>> Everyone, welcome to this special CUBE conversation. We are here in the Palo Alto studios of theCUBE. I'm John Furrier, your host here with Rehan Jalil, former president and CEO of Elastica, here to talk about the People First network and his approach and experiences and his entrepreneurial journey. Rehan thanks for joining us. >> Thank you so much. Thanks for inviting. >> So we were talking before we came on. You have a great entrepreneurial journey. It's a great podcast up on the Mayfield.com website. Really a good story about what you've done. But you had a lot of different kind of experiences through your progression journey in entrepreneurship. You had some failures and some successes. And certainly now with cloud security hot, I'm sure you're probably go into another one. But what it's like right now for you? You just left Semantic. You're kind of out on your own. Are you clipping coupons? Going to go to the beach and hang out? Are you working on a new startup? What's happening? >> I think there's a lot to do. Frankly for me it's very important to actually understand some new problems that needs to be solved. Especially there's so much changing with AI and all the intrusions are you're seeing and breaches that are going on. There are new problems to solve and that's where my head is. I'm not going to take too much of a break. I'm going to get going. >> Yeah you seem to get it going. And that's, most entrepreneurs do that. Let's talk about some of the experience you have. And one of the things we were talking about, before I got my cameras out, back in the old days when before internet, broadband wireless was hot, you get a startup around Wimax, which was early days of broadband wireless. And then you had some failures that successes but didn't work out. Then you had another wireless startup that was successful that became part of that 4G movement. This is an example of being correct in the thesis but you picked the wrong door to go through. Talk about that journey because I think that time in history, this was around 2001, 2002, 2003 timeframe. This was the internet was growing. Wireless, we didn't have the phones we have now. Obviously it's smartphone in 2007 years later. This was pre-mobile boom. This was the beginning of the shift to broadband, true broadband. Now we see it everywhere: LTE, 5G's around the corner. This was a pivotal moment, but for you, you were as an entrepreneur, you had the right decision, broadband wireless, but it was shifting. Feels like cloud today but I want to get in touch here. What did you learn? >> I think they were two very different companies. The mission of the first company which I joined as an employee, the first company, which was to take the high speed internet to the masses. In US and some developed world, they were DSL and cable kind of first coming up, but that infrastructure did not exist in the rest of the world, and the mission was that if we could take same level of high speed connectivity and enable it for the rest of the world, it'd be really cool. And this is back in the day. So thesis was right and hence I joined that company. And it was a lot of fun. I learned a lot. But I think one thing you have to realize, even in those times, to do such a massive project and to go against some massive incumbents which exist in those ecosystems, the differentiation has to be extremely high. And to create differentiation on the radio side of things is just very difficult. And I think so, and of course at that time, the economy took a bad turn and that company didn't have some significant big outcome. From that learning I evolved a thesis that this technology needs to go mobile and this is again pre-iPhone times. It was Blackberry times. So if you were to go talk to investor and say look the world is going to look like when we will have internet in our pocket, the people would smile at you. It's like what are you talking about? So even raising money for that was not easy and that was my first company that I started myself called WiChorus. And these there was what if you could have DSL-type connectivity and literally all internet's power in your pocket. But the learnings from that first company were that if you go try to do that in straight in the wireless side of things in a telco environment, the competition is going to be significantly high. >> The scale, the presence, the market power they have. >> And the purchasing side. Most important is the purchasing cycles. People take time. Even if you come up with something really compelling, by the time it's going to be getting deployed, somebody will catch up to you. >> I mean just think about the time. This is a time for the folks watching, if you're younger or even older like my age, think about it. To actually have a phone in the car and surfing the internet didn't exist. I mean you could barely get email just through a lower latency and a lower bandwidth internet tower. They didn't have the broadband. And so today we surf, watch movies in the car. This was pre-broadband. So I remember a time when we were testing one router, it's like look it we're getting a ping back while we're driving down 101. That was like a miracle. Now it's standard. This is when big shifts happen and a lot of people are comparing that kind of environment to what we're seeing with cloud computing now. You're seeing Amazon Web Services, 26, 27 billion dollar run rate from just 47% a year. Google with great technology and now entering in. Microsoft pivoting to cloud. Those are big players and startups are now trying to figure out what you learned and how to not get in the way but also draft off the momentum. What's your view of this and what advice do you have for entrepreneurs that are out there because this is the number one question that I hear and I talk about entrepreneurs, either behind closed doors or on theCUBE. >> I think it's a blessing to have actually some infrastructure like that, but if you don't do it right it could be a curse. What I mean by that is that you have to leverage something that is available to you and not trying to kind of reinvent, do something slightly better. So I think on the infrastructure side, you have to be very thoughtful on where you could potentially play. And we're frankly some of the big players like AWS or Microsoft and perhaps Google is going to be basically wanting to actually play themselves in that area. However having said that, but the ecosystem and the layer of services that is made available, it's actually a big, big blessing for startups because all the value creation is kind of moving up the chain. And if you leverage that, then the cost of building startups and cost of doing new things is kind of gone down. So we did something very similar with Elastica, which was all about security for the cloud from the cloud. And if we didn't have that infrastructure and the layer available the amount of money that would have required would have been significantly higher. >> So the cloud gets you scaled up, leveled up quicker. Faster to go to market, more agile and dynamic, and then you could wrap IP around those old tasks of provisioning servers. >> There's plenty of intellectual property that first you can put on top of it but in a verticalized fashion. At least for Elastica it was very much kind of a vertical solution of security for the cloud in SaaS applications itself instead of trying to redo your own servers and server stack and our mission. I mean things that are available, just make use of it. >> So you guys were successful with the cloud and you sold that company to Symantec. What year was that? >> Actually it was 2015. We sold it to Bluecoat. And the Bluecoat got acquired by Symantec but then Bluecoat management took over Symantec and that was hurried. So we had like two acquisitions back to back. >> That's nice. It's a good experience. So I want to, before we move on to some of the things that are more personal, I want to get your take on an entrepreneurial dynamic that a lot of successful entrepreneurs take and I want to get your reaction to. Most entrepreneurs are very optimistic. They see the opportunity recognition. They go for it. They're persistent. But they're also in discovery mode to validate their thesis and always kind of self-aware, but there's always the fatal flaw out there that potentially could be there. We talked about broadband wireless, directionally correct, good concept, its fatal flaw was the incumbents. How do you in essence debug a startup venture, venture architecture or venture plan because if there's a fatal flaw in there it's like a bug in software. How as an entrepreneur do you debug that? I mean in your journey as you've had successes and you learned from some of the things that were teachable moments for you, is there a debugging formula? How would you react to that? How would you explain to entrepreneurs? Because that's what they always are naturally doing. Where's the fatal flaw? Where's the fatal flaw? >> And it's I think extremely important. Firstly, the intellectual honesty in setting your own direction is very important. You certainly have to have the aspiration to go do something and have that initiative to go do it, but at the same time setting direction is the most important thing or keep tuning the direction over time is actually extremely important. And then there is no one answer. The key thing is that if you're going to be building something, you have to see if there's going to be a big market for it. That's the first thing. And then when you're going to get there, how the adoption is going to be there. Would you have advantage in adoption as compared to incumbents if they get there? So I think you have to have a thesis because you just can't always project the right way, especially in the enterprise side of things. And if you can actually crack that code, and then if when you do offer this to the market, is it going to be easy to adopt? Easy to accept by the customers? And would it have some kind of an effect of quick movement? I think you have to have all those right. And some trend, if it kind of gives you support. Like when we built Elastica, there was thesis the cloud is going to take over. The SaaS is going to happen. >> That was a tailwind for you. >> So it was a tailwind. So it happened interestingly at the times when we had the product. Same actually happened for WiChorus interestingly, with a thesis that the need of very high speed internet to a mobile device, this is pre-iPhone times, would happen and luckily iPhone came on in around 2007 timeframe and we had the product which telco's would have needed and the iPhone came along. And we ended up building one of the first 4G networks along with ClearY in southern California. So I think all these things kind of have to line up. The market timing, your strategic advantage, your acceptance, all these stuff. >> The self awareness is a great point. Also having versatility and having the skills to flex because to get all those things right you're kind of juggling. And that persistence. Okay I got to ask you about People First. What does People First mean to you? >> At the end I think frankly that is the core, core of startups. And we've been kind of lucky within Elastica. Our main reason for success has been that the team that we ended up having and building over time, they not only had actually very good, diverse skill set because Elastica required very diverse skill set from networking to cloud to AI to all those. But the chemistry between the team was also quite amazing. So I think if you understand that not only the people and the company and the dynamics within them is going to be, which is going to be required, then you start paying attention to the culture that goes along with it. So the culture of executing as well as doing it with kindness and humility along the way. >> Sharing your experience, the journey together, co-creating, kind of creating that superglue in the culture. That's super important. What have you learned over your journey around the where it's worked, where it hasn't cause a lot of people are trying to figure out that people equation, and it's people they really if they sincerely believe they want to do it then but sometimes people don't know the playbook. Is there a playbook or people just go by their gut? What's your advice on in terms of hey I really want to get my people equation right. I want to get that right. We have a mission, you share that mission. What are some of the things that entrepreneurs and companies can do like immediately that's easy to get going? >> I think being is communication. And upfront I continue to start communicating not just in words, but in the things that you do yourself. Because it's not words don't count. How you actually deal with people and how you should treat them and how you actually collaborate additionally really matters. And that actually is the driving force of actually starting a culture I would say in place. And then if you observe anything that aren't working out, communication is going to be the key. You openly communicate and do it in a way that it is not a hostile environment. >> I love your history. I love your background. My personal family as a family of immigrants has come to the United States. You have a very immigrant story. Andy Grove was an immigrant, founder of Intel. I mean Silicon Valley is born, entrepreneurship is indiscriminate. Entrepreneurs are who they are but you have an interesting story where you came from, how you came to Silicon Valley. Tell that story. >> So I was born in Pakistan. My parents were born in India so they migrated to Pakistan which just happens to be that I came here for studies. Interestingly I didn't know much about Silicon Valley to be honest and I happened to have a job in Sun Microsystems that happened to be in Silicon Valley, but when I came here it was kind of a blessing. This is exactly where I needed to be because even when I was going to grad school I had the aspiration to actually go do something on my own but I didn't know how. And when you come here to Silicon Valley, the people around you and the friendships that you create here and the relations that you build here and what you learn from the other people is actually quite amazing. So I feel very blessed. >> And it really is a special place and you have to kind of understand that vibe and culture. I want to ask you a personal question. A lot of entrepreneurs think they can go to business school and get an entrepreneurship degree, and some do, but I always have that debate. You're kind of born with this kind of my philosophy. Some people might debate that. It's always a classic debate: are you born with it or can you learn it or both. Some people know their entrepreneurship early on. Some figure out like me when I'm in my 30's. That's when I kind of figured it out that I have that entrepreneurial talent looking back at some of the things I did. When did you find out that you knew that you were entrepreneurial and wanted to build stuff on your own and this is who I am as a person. What was that moment like? >> I think very early. I didn't have any doubt. This was undergrad times back in my undergrad school in Pakistan. I think I just knew that I'll be doing something on my own and that's exactly what I wanted to do so how I would do it, what time it was going to be, I didn't know any of that. But I had some belief in my mind that I'm going to basically build some things and build business around it. So it was quite early. >> You were lucky, got some time. And when you came to Silicon Valley, what were some of the things you did? Was it like a oh my God this is an amazing place or did you have to do some networking? What were some of the things that you did when you first came in to really kind of get in to that groove swing, entrepreneurial groove swing? >> This is one of those times when Sun was, is an amazing place. I ended up at Sun Microsystems and the people there were unbelievably talented. They have all kind of talented people there. >> Very entrepreneurial. Two coming out of Stanford, Scott McNeely, all the early DNA was very entrepreneurial. >> Exactly. So I think that was again a place where you could learn a lot not just in technology but actually how to solve problems, how to understand customer problems that you could solve and build new technology on top of it. And I didn't stay there that long. Within a couple of years, I decided that I need to go basically join a small company where I could do more things beyond just designing one aspect. I was building microprocessor designs. Instead of just doing that I could do other roles also. So I joined the broadband wireless company after that opportunity. >> As an entrepreneur, one of the big decisions is who are you going to marry in terms of the VC or partner, financial partner. It truly is taking on a new partnership and that's a big struggle and I think we've seen the programmer culture certainly amplified. It's just recently passed decade where everyone wants to go for the big valuations and like wow look it, I only sold 15% of my company and raised ten million or a big number, look how great it is. But then you realize that when they come to board meetings you got them a good valuation but they may not be receptive on the other side. So there's a dynamic in fundraising early on, not just market selection as a venture but partner selection. Talk about how important that is, how you handled it, and advice for people thinking about selection of a financial partner. >> In technology companies where you have to invest a bunch in R&D early on, you do need money. It's just the way it works. But money is not everything because right now at least, today, money is kind of commodity. You can actually raise from many, many different sources, many different VC's. But one thing I've learned within the startups is that any and all startups will have good times and bad times, will have doubt in a strategy and will have conviction. And when those times are not so good, you need people who you can just go talk frankly without having to worry about it and without getting judged along the way. >> Trust. >> Trust is the key. So I think you pick people essentially based on how much you actually trust them, especially very, very early stage startups. And then as you go along, perhaps things change over time because over time if the company's scaling you may need a lot more money. But I think again people first. You want to partner people you can actually trust. >> In that hard conversation sometimes, you want to be self aware and that's always step one but two, vulnerability and then partnering with a financial partner that's going to sit on the same side of the table at the right times and maybe on the other side to be a counterbalance at the right times. And also when you need more money they got to help you sell the next round too. There's a lot of things that they have do to, and the dynamic is critical. And you've had success with that. >> So far it's been a success. >> Well what's the big thing happening right now in your mind, just to kind of take it forward now as we look forward. You see a lot of cloud computing. You got a great experience with cloud. You've been successful. Cloud security is really hot. What do you see as opportunities in the cloud space now that you got your entrepreneurial 20 mile stare out, they're looking for opportunities. I'm sure you probably mean more security space but in general as an entrepreneur, what do you see as things that people can go after markets? >> In general I sit on the enterprise side of things. Anything that simplifies work and automates it, whether it's using AI and whether they're using other technologies, software technologies, I think that space is going to grow more because the horizontal layers where you have big data platforms and you have infrastructure providers, I think they are doing a great job in integrating the system, but now you're going to see a lot more verticalized solutions based on machine learning and AI and automation. I think we're going to see a lot more of that. There's plenty of opportunities. >> It's super early. Do you agree with that? Great, well thanks for coming in the CUBE conversation. I appreciate this part of the Mayfield People First conversations. I'm John from theCUBE. We are here with Rehan Jalil, former president and CEO of Elastica. Successful serial entrepreneur about to embark on his next adventure. Good luck and I'm looking forward to catching up. >> You know, thank you so much for inviting me. >> Thanks for watching. This is the CUBE conversation People First network. I'm John Furrier.

(techno music) >> Narrator: Live, from Barcelona, Spain, it's theCUBE, covering Cisco Live 2018. Brought to you by Cisco, Veeam, and theCUBE's ecosystem partners. (techno music) >> Okay, welcome back everyone. This is theCUBE's exclusive coverage. Day two. We're wrapping up the show here at Cisco Live 2018, in Europe. We're in Barcelona, Spain. The past two days we've been here. I'm John Furrier with Stu Miniman, talking to the most important people at Cisco, the top executives, some developers, and really kind of getting the lay of the land. It's the first time theCUBE has been at Cisco Live in its existence, so it's great to be here. Stu, Cisco Live, a lot of smart people. So it's great to have theCUBE. The Cube fits beautifully with Cisco Live because you've got people sharing, you have great, smart networking guys, but they are also doing applications. This is really an awesome opportunity because this is like the perfect storm for Cisco. This is an opportuity to galvanize their base, grow them into the new talent to move forward in this cloud edge world, where the network needs to be more intelligent. This is your wheelhouse. You have been covering this for a long time. >> So, John, yeah, I was looking forward to this. It's been years since I've attended Cisco Live in person. There is a term we haven't talked about a lot this week, but I think it fits. It's the digital transformation. And Cisco is in the midst of this transformation. I said in our open on day one, my barometer was going to be, look how is Cisco doing becoming a software company? Of course, things like IOS have been in the guts of what they did from networking, but being here in the DevNet Zone. DevNet, Susie Lee's team, really helping to drive some of that transformation. We had a great conversation with Rowan talking about the future. Talking about apps. Talking about so many of the different things that Cisco is doing to not just be boxes and ports. Hardware still an important piece. >> Yep. >> I'm actually concerned that maybe they have a little bit of that hardware holding them back a tiny bit because Cisco has skills there. They have lots of expertise. It might be mostly software, but even when they talk about things like collaboration there is hardware underneath a lot of that. >> Stu, Rowan Trollope, who is the SVP, general manager of the applications team, is the rising star. He is being promoted, and watch. This is a signal from Cisco. They recognize it. So, we heard from Andy Jassy at AWS re:Invent, there is the old guard meaning, they are talking about Oracle, and then the new guard, trying to obviously position themselves as the new guard to carry customers into the future. Rowan Trollope, on his keynote yesterday, who the big story cause the CEO wasn't here. He was the lead dog. So he's getting promoted. He was telling about the future. So the question I have for you is, as an analyst, is Cisco an old guard, or are they a new guard? Or, are they moving to be a new guard? What is your opinion? >> Yeah, too soon to say. Cisco was one of the four horsemen of the internet era. Absolutely, they should have a place going forward. But look, they're not one of the big public cloud providors. They don't sell a lot to the hyper-scale players. But, they have a very strong position in a lot of places. Still dominant in traditional networking. Do very well in collaboration. Have a lot of software pieces. They have made a number of acquisitions. The telecompany we had tracked before doing well inside of Cisco. AppD, lot of buzzwords going on. We got to learn a bunch about Spark this week, John. Heck, even little tidbits I got. There is these two colored globes sitting behind you. It's like, oh, it's Alexa apps. And there's been people doing developer labs this entire week. So Cisco, part of helping to educate and do that transformation. Other companies, like Pivotal, is a partner. Lots of partnerships. And not just the traditional infrastructure companies, but we heard about what they are doing with Google, with Apple, and others. So, I'm not ready to anoint Cisco as a winner in the new world. But, if multi-cloud, which I'd love to get your take on, What you think with the multi-cloud strategy is. But, Cisco at least has a right to be at the table. They've got strong customer relationships. Strong in the enterprise. Strong in service providers. >> But if Oracle is an old guard, then why isn't Cisco? I mean, Oracle is plumbing. They have these database deals. They're not going anywhere soon. So, you can make an argument that Oracle is not going to be displaced anytime soon, cause they have the massive deals. But a lot of people will say, and we even said, that Oracle's relevance is waning with new database growth happening outside the proprietary database. So, is Cisco relevant? >> Yeah, John. It's a good question. So for one piece, if you say okay how are they doing on the transition to becoming recurring revenue rather than boxes, they still have quite a ways to go. They are not far enough along that journey. But, my measuring stick was how much are they a software company? How much are they an infrastructure company? They're kind of straddling the line. They are moving up the stack. More than some of the other initiatives in the past. It's taken hold. Thousands of people, so I give them good marks, John. What's your take? >> I mean, I don't know. I think, here's my take on Cisco. Cisco knows the networking. You can't, like I was saying with Oracle, they're not going anywhere. No one is going to rip out Cisco and replace it. There's nothing else to replace it with. I mean, there is no other competition, really. The competition to Oracle, I mean Cisco, is not being on the right side of history. So to me, I think Cisco should be worried about one thing, making the bet wrong on architecture. So, they own the network. The other thing that people don't know about Cisco, that is a competitive advantage is, they know the edge of the network. They have been doing edge computing since it existed. So, okay sending it out to IOT is not a big deal, in my opinion. I think that is going to be an easy get for Cisco. Extending it to wireless, they have that with their deal with Jasper. That's interesting. That's going to be a game changer. But that's not going to be their problem. Wireless, human, cars, that's the new edge. That's just an extension for Cisco. That is a major advantage. So competitively speaking, I think that is a real point that they are going to really nail home that a lot of people don't understand. The second thing is that their DevNet program is showing that they're upgrading and advancing their capabilities up the stack and bringing along with them their entire developer consistencies, which were essentially network engineers. So, they were once the rock stars, those network engineers, of any enterprise. You go into any enterprise you say, the network engineers, they ran the show. Now, the threat is coming from alpha perspective from developers. So now you have this kind of dynamic going on Stu, where the network engineers need to move up the stack to meet the new developers, and that is where the rubbing is going on, right. That's where the action is. That's what DevNet's doing. They're doing a masterful job, in my opinion. They are not over driving, not overplaying their hand. They are in the cloud native rule with DevNet Create. So I think their best move is to just continue to march down that path, but they got to own the IOT edge. Without the IOT edge, Cisco could crumble. >> Yeah, so a couple comments on that, John. One, IOT, Cisco started messaging IOT really early, and they've gone through a couple of iterations, so that what they're talking about IOT wasn't what they were talking about a few years ago. I like their story much better today. Absolutely, both from a wireless standpoint, they have got the hardware gear like Meraki, they talked on stage. From the software standpoint, like Jasper. One of the areas we got feedback from the community, John, they are talking about containers and Kubernetes, sure. They're not involved with serverless yet. And that is a blindness. Is it something that the big public cloud's are going to do there? >> Well I have an opinion on that. >> They're, I'm sorry? >> I have an opinion on that. >> Okay. >> Cisco is running billion dollar partnerships. They're doing billions of dollars in revenue. So I think you can't really judge them there by their participation in these open source projects yet. I think they've got to bring something to the party quickly. I think it's too early to tell, I would agree with you on that point. On this piece, they've got to go to open source. And they've got to figure out a way to do it in a way that is not distracting from the core mission. If I am Cisco, if I'm advising the CEO, I'm like, march with the network as the value, maximize the software play, and don't blow off open source. They cannot blow off open source. Are they brilliant at open source right now? Outside of Lew Tucker, who do we see? >> Look, no. I mean, from a network standpoint, Cisco has been involved across lots of projects, not just open stack containers. We've talked about what they are doing with Kubernetes and Istio. >> Give them a grade, open source, give them a grade. A, B, C, or D, or F? >> You know, I tell you at least a strong B. >> Okay, that's decent. >> Yeah, I mean look, they are not monetizing open source. They're not rallying around the flag. They are doing great with developers, which John, I guess we say, is it contributing for contributing sake or how does it fit in the business model? We did a couple of interviews here where it said, no open source, we're not negative on it. They're not pushing against public cloud. They're not against these things. It just doesn't fit as much into their environment. >> I think the multi-cloud thing, well getting back to you're question about containers. So containers are being commoditized. Red Hat just bought Core OS. Docker's Docker. Docker's got a business model challenge. We've reported on that, Stu. And we're doing a feature report on it now. And so what are they going to do? But still, container is a goodness. People like containers. Is it super complicated? Not really. Is Kubernetes strategic and important? Yes, that's obvious. So the service mesh is interesting to me. And I think the net devops positioning that they announced here, Cisco is bringing this devops culture to the networking world. They are kind of creating a new devops ethos at a networking layer. I think that's going to be a really, really big deal. And that is either going to be a go big or go home situation. It is either going to work like a charm, or it's going to fail miserably. So, what do you think? I mean the smell, it lines up with Istio, it lines up with Service Mesh, programmable infrastructures, managing micro services. I mean, it kind of hangs together, Stu. What do you think? >> Yeah, I mean, John, it goes along with the whole trend we have been seeing. The people that were managing the network can't be managing devices, or even groups of devices. Intent based networking is one of the big items coming into here. It's how do I let the machine learning, the programmability help me in this environment because it is only going to get more complicated. The edge you talked about is critical. IOT keeps growing. And it's not something that people alone can do, it needs to be people plus machines. And I've seen nice maturation of how Cisco does this. Cisco, to be critical on Cisco for the last decade, is thy have thrived in complexity. And I think they are trying to get over that some and shift their model to more of a softer model. >> Well, Stu, I think you nailed that this. So here's my take. Software model allows them to scale. With machine learning, they can do what Facebook and Google has done. So if you go to Google, for instance, how they manage their data center, they have site reliability engineers. They have changed the IT model to scale the number of machines that they have. The number of devices that are coming on the network cannot be physically managed by people. So this means machine learning and software has to automate. That is Cisco's opportuity. I'm not seeing it clearly right now, but if that's what they're talking about, that to me will be the tell sign. If Cisco can create a site reliability engine, like what Google did for networks, that's a game changer. Alright Stu, final thoughts. Let's go through, let's riff on what we saw here. Obviously Barcelona great city. The weather's been phenomenal. It's been really great. Good food, good tapas. But Cisco, good vibe. Cube in the DevNet Zone, it's been really interesting to watch. People love the labs. It's very chill and relaxed, but very active. The keynote looking forward, not looking back. Notable point, the CEO wasn't here. So that to me-- >> It's the end of the quarter and he was just at Davos, and there is a bunch there. He didn't come last year either. >> John: Okay. >> But Chuck will be at the Orlando show. Hoping we'll have him on theCUBE when we go there. We're going to be at the Orlando show. We've got theCUBE at the DevNet Create show again. And John, chill I think was the right word. And part of me is wondering, is it because we are here in Barcelona and it is just a relaxed atmosphere of a city. I've really enjoyed it this week. Or, network people, it used to be a little bit uptight. I mean, it's the risk and fear are things that kind of ruled in networking before. And people seemed a little bit more chill here. >> Pros and cons, Stu. Or observations that were good and not so good? Observations to me were, on the good side, was a lot of activity in the DevNet Zone. A lot of energy in the hallway, and in Barcelona wise. There was a lot of European flavor. The signal I thought was good was the keynote was packed. You and I thought it might be empty, right. But people strolled in. They packed every seat. The other area is that you can just tell people were interested in the new direction. The critical analysis to me would be, I didn't hear enough data driven. I want to see more data driven, but I didn't want to hear AI is changing the world. I want to see real, practical examples of data-driven impact to data center and I wanted to see more meat on the bone on multicloud. Because I didn't really see much there, I just heard about it. It was almost like a, "we're going there," not a lot of data driven, not a lot of multicloud. Outside of that, I thought it was really, really a great conference. >> And John, we had some phenomenal guests here. So on the data driven piece, Michelle Dennedy, the Chief Privacy Officer, really good piece and she said, oh, you guys are missing it if you didn't hear the data-driven. And she drove home in the interview with us how Cisco is involved there. So, John, there is a lot going on. Cisco is a big company. Big show. There is a lot we are not going to be able to get. Reaz Rehan, got the IOT piece, seeing some new players. Really helping to shift along this transition. Love Susie Lee's discussion about the four year transformation that we are talking. And Rowan, strong executive, good bench at Cisco. Stock has been up, like most of the tech stocks the last few months. >> I mean, we forgot to mention that, good point, Stu. New sheriff in town on IOT, that was a great interview. Again, Susie's at DevNet's hit a home run here. She's got a great group she's developing. Awesome stuff. >> So last thing, John. If Chuck Robbins gave you a call and said, Hey John, I've got that 10, 20, 30 billion dollars that I might be able to play with. Any final advice for him? >> I would really sure up the collab stuff. I think there is a distraction there from the sense of that I get why its developing. But if you use WebEx or all these tools, you're biased. You don't understand, it's the tools you use. You're just going to use it. I think that is a great data. And I think that the collab apps, if you look at it not as a software play, but as an IOT edge device, data-driven device. That's a good play. So I like the direction. I would throw a lot of dough at the collab and make that an IOT edge feature. Cause they can cross connect great data from WebEx to Spark. And I think Spark feels like an app. I want to see, it's not an app. It's a platform. >> Look, it's a messy space. Who leads in those spaces tends to be a lot more the consumer companies that did this. Cisco killed most of their consumer stuff. Then they did, after they had Flip in the set top boxes. So very different Cisco. What assets do they have? >> But to answer your question, Stu, what I would say, I would say Chuck, own the edge. This is a strategic imperative. I would throw the kitchen sink at owning the edge of the network. That means from the core to the edge, and I'd push that edge all the way to the wearables. All the way to the implants in your brain in the future. Own it end to end. Lock that down. Make it dynamic. Make it programmable. That is a holy grail moment and to me, lock it down. And everything will fall into place. You'll have cloud traction. You'll have app traction. Everything will happen. >> And they don't need to be the owner of the public cloud to be successful in what you said, John. So good strategy, I like that. >> Alright, theCUBE, with all the strategy for the CEO, Chuck Robbins, who's watching. Chuck, good to see you. Thanks for having us at Cisco Live. Stu, great analysis. I want to thank all the guests, thank the crew here. Tony Day and the team, and Brendan and Brian, great job. And all the people back home at theCUBE network and theCUBE network operating center in Palo Alto and Boston. This is live coverage. This is our wrap-up from Barcelona, Spain. Cube is calling it a day here at Cisco Live 2018 in Europe. Thanks for watching. (techno music)