>> Welcome back everyone to the closing remarks here before we kick off our ecosystem portion of the program. We're live in Palo Alto for theCUBE special presentation of Supercloud 2. It's the second edition, the first one was in August. I'm John Furrier with Dave Vellante. Here to wrap up with our special guest analyst George Gilbert, investor and industry legend former colleague of ours, analyst at Wikibon. George great to see you. Dave, you know, wrapping up this day what in a phenomenal program. We had a contribution from industry vendors, industry experts, practitioners and customers building and redefining their company's business model. Rolling out technology for Supercloud and multicloud and ultimately changing how they do data. And data was the theme today. So very, very great program. Before we jump into our favorite parts let's give a shout out to the folks who make this possible. Free contents our mission. We'll always stay true to that mission. We want to thank VMware, alkira, ChaosSearch, prosimo for being sponsors of this great program. We will have Supercloud 3 coming up in a month or so, or two months. We'll see. Or sooner, we don't know. But it'll be more about security, but a lot more momentum. Okay, so that's... >> And don't forget too that this program not going to end now. We've got a whole ecosystem speaks track so stay tuned for that. >> John: Yeah, we got another 20 interviews. Feels like it. >> Well, you're going to hear from Saks, Veronika Durgin. You're going to hear from Western Union, Harveer Singh. You're going to hear from Ionis Pharmaceuticals, Nick Taylor. Brian Gracely chimes in on Supecloud. So he's the man behind the cloud cast. >> Yeah, and you know, the practitioners again, pay attention to also to the cloud networking interviews. Lot of change going on there that's going to be disruptive and actually change the landscape as well. Again, as Supercloud progresses to be the next big thing. If you're not on this next wave, you'll drift what, as Pat Gelsinger says. >> Yep. >> To kick off the closing segments, George, Dave, this is a wave that's been identified. Again, people debate the word all you want Supercloud. It is a gateway to multicloud eventually it is the standard for new applications, new ways to do data. There's new computer science being generated and customer requirements being addressed. So it's the confluence of, you know, tectonic plates shifting in the industry, new computer science seeing things like AI and machine learning and data at the center of it and new infrastructure all kind of coming together. So, to me, that's my takeaway so far. That is the big story and it's going to change society and ultimately the business models of these companies. >> Well, we've had 10, you know, you think about it we came out of the financial crisis. We've had 10, 12 years despite the Covid of tech success, right? And just now CIOs are starting to hit the brakes. And so my point is you've had all this innovation building up for a decade and you've got this massive ecosystem that is running on the cloud and the ecosystem is saying, hey, we can have even more value by tapping best of of breed across clouds. And you've got customers saying, hey, we need help. We want to do more and we want to point our business and our intellectual property, our software tooling at our customers and monetize our data. So you have all these forces coming together and it's sort of entering a new era. >> George, I want to go to you for a second because you are big contributor to this event. Your interview with Bob Moglia with Dave was I thought a watershed moment for me to hear that the data apps, how databases are being rethought because we've been seeing a diversity of databases with Amazon Web services, you know, promoting no one database rules of the world. Now it's not one database kind of architecture that's puling these new apps. What's your takeaway from this event? >> So if you keep your eye on this North Star where instead of building apps that are based on code you're building apps that are defined by data coming off of things that are linked to the real world like people, places, things and activities. Then the idea is, and the example we use is, you know, Uber but it could be, you know, amazon.com is defined by stuff coming off data in the Amazon ecosystem or marketplace. And then the question is, and everyone was talking at different angles on this, which was, where's the data live? How much do you hide from the developer? You know, and when can you offer that? You know, and you started with Walmart which was describing apps, traditional apps that are just code. And frankly that's easier to make that cross cloud and you know, essentially location independent. As soon as you have data you need data management technology that a customer does not have the sophistication to build. And then the argument was like, so how much can you hide from the developer who's building data apps? Tristan's version was you take the modern data stack and you start adding these APIs that define business concepts like bookings, billings and revenue, you know, or in the Uber example like drivers and riders, you know, and ETA's and prices. But those things execute still on the data warehouse or data lakehouse. Then Bob Muglia was saying you're not really hiding enough from the developer because you still got to say how to do all that. And his vision is not only do you hide where the data is but you hide how to sort of get at all that code by just saying what you want. You define how a car and how a driver and how a rider works. And then those things automatically figure out underneath the cover. >> So huge challenges, right? There's governance, there's security, they could be big blockers to, you know, the Supercloud but the industry's going to be attacking that problem. >> Well, what's your take? What's your favorite segment? Zhamak Dehghani came on, she's starting in that company, exclusive news. That was big notable moment for theCUBE. She launched her company. She pioneered the data mesh concept. And I think what George is saying and what data mesh points to is something that we've been saying for a long time. That data is now going to flip the script on how apps behave. And the Uber example I think is illustrated 'cause people can relate to Uber. But imagine that for every business whether it's a manufacturing business or retail or oil and gas or FinTech, they can look at their business like a game almost gamify it with data, riders, cars you know, moving data around the value of data. This is something that Adam Selipsky teased out at AWS, Dave. So what's your takeaway from this Supercloud? Where are we in your mind? Well big thing is data products and decentralizing your data architecture, but putting data in the hands of domain experts who can actually monetize the data. And I think that's, to me that's really exciting. Because look, data products financial industry has always been doing building data products. Mortgage backed securities is a data product. But why should the financial industry have all the fun? I mean virtually every organization can tap its ecosystem build data products, take its internal IP and processes and software and point it to the world and actually begin to make money out of it. >> Okay, so let's go around the horn. I'll start, I'll get you guys some time to think. Next question, what did you learn today? I learned that I think it's an infrastructure game and talking to Kit Colbert at VMware, I think it's all about infrastructure refactoring and I think the data's going to be an ingredient that's going to be operating system like. I think you're going to see the infrastructure influencing operations that will enable Superclouds to be real. And developers won't even know what a Supercloud is because they'll be using it. It's the operations focus is going to be very critical. Just like DevOps movements started Cloud native I think you're going to see a data native movement and I think infrastructure is critical as people go to the next level. That's my big takeaway today. And I'll say the data conversation is at the center. I think security, data are going to be always active horizontally scalable concepts, but every company's going to reset their infrastructure, how it looks and if it's not set up for data and or things that there need to be agile on, it's going to be a non-starter. So I think that's the cloud NextGen, distributed computing. >> I mean, what came into focus for me was I think the hyperscaler is going to continue to do their thing, you know, and be very, very successful and they're each coming at it from different approaches. We talk about this all the time in theCUBE. Amazon the best infrastructure, you know, Google's got its you know, data and AI thing and it's playing catch up and Microsoft's got this massive estate. Okay, cool. Check. The next wave of innovation which is coming from data, I've always said follow the data. That's where the where the money's going to be is going to come from other places. People want to be able to, organizations want to be able to share data across clouds across their organization, outside of their ecosystem and make money with that data sharing. They don't want to FTP it anymore. I got it. You take it. They want to work with live data in real time and I think the edge, we didn't talk much about the edge today is going to even take that to a new level real time inferencing at the edge, AI and and being able to do new things with data that we haven't even seen. But playing around with ChatGPT, it's blowing our mind. And I think you're right, it's like when we first saw the browser, holy crap, this is going to change the world. >> Yeah. And the ChatGPT by the way is going to create a wave of machine learning and data refactoring for sure. But also Howie Liu had an interesting comment, he was asked by a VC how much to replicate that and he said it's in the hundreds of millions, not billions. Now if you asked that same question how much does it cost to replicate AWS? The CapEx alone is unstoppable, they're already done. So, you know, the hyperscalers are going to continue to boom. I think they're going to drive the infrastructure. I think Amazon's going to be really strong at silicon and physics and squeeze every ounce atom out of every physical thing and then get latency as your bottleneck and the rest is all going to be... >> That never blew me away, a hundred million to create kind of an open AI, you know, competitor. Look at companies like Lacework. >> John: Some people have that much cash on the balance sheet. >> These are security companies that have raised a billion dollars, right? To compete. You know, so... >> If you're not shifting left what do you do with data, shift up? >> But, you know. >> What did you learn, George? >> I'm listening to you and I think you're helping me crystallize something which is the software infrastructure to enable the data apps is wide open. The way Zhamak described it is like if you want a data product like a sales and operation plan, that is built on other data products, like a sales plan which has a forecast in it, it has a production plan, it has a procurement plan and then a sales and operation plan is actually a composition of all those and they call each other. Now in her current platform, you need to expose to the developer a certain amount of mechanics on how to move all that data, when to move it. Like what happens if something fails. Now Muglia is saying I can hide that completely. So all you have to say is what you want and the underlying machinery takes care of everything. The problem is Muglia stuff is still a few years off. And Tristan is saying, I can give you much of that today but it's got to run in the data warehouse. So this trade offs all different ways. But again, I agree with you that the Cloud platform vendors or the ecosystem participants who can run across Cloud platforms and private infrastructure will be the next platform. And then the cloud platform is sort of where you run the big honking centralized stuff where someone else manages the operations. >> Sounds like middleware to me, Dave >> And key is, I'll just end with this. The key is being able to get to the data, whether it's in a data warehouse or a data lake or a S3 bucket or an object store, Oracle database, whatever. It's got to be inclusive that is critical to execute on the vision that you just talked about 'cause that data's in different systems and you're not going to put it all into some new system. >> So creating middleware in the cloud that sounds what it sounds like to me. >> It's like, you discovered PaaS >> It's a super PaaS. >> But it's platform services 'cause PaaS connotes like a tightly integrated platform. >> Well this is the real thing that's going on. We're going to see how this evolves. George, great to have you on, Dave. Thanks for the summary. I enjoyed this segment a lot today. This ends our stage performance live here in Palo Alto. As you know, we're live stage performance and syndicate out virtually. Our afternoon program's going to kick in now you're going to hear some great interviews. We got ChaosSearch. Defining the network Supercloud from prosimo. Future of Cloud Network, alkira. We got Saks, a retail company here, Veronika Durgin. We got Dave with Western Union. So a lot of customers, a pharmaceutical company Warner Brothers, Discovery, media company. And then you know, what is really needed for Supercloud, good panels. So stay with us for the afternoon program. That's part two of Supercloud 2. This is a wrap up for our stage live performance. I'm John Furrier with Dave Vellante and George Gilbert here wrapping up. Thanks for watching and enjoy the program. (bright music)