Jim Long, Didja Inc. | AWS Summit SF 2022
>>Okay. And welcome back to the cubes live coverage here in San Francisco, California for 80 us summit 2022 Amazon web services summit 2020 New York city is coming up in the summer will be there. Check us out the cube.net. Our next guest here is Jim long. The CEO of dig also known as local. BTV a very interesting AWS customer doing some really progressive things around video and, uh, challenging the status quo in code cutting and all kinds of broadcast models. Jim, welcome to the cube. Great to see you. >>Thank you, John. Great to be here. Okay. >>So first of all, before we get into some of the disrupt option, take a minute to explain what is dig and local BTV. >>Uh, dig is all about, uh, providing, uh, edge video networking for broadcast television, basically modernizing local television and hopefully extending it to hyper local content like high schools and community government and community channels and things like that. So essentially free bringing, using the internet as an antenna to bring broadcast television to your phone, your laptop you're connected TVs. >>So if I understand it correctly, if I UN and I look at the, the materials of your site, you basically go into each market, Metro areas like New York Philly bay area, grab the tee signal out of the air. >>Yep. >>Local TV, and then open that up to everyone. Who's got, um, an >>Correct. And, uh, what, we've, where we're essentially building a hybrid network with AWS. Uh, I like to say we got all the smart and account stuff, you know, in the cloud at AWS. And we have all the dumb, fast stuff in the actual TV market. We have servers and transcoding there we work with, uh, of course, um, uh, AWS on that centrally as well. But basically that hybrid cloud allows us to be the fastest simplest and lowest cost way to get a local video. Any type could be an antenna or an IP stream to a local house. So we're, so are the local pickup and delivery people. We're not building a brand, we're not building content. We're delivering the local content to the local views. You >>Like the pipes. >>We are, we're essentially an infrastructure company. Um, we're right at that wonderful intersection of the, uh, the infrastructure and the content where I always like to play. >>I like, I love the store. I think the cost of that nature, how you're using Amazon, it's really impressive. Um, what are some of the cool things you're doing on AWS that you think's notable? >>Well, of course the, the standard issue stuff where you want to store all your data in the cloud. Right? So we, uh, and we use a quick site to, to get to that. And obviously we're using S3 and we're using media tailor, which we really like, which is cuz we first actual company on the planet. I believe that's inserting digital ads, impression based ads into local broadcast streams. So that's, that's fun because the advertisers, they like the fact that they could still do traditional TV buys and they could spice it up with digital impressions based, but ads on us. Yeah. And, and we're adding to it a real fun thing called clip it, which is user clipping. It's an app that's been running on AWS for years. It's had over half a million plays in social media. Yeah. We're combining those together and, and AWS makes it very simple to do that. >>Well, I've been using your app on my Firestick and uh, download local BTV on the app store. Um, I gotta say the calendar's awesome. And the performance is 10 times better than, than some of the other streaming apps because the other performance they crash all the time. The calendar's weird. So congratulations. Clearly you're running the cloud technology. I gotta ask you what's going on in the market? Netflix missed their earnings. The stock was down big time. Um, obviously competition what's up going on with Netflix? >>Well, what's, it's a big shift. >>What does it mean for the streaming market? >>Well, what it means is, is, is a consumer choice. It's really the golden age of consumer choice. Uh, originally back when I was a kid, it was all antenna TV. We didn't even have DBRS right. And then, uh, the cable companies and the satellite companies, the phone companies came in and took over and all of a sudden everyone started paying for TV for just linear TV. Right? And then the next thing, you know, streaming comes around, uh, Netflix shows up for, for VOD or, or SVOD, they call it cuz it's payt TV and uh, and the whole, uh, that ecosystem starts to melt down. And now you have a consumer choice market where you can pay, pay for VAD or pay for, for linear. And everyone does linear and everyone does VAD or you can use free TV. Now we correctly guessed that free TV was gonna have a huge comeback. You know, know what is it about free even obviously gen Z smarter than us boomers. They love free too. Uh, targeted advertising makes the ads less, uh, painful or less of a distraction. Uh, so we knew that free ad supported TV was gonna happen. Lots of stuff happened. And then, then the, uh, major media companies started doing their own subscription apps. Right? They're all cool. >>We like paramount plus >>Paramount plus Disney pluses, PN peacock, uh, time Warner's doing something. I mean, it's all cool, but you know, people only have so much of a big pocketbook. So what it's doing is pay TV has now become much more complicated, but also you, you know, you gotta trade off. So you saw it with Netflix, right? Yeah. Netflix is suffering from there's too much pay TV. So where are you gonna put your money on Comcast? On YouTube TV paramount plus Netflix. >>Yeah. I mean, I love the free thing. I gotta bring up something. I wanna get your reaction to a company called low cast went under, they got sued out of their deal. They were the free TV. Are you guys have issues like them? What's the cast most people don't know got was, was >>Doing same. So we started before low cast and we're uh, what we would call a permissions based system, legal system. The broadcast Mar industry, uh, is, uh, is the wild wild west. I mean, I like to say antenna TV is a direct to consumer. The antenna is a direct to consumer device and it's controlled by the channel. People it's not controlled by a platform like Comcast, right? It's not controlled by a stick. >>When you say channel, do you mean like CBS or >>Yeah, CBS or the local Korean religious cooking channel or, uh, Spanish channels or local independent to television, which is really a national treasure for us. The United States really should be making sure that local content, local channels, uh, do well local businesses, you know, with targeted advertising, Janes nail salon can, can now advertise just in San Jose and not the entire San Francisco TV market. Um, so you ha you have, have all that going on and we recognize, you know, that, that local content, but you have to have permission from the channel stuff. It's not easy because you got channels on stations. You have syndicators, it's hard to keep track of. And sometimes you, you, uh, you, you know, you have to shift things around, but, uh, low cast, uh, like another kind before it just went hog wild, illegal, trying to use a loophole, uh, didn't quite work out for 'em and, uh, >>You see, they have put out of business by the networks, the names, the big names. Yes. Content people, >>Correct. I mean the big, the big guys, but I mean, because they weren't following the rules, um, >>The rules, meaning license, the content, right. >>Well correct. Or yes, >>Basically they, they were stealing the content in the eyes of the, >>Well, there is, there is, it is a little of, a bit of a gray area between the FCC and the copyright laws that Congress made. So, um, there are people certainly out there that think there is a path there, low cast, didn't find it. We're not trying to find it. Uh, we just want to get all the free TV, uh, the bottom line. And you've seen fast channels explode recently, Pluto, uh, Samsung TV. >>And what does that all mean? >>Well, what it means is people love free TV and the best free TV out there is your local TV. So putting that on the internet and those comp, but the media companies, they have trouble with this new stuff. What's, >>What's your >>They're overthinking it. What's >>Some of this CBS, NBC, all these big guys. >>Well, those guys have a little less trouble than the people that actually, uh, they're affiliates, right? So there's 210 TV markets and the, uh, your major networks, you know, they have their own stations. And in a bit, you know, in about 39% of the population, which is about 15 to 20, is it >>Cultural or is a system system problem? >>No, it's a, it's a problem of all the, the media companies are just having trouble moving towards the new technology and, and they're, I think they're siloing it. >>So why not? You gonna let 'em die. Are you trying to do deals with em? >>Oh no, no, absolutely. For us, if we don't make money, unless stations make money, we want local TV to, to flourish. It is local TV is Neilson, just report yesterday, you know, uh, that, uh, local TV is growing. We're taking advantage of that. And I think the station groups are having a little trouble realizing that they have the original, fast channels before Pluto, before Tubi did it in movies. And, and, and what >>Are people understanding in the, in the industry? I know NA's coming up a show. Yeah, >>That's right. >>National associated of broadcasters. What's going on in that industry right now. And you're, if you get to put it down the top three problems that are opportunities to be solved, what would they be? >>Well, I think, you know, I think the, the, the, the last, the, the best one that's left is what we're doing. I have to say it, uh, I think it's worth billions. >>You free TV over the air free and stream >>O TV. Oh yeah. Over the air TV that also works with the internet, right. Public internet connected to public television stations so that everybody, including homeless people, et cetera, that, you know, they don't have a TV, they don't have an antenna, they can't afford comp. They got an >>IPhone though. >>They an iPhone. For sure. And, and so it's, it's, uh, it's a wonderful thing. It's, you know, our national broadcasting and I don't think the station groups or the major networks are taking advantage of it they're as much as they should. Yeah. And, and I don't think, you know, obviously NBC and CBS with their new apps, they're sort of done with that. They did mergers, they got, they got the virtual pay guys. I mean, YouTube TV off the ground, the only thing left is suck another shitload of good, uh, eyeballs and, and advertising. >>Well, I mean, yeah, I think that, that, and what you said earlier around subscription fatigue, I mean, nobody wants to have 20 subscriptions. >>Well, that brings up a whole new other war. That's going on that, thank goodness. We're not part of it's the platforms versus the cable companies. Right. Versus whatever. Right. Everyone's trying to be your open garden or your closed garden. They're trying to get your subscriptions in bundle self bundling it's. But I mean, it's wonderful for consumers, if you can navigate through it. Uh, we wanna, we think we'll have one of the gems in any of that everyone's want local TV. And so we'll supply that we're already doing that. We're supplying it to a couple companies, uh, free cast as a company, uh, app, a universal streaming, you know, manager, your all, all your, uh, streaming, a streaming aggregation, put your paid stuff in, put your free stuff in. They do that. And, and as, as does Roku try trying to do that fire TV, Xfinity's trying to do it. So it's all, it's a new war for the platform and hopefully we'll be on everyone. >>Well, you've been in this industry for a long time, you know, the streaming market, you know, the TV market. Um, so it's, it's good. I think it's a new battle, the shift's happening. Um, what should people know about dig local? BTV what are some of your goals for the next year or two? What are you trying to do? >>Well, what we're really trying to do is make sure that local, uh, local television thrives so that it can support wider communities. It could support hyper local content. So if you're, if you're, and we love the old paradigm and channel change, right? Forget, you know, every other app has all these boxes going by on different rows and stuff. And, and yeah, you can search and find stuff, but there's nothing like just changing channels, whether a commercial's on or, or you, you wanna see what else is on. You know, you're gonna go from local television and maybe all of a sudden, you'll see the local high school play over on another part of the, of the spectrum. And, and what we're trying to do is get those communities together. And the local high school people come over and find the local, you know, uh, Spanish, uh, Nova channel or something like that. >>So local is the new hot. >>It is. Absolutely. And by the way, it's where this high CPMs are gonna go. And the more targeted you get >>Ad revenue, >>I mean, that's for us is, is, is our number one, re we have a number of revenue streams, but targeted ads are really great for local, right? And, and so we're, we're gonna make an announce. We've >>Lost that we've lost that local, I've seen local things that local Palo Alto paper, for instance, just shut down this local sports high school coverage, our youth sports, because they don't budget, right? There's no TV community channels, like some Comcast throwaway channel. Um, we lost, we, we lo we're losing >>Local. No, I think that's a real national shame. And so I think if we can strengthen local television, I think it'll strengthen all local media. So we expect to help local radio and local newspapers. That's a bigger part of the vision. Uh, but I it's gonna happen. There's >>An education angle here too. >>There is an education angle because the bottom line is you can use linear television as a way to augment. Uh, we have a really exciting project going on in New York, uh, uh, with, uh, some of the housing, uh, projects, uh, in Harlem and, and, and the Bronx, uh, their I idea is to have the, the homework channel and they can, and literally when you have a, and both swiping and everything you can have, I mean, literally you can have a hundred schools that, that have things well, >>We know zoom schooling sucks. I mean, that didn't work. So I think you're gonna see a lot of augmentation, right. >>Amazon. >>I was just talking to some people here, AI training, machine learning, training, all here could be online in linear format. >>Yeah. And exactly. And then I think about the linear format is it's discovery television, and you can also, um, you know, you can also record it. Yeah. Right. If you see a program and you want to record it, you sit >>Record. So final minute we have left. I want to just get your thoughts on this one thing and, and ask your question. Are you looking for content? Are you, I outreach at the content providers who, >>Well, we're, we're PRI our primary mission is to get more channel local channels on which really means station groups and independence. We have a number, I mean, basically 50% of the channels in any market. When we move into it are like, this is a no-brainer. I want more eyeballs. We're Nielsen, uh, RA, uh, rated mean we support. And so we, >>How many markets are you in right now? >>We're in 21 now. And we hope to be in, uh, over 50 by the end of the year, covering more than half the United States. >>So, all right, Jim, thanks for coming on the queue. Really appreciate it. >>My pleasure. Good luck >>Recognition. Very disruptive disrupting media, um, combination of over the air TV, local with I internet. Obviously we love that with a cube. We want a cube channel anywhere possible. I'm John furry host of the queue here at AWS summit. Highing all the big trends and technologies in cloud and media back with more coverage after this short break,
SUMMARY :
The CEO of dig also known Okay. Uh, dig is all about, uh, providing, uh, edge video networking for you basically go into each market, Metro areas like New York Philly bay Local TV, and then open that up to everyone. Uh, I like to say we got all the smart and account stuff, you know, the, uh, the infrastructure and the content where I always like to play. I like, I love the store. Well, of course the, the standard issue stuff where you want to store all your data in the cloud. I gotta ask you what's going on in the market? And now you have a consumer choice market where you can I mean, it's all cool, but you know, people only have so much of a big pocketbook. Are you guys have So we started before low cast and we're uh, what we would call a permissions based system, local channels, uh, do well local businesses, you know, with targeted advertising, You see, they have put out of business by the networks, the names, the big names. I mean the big, the big guys, but I mean, because they weren't following the rules, TV, uh, the bottom line. So putting that on the internet and those comp, but the media companies, they have trouble with this new stuff. What's And in a bit, you know, in about 39% of the population, No, it's a, it's a problem of all the, the media companies are just having trouble moving Are you trying to do deals with em? you know, uh, that, uh, local TV is growing. I know NA's coming up a show. problems that are opportunities to be solved, what would they be? Well, I think, you know, I think the, the, the, the last, the, the best one that's left is what we're including homeless people, et cetera, that, you know, they don't have a TV, they don't have an antenna, And, and I don't think, you know, obviously NBC and CBS with their new apps, Well, I mean, yeah, I think that, that, and what you said earlier around subscription fatigue, I mean, uh, app, a universal streaming, you know, manager, your all, What are you trying to do? over and find the local, you know, uh, Spanish, uh, Nova channel or And the more targeted you I mean, that's for us is, is, is our number one, re we have a number of revenue streams, Um, we lost, we, we lo we're losing And so I think if we can strengthen local television, There is an education angle because the bottom line is you can use linear television as I mean, that didn't work. I was just talking to some people here, AI training, machine learning, training, all here could be online in linear And then I think about the linear format is it's discovery television, and you can also, Are you looking for content? We're Nielsen, uh, RA, uh, rated mean we support. And we hope to be in, uh, over 50 by the end of the year, So, all right, Jim, thanks for coming on the queue. I'm John furry host of the queue here at AWS summit.
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Manu Parbhakar, AWS & Bob Breitel, IBM | AWS re:Invent 2021
>>Welcome back. You're watching the cubes coverage of AWS 2021. We're here in the Venetian, formerly the sands convention center in Las Vegas. My name is Dave Volante. Really excited to have Bob bright tell here. He's the director of SAP global alliances at IBM and Manu.. I'm going to try that again. Pro boxcar, is that correct? Rebecca Head of Linux and IBM alliances at AWS Manu. I'm sorry for bashing your name, but at least I got it right, guys. Great to see you. Thanks for coming on. >>And I'm actually now AWS partnership. I had SAP before, so it's great. I first, my first reinvest, >>I have a old DNA title. That's great. That's why I was asking you about Philly before you don't have the accent though. Bob, >>I'm not a Philly native, so cowboy >>Because you have the SAP connection there. IBM, AWS. It's like, whoa, what's going on here? >>Well, maybe I'll start and then have my new, my new, make some comments. And I'll just start by just, uh, we're real excited to be here. IBM's a diamond sponsor at, at re-invent and it's great to be in person and really appreciate AWS being able to put this event on this week and get us back in person. It really makes a difference. And I know there's a lot of people virtually as well, but, um, IBM and AWS have worked together for a number of years. Uh, maybe we could characterize it more opportunistically, um, prior, but in the last 12, 18 months, I think there's been a lot of developments that have really made us come together strategically as partners. I know we'll talk a little bit about red hat during the course of the conversation, but with IBM's >>You say opportunities like you mean in the field and the more strategic >>Relationship or strategic and with IBM's open hybrid cloud strategy. And, uh, with so many of our clients preferring AWS is their cloud. Um, we are working together now to meet clients where they're at to help them get the value of the cloud. And we're talking a little bit about coming out of the pandemic before this. Um, and one of the things that we're seeing with our clients that IBM is a lot of that low hanging fruit. The cloud was achieved, maybe the lift and shift or doing some SAS based applications, but now it's even more important to rapidly adopt hybrid cloud and cloud technologies to provide your business with flexible innovation transformation, all of those things. So that's why it has been important for us to, to partner with AWS strategically. Um, our clients are telling us that when they do move those heavier workloads to the cloud and do it in a hybrid model, they see about two and a half times the value. >>So with that, our partnership is multi-dimensional, we're doing a lot with IBM consulting. My new we'll talk a little bit about IBM software and red hat. Just one example, Dave, with IBM consulting, we now are up to almost 10,000 certifications and 10 plus AWS competencies. So that competency chart that shows we're knocking them all out on the, on the checkerboard there to get them to IBM consulting competencies. And we just had the energy one announced this week. So IBM consulting is in area software's big too. In my news, been helping us with that part of the partner. >>Well, it's, you know, to your point, you can't pick whatever cliche you want. You can't fight fashion. The trend is your friend. You have a lot of, a lot of people want to be on AWS. So rather than fighting, oh, we have our own cloud. No, you've got to meet customers where they are, right >>David, this is where this takes us. You know, the analogy we use between Bob and I, IBM boss spoke about IBM consulting, which we know has been a strategic partnership for the last two, two and a half years. I think I'm going to share the best kept secret in the cloud phase right now. IBM software and AWS now are working together. The analogy we use is IBM software and AWS. I like peanut butter and jelly better together. And over the last 12 months, the two companies have accelerated working together around three key dimensions. Number one, around product, number two around making sure our customers, joint customers successful. And number three, around building a robust ecosystem of partners. One thing that we have realized is just helping customers modernize. Migrate is challenging. And on the product side, now we have about 15 products on AWS marketplace. >>I think about trusty or verify insecurity, cloud Pak for data, uh, uh, Cognos data DataStage over the next 12 months, we plan to land all of the cloud packs. These are containerized version of IBM software on AWS and the marketplace. In addition, many of our customers are now using the managed red hat, OpenShift servers. We launched it earlier in April. This year, we are seeing tremendous customer feedback, tremendous, uh, growth there that is also informing that customers really like the open shirt model managed services one-click deployment. And so our goal is over the next 12 months, launched many more IBM software as a managed service offering. So that's kind of like what we're doing on the product side, on the customer success. A great example is somebody is helping a big oil and gas customers managed with this energy transition that we're working through. Um, Schlumberger software around simulation runs on OpenShift on Amazon in a hybrid environment, especially critical as we have a lot of oil and gas data that needs to have maybe sit on premises, uh, because of data residency requirements. >>I think the third piece is around building an ecosystem of partners for our red hat OpenShift services, which we launched April. We already have 30 partners that are helping customers not only to modernize, but to migrate on AWS. We know modernization is challenging, moving to containers is difficult. So we need this robust ecosystem of partners and Bob and I, and you know, the IBM and AWS team are investing heavily. We have cash credit to do financial incentives plus also technical content so that our customers so that our partners can help customers to be successful. Yeah, >>So the cloud packs are cool. That makes a lot of sense. And now the acquisition of red hat makes it easier. It's a catalyst gets IBM, much more closely aligned to developers and it makes it easier for things like cloud packs to be migrated to the cloud and being running cloud native. How did that acquisition affect from your standpoint menu and Bob I'd love your thoughts and your relationship. >>The red hat acquisition by IBM is a net positive red hat. And AWS have been working together for 14 years now. And we have tens of thousands of customers that are running mission critical workloads, such as SAP, Oracle databases. And there's a lot of trust that is engendered by working in the field for 14 years, uh, supporting mission critical customers, mission critical workloads. And so that relationship has provided a lot of tailwinds to our partnership with IBM software. I think a lot of the stuff we spoke about a lot of the progress you've made in the last six to eight to 12 months, a big function is that the trust that we have engendered working together with red hat. >>Yeah. I'll add Dave that, um, I, I agree with my new comments on the red hat. Red hat really is the epitome of openness right. Of open source software and the history that Manu described with AWS, there has been excellent adoption of red hat on AWS, red hat, enterprise Linux, and then most recently, um, red hat OpenShift on AWS. And just to give another example to the ecosystem point, just this morning, red hat with IBM, with a major ISV named Solonus announced that Solonus will be running one of their key, uh, applications and releasing it on Rossa on AWS. And all this means for our clients is faster adoption and acceleration and being able to innovate, um, in a hybrid way. So that's really the value that red hat is helping, um, to bring to the table in our cloud packs are available on open shift and rose as an option as well. So we're excited about the red hat partnership. It's really essential to our partnership into our, our hybrid cloud strategy. >>You mentioned up front, you know, happy that AWS decided to have this show. Of course, a lot of people watching online and you can get massive scale online, but there's nothing like the live event, you know, and when you make announcements at a live event, there's a little buzz going on and you get feedback. So are you making any hard news here? What, what announcements can you >>Share? Yeah, well, the one we had, um, on, um, uh, Solonus earlier with red hat and to do roasts on top of red hat was one and there's just an advance of, um, of re-invent. Um, we announced something in the data and AI space. So that's another big area of our partnership is data and AI. So we're in, we announced that in the oil industry and in the, um, uh, in that area that we are partnering together with AWS to be able to get insights on data so that we could get clean and reusable energy solutions out there. And there's so much untapped data. We know data is such an important resource, that that's an area that we're going to partner on with our cloud Pak for data on AWS. And of course underlying everything is open shifts. So that's one big announcement. We're also doing a lot in security for IBM and my news has been working closely with this. So my new, I, I know you're close to the integrations we're doing with AWS. So I'll let you comment maybe on some of the things in security. >>I mean, everybody's a security company these days, right? I mean, >>And then we continue to work and making sure that a lot of the IBM security products are integrating with our native services. So the customers have a seamless experience. And as he you'll see a lot of the same investments happening over 2022 as we grow the >>Partnership. So what like a QRadar or something like that >>Are, for example, integrating with security hub. That would be great example. >>I mean, it's the, it's the number one topic for CEO's that has been for a while and still will be okay. So give us a little roadmap, you know, maybe Bob, you could start, where do you want to see this relationship go? Um, what can we expect in the, in the coming 12 months? Yeah, well, >>Again, we're super excited about our partnership with AWS. I think we're just scratching the surface of how we're going to add value to our clients on this, on this hybrid cloud journey that they're all going through. And IBM, and this has been in our financial reports and in our earnings and everything, we're investing over a billion dollars in the ecosystem. And so partners like AWS are critical to provide that platform of growth for our clients and innovation for our clients. So all of the things that I talked about in money talked about today, whether it be our IBM consulting capabilities or our IBM software, our red hat, we're going to continue to invest. We talked about the red hat acquisition. IBM has made a few other acquisitions that help drive this partnership and drive value to our clients for adoption, from Instana to Turbonomic X, to some really innovative cloud consulting companies like Knorr cloud in towels. So we're going to continue to make investments. And I think we're just on the tip of the iceberg and we invite everybody at re-invent, either in person, which is exciting or virtually to learn more about our partnership and how we can help you and my new, any additional comments to that. >>Thanks, Bob V have a golden child hair with red hat OpenShift on Amazon. That'd be launched in April. We are seeing tremendous customer adoption. So we suspect that in next year, we'll continue to see solid adoption around red hat OpenShift. That VocaliD is also informing how customers want a more native experience for IBM software on AWS. And so we, um, we are targeting to, to launch many more IBM software in a native format on edema. So that would be the big team for next year. Uh, in addition, again, I'll call to action to our partner community. There's a huge opportunity to help our joint customers to modernize and migrate on AWS via both IBM, AWS are leaning in, we have cash credit to give financial incentives to partners, to help our customers, to migrate and modernize as well as we are also creating a lot of technical content that is not freely available so that a lot of our partners can start this. IBM focus on AWS practice >>Guys. Thanks so much for coming on the cube. Congratulations, and look at, you know, I often say the next 10 years is not going to be like the last 10 years. The cloud is expanding is a really good example. So thank you for your time. Appreciate your time. All right. You're watching the cube, the leader in high tech coverage at AWS reinvent 2021
SUMMARY :
We're here in the Venetian, And I'm actually now AWS partnership. don't have the accent though. Because you have the SAP connection there. of the conversation, but with IBM's Um, and one of the things that we're seeing with And we just had the energy one announced this week. Well, it's, you know, to your point, you can't pick whatever cliche you want. on the product side, now we have about 15 products on AWS And so our goal is over the next 12 months, launched many more IBM software as a managed So we need this robust ecosystem of partners and Bob and I, and you know, And now the acquisition of to eight to 12 months, a big function is that the trust that we have engendered working together with So that's really the value So are you making any hard news here? to be able to get insights on data so that we could get clean and reusable energy And then we continue to work and making sure that a lot of the IBM security products are integrating with our native So what like a QRadar or something like that Are, for example, integrating with security hub. So give us a little roadmap, you know, maybe Bob, you could start, where do you want to see this relationship So all of the things that I talked about in money talked about today, whether it be our IBM So we I often say the next 10 years is not going to be like the last 10 years.
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Guy Bartram, VMware and Doug Lieberman, Dell Technologies | Dell Technologies World 2020
>> Narrator: From around the globe, it's theCUBE with digital coverage of Dell Technologies World Digital Experience brought to you by Dell Technologies. >> Hi welcome back everybody, Jeff Frick here with theCUBE coming to you from our Palo Alto studios, with our ongoing coverage of the Dell Technology World 2020, the digital experience, we can't be together this year, but we can still get together this way. And we're excited for our very next segment, really talking about one of the big leverage points that the Dell VMware relationship can result in, so we're excited. Joining us our next guest is Guy Bartram, he is the Director of Product Marketing for Cloud Director, for VMware. Guy great to see you, where are you coming in from? >> Thanks for having me on Jeff. >> Where are you coming in from today? (Guy chuckles) >> So this yeah, this London for me, this is from London. >> Excellent, great to see you. >> In the UK. >> And also joining us, Doug Lieberman, he is the Global Solutions Director for Dell Technology, Doug, great to see you, where are you coming in from today? >> Well, thanks for having me, I'm calling in from just outside of Philadelphia, Pennsylvania in the United States. >> Excellent, love Philly's lived there for a couple of years and man, there's some terrific food in that part of the world, I tell yah. So let's get into--- >> You say--- >> Are you Pat's or Geno's. >> Actually I'll eat either one but I think I prefer Pat. >> Okay buddy, I used to get one of each and eat half and half and piss people off that were the purest, but that's a difference--- >> That's the right way to do it. (Jeff and Guy laughs) >> Right, so let's get into it, you know, before we turned on the cameras, you guys were talking about this exciting announcement that you've been working on for a really long time. So before we get kind of into the depths and the importance, why don't we just go ahead and tell us, what is the big announcement that we're sharing today? Go to you Guy. >> And so VMware and Dell really have worked together and we both have partner programs that are focused on service providers, Cloud Service providers, and systems integrators and strategic outsourcers. And what we've done is work together to build a solution that is really targeted towards them in the cloud arena, so taking our cloud capabilities and solutions and optimizing it for cloud providers and doing that through what we call, leveraging our Dell Technologies Cloud Platform and putting VMware Cloud Director on top of that. >> So that's pretty amazing, and really, to you Guy, what does that enable Cloud Service providers to do that they couldn't do so well before? >> It brings a whole lot of benefits to a Cloud Service provider, I mean, for cloud providers, historically they've had to have infrastructure services that've been, you know, quite heavy for them to build, taken a long time to get the market, and really had a high burn and operational costs and this solution VMware Cloud Director on Dell Technologies Cloud Platform is going to bring them the multitenancy aspects of cloud director and all of the speed and efficiencies in application and infrastructure delivery to enable them to address the common need now around hybrid cloud management and hybrid cloud operations. >> And you talked about before, I'm sorry, go ahead, Doug. >> No, I was saying, you know, I think that the big key piece is that, there're special requirements that cloud providers really need from their infrastructure, from their cloud, that makes it special to their business model, and what this aims to do, is to provide those capabilities in a easily consumable and rapid implementation format so that they can get to revenue faster and they can get to higher level services faster. >> It's funny, you talked about getting to revenue faster, back in the day I worked at Intel and Craig Barrett was famous for TTM. TTM, everyone used to think it was time to market bringing a new product to market, and he said, no, no, no, it's time to money, right, how fast can you get operational, so that you can basically get this thing to start generating revenue, I always think of that when you look at seven 37 sitting at a gate, you know, how do you get it operational? So Doug, what were some of those special challenges that they have in their market and how are you helping them solve them? >> So it's a great question, Jeff, as we work with service providers all over the world, they've given us a consistent message, that the days of the value in their service being, how they build the underlying cloud and how they do that orchestration automation are really behind us, right, they're expecting today, an end to end capability delivered as sort of an appliance for that underlying infrastructure for the cloud components, so that they can focus on the higher level services and the things that provide more value and more margin for them, and so, you know, the as a service offerings that run on top of the underlying cloud. And so what this joint solution does is really provide a validated design so that they can redirect their engineering resources from figuring out how to make that base cloud work in a service provider format, with multitenancy, chargeback, showback, portals, et cetera, and get that up and running faster and not have to worry about how to automate all that themselves, so they can focus their engineering efforts on those higher level services that provide greater value to their bottom line, to be honest, >> Great, that's great, and Guy, I want to go back to you, you know, the Cloud Service providers probably don't get as much of publicity as you know, we hear all the time about the big public Cloud Providers, you know, the big three or four or however you want to count them and we hear a lot about data centers and staff migrating between those two, we don't hear a lot of conversation in kind of the hybrid or the multicloud discussion about the role of the smaller Cloud Service providers. So I wonder if you can share a little bit about how they play in the market, you know why this is a really important segment for everyone's, you know, kind of architecture and ability to deliver applications. >> That's great common, I mean, one of the things we tend to call on our partners internally is the fall of mega cloud, that you know you really haven't heard of, there's 4,000 partners in our partner program and all of them are providing very valuable cloud services. They provide cloud services they've in all areas of cloud, so this could be into Azure, Google, AWS or in their own data centers, and many of them have come from infrastructure rich environments or what we call asset heavy environments and delivering services in these environments. The recent kind of drive to cloud adoption and digital transformation has meant that there's been a growing demand for Cloud Service providers to deliver valuable managed services and professional services to help customer do that digital transformation and really help the customer identify, where their customer's workloads, would be best apt and running. And, you know, cloud providers specialize in delivering these services like Doug was saying, they're looking at that higher value and they brought a lot of skills and capability in those areas. >> That's great, 'cause it's really good to keep in mind they pay a really important role in this whole thing. And Doug I want to go back to you in terms of working together with VMware in the solution space, right, so it's one thing to talk about a relationship between two companies, it's one thing to see Michael Dell and Pat Gelsinger on stage together, it's a whole nother deal to get together and put in the investment in these joint solutions. So I wonder if you could share a little bit more color on not only today's announcement, but what this really means for you guys going forward and more importantly, your customers, and ultimately your customer's customers. >> Absolutely, so Dell and VMware are both committed to really driving the success of our Cloud Provider partners all over the world, and to do that, we recognize that there's an additional level of capabilities that we need to bring together and jointly do that. And so we agreed to work together to go build a series of capabilities that are really targeted at going beyond just the basic HCI market and the basic cloud market and extending that for capabilities that are targeted specifically and built specifically for our service providers. And so this solution that we're announcing today is the first step on a journey, but we both committed to and made investments in, continuing that and adding more and more capabilities as we move forward and really addressing that very specific market. And working with our Cloud Service provider partners to figure out what is the next step, what do they need from us, at the end of the day, we're looking to jointly help them be more successful and accelerate their time to market and their go to market capabilities. >> Right, that's great, and Guy back to you, you actually had some numbers, some IDC numbers that you can share in terms of some of the real measurable benefits of this. >> That's right Jeff, yeah, we have, IDC did a recent analysis for us with about 12 partners interviewed across the globe, and some of the results that came back were pretty astounding actually, this pay-for is available on our VCE product page on vmware.com. But just as kind of summarize, you know, we talk about getting to revenue faster, they found that on average service providers were able to onboard customers, i.e migrate them, into their cloud environment around 72% faster, 57% faster delivery of new services and we all know that, you know, portfolio and construction of services takes a long time, but you get business units to buy in to give it support services, so 57% faster delivery of services is incredible. And then, you know, obviously getting to revenue 32% more revenue from VCD services than without VCD and 51% overall more growth with VCD from things like more efficient operations, which are also marked at like 31%. So, you know, significant advantages to having Cloud Director bringing those economies of scale, bringing that capability to migrate from a customer premise into service providers cloud, and then obviously be able to utilize multiple larger clouds across multiple regions. >> That's great, and Doug, I wonder if you could share, are there some specific applications that are driving this more than others, is there any particular kind of subset of the solutions that you can highlight where you're getting the most demand and where you see kind of the both short term opportunity as well as mid and longterm opportunity? >> A great question, I think it really evolves around a couple of different aspects. So one is from a pure security standpoint and things like data sovereignty, we're seeing an increased demand for the service providers that are our partners, as in the ecosystem of cloud, there will always be a role for the hyperscaler clouds as well as the role of these independent Cloud Service providers that are at the next tier down, both for the data sovereignty issues, things like GDPR, but as well as kind of that personal feel, that personal touch and specialty in applications, some of the specific areas we're seeing are things like business process management capabilities, database as a service, VDI as a service, but even more critically things like cyber recovery and backup as a service we're seeing, especially in the current situation that we're in, really an uptick in the cyber attacks and the ransomware, et cetera, and so solutions such as our cyber recovery are critical in those capabilities and those higher level services tied into and integrated with an overall service provider framework are key. And so in the area that we're really seeing uptake are really the business critical mission functions that enterprises are looking to run in a trusted partner's data center, and that's what we're seeing, where we're a lot of traction for this Dell Technologies Cloud Platform, combining VCD and VCF together to give you all those features and enterprise reliability. >> Right, and I didn't ask you Guy kind of the partnership question about having the opportunity to put your capability, you know, on the Dell Cloud Platform, opens up a whole new set of field resources, a whole new set of technical resources, you know, a whole different resources, not that VMware's short on resources by any stretch of the imagination, but it's certainly an additive, you know, kind of one plus one makes three opportunity. >> Yeah, I mean, it's great to be doing this and we've actually already been doing this on a couple of other initiatives, so from my perspective, I, you know, I manage Cloud Director Portfolio and we've already integrated Dell, Data Domain Dell, Avamar backup solutions, Data Protection Suite, into VCD as self service and we've already put in quite a bit of work, working together with Dell on that, as we go forward we're going to be putting more work into supporting VCD on the Dell Technologies Cloud Platform and integrating more services from Dell and from other vendors into the solution as well. So all we want to really provide is the capability for service provider to have the easy to consume hardware model, easy to consume subscription software model, with our program, and then the extensibility of services over and above just the infrastructure layer. So looking at things like object storage, and as Doug said, data protection, migration services, container cluster services, there's a myriad of services that VCD provides today out the box, and then there's the a whole extensibility framework, which we use when we work with partners, like we've done with Dell to deliver things like data protection. >> Yeah, I want to go back to you Doug, in terms of kind of a higher level, this whole transition to as a service, you've been in the business for a long time, you've been in the solutions a long time, but, you know, switching everything to as a service, as often as we can, and as frequently as we can, and as broadly across portfolio is really a terrific response to what the customers now, are looking for. So I'm wondering if you share some color on, you know, this philosophy of trying to get to, as a service, as much as you can, across the broadest solution set as you can. >> Yeah and if you look over the last decade, and decade and a half, there has been this increasing trend to moving to as a service offerings and the public clouds really drove a large part of that, than in tier two service providers around the globe. The key piece especially in the current business model, then going forward is how do you optimize, your CapEx versus OPEX and how do you really leverage the IT infrastructure to the maximum extent possible, based upon current business conditions, and that means the ability to grow and train and the ability to only consume what you need. In the past, when we had traditional data centers, you basically built for the worst case, and so the worst case was you had, an accounting run that happened at the end of the month that required a lot of processing power, then you built to that and that's what you use, and for the rest of the month, it really mostly idle. The cloud model really gives you the ability to A, improve their, or only use what you need and consume when you want to use it, but also adds in really shifting the responsibility for the management and the operations into someone, people who are experts in that area, so that again, you as a business can focus on your mission critical aspects of what you do whether that's developing a drug, building cars, making pizza, whatever it is, really as a service model enables your business to drive their core competency and not have to worry about the IT infrastructure that other people can do more efficiently and with better value than you could do it internally. And all that drive to that as a service model with the additional financial models that really aligned to the business paradigm that really companies are looking for. >> As you're saying that I'm thinking, wow, remember those days when our worst case scenario, was running a big batch load at the end of the month or the end of the quarter, and that would be re-missed, right, we are 2020, we're spread out all over the country and the world on both sides of the Atlantics. If I didn't say something about, you know, kind of the COVID impacts in terms of this accelerate, 'cause we hear it all the time in social media, right, who's driving your digital transformation, is it the CEO, the CIO, of COVID, and we've moved from this kind of light switch moment and then merged to, hey, this is an ongoing thing, and you know, kind of the new normal, is the new normal. And it's really shifted, a lot of people are talking about, you know, kind of shifts in the cloud infrastructure, the direction of the traffic, right, from going now from East to West and it's North to South, 'cause it's going to everybody's home. I wonder, I'll go back to you Guy, in terms of, the response that you've heard from some of your customers, in a response to, you know, kind of A, let's put a stop gap in early March that was interesting, and critical, and done, but now, kind of looking forward as to, you know, kind of a redistribution of workloads and architecture and users and I think Doug talked about security. How are you seeing any kind of ongoing effects and how is this impacting, you know, kind of you go to market and what you guys are bringing to market. >> Yeah, we're definitely seeing a lot of change in the way that service providers are trying to address this now. At the start of COVID, it was really a struggle, I think, for everyone to get the resources that they required to keep customers up from running, a lot of people started re-examining their disaster recovery contingency planning, and realizing that actually, what has happened in the last couple of years is, you know, workloads have exploded, a lot of patient workloads have completely gone through the roof and container workloads have grown drastically, and what's happened is the contingency plans behind all this stuff haven't changed and they just simply can't keep up the dynamic nature of the way we're doing business. Quite simply put technology is outpacing our weight, our ability to deal with that, so, you know, service providers need to provide a platform solution that enables them to be able to orchestrate at scale and enables them to orchestrate securely at scale, and really that means they've got to move away from this is hardware analog and move into virtual resourcing, cloud resource pooling elasticity, and particularly hypothesy. I know VMware we talk a lot about hybrid solutions and multicloud, but it's a reality when you look at where customers are today in their cloud journey, most of them have a footprint in their premise, have a footprint in a cloud provider premise and have multiple footprints in public cloud environments, so they need to have that consistent security model across that, they need to have data contingency and backup solutions, and someone needs to be in that to manage that, and that's where the service providers come in. They need to move away from the kind of infrastructure day to day operations that they were doing before and scale it out to now application protection and application development environments. >> Right, so Doug, I'm going to give you the last word as we wrap up this segment, you know, it's easy for us and pundits and people to write about multicloud and hybrid cloud and all these concepts, you guys actually have to make it work on the ground with real customers and real workloads. So I wonder if you could just kind of, you know, share your perspective, you've been working on this Dell Cloud Platform, you know, kind of how you see this evolving over time, and again, kind of what gets you up in the morning as you look forward as to what this journey is going to be over the next six months, one year, two year, three years down the road. >> Brought a lot of functionality capabilities to the world, right, the ability to consume things as you need them, the ability to really rely on a combined set of clouds and multicloud, and if you look at any enterprise that by any estimate, any company of any size, it's probably got 12, 15 clouds that contain their multicloud between using hyperscalers, tier two service providers, as well as cloud based services like Salesforce.com or Office 365, and you combine all those together and what that provides is a lot of flexibility, a lot of functionality, but also an extreme amount of complexity. And that complexity is really where Dell Technologies Cloud and Dell Technologies Cloud Platform is looking to help and to reduce that complexity, 'cause ultimately a successful enterprise is going to leverage the best from multiple clouds across multiple different implementations in order to provide the end to end IT experience that they need for both their external facing and internal IT operations. And with Dell Technologies Cloud Platform and working with our service providers, what we aim to do is to simplify the implementation of those multiple clouds and how they work together and make it as seamless as possible to shift workloads where they need to be, see your entire virtual enterprise IT environment, no matter where it's running, and to really optimize on your business to understand how you're using cloud, where you're using cloud, and how those clouds work together. And so the integration of all the different features with VMware and Dell bring together that end to end capability to significantly simplify the multicloud experience, and then ultimately our service provider partners, can help you on that journey to provide that management and orchestration across those different clouds and the data transformation, the digital transformation necessary in order to drive success. >> That's great, well, thank you Doug, for putting a nice big bow on it, and congratulations to you both for getting this release out, I know there's a lot of hard work and effort behind it, so it's always kind of good to finally get to expose it to the real world, so thanks for taking a few minutes with us. >> Great, thank you for having us. >> Absolutely. >> Yeah thanks Jeff, thank you. >> All right, he's Guy, he's Doug, I'm Jeff, you're watching theCUBE's continuous coverage of Dell Technologies World 2020, the digital experience. Thanks for watching, we'll see you next time. (soft upbeat music)
SUMMARY :
brought to you by Dell Technologies. that the Dell VMware So this yeah, this London for me, in the United States. in that part of the world, I tell yah. one but I think I prefer Pat. (Jeff and Guy laughs) Go to you Guy. and doing that through what we call, and all of the speed and efficiencies And you talked about before, and they can get to higher and how are you helping them solve them? and the things that provide more value and ability to deliver applications. and really help the customer identify, and put in the investment and to do that, we recognize and Guy back to you, and we all know that, you know, and the ransomware, et cetera, Right, and I didn't ask you Guy so from my perspective, I, you know, and as broadly across portfolio and so the worst case was you had, and you know, kind of the new and enables them to to give you the last word and to really optimize on your business and congratulations to you both 2020, the digital experience.
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Innovation Happens Best in Open Collaboration Panel | DockerCon Live 2020
>> Announcer: From around the globe, it's the queue with digital coverage of DockerCon live 2020. Brought to you by Docker and its ecosystem partners. >> Welcome, welcome, welcome to DockerCon 2020. We got over 50,000 people registered so there's clearly a ton of interest in the world of Docker and Eddie's as I like to call it. And we've assembled a power panel of Open Source and cloud native experts to talk about where things stand in 2020 and where we're headed. I'm Shawn Conley, I'll be the moderator for today's panel. I'm also a proud alum of JBoss, Red Hat, SpringSource, VMware and Hortonworks and I'm broadcasting from my hometown of Philly. Our panelists include; Michelle Noorali, Senior Software Engineer at Microsoft, joining us from Atlanta, Georgia. We have Kelsey Hightower, Principal developer advocate at Google Cloud, joining us from Washington State and we have Chris Aniszczyk, CTO CIO at the CNCF, joining us from Austin, Texas. So I think we have the country pretty well covered. Thank you all for spending time with us on this power panel. Chris, I'm going to start with you, let's dive right in. You've been in the middle of the Docker netease wave since the beginning with a clear focus on building a better world through open collaboration. What are your thoughts on how the Open Source landscape has evolved over the past few years? Where are we in 2020? And where are we headed from both community and a tech perspective? Just curious to get things sized up? >> Sure, when CNCF started about roughly four, over four years ago, the technology mostly focused on just the things around Kubernetes, monitoring communities with technology like Prometheus, and I think in 2020 and the future, we definitely want to move up the stack. So there's a lot of tools being built on the periphery now. So there's a lot of tools that handle running different types of workloads on Kubernetes. So things like Uvert and Shay runs VMs on Kubernetes, which is crazy, not just containers. You have folks that, Microsoft experimenting with a project called Kruslet which is trying to run web assembly workloads natively on Kubernetes. So I think what we've seen now is more and more tools built around the periphery, while the core of Kubernetes has stabilized. So different technologies and spaces such as security and different ways to run different types of workloads. And at least that's kind of what I've seen. >> So do you have a fair amount of vendors as well as end users still submitting in projects in, is there still a pretty high volume? >> Yeah, we have 48 total projects in CNCF right now and Michelle could speak a little bit more to this being on the DOC, the pipeline for new projects is quite extensive and it covers all sorts of spaces from two service meshes to security projects and so on. So it's ever so expanding and filling in gaps in that cloud native landscape that we have. >> Awesome. Michelle, Let's head to you. But before we actually dive in, let's talk a little glory days. A rumor has it that you are the Fifth Grade Kickball Championship team captain. (Michelle laughs) Are the rumors true? >> They are, my speech at the end of the year was the first talk I ever gave. But yeah, it was really fun. I wasn't captain 'cause I wasn't really great at anything else apart from constantly cheer on the team. >> A little better than my eighth grade Spelling Champ Award so I think I'd rather have the kickball. But you've definitely, spent a lot of time leading an Open Source, you've been across many projects for many years. So how does the art and science of collaboration, inclusivity and teamwork vary? 'Cause you're involved in a variety of efforts, both in the CNCF and even outside of that. And then what are some tips for expanding the tent of Open Source projects? >> That's a good question. I think it's about transparency. Just come in and tell people what you really need to do and clearly articulate your problem, more clearly articulate your problem and why you can't solve it with any other solution, the more people are going to understand what you're trying to do and be able to collaborate with you better. What I love about Open Source is that where I've seen it succeed is where incentives of different perspectives and parties align and you're just transparent about what you want. So you can collaborate where it makes sense, even if you compete as a company with another company in the same area. So I really like that, but I just feel like transparency and honesty is what it comes down to and clearly communicating those objectives. >> Yeah, and the various foundations, I think one of the things that I've seen, particularly Apache Software Foundation and others is the notion of checking your badge at the door. Because the competition might be between companies, but in many respects, you have engineers across many companies that are just kicking butt with the tech they contribute, claiming victory in one way or the other might make for interesting marketing drama. But, I think that's a little bit of the challenge. In some of the, standards-based work you're doing I know with CNI and some other things, are they similar, are they different? How would you compare and contrast into something a little more structured like CNCF? >> Yeah, so most of what I do is in the CNCF, but there's specs and there's projects. I think what CNCF does a great job at is just iterating to make it an easier place for developers to collaborate. You can ask the CNCF for basically whatever you need, and they'll try their best to figure out how to make it happen. And we just continue to work on making the processes are clearer and more transparent. And I think in terms of specs and projects, those are such different collaboration environments. Because if you're in a project, you have to say, "Okay, I want this feature or I want this bug fixed." But when you're in a spec environment, you have to think a little outside of the box and like, what framework do you want to work in? You have to think a little farther ahead in terms of is this solution or this decision we're going to make going to last for the next how many years? You have to get more of a buy in from all of the key stakeholders and maintainers. So it's a little bit of a longer process, I think. But what's so beautiful is that you have this really solid, standard or interface that opens up an ecosystem and allows people to build things that you could never have even imagined or dreamed of so-- >> Gotcha. So I'm Kelsey, we'll head over to you as your focus is on, developer advocate, you've been in the cloud native front lines for many years. Today developers are faced with a ton of moving parts, spanning containers, functions, Cloud Service primitives, including container services, server-less platforms, lots more, right? I mean, there's just a ton of choice. How do you help developers maintain a minimalist mantra in the face of such a wealth of choice? I think minimalism I hear you talk about that periodically, I know you're a fan of that. How do you pass that on and your developer advocacy in your day to day work? >> Yeah, I think, for most developers, most of this is not really the top of mind for them, is something you may see a post on Hacker News, and you might double click into it. Maybe someone on your team brought one of these tools in and maybe it leaks up into your workflow so you're forced to think about it. But for most developers, they just really want to continue writing code like they've been doing. And the best of these projects they'll never see. They just work, they get out of the way, they help them with log in, they help them run their application. But for most people, this isn't the core idea of the job for them. For people in operations, on the other hand, maybe these components fill a gap. So they look at a lot of this stuff that you see in the CNCF and Open Source space as number one, various companies or teams sharing the way that they do things, right? So these are ideas that are put into the Open Source, some of them will turn into products, some of them will just stay as projects that had mutual benefit for multiple people. But for the most part, it's like walking through an ion like Home Depot. You pick the tools that you need, you can safely ignore the ones you don't need, and maybe something looks interesting and maybe you study it to see if that if you have a problem. And for most people, if you don't have that problem that that tool solves, you should be happy. No one needs every project and I think that's where the foundation for confusion. So my main job is to help people not get stuck and confused in LAN and just be pragmatic and just use the tools that work for 'em. >> Yeah, and you've spent the last little while in the server-less space really diving into that area, compare and contrast, I guess, what you found there, minimalist approach, who are you speaking to from a server-less perspective versus that of the broader CNCF? >> The thing that really pushed me over, I was teaching my daughter how to make a website. So she's on her Chromebook, making a website, and she's hitting 127.0.0.1, and it looks like geo cities from the 90s but look, she's making website. And she wanted her friends to take a look. So she copied and paste from her browser 127.0.0.1 and none of her friends could pull it up. So this is the point where every parent has to cross that line and say, "Hey, do I really need to sit down "and teach my daughter about Linux "and Docker and Kubernetes." That isn't her main goal, her goal was to just launch her website in a way that someone else can see it. So we got Firebase installed on her laptop, she ran one command, Firebase deploy. And our site was up in a few minutes, and she sent it over to her friend and there you go, she was off and running. The whole server-less movement has that philosophy as one of the stated goal that needs to be the workflow. So, I think server-less is starting to get closer and closer, you start to see us talk about and Chris mentioned this earlier, we're moving up the stack. Where we're going to up the stack, the North Star there is feel where you get the focus on what you're doing, and not necessarily how to do it underneath. And I think server-less is not quite there yet but every type of workload, stateless web apps check, event driven workflows check, but not necessarily for things like machine learning and some other workloads that more traditional enterprises want to run so there's still work to do there. So server-less for me, serves as the North Star for why all these Projects exists for people that may have to roll their own platform, to provide the experience. >> So, Chris, on a related note, with what we were just talking about with Kelsey, what's your perspective on the explosion of the cloud native landscape? There's, a ton of individual projects, each can be used separately, but in many cases, they're like Lego blocks and used together. So things like the surface mesh interface, standardizing interfaces, so things can snap together more easily, I think, are some of the approaches but are you doing anything specifically to encourage this cross fertilization and collaboration of bug ability, because there's just a ton of projects, not only at the CNCF but outside the CNCF that need to plug in? >> Yeah, I mean, a lot of this happens organically. CNCF really provides of the neutral home where companies, competitors, could trust each other to build interesting technology. We don't force integration or collaboration, it happens on its own. We essentially allow the market to decide what a successful project is long term or what an integration is. We have a great Technical Oversight Committee that helps shepherd the overall technical vision for the organization and sometimes steps in and tries to do the right thing when it comes to potentially integrating a project. Previously, we had this issue where there was a project called Open Tracing, and an effort called Open Census, which is basically trying to standardize how you're going to deal with metrics, on the tree and so on in a cloud native world that we're essentially competing with each other. The CNCF TC and committee came together and merged those projects into one parent ever called Open Elementary and so that to me is a case study of how our committee helps, bridges things. But we don't force things, we essentially want our community of end users and vendors to decide which technology is best in the long term, and we'll support that. >> Okay, awesome. And, Michelle, you've been focused on making distributed systems digestible, which to me is about simplifying things. And so back when Docker arrived on the scene, some people referred to it as developer dopamine, which I love that term, because it's simplified a bunch of crufty stuff for developers and actually helped them focus on doing their job, writing code, delivering code, what's happening in the community to help developers wire together multi-part modern apps in a way that's elegant, digestible, feels like a dopamine rush? >> Yeah, one of the goals of the(mumbles) project was to make it easier to deploy an application on Kubernetes so that you could see what the finished product looks like. And then dig into all of the things that that application is composed of, all the resources. So we're really passionate about this kind of stuff for a while now. And I love seeing projects that come into the space that have this same goal and just iterate and make things easier. I think we have a ways to go still, I think a lot of the iOS developers and JS developers I get to talk to don't really care that much about Kubernetes. They just want to, like Kelsey said, just focus on their code. So one of the projects that I really like working with is Tilt gives you this dashboard in your CLI, aggregates all your logs from your applications, And it kind of watches your application changes, and reconfigures those changes in Kubernetes so you can see what's going on, it'll catch errors, anything with a dashboard I love these days. So Yali is like a metrics dashboard that's integrated with STL, a service graph of your service mesh, and lets you see the metrics running there. I love that, I love that dashboard so much. Linkerd has some really good service graph images, too. So anything that helps me as an end user, which I'm not technically an end user, but me as a person who's just trying to get stuff up and running and working, see the state of the world easily and digest them has been really exciting to see. And I'm seeing more and more dashboards come to light and I'm very excited about that. >> Yeah, as part of the DockerCon just as a person who will be attending some of the sessions, I'm really looking forward to see where DockerCompose is going, I know they opened up the spec to broader input. I think your point, the good one, is there's a bit more work to really embrace the wealth of application artifacts that compose a larger application. So there's definitely work the broader community needs to lean in on, I think. >> I'm glad you brought that up, actually. Compose is something that I should have mentioned and I'm glad you bring that up. I want to see programming language libraries, integrate with the Compose spec. I really want to see what happens with that I think is great that they open that up and made that a spec because obviously people really like using Compose. >> Excellent. So Kelsey, I'd be remiss if I didn't touch on your January post on changelog entitled, "Monoliths are the Future." Your post actually really resonated with me. My son works for a software company in Austin, Texas. So your hometown there, Chris. >> Yeah. >> Shout out to Will and the chorus team. His development work focuses on adding modern features via micro services as extensions to the core monolith that the company was founded on. So just share some thoughts on monoliths, micro services. And also, what's deliverance dopamine from your perspective more broadly, but people usually phrase as monoliths versus micro services, but I get the sense you don't believe it's either or. >> Yeah, I think most companies from the pragmatic so one of their argument is one of pragmatism. Most companies have trouble designing any app, monolith, deployable or microservices architecture. And then these things evolve over time. Unless you're really careful, it's really hard to know how to slice these things. So taking an idea or a problem and just knowing how to perfectly compartmentalize it into individual deployable component, that's hard for even the best people to do. And double down knowing the actual solution to the particular problem. A lot of problems people are solving they're solving for the first time. It's really interesting, our industry in general, a lot of people who work in it have never solved the particular problem that they're trying to solve for the first time. So that's interesting. The other part there is that most of these tools that are here to help are really only at the infrastructure layer. We're talking freeways and bridges and toll bridges, but there's nothing that happens in the actual developer space right there in memory. So the libraries that interface to the structure logging, the libraries that deal with rate limiting, the libraries that deal with authorization, can this person make this query with this user ID? A lot of those things are still left for developers to figure out on their own. So while we have things like the brunettes and fluid D, we have all of these tools to deploy apps into those target, most developers still have the problem of everything you do above that line. And to be honest, the majority of the complexity has to be resolved right there in the app. That's the thing that's taking requests directly from the user. And this is where maybe as an industry, we're over-correcting. So we had, you said you come from the JBoss world, I started a lot of my Cisco administration, there's where we focus a little bit more on the actual application needs, maybe from a router that as well. But now what we're seeing is things like Spring Boot, start to offer a little bit more integration points in the application space itself. So I think the biggest parts that are missing now are what are the frameworks people will use for authorization? So you have projects like OPA, Open Policy Agent for those that are new to that, it gives you this very low level framework, but you still have to understand the concepts around, what does it mean to allow someone to do something and one missed configuration, all your security goes out of the window. So I think for most developers this is where the next set of challenges lie, if not actually the original challenge. So for some people, they were able to solve most of these problems with virtualization, run some scripts, virtualize everything and be fine. And monoliths were okay for that. For some reason, we've thrown pragmatism out of the window and some people are saying the only way to solve these problems is by breaking the app into 1000 pieces. Forget the fact that you had trouble managing one piece, you're going to somehow find the ability to manage 1000 pieces with these tools underneath but still not solving the actual developer problems. So this is where you've seen it already with a couple of popular blog posts from other companies. They cut too deep. They're going from 2000, 3000 microservices back to maybe 100 or 200. So to my world, it's going to be not just one monolith, but end up maybe having 10 or 20 monoliths that maybe reflect the organization that you have versus the architectural pattern that you're at. >> I view it as like a constellation of stars and planets, et cetera. Where you you might have a star that has a variety of, which is a monolith, and you have a variety of sort of planetary microservices that float around it. But that's reality, that's the reality of modern applications, particularly if you're not starting from a clean slate. I mean your points, a good one is, in many respects, I think the infrastructure is code movement has helped automate a bit of the deployment of the platform. I've been personally focused on app development JBoss as well as springsSource. The Spring team I know that tech pretty well over the years 'cause I was involved with that. So I find that James Governor's discussion of progressive delivery really resonates with me, as a developer, not so much as an infrastructure Deployer. So continuous delivery is more of infrastructure notice notion, progressive delivery, feature flags, those types of things, or app level, concepts, minimizing the blast radius of your, the new features you're deploying, that type of stuff, I think begins to speak to the pain of application delivery. So I'll guess I'll put this up. Michelle, I might aim it to you, and then we'll go around the horn, what are your thoughts on the progressive delivery area? How could that potentially begin to impact cloud native over 2020? I'm looking for some rallying cries that move up the stack and give a set of best practices, if you will. And I think James Governor of RedMonk opened on something that's pretty important. >> Yeah, I think it's all about automating all that stuff that you don't really know about. Like Flagger is an awesome progressive delivery tool, you can just deploy something, and people have been asking for so many years, ever since I've been in this space, it's like, "How do I do AB deployment?" "How do I do Canary?" "How do I execute these different deployment strategies?" And Flagger is a really good example, for example, it's a really good way to execute these deployment strategies but then, make sure that everything's happening correctly via observing metrics, rollback if you need to, so you don't just throw your whole system. I think it solves the problem and allows you to take risks but also keeps you safe in that you can be confident as you roll out your changes that it all works, it's metrics driven. So I'm just really looking forward to seeing more tools like that. And dashboards, enable that kind of functionality. >> Chris, what are your thoughts in that progressive delivery area? >> I mean, CNCF alone has a lot of projects in that space, things like Argo that are tackling it. But I want to go back a little bit to your point around developer dopamine, as someone that probably spent about a decade of his career focused on developer tooling and in fact, if you remember the Eclipse IDE and that whole integrated experience, I was blown away recently by a demo from GitHub. They have something called code spaces, which a long time ago, I was trying to build development environments that essentially if you were an engineer that joined a team recently, you could basically get an environment quickly start it with everything configured, source code checked out, environment properly set up. And that was a very hard problem. This was like before container days and so on and to see something like code spaces where you'd go to a repo or project, open it up, behind the scenes they have a container that is set up for the environment that you need to build and just have a VS code ID integrated experience, to me is completely magical. It hits like developer dopamine immediately for me, 'cause a lot of problems when you're going to work with a project attribute, that whole initial bootstrap of, "Oh you need to make sure you have this library, this install," it's so incredibly painful on top of just setting up your developer environment. So as we continue to move up the stack, I think you're going to see an incredible amount of improvements around the developer tooling and developer experience that people have powered by a lot of this cloud native technology behind the scenes that people may not know about. >> Yeah, 'cause I've been talking with the team over at Docker, the work they're doing with that desktop, enable the aim local environment, make sure it matches as closely as possible as your deployed environments that you might be targeting. These are some of the pains, that I see. It's hard for developers to get bootstrapped up, it might take him a day or two to actually just set up their local laptop and development environment, and particularly if they change teams. So that complexity really corralling that down and not necessarily being overly prescriptive as to what tool you use. So if you're visual code, great, it should feel integrated into that environment, use a different environment or if you feel more comfortable at the command line, you should be able to opt into that. That's some of the stuff I get excited to potentially see over 2020 as things progress up the stack, as you said. So, Michelle, just from an innovation train perspective, and we've covered a little bit, what's the best way for people to get started? I think Kelsey covered a little bit of that, being very pragmatic, but all this innovation is pretty intimidating, you can get mowed over by the train, so to speak. So what's your advice for how people get started, how they get involved, et cetera. >> Yeah, it really depends on what you're looking for and what you want to learn. So, if you're someone who's new to the space, honestly, check out the case studies on cncf.io, those are incredible. You might find environments that are similar to your organization's environments, and read about what worked for them, how they set things up, any hiccups they crossed. It'll give you a broad overview of the challenges that people are trying to solve with the technology in this space. And you can use that drill into the areas that you want to learn more about, just depending on where you're coming from. I find myself watching old KubeCon talks on the cloud native computing foundations YouTube channel, so they have like playlists for all of the conferences and the special interest groups in CNCF. And I really enjoy talking, I really enjoy watching excuse me, older talks, just because they explain why things were done, the way they were done, and that helps me build the tools I built. And if you're looking to get involved, if you're building projects or tools or specs and want to contribute, we have special interest groups in the CNCF. So you can find that in the CNCF Technical Oversight Committee, TOC GitHub repo. And so for that, if you want to get involved there, choose a vertical. Do you want to learn about observability? Do you want to drill into networking? Do you care about how to deliver your app? So we have a cig called app delivery, there's a cig for each major vertical, and you can go there to see what is happening on the edge. Really, these are conversations about, okay, what's working, what's not working and what are the next changes we want to see in the next months. So if you want that kind of granularity and discussion on what's happening like that, then definitely join those those meetings. Check out those meeting notes and recordings. >> Gotcha. So on Kelsey, as you look at 2020 and beyond, I know, you've been really involved in some of the earlier emerging tech spaces, what gets you excited when you look forward? What gets your own level of dopamine up versus the broader community? What do you see coming that we should start thinking about now? >> I don't think any of the raw technology pieces get me super excited anymore. Like, I've seen the circle of around three or four times, in five years, there's going to be a new thing, there might be a new foundation, there'll be a new set of conferences, and we'll all rally up and probably do this again. So what's interesting now is what people are actually using the technology for. Some people are launching new things that maybe weren't possible because infrastructure costs were too high. People able to jump into new business segments. You start to see these channels on YouTube where everyone can buy a mic and a B app and have their own podcasts and be broadcast to the globe, just for a few bucks, if not for free. Those revolutionary things are the big deal and they're hard to come by. So I think we've done a good job democratizing these ideas, distributed systems, one company got really good at packaging applications to share with each other, I think that's great, and never going to reset again. And now what's going to be interesting is, what will people build with this stuff? If we end up building the same things we were building before, and then we're talking about another digital transformation 10 years from now because it's going to be funny but Kubernetes will be the new legacy. It's going to be the things that, "Oh, man, I got stuck in this Kubernetes thing," and there'll be some governor on TV, looking for old school Kubernetes engineers to migrate them to some new thing, that's going to happen. You got to know that. So at some point merry go round will stop. And we're going to be focused on what you do with this. So the internet is there, most people have no idea of the complexities of underwater sea cables. It's beyond one or two people, or even one or two companies to comprehend. You're at the point now, where most people that jump on the internet are talking about what you do with the internet. You can have Netflix, you can do meetings like this one, it's about what you do with it. So that's going to be interesting. And we're just not there yet with tech, tech is so, infrastructure stuff. We're so in the weeds, that most people almost burn out what's just getting to the point where you can start to look at what you do with this stuff. So that's what I keep in my eye on, is when do we get to the point when people just ship things and build things? And I think the closest I've seen so far is in the mobile space. If you're iOS developer, Android developer, you use the SDK that they gave you, every year there's some new device that enables some new things speech to text, VR, AR and you import an STK, and it just worked. And you can put it in one place and 100 million people can download it at the same time with no DevOps team, that's amazing. When can we do that for server side applications? That's going to be something I'm going to find really innovative. >> Excellent. Yeah, I mean, I could definitely relate. I was Hortonworks in 2011, so, Hadoop, in many respects, was sort of the precursor to the Kubernetes area, in that it was, as I like to refer to, it was a bunch of animals in the zoo, wasn't just the yellow elephant. And when things mature beyond it's basically talking about what kind of analytics are driving, what type of machine learning algorithms and applications are they delivering? You know that's when things tip over into a real solution space. So I definitely see that. I think the other cool thing even just outside of the container and container space, is there's just such a wealth of data related services. And I think how those two worlds come together, you brought up the fact that, in many respects, server-less is great, it's stateless, but there's just a ton of stateful patterns out there that I think also need to be addressed as these richer applications to be from a data processing and actionable insights perspective. >> I also want to be clear on one thing. So some people confuse two things here, what Michelle said earlier about, for the first time, a whole group of people get to learn about distributed systems and things that were reserved to white papers, PhDs, CF site, this stuff is now super accessible. You go to the CNCF site, all the things that you read about or we used to read about, you can actually download, see how it's implemented and actually change how it work. That is something we should never say is a waste of time. Learning is always good because someone has to build these type of systems and whether they sell it under the guise of server-less or not, this will always be important. Now the other side of this is, that there are people who are not looking to learn that stuff, the majority of the world isn't looking. And in parallel, we should also make this accessible, which should enable people that don't need to learn all of that before they can be productive. So that's two sides of the argument that can be true at the same time, a lot of people get caught up. And everything should just be server-less and everyone learning about distributed systems, and contributing and collaborating is wasting time. We can't have a world where there's only one or two companies providing all infrastructure for everyone else, and then it's a black box. We don't need that. So we need to do both of these things in parallel so I just want to make sure I'm clear that it's not one of these or the other. >> Yeah, makes sense, makes sense. So we'll just hit the final topic. Chris, I think I'll ask you to help close this out. COVID-19 clearly has changed how people work and collaborate. I figured we'd end on how do you see, so DockerCon is going to virtual events, inherently the Open Source community is distributed and is used to not face to face collaboration. But there's a lot of value that comes together by assembling a tent where people can meet, what's the best way? How do you see things playing out? What's the best way for this to evolve in the face of the new normal? >> I think in the short term, you're definitely going to see a lot of virtual events cropping up all over the place. Different themes, verticals, I've already attended a handful of virtual events the last few weeks from Red Hat summit to Open Compute summit to Cloud Native summit, you'll see more and more of these. I think, in the long term, once the world either get past COVID or there's a vaccine or something, I think the innate nature for people to want to get together and meet face to face and deal with all the serendipitous activities you would see in a conference will come back, but I think virtual events will augment these things in the short term. One benefit we've seen, like you mentioned before, DockerCon, can have 50,000 people at it. I don't remember what the last physical DockerCon had but that's definitely an order of magnitude more. So being able to do these virtual events to augment potential of physical events in the future so you can build a more inclusive community so people who cannot travel to your event or weren't lucky enough to win a scholarship could still somehow interact during the course of event to me is awesome and I hope something that we take away when we start all doing these virtual events when we get back to physical events, we find a way to ensure that these things are inclusive for everyone and not just folks that can physically make it there. So those are my thoughts on on the topic. And I wish you the best of luck planning of DockerCon and so on. So I'm excited to see how it turns out. 50,000 is a lot of people and that just terrifies me from a cloud native coupon point of view, because we'll probably be somewhere. >> Yeah, get ready. Excellent, all right. So that is a wrap on the DockerCon 2020 Open Source Power Panel. I think we covered a ton of ground. I'd like to thank Chris, Kelsey and Michelle, for sharing their perspectives on this continuing wave of Docker and cloud native innovation. I'd like to thank the DockerCon attendees for tuning in. And I hope everybody enjoys the rest of the conference. (upbeat music)
SUMMARY :
Brought to you by Docker of the Docker netease wave on just the things around Kubernetes, being on the DOC, the A rumor has it that you are apart from constantly cheer on the team. So how does the art and the more people are going to understand Yeah, and the various foundations, and allows people to build things I think minimalism I hear you You pick the tools that you need, and it looks like geo cities from the 90s but outside the CNCF that need to plug in? We essentially allow the market to decide arrived on the scene, on Kubernetes so that you could see Yeah, as part of the and I'm glad you bring that up. entitled, "Monoliths are the Future." but I get the sense you and some people are saying the only way and you have a variety of sort in that you can be confident and in fact, if you as to what tool you use. and that helps me build the tools I built. So on Kelsey, as you and be broadcast to the globe, that I think also need to be addressed the things that you read about in the face of the new normal? and meet face to face So that is a wrap on the DockerCon 2020
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Brendan Harris, SeventySix Capital | Sports Tech Tokyo World Demo Day 2019
>> Hey, welcome back. You're ready, Jeff? Rick! Here with the Cube were Oracle Park recently, A T and T Park just renamed. It's a beautiful day home in San Francisco Giants. They're on the road. We're here at a pretty interesting event is called Sports Tech. Tokyo World Demo Day brought together a coalition of about 100 startups. 25 of them are given demos today on technology as it relates to sports. But even more importantly, that can then be used in other in others. Beyond sports. We're excited to have an athlete on not just another tech crazy guy. He's Brendan Harris. He's an athlete in residence at 76 Capital. Brendan. Thanks for stopping by. >> Thanks for having me. >> So what is the effort, Principles and entrepreneur in residence? Where is the athlete residents do? It is >> essentially a play on the entrepreneur in residence. I was introduced to 76 Capital finished playing in 15 and I was doing my MBA at Warden and in Philly and got introduced Thio Wayne and the guys at 76. And they are kind of putting together an athlete venture group. Whether they're bringing in a lot of athletes don't wannabe investors and kind of providing them access to deal >> flow and >> um, >> and then also leveraging their social capital. So, uh, he was He was kind of tickled when he came when he coined the term athlete residents and he threw it on my business card. And and that's where we're at, >> right? So I'm just curious your perspective as an athlete as you look around at all the technology that's going into sports, right? Kind of the big categories are, you know that which helps the players play better. There's that which helps the people run, the team's better. And then there's that, which is really kind of part of the fan experience. I mean, you actually to go down and try to put wood on a ball coming at you in 90 plus miles an hour. All this other stuff. Do you see it as is it interesting is distraction. Is it entertaining? I mean, how do you look at it from an athlete's perspective? >> So yeah, so a lot to impact. So first of all, I have this ah, equally the equal view of fascination and frustration where a lot of this wasn't he wasn't around when I when I was playing it, certainly from the field. Now we're taking in things like recovery and rest and sleep. Ah, but I think players and me personally are fascinated with How can we improve on field performance? And I think baseball. It's such a perfect game and you fail so often, being able to turn to turn things that were previously subjective and applied data and in tech to make them objective and give you answers. I think it's fascinating and the ways that we can use data to to kind of promote performance and health and and all those things air Very fascinating. So from players, point of view, we're all about it. But at the same time, I think it certainly says why I've loved to get into sports. Tech is there's a lot of data that's just noise that's coming in and things. And so the tough part is, um, kind of weeding through and what is actionable info on what can actually help improve the on field performance? And then along with that, you know, we want to feel the product on the field, but also what the service is for the consumer and the fans are. And how can we improve that and then engage them? Because certainly sports are part of the culture and part of life now, and it's fascinating. These fans want to know more and more and more, certainly what's going >> on. And it's been It's been a >> great journey, >> right? So on the fan experience specifically, and we've been we've been here a number of years. Bill Styles, a good friend of mine off another word and other work. Brad and and, you know, talking about high density WiFi and you know the app on your phone and delivered, you know, food delivered to your seats. I mean, >> as a as an >> athlete on the field. Do you look at kind of all these things is as a distraction. Do you appreciate? It's kind of a more competitive environment these days in terms of people's attention and kind of that entertainment dollar. But I would imagine from between the lines it looks like Hey, you know, the game's down here people. It's been >> interesting because, um, you know, one of the problems of a major league baseball's been trying to address his pace of games right. And if you really look at the data, they're not that much longer. What's different? We're wired differently, right? So our attention spans are short and we're constantly so our technology. So these, you know, guys like Bill, you are trying to leverage that and try to have your food delivered and try to increase the social component. Increased the value in the in venue experience so that you're not only watching the game, but you're socially enjoying at the same time and kind of fill in those gaps. Ah, lot of it is yes on. And I think there's been balls flying into the stands since baseball's been playing, but they need to put the netting up. Has come a lot of times because nobody's watching. Some people aren't not nobody, but a lot of people aren't watching. The games are getting hit with a lot of these foul balls. So there is that component where you know there's there's some unbelievable things are going off on the sides. But um, you know it's baseball is still gonna be kind of very somewhat within within the confines. >> The other piece that I find really interesting on the data side, right? Is there so much data? Right? There's data data data. Obviously, baseball is built on data and arguments about data and conversations about data, but now it's kind of gone to this next Gen with, you know, wins over replacement and all these other things. But sometimes it's funny to me. It feels like they're forgetting the object of the game is to win the game. And it feels like sometimes the metadata has now become more important than the data. Did you win or lose and is not necessarily being used as a predictor for future performance? But it's almost like a standalone game in and of itself. Like we forget. The object is to win the game and win a championship, not to have the highest war number views since that frustration is that sound? Yeah, I think what you're getting >> into a lot of times is our know how are we making decisions right? And in the game? A lot of times people forget that human beings are out there performing and so I think that's how we've gotten into Moneyball 2.0, looking at development and certainly mental health in focus and game preparation have come into play more and you're seeing some managers. I mean, Mickey Callaway just came out and said 80% my, you know, Susan's go against the data, which which I thought was a little bit interesting, but, ah, so there is that fine line right where you have to filter in what's noise and what's actionable. And at the same time, um, you know, allow you know, your managers and your decision makers some flexibility to go with, You know, they're they're in the heat of the battle and they kind of know their guys. And they know the human element that's involved. So it's it's an interesting, you know, trying to balancing act, >> right? So from your from your new job in your new role, what are some of the things you hope to see today? What are some things that you're excited about? Um, you know, from kind of an investor. And having played the game as well. As you know, I'm looking forward to the evolution of sports. Two >> things specifically how the, uh certainly bias the performs on the field in the human element. And certainly everybody wants workout secrets, and I don't feel like it's whether it's athletes or the kind of weekend warrior or people that are, you know, kind of your senior citizens. And I don't think it's a simple as this has worked, and you should do this. It's a very personalized experience now. And I think some of this personalized digital fitness is fascinating to me on and then how it relates to and how your body relates to, you know, your diet and nutrition, your sleep, your recovery. I think all those air fascinating that, uh, advances that I want to look into more. And the second is a CZ, I kind of mentioned is the fan engagement aspect. How do we drive those those fans that digital, >> um, and >> make it actionable and monetize, right? So that you know, you have your fans that are following you know, your Facebook, twitter and all those things. And so how do you not only gauge them, but collect that data and then kind of personalized that experience? Engage your fan in a way that can kind of grow your brand. Yeah, it's interesting to me, >> really interesting to have to have your perspective, and I'm sure will be a great day and you see all kinds of crazy stuff. So thanks for taking a few minutes. >> Yeah, Any time. >> All right. He's Brendan. I'm Jeff. You're watching The Cube were at Oracle Park in San Francisco. Thanks for watching. We'll see you next time.
SUMMARY :
They're on the road. and the guys at 76. And and that's where we're at, Kind of the big categories are, you know that which helps the players play better. And then along with that, you know, we want to feel the product on the you know, talking about high density WiFi and you know the app on your phone and delivered, you know, the game's down here people. So these, you know, guys like Bill, you are trying to leverage that and try to have but now it's kind of gone to this next Gen with, you know, wins over replacement and all these other things. And at the same time, um, you know, allow you know, As you know, I'm looking forward to the evolution of sports. it's athletes or the kind of weekend warrior or people that are, you know, kind of your senior citizens. So that you know, you have your fans that are following really interesting to have to have your perspective, and I'm sure will be a great day and you see all kinds of crazy stuff. We'll see you next time.
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Brendan Harris, SevintySix Capital | Sports Tech Tokyo World Demo Day 2019
(upbeat music) >> Hey welcome back everybody, Jeff Rick here with theCUBE. We're at Oracle Park, recently AT&T Park just renamed, it's a beautiful day. Home of San Francisco Giants, they're on the road, we're here at a pretty interesting event, it's called Sports Tech Tokyo World Demo Day, brought together coalition of about 100 startups. 25 of them are giving demos today on technology as it relates to sports but even more importantly, that can then be used in others beyond sports. We're excited to have an athlete on, not just another tech, crazy guy. He's Brendan Harris, he's an athlete and resident at SeventySix Capital. Brendan, thanks for stopping by. >> Thanks for having me. >> So what is that, I've heard principles and entrepreneur residence\\\, what does a athlete residence do? >> It is essentially a play on the entrepreneuring residence. I was introduced to SeventySix Capital, I finished playing at 15 and I was doing my MBA at Wharton and in Philly, and got introduced to Wayne and the guys at SeventySix and they are kind of putting together an athlete venture group where they're bringing in a lot of athletes that want to be investors and kind of providing them access to deal flow. And then also leveraging their social capitals, so, he was kind of tickled when he coined the term athlete in residence and threw it on my business card and that's where we're at. >> Right so I'm just curious, your perspective as an athlete as you look around at all the technology that's going into sports, right. Kind of the big categories are that which helps the players play better, there's that which helps the people run the teams better, and then there's that which is really kind of part of the fan experience, I mean, you actually had to go down and try to put wood on a ball coming at you 90 plus miles an hour, all this other stuff, do you see it as interesting, is it a distraction, is it entertaining? How do you look at from an athlete's perspective? >> So, yeah, so a lot to impact, so, first of all, I have this equal view of fascination and frustration where a lot of this wasn't around when I was playing, certainly from the field, now we're taking in things like recovery and rest and sleep, but I think players and me personally, are fascinated with how can we improve on field performance and I think baseball's such an imperfect game and you fail so often. Being able to turn things that were previously subjective and apply data and tech to make them objective and give you answers, I think it's fascinating. The ways that we can use data to kind of promote performance and health and all those things are very fascinating. So from a player's point of view, we are all about it but at the same time, I think this is why I've loved to get into sports tech is there's a lot of data that's just noise that's coming in and things and so the tough part is kind of weeding through and what is actionable info and what can actually help improve beyond field performance and then, along with that, we want to feel the product on the field, but also what what the services for the consumer and the fans are and how can we improve that and then engage them because certainly sports are a part of the culture and part of life now and it's fascinating, these fans want to know more and more and more, certainly what's going on and it's been a great journey. >> Right so on the fan experience specifically, we've been here a number of years, Bill Styles' a good friend of mine, and another Wharton grad. And talking about high density WiFi and the app on your phone and food delivered to your seat, I mean as an athlete on the field, do you look at kind of of all these things as a distraction, do you appreciate it's more competitive environment these days in terms of people's attention and kind of that entertainment dollar but I would imagine from the between the lines it looks like, hey, the game's down here people. >> Yeah. (laughing) It's been interesting because one of the problems major league baseball's been trying to address is pace of games right? And if you really look at the data, they're not that much longer. What's different, we're wired differently, right? So our attention spans are shorter and we're constantly addicted to our technology. So these guys like Bill, are trying to leverage that and try to have your food delivered and try to increase the social component, increase the value in the in-venue experience so that you're not only watching the game but you're social enjoying it at the same time and kind of filling those gaps. A lot of it is, yes, and I think, there has been balls flying into the stands since baseball's been playing but the need to put the netting up has come a lot of times because nobody's watching. Some people aren't, not nobody, but a lot of people aren't watching the games are getting hit with a lot of these foul balls. So there's that component, where there's some unbelievable things are going off on the sides but it's baseball still going to be kind of very similar within the confines of lines. >> The other piece that I find really interesting on the data side right, is there's so much data, right? There's data, data, data. Obviously baseball's built on data and arguments about data and conversations about data. But now it's kind of gone to this next gen with wins over replacement and all these other things, but sometimes it's funny to me. It feels like they're forgetting the object of the game is to win the game and it feels like sometimes the metadata has now become more important than the data. Did you win or lose and it's not necessarily being used as a predictor for future performance but it's almost like a stand alone game in and of itself. We forget the object is to win the game and win a championship, not to have the highest award number. Do you sense that frustration, does that sound like something you see-- >> Yeah, I think what you're getting into a lot of times is how are we making decisions, right and in the game a lot of times people forget that human beings are out there performing and so I think that's how we've gotten into Moneyball 2.0 when looking at development. Certainly mental health in focus and game preparation have come into play more and you're seeing some managers, Mickey Callaway just came out said 80% of my distances go against the data which I thought was a little bit interesting but so there is that fine line where you have to filter in what's noise and what's actionable and at the same time, allow your managers and your decision makers some flexibility to go with they're there in the heat of the battle and they kind of of know their guys and they know the human element that's involved. It's an interesting balancing act. >> Right so from your new job and your new role, what are some of the things you hope to see today, what are somethings that you're excited about from an investor and in having played the game as well as looking forward to the evolution of sports? >> Two things, specifically how the, I'm certainly biased to the performance on the field, and the human element and certainly, everybody wants workout secrets and I don't feel like it's, whether it's athletes or the kind of weekend warrior or people that are senior citizens. I don't think it's as simple as, this is work and you should do this, it's a very personalized experience now and I think some of this personalized digital fitness is fascinating to me and then how it relates to and how your body relates to your diet, your nutrition, your sleep, your recovery, I think all those are fascinating that advances that I want to look into more. And then second is, as I kind of mentioned, is the fan engagement aspect and how do we drive those fans, that digital, and make it actionable and monetized, right. So that you have your fans that are following your Facebook, your Twitter, and all those things and so how do you, not only engage them but collect that data and then kind of personalize that experience, engage your fan in a way that can kind of grow your brand. It will be interesting to me. >> Really interesting to have your perspective and I'm sure it will be a great day and you'll see all kind of crazy stuff. So thanks for taking a few minutes. >> Yeah, anytime, thanks for having me. >> All right, he's Brendan, I'm Jeff, you're watching theCUBE. We are at Oracle Park in San Francisco, thanks for watching, we'll see you next time. (upbeat music)
SUMMARY :
as it relates to sports but even more importantly, and kind of providing them access to deal flow. and try to put wood on a ball coming at you and so the tough part is kind of weeding through and what and the app on your phone and food delivered and try to have your food delivered We forget the object is to win the game and at the same time, allow your managers and the human element and certainly, and I'm sure it will be a great day thanks for watching, we'll see you next time.
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Tony Cuevas, Liberty Technology | DevNet Create 2019
>> live from Mountain View, California. It's the queue covering definite create twenty nineteen. Brought to you by Cisco. >> Welcome back to the cave. Lisa Martin with John Barrier on our first day of two days of coverage of Cisco Definite Create twenty nineteen at the Computer History Museum in Mountain View, California. John Eyre. Please welcome to iniquitous and directors solutions, architecture and Devil Box from Liberty Technology. Tony, Welcome. >> How are you? >> Good, thanks for Thanks for having us tell our audience a little bit about liberty technology before we get into the community. What you doing your breakout session? >> Not a problem. The re technology is a company. Where? MSP company down in Griffin, Georgia. And so we handle a lot of a lot of clients are either public sector cities, all different types of all the different verticals. So well. And so do you have a client? A customer out there that needs needs an extra arm into it. We're there for them. >> So your basement of Georgia, Which means that how warm it is in here today Outside should be nothing for you right >> now. Tell me about >> well outside >> now, since there is no humanity I like it back home in few minutes, >> Californians were babies. >> Yeah, Joni, Public Sector. We've done a lot of interviews of public sector folks with their towns and cities, air, ground rules, municipalities, cities, their I t light. And then they don't have the Dev ops expertise, but clouds a perfect fit for them. But they have a lot of certain characters. Whether it's email is very ephemeral. People come and go, So getting people collaborating in these distinct user groups that have different roles and responsibilities is a challenge. How are you guys solving that? Because there's something I know you guys have worked on. There's a challenge that's only Republicans for enterprises do. How do you bring people that are distinct user populations that have an application or roll or use case into a collaborative, horizontally scaleable >> system? We show Be honest way. Go in there and we go in there and we discover as to what they're doing now, what are their pain points? What do they want? Change where they want to go and then we show them the collaboration started. We shone like what makes team's way? Show him all of the, uh, meetings room devices, things like that. And then not just on the collaboration side, but also if there helping with three, six, five their security than Rocky. That's how we bring. That's how we bring collaboration intothe public >> about the Cisco dynamic we've been covering definite create since it started. Definite. Now it's just go live couple years, seeing kind of a new vibe and new mojo going on with that within the Cisco ecosystem of actually coding stuff up, whether it's slinging AP eyes together or creating new ones. New capabilities. How is it changed the delivery in performance of the customers? Because this is not just your old school Cisco networking company. Yeah, they got APS. Things are connected. Date is moving from Point A to point B. All right, but he's kind of integration challenges. Kind of seamless program ability is the core theme here. What's your reaction? Thoughts on all this? >> No. >> Well, first off, this is my first definite create. I've been to other Siskel lives have not been too. Don't think great yet so so far, I'm enjoying this a lot. It's I like the tight niche, the community style of this of this event I'm sorry. Go back, >> Tio. Go live a little creations that are going on here. Very community already. Kind of be open source projects. Yeah, people talking to each other, a lot of hallway conversations. But it's a kind of a new kind of collaborative model that customers are now getting exposed to write. This is something >> new. I mean, it is. It's new, and I'm finding a lot times where a lot of customers and clients they've heard about it, but they don't know yet. So it's our job to actually get them to adopt to it and and also adapt to it as well. So it's almost like how we have our own like community here. For definite. It's almost how can we take that structure and show it to our clients >> and translation involved Kind of kind of taper down the excitement, maybe, or keeping up questions for you people watching that aren't here. A definite what's that? What's the vibe here? Like, what's some of the cools? Things you've seen and heard are something Well, the keynote was >> great either. Was amazing Kino how they actually showed how, especially with the Iraqi had when Mandy went while I was out there talking about from the small campus to the festival and to an actual >> there's a radio >> that was a great use of incredible, especially with like big Stadium and how John McDonough came out and showed about how there was a fight on the field with you. Yet no one saw it, but yet then, when they went through the actual demonstrate, the actual video were like, Oh, yeah, this's amazing how it's almost like it was like the minority report way. You're already >> exactly Dan. Yes, the data out there, >> all that data and they just machine learning A I just watching people, seeing what they're doing, kind of almost like predicting what they're going to do >> and every little bit, actually, a little bit. I agree with you. I thought they did a great job with that, Especially coming off the heels of Coachella and showing how they can enable Cisco enable developers for social folks to set up secure networks of different sizes and also be able to use in real time machine learning a eye to evaluate what's going on the offensive. And that was a very cool, real world example of what they showed. Leveraging machine learning, identifying. There's there's an issue here. There's an altercation. They surprised at a sports event, right? And deploying those. It has a lot security, many sports events, though I thought it was all that the security was just casually walking up to fight. That's another thing >> that you would slow >> down. But you don't know what >> you're right. >> And it is so many more etiquette rules now at events, whether it's, you know, hate crimes or just, you know, just violent language fights. Also, everyone sees those that write that events. But this actual now, surveillance tech out there. You know, you could tell the guys that how many beers he's had kicks in, You know, >> we're gonna have something where they can actually check out someone like Heat signature. They can't tell how >> much he's going to explode. Is the Red Sox going to blow the lead again? A. Having a good year? Well, you know, they wanted last year Yankee fans, so you would be off the charts now. Philly fans, a whole other story. I don't. Okay. My digress. You've >> got a breakout session. Sorry, John. A lightning session that's tomorrow Any time tomorrow. Tell us the title and what you're going to be talking about. >> Keisha, my title is orchestrate forty five percent. So >> we'LL just read the forty five percent correct Alright, Digging >> again tonight a little >> bit. I have a sly where we was actually Suzy. We actually did a presentation awhile back where she put up a slider, says where she talked about how fifty five percent of partners are creating APS and developing their own naps. So, way of liberty we saw that we were like, OK, what about the other forty five percent? So that's where that the idea came out too. Okay, let's I'll do a talk about how we orchestrate forty, forty five, forty five percent. So entails What I'm doing with that is that we actually have a platform called Consulate. Where there were that platform has the ability to integrate with multiple business processes. So we're connecting. We're integrating with connect allies with Iraqi doing eight about and so that I have it where that there'll be a trigger or Web hook from one my rocky cameras like emotion which will trigger which will create a ticket and connect allies so they can help out some help tasks service desk and then that which will also they get thrown into teams and click on the ticket and then also run commands and grab a snapshot from the camera. The right of the team's six teams >> fell by the Iraqi for a minute because we get a lot of hearing a lot of buzz about Muraki. It's not just wireless. It's not just what you might think it is, it seems to be connected tissue you meant. There's a great demo that added to she's showing around. They are with looking at network configuration. We're obviously to be connecting all of this together. What's your view on this? What's that? >> I for one, I love muraki. I run Rocky at home, so five the viol. Although the wireless is switching cameras and just that, it's it's one. Really. They have, like their own room platform that connects has all their devices connecting into the dashboard, and you could do so much with it that they're actually they're open up Now. The eyes, the web hooks this so much things that you can actually integrate with it. It's it's great, and it's the analytics that you get from it. >> And this is what you're talking about really about bringing these teams together through Webb Hooks for AP, eyes in through Morocco, the connected to direct and then allow the APS to be valuable, cross different groups >> very valuable, but then so that then you don't have it on. Engineer doesn't have have to touch different applications or devices. They get it all from one and from that one application, click and go to where you need to get got. >> So we're only on halfway through Day one of your first up that crate. But it sounds like you've already been exposed to so many things that I could see the wheels turning us without anticipating that you're going to be able to bring back to liberty. And that will really help drive. What you guys doing driving forward toward that customer engagement only, eh? Educate >> well, since it is, you know, it's like half day already on day one. There's still so much to see here. There's so much to see about Coyote. There's a bunch of workshops here about form Iraqi and the AP ice, which I want to join in and see what I can take out of that and bring it back. Um, you know, there's a bunch of stuff get on. So I want to gather all that and just be a sponge and then bring it back to liberty and say, Hey, this is what we can do. How can they fit into our business model? >> Awesome. Well, Tony, thank you so much for stopping by and talking with Jonah me on the program this afternoon. We appreciate it. Best of luck in your lightning session tomorrow as well. >> Thank you so much >> for John Ferrier. I'm Lisa Martin. You're watching us on the Cube. Live from Cisco. Definite great. Twenty nineteen. Thanks for watching. >> No.
SUMMARY :
Brought to you by Cisco. Welcome back to the cave. What you doing your breakout session? And so do you have a client? now. How are you guys solving and we discover as to what they're doing now, what are their pain points? How is it changed the It's I like the tight niche, But it's a kind of a new kind of collaborative model that customers are now getting exposed So it's our job to actually get them to adopt to it and and also adapt to for you people watching that aren't here. the festival and to an actual that was a great use of incredible, especially with like big Stadium and how in real time machine learning a eye to evaluate what's going on the offensive. But you don't know what And it is so many more etiquette rules now at events, whether it's, you know, hate crimes or just, we're gonna have something where they can actually check out someone like Heat signature. Is the Red Sox going to blow the lead again? Tell us the title and what you're going to be talking about. So to integrate with multiple business processes. It's not just what you might think it is, it seems to be connected tissue It's it's great, and it's the analytics that you get from it. click and go to where you need to get got. What you guys doing driving forward toward that customer engagement only, eh? There's so much to see about Coyote. Best of luck in your lightning session tomorrow as well. Thanks for watching.
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Abby Kearns, Cloud Foundry Foundation & Blair Hanley Frank, ISG | CUBEConversation, March 2019
(jazzy music) >> From our studios in the heart of Silicone Valley Palo Alto, California. This is a CUBE Conversation. >> Hello everyone, welcome to this special CUBE Conversation. I'm John Furrier with my cohost Abby Kearns, the Executive Director of The Cloud Foundry Foundation, my cohost. With Blair Hanley Frank, Principal Analyst at ISG Insights. Blair, great to see you, former journalist at Venturebeat. >> Great to see you again. >> Great to have you on theCUBE finally. Yes, likewise. It's good to be here. >> Thanks for coming on. So, I'd love to start to find out what you're working on. You've been covering the tech sector as a journalist now, as an analyst. You've always done good work, I always admired what you've done. I'm sure you're digging into some really good stuff. What are you researching? What are some of the things you're finding around cloud? What the, what's the data tell us? >> Yeah, awesome. So we have a forthcoming cloud study where we talked to 300 enterprise IT decision makers and we asked them what they're doing today what they're looking to do in the future and how they're doing it. And we're taking all of that information and we're putting that together with the information that we have from ISG's advisor and practitioner community. And building an understanding of where the market is and where it should be. And that's what we have going on today. One of the things that we think is really important, is when we look and the data and we look what's going on in the market, what we find really important is that enterprises today are starting to move to the cloud. They have some workloads in SaaS. They have some workloads in a public cloud, IaaS or PaaS. And then they have a lot of stuff that's still on premises. And that exists in a wide variety of workloads. Whether that's on bare metal, whether that's virtualized whether that's some sort of cloud native or containerized application that's still running on prem all the way up until the cloud and what we see is that those different modes of operation are actually going to continue to exist throughout the enterprise. Even as we see more workloads shift into the public cloud. Enterprises aren't realistically going to be able to retire all of their on premises investments for the foreseeable future. >> Nor should they. >> Right And so what they-- >> Amazon confirmed that with Outposts. You saw Azure Stack, I mean that's total. I mean, first the VMware deal, the RDS on premises, and then you've got the Outpost which still hasn't, we haven't heard anything about that. That's validation, Amazon essentially saying, "I'm going to put cloud on premise." >> Yeah. >> Cloud Operations. So certainly that's validated. The question I want to ask you and Abby, get your thoughts too if you want to chime in over the top. But I've always been critical of the cloud market share game, right? Like, I've always been vocal on theCUBE. Because it's always been infrastructure service, platform service and then SAS is the application. Now Amazon has some SAS but most of their SAS is their customers. Google's got G Suite, they've got their own SAS. Microsoft's got Office 365. So when you start bundling SAS revenues into cloud market share and revenue projections. You start to see, you know, sandbagging of the numbers. I mean you can talk to sales forces today in a work day, they have clouds. So what's a cloud? What is cloud technologies? And, you know, Azure as that develops all the sudden has this massive market share. And it didn't really exist a few years ago. Where'd that come from? Is that just a shift of some sandbagging on the revenue side? Or is that actually real cloud? Or is it, so this is the game that the customer has to squint through. Now we in the industry know that okay, a little bit of Office 365. Okay, is that really cloud? >> Yeah, I mean, when you think about financials with cloud vendors. Everybody is playing a slightly different shell game. And generally speaking, you're not really going to get real numbers from anybody. Except possibly Amazon. And the reason why Amazon is able to do that is because the financial results for AWS look great. But everybody else is going to be masking. >> But they don't have a lot of SaaS though. The think about there, their SaaS number is their customer base. So I mean-- >> Yeah, but I would argue cloud is nothing but infrastructure with a SaaS on top of it. I mean, we talk about cloud as if there's some magic kind of thing happening over here. But it's basically a different kind of data center with a different kind of SaaS on top of it. And I think if I'm, if it's me reporting my numbers out. Well, I'm going to make them look as good as I possibly can. >> CUBE Cloud is coming out with great numbers. (laughing) >> I mean, look. You're going to make it look as great as you can. I mean, infrastructure is infrastructure is infrastructure. But now like, when you talk about SAS on top of that. Well, what's cloud? What's not? And it's super, it's a very fungible definition. >> Alright, I'm not disagreeing on that point. I see how that makes sense. The question for people who are making quote, "decisions" on the buyers side. They tend to think of things like "cloud supplier"? Is that really a word? Like what does that mean? So if you're going to say cloud's part of a workload is that actually even relevant. A "cloud supplier", I mean, I guess they're supplying cloud to you. But, so when you start to get into the vendors versus the buyers and the consuming of the technology. We get in that old school game of trying to put things into like market share, revenue. I mean, I see Amazon just kicking ass ten ways from Sunday. And I think Azure's certainly doing some good things there. Google, we're going to see what's going on with Google. They've got great direction. But, it's like apples, oranges and pears. Right, like are they all the same or different? And then throw Salesforce in there. This is where it muddies the water. >> And Alibaba. >> Alibaba! So, I mean, so it's hard to like figure this out. So I'd love to get your thoughts on how you guys see that in the studies. Are customers confused? Do they have some visibility into what they want to do? What's out there in the data on this point. >> So, what I will say directionally speaking, SaaS is where the market is going. So when we asked our survey respondents for where are there applications today and where did they want to go? 90% of those people we surveyed, 90% of the 300 people we surveyed around the world said in 2019 we are primarily in a hybrid mode. Where our applications are on premises and in a public cloud. 5% of them said, the majority of our applications are in SaaS. Now when you look at 2021, 37% say that they expect to be in a hybrid mode. 61% expect that they are going to be majority SaaS for their workloads, in two years. >> So they're in build up mode, they're in shifting mode. >> They're shifting, and they're not just, they're planning to shift to SaaS. They're planning to, they want to get out of the business of running applications. And put some of that burden onto providers to say, "Okay, it's your job to run the application. We'll provide the data. We'll build our business processes but we don't want our job to be running those apps." And what we see is that when you look at total cost of ownership, our respondents found SaaS to be far more predictable in terms of TCO than IaaS and PaaS. And again, for those people who are are really paying attention. If you think about it, that doesn't. Like, that's not a surprise. But on the other hand, that's like, I think that's part of where the driver comes from. Is that when you're consuming a SaaS product, it's very understandable. It's very consumable. When you think about running application in an Iaas, PaaS environment. Maybe not so much. It's going to be, you're more in charge of that application. So-- >> And SaaS has got immediate gratification. >> Exactly. >> I mean, you see the benefits. >> Easy to consume. >> Is there revenue there, is it doing its objective? Why is the IAZ fuzzy? Just because it's a classic back office kind of mindset? Or is it more of maturity? It seems mature to me, I mean, I don't I think IAZ has been more mature than ever before right now. Now we kind of-- >> I think its been around awhile, I mean I'd love to hear your answer. I think it's, there's just, I feel it's a relic of the past. Whereas, it's not something we spend much time thinking about. Like, there's that old joke. You know, "Great job keeping the servers up" said no CEO ever. Right? (laughing) >> That's a good point. But now apart from the servers you've got SageMaker, you've seen what Amazon's moving with the Stack with SageMaker. Machine learning, all of this kind of SASification kind of platform creeping up to the top of the stack. It seems to be what everyone talks about. I'm sure Google next will hear all about AI and how Iot Edge or some focus around that piece. So, again I agree. It's the commoditization is just another distraction layer on top of it. >> Yeah. >> Sure. >> We've seen that movie before. >> We're moving up the stack, we're just moving up the stack at a faster pace than we have in the last two decades. >> So bottom line, Blair. What's the survey, what's the net net telling us? What's coming out of it? >> So the net net here is really that enterprises need to have a strategy and an operating model in place for the long haul. When they think about their cloud strategy overall, this is something where they're not going to be able to snap their fingers and get to cloud-native nirvana overnight. Because that requires technical change, it requires culture change, it requires process change. There's a lot of very heavy lifting that takes place and not all of the applications that exist in an enterprise today really need that heavy lift. And so when you think about what the future holds for enterprises. They really need to build a model for how they are going to make that transition as smooth as possible. Take advantage of the new capabilities that are entering the market as quickly as possible to help advance their business. While at the same time having the opportunity to work across all of those different modes of operation and do so with high reliability, high customer satisfaction, high performance. All of the things that you need to succeed as a business in 2019. >> So I totally agree. This is a heavy lift to go kill the old and bring in the new. And one of the things that I've seen as a trend, and I'd love to get your guys' thoughts on this, as a reaction. Because I've seen the Kubernetes trend really let a lot of air out of that tension. Because it allows people to get in with containers to get in around some workloads and bring kind of baby steps into transitioning stuff. And I've seen people saying, "You know what. I like the idea of going cloud but I got this app that I really don't want to shut it down and have to rebuild it. But I could put some containers around things, run it on some Vms, use Kubernetes to orchestrate it." So I think this has been, I'm not sure if it's actually been deployed in massive production. But I've heard people say that. Is that hype or is that reality? Is it becoming a crutch, is it a short term transitional? >> I got to drag out my soap box for this 'cause I have a soap box for this. >> Okay, let's go. >> I'm not a big believer in lift and shift. I think there are times where it may be opportunistic. When you're like end of life-ing hardware or something like that. But I'm not a big believer that a cloud is a goal. Because cloud should not be your goal. If I'm a business, my goal should not be cloud. My goal should be, how do I write more applications more quickly? And maybe, how do I use infrastructure in better and more efficient ways? But cloud is not my goal. If that's my goal, then I'm going to be really sad at the end of the day. Because that hasn't made my business better. So I think, I feel like we've all over rotated-- >> You're saying it's not the outcome. The outcome is the app that benefits from doing that. >> The outcome, if you're a bank and you tell me your goal is to be on the cloud. Well, then I'm like, you've got the wrong goal. Your goal should be, how am I writing more applications and getting them out into the hands of my customer and changing my business faster? If the cloud gets me to that, great! But that may not be the answer for all of your workloads and you need to really think about that before you say "my goal is cloud". My goal is to write more applications faster. Period. And if that's on the cloud or if that's on prim or if that's on bare metal, what have you. But I need to really think about what my outcome is. And I feel like we've really focused on the cloud as the solution and that's not the solution. And if you're check boxing, you know, I'm done for the year because I moved a bunch of stuff to the cloud. Well you're, the works not done. The work is the culture part and the team part and really figuring out the applications I need to create And how do I iterate on those applications? The cloud is just, it's a bi product of that. >> It should be enabling the outcome they want. >> Right. >> That's a great soap box. Your thoughts on the overall lift and shift soap box rant by my cohost Abby here? >> Yeah, I think that the, the big opportunity is to do what's right for the business. That's ultimately what should be driving any sort of transformation. I had a conversation with a start up once. They were very focused on taking their monolithic application and going to microservices. And they were like, "we're going to go to microservices. That's what we want to do because that's the future. That's what a modern application looks like." And they started decomposing their application what I would call radically decomposing their application. Getting down to the atomic, you know, moment of how small can we make every single piece of this application. What they figured out was that it was a massive headache. And so they actually then, took it and sort of re-composed the application into not microservices but what they called mega-services. Where they-- >> And then they ended up writing a book and being famous and doing a speaking tour. But they didn't achieve the objective. >> And so, and that's exactly it. That they all of the sudden created this host of technical problems by pursuing an ideal that wasn't-- >> And this is the danger, the dogma. Danger of having the dogma of a certain trend. I remember during the big data days when we were covering the Duke movement around 2010, 2011, 2012. I would hear this all the time in side cloud era. "Man, I just set up an 18 note cluster. I'm so pumped!" Well, what are you doing with it? "Well, I just collect data." I'm like well, I get it, I get. And then what happened was, that was their end game. We see a lot of that with clouds, your point where, it's not about, it's what you're using it for. And then they had to make up the term data lake after that. So again, they just kept adding on more but they actually missed the entire boat because it was about making data addressable for apps. >> It used to make things useful. >> So this is the danger of the tech world. >> And making it useful. Yeah, I feel like we follow the shiny penny. As opposed to saying, "Actually is that actually even relevant for me?" You know, when Docker came out in 2014 and every conversation started with, that was the answer for everything. Whatever you wanted. Do you want toast for lunch? Docker? And I feel like that was the answer for everything. And I feel like, why? Like, one, why do you care about a container? And two, like why? >> Containers were pretty cool though. >> Sure, they're cool. But containers have been around since 1969. >> Summer of love. The containers, ya know? >> It was, but I feel like, ya know everyone's like "that's my answer" and you're like "Well, what's the question you're asking?" And I feel like we continue, we went from Docker to the next thing and the next thing and the next thing. And I feel like we're not pausing to say "actually what are we hoping to gain?" You're point. >> So Kubernetes, what do you think is Kubernetes a shiny penny or shiny new toy? Or does that have any relevance in your mind in your soap box? Where does Kubernetes fit into your, your view. >> I mean I think Kubernetes is an amazing technology that has done a lot for the way think about scheduling and container orchestration. But it is also become victim of the shiny penny and that everyone is like "Kubernetes!" And you know, two years ago everyone is like "Kubernetes!" It's like how many people were using it two years ago? Not that many. And so I think about it in this like, and I often ask, "Why do you care so much about a container orchestrator?" >> FTO sold almost 650 million or whatever the number. >> 515, I know the Vmware. >> Is it 515 was the number? >> 515. >> That's half a billion dollars. That's Kubernetes' ca ching. >> I lived my two years, my last two years wrong. That's what I did. (laughing) But that's a different story about all of my mistakes. >> You could have been the Kubernetes foundation. >> But I think-- >> CNCF is doing pretty well, I mean, that community is rallying. It feels like an Amazon alternative. They feel cloud, it's very cloud native. So I think Kubernetes has been a good rallying cry, for sure. >> It is but I think you're also, you know, what you see even in CNCF which has so many amazing technologies. I do not want to take away from that but you also see the shiny penny effect happening within that community. You know, when I went to CUBECON in December you know, what was the hot topic? It wasn't Kubernetes it was Istio. You heard Istio everywhere. And I've never seen this many people so excited about service mesh in my life. I'm like "Great! This is awesome!" >> We love it on theCUBE, it's great content. Service mesh is great. Who wouldn't want policy staple applications? Come on! >> Well, ultimately the like-- >> Hold on. (inhaling) >> Exactly >> Have some of that staple, I'm saying. Fantasyland. >> I'm excited about it. >> No, stakes hard. >> Well, and this is what I end up telling clients is you want to adopt the parts of the stack that are necessary for you to solve the problems that you have. Right? If you are in the position where you need a service mesh, you know because you are having problems that only a service mesh can solve. And if you aren't in that position then you get to be like the 60% of respondents in our survey who said that they are currently experimenting with a service mesh. Or, the 33% who say that they plan to use it in the future. >> 60% are experimenting with it? >> Yeah, well, probably-- >> That numbers way high. >> Well, it's probably somebody has it running on some VM somewhere. >> It seems really high. >> Well if you look at the success at CUBECON one of the things that, Envoy is a great example, and you talk about some of the challenges-- >> Envoys great. >> The challenges that enterprises have. If you look at the success of all the open source projects, the ones that have been super successful. It's the folks that had to build it for themselves. Envoy had a lift. And I think this is a challenge that I see. I haven't really figured it out in the enterprise yet, how that's going to play out. It generally seems to be that the enterprises don't necessarily want to be like them. But they want the same kind of control. "I want to roll out my own cloud." But they don't want to have an open stack problem. Meaning, they don't want to have something that's not supported. So you have this kind of new changeover vibe going. I really haven't put my finger on it but it's, it has that same vibe. >> Well, enterprises are more in control. And what we've seen in our research is that enterprises actually feel comfortable now. They no longer feel like they're in the fog of war like "I don't know what's goin on!" They're more like "Oh, we actually understand and we're on it." And they're being more thoughtful about the technologies that they use. And they are experimenting more. And they're feeling really confident. But you know, my caution is always, use the technology when it makes sense, as it makes sense. But at the end of the day as a business owner, your fundamental question is, does this serve my outcomes? Does this serve my business outcomes? And if the answer is, I don't know. Then really think about what you're investing in in terms of technology. I mean, I love all of these technologies. But I'm never going to recommend all of them if that's not actually going to be in your best interest. >> That's great stuff. Well, thanks for coming on Blair. Appreciate it. You going to be at Google next? Cloud Foundry in Philly? In April, first week of April? >> Unfortunately, I won't make it to the Cloud Foundry Summit. >> Google Next, next month? >> Sure will. >> Alright, We'll see you there. >> Abby, thanks for co hosting this segment with me. >> Any time, John. >> Sharing the data here with my cohost Abby and John here. Co hosting the first ever CUBE, What we'd call it? Cloud? >> Cloud CUBE. >> Cloud CUBE. >> Rebrand. >> TheCUBE, thanks for watching. (jazzy music)
SUMMARY :
From our studios in the heart Blair, great to see you, former journalist at Venturebeat. Great to have you on theCUBE finally. So, I'd love to start to find out what you're working on. One of the things that we think is really important, I mean, first the VMware deal, the RDS on premises, that the customer has to squint through. But everybody else is going to be masking. But they don't have a lot of SaaS though. And I think if I'm, if it's me reporting my numbers out. CUBE Cloud is coming out with great numbers. You're going to make it look as great as you can. I mean, I guess they're supplying cloud to you. So I'd love to get your thoughts on how you guys see 37% say that they expect to be in a hybrid mode. And put some of that burden onto providers to say, Why is the IAZ fuzzy? I feel it's a relic of the past. It seems to be what everyone talks about. than we have in the last two decades. What's the survey, what's the net net telling us? All of the things that you need I like the idea of going cloud I got to drag out my soap box for this then I'm going to be really sad at the end of the day. The outcome is the app that benefits from doing that. and really figuring out the applications I need to create That's a great soap box. Getting down to the atomic, you know, moment of how small And then they ended up writing a book And so, and that's exactly it. And then they had to make up the term data lake after that. And I feel like that was the answer for everything. But containers have been around since 1969. Summer of love. And I feel like we continue, So Kubernetes, what do you think And you know, two years ago everyone is like "Kubernetes!" That's half a billion dollars. I lived my two years, my last two years wrong. that community is rallying. what you see even in CNCF We love it on theCUBE, it's great content. Hold on. Have some of that staple, I'm saying. to solve the problems that you have. Well, it's probably somebody has it It's the folks that had to build it for themselves. And if the answer is, I don't know. You going to be at Google next? to the Cloud Foundry Summit. Sharing the data here with my cohost Abby and John here. TheCUBE, thanks for watching.
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Abby Kearns, Cloud Foundry Foundation | CUBEConversation, March 2019
(funky music) >> From our studios in the heart of Silicon Valley, Palo Alto, California. This is a CUBEConversation. >> Everyone, welcome to this CUBEConversation here in Palo Alto, California. I'm John Furrier, host of theCUBE. Here in theCUBE Studios here with Abby Kearns, Executive Director, Cloud Foundry Foundation, CUBE alumni. Great to see you again. I think this is your eighth time on theCUBE chatting. Always great to get the update. Thanks for spending the time. >> My pleasure, and it's a joy to drive down to your actual studios. >> (laughs) This is where all happens Wednesdays and Thursdays when we're not on the road doing CUBE events. I think we'll have over 120 events this year. We'll certainly see you at a bulk of them. Cloud Foundry, give us the update. Yeah, we took 'em joking before we came on camera. Boy this cloud thing is kind of working out. I mean, I think IBM CEO calls it chapter two. I'm like, we're still in chapter one, two, three? Give us the update Cloud Foundry, obviously open-source. Things are rocking. Give us the update. >> I do feel like we're moving into chapter two. Chapter one was a really long chapter. (laughs) It spanned about 10 years. But I do think we're starting to see actual growth and actual usage. And I think a lot of people are like, no, there's actually been usage for a while. Me, no no no not on a real scale. And we haven't seen any of the workloads for organizations running at massive scale. At the scale that we know that they can run at. But we're starting to see interesting scale. Like 40, 50 thousand applications, you know. Billions of transactions now passing through. A lot of cloud native technology. So we're starting to see real interesting volume. And so that's going to actually dictate how the next five years unfold because scale is going to dictate how the technologies unfold, how they're used. And they're going to feed into this virtuous cycle of how the technologies unfold, and how they're going to be used, which feedback into how enterprises are using them, and you know, and the cycle continues. >> Give us the update on the foundation. What's going on with the foundation, status, momentum, clouds out there. Obviously open-source continues to drive however we saw a lot of acquisitions and fundings around people who are using open-source to build a business around that. >> I love that. >> Your favorite conversation. But, I mean you know the technical challenges with open-source allow for technical challenges but also the people side is they're learning. What's the update with the foundation? >> Well open-source is really tricky, and I think there is a lot of people that are really enthusiastic as it is a because model. I mean last year 2018 was a pretty substantial year for open-source. The year ended with Red Hat's acquisition by IBM. One of their biggest acquisitions, $34 billion. But we saw in December alone, we also saw Heptio get picked up by VMware which is a services company which is really based on Kubernetes on an open-source technology. But we also saw HashiCorp get another round of funding. And then earlier in the year, Pivotal IPO'd. And so if you look at 2018 at a bigger level, you saw a lot of momentum around open-source and how it's actually being commercialized. Now you and I were talking a little bit prior and I'm a big believer that open-source has the potential and is going to change fundamentally how technology is used and consumed. But at the end of the day for the commercial aspects of it you still have to have a business around that. And I think there's always going to be that fine line. And that line is actually always be going to be moving because how you provide value in, around, and on top of open-source, has to evolve with both the market and your customer needs. >> Yeah and where you are on that wave, whatever wave that is, is it an early wave or is it more mature so the metrization certainly matters? >> Sure. >> You could be early on setting the table or if it's growing when there's some complexity. So it kind of depends, it's always that depends is it the cloud air or is it the Red Hat? There's different approaches and people kind of get confused on that and your answer to that is just pick one that works for, that's a good business model. Don't get hung up on kind of the playbook if you will, is that kind of what you're saying? >> Well I think we're seeing this play out this week with AWS's Elastic announcement, right? And there's been a lot of conversation around how do we think about open-source. Who has access to it? Who has the right to commercialize it? What does commercialization look like? And I think, I've always cautioned people that are proceeding down the path to open-source is really be thoughtful about why you're doing open-source. Like what is your, what are you hoping to achieve? There's a lot of potential that comes with open sourcing your technology. You gain ecosystem, community, momentum. There's a lot of positives that come with that but there's also a lot of work that comes with that too. Managing your community. Managing a much more varied share of stakeholders and people that are going to have thoughts and opinions around how that technology unfolds. And then of course it's because it's open-sources there's more opportunity for people to use that and build their own ideas and their own solutions on top of that. And potentially their own commercial products. And so really figuring out that fine line and what works best for your business. What works best for the technology. And then what your hopes are at the end of the day with that. >> And what are some of the momentums or points for the Foundation, with Cloud Foundry, obviously seeing Pivotal went public, you mentioned that VMWare, I talk to Michael Dell all the time, the numbers are great coming from that operation. Pat Kelson near the Amazon deal think that clear and where VMWare was. But still you have a lot more cloud, multi-cloud conversations happening than ever before. >> Well, for sure I mean at Cloud Foundry, we've actually been talking about multicloud since 2016. We saw that trend coming based on user behavior. And now you've seen everyone is multicloud, even the public clouds are multicloud. >> I think you had the first study out on that, too on multicloud. We did. We were we were firm believers in multicloud. Last year we've actually moved more broadly to multi-platform. Because at the end of the day there isn't one technology that solves all of these problems. Multicloud is you know is pervasive and at the end of the day multicloud means a lot of different things to a lot of people. But for many enterprises what it gives is optionality. You don't want to be locked into a single provider. You don't want to be locked into a single cloud or single solution because you know if I'm an enterprise, I don't know where I'm going to be in five years. Do I want to make a five year or a 10 year or a 20 year commitment to a single infrastructure provider when I don't know what my needs are going to be. So having that optionality and also being able to use the best of what clouds can provide, the best services, the best outcomes. And so for me, I want to have that optionality. So I'm going to look at technologies that give me that portability and then I'm going to use that to allow me to choose the best cloud that I need for right now for my business and maybe again a different one in the future. >> I want to get your thoughts on this. I just doubled down on this conversation because I think there's two things going on that I'm saying we'll get your reaction to. One is I've heard things like pick the right cloud for the right workload and I heard analogies. Hey, if you got an airplane you need to have two engines. You have one engine if it works for that plane, but your whole fleet of planes could be other clouds. So, pick the right cloud for the right workload. Meaning workload is defined spec. >> Yeah. >> I've also heard that the people side of the equation, where people are behaving like they are comfortable with API's tooling is potentially a lock-in, kind of by default. Not a technical lock-in, but people are comfortable with the API's and the tooling. >> Yeah. >> And the workloads need a certain cloud. Then maybe that cloud would be it. That's not saying pick that cloud for the entire company. Right, so certainly that the trend seems to be coming from a lot of people in the news saying hey, this whole sole-cloud, multi-cloud thing argument really isn't about one cloud vs. multiple clouds. It's workload cloud for the use case in the tooling, if it fits and the people are there to do it. Then you can still have other clouds and that's in the multi-cloud architecture. So is that real? What's your thoughts on that? >> Let's dissect that 'cause I think that's actually solving for two different outcomes. Like one multi-cloud for optionality's purpose and workload specific. I think it's a great one. There's a lot of services that are native to certain clouds that maybe you really would like to get greater access to. And so I think you're going to choose the best. You know that's going to drive your workload. Now also factoring in that you know you're going to have a much more mediated access to cloud based on what people are comfortable with. I do think it's at some point as an organization you want to have a better control over that. You know historically over the last decade what we've seen. Shadow IT really dictates your Cloud spend right. You know everyone's got a credit card. I got I've got access to AWS. >> And they got most of that business. Amazon did. >> Yes and that served them quite well. If I am an organization that's trying to digitally transform, I'm also trying to get a better handle on what we're spending, how we're spending it and frankly, now if I have compliance requirements, where's my data? These are going to be important questions for you when you're starting to run production workloads at scale on multiple clouds and so, I predict we're going to see a lot more tension there in internal organizations. Like, hey I'd love for you to use cloud, you know? Where this no longer needs to be a shadow thing, but let's figure out a way to do it that's strategically and intentional versus just random pockets. Choosing to do cloud because of the workflow that they like. >> Well you bring up a good point. The cost thing was never a problem, but then you have sprawl and you realize there's a cost to Optimizer component which means you might be overpaying because as you think about the system aspects, you got networking and you got Cloud management factors. So you start as you get into that Shadow IT expansion. You got to realize, wait a minute, I'm still spending a lot of cash here. >> This adds up really really quickly. I mean, I think the information piece a couple weeks ago where they talked about the Pinterest bill, this stuff, it starts adding up. And for organizations, this is like not just thousands of dollars. It's now hundreds of thousands of dollars. If not you know, tens of millions of dollars. And so, if I'm trying to figure out ways to optimize my business and my scale, I'm going to look at that because that is not an insignificant amount of money. And so if I'm in it, that's money that could be better invested in more developers, better outcomes, a better alignment with my business, then that's where I want to spend my time and money, and so, I'm going to spend more time being really thoughtful about what clouds we're using, what infrastructure we're using, and the tools we're using to allow us to have that optionality. >> So you would agree with the statement if I said, generally, multi-cloud is here, it already exists. >> Yes. >> And that multi-cloud architecture thinking is really the conversation that needs to be had. Not so much cloud selection, per say. It's not a mutually exclusive situation. Meaning, I'm not all in on Amazon. I'm going to have clouds plural? >> Well, yeah you are. Like we have already seen as of early last year over half of our users. Which right now over half the Fortune 500 are multi-cloud already, and that number has gone up since last year I'm for sure. Some workloads were on-prem and some are in a public cloud. Be it GCP, AWS, Azure, or AliCloud. And so that is a statement of fact. And I have every executive that I've talked to with every enterprise has been like, yes, we're doing multi-cloud. >> Yeah, they're going to have some kind of on-prem anyway, So we know that's there. That's not going to go away. >> No, PRIM is not going to go away. >> Then an IOT edge, and an Enterprise Edge, SDWAN comes back into vogue as people start using SAS across network connections. >> Yeah. >> I mean, SDWAN is essentially the internet basically. >> I feel like the older I get the more I'm like, wow, didn't I have this conversation like, 20 years ago? (laughs) >> I was talking about something earlier when I came in. The old becomes the new again. It's what's happening, right? Distributor computing now goes to cloud, you got the Enterprise. What are the big players doing? Google Next is coming up next month, big event. >> It is the week after Cloud Foundry Summit. >> They got Amit Zavery, big news over there they poached from Oracle. So Thomas Kurian brought in his Oracle, who is Cube alumni as well. Really smart guy. Diane is not there. What do you expect from Google Next for the week? What are we going to see there? What's the sentiment? What's the vibe? What do you see happening? >> Well, I think it's going to be all about the Enterprise right. That's why Thomas was brought in. And then I think they really give Google that Enterprise focus and say, how do we end up? As it's not just about I'm going to sell to enterprises. That's not, you know, when you're selling to an enterprise there is a whole different approach and you have to write how to the teams, the sales teams. You have to write how to the ecosystem, the services, the enablement capabilities, the support, the training, the product strategy? All of that takes a very different slant when you're thinking about an enterprise. And so I'm sure, that's going to be front-and-center for everything that they talk about. >> And certainly he's very public about, you know, the position Oracle Cloud, he knows the Enterprise Oracle was the master of enterprise gamesmanship for sure. >> Yes, for sure. You don't get a whole lot more enterprising than Oracle. >> What's going on in the CNCF any news there? What's happening on the landscape? What's the Abby take on the landscape of cloud? >> Well, speaking as someone that does not run CNCF. >> Feel free to elaborate. >> Cloud Native Computing Foundation, for those of you that aren't aren't, you know, aren't familiar is a sister open-source organization that is a clearing house or collective of cloud made of technologies. The anchor project is the very well-known Kubernetes, but it also spans a variety of technologies from everything from LINKerD to SEDA to Envoy, so it's just a variety of cloud-native technologies. And you know they're continuing to grow because obviously cloud-native is becoming you know it's coming into its own time right now. Because we're starting to really think about how to do better with workloads. Particularly workloads that I can run across a cloud. I mean and that seems pretty pedantic but we've been talking about Cloud since 2007. And we were talking about what cloud brings. What did cloud bring, it brings resiliency. You can auto-scale. You can burst into the cloud, remember bursting? Now all the things we talked about in 2007 to 2008 but weren't really reality because the applications that were written weren't necessarily written to do that. >> And that's exactly the point. >> So now we're actually seeing a lot more of these applications written we call them microservices, 12 Factor apps, serverless apps. What have you but it's applications written to run and scale across the cloud. And that is a really defining point because now these technologies are actually relevant because we're starting to see more of these created and run and now run at scale. >> Yeah, I think that's the point. I think you nailed it. The applications are driving everything And I think that's the chapter two narrative. In my opinion, chapter one was, let's get infrastructures code going. And chapter two is apps dictating policy and then you're going to see microservices start to emerge. Kind of new different vibe in terms of like what it means for scale as less of about, hey, I'm doing cloud, I got some stuff in the public cloud. Here the conversation is around apps, the workloads and that's where the business value is. It's not like people who is trying to do transformation. They're not saying hey I stood up a Kubernetes Cluster. They're saying I got to deploy my banking app or I got to do, I got to drive this workload. >> And I have to iterate now. I can't do a banking app and then update it in a year. That's not acceptable anymore. You are constantly having to update. You're constantly having to iterate, and that is not something you can do with a large application. I mean the whole reason we talk a lot about monolithic vs 12 factor or cloud in a box is because it isn't that my monolithics are inherently bad, it's just they're big and they're complex. Which means in order to make any updates it takes time. That's where the year comes in, the 18-months come in. And I think that is no longer acceptable you know. I remember the time and I'm going to date myself here, but I remember the time when you know banks would or any e-commerce site would be down. They'd have what they call the orange page. But the orange page would come up, site down tonight 'cause we're doing maintenance for the weekend, right? >> Under construction. >> Under construction. Okay, well I'll just come back on Monday. That's fine. And now, you're like, if it's down for 5 minutes you're like what is actually happening right now. Why is this not here. >> Yeah like when Facebook went down the other day. I was like, what the hell? Facebook sucks. >> You know, the internet blows up if Instagram is down. Oh my God, my life is over and I think our our expectation now is not only constant availability. So you know always available. But also our expectation is real-time access to data transparency and a visibility into what's actually happening at all times. That I've said something that a lot of organizations are really having to figure out. How to develop the applications to expose that. And that takes time and that takes change. And there's a ton of culture change. it has to happen and that is the more important thing if I'm a business I care more about how do I make that a reality and I should care a lot less about the technologies that you use. >> It's interesting you mention about the monolith versus the decomposed application of being agile. Because if you don't have the culture and the people to do it it's still a monolithic effort in the sense of the holistic thinking and the architectural, it's a systems architecture. You have to look at it like a system and that's not easy either. Once get that done the benefits are multifold in terms of like what you can do. But its it's that systems thinking setup is becoming more of an architectural concept that's super important. >> For sure if I have a microservice app, but it takes a 150 people to get that through change management and get it into production well that will still take me a year. Does it matter if there's maybe 12 lines of code in that application? It doesn't matter and so, you know I spend a lot of time. Even though I run Cloud Foundry, I spend a lot of time talking about culture change. All the writing I do is really around cultural change and what does that look like. Because at the end of the day if you're not willing to make those changes, you're not willing to structure your teams and allow for that collaboration and if you're doing iterative work, feedback loops from your customers. If you're not willing to put those pieces into place there is no technology that's going to make you better. >> I totally agree, so let me ask you a question on that point, great point, by the way. Most followed your you're writing your blog posts in the links, but I think that's the question. When do you know when it's not working? So I've seen companies that are rearranging the deckchairs, if you will, to use an analogy with all the culture rah, rah! And then nothing ever happens right? So they've gone into that paralysis mode. When do you look at a culture? When does the executive, what should they be thinking about because people kind of aspire to do this execution that you said is critical? When do you know it's not working or what should they be doing? What's the best practice? How does someone say hey you know what I really want is to be more holistic in my architecture. I don't want to spend two years on that the architecture and then find out it's now just starting. I want to get an architecture in place. I want to hit the ground running. >> I mean it's twofold, one, start small. I mean you're not going to change you know if you're an 85 year old company with 200,000 people you're not going to change that overnight and you should expect that's going to be an 8 to 10 year process now what that's also going to mean is you're going to have to have a really clear vision and you're going to have to be really committed like this is going to be a hard road but conversely when someone says what does success look like, when you're looking at a variety of companies how do you know which ones which ones you think are going to be the most successful at the end of the day because no one's ever actually done any of this before there's no one that's ever gone through this digital transformation and it should have come out on the other side no one. There isn't and so I think what does success look and I said well for me, what I look for are companies that are investing and re-skilling their workforce. That's what I'm looking for. I get real excited when companies talk about their internal boot camps or their programs to rescale or upscale their teams because it's not like you're going to lay off 20,000 people and hire 20,000 cloud native developers, they don't exist and they're certainly not going to exists for thousands of companies to go and do that so you know how are you investing in re-skilling because-- >> It's easy to grow your own internally from pre-existing positions. >> Well sure, they know your business. >> Rather than go to a job board that has no one available. >> And you know at the end of the day that needs to be your new business model what is digital transformation actually it's just a different way of working and there isn't, there is no destination to the digital trend. This isn't a journey that has an end and so you need to really think about how are you going to invest differently in your people so that they can continuously learn continuously learning needs to be part of your model and your mantra and that needs to be in everything you do from hiring to HR to MBO's to you know how do you how do you structure your teams like how do you make sure that people can constantly learn and evolve because if that's not happening it doesn't you know everything else is going to fall by the wayside >> Is the technology gap easy to fill? Lot of tech out there. Talent gap hard to fill. >> For sure. >> That's the real challenge. >> If you have all the best tech in the world but you don't have the right people or the right structure are you going to be successful, probably not. >> Yeah, that's a challenge. Alright, so final question for you where are you going to be, what's your schedule look like, where can people find you, what events going to be at? You guys have an event coming up? >> April 2nd through 4th in Philly. We're going to have a summit you want to see some people that are actually running cloud at scale that's the place to go >> April 5th? >> 2nd through 4th. First week of April Philly, fingers crossed good weather lots of cloud talk and it's a great way. >> City of Brotherly Love >> Yes, we're bringing it. >> Philadelphia. The Patriots couldn't make it to the playoffs last year but love the Philly fans down there Paul Martino and friends down there. Abby thanks for coming on. Appreciate it-good to see you. Thanks for the update. We'll see you around the events, I won't be able to make your event I'll be taking the week off skiing. >> Well one of us has to. >> First vacation of the year, two years. Thanks for coming in. >> You should do that. >> Abby Kearns here inside theCUBE for CUBEConversation I'm John Furrier, thanks for watching (funky music)
SUMMARY :
in the heart of Silicon Valley, Great to see you again. to drive down to your actual studios. We'll certainly see you at a bulk of them. and how they're going to be used, which feedback Obviously open-source continues to drive But, I mean you know the technical challenges And I think there's always going to be that fine line. is it the cloud air or is it the Red Hat? that are proceeding down the path to open-source I talk to Michael Dell all the time, even the public clouds are multicloud. and at the end of the day multicloud means for the right workload and I heard analogies. I've also heard that the people side of the equation, if it fits and the people are there to do it. Now also factoring in that you know you're going to have And they got most of that business. These are going to be important questions for you but then you have sprawl and you realize and so, I'm going to spend more time being really thoughtful So you would agree with the statement if I said, is really the conversation that needs to be had. And I have every executive that I've talked to That's not going to go away. Then an IOT edge, and an Enterprise Edge, SDWAN Distributor computing now goes to cloud, What do you expect from Google Next for the week? And so I'm sure, that's going to be front-and-center And certainly he's very public about, you know, You don't get a whole lot more enterprising than Oracle. And you know they're continuing to grow because obviously and scale across the cloud. I think you nailed it. I remember the time and I'm going to date myself here, And now, you're like, if it's down for 5 minutes I was like, what the hell? make that a reality and I should care a lot less about the Once get that done the benefits are multifold in terms of that's going to make you better. to do this execution that you said is critical? thousands of companies to go and do that so you know It's easy to grow your own and that needs to be in everything you do from hiring Is the technology gap easy to fill? or the right structure are you going to be successful, where are you going to be, what's your schedule look like, that's the place to go First week of April Philly, fingers crossed good The Patriots couldn't make it to the playoffs Thanks for coming in.
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Paul Martino, Bullpen Capital | CUBEConversation, February 2019
(upbeat music) >> Welcome to this special Cube Conversation. We're here in Palo Alto, California with a special guest. Dialing in remotely Paul Martino, the founder of Bullpen Capital and also the producer of an upcoming film called The Inside Game. It's a story about a true story about an NBA betting scandal. It's really, it's got everything you want to know. It's got sports, it's got gambling, it's got fixing of games. Paul Martino, known for being a serial entrepreneur and then an investor, investing in some great growth companies, and now running his own firm called Bullpen Capital, which bets on high-growth companies and takes them to the next level. Paul, great to see you. Thanks for spending the time. Good to see you again. >> John, always good to see you. Thanks for having me on the show. >> So, you're a unique individual. You're a computer science whiz, investor, entrepreneur, now film producer. This story kind of crosses over your interests. Obviously in Philly, you're kind of like me, kind of a blue collar kind of guy. You know hot starters when you see it. You also were an investor in a lot of the sports, gambling, betting, kind of online games, we've talked about in the past. But now you're crossing over into filming movies. Which is, seems like very cool and obviously we're living in a date of digital media where code is software, code is content, obviously we believe that. What's this movie all about? All the buzz is out there, Inside Game. You get it on sports radio all the time. Give us the scoop. Why Inside Game? What's it about? Give us the 411. >> Yeah, so John, I mean, this is a story that picked me. My producing partner in this is a guy named Michael Pierce who made a bunch of great movies, including The Cooler, one of the best gambling movies, with William H Macy. And he says sometimes the movie picks you and sometimes you pick the movie. And I wasn't sitting around one day going wow I want to be a movie producer, it was just much more that my cousin is the principal in the story. My cousin was the go-between between the gambler and the referee. The three of them were friends ever since they were kids. And when they all got out of jail Tommy called me, Tommy Martino. He said hey Paulie, you're about the only legitimate business guy I know. Could you help me with my life rights? And that's how this started almost six years ago. >> And what progressed next? You sat down, had a couple cocktails, beers, said okay here's how we're going to structure it. Was it more brainstorming and then it kind of went from there? Take us through that progression. >> It was a pure intellectual property exercise, and this is where being a startup guy was helpful. I was like, Tommy, I'll buy your life rights. Maybe we'll get a script written, we'll put it on the shelf, so that if anybody ever wants to make this story they have to go through us. Almost like a blocking patent or a copyright. And he's like okay cool. And so I said I have no delusions of ever making this movie. I actually don't know that, I don't know anybody to make a movie. This is not my skill set. But if anybody ever wants to make the movie, they're going to have to come deal with us. And then the lucky break happens, like anything in a startup. I have this random meeting with a guy named Michael Pierce, who was at a firm called WPS Challenger out of London. And we're down in Hillstone in Santa Monica, and I say to him, I say I've got this script written about this NBA betting scandal, would you do me a favor? He literally laughs in my face. He goes a venture guy from Silicon Valley is going to hand me a script. What a bad, anyway, I was like look dude, I'm a good guy to have owe you a favor so just read this dang thing. About 8 hours later my phone rings, he says who the hell is Andy Callahan? This is the best script I've ever read in my entire life. Let's go make a movie. Andy Callahan was a friend of a friend from high school who wrote the script. He actually once beat Kobe Bryant when he was a center at Haverford when Kobe Bryant played at Lower Merion here in the Philly suburbs. So, it's kind of this local Philly story. I'm a local Philly blue collar guy, we put the pieces together, and I'll be danged and now six years later the film is in the can and you're probably going to see it during the NBA finals this year in June. >> All right, so there's some news out there it's on the cover on ESPN Magazine, the site is now launched. I've been hearing buzz all morning on this in the sports radio world. A lot of buzz, a lot of organic virality around it. Reminds of the Crazy, Rich Asians, which kind of started organically, similar kind of community behind it. This has really got some legs to it. Give us some taste of what's some of the latest organic growth here around the buzz. >> Yeah so, think about this. This happened in, primarily '06 and '07. They were sentenced in 2010 and were in jail in 2011. It is 2019 and the front page story on ESPN is What Tim, Tommy, and Jimmy Battista Did. Those were the three guys, the gambler, the ref, and the go-between. And this is a front page story on ESPN all these years later. So we know this story has tremendous legs. We know this movie has a tremendous built-in audience. And so now it's just our job to leverage all those marketing channels, places we pioneered, like Zynga and FanDuel to get people who care about the story into the theaters. And we're hoping we can really show people how to do a modern way to market a film using those channels we've pioneered at places like FanDuel and Zynga. >> You and I have had many conversations privately and here on the Cube in the past around startups disruption, and it's the same pattern right? No one thinks it's a great idea, you get the rights to it, and you kind of got to find that inflection point, that magical moment which comes through networking and just hard work and hustle. And then you've got everything comes together. And then it comes together. And then it grows. As the world changes, you're seeing digital completely change the game on Hollywood. For instance, Netflix, you've got Prime, you've got Hulu. This is, essentially, a democratization, I'm not saying, well first of all you've made some money so you had some dough to put into it, but here's a script from a friend. You guys put it together. This is now the new startup model going to Hollywood. Talk about that dynamic, what's your vision there? Because this, I think, is an important signal in how digital content, whether it's guys in the Cube doing stuff or Cube Studios, which we'll, we have a vision for. This is something that's real. Talk about the dynamic. How do you see the entrepeneurial vision around how movies are made, how content's made, and then, ultimately, how they're merchandised in the future. >> Right, there's a whole, there's a whole bunch of buckets. There's the intellectual property bucket of the story, the script, etc. Then there's the bucket of getting the movie made. You know, that's the on the set and that's the director and that's post-production, and then there's the marketing. And what was really interesting is even though I'd never made a movie, two of those three buckets I knew a tremendous amount about from my experience as a startup investor. The marketing and the IP side I understood almost completely, even though I'd never made a film. And so all of the disruptive technologies that we learn for doing disruptive things like marketing a new thing called Daily Fantasy Sports, we were able to bring to bear to this film. Now, I had fun on the set and meeting all the actors, etc. But I had no delusion that I knew about the making of the movie part. So I plead ignorance there, but of the three buckets that you need to go make something in the media space 66% of what I knew as a startup guy overlapped and I think this is what the future of the media is. Because guys like me and you, John, we actually know a lot about this because we're startup people as opposed to we have to learn about it in terms of how to market and how to get an audience. I mean, my last company Aggregate Knowledge designs custom audiences for ad targeting. So we know how to find gamblers to go see this movie. That's literally the company I started. And so that's a thing that I'm very, very comfortable with and it's exciting to then work with the producer who did the creative and the director and I say hey guys, I've got this marketing thing under control, I know how to do it, oh by the way, the old Head of Marketing from FanDuel, he's a consultant to the project. Right, so, we got that. >> You got that, and the movie's being made. That's also again, back to entrepreneurship, risk. You got to take risks, right? This is all about risk management at the end of the day and you know, navigating as the lead entrepreneur, getting it done, there's heavy lifting and costs involved in making the movie, >> Right >> How did you, that's like production, right? You got to build a product. That is ultimately the product when it has to get to market. How did that go, what's your thoughts on your first time running a movie like this, from a production standpoint, learnings, observations? >> I learned a tremendous amount. I must admit, I was along for the ride on that piece of the puddle, puzzle. The product development piece of this was all new to me. But then again, I mean think about it, John, I started four companies, a social network, an ad targeting company, a game company, and a security company. I didn't know anything about those four companies when I started them either in terms of what the product needed to do. So learning a new product called make a movie was kind of par for the course, even though I didn't really know anything about it. You know, if you're going to be a startup person you got to have no fear. That's the real attribute you need to have in these kinds of situations. >> So I got to >> And so, witnessed that first-hand and, you know what, now, if I ever make a movie again I kind of know how to make that product. >> Yeah, well looking forward. You've got great instincts as an entrepreneur. I love hanging out with you. I got to ask you a question. I talk to a lot of young people, my son and his friends and I see people coming out of business school, all this stuff. You know, every college has an entrepreneurial program. Music, film, you know, whatever, they all have kind of bolted on entrepreneurship. You're essentially breaking down that kind of dogma of that you have to have a discipline. Anyone can do this, right? So talk about the folks that are out there, trying to be entrepreneurial, whether you're a musician. This is direct to consumer. If you have skills as an entrepreneur it translates. Talk about what it takes to be an entrepreneur, if you're a musician or someone who has, say, content rights or has content story. What do they do? What's your advice? >> We have lived through, perhaps the most awesome period of the last five to 10 years, where it got cheap to do a startup. You know, when we're doing our first startups 20 years ago, it cost 5 million bucks to go get a license from Oracle and go hire a DBA and do all that stuff. You know what, for 5 grand you can get your website up, you can build, you can use your iPhone, you can film your movie. That's all happened in the last five to 10 years. And what it's done is exactly the word you used. It's democratized who can become an entrepreneur. Now people who never thought entrepreneurship was for them, are able to do it. One of our great examples of this is Ipsy, our cosmetics company. You know, Michelle Phan was a cocktail waitress working in Florida, but she had this YouTube following around watching her videos of her putting her makeup on. And you know when we met her, we're like you know what? You're the next generation of what entrepreneurs look like. Because no, she didn't go to Stanford. She didn't have a PhD in computer science, but she knew what this next generation of content marketing was going to look like. She knew what it was to be a celebrity influencer. You know, that company Ipsy makes hundreds of millions of dollars every year now, and I don't think most people on Sand Hill would've necessarily given Michelle the chance because she didn't look like what the traditional entrepreneur looked like. So it's so cool we live in a time where you don't need to look like what you think an entrepreneur needs to look like or went to the school you had to think you'd go to to become an entrepreneur. It's open to everybody now. >> And the key to success, you know, again, we've talked about those privately all the time when we meet, but I want to get your comment on the record here. But I mean, there's some basic blocking and tackling that's independent of where you went to school that's being creative, networking, networking, networking, you know, and being, good hustle. And being, obviously good judgment and being smart. Do your thoughts on the keys to success for as those folks saying hey you know I didn't have to go to these big, fancy schools. I want to go out there. I want to test my idea. I want to go push the envelope. I want to go for it. What's the tried and true formula from your perspective? >> So when you're in the early stage of hustling and you want to figure out if you're good at being an entrepreneur, I tell entrepreneurs this all the time. Every meeting is a job interview. Now, you might not think it's a job interview, but you want to think about every meeting, this might be the next person I start my company with. This might be the person I end up hiring to go run something at my company. This might be the person I end up getting money for, from to start my company. And so show up, have some skills, have some passion, have a vision, and impress the person on the other side of the table. Every once in a while I get invited to a college and they're like well Paul, life's easy for you, you started a company with Mark Pinkus and you're friend with Reid Hoffman and this... Well how the hell do you think I met those people? I did the same thing I'm telling you to do. When I was nobody coming out of school, I went and did stuff for these guys. I helped them with a business plan. I wrote the code of Tribe, and then now all of the sudden we've got a whole network of people you can go to. Well, that didn't happen by accident. You had to show up and have some skills, talent, and passion and then impress the person on the other side of the table. >> Yeah >> And guess what? If you do that enough times in a row, you're going to end up having your own network. And then you're going to have kids come in and say, wow, how can I impress you? >> Be authentic, be genuine, hustle, do networking, do the job interview, great stuff. All right, back to final point I want to get your thoughts on because I think this is your success and getting this movie out of the gate. Everyone, first, everyone should go see Inside Game. Insidegamemovie.com is the URL. The site just went up. This should be a great movie. I'm looking forward to it, and knowing the work that went in, I followed your journey on this. It should be great. I'm looking forward to seeing it. Uh, digital media, um, your thoughts because we're seeing a direct to consumer model. You've got the big companies, YouTube, Amazon, others. There's kind of a, a huge distribution of those guys. The classic Web 2.0 search kind of paradigm and portal. But now you've got a whole 'nother set of distribution or network effects. Your thoughts, because you were involved in, again, social networking before it became the monster that it is now. How is digital media changing? What's your vision of how that's happening and how does someone jump on that wave and be successful? >> Yeah, we're in the midst of disruption. I mean, I'm in the discussions and final negotiations right now on how we're going to end up ultimately doing the film distribution. And I am very disappointed with the quality of the thinking of the people on the other side of the table. Because they come from very traditional backgrounds. And I'm talking to them about, I want to do a site takeover across Zynga. I want to do a digital download on FanDuel of a 20 minute clip of the film. And they're like what's FanDuel? Who's Zynga? And I'm sitting there, I'm like guys, this is the new media. Oh, by the way, there's a sports app called Wave and Wave is where the local influencers in the markets who want to write the stories are, and we want to do a deal with those guys. And oh, by the way, the CEO of that company is a buddy of mine I met years ago, right? One of those kids I gave advice to, and now I'm going to ask him for a favor from, right, that's how it works. But, it's amazing when you have these conversations with traditional old line media companies. They don't understand any of the words coming out of your mouth. They're like Paul, here's how much I'll give you for your film. Thank you, we'll go market it. I'm like, really? Seriously? I got the former CMO of FanDuel going to help out on this. You don't want to talk to him? >> Yeah >> And so this is where the industry is really ripe for disruption. Because the people from the startup world have already disrupted the apple cart and now we've just got to demonstrate that this model is going to continue to work for the future and be ready when the next new kind of digital transmedia thing comes along and embrace that, as opposed to be scared to death of it or not even know how to talk the language of the people on it. >> Well, you're doing some amazing venturing in your, kind of, unique venture capital model on Bullpen Capital. Certainly isn't your classic venture capital thing, so I'm sure people are going to be talking to you about oh, Paul, are all VCs going to be doing movies? I'm sure that's a narrative that's out there. But you're not just a normal venture capital. You certainly invest. So, venture capitals have reputation issues right now. People talk about, well, you know, they're group think. You know, they only invest in who they see themselves. You mentioned that comment there. The world's changing in venture. Your thoughts on that, how you guys started your firm, and your evolution of venture capital. And is this a sign that you'll see venture capitalists go into movies? >> Well, I don't know about that part. There have been a couple venture people who have done movies. But the part I will talk about is the you got to know somebody, it's an inside game, ha ha, we'll play double entendre on Inside Game here. You know, 20% of the deal we've done at Bullpen, we've done over 100. 20% of them were cold emails on something like LinkedIn or business plans at bullpen.com. 20%, now there's this old trope in venture if you don't get a warm intro I won't even talk to you. Well 20% of our deals came in and we had no idea who the person on the other side was. That's how we run the firm. And so if you're out there going I'm one of those entrepreneurs in the Midwest and no one, I don't know anyone. I'm not in a network, send me a plan. I'm someone who's going to look at it. It doesn't mean I'm going to be an investor, but you know what I'm going to do? I'm going to give you a shot. And I don't care where you're from or what school you went to or what social clique you're in or what your political persuasion is. Matter of fact, I literally don't care. I'm going to give you a shot. Come into my office and that, I think, is what was missing in a lot of firms, where it's a we only do security and we only look at companies that spun out of Berkeley and Stanford. And yeah, there can be an old boys network in that. But you know what, we like to talk to everybody. And the more blue collar the CEO is, the more we love them at Bullpen. >> That's awesome. Talk about the movie real quick on terms of how Hollywood's handling it. Um, expectations, in terms of reaction, was it positive, is it positive, what's the vibe going on in Hollywood, is this going to be a grassroots kind of thing around the FanDuels and your channels? What's your plan for that and what's the reaction of Hollywood? >> So it's going to be a lot of all of the above. But PR is going to be a huge component, I mean, part of the reason we're on today is there's a huge front page story on ESPN about Tim Donaghy and the NBA betting scandal of 2007. And so the earned media is going to be a huge component of this. And I think this is where the Hollywood people do understand the language we're speaking. We're like, look, we have a huge built-in audience that we know how to market to. We have a story. Actually, in the early days, you asked about risk? Back when I was thinking about if I would do this project I would do the following little market research. I'd walk into a sports bar, it didn't matter what town I was in. I could be in Dallas, I could be in Houston, I could be in Boston. I would literally walk up to the bar and say, hey, uh, six of you at the bar, ever hear of Tim Donaghy? It'd be amazing. About seven out of 10 people would go yeah he was the referee, crooked referee in the NBA. I'm like, this is amazing. Seven out of 10 people I meet in a bar know about the story I want to go tell. That sounds like a good chance to make a movie, as opposed to a movie that has no built-in audience. And so, a built-in audience with PR channels that we know work, I think we can really show Hollywood how to do this in a different way if this all works. >> And this comes back to my point around built-in audiences. You know, YouTube has got a million subscribers. That's kind of an old metric. That means they, like an RSS feed kind of model. That's a million people that are, could be, amplifying their network connections. It is a massive built-in audience. The iteration, the DevOps kind of mindset, we talk about cloud computing, can be applied to movies. It's agile movie making. That's what you're talking about. >> Yeah, and by the way, so we have a social network of all the actors and people in the film. So when it's ready, let's go activate our network of all the actors that are in the film. Each of them have a couple million followers. So let's go be smart. Let's, two weeks before the movie, let's send some screenshots. A week before the movie let's show some exclusive videos. Two days before the film, go see it, it's now out in the theaters. You know what, that's pretty, that's 101. We've got actors. We've got producers. Like, let's go use the influencer network we built that actually got the movie made. Let's go on Sports Talk, talk about the movie. Let's go on places like this and talk about how a venture guy made a movie. This is the confluence of all of the pieces all coming together at once. And I just don't think enough people in the film business or in the media business think big enough about going after these audiences. It's oh, we're going to take ads out on TV and I'm going to see my trailer and we're going to do this and that's how we do it. There's so many better ways to get your audience now. >> And this is going to change, just while I've got you here, it's just awesome, awesome conversation. Bringing it back to kind of the CMO in big companies, whether it's consumer or B to B or whatever, movies, the old model of here's our channels. There's certainly this earned media kind of formula and it's not your classic we've got a website, we're going to do all this instrumentation, it's a whole 'nother mechanism. So talk about, in your opinion, the importance of earned media, vis a vis the old other buckets. Owned media, paid media, well-defined Web 1.0, Web 2.0 tactics, earned media is not just how good is our PR? It's actually infrastructure channels, it's networks, a new kind of way to do things. How relevant and how important will this be going forward? Because there's no more website. It's a, you're basically building a media company for this movie. >> That is exactly right. We're building an ad hoc media business. I think this is what the next generation of digital agencies are going to look like. And there are some agencies that we've talked to that really understand all of what you've just said. They are few and far between, unfortunately. >> Yeah, well, Paul, this was theCube. We love talking to people, making it happen. Again, our model's the same as yours. We're open to anyone who's got signal, and you certainly are doing a great job and great to know you and follow your entrepreneur journey, your investment journey, and now your film making journey. Paul Martino, General Pen on Bullpen Capital, with the hot film Inside Game. I'm definitely going to see it. It should be really strong and it's going to be one of those movies like Crazy, Rich Asians, where not looking, not really well produced, I mean not predicted to be great and then goes game buster so I think this is going to be one of those examples. Paul, thanks for coming on. >> Love it, thank you! >> This Cube Conversation, I'm John Furrier here in Palo Alto, California, bringing ya all the action. Venture capitalist turned film maker Paul Martino with the movie Inside Game. I'm John Furrier, thanks for watching. (triumphant music)
SUMMARY :
and also the producer of an upcoming film Thanks for having me on the show. in a lot of the sports, And he says sometimes the movie picks you going to structure it. I'm a good guy to have owe you a favor Reminds of the Crazy, Rich Asians, It is 2019 and the and here on the Cube in the past but of the three buckets that you need and costs involved in making the movie, You got to build a product. That's the real attribute you need to have I kind of know how to make that product. I got to ask you a question. period of the last five to 10 years, And the key to success, you know, Well how the hell do you And then you're going to and knowing the work that went in, of the people on the of the people on it. to be talking to you about You know, 20% of the deal is this going to be a And so the earned media is going to be And this comes back to my point of all the actors and people in the film. And this is going to change, I think this is what the next generation and great to know you and follow your here in Palo Alto, California,
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Vishal Morde, Barclays | Corinium Chief Analytics Officer Spring 2018
>> Announcer: From the Corinium Chief Analytics Officer Conference. Spring, San Francisco, it's theCUBE! >> Hey, welcome back everybody, Jeff Frick here with theCUBE. We're in downtown San Francisco at the Corinium Chief Analytics Officer Spring event 2018. About 100 people, really intimate, a lot of practitioners sharing best practices about how they got started, how are they really leveraging data and becoming digitally transformed, analytically driven, data driven. We're excited to have Vishal Morde. He's the VP of Data Science at Barclays, welcome. >> Glad to be here, yeah. >> Absolutely. So we were just talking about Philly, you're back in Delaware, and you actually had a session yesterday talking about Barclays journey. So I was wondering if you could share some of the highlights of that story with us. >> Absolutely, so I had a talk, I opened the conference with data science journey at Barclays. And, we have been on this journey for five years now where we transform our data and analytics practices and really harness the power of Big Data, Machine Learning, and advanced analytics. And the whole idea was to use this power of, newly found power that we have, to make the customer journey better. Better through predictive models, better through deeper and richer consumer insights and better through more personalized customer experience. So that is the sole bet. >> Now it's interesting because we think of financial services as being a data driven, organization already. You guys are way ahead Obviously Wall Street's trading on microseconds. What was different about this digital transformation than what you've been doing for the past? >> I think the key was, we do have all the data in the world. If you think about it, banks know everything about you, right? We have our demographic data, behaviors data. From very granular credit card transactions data, we have your attitudal data, but what we quickly found out that we did not have a strategy to use that data well. To improve our our productivity, profitability of a business and make the customer experience better. So what we did was step one was developing a comprehensive data strategy and that was all about organizing, democratizing, and monetizing our data assets. And step towards, then we went about the monetization part in a very disciplined way. We built a data science lab where we can quickly do a lot of rapid prototyping, look at any idea in machine learning data science, incubate it, validate it, and finally, it was ready for production. >> So I'm curious on that first stage, so you've got all this data, you've been collecting it forever, suddenly now you're going to take an organized approach to it. What'd you find in that first step when you actually tried to put a little synthesis and process around what you already had? >> Well the biggest challenge was, the data came from different sources. So we do have a lot of internal data assets, but we are in the business where we do have to get a lot of external data. Think about credit bureau's, right? Also we have a co-brand business, where we work with partners like Uber, imagine the kind of data we get from them, we have data from American Airlines. So our idea was to create a data governance structure of, we formed a Chief Data Office, the officer forum, we got all the people across our organization to understand the value of data. We are a data driven company as you said but, it took us a while to take that approach and importance of data, and then, data analytics need to be embedded in the organizational DNA, and that's what we're going to focus on first. Data awareness of importance of data, importance of governance as well, and then we could think about democratizing and monetizing, organization's the key for us. >> Right, right, well so how did you organize, how has the Chief Data Officer, what did he or she, who did he or she report to, how did you organize? >> Right, so it was directly reporting to our CEO. >> Jeff: Into the CEO, not into the CIO? >> Not into the CIO. We had a technology office, we do kind of, have a line-of-sight or adopted line with technology, and we made sure that that office has a lot of high-level organization buy-in, they are given budgets to make sure the data governance was in place, key was to get data ownership going. We were using a lot of data, but there was no data ownership. And that was the key, once we know that, who actually owned this data, then you can establish a governance framework, then you can establish how you use this data, and then, how to be monetized. >> So who owned it before you went through this exercise, just kind of, it was just kind of there? >> Yeah, there wasn't a clear ownership, and that's the key for us. Once you establish ownership, then it becomes an asset, we were not treating data as an asset, so there was a change in, kind of mindset, that we had to go through, that data is an asset, and it was used as a means to an end, rather than an asset. >> Right, well what about the conflict with the governance people, I'm sure there was a lot of wait, wait, wait, we just can't open this up to anybody, I'm sure it's a pretty interesting discussion because you have to open it up to more people, but you still have to obviously follow the regs. >> Right, and that's where there are a lot of interesting advancement in data science, where, in the area of data governance, there are new tools out there which lets you track who's actually accessing your data. Once we had that infrastructure, then you can start figuring out okay, how do we allow access, how do we actually proliferate that data across different levels of the organization? Because data needs to be in the hands of decision makers, no matter who they are, could be our CEO, to somebody who's taking our phone calls. So that democratization piece became so important, then we can think about how do you-- you can't directly jump into monetization phase before you get your, all the ducks in order. >> So what was the hardest part, the biggest challenge, of that first phase in organizing the data? >> Creating that 360 degree view on our customers, we had a lot of interesting internal data assets, but we were missing big pieces of the puzzles, where we're looking at, you're trying to create a 360 degree view on a customer, it does take a while to get that right, and that's where the data, setting up the data governance piece, setting up the CDO office, those are the more painful, more difficult challenges, but they lay the foundation for all the the work that we wanted to do, and it allowed to us to kind of think through more methodically about our problems and establish a foundation that we can now, we can take any idea and use it, and monetize it for you. >> So it's interesting you, you said you've been on this journey for five years, so, from zero to a hundred, where are you on your journey do you think? >> Right, I think we're just barely scratching the surface, (both laughing) - I knew you were going to say that >> Because I do feel that, the data science field itself is evolving, I look at data science as like ever-evolving, ever-mutating kind of beast, right? And we just started our journey, I think we are off to a good start, we have really good use-cases, we have starting using the data well, we have established importance of data, and now we are operationalized on the machine learning data science projects as well. So that's been great, but I do feel there's a lot of untapped potential in this, and I think it'll only get better. >> What about on the democratization, we just, in the keynote today there was a very large retailer, I think he said he had 50 PhDs on staff and 150 data centers this is a multi-billion dollar retailer. How do you guys deal with resource constraints of your own data science team versus PhDs, and trying to democratize the decision making out to a much broader set of people? >> So I think the way we've thought about this is think big, but start small. And what we did was, created a data science lab, so what it allowed is to kind of, and it was the cross-functional team of data scientists, data engineers, software developers kind of working together, and that is a primary group. And they were equally supported by your info-sec guys, or data governance folks, so, they're a good support group as well. And with that cross-functional team, now we are able to move from generating an idea, to incubating it, making sure it has a true commercial value and once we establish that, then we'll even move forward operationalization, so it was more surgical approach rather than spending millions and millions of dollars on something that we're not really sure about. So that did help us to manage a resource constraint now, only the successful concepts were actually taken through operationalization, and we before, we truly knew the bottom line impact, we could know that, here's what it means for us, and for consumers, so that's the approach that we took. >> So, we're going to leave it there, but I want to give you the last word, what advice would give for a peer, not in the financial services industry, they're not watching this. (both laugh) But you know, in terms of doing this journey, 'cause it's obviously, it's a big investment, you've been at it for five years, you're saying you barely are getting started, you're in financial services, which is at it's base, basically an information technology industry. What advice do you give your peers, how do they get started, what do they do in the dark days, what's the biggest challenge? >> Yeah, I feel like my strong belief is, data science is a team sport, right? A lot of people come and ask me: how do we find these unicorn data scientist, and my answer always being that, they don't exist, they're figments of imagination. So it's much better to take cross-functional team, with a complimentary kind of skill set, and get them work together, how do you fit different pieces of the puzzle together, will determine the success of the program. Rather than trying to go really big into something, so that's, the team sport is the key concept here, and if I can get the word out across, that'll be really valuable. >> Alright, well thanks for sharin' that, very useful piece of insight! >> Vishal: Absolutely! >> Alright thanks Vishal, I'm Jeff Frick, you are watching theCUBE, from the Corinium Chief Analytic Officer summit, San Francisco, 2018, at the Parc 55, thanks for watching! (bubbly music plays)
SUMMARY :
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Marc Crespi, ExaGrid | VeeamON 2018
>> Announcer: Live from Chicago, Illinois, it's theCUBE. Covering VeeamOn 2018. Brought to you by VeeamOn. >> We're back. VeeamOn 2018. You're watching theCUBE, the leader in live tech coverage, where we go out to the events and we extract the signal from the noise. Dave Vellante, with my co-host Stu Miniman and Marc Crespi is here. He's the Vice President of Sales Engineering at ExaGrid, another Mass boy. Welcome back to theCUBE. Good to see you again, Marc. >> Thanks, great to be with you guys again. Great to be on another fantastic VeeamOn in the world-class city of Chicago. >> Yeah, it's a great city. What's happening at VeeamOn for ExaGrid this year? >> Quite a few executive meetings, a lot of customer contact, existing customers, prospective customers, meeting with the joint sales teams and so on. We coordinate a lot with VeeamOn in the field and on an engineering level, so great to get off the phone and see each other face to face and really deepen the relationship. >> So, talk a little bit about what the conversation is like with customers, particularly as it relates to data protection. We're hearing a lot on cloud, multi-cloud, intelligent data management. What does that all mean to your customers? >> Sure. So, obviously VeeamOn provides a wealth of different functionality in all of those areas, whether it be the intelligent data management, which includes cloud components, et cetera. We at ExaGrid play a role, mostly on the on-premise side, to be honest, of the equation. And because we typically deal with a quite large customers, the use of the cloud is really, typically relegated for older, more archive oriented data, or long-term retention backup data than it is for primary data, or even primary copy for disaster recovery simply because of the logistics of managing that much data when you may need it. However, the cloud plays a very important role in those types of customers, as many of them have regulatory requirements, compliance requirements to keep data long-term that they may never need to access, or never need to touch. In which case tiering that out to the cloud is a potentially good strategy. >> Marc, one of the things we're watching at this show is how VeeamOn's trying to get deeper and broader into the enterprise. If you can, give us a little color as to how you're seeing, where is VeeamOn being successful, what are customers liking for that kind of solution? >> Sure. We're seeing a significant amount of traction with VeeamOn and enterprise customers. In fact, we met with a large travel agency out here at the show who's looking at both VeeamOn and ExaGrid as a combined solution. So we're working very closely. VeeamOn has a dedicated enterprise team in the field, and they're breaking down doors to a number of the different enterprises. And our solution, the way it scales and its performance profile is very well-suited to the enterprise. We are an enterprise-class company as well, so we're doing cross-introductions for each other and to each other's enterprise customer base as we go. >> Talk a little bit more about your solution, where the sweet spot is. We always talk about horses for courses on theCUBE. >> Marc: Sure. Yeah. >> What's your favorite course? >> So, we define a target customer, the first demographic that we use is typically the amount of data they have under management. Put another way, the amount of primary data they have, or the utilization on their primary storage. And where we typically live, these days is 50 terabyte is kind of the low end, all the way up to multiple petabytes of data being backed up. And we can store many, many weeks, or months, or years of that data because of the data deduplication impact. But that's our sweet spot. And typically that's the most key demographic for us to look at, is how much data they're managing. >> And you're an infrastructure provider, obviously. You have software, but you don't do backup software. That's not your specialty, right? >> That's correct. That's one of the reasons we have such a close relationship with VeeamOn. And, quite honestly, we partner with a number of folks, but VeeamOn is clearly one of our key, if not our key partner because they provide the data protection functionality, the management, et cetera, and we provide the intelligent hyperconverged secondary storage that can store all of that data, deduplicate it, replicate it, and also provide, uniquely, I might add; support for some of VeeamOn's really critical features, like Instant VM Recovery and Virtual Lab and SureBackup. Because of the way our product is architected those features work extremely well with us, where in some cases, in some solutions they don't quite work as well. >> I think back to a number of years ago deduplication was all the talk in the storage industry. How are the latest trends in everything from Flash's adoption, NVMe, and NVMe over fabric coming soon, how's that going to impact what customers are doing in your space? >> Sure, so first I'll tackle the deduplication part of it. There's no question that it's now become an accepted norm. It's rare these days that you're explaining what it is, or what it does. But there still is one left over misconception that I think it's really important for all of us who have deduplication to educate customers. And that is that not every type of deduplication is created equal. Sometimes people conflate it with compression. You know, all compression's kind of the same to a certain extent. The way deduplication is implemented, there are certain characteristics that will either increase the amount of data reduction you get or lessen the amount of data reduction you get. For customers it's really important to know what type of algorithm you're dealing with 'cause that's going to translate to cost over the long term. So that's the first thing. The other trends, the adoption of Flash and so on, really has been more on the primary storage side, where that level of performance is required for high transaction, high performance requiring applications and so on. Because Flash remains quite a bit more expensive than spinning disc is, it's inroads into backup or secondary storage have been somewhat more on a limited basis. >> So, if I understand you correctly, a large part of the data reduction is a function of the algorithm... I don't want to say not so much the workload, but I was always under the impression that the workload determined the sort of data reduction efficacy. >> Marc: Sure. >> Which I'm sure is true, but you're saying the algorithm also has a huge impact. >> It's a combination. So, there's no question that certain data types deduplicate extremely well, other types not as well, and some not at all. You know, pre-compressed, pre-encrypted data tends not to deduplicate well at all. Where the algorithm comes in is there's a couple of elements, not to get to get too much in the weeds, but something called block size, which is basically the size of the objects that you examine when you deduplicate, and then whether or not you do what's called variable-length analysis, which is adjusting to the fact that the data is expanding and shrinking as it's changing. Algorithm's that implement very large block sizes and avoid variable-length technology are going to get much lower deduplication ratios than algorithms that implement both of those elements, smaller object sizes, and variable-length technology. And we're in the latter category of the more aggressive form of deduplication. >> So, you've got greater granularity and the greater ability to drive data reduction ratios, assuming the workload is favorable to that. >> Exactly right. If you were to compare the same workload across the two algorithms, the less aggressive and the more aggressive, the more aggressive is going to do better on that workload than the less aggressive. >> And again, I know it depends on the workload, but are we talking about on a percentage basis 10% better, 20%, 50%, a 100%? >> Marc: Multiples better. Some cases five to 10 times better. >> Even an order of magnitude in some cases. >> Marc: An order of magnitude better, yes, in some cases. >> What about encryption? What's the state of encryption these days? What are you advising customers with regard to encryption? >> Well, for years we've been under the impression that everything's going to have to be encrypted at some point. It's been a slow journey. You know, there's PCI compliance, HIPPA compliance. Obviously, there's been some pretty infamous hacks that have happened and so on. So the way we look at encryption, we have encryption solutions, self-encrypting appliances, and we recommend to customers, even if you don't need encryption today, if there is a slight chance that you'll need it in the future, then go with our encrypting line of appliances. The cost difference is nominal. It's in single-digit, low single-digit percentages, and it's there when you need it. So you don't have to potentially swap after that. We also do encryption any time we move data over the LAN. So we're fully ready for all of these compliances. It's certified encryption, you know, federal level certification, et cetera, so-- >> Yeah, Marc, let us know what companies aren't aware of the need for encryption and I'm going to short those stocks. (laughing) >> Okay, you got it. Yeah, you might want to change your bank. >> All right. Got to ask you. Brady, if you were Robert Kraft, would you have traded Tom Brady? >> Absolutely not. >> That's unanimous, there. Three for three on that. >> Absolutely, no. >> Okay, why not? What would the rationale be? >> I think he's got a lot more to give yet. I think it would have been on par with the Babe Ruth trade. It would have been a historical disaster. You know, he got us to the Super Bowl last year. Granted, Philly inched us out, but I still think he's the GOAT and he's going to stay the GOAT. >> Giselle said Tom Brady can't catch the ball. I would say also, he can't play defense, so-- >> I would agree with that as well. >> All right, what about Garoppolo? Do you think it was the right move to hold onto him, essentially as an insurance policy in case Brady went down before the trade deadline, or should they have been more proactive and gotten more for him? >> I think it probably would have been the right move for the Patriots to hang on to Garoppolo, however, for Garoppolo himself, and for the fact that they needed to get at least something for him, I think it was the right move at the right time. He needs to play. He's a great quarterback. He's already turning that San Francisco franchise around. >> Right. >> So I'm happy to see him play. I actually now start watching 49ers games 'cause I want to root for him. >> Me, too. I'm a fan of Garoppolo. >> Marc: He's a son of the Patriots. >> I agree. I think it was the smart move, Stu to keep him as an insurance policy, just in case. You don't know. I mean, Brady, you know, 40 plus years old. I mean, look what happened last year. >> It's the economics, Dave, though. They weren't going to pay him what he needed to be able to be a backup, and I agree with Marc. He was ready to play, obviously and it is fun to watch him on the 49ers. >> No, we agree. One of 'em had to go, right? Okay, and now we're three for three. So Peter McKay, Patrick Osborne, and now Marc Crespi all say Brady should stay. Right move. We'll see. Hey, they're the favorite to win the Super Bowl next year. Hopefully, they can get there. >> Sounds like I'm in good company. >> Marc, thanks very much for coming back on theCUBE. >> Thank you. It's always a pleasure to see you guys. >> All right, keep it right there, everybody. We'll be back with our next guest right after this short break. You're watching theCUBE, from VeeamOn 2018. (upbeat music)
SUMMARY :
Brought to you by VeeamOn. Good to see you again, Marc. Thanks, great to be with you guys again. Yeah, it's a great city. and really deepen the relationship. What does that all mean to your customers? to be honest, of the equation. Marc, one of the things we're watching at this show And our solution, the way it scales Talk a little bit more about your solution, of that data because of the data deduplication impact. You have software, but you don't do backup software. That's one of the reasons we have I think back to a number of years ago deduplication You know, all compression's kind of the same of the data reduction is a function of the algorithm... Which I'm sure is true, but you're saying the algorithm the size of the objects that you examine is favorable to that. and the more aggressive, the more aggressive is going to Some cases five to 10 times better. So the way we look at encryption, of the need for encryption and I'm going to short those stocks. Yeah, you might want to change your bank. Got to ask you. Three for three on that. he's the GOAT and he's going to stay the GOAT. Giselle said Tom Brady can't catch the ball. for the Patriots to hang on to Garoppolo, So I'm happy to see him play. I'm a fan of Garoppolo. I mean, Brady, you know, 40 plus years old. to be a backup, and I agree with Marc. One of 'em had to go, right? It's always a pleasure to see you guys. We'll be back with our next guest
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Paul Mattes, Veeam | VeaamON 2018
>> Announcer: Live from Chicago, Illinois. It's theCUBE. Covering VeeamON 2018. Brought to you by, Veeam. >> We're back at VeeamON 2018 in Chicago. You're watching theCUBE, the leader in live tech coverage. My name is Dave Vellante with Stu Miniman. Paul Madison is here he's the vice president of global cloud business at Veeam. Cloud, is where all the action is. Paul, thanks for coming back on theCUBE. >> No, Dave good to see you again, Stu good to see you. >> So you guys have made, you know, a major push obviously into the Cloud. We talked about, with Peter, that you know Veeam used to be product company. Now you're a platform company. Platforms beat products as we know and Cloud is a key part of that. It's a distribution channel, it's a technology, it's a disruptive force. What's your take on what's happening in Cloud? >> So, we're loving what's going on in the Cloud market space. I think, and I've talked with you guys about this before, the pace of innovation that's happening is absolutely remarkable. And it's all about delivering value for the customer. I heard Danny talk about business outcomes in the Cloud. We see this again and again, the Cloud is emerging as the platform or series of platforms that customers can drive innovation, can drive business agility. And we're excited about that because as the customers are moving there now we are evolving our platform to allow them to know that no matter what infrastructure, what platform they use they've got an answer in Veeam. Right? From a data protection, intelligent data management perspective... Veeam's got an answer. So, we see incredible market opportunity, we see accelerate in innovation and we see our platform evolving to take advantage of all that. >> So as the head of Cloud at Veeam, how does it work? Do you have product requirements, obviously you've got channel relationships to get building how do you spend your time architecting, I mean, how did you architect sort of the Cloud plan for Veeam? >> Yeah, it's still a work in process obviously. We are constantly evolving it as the market changes, we have to continue to evolve our strategy. But I have a lot of internal partners, you know, I partner really closely with Danny's organization from a product strategy. I partner very closely with Anton Gostev on product management, I partner really closely with Carey Stanton on our alliance partners. Because as you can imagine all of them are moving towards the Cloud or have a Cloud strategy. I work with people on pricing, licensing, sales, and marketing. And it's just this great, wonderful ecosystem that we have internally. Where we assess where we want to be, we assess where the platform has to go and we try to evolve all those things together. It's not trivial, there's a lot of work. Especially as we transition from a product company, to a platform company, to a solution company. But those are the kinds of problems that we like to solve, that's exciting stuff for us. >> Paul, wonder if you could speak a little bit to that partner ecosystem. So, you know, we went through years of public cloud is the enemy or public cloud said everything is going here to, you know, the Cloud service providers. And even the traditional vars and integrators, many of them worked with Microsoft for years. Lots of them now working with Amazon in some way or another. >> Paul: Right. >> Walk through a little bit that dynamic of what you are seeing, of course you play it across all of them so you've got a great vantage point. >> Yeah, sure. It's a great question, and it has, Stu, it's evolved in the last I'd say 18 to 24 months. It used to be, when I first started at Veeam, I went to a partner conference and I was six weeks into my tenure at Veeam and I came from Microsoft Azure And the looks on the peoples faces was, oh my God, you know, Veeam is going 100% asual. As the Azure guy here public cloud was bad, right? And so it lit people up and I tried to, and continue to rapidly assure them, no, that's not the enemy, that's not where we're going. We see an evolution now where we do see some Cloud service providers saying, we have to understand that customers want to go there, so I need to be a part of that market. That's why we're making the choices that we're making in terms of how we engineer the platform is that it's about customers having choice. And so, it's not the easiest dynamic to manage, as you might be aware of. But there is value, you see firms that will, now are starting to say, okay I can differentiate based on maybe a vertical orientation that I have. I'm going to specialize by going after the enterprise or by going after health care, financial services. And they're saying alright, those big players are here to stay. I better, I should figure out how to get along with them and how I can add value on top of them. Because from my perspective, and those big hyper scale or public clouds. Sometimes I call them a canvas, you can paint on them. But cloud and service providers can really help bring another level of intimacy to those platforms for their customer and drive value for their customer. So co-opting those large platforms is a good strategy. >> Yeah, alright, so Microsoft background. One of the things that caught our eye is, I believe, it was 2500 downloads already of the Veeam solution. >> Yes. >> For Azure. >> Yes. >> Broad reduction and betaWS, give some color on what's happening with public now. >> Yeah, sure, so we are super excited about what's happening with our Cloud partners. We've had tremendous growth in our VCSP business. We have over 19,000 of them now, globally, which is a huge ecosystem of partners. We've seen 58% year over year growth there. Fantastic growth in the number of machines that are protected by Veeam and Veeam powered services. The AWS marketplace has been, the AWS market is one that we've now, you know, jumped into with our acquisition of N2WS. We've seen terrific, I don't know if you're talking with Ezra or anybody from the N2W side. But they've seen 153% year over year growth since coming on board with Veeam. We have Office365 now, Danny talked a little bit about the new version of that, that we're in private beta of right now. That market is taking off tremendously. We've seen 29,000 downloads of that, 29,000 different customers that have downloaded that. We're currently protecting around three million mailboxes of Office365, so there's just a lot that's, our work with the IBM Cloud, is terrific. They are here, they're our sponsor. Great things going on there, 1,000% growth in the VM's that are deployed using it, on the IBM Cloud. Now their resiliency services practice is building up around Veeam. So there's just this tremendous momentum across all the dynamics of our Cloud business right now. >> Well, customers have to place bets. We love sports analogies in theCUBE. Kentucky Derby just went down, we have the Preakness coming up. And customers I feel like they're placing bets on what's called the under card, right. You've got the big race is the Kentucky Derby, well there's a bunch of races leading up to that, they call that the under card. People warm up, they make little bets here, little bets there. But then when it comes to the big race that's when they put down their big money. And I feel like the Cloud bets have largely been on the under card to date. When you talk to customers, well first of all do you agree with that, and are they asking you, okay, you know, which Cloud should I use where? What bets should I place? Having, you know, run the Azure group, you've got a perspective on this. What do you see customers doing and how do you advise them? >> Yeah, so, that's a great question, what we... So let me take you back a little bit. We did see early on customers that sort of nibbled around the edges, around the under card, and made small bets on it and then for whatever reason made the decision to dive in big. And I think a number of them that didn't work out quite well because as they were going through the under card and managing through that they didn't learn as much as they needed to or the platforms evolved so that they ended up saying, wait a minute, hold on, we maybe shouldn't have made that bet. Alright? So, customers now are, I think they're taking a little more of a smart approach towards it because they realize that, hey, going 100% in with one provider is going to be a challenge, right? They are worried about the old vendor lock in and portability across clouds. We obviously will talk to customers about multi-cloud world, 81% that we surveyed said, I'm not going to have a single Cloud provider. I'm going to try to figure out which work loads to put where. And we're going to continue to help advise them and help figure out how they do that. How those different cloud infrastructures factor into their data protection and availability strategies. >> Yeah, so when you get to the database, the middleware on up and you take that approach. Then, obviously there's substantial skillsets that you're going to need whether you're using, you know, Amazon's databases or Oracle's or IBM's, et cetera. At the infrastructure level, however, and I think this is part of your strategy, you can potentially standardize, you know, you guys want to be the standard for the data protection platform. But you've got to earn their trust and the right to do that. >> Paul: Absolutely. >> But if we're understanding that right, that is the strategy, right? To sort of take that stress away from them, let them worry about which database, which SaaS application. But from an infrastructure stand point, you can rely on Veeam to be that data protection platform. >> That's exactly right. And I think when you were talking with Danny earlier is any app, any data, any cloud. Regardless of where you want to go, bet on us, we've got the answer for you. >> Okay so then follow-up question. Why you guys? You've got system vendors, you've got storage vendors, you know, to a certain extent you got quasi security players. Big established companies, start-ups. Why Veeam? >> Well, I think because of a couple of reasons. First of all the platform is extensive and continuing to grow. And we, I'm thrilled that we are, you know, we've got the platform elements of it. I think you said earlier, platforms always trump products. I'm a firm believer in that. I love platforms. I think the second reason is we're a partner driven and customer driven organization. I know that sort of, that can sound like sort of mom and apple pie but the reality is we are 100% channel focused. We don't compete with those channel partners, we don't compete with cloud service providers. We can enable all of them. And so you've got a great platform, with a great organization that knows how to partner and wants to partner. Those two things come together and make us a great choice. >> How do you, I haven't asked anybody this, I wonder if you'll give us your perspective. Because you're pure channel, how do you, and at the same time customer driven, how do you get that feedback? Obviously you go in with channel partners but how do you ensure that you're getting the high fidelity feedback from the customers? >> So, get with the customer. (laughing) You know, we're 100% channel driven but we are arm in arm with our channel partners. It's not, you know, in some areas of the business, yes there's a lot that goes on that Veeam folks don't get involved with. But when it matters, when it counts, we're arm in arm with our channel partners. We go and visit together, we spend that time, we invest that time. We do partner advisory councils, we do customer advisory boards. You know, we're not... It's not diffused through the channels, I guess is what I want to say. It's very much a true partnership where we are engaged fully. >> Okay, let's get into it. You're a Philly fan, your boss is a Patriots fan. >> Paul: I've heard that, yes. >> You got, I mean. Listen, as a long time Philly fan it's like one of the best feelings in the world when your team wins the Super Bowl. First of all, having your team in the Super Bowl for two weeks having that hype lead up is just the greatest thing in the world, even though you just can't wait for kick-off. But I got to say congratulations. >> Thank you. >> I know you've got to feel good about that. >> Thank you, we feel great about it. It took us a couple of days to catch our breath after the game and quite frankly even during the game. Hey, listen, Tom Brady, two minutes ago has the ball, we were all getting ready to leave the party because we said, hey, we've seen this movie before, we know what's going to happen. Go down the field, touchdown. We're out. >> You can't watch. >> Can't watch it, can't watch it. I really didn't watch the last 30 seconds of the game 'cause I just had my (laughs). No we were super happy about it, I will be honest and say it's been a source of on-going rivalry inside of Veeam. Because we have quite the Boston contingent. But, we've got the trophy. >> Well, pretty amazing that, well 'cause Philly had the really outstanding defense >> Yeah. >> Which everybody tries to predict before the game, right, and then Brady shreds the Philly defense. Who would have known that Nick Fowles is going to score every single time he had the ball except the one fluke interception. >> Paul: Yeah. >> It was really an unbelievable game. I mean, as a Pats fan, we were heartbroken, but wow what a game. >> We loved it and, honestly, the guys have been great about it and almost, I don't know if Peter falls in this category, but almost everyone has said, yeah well Philly was the better team. We lost a great game to a better team, there's been no, oh well, one of our guys tried to say, hey, that whole Philly special play should have been called an illegal formation. But then I gave him a list of all the violations that the Patriots have had in the past five years and he's like, okay. >> Yeah you don't want to sound like the raving fan, right? You know, calling the ineligible, eligible. >> Paul: Right. >> Look, Brady, they made that great call. Brady couldn't make the catch, he couldn't make the catch. Nick Fowles made the catch. Okay then when it came down to execution they stared, you know, into the abyss and they didn't blink. I mean, ya got to give em' credit. And Villanova, I mean, that was awesome. >> They were just a machine. >> Sixers, what happened? Big favorite. I think young team. >> Young team, look, they're going to be good for a while. >> Dave: Should be a good rivalry. >> I think Ben Simmons, you know, he's going to come up. Joel Embiid is an absolute beast but I got to hand it to your team and your coach, I mean, I think in some ways we got out-coached a little bit. >> Dave: When Larry Bird came up and Dr. J was, you know, didn't want to relinquish that mantle. That was some of the best rivalries in the early 80's. With the Sixers and the Celtics so hopefully that will get better. >> Paul: Hopefully we'll get that going again. That'll be awesome. >> We love talking sports and we love talking sports with guys in tech that love sports. Paul, thanks very much for coming back. >> Hey, my pleasure man, thanks for having me, really appreciate it, thanks, guys. >> Alright, keep it right there, everybody, we'll be right back with our next guest right after this short break.
SUMMARY :
Brought to you by, Veeam. he's the vice president No, Dave good to see you that you know Veeam used in the Cloud market space. it as the market changes, And even the traditional of what you are seeing, And the looks on the peoples One of the things that caught our eye is, happening with public now. Fantastic growth in the And I feel like the Cloud bets have made the decision to dive in big. and you take that approach. that is the strategy, right? And I think when you were you know, to a certain extent that we are, you know, feedback from the customers? some areas of the business, boss is a Patriots fan. is just the greatest thing in the world, I know you've got to and quite frankly even during the game. last 30 seconds of the game the one fluke interception. we were heartbroken, that the Patriots have You know, calling the Nick Fowles made the catch. I think young team. going to be good for a while. I think Ben Simmons, you With the Sixers and the Celtics get that going again. and we love talking really appreciate it, thanks, guys. we'll be right back with our next guest
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Yasmine Mustafa, ROAR for Good | Grace Hopper 2017
>> Narrator: Live from Orlando, Florida, it's theCUBE covering Grace Hopper Celebration of Women in Computing brought to you by SiliconANGLE Media. >> Welcome back to theCUBE's coverage of the Grace Hopper conference here in Orlando, Florida. I'm your host, Rebecca Knight, along with my cohost, Jeff Frick. We are joined by Yasmine Mustafa. She is the founder of ROAR. Thanks so much for joining us. >> Thank you. >> So ROAR is a self-defense wearable technology for women. Tell our viewers a little bit more about the technology and also really where you got the idea. >> Sure, I got the idea about four years ago. I decided to do something a little bit crazy. I got rid of all my possessions. I got rid of my apartment. I put a backpack on, and I booked a solo trip to South America for six months, and I did it for two reasons. The first reason is refugee, and when I came here, even though I was brought here when I was 15 applying for colleges, I actually found out I was undocumented, so I spent about 10 years working under the table trying to become legalized, and it was a very long, hard battle. It was very difficult to go to school and get a real job, and once I became a US citizen which happened five years ago, I was also able to sell my first company. I had a software company before ROAR. And after those two events, I said, "You know what, I'm 30 years old. "I deserve a break. "I've had a long journey. "I'm going to go celebrate." >> Jeff: Start another long journey. (laughs) >> Yeah, exactly. (laughing) I wanted to travel for so long and I couldn't 'cause when you're undocumented, it's really-- >> Hard to get back into the country. >> And you don't have the right credentials and even after I got my Green Card, I could. You can travel after getting your Green Card but I was so worried that I wouldn't be able to come back 'cause I've heard stories that I intentionally didn't, and so I booked this six-month trip as a way to reward myself and as a way to kind of make up for everything that had happened beforehand, and it was amazing trip. It was really life-changing. When I talk about it, I talk about my life in relation to before the trip and after the trip because it was so transformational, and I went to Spanish school for three weeks, did full Spanish immersions, stayed with a Spanish family in Ecuador, and then I went to Colombia and Argentina, Chile, Bolivia, Peru. I spent a month in each country but as incredible as it was, it was also incredibly eye-opening because everywhere that I went and visited, I just kept hearing story after story of a time a woman had been attacked or abused or harassed, and it really opened my eyes to the violence women face every day, and a week after I came back to Philadelphia, it was in a downtown, when my neighbor went out to her car. It's a horrible story. She was grabbed from behind. she was dragged into an alley. She was severely assaulted, brutally assaulted. When I saw the news story the next day, that was when the light bulb moment hit, and I called up my cofounder, my formal adviser of my last company and told him about it, Anthony Gold, and we ended together to start ROAR for Good, and the concept initially was completely different. We thought the problem was that existing self-defense tools, pepper sprays, tasers was that you have to pull them out of your pocket or your purse for them to be useful, and it's not like you could just be like, "Excuse me. "One second," (laughing) and dig it out, so we thought let's make it wearable so that it's readily accessible. This is when Fitbit was huge, and the initial idea was actually called the macelet, mace in a bracelet, and (laughs) exactly, and as clever as that name was, we found out through market research that it was actually a terrible idea, that the number one fear that women had of self-defense tools is, "I'm afraid I'm going to be overpowered, and my own self-defense device used as a weapon against me," and another one, "What if I use it against myself accidentally?" And when we did more research, we found that existing self-defense tools are actually made by men for other men, and when the market opportunity for women came about, they shrunk it, they shrinked it and pinked it, and they didn't really account for women's needs, so we went back to the drawing board, and we said, "All right, we need to make something "that's stylish but discreet, "something that can call for help, "something that can ward off an attack, "and something that cannot be used "against the person wearing it", and that's how we came up with Athena. >> So do you have one that you can show are yours, what it looks like? >> I do, I do, yes. >> This is what it looks like. >> How it works, okay. >> So it has a magnetic band. Initially it was actually a bracelet, and when we were doing self-defense classes with prototypes, we actually found out the worst place to wear a safety device is on your wrist, and can you guess why? >> Somebody grabs your wrist, grabs your arm, right? >> Exactly, or now you only have the opposite hand to activate it, so we said, "No, we need to make something "that's more readily accessible "where both hands can be free," so we designed it with this magnetic strip so that you can clip it on any which way you want. The most popular options we've seen are purse, pocket bra strap, or lapel, and the way it works is if you feel nervous, if you want someone to watch over you, you triple press the button, and it sends your coordinates to your family and friends showing exactly where you are, and if there is danger, if you really need help right away, you press and hold it for three seconds, and it will also sound an alarm, and in about seven rings, you'll also be able to call emergency number, the local PSAP, 911 center in your neighborhood. >> Wow. >> It's such a great concept. As are so many great inventions are, it's really assembling a bunch of components that already exist, your cellphone, an app on your phone, your network of your contacts, the GPS in your phone, and assembling it in a slightly different way for a very specific application. >> Everything that's commonplace, it's in the device. There's nothing proprietary about it. It's just the way that we put it together. Again, we took existing technology and put it together in a way and tested it to make sure that it's something that can work, and we worked with police officers and self-defense instructors to put it together, which is really eye-opening as well. >> And the other part, if you can explore, it's a different way to interact with 911 so if it is an emergency, you're not picking up the phone, you're not talking but according to your website, it's faster, in a lot of ways, it's more efficient. There's a lot of benefits to a not phone call connection with what traditionally has been the way you ask for help, and how did getting that through, is that a regulatory thing? How did that whole process work? >> That's a great question. It's something that we probably spent about a year working on, and we actually have a partner that does it for us, so this partner, what's really cool about them is that they have a relationship with all 500 PSAPs, so a PSAP is just your local 911 center in your area, and our service is going to be able to to leverage their partnership to be able to connect with all of them. The way their system works is they can actually better track you through their service than your normal cellphone can, which is also really cool, and if you're my emergency contacts and I press this button 'cause I can't call 911 and you're in Orlando, I'm in Philadelphia, it will actually route you to the PSAP in my neighborhood versus your local PSAP so then it saves the time in terms of calling the Orlando PSAP and then having them call the Philadelphia PSAP and then finding me, so we're really, really excited about this opportunity. >> So apart from the technology, I want to talk to you a little bit about funding. Funding is one of the greatest barriers that really, all technologists but in particular, women founders face. Can you describe a little bit about how you went about finding sources of money? You already sold a company by then so you'd already been successful. >> Yes. >> But what about people without the track record? What would you say? >> Sure. I'd love to touch on the social mission aspect at some point too if you don't mind. For funding, I'm very lucky in the sense that my cofounder, he's also founded several companies in the past and fundraising is his thing, so he's been the one to lead it but what we did initially, so we spent about 18 months in product development, and we did a lot of testing, I mean really awkward, we put ourselves in really awkward situations where we went to parks and coffee shops, and showed people this and said, "Why would you not use this? "Tell me why you don't like this," and then we went back to the drawing board and did it again and again, and then we got to the point where people said, "Yeah, I want this. "I want this for my mom. "I want this for my child. "I want this for my college student." But there is a world of difference between, say, yeah, I want it versus buying it, so what we did initially is we actually launched a crowdfunding campaign. We launched an Indiegogo campaign, and for us, it was really a way to test if we really had, we were onto something. We initially had the goal of $40,000. The results really blew us away. We hit that $40,000 goal within the second day, got to 100 by the 10th day, 100,000, and then we ended the campaign with a little bit over 300,000 funding, and that really allowed us to do our seat stage round, and we were lucky from the sense we have a really interesting story. There is a billionaire couple in the UK that found out about us through the campaign after it took off. We had sales in every state in the country, 50 countries worldwide. Ashton Kutcher tweeted about it. It was amazing. It went viral for a little bit, which was incredible, but they learned about it, and then reached out to Indiegogo and said, "We want to meet this team, the company behind this team," and we connected with them, and they immediately put $2 million into the company. We went and met with them in Chicago after they came over, and within three days, we had the money in our bank account, so we got a little bit lucky but having that crowdfunding campaign, the success as validation really helped us to be able to raise that additional funding, and then we went to Ben Franklin Technology Partners, and they put in $250,000, our local economic resource center that does matching, and that's how we raised our initial seed to growth. >> And you mentioned the social mission piece so I want you to tell our viewers a little bit more. >> Yeah, so I, for a long tIme, lived in fear, so being undocumented, not really knowing what could happen, and I'm actually giving a talk tomorrow about my whole journey, and learning about women living in fear in another different way while traveling throughout South America. I didn't want to build a company that just built products and sold them to women that just put the onus on women 'cause it's too common for us to say were you drinking when something happens or don't do, don't wear this, don't go here, and we wanted to change that narrative, hence, the ROAR for Good aspect, and what we found after talking with psychologists and researchers is that violence against women stems from gender discrimination and inequality, and that there is one trait, if taught to young kids when they're most impressionable, can actually reduce violence against women, and that's empathy, and that empathy has actually decreased 40% over the last 20 years, and there is a controversy on whether or not it's something that's learned or innate but wherever you fall in that category, there is no denying that it is falling regardless, so we invest, we have what we call a ROAR Back program, which is we invest a portion of proceeds of every sale to nonprofits that specifically focus on teaching respect and healthy relationships to young kids when it matters most. >> Yasmine, thank you so much for joining us. >> Thank you. >> It's a really exciting technology. Thank you. >> Hopefully we'll see you at Philly. We got to have a Philly show. >> Come to Philly, please. >> So you got Josh as a buddy so-- >> Yes. >> Come on, Josh. We got to have us some Philly. (laughing) >> I'm Rebecca Knight with Jeff Frick. We will have more from Grace Hopper just after this. (light music)
SUMMARY :
brought to you by SiliconANGLE Media. She is the founder of ROAR. and also really where you got the idea. and it was a very long, hard battle. Jeff: Start another long journey. 'cause when you're undocumented, it's really-- and dig it out, so we thought let's make it wearable and can you guess why? and it sends your coordinates to your family and friends and assembling it in a slightly different way and self-defense instructors to put it together, and how did getting that through, and our service is going to be able to to leverage I want to talk to you a little bit about funding. and then we went back to the drawing board so I want you to tell our viewers a little bit more. and researchers is that violence against women It's a really exciting technology. We got to have a Philly show. We got to have us some Philly. I'm Rebecca Knight with Jeff Frick.
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Morgan Berman, MilkCrate | Grace Hopper2017
>> Announcer: Live from Orlando, Florida, it's theCUBE covering Grace Hopper Celebration of Women in Computing. Brought to you by SiliconANGLE Media. >> Welcome back to theCUBE's coverage of the Grace Hopper Conference in Orlando, Florida. I'm your host, Rebecca Knight. We're joined by Morgan Berman. She is the founder and CEO of MilkCrate, a platform that measures and grows social and environmental impact. Thanks so much for joining us. >> Thanks for having me. >> So I want to, start off by telling us a little bit about MilkCrate. >> Sure. So we're a tech company. We got our start about four years ago. We've grown and changed a lot in that time, but what we really focus on doing is helping big organizations either for- or non-profit, engage people in social and environmental impact in a game app. And we build custom versions of this app based on the goals of each client. So whether it's a big company that wants to engage employees in volunteering and riding a bike to work, or a nonprofit that has kids that they're trying to get to go to art museums, and encourage them to go more often, we can gamify both of those behaviors in unique apps and then those clients have their own engagement experience for hitting those goals. >> Well, that's a really neat idea. Tell me how you came up with it. >> Well, like I said, it's changed and grown over time. Originally it was my own personal desire to grow my impact in the world. I grew up in this kind of crunchy, kind of wonderful bubble, I guess, where my mom would only buy food from the farmer's market, she was actually a farm-to-table chef, one of the first female chefs in Philly. She wrote books rating and reviewing thrift shopping, so I grew up with like fresh local food, thrift shopping, there was a community garden behind us. >> She was a hipster before her time. >> Exactly, my mom's like the original hipster. And my dad was also an entrepreneur. So when I moved to West Philadelphia, which is like the crunchiest part of the city by far, I was trying to figure out how to ride a bike in the city for the first time, and how do you compost with worms when you live in an apartment and you don't have a backyard. Where's my nearest food co-op so I can start feeding myself this way? And my interest grew and grew as I started learning about things like climate change. And I went to a Bill McKibben talk about fossil fuel divestment, and there were these children in Haiti holding a sign that said Connect The Dots Your Actions Affect Me. And it really hit home how my privilege as this western world person with this degree and all of these things that most people don't have that every choice I made about my life was having a direct impact on someone on the other side of the world, or often not even that far from me. And so I wanted to figure out how to live my life in a way that my values weren't conflicting with my actions. So I applied for graduate school in sustainable design to originally, the idea was to help design sustainable buildings but I quickly learned that even though I had this degree, architects weren't going to take me seriously. And so I pivoted and took all my extra-curriculars in Industrial Design and Interactive Media. And I had the head of the department for Interactive Media actually helping me with the first mock-ups of MilkCrate, which was all about designing an app to help people live their values, particularly around sustainability. And then, after a few years of learning and growing, we actually, Forbes picked us to be one of the five companies on the Forbes Under 30 stage and that catapulted us onto this path of suddenly going from a school project to a startup company that needed to raise money and have a business model. And I was like, what's a business model? So after about two years of learning and growing, we realized that there's this opportunity with big corporations to engage employees in sustainability and that there was a pain point on this enterprise level that we could solve, and yeah. >> And what was this pain point? I mean, I think that's the thing is we can all say it's great for companies to get their employees to ride more bikes and to start a recycling program-- >> But why do they care? >> Yeah! >> And that's what investors would always ask, and I'd be like, ugh! And I had to learn the answer! And the answer is 75% of the S&P 500 issues a CSR Sustainability Report every year, and that has grown exponentially over the last few years. And the reason they do that is because employees want to work for a company that's making a difference. 45% of millennials would take a 15% cut or more in their salary to work for a company that makes a difference in the world. The reason that B Corps are growing exponentially around the world, all of these things, of business is a force for good in the world, it's the norm now. Whether you realize it or not, that's what's driving people to work for a company, to stay for a company, for customers to buy a product from a company. That's how people are starting to make their important life choices. And so now companies invest in having a Corporate Social Responsibility, not only a director, but a whole department. And they're, what we learned when we were researching how to figure out this whole business model was that CSR directors, their top three pain points are engaging employees, tracking and analytics, and having a scalable, cost-effective program across the whole company. So we realized our product could do all three of those things, and I was like, oh, I think that's a business model, when you solve the major pain points for an important corporate role in the world. So that's how we started moving in that direction and we started getting validation, and then we realized we also could work with nonprofits when they started reaching out. And so now we're kind of filling both of those needs that are a little bit different. >> So you're gamifying, making it into a game, making it fun for employees, or clients or customers or whoever the target audience is. So what kind of rewards are they getting for this? How do you light up their bulbs? >> I'm actually giving a lecture on this at Warden on Monday, so it's top of mind. You've got intrinsic and extrinsic motivation, right? There are the things that you do because they make you feel like you're being your authentic self, where you're expressing your values and that lights up your brain in a way that nothing else ever will. Then you have your external, extrinsic motivations, things like prizes, but also social acknowledgement. Seeing that you are functioning the way your peers are, that sense of I am not alone, or I am normal, that's a really important validation as a human. So seeing that you're in the top 10 or that you're above average, that feels good. So we have things like your rank and how you're doing on your team and how your team's doing in comparison to other teams in your MilkCrate community. And then there's the actual rewards. So university clients of ours have given tickets to sporting events, or credit to the bookstore. Corporate clients, gift certificates to local, sustainable restaurants and coffee shops near the headquarters. We're actually now partnering with an amazing B Corp company, United By Blue, that has ethically made and environmentally thoughtful products like mugs and candles and things like that. So, it depends on the client what their goals are, what their budget is, what motivates those people. But it really, the beginning part, when you first download the app, the first couple of challenges are things like answer this question about how important is to you to live your values? So you get them thinking in that mindset about why they're using this app. >> Priming them to-- >> Priming them, exactly! Getting them in that headspace. That's the most important thing you can do in the beginning is just to help them understand why they're using this, and then the rewards are almost, they're a distant second. >> Okay, okay. So you've also, you are a B Corp, and are there many other B Corps here at Grace Hopper? I mean, what's your experience there? As you said, it is now the norm that the business is functioning this way. But B Corps are still a minority, relatively speaking. >> Right, there's a lot of room for growth there, yeah. I think having the CSR report is the norm, but doing everything you possibly can, there's still a lot of room in that department. One thing I saw that I loved was that instead of giving out swag, Facebook was actually donating money to nonprofits that help women code. I was like, that's great! So I haven't seen any B Corps here that I've, yeah, I don't think I've seen other than ROAR For Good-- >> Which we had on the show earlier. >> Yes, so Yasmine and I are definitely two Philly B Corps. I would love to see more tech companies go in that direction but yeah, there's a lot more growth that needs to happen. There are about, I think, I actually just got to meet one of the other founders of B Lab that does B Corp certification. He gave a great presentation answering in more detail why do companies do this? It was amazing how many stats he had. It was like yes! But 2,300 for B Corps and I think something like 16,000 benefit corporations. So they're slightly different things, but it's a growing movement for sure. >> So talk a little bit about your experience at this Grace Hopper Conference. It's day one, we're near the end of day one. How would you describe the energy, the atmosphere, what's your feeling about being here in Orlando? >> So I've heard over and over again people saying it's just so good to be in a room full of women who are all doing awesome things. And it keeps reminding me of when I went and saw Wonder Woman with my parents. And I remember sitting in the theater and going like this and being like oh, my cheeks are wet. Oh, I think I'm crying. Oh, I think I'm having feelings. I think it's because I've literally never seen on a screen several dozen, or hundreds of women just being powerful, physical beings with like, aggression and skill, and it having nothing to do with sexuality or being attractive. And it was just the first time I'd seen that in my 32 years of existence. And to just, there's something so powerful about having that icon, that image reflected back at you to see, oh, if you can do that, I can do that. And actually, over the last 13 months, I've been training in Brazilian jujitsu and competing, and to see women being physical, strong warriors, and only women, and it not being sexualized, it was like oh, that's the feeling I get when I compete, and when I'm with my teammates, my female teammates. Anyways, I think that's kind of what's happening here is that sense of like, these are my people, and we are doing amazing things, and to just see each other when historically, you never got to see a room like this. I think it's an unfortunately necessary experience to be reminded that we are out there, we are doing this, and it's growing. >> And there is a sisterhood and the belonging that we talked about earlier, too. >> I mean, you see men who don't seem particularly uncomfortable here. They can kind of, they're like okay with this. And they get to kind of know what it's like to be in the minority. And I kind of want to ask them, how are you feeling? What's this like for you? But like, to see everyone flipping the ratio and we're all good, so that means if we could get somewhere more like parity I think that could be pretty magical. >> So as a female founder, a female technologist, what is your advice for the younger versions of you who maybe are just graduating from college, or maybe even younger than that and sort of wondering, can I even do that? Can I aspire to be that? >> You absolutely can. And I gave some advice at the end of my session earlier. And my two bits of advice were detach yourself from any negative association with the word Failure. Try and come up with a new word for yourself if you need to because learning and growing is what you're going to do your whole life, and so taking risks, that's what you need to be doing every single day. And so pushing against those things that scare you. And the second thing was to find a mentor, because no one piece of advice I can give is ever going to fill the role that having a mentor can give you over the course of a career, or even just for a few years. The amount that I've grown in just the last four years of building my company with some of my mentors, it's incredible. So, find someone who reminds you of who you want to be, and then latch on to them and get them to help kind of carry you along. >> Great. Well, Morgan, it's been so fun talking to you. >> Thank you, this has been great. >> Thanks for joining us. >> I'm Rebecca Knight, we'll have more from the Grace Hopper Conference in Orlando just after this. (rippling music)
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Brought to you by SiliconANGLE Media. of the Grace Hopper Conference in Orlando, Florida. So I want to, start off by telling us And we build custom versions of this app Tell me how you came up with it. to grow my impact in the world. And I had the head of the department for Interactive Media And I had to learn the answer! So what kind of rewards are they getting for this? about how important is to you to live your values? That's the most important thing you can do in the beginning that the business is functioning this way. So I haven't seen any B Corps here that I've, There are about, I think, I actually just got to meet How would you describe the energy, the atmosphere, And I remember sitting in the theater and going like this that we talked about earlier, too. And I kind of want to ask them, how are you feeling? And I gave some advice at the end of my session earlier. Well, Morgan, it's been so fun talking to you. from the Grace Hopper Conference
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Sam Yen, SAP - Google Next 2017 - #GoogleNext17 - #theCUBE
(click) >> Hey, welcome everybody, Jeff Frick here with theCUBE. Well, it is an excited day and we're really happy to be covering big announcements coming out of Google Next today. And we wanted to get right down here to SAP Silicon Valley Headquarters and talk to Sam Yen and get his take on what's happening up in San Francisco today. So, first off, Sam great to see ya. >> Yeah, great to see you as well. >> So, Sam you are the Managing Director of SAP Silicon Valley. Obviously, you guys have a big presence in Philly, and a big presence here in Paulo Alto. And also the Chief Design Officer. So, let's just jump into it. So, Bernd Leukert was onstage with Diane Green this morning kicking off the Google Next Conference and talking about this new relationship between SAP and Google. >> I think, first of all, it's the trend in what the industry's happening right now. If you look at companies, companies are more and more willing to go to the public cloud in terms of helping them with their infrastructure needs. The market is actually really going to double between now and 2020. So, with that we have three major announcements that we announced today. The first one was SAP's flagship products running on GCP, Google's Cloud Platform. The first one is HANA. If you know anything about SAP, HANA's been our data processing engine, memory processing engine for the last number of years. It's our flagship product that we've been talking about. And that's now certified for GCP. The second thing is really more for the, it's still part of the first announcement, but for the development community bringing HANA Express which is a downloadable version of HANA that you can put on your laptop and really get to know what HANA's all about and see how easy it is to develop on top of HANA. So, that's now available on Google Cloud Launcher. Also, SAP's cloud platform is also going to be, we're working very closely together to co-innovate together with Google. The second part of the second announcement, is taking infrastructure as a service to the next level. SAP has always had a multi-cloud strategy offering customers choice in where they want to deploy on public cloud. And Google is now available from that perspective. But beyond just infrastructure to service, we want to partner with Google to take things like data privacy and protection to the next level by offering transparency over how customers monitor and understand what's going on from the governance, risk and compliance perspective on their information. The last thing, which is really exciting as well, is bringing together productivity tools together with SAP. Google's G Suite, things like Mail and Sheets and Hangouts and things like that, and making that integrate seamlessly into the SAP backend system. >> So, so many layers to these announcements. And thank you for laying it all down. The first one, just at a high level, is clearly enterprises are comfortable with public cloud. There's now more enterprisy software firm out there than SAP. And for you guys to really get together with Google and Google Cloud, that really shows that the conversation is no longer about, "Should I go to the cloud?" or "Is the cloud safe?" or "Is it appropriate for enterprise?" But enterprises are fully all in. >> That's definitely the trend. Customers are different in their journey but more and more we're seeing that. And the numbers that I talked about in terms of the investment and spend for public cloud is growing through the roof. At the end of the day, SAP from an SAP perspective, and also from a Google perspective, we want to provide as many options for customers as we can. And we think that by doing this we're providing the best potential solutions for where a customer thinks they need to be today and tomorrow. >> Right, and it's really about workloads, right? It's not even specifically about customers. 'Cause you guys still have Google Cloud, or excuse me, SAP Cloud, recently the HANA Cloud platform recently renamed. So, you still have your own cloud if they want their own kind of enterprise cloud that you're going to run for them. Obviously, they can run SAP on their own internal cloud now you're saying they can run SAP on Google's cloud. But it's really more workload and application and use case specific as opposed to a company. >> Yeah, and I think ultimately options for the customer in terms of their particular situation. Yes, SAP will continue to have our own hosting, our own cloud as well. But you also mentioned SAP Cloud Platform. So, there's many, many different ways from a platform as a service perspective, enterprise services that we provide from a SAP perspective running on Google's infrastructure. And also leveraging the Google services that they provide on their Cloud Platform as well. >> Right, another piece that you said kind of towards the end of many, many announcements happening today, is really the developer angle. Every show, we cover a hundred shows a year, and every one is fighting for the attention of the developer, and really trying to cater to the developer. 'Cause that's where the power is. And you want a robust developer ecosystem because that's what moves things forward. So, this is a pretty interesting announcement now that developers can basically download a version of HANA onto their laptop to have an appeal to help them develop more stuff for you. >> Yeah, and I think the broader statement here is we're combining the power of the SAP development ecosystem with the millions and millions of people also in the Google development ecosystem to build solutions for customers. At the end of the day, the power of your offering is really the power of your ecosystem. And it's kind of interesting, being here in a German company actually in Silicon Valley from an SAP perspective, enterprise seems to be the new black right now. There are more consumer brands that are looking at going into the enterprise. And SAP's starting to become more and more an on-ramp into the enterprise for these companies. >> And it's interesting because public clouds, traditionally, years ago weren't really thought of as a true enterprise solution or maybe test but you'd never run your production workloads. But clearly now that's going away. That said, there's a lot of very specific issues that you have to deal with with the enterprise security, compliance, the rules around the world that are different for data sovereignty, etc. So, you guys bring a real depth of experience in those areas to this new announcement. >> Yeah, I think that's the power of the partnership if you think about Google and the public cloud, the scalability, the availability, the reach of the Google public cloud and their expertise in terms of the infrastructure and the operations. And then you combine that with SAP's experience in terms of what works from a governance, risk and compliance perspective. We have an understanding both with customers and their needs. And also working with local governments and the policies that need to be in place. So, I think it's a beautiful combination of the two companies. >> Now, the next kind of big trend that cloud is helping even accelerate more is A.I. and machine learning and you know, we're kind of going to Phase Two of what was formerly known as Big Data and Hadoop and now were moving to a much more sophisticated version of that enabled by cloud. Obviously, Google's got a ton of expertise in machine learning and A.I. You guys have been doing it on the enterprise side. Again, coming together, one plus one makes three? >> Absolutely, this is one of the exciting things that we're also, we've also talked about and announced, that we are partnering with Google to really take machine learning to the enterprise use cases. There's so much information that's going through enterprise systems. More and more information as things like Big Data, and Internet of Things, and social things are bringing information in. This is really, really fruitful area where think there's a lot of collaboration. Also, from a design perspective, once you have this information, how do you expose this stuff to the users that makes sense and really amplify human capabilities when we're talking about all this technology. >> Right, so you're sitting 6,000 miles from Waldorf, 3,000 miles from Philadelphia. How does this change things for you? You said you've been at SAP for a number of years now. You're sitting in the heart of Silicon Valley. What does this mean to you, kind of personally, and to SAP's presence in Silicon Valley to do this partnership with Google who's just right down the road and clearly one of the main powers. >> Yeah, I think it really talks about the importance of SAP's presence here in Silicon Valley. Again, as an on-ramp into the enterprise. There's lots and lots of partners that want to expand their business and figure out how they can bring their services also to the enterprise. It's almost like consumerization of IT if you will. And really, that's SAP's purpose and reason for being here. >> All right, well Sam I'll give you the last word. Great event today. Really exciting but before we know it SAP Sapphire will be upon us. I presume you guys will keep working tomorrow and have something new and special for us in Sapphire. >> Yeah, Google and SAP, we're in it for the long term. This is just the beginning. And look out for exciting announcements coming in Sapphire as well. >> All right, super. He's Sam Yen, I'm Jeff Frick. You're watching theCUBE. Thanks for watching. (energetic, techno music)
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and talk to Sam Yen And also the Chief Design Officer. and really get to know that really shows that the conversation in terms of the investment and spend Right, and it's really And also leveraging the Google services is really the developer angle. is really the power of your ecosystem. the rules around the and the policies that need to be in place. and you know, we're kind one of the exciting things and clearly one of the main powers. Again, as an on-ramp into the enterprise. and have something new and This is just the beginning. Thanks for watching.
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Paul Martino, Zynga Early Investor & VC - Extraction Point with John Furrier
prepare for the extraction point we've been briefed on all the important stories and events in the world of emerging information now it's time to extract the data and turn it into action live from the silicon angle studios in the heart of Silicon Valley this is extraction point with John furrier okay we're live back in the palo alto studios i'm john furrier for the extraction point we extract the signal from the noise and my special guest today i'm excited to have here is Paul Martino who is the founder of aggregate knowledge and also storied entrepreneur in Silicon Valley who now lives in Philly with his family comes out here Paul is known for among other things being a great entrepreneur tech geek loves tech loves to build build startups started one of the first social networks with Mark Pincus called tribe started his own company funded by Kleiner Perkins with his partner Chris law called aggregate knowledge which is booming and doing great and now more famous for being the first round investor in zynga company that is exploding with revenue as Kleiner Perkins said is the of all their portfolio comes in the history more than Google's made more money faster than anybody Paul Martino welcome to the extraction point great to see you John as always awesome to see you first I got to start with your now I forgot to mention that you're actually running a venture firm so in addition to being famous with Zynga you're running bullpen capital so first give the folks out there an update and first confirm or deny you were in the first round of Zynga or not yes the the first round of Zynga there were several institutional investors and several individual investors Morocco me Reid Hoffman were individual investors Avalon Union Square accelerator ventures and foundry where the institutional investors in that first round Peter was Peter Thiel yeah Peter was also an individual investor in the first round so that's officially the first round investors of Zynga we have clarified that and that is now hot on the books but now you're you've been successfully founded aggregate knowledge you know have a CEO running that what's the update with aggregate knowledge yeah so great guy runs that company as a guy you need to meet and have on this show Dave jakubowski aggregate knowledge really went in a direction where all of the focus was on providing data and analytics to the major ad agencies and John John Nelson who started organic one of the first agencies is now the CEO of Omnicom digital joined the board and I said look we got to get a guy who's an ad heavy in here and jakubowski was previously the GM of microsoft adcenter and had a senior position at specific media and we brought him in and he's just been kickin butt our greek knowledge has really really made a significant significant contribution in the area of data and analytics for these major agencies and he was very able to bring in a crew of people know exactly how to run that business so you're a big fan of big data then mm-hmm oh yeah we just had a big special yesterday on Big Data mentioned about it so that's cool we're going to get into a lobbyist I was just kind of get the small talk out of the way here your current role is the founder of bullpen capital right so bullpen to me I'm a baseball not I love baseball bullpen means you go the bullpen for relief right yep thank God close the game out hopefully or mid-innings relief so tell us about what bullpen is it's a special fund as I know from reading talk to you to target an expansion of this new seed and explosive new funding environment Bryce plain force right I'll tell you how we got the name at the end too so here's what happened I've been investing with a lot of the so-called super angels and that's kind of a misnomer because they really are actually in some cases actual small venture firms to I've been investing with a lot of them since they got off the ground Josh Kopelman from first round is one of the first investors in aggregate knowledge mike maples was an early advisor to the company I've known Jeff claw be a who run soft tech since he was at Reuters and with the late 90s and so I've worked with these guys done a lot of investing and we were me and my buddies Duncan Davidson rich Melman were sitting around over summer of 09 doing a little bit data analysis right another big data assignment we realized that as more and more these seed funds got created they were creating an inventory of companies that weren't quite ready to go to the traditional venture guy but we're also difficult to bridge from just the seed guys because the see guys at that time didn't have really big funds so wait a minute you've got some really good companies here is to clarify the for the folks out there seed funds don't traditionally have follow-on big funds like a VC firm right that's what you're referring to yeah they tend not to have as bigger reserve so if a big fun writes you a five-million-dollar check and you stub your toe you can probably get some more money to get through the hardships but a lot of the the new super angel funds or smaller funds and you get a five hundred thousand dollar check and if you need another five hundred thousand dollars it can frequently be very difficult because they make so many investments with smaller reserves yeah and so you've got dave McClure clavey a maples first round capital true ventures made the first round truevision more traditional VC then say dave McClure and mike maples and claw VA they're out doing some really good work out their funding really good company spending a lot of time I know I've seen them working their butt off yeah they need some air support right they need some cover the little bullpen is that that's you come in and say hey for your stars they're going to rise up yep and so that's exactly right so what happens is here's what the analysis we did turned out of their portfolio thirty percent of their portfolios in aggregate quickly are really exciting companies you know and they quickly go up to a venture auction and the guys and sandhill rotor excited about it about twenty percent of their deals you know that they don't like too much it's kind of just floating there yeah that you know the entrepreneur wasn't a fit that team didn't execute that left fifty percent of their deals in the middle which they kind of were too early to tell as Mike maple sometimes says they were in an extended learning and discovery phase they hadn't quite figured out what their models yeah and this de pivoting stuff's going on right now the Marcus changes turbulence so these guys are right and so you look you look at some examples and you go well wait a minute for every zynga that goes up into the right immediately go look at the stories of chegg and modcloth and etsy and quite frankly the in-between round on twitter and for everyone Zynga that you find that just hits it out of the park the right way there were four to five companies that went through that hard intermediate round that it was difficult in the environment where you have only a potentially thinly capitalized seed fund in front of you go get through that difficult point I said guys you need a bull pen and way we came up with the name is I'm involved in a deal with Chad Durbin who used to pitch for the Phillies and now as a relief pitcher for the cleveland indians and he was in our office and we were talking about this idea and Chad said yeah it's kind of like you're building a bullpen for the seed guys I'm like that's exactly right that's the name we got to go with and so fortunately I was involved in in this company called showcase you which is actually cool cited suppose for recruiting for college scholarships for a collegiate athletes right you're a high school student you throw 80 miles an hour left hand it and you're in 10th grade how do you figure out where the right scholarships are so Durbin and some of the Phillies where the original investors in this company called showcase you it's actually a cool company as the combine work out online basically fries for the high school kids and because the high school kids sometimes are in tough geographies to get to you're in you're in a small rural area in Nebraska how do they find out that you're the guy who can throw 89 miles an hour great so I mean this VC market so basically you're referring to with bullpen right now is an innie and you've been in our sprayer so you live through classic you know classic financing your last company financed by kleiner perkins and a tribe i forget who financed tribe yet Mayfield was the lead investor may feel again another traditional VC firm all tier 1 VCS although may feel people are you now is slipped a little bit that's some of their key partners who have slipped away but they've all moved on what you're really referring to is there's a new dynamic of entrepreneurship going on now we're now there are some break outcomes that just need a little bit more time to mature in the old model they just be kind of closed down the VC guy would be on the Bora has just a pain in the ass and you know really not growing and do another round it's they get kind of lazy in a way if they got 10 10 boards are on so with the super angels and the fact that does take a lot of cash to start a company you've got more deals getting done so the the Y Combinator the Dave McClure's and chef claw va's in the mike maples and sometimes SiliconANGLE labs which we're doing here is telling you about right we're funding companies the more [ __ ] is funded a better will you come in as you keep them alive longer just wreck the pivot possibly that's right and so what happens is right now the venture industry is being disrupted the same way the venture industry has funded companies that have rupted other industries they are being disrupted in the exact same way and the disruption happened from below as always happens it started in seed stage now in order for the disruption to go all the way through there need to be companies that come after seed stage investors that have the same philosophy and mentality pro entrepreneur easy terms operating people who get their hands dirty to get deals done you need that in the B stage and in the sea stage and here's what our prediction is John our prediction is a few years from now there'll be a company that comes after bullpen that does series c and series d financing or mezzanine financing but the same philosophy is bullpen and then DST s at the end of that chain and you can imagine building companies that go all the way to liquidity that you got money from maples first bullpen second this unnamed company third and you went quasi-public with DST and you've bypassed the entire venture scheme entirely and the entire institutional public markets complete liquidity wealth creation companies creating jobs I mean this is new paradigm I mean this isn't amazing I mean this is a potentially amazing point in the history of us finance the idea that you could go two billion dollar outcomes by passing not only the public markets on the back side but the traditional venture ecosystem on the front side I mean that is a disruption if ever there was one amen I mean hi and with you a hundred percent the other some people who will argue regulation is if market forces first of all I'm a big believer in market forces so I think what you're doing is clearly identifying an opportunity that dynamics are all lying lining up entrepreneurs are validating it and so but the questions are regulations I mean first of all I'm anti-regulation but as you start to get to that liquidity and some are arguing I even wrote a blog post about saying hey you know basically Facebook's public merry go buddy what do you say to those guys this is the change in the history of this financial asustor we want the government regulating this yeah so my co-founder of both i started bullpen with two really good guys Duncan Davison who was the founder covad was advantage point for years asking them to buy government regulation would go bad i mean what happened then because of the I lack warsi like Wars but only that the some extent covet doesn't exist unless the telco 1994 happens through in some ways a creation of the government to good point it's social right but but think about it the arbitrariness of government as opposed to a well-thought-out centralized plan so anyway so Duncan sometimes uses that phrase you know he talks a lot about the way in which the government you know that the worst thing you can ever hear is I'm with the government I'm here to help right i mean that's about the way it goes but his point around the the the new quasi public markets is money we'll find a way yeah and when sarbanes-oxley happens and it's tough to go public and you're a CEO like Pincus who's running one of the great all-time companies in Silicon Valley at Zynga he says you know going public is not an entrance is not an exit it's an entrance that's that's this quote what why would I why do I need that headache I mean I was just talking with Charles beeler who sold for the hell dorado he sold to compel in one of his investments to dell for over a billion dollars and and 3 para nother firm he wasn't on that one that was sold to HP during storage wars he's talking about the lawsuits literally this shakedown of immediately filed lawsuits you know you could have got more money so this is this public markets brutal no doubt no doubt i think what you're doing is a revolution I'm all excited about this new environment again anything with his liquidity wealth creation with the engine of innovation can be powered that's fantastic look back the startups okay get back to where you're playing yeah the history of Silicon Valley was built on the notion of value add some have said over the past 10 years venture capital has not been truly value add and some were arguing value subtract and then just money so what you're talking about here is getting in and helping me stay alive what's the value added side of the equation mean I know that a lot of these folks like like like ourselves here it's looking angle McClure Xavier and maples and true ventures they roll their sleeves up first round capital right before we can only provide so much it kind of expands right you guys are filling in the capital market side right how are you guys helping out on the value add because a lot of those companies may be the next Twitter right you've got a bridge to finance that's right allow them to do the pivot or get the creative energy to grow and they hit that market if they hit that hit it going vertical you got it kind of sometimes nurture it you guys have a strategy for that talk about the so let me let me give you my perspective on that so I think 10 years ago when you're starting a company the name of the venture firm was more important than potentially the partner on your board ten years later the name of the firm matters much less and it's the name of the partner and it's the operating experience that that partner partner brought to bear and you go talk to the 24 year old entrepreneur verse the 34 year old entrepreneur the 24 entrepreneur 24 year old entrepreneur wants a guy like you or a guy like me on his board he wants have been there done that started a company was a CEO exited it got fired hired people fired other people scar tissue scars knowledge experience exactly and if a good friend of mine who's in the traditional business I'll leave his name out of it he sometimes says the following phrase the era of the gentleman VC is over and what he means by the era of the gentleman VC is over is you know if your background is you were a junior associate who came in with a finance degree in an MBA and it never started a company you're not going to get picked by the entrepreneur anymore in 10 years from now almost everyone in the business is going to have a resume that looks more like a Cristal Paul Martino a mark pincus that you name all the people who we've started our companies with if there's a lot more hochberg with track record certainly with with the kind of big companies in the valley just in our generation yet started with netscape google paypal right now i want to see facebook is and then now's inga either the ecosystem is just entered intertwined I mean for every failure that spawns more success right so that's right that's a Silicon Valley way yeah well a tribe was tribe was a perfect example of a successful failure tribe was not a successful outcome but it was in many ways a very successful way to actually pioneer what became social networking you know investments got made into Facebook as a result of that Zynga in aggregate knowledge were both the outcrops of what was learned to some extent the original business case of Zynga was remarkably simple there is a ton of time being spent on social networks and after you get done finding your buddies and looking at photos what do you do and Pincus is original vision to some extent was let's have games to play and that insight doesn't happen that way unless you don't do tribe and go into the trenches and get the scars on your back and your in your your second venture of our adventure right at the tribe was aggregate knowledge was similar concept people are connected I mean you got to be excited though I mean you know you were involved in tribes very early on all the stuff that you dealt with activity streams newsfeed connections the social science you know the one that one of the nicest pieces of validation of this recently was over in q4 of 2010 seven of the patents that me Chris law Elliot low and Brian Waller wrote got issued now they're all owned by Cisco Cisco bought tribe in the end they bought the assets in the and the patent filings but there are patent filings that go back to 2002 on the corner stones and hallmarks of what social networking really is that we wrote back then that have now issued order granted or sitting in the cisco portfolio and well that's kind of like a consolation prize and that there wasn't a big outcome for tribe it is very validating to see that those original claims on really cutting-edge stuff have been had been issued and I'm excited about that you should be proud i'm proud to know your great guy you have great integrity you're going to do well as a venture capitalist i think you people will trust you and you're fair and there's two types of people in this world people who help people people who screw people so you know you really on one side of the other you're you're not in between you're truly on the on the good side I really enjoy you know having chatting with you but let's talk about entrepreneurship from that perspective about patents you know I'm try was an outcome that we all can relate to the peplum with Facebook of what Zuckerberg and and those guys are doing over there that's entrepreneurship so talk to the entrepreneurs out there yeah hey you know what you do some good work it all comes back to you talk about the the Karma of entrepreneurship a failure is not a bad thing it's kind of a punch line these days I'll failures are stepping stone to the next thing but talk about your experience and lets you and i talk about how to deal with faith for those first-time entrepreneurs out there in their 20s what just give them a sense of how to approach their venture and if it fails or succeeds what advice would you give them yeah well like winning and losing is important part of the game I mean certain companies are going to be successful in certain ones art and if you go and start ten unsuccessful companies maybe this isn't exactly the business for you but that said how you the game is important as well and if you're a high integrity guy who gets good investors and you make quality decisions and let's say the market wasn't a fit you're going to get the money the second time because people said you know I work with that guy that guy really did a good job you know they never got it quite right but this is a guy learn the right lessons so when I'm coaching a first-time CEO and i'm the CEO coach of a couple guys now you know i'm looking for someone who's sitting there going hey i not only want to do this to win and be successful but i want to learn i I want to do this better than no one no one walks in and says I learn from my failure I hope I'm successful I mean you let it go and say hey I'm gonna be successful I want to win failure is not an option but failure happens right i mean you know it's bad breaks that mean but but here is the key less I tell this to all of the entrepreneurs I work with you will not be successful if you're making mistakes that were made by those before you if you make novel mistakes you're in good company right and so only ever make a novel mistake I made a good example this is one claw and I started Chris law and I started aggregate knowledge aggregate knowledge was the original business model was around recommendations and there were dead bodies in front of us there was net perceptions there was fire fly and she was in the office this morning with Yazdi one of the founders of [ __ ] cast with it man yeah so predictive analytics residi what did we do we went out and we I flew out and met John riedle University of Minnesota who was the founder of net perceptions I dug up yes d i got these guys on my advisory board and while aggregate knowledge was not successful in the recommendation business and pivoted into the data management thing we made novel mistakes we did not repeat the mistakes of met perceptions and firefly and so i think that's an important important lesson to an entrepreneur if you're going into an area that has dead bodies in front of you you better research them you better know who they are you better know what happened and you better make sure that if you screw it up you at least screw it up in a way which none of us could have predicted yeah that's the only way you're going to get a hall pass on that well let's talk about talk about some of the hot Renisha of activity saw so you're in that sector where you're feeding the seed the super angels in the first rounds early stage guys and it's a good fit what about some of the philosophies on like the firms out there there's of this to this two philosophies I just taught us to an entrepreneur here you met on the way out a street speaker text and there at seven you know under a million dollars in financing hmm series a yeah and then you got in the news yesterday color 41 million dollars building to win magnin flipboard a hundred million dollars i got this is these guys that we know i mean there are yep our generation and a little bit around the same time and certainly they have pedigree so remember the old days the arms race mentality right when the sector at all costs right that's kind of what's going on here i mean some of the command that kind of money there's actually an auction going on what do you make of that I mean bubble is an arms race so so rich Melman inside a bullpen de tu fascinating analysis he looked at the full portfolio of 28 took about 20 of the best super angels by the way the super angles are all different some are micro vc summer buying options etc so so first off super angel is a weird word but it's everybody from Union Square and foundry on one side first round and flooding but any take the top 20 or so of these guys and look at their portfolios what's amazing about their portfolios is the unlike 10 and 20 years ago in prior tech bubbles there are not 20 companies doing the same thing when you categorize them yeah ten percent are in ad tech ten percent our direct-to-consumer consider but like forty percent are one-offs that is this is I think one of the first times in the history of venture that forty percent of the deal flow is a one-off unique business idea that there aren't 30 guys going to do and I think that the importance of that to what happens in this next stage of the tech boom we don't know what that means yet because back in the day well we need to just we're venture firm we need to disk drive company okay so your venture firm you've got your disk drive companies and I'll 20 venture friend knows if drive out and created the herd mentality everyone talks about with venture yep mean I was an opponent on a talk on here in the cube and I don't think I actually put in a blog post but I called the era of entrepreneurship like with open sores and low cost of entry with cloud computing and now mobility the manure of innovation where you know in the manure that's being out in the mark place mushrooms are growing out of it right and these you don't know what's going to be all look the same in a way so how do you tell the good ones from the bad ones so it's hard right so you have a lot of one you have a lot more activity hence angel list hence the super in rice so so the economics and the deal flow are all there the question is how do you get them from being just a one-off looked good on paper flame out the reality yeah well look in my opinion seed stage investing is about investing in people and I think when big firms trying to seed stage investing there's an impedance mismatch a lot of times because they want more evidence they want to know did the market work to the management then this is this is an early stage venture and am I going to want to go in a foxhole with this person and in many ways the good super angels are instinctive investors who are betting on people that they want to be in the foxhole with and yeah did they do it before do they know how to hire people is the market reasonably interesting but guess what they're probably gonna pivot three times so wait a minute at the end of the day you got to invest in people later stage venture is not you can look at discounted cash flows you can look at mezzanine financing you can do traditional measures but if you're going to invest in two people who have a prototype and need five hundred thousand dollars you're investing in people at that point what do you think about the OC angel is I'm a big fan of and recently was added thanks to maybe out there but even though i'm not i don't really co-invest with anyone else other than myself maybe you guys would bullpen but but if that's a phenomenon you don't have angel list which is opening up doors for deal flow companies are getting funded navales getting yeah a ton of activity nivea doing great job with venture hacks i get y combinator which I called the community college of startups they bring in like they open the door and I mean that an actually good way don't mean that negatively I mean they're giving access to entrepreneurs that never had access to the market right and now you have Paul Graham kind of giving the halo effect or thrown the holy water on certain stars and they get magically funded but yesterday at an event and they're they're packed right I've heard from VC saying I'm not invited because I didn't wasn't part of the original investment class so it seems that Y comma day is getting full yeah so do you see that you agree is there will be an over lo y combinator you know kind of like I've TED Conference has you know Ted they'll be you know y combinator Boston little franchises will be like barcamp for sure I mean look and look at techstars they franchise they'd I was over there with Dave Tisch in New York there's TechStars New York after those TechStars older in techstars seattle there is no doubt in my mind that right now there is an over investment in the seed stage meaning that there is a little bit of a seed bubble going on that's not necessarily bad though because in terms of raw dollars there's not a bubble yet Rory who's over at rafi it smells like a bubble it looks like a bubble but when you look at the mechanic when you look at the actual total dollars it's not a bubble rory who has a hinge recent Horowitz been said that that it's a boom not a bubble yeah so don't be confused it looks like bubbles and booms kind of look together the same right I actually I'm not quite sure I had the exact data right but here's the quick summary if you take a look at venture capital investment as a percent of GDP historically it's been something like point one percent of GDP in the bubble back in 99 it went to one percent something like it went 10x higher right now we're still at point one percent but since it's very much centered around the seed stage investing you see this frothiness in the sea but until that number goes from point 1 percent of GDP back up to one percent there's no real bubble because the tonnage of money hasn't come in yet and so so it's starting but this is what a tech boom feels like the early stages are excitement and lots of ideas and lots of flowers blooming and then the big money comes in because John I'll bet you're your brother and your sister and your mom haven't invested in a tech startup back in 99 video there's no public market that supports seven in a way that's a good and bad star basement yeah there's no fraud going on and most of the companies that are out there whether their lifestyle business or seed or bullpen funded are actually generating income the entrepreneur he has any earlier Mike was saying that he could a business deal so people are kind of like saw the old bubble and said shoot I don't want to do that again I gotta have at least revenue right and so companies didn't seem to start out with cash so you know that because you invested it but you know Pincus was getting some cash flow in the door from day one that's right that company was company was profitable the first day it started basically so talk about you know so I'm with Paul Martino by the way with bullpen capital entrepreneur wrote the patents on social networking which he sold the cisco when they sold the company now with bullpen capital huge dynamic you're a company out there this is exactly the positive dynamic you want to see because mainly you know dave mcclure jeff clavier mike maples have been kind of getting their butts handed to them in the press about super angels not having the juice to kind of go anywhere and it's been kind of a negative press there so you know this is the kind of void that's been filled by you guys to show the market that look at this there's a road map here so even though that the McClure's and clubs don't have big funds that there's a path to follow on financing so that the vc's can't shut them down and i've heard some pc say that so a lot of traditional venture guys would like to say that you know this little disruption we nipped it in the butt and it stopped after the seed stage but that's not the history of disruptions the history of disruptions are they start from the bottom then they get ecosystem support and then they grow and they disrupt the incumbents and I think we're halfway there so so the Angel gate thing that Arrington reported on was interesting because you know essentially what happened there it was a lot of him fighting Ron Conway I was not happy you can't be happy about competition I mean this is competition that increases prices right so you know in the short term prices have been inflated on valuations true or false that's true but but but I think I think the whole way angel gate was reported was absurd the most Pro entrepreneurial venture people perhaps in the history of the business are the guys who were supposedly at those tables I mean mike maples Jeff claw VA josh cop and Ron Conway fired his guy that was there I I understand suppose again suppose a key are right these are the most Pro entrepreneurial venture guys in the history of the business so I think that turned into something that it never was yeah well I mean that's the thing you know good for content producers who want page views I got to create some drama and you know as you know SiliconANGLE doesn't have any banner ads on our site quick plug for us we are motivated by content not page views so thanks for coming in today no but seriously I mean there's a there's a black cloud over the super angels has been since Angel gate I've heard privately from VCS that super angels it's been kind of a scuttlebutt they're misaligned just rumors I completely overblown and you know their business model threatens the incumbents and you know someone needed someone needed a piece of fodder to start a you know start a techcrunch discussion right there's no doubt that the market is need in need of a new ecosystem for the early stage because individual angels traditionally were wealthy individuals but now you have people with more experience like yourselves and entrepreneurs from google and facebook etc coming out and doing some things okay so next topic more on a personal kind of professional note k last final question is I know you got to run appreciate your time you're a technologist a lot of folks don't know that you're hardcore computer science guy and our model southern angles computer science meet social science right in your wheelhouse so with that just kind of final parting question what gets you excited technically right now I mean I'll see you have roots in both comps I and social Iran Zynga's early investor roster you got a bullpen capital you're looking at a lot of deals outside of that you as a computer scientist geek mm-hmm what gets you jazz what do you see in the horizon that's not yet on the mega trend roster that kind of you can't put your finger on it truly we might really get a good feeling well so I think you'll be disappointed with this answer because I think it's now cross the chasm to start being one of those mega trends it's called consumerization of enterprise and that's now the buzz word for it but what is it really mean and why do I think it's for real look you've got cool self-service applications for everything you can go do home banking by logging into a portal you can go to an ATM you can go do these things but you know go bring a new laptop into your big stodgy fortune 500 company and you know it's like getting a rectal exam right you know we got to install this we got to give you this private key yet that's TSA it writes like going through TSA exact idea that IT inside of big fortune 500 companies is going to stop being this gatekeeper to new technology I think look how long do you think it'll be until pick your favorite fortune 500 company the IT people know how to deal with the ipad 2 but how many people bought an ipad 2 into the off already everyone and so this to me is going to be the big next deck the next decade are going to be self service offerings for the enterprise getting around a very frustrating gatekeepers inside of you know the IT department etc and that's going to lead to an awesome boom of everything from security to auditing to compliance etc that's the convergence question Paul Martino my friend entrepreneur great guy venture capitals now on the good side helping the seed Super Angel micro VCS great to have you consumerization of IT that hits the cloud mobile social it's everything so that I was buzzword compliant on that great job great to have you know you're busy got to have you in again thanks so much for time that's a wrap thank you very much great thank you John
**Summary and Sentiment Analysis are not been shown because of improper transcript**
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