >> Right. So you say you're relatively new to the organization. Was there a specific charge in your mind in terms of, you know, kind of fresh blood, fresh energy, fresh point of view that you saw on this opportunity or they saw in you that was kind of York and a new strategic directive that maybe a little bit different than what was happening before, only >> as your new Yeah. Meanwhile, while this is all this has always been so important to me, you know, finding a way to give back and make the world a better place. I mean, that is something that has driven me my entire career. And, you know, ironically, 17 years ago, I worked for a company that really took on missing children as the purpose of their organization. So that's when I got my first exposure to this. If things have come back rather full circle in this new pursuit, by the way, missing children isn't isn't all that we D'oh. But my, uh, my day job over the last 15 years was really ah was organizational transformation. It was it was helping organ organization standardize and scale, um, so that they could be more productive. They can leverage technology so that they can engage a workforce thio drive the right behaviors, Did a lot of organizational training trained tens of thousands of individuals over the last 15 or so years. And when I had an opportunity to come to this organization, you know, I really saw an extraordinary team of people that were very effective at training countries. This organization is a very sensitive organization. What I mean by that is they're very sensitive understanding where country is in its readiness for child protection. And we go in the countries with that sensibility and make sure that the programs that we build first, that there is policy and legislation in place so that the country even recognizes that there's a problem. And by the way we've driven. We've driven policy and legislation where we've had significant influence in over 150 countries over the last 20 years, which is extraordinary work. That's very important foundational e to us being able to understand where countries that trying to go in and provide a cookie cutter solution doesn't work when you're talking about international work, the sensitivities of ah, of a country's culture and understanding of how law enforcement how the education system, how the political system hell healthcare views this problem is ready for this problem is really what we focus on. So that's really where we've built our core competencies are in those very areas and what along with my team and I, we're looking to do right now is to take these silos that we've been focusing on for nearly 20 years where we've been where we've trained, you know, tens of thousands of law enforcement professionals, educators and health care nationals. And we're taking that to the next level. We're building it into a global training academy that is going to take a multidisciplinary look at this that brings these teams together. And instead of us just going in with instructor led training, which is what so many organizations do, we're gonna be taking a look at a blended learning curriculum, using technology to take it online where we can, and to make sure that the time that we spend in these countries is really focused on helping these countries get to a level of certification where they are international center certified. And there will be accountability and expectations built in two. How they get there and how they stay there. And there will be a commitment, ongoing support from us to be able to, you know, keep them moving in the right direction. That's really the vision for the organization. >> Yeah, a CZ you're talking, you know, it's going through my mind is is is the surveillance >> society that we live in right We've got cameras everywhere as you talk to. You know, we're talking about the milk carton, So I'm thinking about pictures of these of these kids rights. We've got surveillance everywhere. We've got all types of laws around how that surveillance is used. We've got facial recognition software all over the place now, which is developing. And I just, you know, are >> these are these tools that you currently use that you envision using? I mean, I would would you know, there's always the privacy security, >> you know, kind of trade off and complexity. That said, I would imagine tools like surveillance at airports and tools like facial recognition and tools like a I and machine learning to do projected aging of individuals must be tremendous new assets for you guys to leverage in your mission. >> Yeah, they've been around for a while, but it's getting better and better, and I know the downward pressure that effects organizations like a W s relative to facial recognition. There's so many privacy laws that cause this this'll challenge for organizations like AWS and also organizations like ours. I guess where where I'm at with it all is we need, there's there's not a question about privacy in my mind, when it comes to protecting children, it's the one great unifier that we have. So we need to find ways to work within the confines of privacy, and that varies wildly country to country, right. But these are the tools that we need that are gonna be just absolutely vital to finding more children to protecting more children, whether these air children that are being trafficked in an airport or child that goes missing after two hours. And we need toe alert a community and feed their images into our system that constantly searches for them. Whether it's in the first hour or just spoke to a parent who had been on his 45th day of his missing son, his son had gone missing. And and and you see the desperation that a parent has when they have nowhere else to turn. It's our job to find places for them to turn toe, employ technology that never stops. I mean, that's you talked about how dark of, ah of a of a job this could be, Yeah, but you know, the hope that we provide really is is the light that keeps us going >> right. So, Paul, final question. What do people not >> know about the space that they should? If you if you could just say, you know, this is kind of the reality, but, >> you know, this is this is where I'm very careful, Thio to make sure that people are ready to hear the realities of the space. I spoke to a judge in the Philippines recently who talked about just the, you know, the kind of cases that she's trying when it comes to sexual abuse, when it comes to children who are trafficked. And I said, What? What exactly are we talking about here? And by the way, this is a conversation I'll have with a lot of people, especially in law enforcement, you know? What kind of age are we talking about? You'd be shocked to find out how high the percentage of children are under 10 years old. You'd be shocked to find out the percentage of children that are under one. And you say to yourself, How can this be? Well, it is. It is the reality of what we're dealing with. So, you know, you talk about something that drives you when you find out children that are that vulnerable in the scale that truly exists, the numbers that exist. You wake up every day and you run to this job and you try to find partners out there in every sector that you can. I don't care if it's in sports. I don't care if it's an entertainment. I don't care if it's in technology. I don't care if it's in religion or government. You find partners that have the ability to make you stronger. And that's a big part of our remit. And it's it's why I feel so fortunate to be here. Um, at this a w s conference, learning more about how we can employ even more technology to make us strong, >> right? Well, certainly with a w s behind you got all the technology >> could ever, ever hope Thio deploy. So hopefully that will help >> you be more effective in your work and >> your team's work. And thank you for taking a few minutes. >> You got Jeff. Thank you so much. >> All right, thanks. He's Paul on Jeff. You're watching the cube. Where? Need of us. Imagined nonprofit in Seattle. Thanks >> for watching. See you next time

from our studios in the heart of Silicon Valley Palo Alto California this is a cute conversation welcome everybody to this cube conversation my name is Dave Volante and we're here in our Palo Alto studios Medusa doc R is here he's an investor and entrepreneur and a friend we're do great to see you again thanks so much for coming in thank you it's a head too long it is you and I sat down and had a conversation on the cube so it's been well yeah yeah well you've been on the cube a bunch and you've a I've seen some great conversations that you had with with with Peter and John so thanks for making the time and coming back in thank you so I want to start with when I go around and talk to executives every CEO is trying to get digital right you know whatever that means you know they know it's important and they're trying to figure it out they know it relates to data they know they have to leverage data they know this buzzword of digital transformation what are you seeing when you talk to executives and companies how real is this digital transformation is it a fad or is it a substantive good question to look from my view point of view digital transformation is the word people use but at the end of the day CIOs have to disrupt their businesses every CEO has to figure out am i cutting the cost I'm a helping companies grow in revenue from a look at from a board perspective and what people are looking at the investor perspective most CEOs are CEOs are looking at somehow looking running their operations on a day-to-day basis to that point I think most CEOs are expecting see I was to do the new innovative things at you probably hearing that people are adding CDO as a title yeah so it's up to see I were to see will it be the innovate to CIO it's like you have two kids like in your case your four kids you have two how do you make sure that all four kids are given the equal responsibility so Ciara has to decide look I have budget X X by two goes to my existing business X by two goes to the new business that decision making is not happening with the see I was today and that's what the distal transformation has to be is going on in a what I call not in a disruptive manner but the CEOs who have figure out how to disrupt it I really taking the next stage the next thing that people are interested there is where do I start right you have all should I start with my CRM supply chain should I start with my IT you got to figure out what all the but start someplace you pick one the area but that has to be disruptive in the sense we are living in the age of where I call it autonomous everything right there's a data there is cloud and there's AI our mission like what are you these three are such a large disruption in our industry see us how to figure out and say what can I do in terms of cost saving in terms of revenue growth but that can't be incremental it has to be revolutionary so I often say we've decades we've marched to the cadence of Moore's law in this industry that's where innovation came from no longer it's as you said it's data now for the last 10 years and you were involved in this we were collecting all this data we lowered the cost of collecting data and and and in running data warehouses with Hadoop but now data's plentiful insights aren't so you have data you have to apply machine intelligence to that data and then cloud gives you scale so that's like the new innovation cocktail so you agree that digital I agree digital transformation is real and the other dynamic mudo is you see companies are because it's data are able to traverse industries used to be you're in an industry if you're in financial services that's it if you're in healthcare that's it now you see Amazon's and content apples into financial services so people are afraid of getting disrupted you've got this new innovation cocktail so your point was really get started so you've got a shift resources you don't have unlimited budget right so how do people do that how are they taking cost out of the business and how are they reapportioning that cost for innovation really good so I'll give you two examples from Megan again thinking of where I see it one is for CIOs has something called IT operations IT operation is a very big piece that people need to figure out how to get the cost out of it the IT operations cannot be developed we've been running IT for last 30 years I mean what are the word they used I know Gartner uses the word called AAA Hobbs I don't care what the word is but the key is you have to run your 18 autonomous manner we are living in the age of your trading is autonomous your my your four on game by four on K is being traded through hedge funds your add technologies autonomous with Facebook Google and Amazon with all data when I saw with with Casper and Splunk we made cybersecurity autonomous to whatever extent threat detection but when it came to IT operations and IT customer support today manual if I may see over right now I'll invest on customer service and support to start as a point of what can I do to make my service agents better or what can I do to make the end users or the users experience better without going to a human can I eliminate the human in the equation here the mileage may vary it's like the driverless consequence you have level 1 to level 5 they may like to have autopilot some people may have a fully autonomous car depending on the organization you got to have a right amount of autonomous City in your organization both for IT operations and IT Service Management that hasn't happened and that will be happen in the next 4 5 years so let's talk about that you were at ServiceNow for a period of time they've obviously disrupted the old-line helpdesk and you know they really did a job on BMC and hewlett-packard etc are they in a position to take that next step in when you go to service now analogy here folks talk about AI and infusing AI obviously there's a lot of data being collected is that the right model I mean if they've automated forms but you think you're talking about something more I help us understand that sure looks abused know is in a great position they'll continue to do well it's a great company right I think what's going to happen next is how can companies like ServiceNow take her to the next stage right either become a partner with ServiceNow or service now itself we'll do it a little bit new companies will be for me one angle is forces enterprises is this game going to be for enterprises same playbook as a playbook for the cloud so imagine an apps that are born on the cloud their IT operations data their ticketing data where will that go to that means we think through enterprise data which is enterprise apps and so as they need to figure out so if I am a company today if I'm daring I need to decide what will I do for my enterprise applications and services what do I do it for my cloud Orion services so that is addition you have to make it at the top once it goes down the next level then able to decide is it for IT support customer support or IT operations what can I do in terms of augmenting there if I do is just to make my agents better you can take the cost out of the equation the cost should be is can I automate to the point I can eliminate 50% of my DevOps 50% of my SR ease my role of the come is in the next four five years this 70 80 % of devops I tell you when I study jobs will be gone that should be automated it should be a driverless IT autonomous IT people should have him that's not even a moonshot goal we all in America let's make great our great again this is our time it's IT if we don't do it some other country will do it Chile is going to eat us for lunch so he basically putting forth the scenario a DevOps was essentially a stepping stone and you see that largely going away it has to be it has been automated I'm not going to hide hundreds of tunas I called Manuel tuners right yes I'll need some DevOps people I need some IT admin things that system cannot do it algorithmically should go to humans at some point but there are enough things like if you want to install something in your laptop why should I talk to somebody else if I want to upgrade to Microsoft Office if I want to buy a CRM license if I want to get a zoom provisioning why do I need to talk to a human being in this equation can I oughta mater complete autonomous can I get to a level five autonomous in IT right that's what I'm looking towards robotic process automation play a role here can our PA we've done some some events with automation anywhere new iPad you're seeing huge valuations uipath as supposedly as another six billion dollar evaluation I mean you know amazing unicorn plus plus plus can those technologies be applied to solve this problem yes or no I think it depends on what the HRP are under star doing IP is a great topic right not be resolved very successful what I'm talking about is our IT operations and IT support and customer support automation can our PA guys take their technology their substrate a platter sure they can try it but these are all have to be grown organically doing this in nit going for customer service and support doing it for the cloud has its own its own skin its own platform like you and me were talking earlier if I'm doing this thing on Amazon why wait and launch a VM I won't even do it like if a new ticket comes in I should be doing through kinases I should be doing through my lambda functions I shouldn't be my cost of goods with so much that I want it should not cost me anything until the point Dave generates a ticket to me first all why should Dave generate a ticket right look at the very much extreme model of the test laws just like our today tells me when should I service my car why should you do the same thing like I should be coming and telling your SharePoint is going to go down they have today your Kube application you cannot do an interview with me too unless you fix it that is what the world wants to go so back to service management for minutes so in the old days our service manager was too cumbersome we really didn't have a single CMDB it just really didn't work that well it didn't change anything a lot of tickets that's what it did service now obviously solved that that that problem but what I'm inferring from what you're saying is it's still too expensive the entire infrastructure it needs to be more streamlined and automation is the answer absolutely so I think if you take it'll add layers and layers the first is in the support starting women from CMDB most organizers say my CMD that I still all are stale that's never accurate how can I get a dynamic view of Dave's ink right I should know when and that has to be done at the level of services and apps and at kubernetes level 2 container level once I have a blueprint of what my organization is then I need to know how do I handle the tickets against it then I can I do a health monitoring for all my CIS right I should be telling the outage put it at the another what business carries is my business running correctly you do have a downtime what is going to happen even though if I am false positives few times people are expecting saying that tell me proactively what services will impact and who will be impacted so I can take a corrective action and that will happen starting from CMDB automation I actually call it cloud CMDB our dynamic CMDB in the world of cloud and dynamic let's make a good cmdbs dynamic and accurate then take it to the ultimate outage prediction right if I can give your business up time and outage prediction that would be Nirvana are you telling me that IT cannot solve it you and me are saying in Palo Alto a driverless cars are going around we are going to see it in our lifetime IT can be so complex that the car can be autonomous but IT cannot be I don't buy them well I mean you hear about all the systems are down or my systems are slow today that's that's a form of outage that costs Fortune 2000 companies and money I mean it's you know 50 60 thousand dollars a minute in this in some cases so the and I think sometimes people aren't aware as to how much how much revenue is lost to downtime or lost productivity so there's huge huge gains to be made there and it seems that the cloud is the platform on which you're going to you're gonna build these these these natural choice it has to be yeah and it has we want a cloud to you can't say we are in the eight if you are a noose new cloud you're building it I tell people bill it is a multi cloud your same code should work on GCP Amazon and Azure right and on VMware if you want to be a private cloud but should be same the same codebase should be able to compile and run on all multiple processor kubernetes micro services that's really the enabler there right right at once run it anywhere interesting conversation multi-cloud you're hearing a lot of discussion you know certainly in DC the Jedi case Oracle is contesting that when you read the rulings from the General Accounting Office that basically the the DoD determined that multi-cloud is is less secure more expensive more complex now that's the DoD everybody's gonna have multi cloud because multi-cloud is multi vendor sure but it's interesting you don't hear Amazon talking about multi cloud other than you don't want to do it because it's too expensive but everybody else is talking about multi cloud is kubernetes somewhat of a threat to that Amazon posture I don't think I think if you look at Amazon is saying they call it hybrid cloud the word may be different multi cloud or hybrid cloud yeah say they've already partnered like the best public cloud partner with the best pressure of your house is awesome announcement right so vehement software ever talk to Pat gal singer and his team and look they got VMware working with AWS vice-versa so that's it great I mean maybe even call it a two ecosystem but they got that whole thing working there yeah anything with agile is going to do with their public cloud on Azure with as you understand I'll just tack on prom yeah right everybody has 70 mgcp will figure out so then after a while if you and me as a customer I should be able to move things many times it happen is I'm not going to move things dynamically for a nibble but if I want I don't want to vendor lock it I want a code such that if tomorrow something happens I should be able to have an option to move my code base to a different cloud and that's what multi-cloud will happen as a requirement as you build it how much you exercise are not people will design software going for a formal techno so a whole new vector of conversation I would love to get your opinion on that multi-cloud opportunity obviously Cisco's going after VMware's in the strong position there certainly Microsoft is is vying for that you have a ton of startups looking at this IBM with the Red Hat acquisition now is in a in a pretty strong position you know given its open source chops how do you see that whole multi-cloud you know vendor landscape shaking out I think I got really good I have a TD for this at the end when the dust settles you won't have 100 aircraft carriers you will have only four or five yeah so it's like what happened in 90s compact went away Dec went away so same thing is going to happen here there will be four or five vendors will survive there will be Amazon's as yours maybe GCPs VMware's maybe it's Cisco and IBM talks about a I mean there's like maybe alley cloud in China you won't have hundreds of cloud so the number is already decreasing it will let be 10 will it be 5 will it before that still you will see the tall rise but it's already been the whole council isn't happening so if I'm a customer if I'm a vendor if I'm a startup or a public company I'm going to build it only for a few these multi cloud vendors I'm not going to across hundred yeah because the marginal economics of those those hyper clouds we've been saying this for years if there's just so much more compelling and at the end of the day if the economics are 10x less expensive and more attractive that they're gonna win you know and and I think even though you have thousands and thousands of service providers who call themselves cloud we're talking about a different kind of cloud it's got one of those you know it when you see it types of things and I'm going to add something so if you take this back to your earlier question about where the disruption is happening we talked about all the customer service support an IT service management industry but imagine if an app is born on the cloud call it cloud native applications you have millions of new apps that are there on this cloud platforms what is that going to do where is the data going there they want another customer service and support applicant on their platform it currently it's like I'm in your house I'm drinking your wine but when it comes to managing my customers of an operation I will take your log data your even data or take indeed and put in somebody else's house even though John is your partner when you put it there it doesn't make sense it should run it inside yours so all these vendors would want a native application that is running on their platform solving their customer data which hasn't happened yet well this is interesting so obviously Oracle has its own cloud but you're seeing well see work day Salesforce service now all these SAS companies just used to build their own clouds they're building their own data centers Chuck Chuck Philips oven forces I don't friends don't let friends build data centers so maybe he's prescient maybe the trend is that these apps are going to largely predominantly run in the public cloud the Oracle IBM notwithstanding they've got the resources to maybe you know tough it out is that the scenario that you see I have take the consumer companies whether you take V work Airbnb uber all these guys you are already seeing them on to some opinion maybe they have their own datacenter but there are vastly learning and public clouds right and you have already seen that's even the big SAS vendors whether it's Adobe yeah it'll be solid partner with Microsoft Azure workday is partnering with Amazon you saw em Salesforce partnering with Google cloud and AW so you're only seeing these vendors the large SAS when there's already saying in order for me for economics wise it doesn't make sense whether it's for my marketing cloud my service cloud my ecommerce cloud I want this to run on this cloud platform to get scale cost of economics and also I need my services that are built there with a new substrate like we talked about that's lambda functions to kinases I'm not going to do it on my platform but and that trend is going on it's just accelerating so how are you spending your time these days you've had a very successful entrepreneur investor you've been CEO of multiple companies what do you do in these days I'm look I'm very happy with what I'm doing right now so I spend a lot of time with this company called I set up that's right I'm even we talked about it it's a startup company in Palo Alto their vision is to apply like what we got AI ops applying AI for digital transformation for AI customer service I trps oh I like the region look I want to spend time with companies which are taking a big bet right it's like in our IT industry nobody talks about moonshot goals let's take a bigger bet let's take a much vision of for five year ten years what can we disrupt right and I look at those companies I invest with those companies and spending time with them I'm learning a lot in the process I'm contributing back to the those companies well you know sitter I was on Twitter yesterday with with a little group we're having an interesting discussion about you know how things are changing the dynamics of where innovation comes over so we started this conversation with that sort of new innovation cocktail and there just seems to be a whole new fabric of services not only it's not just remote cloud services anymore it's these embedded services that are can think they can act they can sense and it's ubiquitous now even the edge autonomous vehicles we're entering a whole new era it's very exciting right and again one thing that we didn't talk to see Mike and son and my it again it's society has to have regulations and will come if you look at the what's happened in this whole call center customer service industry if autonomous city will happen of any level from level even if I automate 30 percent of your customer service and you don't touch a human being when you are at home for your Comcast to your nest imagine all those services inside your home from field service to if they get automated what's going to happen first of all if Sally's gonna improve your costs are going to reduce if I'm a business I can take that money and invest somewhere else but more importantly those most of those things it's it's a big disruption happening in the outsourced industry right these are your jobs in China India Philippines Vietnam my concern is dart saying that there will be a certain is going to happen people are not paying attention to that and this this strain has already left the station yeah it's going to come to a platform again some next platform but next for five years you'll see a tremendous disruption in this area of digital transformation well I remember a couple decades ago there was a lot of talk about well you people spending a lot of money on IT but that you don't see it in the productivity numbers and all of a sudden because of the PC revolution the productivity went through the roof you're hearing similar sort of discussions now we feel like productivity is about to explode because of what you're saying here absolutely and again the per back to the RP has already shown the value our peers no longer in each category it's what we talked about success renders from you iPad automation anywhere blue prism that just on the back end of the supply chain and RPF cell taking the two front office applying that to customer service facing to your crm facing that your IT hasn't happened yet can I automatically can I ought Americans right from an employee experience to customer experience that productivity if you employ it you'll get more customers doing that yeah it scares people but but it's the future so you better embrace it and lean in voodoo thanks so much oh let's go always measure to see you alright thanks for watching everybody this is David day from our studios in Palo Alto and we'll see you next time thank you [Music]

>> Welcome to the special. Keep conversation. I'm John Furrier in the Palo Alto Studios of the Cube. We're a special guest Rowan Trollope of CEO of Five9, formerly of Cisco formerly CUBE alumni. Great to see you. Thanks for joining me today. >> Great to see you, John. So let's talk about >> the future. The Contact Center. You got a new role. CEO Five9. Looks like a great opportunity. Tell us about it. >> Well, the Contact Center is really where it's at right now in the UC space on in the collaboration space. And frankly, in the digitization trend for most companies, they're realizing that the experience that they give to their customers has got to transform. You know, customers are telling them that if they don't fix the experience they deliver, they're going to leave. The business is that they're doing business with him. So I think that's, you know, it's It's really emerging as this really hot space and interesting space in a place where businesses recognize they have to spend money and do a much better job. >> One of the things that we talked about the past, certainly that you're always on the wave of cloud data. You've always had that vision in our previous conversations. Five9 Now in this contact center, kind of an old legacy old way of doing things. Voice over i p. You know, managing customer relationships. Whether it's support or outbound seems to be changed with cloud computing in the role of data. And now, machine learning and eyes really been an accelerant. Yet what's your vision over the next five years as this starts to transform and people re imagine what that's going to look like for their businesses? Because certainly customer relationships are changing. People have multiple devices here on any platform, there, there horizontally, moving around different websites, different places different on the undergo. A lot of change happening. What's your vision? There >> is a lot of change happening, and it's changed. But that's primarily driven by consumer behavior and sort of enabled by technology. So the biggest factor, in my opinion, that's affecting businesses, that you have the age of this empowered consumer. You know, ten years ago, for example, my wife stuff is you're bugging the crap out of me about fixing cleaning up my garage and so at the time, the way that I did that as I ran down to Home Depot, I looked at what they had on the shelf. I picked a, you know, a shelving system, and I brought it home, and I set it up ten years later, and this is just about a year ago. We have moved since then and, you know, the garages yet again, a mess. And I've been giving getting a hard time about it. So she's finally I said, Okay, okay, I'll organize the garage. And so what do I do this time? I go out and I get on my phone and I search for garage organizing systems, and I get lots of different forms and people talking about things and reading customer reviews and so on and so forth. I do a whole bunch of research, actually call a couple of the companies that made three different calls just to get some details about their product that I couldn't get online and ultimately ordered one. And it shows up at my house. So ten years ago, you have sort of, you know, not very empowered consumer. I took what was on the shelf. That's what I got. Ten years later, you have zero trips to retail brick and mortar. You have a very empowered consumer. Me. It has lots of options, lots of choices and three calls to a contact center that happened in the span of ten years, powered by the Internet, >> power by my mobile phone, powered >> by connectivity and so on and so forth. So any business, who's in, you know, every business essentially is dealing with this challenge and my expectation in terms of who I'm gonna do. Businesses with heavily influenced by the quality of their website, the quality of the experience that they had the quality of their community, that user reviews, they were coming back and, you know, some of them. Some of the commentary, Like, I got this thing it was missing. Some stuff I couldn't get hold of them was super hard to deal with. I'm not going to do business with that company. So what? You know, part of that transformation over the last ten, twenty, thirty years has been the empowered consumer gets to make a choice, and they don't have to do business if you don't have a great experience. So that's moving the contact center industry from being a sort of an extension of the phone system that we really don't want to think about very often into some that's really, really important for businesses, and I was seeing that left and right coming from my previous job. >> It's interesting. It's an opportunity to its challenge on one hand, for company dealing with the old way to do it, it becomes an opportunity when the user expectations and experiences impacted. That's a buying decision or relationship. Emotional decision. What is this opportunity mean for companies? Because now this now flips to the potential sellers of services and products. They have now an opportunity to take advantage of this new dynamic where users are in charge of being empowered. What's the opportunity for companies? >> So so it's two things. One, if you're a disruptive company coming out, you know any or starting up a new company and you're going after this. You can look at the user experience as part of your differentiation value proposition. I'm not only going to have a great product, but I'm gonna wrap that in the great experience. And that's the expectation today that any new company company will take a company like Square, for example, Yes, they have a beautiful little card swipe reader, and they have a, you know, nice industrial design. But that's not just what you get. You get a team behind that coming from, you know, the company that provides great support and a great experience. And when you sign up for square, the first thing you get is an email from their CEO sort of welcoming you to the community, and you see that with a lot of modern companies. Tesla's another great example where you see a really tremendous experience being around what is fundamentally a great product. Uh, and that's not something that you would see with the the incumbents. I think if you're a disrupter or new company, or you're looking at transforming an industry, then the opportunity is think about the holistic customer experience. If you're an incumbent or you've been in the business for a while and you're facing one of these sort of digital disruptors, if you want to call them that, then your opportunity is to re imagine your customer experience end to end and put some time and effort into it. You know, the reality is still, and I was in the call center thirty years ago, almost. The customers at the call centre. In most businesses, most incumbent businesses today is a call is a cost center because it's something that you sort of essentially have to deal with once this product has been sold. And it's not a place that most executives in most businesses want to go. In fact, in many cases it's been sent to other countries. Your contact center is You don't even know where it is. It's in the Philippines or it's and you know, some other country or it's in India or it's it's in a state, you know, less expensive state, which is all fine. But it's not fine that executives and companies don't want to go and see where the frontline of their business is, which is the place where they that experience meets the customer. So if you're an incumbent, you really have to think about, you know, you have to think about putting your contact center as a priority for your business and re imagining the experience and look, go walk a day in their shoes and experience what it's like. >> One of the things that we've been reporting on over the years and and you know you've been following the Cube and it's looking angle is the talk of CX or custom experience been going on for many, many years, somewhat aspirational outside of the corner cases of companies that actually specialize in, you know, differentiating on customer satisfaction and user experience. And that's obvious than you check the box there. But as as the market changes its now attainable, we're seeing that the rial actionable execution for companies to modernize what was once a call. Soon, as you pointed out, >> how do they >> do that? What's what's happening? Certainly, cloud computing helps data, and I are kind of at the table. How does a company that wants to modernize and have a real advantage and change their business business approach? What do they do? What's the What's the plan? You guys seem to be position for that. What do I do? What's the playbook? >> Go to Five9.com. No. The reality is that the first thing you have to do is really believe that this is an important aspect of delivering your business to your end consumer and and look at what's making up your competitors offer not just their product, but their offer and and sort of internalize and get the idea that OK, yes, this turns out it is important and I care about it. I'm going to go spend time on it because, look, the reality is we know how to deliver any business. You don't have to be a genius to figure out how to deliver great customer service. You know, what customers want is actually really simple. When I call you answer the phone. Don't send me through some rigmarole of IVRs and other technology hurdles. Don't hide your phone number when I want to get a hold of you make it easy for me to contact you. And when I contact you, what I want, I want someone who understands me. Who knows the problem that I have, Who's an expert who can help me and who has empathy, you know who can really connect with me and relate with me. And if there's a problem, it's not just about I'm going to solve the problem. But it's like we understand and we're sorry, you know, and we're going to make this better for you, and we're going to follow up with you, so that's a big part of what you have to-turns out doing that is not hard. You don't have to be a genius to figure out how to do it. Now. There are lots of technology companies that are out there today that make that easy. And the history of the Contact Center, essentially over the last twenty five years, has been essentially kind of stuck in the, you know, in a phone closet, somewheres with some technology that has actually hindered what smart people knew. We knew how to do this. We knew how to deliver a great experience. The problem was, you had like this legacy technology, and you had to call somebody in the data center somewhere else, and they were like, That's going to be hard. It's going to cost millions of dollars and our system doesn't support that. And so there is a technology sort of shackles that were on customer service experts and executives in businesses was like, Wow, that sounds like it's going to be expensive. It's going to take a long time now. We're in a world with the cloud where within a few clicks and a few minutes, You can deploy a contact center >> so we go to >> our side or other sites, and you can instantly have, you know, very, very quickly have a contact center that is modern that is flexible, that is, you know, has all the latest features and functionality. And so technology is no longer the hindrance that has been taken off the table. Our company was born in the cloud. There's other companies out there people can use. The bottom line is this is not really a technology problem anymore. >> So people have multiple devices and a lot of different channels of how people engaged. That's expectation on the Cust company side variety of sets of resource is that could be deployed at any given time. So you kind of have this now integrated kind of philosophy with cloud. How What does Cloud and Data? And now Aye, aye, due to the context. And how's the contact center change? Yeah. Does it look like >> that? Yes. Of the real, most important thing that has happened with the cloud computing wave is, you know, first that it made technology easy to consume. You know, it used to be really hard and expensive like we just talked about just to get technology. And then once you've got it, you were stuck with it and didn't change ever. Okay, we're kind of beyond that now with the cloud and that those were the table stakes. But something else happened when we started moving technology to the cloud that was more important. That and that was that we started collecting data, and as we started to collect data >> that >> became really interesting because of one other thing that happened, which was the revolution that happened in machine learning, and it started about ten years ago with some very, you know, big scientific breakthroughs on deep learning, more specifically, and what that deep learning approach needed was lots and lots and lots of data in order to work. It was a great scientific breakthrough, but it kind of stalled a little bit at the beginning because you didn't. There wasn't a lot of data out there that could actually you could get the benefits. Well, as companies have more, more been moving to the cloud. What that's creating his centers of data and not just data for your company, because lots of businesses don't have enough data actually to power machine learning algorithms. Machine learning algorithms are famously data hungry. You know that there's a famous saying from, you know, a bunch of folks in the AI industry. But it's that more data is better data. You know, the more you have, the better you are. In fact, you can also say that you know if you have more data, it's better than having a great algorithm right. The more data will always win. So what the cloud has unlocked is massive amounts of data, and that data is important to actually get at the root cause of the problem of bad customer service and support, which is with that data and the breakthroughs in machine learning. And that data in our industry is customer conversations. What your customers are actually telling you, either by text or by voice or by email that information is really interesting and can be married with machine learning technology to provide automation. It's >> interesting you mentioned customer. I think that's, I think, a key point. And you know, as we look at the data world, people look at certainly from a tech perspective that supply technology to data great that could assist then things. But we tell what customers and you're in business to serve customers. That's probably most valuable data. So as you said earlier, people hide the phone Or is it that they want to shy away from engaging with customers to not support them or hope they go away? They might be indifferent of serving them. You're saying the reverse Be proactive, engaged the customer, get that data so you can iterated on that. So I get that I think that Israel innovation in terms of the direction but as you did with customers is also the human side of it. Yeah, customers want to know that there's someone on the other side. You brought your garage organizing system because that component, how is the role of humans and machines impacting this new transformation from customer center to custom contact Sent it to essentially customer center. Yeah, what is the What is that piece of human? Super important? >> Yeah, we don't see technology replacing all the humans, actually, because and this goes back to my experience in the in the contact center many years ago. And, you know, many years ago. And my observation was and I, in fact, my first job I said, you know, in between two different agents and one of them was named Dave and one was named Ken. And Ken was really warm and effusive, and he got, I remember, he used to get gifts on his desk from customers. They would send him flowers and chocolates and, you know, like their products and so on. And he could tell a customer to shut up in a nice way, and they would love him after it. I mean, it was amazing that he could do this. It was all about empathy. He didn't. He didn't actually know all the answers to all of the questions. But he created these, like, incredible fans amongst the customers. The guy to my right, Dave, he was super smart. He just had, like, as much empathy as a rock. And he could answer all the questions really fast. Okay, And I So I use that cause I would learn things from him, but customers didn't like him. And the answer, you know, what I saw in those two folks, was that you can't do one or the other. You need both And what computers, are and what machine learning specifically. But now that we're getting all this data through the cloud is is able to do is we're able to predict the answers to what customers. You know what the questions from customers will to predict those things really quickly. So that's a sort of a mastery, so machines can help with mastery. They can help with being able to answer every question instantly or know the best thing to say at it to a customer at any given time. But what machines can't do is empathy. Humans are the ones that have to bring the heart. So what we're working on at Five9 is using machines to help agents. Human agents give them mastery, and we're letting the humans then focus on what they do really well, which is bringing the heart to the customer. And that creates a a bond between a brand and a customer that is like, unbreakable. >> I think you're onto something big here because we look a digital, the impact of digital technologies And you could look at variety examples mainstream media to technology companies to any kind of industry of vertical. There's a lot lack of emotional I Q or emotional quotient, and this seems to be what people are looking at you. I'm just looking further than some of the polarization in with digital in terms of media coverage, politics or whatnot. You started to see this focus on how to bring Mohr empathy and Mohr emotional like, yeah, two systems. And I think users are responding to that. Can you comment on your reaction to that? >> Yeah, part of this starts with confusion that the contact that is rampant in the contact centre industry, which is that people don't really want to talk anymore. And, you know, this has been observed because of the fact that, you know, we have new generations entering the work force like millennials. You know, we'll have our kids out there who would prefer to text us than talkto us often. But the reality is, and we surveyed this that actually even millennials still prefer voice as the primary form of communication and and that what has happened, that is the mistake. What is the error that people made? The error that people made is assuming that no, if it were actually conflating a bad voice experience with the fact that voice is bad and that's just not true, and it's observable. Not too. We've gone and actually proven this. So So what we've sort of realised is that what you need to fix is the bad voice experience. What is that? It's like, Wait, going into an Ivy are Okay, That's frustrating. You know what's >> a G are real quick to >> find the interactive voice response. So it's the push one for this push to for that. Everybody hates everyone hates, you know, every company uses it, and it's like a stain on humanity. We need to get rid of those things because they're just awful. So you go into this tree and all that, Okay, so get rid of it. By the way, everybody, you know, five years ago said, Oh, we can fix that problem with bots. Oh, and that actually is almost worse. You know, I've been trying to use bots for the last three months. I've been doing my own little test on this and communicating, you know, using only using text and whenever I hit a But it's like the last thing I want to do is talk to a computer. I want to get to a human. So my first question now is Are you human, which is my version of push zero to get through the I v. R. Gets again to an agent. Okay, so you know, there's been a confusion about this, and when you go back to what you had said earlier, this notion that users that, you know, the empathy is what has tend to be lost. Well, turns out it's much harder to make a emotional connection on text. Then it is with voice, and people just in general are not as good at communicating that emotional content on text because they're not very good writers generally, and they don't have time, Whereas they're excellent at doing that with their voice. You know, I'm not happy verses. I'm not happy, you know, there's a huge range of emotion that commune can be communicated with the human voice, which is extremely powerful. So if we can fix the bad voice experience, take away all that crap so that when you get someone they know, you know they know who you are. It's a you know, if they understand you, they can get to the root cause of your problem very quickly. Then it turns out that the human voice is extremely useful and and we're in now entering into an era where we can use the computer to talk to humans in unique and interesting ways now that I believe is actually still a little bit further out because of a variety of reasons. But in the meantime, computers and a I can help agents master their craft and let them focus on the embassy side of >> things. So in terms of Five9, the core problem that you're solving is what. >> So we provide a flexible, easy to configure, easy to deploy, cloud based contact center. OK, and it's it's it's it's minutes or hours before you can have this technology deployed. You don't need to have a phone system. So you look at a call center that sort of from the old days, and it's like lots of phones on desks in our world. You sweep those away. You have a computer in a Web browser. You plug in a headset, your agent could be sitting anywhere in the world. They get a beautiful web UI that's deeply integrated into Sales Force or Zen desk or service. Now >> our Oracle or >> any CRM system that you have, and we give you this really, really tightly integrated end to end experience. And we just make all of that easy and it handles any kind of contact, whether it's voice or text or email, it all goes through our system. It's all in the cloud. It's really easy and it's affordable. >> And the data management is pretty straight forward. Is that going to be flexible and agile enough to use with other things as people start having different touchpoints? >> Absolutely. In fact, with our system, all your calls are recorded into the cloud, as are all of your contacts. All of that is stored securely in our servers and is accessible to you. You can. There's a whole range of APS in the contact center. You can plug in on >> top of our platform >> and including things like variant Collab Rios. You know this whole area of workforce optimization and and so on, so lots and lots of technologies are actually built on Five9. So when you, by our technology, really banged up technology platform with ah rich ecosystem of APS that plug in on top of it and where we sit really in that value chain, you know, is the core platform that delivers that delivers the data and the pipes, and we sort of provide the intelligence. Also, that runs on top of that data, and that's where we're heading >> and that's your core innovation. Pretty much get that cloud based in it up fast. Get the focus on >> that part of it, and I'd say the second part of it that's sort of product on platform. The second part is really the offer. So it turns out that if you go to most companies, the things that make their customer experience poor that they want to fix, ah, solvable through capabilities that are already available in the platforms that they generally already have. What they're missing is a partner who can help them make that happen because it turns out it's not easy. You know, we've got a very flexible platform. It's been built over more than a decade, so it's like, really rich and in features. But the question and more and more what we see our customers wanting from us is a complete offer, and that includes professional services on site support, you know, people to help you, you know, handhold walk you through that process so well, kind of go the extra mile for our customers and give them in end end solution to their problem, not just a piece of technology. Now, if just technology is what you wanted, Our technology works for businesses with two support center reps. So it's, you know, weeks scale >> all the >> way down to folks. But we also have context are running that have for thousand reps. So we run that entire that entire spectrum for the small customers. They want something easy pre configured off the shelf. Just go. Okay, There's nobody coming on site for those customers. You have four thousand reps, We've got people on site. We darken the skies with our support people and our our engineers and everyone else actually provide a complete solution to our customers. >> That's great. We'll congratulate. I think having that innovation and having the cloud approach gets it up fast, gets the value delivered. And then as they grow, you can flex it, flex with flex the size, the organization not limited. So I want to get Teo. You're doing a panel discussion. Enterprise connect coming up in Orlando That's where we first met. This has been a show that's been talking to the enterprise customers who are been evolving from voice over i. P. Integrated communications, unified communications. Though that world of voice, data and systems to now and open cloud based data A. I So should be exciting. Yeah, panel want to get I don't want to give it away, but what are you talking about? The title is why customer engagements leading the Enterprise communications conversation Give us a quick teaser. What? >> I'm going to be focused on what's coming next, and one of the big reasons that drove me to this company that's attracted some top talent in the industry is that many of us see that the era of the cloud has actually opened these golden doors to a new land, which is powered by artificial intelligence and machine learning, and that we see that solving some of the root cause problems that we talked about earlier, bad customer service and experience that have essentially been talked about for a long time but haven't been solved. That finally, the technology is actually caught up to the problem. And so our big play at Five9 is to become the world's best self learning intelligent contact center platform. And we see that the Contact Center has--is shifting from being less a contact center and more a center of customer data and that that is the key insight that that is the key and said that we had is that wow, this is a lot of really interesting data, you know? Turns out what your customers say to you. It's really, really important. And today, in almost all contact centers, almost everywhere that data goes nowhere. It goes away because it's not very useful. Most of the most of what customers they're telling you is actually voice traffic, and that sits in wave files. If you recorded at all, which many customers don't and then they're not very useful, so they get thrown away. We figured out that that information is ridiculously valuable, but it's only become valuable recently because of advances in machine learning that allow us to do speech to text reliably as good as humans. Okay, speech to text has been around for a while. It's just been really crappy. Now it's really good. And now that it's gotten really good and affordable. Every customer can take advantage of it. So because all of our customers have all of their data stored on our cloud and all calls get recorded, we can now start to translate those voice wave files into text and provide that as insight back to the customer. We signed a partnership with Google to leverage their technology to help us make sense of all of those spoken conversations and then, ultimately all of the text. So we believe the next generation of the Contact Center is going to be less about a contact center and more about a center of customer data, which can be used to drive automation and insight back into the business. That's the big transformation for the next decade in the Contact Center. >> taking the Contact center making gets a customer center. This is kind of compatible with >> Hostage Data Center. That's runner of customer data. >> I mean, it's it's really kind of in line with how dev ops change cloud computing, where you had Devon ops coming together and you're taking that concept, that ethos to the context center, You know? Look, >> um, >> I'm not sure that it's exactly like Deb ops, but I guess you could draw that correlation. I think what you do see in businesses that there's new functions >> popping up all >> the time. A recent function that's popped up his customer, uh, customer success and what his customers success. It's all about reaching out to your customer to help make them successful in the insight that led to customers successes. When you have a services business, if you engage with your customer proactively, you actually can make more money and drive higher value both for the customer and for the business. And you know, I relate this back to my first experience in business, and I remember and I was in support and we're on the twelfth floor. We had a >> whole floor of people, >> and I remember our boss came down one day and they said something really interesting. They said Every time you guys pick up the phone, we lose money. I mean, if you can believe that is that it is now. It sounds crazy, but that's what happened in America. I felt kind of bad about that was like, Wow, I don't want to answer the phone, but it's ringing all the time. So what am I going to do? Well, the answer was we hired someone, not me. But the team hired someone to hide the phone number, which is sort of logical if you're told that when you pick up the phone, you're going to lose money. What do you want to get less phone calls? Well, how are you going to do that? Well, the company's customers can't find about Guess what tons of customers did this other thing we did? Was we employment in an i. V. R. Let's try and give themselves service. So they really the motivation >> of hiding the customer experience that we were running away from the customer experience, >> that iron Iwas and this is in hindsight. I see this that right on the floor above me was it wasn't the thirteenth. It was the fourteenth floor. It was a sales floor and they were doing everything they could tow proactively reach out and contact customers who didn't want to really hear from here from the sales people. So you had this situation. We had a floor of people, my floor, which were sort of running away from customers and a floor of people they were trying to run towards customers and like we're both missing them. It was insane. And what's now transpired in businesses that people get this and go? Wow. If I can deliver a great experience, it actually increases loyalty. It increases the amount of services that my customer will get. They get more value, I get more value. We want to run way, want to run towards customers. We want to reduce the distance between a business and their customer to zero. We want that to be like this kind of connection. We want our businesses, you know, their customers, toe love them. And the way that you get that love actually often comes through the contact Center. So it's becoming much more >> strategic, connecting in, engaging with customers. We're only going >> to be powered by machine learning like you can't do this. Okay? Just by going, I mean, you could do it by hiring lots and lots of humans, but it's really expensive. OK? Does not scale. So the only answer to this problem, which we know how to solve, is toe leverage technology. And it starts in the cloud. >> Right? Great stuff. We'll see you at Enterprise Connect the Cube will be there and great degree to see you. Thanks for coming and great to see this's The Cube Conversation Special Cube comes here in Palo Alto. Grown trial of CEO of Five9. Solving the contact problem. Bring it in. Modernizing it. Running towards customers Customer engagement and big panel coming up. Enterprise connect. I'm John for here in Palo Alto. Thanks for watching.