>> Voiceover: Live from Boston, Massachusets, it's The Cube, covering OpenStack Summit 2017, brought to you by the OpenStack foundation, RedHat, and additional ecosystem support. >> Welcome back, I'm Stu Miniman, joined by my co-host John Troyer. We're really digging in to some of the practitioners here on day three of our coverage. Happy to welcome back to the program, a Cube alum. Not only that, a super user, and not only that, a cowinner Paddy Power Betfair, Steve Armstrong, principal automation engineer. Thanks so much for joining us and congratulations to you and all team. >> Thank you, thanks very much. >> Alright, so, we've had you on the program, bring us up to speed, you know, where's your OpenStack deployment going, where are you spending your time? You know, at the event and stuff. >> So we're just recently, last year, merged companies, so what we're doing with it at OpenStack implantation at the moment is we're migrating all of our applications onto it from the merged company, so we're in the migration phase of the project at the moment, so we just recently, just after Christmas, had the hundred applications onto the platform. Mayston, we're now up to around 200 applications, so what we're doing with it is we've got a single customer platform which is the Merscode base of the two companies, and then we're going to run different branding from it. So in terms of OpenStack, what we're doing is we're looking to do an upgrade in the next month, as well. We had the session earlier on today where we went through that, so hopefully that was insightful for the people that were here. >> So fascinating, I'll tell you what, one of the, you know, there are many challenges with mergers and acquisitions. IT can be atrocious. I've worked with plenty of companies, if they're small, the parent company comes in, rips out the entire thing, and puts a new thing. How's OpenStack, is that an enabler? Do you see it as a marked improvement? Any findings that you've got so far? >> Well I think with OpenStack, it is very flexible because we're using it as the Middleware for the whole platform, and so we've got different storage vendors, we can just substitute the end and then go to the OpenStack APIs, that programmatically control everything. So, it's really useful for us, so if we ever wanted to essentially use a new storage vendor then we don't have to rewrite all the self-service orchestration our developers are using and interrupt them, so that's really, that's key for us and our business. >> It's interesting you use the word middleware. I haven't heard that word used in terms of OpenStack, but you mean the layer, literally the layer, between storage networking the raw infrastructure, and the app on top. >> Yeah, so what we're really doing, we've created self-service template that our development teams use, and we then want multiple different ways for teams to create virtual machines and basically go the APIs directly, so what we've done is we've created a layer using Felt Works School, and where development teams fill in self-Service yamafells with all the details that it needs and then they can send them for structure that way, so we're simplifying it and making it user-friendly for them so that when they're onboarding an application, they don't actually need to come to the infrastructure team. They can basically self-serve against OpenStack, so I think that's giving them that EWS or Google Cloud or Azure-like ability within the private cloud, and we've had to really change the way our business is set-up to actually operate that, so generally what we've done is we set up different teams where they're more T-shaped teams, so you, in a T-shape team, you have a network engineer, you have a storage guy, you have some automation engineers, someone maybe from a development background, and what we really did with it, when we're building the pilot process, we tried to encapsulate all those different scales within the one team and set them up as a core team that would then go and build the infrastructure using best practices from each discipline. >> So a T-shaped in the sense that, the team is still cross-functional, what's the 'T' of the T-shape. >> So, the debt of the T is really the deep-dive expertise, so you might have a network engineer who has a deep-dive knowledge in that, but what we're trying to do is expand the teams breadth, so the breadth is the T is really the other disciplines that they are learning as part of that team. >> And congrats on the award again. >> Steve: Thank you. >> As they talked about the award, some of the description of why you got the award, they did mention, the words dev-ops and CICDs. You talked a little bit about an order structure and changing your org, and processes to do that. Now do you call that T-shaped, is that a dev-ops team for you, or how do you all look at it? >> We don't really like to use dev-ops team because it is kind of a- >> That was a trick question. >> Yeah, a leading question, so it was really, a. What we try to do is have cross-functional teams so really dev-ops for us, what it means, is more collaboration between those teams. We've still got teams at the moment within our business that are looking after the heritage legacy stacks at the moment, so what we'll need to do going forward in our business is bring those teams into the fold cause we've really had, I mean, essentially what we're doing at the moment, it's, like, gotten our bimodal, where you essential have more to, we're beltless. We need to take that to the next level and basically bring the people that have been looking after the other parts of the business because you need to maintain them while we're doing this new private-cloud implementation, along on that journey, so we're running training sessions now for our network engineers, teaching them mansible skill in the map, so it's really exciting time, just bringing on that journey. >> I actually think that's fascinating, because there's been a lot of talk about bimodal, type one versus type two and the word from the community and from the end users' raids, that's not sustainable. So, what you're saying is is indeed you can organize that way, but you've got to bring the old teams- >> Yeah, I think you can put names on anything, but generally that's what you do, you stand up, we stood up a brand new Greenfield implementation. You needed to people to go over to that, and act in a different way because OpenStack, it doesn't make sense having different styles, looking after different components of it, because OpenStack centralizes that into middleware, so it's actually quite difficult to chop that up into different styles. If you're going to do it, you couldn't have someone just looking after sender for instance because it's so incorporated with the rest of the stack. So really what we're doing is we're exposing that API layer to the developers and allowing them to self-service against it, and then we look after the core team, the maintenance of it, so we've done this with the team. Eight people looking after the core platform, and then we've got multiple different teams that went out and they helped the developers onboard many applications onto the platform by teaching them the self-service workflows and how to fill out all the yama files, and then if there's any feedback from them, we use a continuous improvement model to try and get them to improve the platform continuously. So, it's a continuum process and it's gets better and better each day, and hopefully we're going to speed up the amount of deployment that we can do and speed up take to market for it. >> Nice. So Steve, we've very much appropriated, you know, your organization sharing with our community. You're very active, obviously, in the super user. Talk about how you interact with your peers, you know, how that helped with your learnings, kind of that give and take that you have with the community. >> Yeah, so with the community, really, we come to these events, and we generally try to be as open as possible and just talk about our lessons learned. I think the OpenStack Summit's great for that because people are very honest. It's not like vendor-led. And met-ups, for instance, where they'll just tell you that everything's great and they're very self-deprecating in some of the sessions, but I think that honesty with the OpenSource community and the continual learning that you get from that is really key to actually looking at the problems, seeing 'OK, we're not 100% perfect' cause you never will be, and continuously improving as a community. So, I think having the belief then to drive with the OpenSource community is very key in that, and because that, I think, what you can do is if something in OpenStack isn't working the way that you want it to, you can contribute back and you can actually help make a difference and make it better. That's what we're trying to and there's projects such as Vitrush or Rickos and Alice's where at the moment you don't have a sense of plug-in, we use senses, so we begin to contribute back in write in a plug-in for that project so that we can use it, and then others basically benefit from that as well, so I think that's where OpenStack's very key. Your hear Edward Snowden's keynote, some controversial things in there, but at the same time, the premise was really if your putting your data somewhere else, like in public cloud, you don't actually know what's happening with, so that was something that resonated quite well because you have to look at what workload you want to run in public cloud and which ones you can run in private cloud, so I think it would really... We're just getting on to the next stages, and evolution and that journey where we will be looking at what workloads we place where, and I think that is where tubes like Cooper Nessus are really thriving, because they can place workloads wherever you want, and that's the popularity is so high. >> I'm wondering if you can speak a little bit to your company's corporate culture that allows, you know, this movement. I think, you know, information's open, eventually the house always wins on these bets, alright, with so much information available. >> Yeah, so, I think for us, the way that we've been able to do this is we've had sponsorship from CT level and Director level down, and it's very hard when you're doing a grassroots movement of just engineers trying to do this from the ground up. You really have to have a company that believes in this philosophy and wants to take it forward. And for us, what we really wanted to was just create a platform that allowed our developers to innovate on it, and just basically make the best tubes possible for our customers. >> So you're a longtime OpenStack user. We're now here in Boston, you know, Summits every six months. Anything in particular about the mood of people, the operators here, kind of how you would like to see both, you know, we've talked about Cooper and Eddie's, you've talked about different modules that you might want to see, you know, some activity in, or, just how you see in the future, path of OpenStack, how would you like the community and the project to grow? >> Well, I think there is a lot of presentations on stand-alone apps in OpenStack, so you have center stand-alone for box storage, you have ironic stand-alone. We use some of those projects to actually build it out, so I think module-bar rising it, and allowing it to be used, you might not want to install all of OpenStack, but why can't you install sender for instance, to control box storage, and so I think that's really the future of it. People could take all of it, or they could take different components of it, and I think that's what we're seeing in the community. People want to be able to install sender to help manage it, and maybe not install neutron or keystone alongside it, so I think that's really where OpenStack is going. It will be a modular metal service framework that makes it up, and you can install the best that you want in the project that you want. We've also seen a consolidation of projects, that the results of talk are in that eventually making projects simpler and removing features. I think when we originally had OpenStack, we just tried to throw every feature possible in, and then you seen a sprawl of projects, and then that's not maintainable. I think what we're getting down to is just the key projects that then use going forward, So I think you see the consolidation and then stand-alone instances that you can kind of plug-in the edges. >> So, Steve, let me speak a little bit about your business. I have to think there's few companies, you know, at least definitely fewer industries, that, deal with the rate of change and the uncertainty in the world, you know, more than really gambling in everything, that happens there. Anything changing in kind of the relationship of IT to the business? How does OpenStack help you respond to a very dynamic environment. >> Yeah, so, I think the key thing for us, is if one of our competitors has a feature, and we can't compete with that feature, we just will loose our customers to that competitor. So really being able to change and use OpenStack to change the platform and get new products out to market as quickly as possible is very key for us. Generally OpenStack is helping is we want an active, active data center We have a 24/7 business. We really need to have that uptake. If we are down, any sporting event, our customers will go somewhere else to place bets. So that's really key. And, for us, we've used OpenStack across two data centers, and built that out, and what we're looking to do is scale that out horizontally. So, for instance, when we've got new applications coming up onboard, we can just scale out new ratchets in openstack, we use ironic. We're completely controlling the whole data center programmatically, and that allows us the ability to scale up the infrastructure to meet the demands so that people are not waiting on tickets, or not having the internal IT processes that are handling most of our firms, so that's really where OpenStack is allowing us to evolve is that flexibility in having a private cloud just like you would a public cloud with VWS, but we've got that in-house. So I think we're quite lucky, and I keep telling the garages that are working on this, this is a once in a lifetime project, and I don't think they'll really believe me until they get their next job, so I think they're being quite spoiled in this as well. >> Steve Armstrong, really appreciate you joining us again on the program, and once again congratulations at Paddy Power Betfair and the whole team, and John and I will be back with more coverage here from the OpenStack Summit 2017 in Boston, Massachusetts You're watching the Cube.

(bright music) >> Hello, everyone. Welcome back to live coverage day two or day one, day two for theCUBE, day one for the event. I'm John Furrier, host of theCUBE. It's the keynote analysis segment. Adam just finished coming off stage. I'm here with Dave Vellante and Zeus Kerravala, with principal analyst at ZK Research, Zeus, it's great to see you. Dave. Guys, the analysis is clear. AWS is going NextGen. You guys had a multi-day analyst sessions in on the pre-briefs. We heard the keynote, it's out there. Adam's getting his sea legs, so to speak, a lot of metaphors around ocean. >> Yeah. >> Space. He's got these thematic exploration as he chunked his keynote out into sections. Zeus, a lot of networking in there in terms of some of the price performance, specialized instances around compute, this end-to-end data services. Dave, you were all over this data aspect going into the keynote and obviously, we had visibility into this business transformation theme. What's your analysis? Zeus, we'll start with you. What's your take on what Amazon web service is doing this year and the keynote? What's your analysis? >> Well, I think, there was a few key themes here. The first one is I do think we're seeing better integration across the AWS portfolio. Historically, AWS makes a lot of stuff and it's not always been easy to use say, Aurora and Redshift together, although most customers buy them together. So, they announce the integration of that. It's a lot tighter now. It's almost like it could be one product, but I know they like to keep the product development separately. Also, I think, we're seeing a real legitimization of AWS in a bunch of areas where people said it wasn't possible before. Last year, Nasdaq said they're running in the cloud. The Options Exchange today announced that they're going to be moving to the cloud. Contact centers running the cloud for a lot of real time voice. And so, things that we looked at before and said those will never move to the cloud have now moved to the cloud. And I think, my third takeaway is just AWS is changing and they're now getting into areas to allow customers to do things they couldn't do before. So, if you look at what they're doing in the area of AI, a lot of their AI and ML services before were prediction. And I'm not saying you need an AI, ML to do prediction, was certainly a lot more accurate, but now they're getting into generative data. So, being able to create data where data didn't exist before and that's a whole new use case for 'em. So, AWS, I think, is actually for all the might and power they've had, it's actually stepping up and becoming a much different company now. >> Yeah, I had wrote that post. I had a one-on-one day, got used of the transcript with Adam Selipsky. He went down that route of hey, we going to change NextGen. Oh, that's my word. AWS Classic my word. The AWS Classic, the old school cloud, which a bunch of Lego blocks, and you got this new NextGen cloud with the ecosystems emerging. So, clearly, it's Amazon shifting. >> Yeah. >> But Dave, your breaking analysis teed out the keynote. You went into the whole cost recovery. We heard Adam talk about macro at the beginning of his keynote. He talked about economic impact, sustainability, big macro issues. >> Yeah. >> And then, he went into data and spent most of the time on the keynote on data. Tools, integration, governance, insights. You're all over that. You had that, almost your breaking analysis almost matched the keynote, >> Yeah. >> thematically, macro, cost savings right-sizing with the cloud. And last night, I was talking to some of the marketplace people, we think that the marketplace might be the center where people start managing their cost better. This could have an impact on the ecosystem if they're not in in the marketplace. So, again, so much is going on. >> What's your analogy? >> Yeah, there's so much to unpack, a couple things. One is we get so much insight from theCUBE community plus your sit down 101 with Adam Selipsky allowed us to gather some nuggets, and really, I think, predict pretty accurately. But the number one question I get, if I could hit the escape key a bit, is what's going to be different in the Adam Selipsky era that was different from the Jassy era. Jassy was all about the primitives. The best cloud. And Selipsky's got to double down on that. So, he's got to keep that going. Plus, he's got to do that end-to-end integration and he's got to do the deeper business integration, up the stack, if you will. And so, when you're thinking about the keynote and the spirit of keynote analysis, we definitely heard, hey, more primitives, more database features, more Graviton, the network stuff, the HPC, Graviton for HPC. So, okay, check on that. We heard some better end-to-end integration between the elimination of ETL between Aurora and Redshift. Zeus and I were sitting next to each other. Okay, it's about time. >> Yeah. >> Okay, finally we got that. So, that's good. Check. And then, they called it this thing, the Amazon data zones, which was basically extending Redshift data sharing within your organization. So, you can now do that. Now, I don't know if it works across regions. >> Well, they mentioned APIs and they have the data zone. >> Yep. And so, I don't know if it works across regions, but the interesting thing there is he specifically mentioned integration with Snowflake and Tableau. And so, that gets me to your point, at the end of the day, in order for Amazon, and this is why they win, to succeed, they've got to have this ecosystem really cranking. And that's something that is just the secret sauce of the business model. >> Yeah. And it's their integration into that ecosystem. I think, it's an interesting trend that I've seen for customers where everybody wanted best of breed, everybody wanted disaggregated, and their customers are having trouble now putting those building blocks together. And then, nobody created more building blocks than AWS. And so, I think, under Adam, what we're seeing is much more concerted effort to make it easier for customers to consume those building blocks in an easy way. And the AWS execs >> Yeah. >> I talked to yesterday all committed to that. It's easy, easy, easy. And I think that's why. (Dave laughing) Yeah, there's no question they've had a lead in cloud for a long time. But if they're going to keep that, that needs to be upfront. >> Well, you're close to this, how easy is it? >> Yeah. >> But we're going to have Adrian Cockcroft (Dave laughing) on at the end of the day today, go into one analysis. Now, that- >> Well, less difficult. >> How's that? (indistinct) (group laughing) >> There you go. >> Adrian retired from Amazon. He's a CUBE analyst retiree, but he had a good point. You can buy the bag of Lego blocks if you want primitives >> Yeah. >> or you can buy the toy that's glued together. And it works, but it breaks. And you can't really manage it, and you buy a new one. So, his metaphor was, okay, if the primitives allow you to construct a durable solutions, a lot harder relative to rolling your own, not like that, but also the simplest out-of-the box capability is what people want. They want solutions. We call Adam the solutions CEO. So, I think, you're going to start to see this purpose built specialized services allow the ecosystem to build those toys, so that the customers can have an out-of-the box experience while having the option for the AWS Classic, which is if you want durability, you want to tune it, you want to manage it, that's the way to go for the hardcore. Now, can be foundational, but I just see the solutions things being very much like an out-of-the-box. Okay, throw away, >> Yeah. >> buy a new toy. >> More and more, I'm saying less customers want to be that hardcore assembler of building blocks. And obviously, the really big companies do, but that line is moving >> Yeah. >> and more companies, I think, just want to run their business and they want those prebuilt solutions. >> We had to cut out of the keynote early. But I didn't hear a lot about... The example that they often use is Amazon Connect, the call center solution. >> Yeah. >> I didn't hear a lot to that in the keynote. Maybe it's happening right now, but look, at the end of the day, suites always win. The best of breed does well, (John laughing) takes off, generate a couple billion, Snowflake will grow, they'll get to 10 billion. But you look at Oracle, suites work. (laughs) >> Yeah. >> What I found interesting about the keynote is that he had this thematic exploration themes. First one was space that was like connect the dot, the nebula, different (mumbles) lens, >> Ocean. >> ask the right questions. (Dave laughing) >> Ocean was security which bears more, >> Yeah. >> a lot more needed to manage that oxygen going deep. Are you snorkeling? Are you scuba diving? Barely interesting amount of work. >> In Antarctica. >> Antarctica was the performance around how you handle tough conditions and you've got to get that performance. >> Dave: We're laughing, but it was good. >> But the day, the Ocean Day- >> Those are very poetic. >> I tweeted you, Dave, (Dave laughing) because I sit on theCUBE in 2011. I hate hail. (Dave laughing) It's the worst term ever. It's the day the ocean's more dynamic. It's a lot more flowing. Maybe 10 years too soon, Dave. But he announces the ocean theme and then says we have a Security Lake. So, like lake, ocean, little fun on words- >> I actually think the Security Lake is pretty meaningful, because we were listening to talk, coming over here talking about it, where I think, if you look at a lot of the existing solutions, security solutions there, I describe 'em as a collection of data ponds that you can view through one map, but they're not really connected. And the amount of data that AWS holds now, arguably more than any other company, if they're not going to provide the Security Lake, who is? >> Well, but staying >> Yeah. >> on security for a second. To me, the big difference between Azure and Amazon is the ecosystem. So, CrowdStrike, Okta, Zscaler, name it, CyberArk, Rapid7, they're all part of this ecosystem. Whereas Microsoft competes with all of those guys. >> Yes. Yeah. >> So it's a lot more white space than the Amazon ecosystem. >> Well, I want to get you guys to take on, so in your reaction, because I think, my vision of what what's happening here is that I think that whole data portion's going to be data as code. And I think, the ecosystem harvests the data play. If you look at AWS' key announcements here, Security Lake, price performance, they're going to optimize for those kinds of services. Look at security, okay, Security Lake, GuardDuty, EKS, that's a Docker. Docker has security problems. They're going inside the container and looking at threat detection inside containers with Kubernetes as the runtime. That's a little nuance point, but that's pretty significant, Dave. And they're now getting into, we're talking in the weeds on the security piece, adding that to their large scale security footprint. Security is going to be one of those things where if you're not on the inside of their security play, you're probably going to be on the outside. And of course, the price performance is going to be the killer. The networking piece surprise me. Their continuing to innovate on the network. What does that mean for Cisco? So many questions. >> We had Ajay Patel on yesterday for VMware. He's an awesome middleware guy. And I was asking about serverless and architectures. And he said, "Look, basically, serverless' great for stateless, but if you want to run state, you got to have control over the run time." But the point he made was that people used to think of running containers with straight VMs versus Fargate or Knative, if you choose, or serverless. They used to think of those as different architectures. And his point was they're all coming together. And it's now you're architecting and calling, which service you need. And that's how people are thinking about future architectures, which I think, makes a lot of sense. >> If you are running managed Kubernetes, which everyone's doing, 'cause no one's really building it in-house themselves. >> No. >> They're running it as managed service, skills gaps and a variety of other reasons. This EKS protection is very interesting. They're managing inside and outside the container, which means that gives 'em visibility on both sides, under the hood and inside the application layer. So, very nuanced point, Zeus. What's your reaction to this? And obviously, the networking piece, I'd love to get your thought. >> Well, security, obviously, it's becoming a... It's less about signatures and more of an analytics. And so, things happen inside the container and outside the container. And so, their ability to look on both sides of that allows you to happen threats in time, but then also predict threats that could happen when you spin the container up. And the difficulty with the containers is they are ephemeral. It's not like a VM where it's a persistent workload that you can do analysis on. You need to know what's going on with the container almost before it spins up. >> Yeah. >> And that's a much different task. So, I do think the amount of work they're doing with the containers gives them that entry into that and I think, it's a good offering for them. On the network side, they provide a lot of basic connectivity. I do think there's a role still for the Ciscos and the Aristas and companies like that to provide a layer of enhanced network services that connects multicloud. 'Cause AWS is never going to do that. But they've certainly, they're as legitimate network vendor as there is today. >> We had NetApp on yesterday. They were talking about latency in their- >> I'll tell you this, the analyst session, Steven Armstrong said, "You are going to hear us talk about multicloud." Yes. We're not going to necessarily lead with it. >> Without a mention. >> Yeah. >> But you said it before, never say never with Amazon. >> Yeah. >> We talk about supercloud and you're like, Dave, ultimately, the cloud guys are going to get into supercloud. They have to. >> Look, they will do multicloud. I predict that they will do multicloud. I'll tell you why. Just like in networking- >> Well, customers are asking for it. >> Well, one, they have the, not by design, but by defaulter and multiple clouds are in their environment. They got to deal with that. I think, the supercloud and sky cloud visions, there will be common services. Remember networking back in the old days when Cisco broke in as a startup. There was no real shortest path, first thinking. Policy came in after you connected all the routers together. So, right now, it's going to be best of breed, low latency, high performance. But I think, there's going to be a need in the future saying, hey, I want to run my compute on the slower lower cost compute. They already got segmentation by their announcements today. So, I think, you're going to see policy-based AI coming in where developers can look at common services across clouds and saying, I want to lock in an SLA on latency and compute services. It won't be super fast compared to say, on AWS, with the next Graviton 10 or whatever comes out. >> Yeah. >> So, I think, you're going to start to see that come in. >> Actually, I'm glad you brought Graviton up too, because the work they're doing in Silicon, actually I think, is... 'Cause I think, the one thing AWS now understands is some things are best optimized in Silicon, some at software layers, some in cloud. And they're doing work on all those layers. And Graviton to me is- >> John: Is a home run. >> Yeah. >> Well- >> Dave, they've got more instances, it's going to be... They already have Gravitons that's slower than the other versions. So, what they going to do, sunset them? >> They don't deprecate anything ever. So, (John laughing) Amazon paid $350 million. People believe that it's a number for Annapurna, which is like one of the best acquisitions in history. (group laughing) And it's given them, it's put them on an arm curve for Silicon that is blowing away Intel. Intel's finally going to get Sapphire Rapids out in January. Meanwhile, Amazon just keeps spinning out new Gravitons and Trainiums. >> Yeah. >> And so, they are on a price performance curve. And like you say, no developer ever wants to run on slower hardware, ever. >> Today, if there's a common need for multicloud, they might say, hey, I got the trade off latency and performance on common services if that's what gets me there. >> Sure. >> If there's maybe a business case to do that. >> Well, that's what they're- >> Which by the way, I want to.... Selipsky had strong quote I thought was, "If you're looking to tighten your belt, the cloud is the place >> Yeah. >> to do it." I thought >> I tweeted that. >> that was very strong. >> Yeah. >> Yeah. >> And I think, he's right. And then, the other point I want to make on that is, I think, I don't have any data on this, but I believe believe just based on some of the discussions I've had that most of Amazon's revenue is on demand. Paid by the drink. Those on demand customers are at risk, 'cause they can go somewhere else. So, they're trying to get you into optimized pricing, whether it's reserved instances or one year or three-year subscriptions. And so, they're working really hard at doing that. >> My prediction on that is that's a great point you brought up. My prediction is that the cost belt tightening is going to come in the marketplace, is going to be a major factor as companies want to get their belts tighten. How they going to do that, Dave? They're going to go in the marketplace saying, hey, I already overpaid a three-year commitment. Can I get some cohesively in there? Can I get some of this or that and the other thing? >> Yep. >> You're going to start to see the vendors and the ecosystem. If they're not in the marketplace, that's where I think, the customers will go. There are other choices to either cut their supplier base or renegotiate. I think, it's going to happen in the marketplace. Let's watch. I think, we're going to watch that grow. >> I actually think the optimization services that AWS has to help customers lower spend is a secret sauce for them that they... Customers tell me all the time, AWS comes in, they'll bring their costs down and they wind up spending more with them. >> Dave: Yeah. >> And the other cloud providers don't do that. And that has been almost a silver bullet for them to get customers to stay with them. >> Okay. And this is always the way. You drop the price of storage, you drop the price of memory, you drop the price of compute, people buy more. And in the question, long term is okay. And does AWS get commoditized? Is that where they're going? Or do they continue to thrive up the stack? John, you're always asking people about the bumper sticker. >> Hold on. (John drowns out Dave) Before we get the bumper sticker, I want to get into what we missed, what they missed on the keynote. >> Yeah, there are some blind spots. >> I think- >> That's good call. >> Let's go around the horn and think what did they miss? I'll start, I think, they missed the developer productivity angle. Supply chain software was not talked about at all. We see that at all the other conferences. I thought that could have been weaved in. >> Dave: You mean security in the supply chain? >> Just overall developer productivity has been one of the most constant themes I've seen at events. Who are building the apps? Who are the builders? What are they actually doing? Maybe Werner will bring that up on his last day, but I didn't hear Adam talk about it all, developer productivity. What's your take in this? >> Yeah, I think, on the security side, they announced security data lake. I think, the other cloud providers do a better job of providing insights on how they do security. With AWS, it's almost a black hole. And I know there's a careful line they walk between what they do, what their partners do. But I do think they could be a little clearer on how they operate, much like Azure and GCP. They announce a lot of stuff on how their operations works and things like that. >> I think, platform across cloud is definitely a blind spot for these guys. >> Yeah. >> I think, look at- >> But none of the cloud providers have embraced that, right? >> It's true. >> Yeah. >> Maybe Google a little bit >> Yeah. >> and Microsoft a little bit. Certainly, AWS hasn't at this point in time, but I think, they perceive the likes of Mongo and Snowflake and Databricks, and others as ISVs and they're not. They're platform players that are building across clouds. They're leveraging, they're building superclouds. So, I think that's an opportunity for the ecosystem. And very curious to see how Amazon plays there down the stream. So, John, what do you think is the bumper sticker? We're only in day one and a half here. What do you think so far the bumper sticker is for re:Invent 2022? >> Well, to me, the day one is about infrastructure performance with the whole what's in the data center? What's at the chip level? Today was about data, specialized services, and security. I think that was the key theme here. And then, that's going to sequence into how they're going to reorganize their ecosystem. They have a new leader, Ruba Borno, who's going to be leading the charge. They've integrated all their bespoke fragmented partner network pieces into one leadership. That's going to be really important to hear that. And then, finally, Werner for developers and event-based services, micro services. What that world's going on, because that's where the developers are. And ultimately, they build the app. So, you got infrastructure, data, specialized services, and security. Machine learning with Swami is going to be huge. And again, how do developers code it all up is going to be key. And is it the bag of Legos or the glued toy? (Dave chuckles) So, what do you want? Out-of-the-box or you want to build your own? >> And that's the bottom line is connecting those dots. All they got to be is good enough. I think, Zeus, to your point, >> Yep. >> if they're just good enough, less complicated, the will keep people on the base. >> Yeah. I think, the bumper stickers, the more you buy, the more you're saving. (John laughing) Because from an operational perspective, they are trying to bring down the complexity level. And with their optimization services and the way their credit model works, I do think they're trending down that path. >> And my bumper sticker's ecosystem, ecosystem, ecosystem. This company has 100,000 partners and that is a business model secret weapon. >> All right, there it is. The keynote announced. More analysis coming up. We're going to have the leader of (indistinct) coming up next, here on to break down their perspective, you got theCUBE's analyst perspective here. Thanks for watching. Day two, more live coverage for the next two more days, so stay with us. I'm John Furrier with Dave Vellante and Zeus Kerravala here on theCUBE. Be right back. (bright music)