(upbeat electronic music) >> Live from Las Vegas, it's theCUBE covering AWS re:Invent 2018. Brought to you by Amazon Web Services, Intel, and their ecosystem partners. >> Hi everyone, welcome back to theCUBE, we're live in Las Vegas for AWS Amazon Web Services re:Invent 2018. It's the sixth year of theCUBE coverage. Two sets wall-to-wall. Day two of day four, day one of our broadcast, two more days, wall-to-wall coverage. I'm John Furrier, your host. Our next two guests are from Druva. We've got Jaspreet Singh, CUBE alumni, founder and CEO, and Mike Palmer, chief product officer from Druva. You guys are in the middle of it, welcome to theCUBE. >> Thanks very much. >> Thanks for coming on. >> Thank you. >> Good to see you guys. I want to get into it because I just had another guest on earlier. We talked about the holy trinity of infrastructure has been compute, networking, and storage, right? Those things are not, those are evolving, now they're coming together and they're changing. You get a lot of compute here, you can do more storage there, you got networking. We're expecting to hear a lot of announcements about connectivity. But the new dynamics of the infrastructure really encapsulates why cloud's been so successful. Okay great, cloud's great, DevOps, microservices. Check check check. We all love that, we believe it. But the big thing that people, I won't say be blindsided by, but aren't talking as much about is just the impact of data. Okay, you guys were out early on it, you saw the architecture in the cloud. Are people finally getting it? The cloud and data are coming together architecturally, thinking-wise, impact to customer. You guys started attacking that problem early on. What's your vibe here at re:Invent about the role of data and cloudification? >> Sure, I think if you look back and understand why cloud happened in the first place, right? So if you look at Amazon itself or AWS, it's Amazon's retail API is applied to everything IP. Where you could, we could buy and consume services on a price point across the globe as APIs. And now if you fast-forward, the right decide the compute, network is all coming together, the new realm of self serverless computing, all these turns are pioneering more and more increased data creation. Either in the data center, at the edge, or in the cloud. And unless you do something more holistic, sort of manage it, to protect it, to manage it, it's getting harder and harder to put your arms around the data growth. And cloud is a great answer to the whole data management, or the whole creation and management of data, given that the traditional systems are not very, very defined in the way data is going. Data used to be in Oracle, and VMware, and Siebel Systems, and everything else, now it's more image sensor, media text, apps which have been created. The new realm of data is very hard to put arms around with traditional routes of putting in the box in the middle of data. That's why the cloud is key to it. >> On the product side, you guys have been attacking the data. Amazon's expecting to announce here, they've done some pre-announcements, the role of consistency. It's something that we've talked about on theCUBE in our studio and at events. You guys have been on this from day one. Cloud operations on-premises, and the cloud should look the same, has to be consistent. Andy Jassy is going to be banging that drum tomorrow in his keynote. You guys have been part of AWS for a long time, your relationship. Are they getting that messaging from you guys? (chuckles) I mean, Andy, they all be in the public cloud now that he's back on-premise. So he's listening to the customers. I mean, Andy's very straight up about it. He's like, hey, I'm a big guy. I can handle the criticism. Customers want it on-premise. I'd love her when it come to the cloud, but that's what they want. >> It certainly would be flattery that they took messaging from Druva. (John laughing) And I'm not sure that-- >> But you guys have been, cover the relationship with Amazon first. How long have you guys been working with Amazon? >> We work five years now. Very good relationship with Amazon. >> And the product side is impacted in their ecosystem. How are you guys doing relative to the architecture of Amazon? >> I think we're the only natively architected solution in the market today. And so, if you saw this morning, we were right there on the board with some of the companies that have been around for decades, primarily because if you think about the generations of data protection solutions where you started with tape on mainframe, and you moved to one of the four legacy providers in the client's server space, you had another one that really popped up with VMware. Druva really owns the cloud space. And that requires, as you mentioned, a different architecture, adoption of more of an object storage model, the ability to natively store data in a file system in the cloud. That's different than what anyone has built in the past, and I think that's what the relationship with AWS is built on. >> So you think that Jassy's going on his on-premise mess-ee-mah consistently validates what you guys do? >> Without a doubt. He's gotten a lot of customers moving to AWS over the years, and some of them have some real barriers. I think AWS is doing what they always have done well. Listen to their customers, create solutions for those customers, and in the case of Druva, for example, being able to be integrated in a Snowball Edge which is unique to Druva, serving those customers, moving data to the cloud but allowing 'em local restore? Give 'em-- >> Andy Jassy announces AWS on-premise which is what we're expecting to see tomorrow. It's maybe some sort of appliance or something along those lines. We'll see what it comes out as. That's essentially the Azure stack model done right. From their premier perspective. Amazon on Amazon, Amazon on-premise, you can run it in the cloud. This sounds like a tailwind for you guys. How will that impact your business? How is Druva going to be impacted? To me, it would seem like it's just, you don't miss a beat. Sounds like it's going to be a good thing. Your thoughts. >> I think as Mike mentioned when he joined the company as well, right? The beauty of, what I didn't even realize, is that every time Amazon improves the platform, Druva is almost automatically benefited, given they're so, they really build on them. So when Amazon announced Snowball Edge, we were a launch partner with them, and third-party apps should be provision on Snowball Edge. I have a different take on the on-premise word than what the world think of. I think ultimately cloud or no cloud, it's all about helping the customer. If my understanding is correct, what Amazon is trying to do is to create a better way for customers to adapt more to public cloud, which is going deep in data center. There's a difference between doing enough on the edge to make the way for the cloud versus trying to do the legacy of going on-premise. So as Amazon creates that corridor for the option, Druva's naturally a good fit for it and part of it. >> Yeah, certainly that being cloud native with AWS is going to give you guys a good lift. Kind of a lay up question there. Let's get into the customer latency question, 'cause this has come up, expect to hear this a lot as well. Latency matters, latency certainly is a key criteria. Why the on-premise strategy? I would say Snowball, they're kickin' the tires. They did the VMware RDS deal on-premise, then so, this was not like an awakening for Amazon, they were going down that road. A little bit more deeper. What is the impact to customers, in you guys' opinion, of the move from Amazon? What's your thoughts? How deep in the enterprise does it go? How will this impact cloud migration? Is it going to change lift-and-shift to be more of a container strategy where you containerize it, then shift it? Some will not shift? What's your thoughts on the impact of cloud on-premise? >> So, I think there's three kinds of clouds. One is where you're trying to build any new applications in cloud which is where mostly Amazon comes in. Second is you can build a pre-made SaaS application. And third is the lift-and-shift. They're trying to still keep it tied to the data center, and putting some local in the cloud. And the third category is where latency matters. And just like virtualization, the last critical app to be virtualized was Exchange and SQL, right? When Exchange got virtualized, the data center opened the door, right? >> Yeah. >> The last critical app left in the way for major clouded option is, seems like Oracle. So which is where our RDS on-premise announced, which is where latency becomes key if you have to adopt some of those financial applications being built in the cloud where hyper-critical latency or uptime is needed. So that's a last hinge for some of the large enterprises to see more clouded option. >> Mike, talk about the product innovations. So people that don't know Druva, they see a lot of hype out there in this market. A lot of advertising, a lot of funding, venture-backed funding, you guys are startup. Pretty competitive. Where are you guys winning? What are the key innovations in the product that you guys have? Take a minute to explain your key value for your customers. >> Well, the first thing I think we want our customers to remember is if you're moving your workloads into an Amazon environment, or you're adopting cloud, we're the only natively architected solution. So just like you would have bought, a competitor for example in the VMware space, you're going to buy Druva because of its advantages to scale with Amazon in terms of its compute, to be able to allow you to tier into the various storage options that they create almost on a quarterly basis for you. But beyond all the infrastructure basics, we are converging services that otherwise were separate silos on-premises. So if you are a customer of one of the legacy providers, and you needed eDiscovery, you bought an eDiscovery product. You needed archive? You bought an archive product. You got backup, you bought backup product. The beauty of having a file system in the cloud is you can buy all of those operations against a single object store. So the definition's changing, we're offering that advantage. >> And one more point to it is also the go-to-market strategy. You saw David McCann this morning talk about Marketplace and how it's going to reshape the selling motion for them. And he mentioned Druva as the key Marketplace partner. With also tooling, or retooling the go-to-market motion of how customers wants to best buy a SaaS service and not a hardware, software model, impacting the real agility and time to market for businesses. >> Are you guys in the Marketplace? >> Absolutely. >> Yeah. >> You guys are on to something really big here and I think it's not well understood, the industry yet. I want to just think out loud for a minute. You mentioned that I got to buy eDiscovery, siloed app. 'Cause that's the old way. I mean, cloud's kind of a horizontally scalable fabric. Some of the best solutions aren't pure plays. So you guys are I think the first company of its kind that kind of is not in a category. I mean, I see how you want to be in a category. Gartner has the Magic Quadrant, backup and recovery, okay. You got to be in some and you win that one, you get some good marks on that. But cloud is more, it helps, maybe it could be leading backup and recovery, but it's not a solution for that. Just delivers value that happens to be for backup and recovery, powered by software. >> That's right. >> So this is the cloud dynamic of having the kind of scale. This is a whole new paradigm of software development. Your reaction to that, do you agree? >> Tell-- >> I totally agree. And I think you hit on two very important points. You know, one is data is a platform in the cloud, now it's a surface that you can operate on. You can add services, you can integrate with ecosystem services. Not everything is going to come from Druva. But unlike competitors, when you are with Druva, we are going to enable you to work with those providers. I think the second one, and the one, personally having come from an ISV environment, is this. If I have a great idea today, 65% of my customers wouldn't be in production with my idea for 2 1/2 years. >> Yeah, the time. >> That model's gone. If Amazon announces a service today as Jaspreet mentions, we want our customers to be taking advantage of that with their data today. >> Talk about the impact of the ecosystem that you guys are seeing, just thoughts on the industry. Jaspreet, you seem to have been around them. You've seen the movie a few times. What's coming? Because if these net-new workloads, again, you're going to hear Andy Jassy talk about this on the keynote tomorrow, new net-new workloads. AI's being powered, ML is being powered by compute availability. So that changes that industry. Kind of a slow, stuck in the mud for 20 years AI. You see Lumi's been around for not new science. But with compute, new magic happens. This the dynamic. What's your thoughts on the ecosystem. Those old solutions are going to die. There's going to be winners and losers. Who are the winners and who are the loser? >> I think the time will say how people take on the challenges. We believe that three core changes coming to cloud. One is serverless computing. In a big way. To drive the cost down of computing dramatically. And also converge the whole networking storage compute in a single mine center. Second is machine learning, or what in Druva we call AI of Things. How machine learning will be like mobility of 10 years ago to impact almost every single piece of software to make it smarter. >> Machine learning first is going to be a new trend. >> Exactly. >> We just called it right now on theCube. ML first. (Mike chuckling) >> And then the third trend is going to be around the nature of enterprise to analyze content. The whole Spark, or Kafka, or, the entire availability of metadata on your fingertips to sort of mine information, the available data, data on the platform, is going to be a predominant thing in the future. So put them together, the possibilities are limitless. You have a data platform which you can mine more cost effectively to the serverless, and be a lot more effective through machine learning. >> I think you guys are a data platform without a doubt. You're not backup and recovery. It's just one of the things you happen to do. And you need a category to start with. I mean, this is a data platform. And you're seeing that all over the place. I just saw a presentation from the FBI, counter-terrorism, they just can't put the puzzles together fast enough on these investigations 'cause the databases are everywhere. So just latency, talk about time to value, just ridiculous. Bad guys are winning. IT is going through the same thing. >> I think software in general has moved away from proprietary and more toward open standards, and so you're going to look for solutions that enable an ecosystem, that don't lock you into a container for one purpose, and we're taking a hold of that trend. >> Alright, guys, real quick, we going to end this segment. What's going on with Druva? Quick plug. How many people? What's on the roadmap? Where's the new innovation, where's the disruption coming? >> You take that? >> Roadmap, 600 people and growing. And the company was just an exciting place to be. Jaspreet mentions one of the most important things. Customer's think about three things. How much does it cost me? It it reducing my risk, or making me more agile? And we're focused on all three. You'll see us, serverless architecture's going to continue to reduce costs. Adopting Amazon storage tiers is going to help our customers reduce costs. From the making them better point of view, you're going to see more eDiscovery, legal hold, performance is going to improve, integration with premises, we got a lot going on at Druva. >> Lambda is so much faster than spitting up an instance, that's for sure. >> That's right, that's right. >> Your thoughts, final word. >> I think data science and machine learning is a big core focus of Druva. I think we have over 100 petabyte in management today. About, as he said, about 600 employees and growing very, very rapidly. How we monetize this 100 petabyte with the cloud through us, with customers, know how our knowledge is a big focus area for us. And also the data born in the cloud. The focus has shifted to your point of newer clouds. How do we tackle the new world clouds? Born in the cloud, born outside the core center of data center, and tackling those. A big focus for us going into next year. >> Congratulations, guys. Jaspreet, I know as founder it's always hard to stand up a company. You guys are doing well, congratulations. You got the right architecture, you got the right product roadmap. Congratulations, I'm looking forward to hearing more. Cloudification, new workloads, scale. This is the new buzzwords around competitive advantage and value. It's theCUBE bringing you all the coverage here from re:Invent. Stay with us for more after this short break. 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