(soft music) >> Narrator: From theCUBE studios in Palo Alto in Boston, connecting with thought leaders all around the world: this is a CUBE conversation. >> Everyone, welcome to this special cube conversation. We're here in the Palo Alto studios, where I am; here during this critical time during the corona virus and this work at home current situation across the United States and around the world. We've got a great interview here today around cybersecurity and the threats that are out there. The threats that are changing as a result of the current situation. We got two great guests; Derek Manky, Chief Security Insights and Global Threat Alliances at FortiGuard labs. And Renee Tarun, deputy Chief Information Security Officer with Fortinet net. Guys, thanks for remotely coming in. Obviously, we're working remotely. Thanks for joining me today on this really important conversation. >> It's a pleasure to be here. >> Thanks for having us. >> So Renee and Derek. Renee, I want to start with you as deputing CISO. There's always been threats. Every day is a crazy day. But now more than ever over the past 30 to 45 days we've seen a surge in activity with remote workers. Everyone's working at home. It's disrupting family's lives. How people do business. And also they're connected to the internet. So it's an endpoint. It's a (laughs) hackable environment. We've had different conversation with you guys about this. But now more than ever, it's an at scale problem. What is the impact of the current situation for that problem statement of from working at home, at scale. Are there new threats? What's happening? >> Yeah, I think you're seeing some organizations have always traditionally had that work at home ability. But now what you're seeing is now entire workforces that are working home and now some companies are scrambling to ensure that they have a secure work at home for teleworkers at scale. In addition some organizations that never had a work from home practice are now being forced into that and so a lot of organizations now are faced with the challenge that employees are now bringing their own device into connecting to their networks. 'Cause employees can't be bring their workstations home with them. And if they don't have a company laptop they're of course using their own personal devices. And some personal devices are used by their kids. They're going out to gaming sites that could be impacted with malware. So it creates a lot of different challenges from a security perspective that a lot of organizations aren't necessarily prepared for. It's not only from a security but also from a scalability perspective. >> When I'm at home working... I came into the studio to do this interview. So I really wanted to talk to you guys. But when I'm at home, this past couple weeks. My kids are home. My daughter is watching Netflix. My son's gaming, multiplayer gaming. The surface area from a personnel standpoint or people standpoint is increased. My wife's working at home. My daughters there, two daughters. So this is also now a social issue because there are more people on the WiFi, there's more bandwidth being used. There's more fear. This has been an opportunity for the hackers. This crime of fear using the current situation. So is it changing how you guys are recommending people protect themselves at home? Or is it just accelerating a core problem that you've seen before? >> Yeah, so I think it's not changing. It's changing in terms of priority. I mean, all the things that we've talked about before it's just becoming much more critical. I think, at this point in time. If you look at any histories that we've... Lessons we've learned from the past or haven't learned (laughs). That's something that is just front and center right now. We've seen attack campaigns on any high level news. Anything that's been front and center. And we've seen successful attack campaigns in the past owing to any sort of profile events. We had Olympic destroyer last last Olympic period, when we have them in Korea as an example, in South Korea. We've seen... I can go back 10 years plus and give a History timeline, every single there's been something dominating the news. >> John: Yeah. And there's been attack campaigns that are leveraged on that. Obviously this is a much higher focus now given the global news domination that's happening with COVID. The heightened fear and anxiety. Just the other day FortiGuard labs, we pulled up over 600 different phishing emails and scam attempts for COVID-19. And we're actively poring through those. I expect that number to increase. Everybody is trying to hop on this bandwagon. I was just talking to our teams from the labs today. Groups that we haven't seen active since about 2011, 2012. Malware campaign authors. They're riding this bandwagon right now as well. So it's really a suction if you will, for these cyber criminals. So all of the things that we recommend in the past, obviously being vigilant, looking at those links coming in. Obviously, there's a lot of impersonators. There's a lot of spoofing out there. People prefer pretending to be the World Health Organization. We wrote a blog on this a couple of weeks back. People have to have this zero trust mentality coming in. Is everyone trying to ride on this? Especially on social networks, on emails. Even phishing and voice vishing. So the voice phishing. You really have to put more... People have to put more of a safeguard up. Not only for their personal health like everyone's doing the social distancing but also virtual (laughs) social distancing when it comes to really trusting who's trying to send you these links. >> Well, I'm glad you guys have the FortiGuard guard labs there. And I think folks watching should check it out and keep sending us that data. I think watching the data is critical. Everyone's watching the data. They want the real data. You brought up a good point, Rene. I want to get your thoughts on this because the at scale thing really gets my attention because there's more people at home as I mentioned from a social construct standpoint. Work at home is opening up new challenges for companies that haven't been prepared. Even though ones that are prepared have known at scale. So you have a spectrum of challenges. The social engineering is the big thing on Phishing. You're seeing all kinds of heightened awareness. It is a crime of opportunity for hackers. Like Derek just pointed out. What's your advice? What's your vision of what's happening? How do you see it evolving? And what can people do to protect themselves? What's the key threats? And what steps are people taking? >> Yeah, I think, like Derek said, kind of similar how in the physical world we're washing our hands. We're keeping 6 feet away from people. We could distance from our adversaries, as well. Again when you're looking at your emails ensuring that you're only opening attachments from people that you know. Hovering over the links to ensure that they are from legitimate sources. And being mindful that when you're seeing these type of attacks coming in, whether they are coming through emails. Through your phones. Take a moment and pause and think about would someone be contacting me through my cell phone? Through sending me a text message? or emails asking me for personal information? Asking me for user IDs and passwords, credential and information. So you kind of need to take that second and really think before you start taking actions. And similar to opening attachments we've seen a lot of cases where someone attaches a PDF file to an email but when you open up the PDF it's actually a malware. So you need to be careful and think to yourself, was I expecting this attachment? Do I know the person? And take steps to actually follow up and call that person directly and say, "Hey, did you really send this to me? "Is this legitimate?" >> And the thing-- >> You got to to be careful what you're opening up. Which links you click on. But while I got you here, I want to get your opinion on this because there's digital attacks and then there's phone based attacks. We all have mobile phones. I know this might be a little bit too elementary, but I do want to get it out there. Can you define the difference in phishing and spear phishing for the folks that are trying to understand the difference in phishing and spear phishing techniques. >> The main difference is spear phishing is really targeting a specific individual, or within a specific role within a company. For example, targeting like the CEO or the CFO. So those are attacks that are specifically targeting a specific individual or specific role. Where phishing emails are targeting just mass people regardless of their roles and responsibilities. >> So I'm reading the blog post that you guys put out. Which I think everyone... I'll put the link on SiliconANGLE later. But it's on fortinet.com Under digital attacks you've got the phishing and spear phishing which is general targeting an email or individually spear spearing someone specifically. But you guys list social media deception, pre-texting and water holing as the key areas. Is that just based on statistics? Or just the techniques that people are using? Can you guys comment on and react to those different techniques? >> Yeah, so I think with the water holing specifically as well. The water holing attack refers to people that every day as part of their routine going to some sort of, usually a news source. It could be their favorite sites, social media, etc. Those sorts of sources because it's expected for people to go and drink from a water hole, are prime targets to these attackers. They can be definitely used for spear phishing but also for the masses for these phishing campaigns. Those are more effective. Attackers like to cast a wide net. And it's especially effective if you think of the climate that's happening right now, like you said earlier at the start of this conversation. That expanded attack surface. And also the usage of bandwidth and more platforms now applications. There's more traffic going to these sites simply. People have more time at home through telework. To virtually go to these sites. And so, yeah. Usually what we see in these water holing attacks can be definitely phishing sites that are set up on these pages. 'Cause they might have been compromised. So this is something even for people who are hosting these websites, right? There's always two sides of the coin. You got security of your client side security And your service side security-- >> So spear phishing is targeting an individual, water holing is the net that gets a lot of people and then they go from there. Can you guys, Renee or Derek talk about social media deception and pretexting. These are other techniques as well that are popular. Can you guys comment and define those? >> Yeah, so some of the pretexting that you're saying is what's happening is adversaries are either sending text, trying to get people to click on links, go to malicious sites. And they're also going setting up these fabricated stories and they're trying to call. Acting like they're a legitimate source. And again, trying to use tactics and a lot of times scare tactics. Trying to get people to divulge information, personal information. Credit card numbers, social security numbers, user IDs and passwords to gain access to either-- >> So misinformation campaigns would be an example that like, "I got a coven virus vaccine, put your credit card down now and get on the mailing list." Is that was that kind of the general gist there? >> Absolutely. >> Okay. >> And we've also seen as another example, and this was in one of our blogs I think about a couple weeks ago some of the first waves of these attacks that we saw was also again, impersonating to be the World Health Organization as part of pretexting. Saying that there's important alerts and updates that these readers must read in their regions, but they're of course malicious documents that are attached. >> Yeah, how do people just get educated on this? This is really challenging because if you're a nerd like us you can know what a URL looks like. And you can tell it's a host server or host name, it's not real. But when they're embedded in these social networks, how do you know? what's the big challenge? Just education and kind of awareness? >> Yeah, so I'll just jump in quickly on that. From my point of view, it's the whole ecosystem, right? There's no just one silver bullet. Education, cyber hygiene for sure. But beyond that obviously, this is where the security solutions pop in. So having that layered defense, right? That goes a long way of everything from anti-spam to antivirus. To be able to scan those malicious attachments. Endpoint security. Especially now in the telework force that we're dealing with having managed endpoint security from distributed enterprise angle is very important because all of these workstations that were within the corporate network before are now roaming--quote unquote--roaming or from home. So it's a multi-pronged approach, really. But education is of course a very good line of defense for our employees. And I think updated education on a weekly basis. >> Okay, before we get to the remote action steps, 'Cause I think the remote workers at scales like the critical problem that we're seeing now. I want to just close out this attack social engineering thing. There's also phone based attacks. We all have mobile phones, right? So we use such smartphones. There's other techniques in that. What are the techniques for the phone based attacks? >> Yeah, a lot of times you'll see adversaries, they're spoofing other phones. So what happens is that when you receive a call or a text it looks like it's coming from a number in your local area. So a lot of times that kind of gives you a false sense of security thinking in that it is a legitimate call when in reality they're simply just spoofing the number. And it's really coming from somewhere else in the country or somewhere else in the world. >> So I get a call from Apple support and it's not Apple support. They don't have a callback, that's spoofing? >> That's one way but also the number itself. When you see the number coming in. For example, I'm in the 410 area code. Emails coming in from my area code with my exchange is another example where it looks like it's someone that's either a close friend or someone within my community when in reality, it's not. >> And at the end of the day too the biggest red flags for these attacks are unsolicited information, right? If they're asking for any information always, always treat that as a red flag. We've seen this in the past. Just as an example with call centers, hotels too. Hackers have had access right to the switchboards to call guests rooms and say that there's a problem at the front desk and they just want to register the users information and they asked for credit card guest information to confirm all sorts of things. So again, anytime information is asked for always think twice. Try to verify. Callback numbers are a great thing. Same thing in social media if someone's messaging you, right? Try to engage in that dialect conversation, verify their identity. >> So you got-- >> That's also another good example of social media, is another form of essential engineering attacks is where people are creating profiles in say for example, LinkedIn. And they're acting like they're either someone from your company or a former colleague or friend as another way to try and make that human to human connection in order to do malicious things. >> Well, we've discussed with you guys in the past around LinkedIn as a feeding ground for spear phishing because, "Hey, here, don't tell your boss but here's "a PDF job opening paying huge salary. "You're qualified." Of course I'm going to look at that, right? So and a lot of that goes on. We see that happen a lot. I want to get your thoughts, Renee on the the vishing and phishing. Smishing is the legitimate source spoofing and vishing is the cloaking or spoofing, right? >> Yeah, smishing is really the text based attacks that you're seeing through your phones. Vishing is using more of a combination of someone that is using a phone based attack but also creating a fake profile, creating a persona. A fabricated story that's ultimately fake but believable. And to try and encourage you to provide information, sensitive information. >> Well, I really appreciate you guys coming on and talking about the attackers trying to take advantage of the current situation. The remote workers again, this is the big at scale thing. What are the steps that people can take, companies can take to protect themselves from or the at scale remote worker situation that could be going on for quite some time now? >> Yeah. So again, at that scale with people in this new normal as we call it, teleworking. Being at scale is... Everyone has to do their part. So I would recommend A from an IT standpoint, keeping all employees virtually in the loop. So weekly updates from security teams. The cyber hygiene practice, especially patch management is critically important too, right? You have a lot of these other devices connected to networks, like you said. IoT devices, all these things that are all prime attack targets. So keeping all the things that we've talked about before, like patch management. Be vigilant on that from an end user perspective. I think especially putting into the employees that they have to be aware that they are highly at risk for this. And I think there has to be... We talked about changes earlier. In terms of mentality education, cyber hygiene, that doesn't change. But I think the way that this isn't forced now, that starts with the change, right? That's a big focus point especially from an IT security standpoint. >> Well, Derek, keep that stat and keep those stats coming in to us. We are very interested. You got the insight. You're the chief of the insights and the global threat. You guys do a great job at FortiGuard guard labs. That's phenomenal. Renee, I'd like you to have the final word on the segment here and we can get back to our remote working and living. What is going on the mind of the CISO right now? Because again, a lot of people are concerned. They don't know how long it's going to last. Certainly we're now in a new normal. Whatever happens going forward as post pandemic world, what's going on in the mind of the CISO right now? What are they thinking? What are they planning for? What's going on? >> Yeah, I think there's a lot of uncertainty. And I think the remote teleworking, again, making sure that employees have secure remote access that can scale. I think that's going to be on the forefront. But again, making sure that people connecting remotely don't end up introducing additional potential vulnerabilities into your network. And again, just keeping aware. Working closely with the IT teams to ensure that we keep our workforces updated and trained and continue to be vigilant with our monitoring capabilities as well as ensuring that we're prepared for potential attacks. >> Well, I appreciate your insights, folks, here. This is great. Renee and Derek thanks for coming on. We want to bring you back in when should do a digital event here in the studio and get the data out there. People are interested. People are making changes. Maybe this could be a good thing. Make some lemonade out of the lemons that are in the industry right now. So thank you for taking the time to share what's going on in the cyber risks. Thank you. >> Thank you, we'll keep those stats coming. >> Okay, CUBE conversation here in Palo Alto with the remote guests. That's what we're doing now. We are working remotely with all of our CUBE interviews. Thanks for watching. I'm John Furrier, co-host to theCUBE. (soft music)

(uplifting music) >> Hello and welcome to this special CUBE Conversation. I'm John Furrier, here in Palo Alto at theCUBE studios for a special conversation with Tarun Thaker, general manager of Datos IO, part of Rubrik. Last time I interviewed you, you were the CEO. You guys got acquired, congratulations. >> Thank you, thank you, John. Very happy to be here. >> How'd that go? How'd the acquisition go? >> Excellent, excellent. I Met Bipul about August of last year and it was sort of perfect marriage waiting to happen. We were both going after the broader irresistible opportunity of data management. >> I've enjoyed our previous conversations because you guys were a hot, growing start up and then you look at Rubrik, if you look at the success that they've been having, just the growth in data protection, the growth in cloud, you guys were on with from the beginning with Datos. Now you got a management team, you got all this growth, it is pretty fun to watch and I'll see you locally in Palo Alto so it's been interesting to see you guys. Huge growth opportunity. Cloud people are realizing that this is not a side decision. >> No. >> It's got to be done centrally. The customers are re architecting to be cloud native. The on premises, we saw big industry movements happening with Amazon at VMworld announcing RDS on VMware on premises. >> Correct. >> Which validates that the enterprises want to have a cloud operation, both on premise. >> Yes. >> And in cloud. How has this shaped you guys? You have big news, but this is a big trend. >> No, absolutely. John, I think you rightly said, the pace of innovation at Rubrik and the pace of market adoption is beyond everybody's imagination, right? When I said that it was sort of a marriage waiting to be happened, is if you look at the data management tam it's close to 50 billion dollars, right? And you need to build a portfolio of products, right? You need to sort of think about the classical data center applications because on prem is still there and on premises is still a big part of spending. But if you look at where enterprises are racing to the cloud. They're racing given digital transformation. They're racing customer 360 experience. Every organization, whether it be financials, maybe healthcare, maybe commerce, wants to get closer to the end customers, right? And if you look underneath that macro trend, it's all this cloud native space. Whether it be Kubernetes and Docker based containers or it could be RDS which is natively built in the cloud or it could be, hey I want to now run Oracle in the cloud, right? Once you start thinking of this re architecting stack being built in the cloud, enterprises will not leap and spend those top dollars that they spend on prem if they don't get a true, durable data management stack. >> And one of the things I really was impressed when you Datos, now it's part of Rubrik, is you were cloud up and down the stack. You were early on cloud, you guys thought like cloud native. Your operations was very agile. >> Thank you. >> Everything about you, beyond the product, was cloud. This is a critical success now for companies. They have to not just do cloud with product. >> Correct. >> Their operational impact has to be adjusted, how they do business, the supply chains, the value chains. These things are changing. >> The licensing, the pricing. >> This is the new model. >> Yes. >> This is where the data comes in. This is where the support comes in. You guys have some hard news, Datos IO 3.0. What's the big news? >> John, as you said, we've been very squarely focused on what we called the NoSQL big data market, right? We, if you look at, you know you talked about Amazon RDS, if you go to the Amazon business, Amazon database business is about four billon dollars today, right? Just think about that. If you take a guess on number one data base in Amazon native, it's not Oracle, it's MySQL. Number two, it's not SQL Server, it's Mongo DB. So if you look at the cloud native stack, we made this observation four years ago, as you said, that underneath this was all NoSQL. We really found that blue ocean, as we call it, the green field opportunity and go build the next Veritas for that space. You know, with 3.0, Bipul likes to call it in accordance to his leadership, consolidate your gains. Once you find an island full of gold coins, you don't leave that island. (laughing) You go double down, triple down, right? You don't want to distract your focus so 3.0 is all about us focusing. Really sort of the announcements are rooted around three vectors, as we call it. Number one, if you look at why Rubrik was so successful, you know you went into a pretty gorilla market of backup but why Rubrik has been successful at the heart is this ease of use and simplicity. And we wanted to bring that culture into, not only Datos team, but also into our product, right? So that was simplicity. Large scale distributive systems are difficult to deploy and manage so that was the first part. Second part was all about, you know, if you look at Mongo. Mongo has gone from zero to four billion dollars in less than 10 years. Every Fortune 2000, 500, Global 2000 customer is using Mongo in some critical way. >> Why is that? I mean people were always, personally we love Mongo DB, but people were predicting their demise every year. "Oh, it's never going to scale," I've heard people say and again, this is the competition. >> Correct. >> We know who they are. But why is the success there? Obviously NoSQL and unstructured data's big tsunami and there's more data coming in than ever before. Why are they successful? >> Excellent. That's why I enjoy being here, you go to the why not the what and the how. And the why is rooted for why Mongo DB's so successful, is application developers. We've all read this book, developers are the king makers of the IT, not your IT and storage admins? And Mongo found that niche, that if I can go build a database which is easier for an application developer, I will build a company. And that was the trend they built the company around. Fast forward, it's stock that is trading at $80 a piece. >> Yeah. >> To four billion plus in market. >> Yeah and I think the other thing I would just add, just riffing on that, is that cloud helps. Because where Mongo DB horizontally scales-- >> Elastic. >> The old critics were saying, thinking vertical scale. >> Correct. >> Cloud really helps that. >> Absolutely, absolutely. Cloud is our elastic resources, right? You turn it out and you turn it down. What we found in the first, as you know in the last two to three years journey of 1.0, 2.0, that we were having a great reception with Mongo DB deployments and again, consolidate your gains towards Mongo so that was the second vector, making Datos get scale out for Mongo DB deployments. Number three, which is really my most favorite was really around multi cloud is here, right? No enterprise is going to really, bet only on one form of Amazon or one form of Google Cloud, they're going to bet it across these multiple clouds, right? We were always on Amazon, Google. We now announced Datos natively available on Amazon, so now if you have enterprise customers doing NoSQL applications in Amazon, you can protect that data natively to the cloud, being the Azure cloud. >> So which clouds are you guys supporting now with 3.0? Can you just give the list? >> Yep, yep. We supported Amazon from very early days, AWS. Majority of customers are on Amazon. Number two is Google Cloud, we have a great relationship with Google Cloud team, very entrepreneurial people also. And number three's Azure. The fourth, which is sort of a hidden Trojan horse is Oracle Cloud. We also announced Datos on Oracle Cloud. Why, you may ask? Because if you look at, again, NoSQL and data stacks in Cassandra, we saw a very healthy ecosystem building for Cassandra and Oracle Cloud, for obvious reasons. It was very good for us to follow that tailwind. >> Interestingly I was just at Oracle yesterday for a briefing, and I'm not going to reveal any confidential information, because it's all on the record. They're heavily getting to cloud native. They have to. >> They have to. There's no choice. They cannot be like tiptoeing, they have to go all in. >> And microservices are a big thing. This is something that you guys now have focus on. Talk about the microservices. How does that fit in? Because you look at Kubernetes, Kubernetes is becoming that kind of TCPIP moment for the cloud world or TCPIP powered networked and created inter working. The inter cloud or the multi cloud relationship? >> Correct, all the cloud native. >> Kubernetes is becoming that core catalyst. Got containers on one side, service meshes on the other. This brings in the data equation, stateful applications, stateless applications, this is going to change the game for developers. >> Absolutely. >> Actually now you have a backup equation, how do you know what to back up? >> Correct. >> What's the data? >> Correct. >> What's the impact? >> Yeah. So the announcement that we announced, just to cover that quickly, is we were seeing that trend. If you look at these developers or these DBAs or data base admins who are going to the cloud and racing to the cloud? They're not deploying OVA files. They're not deploying, as you said, IP network files, right? They want to deploy these as containerized applications. So running Mongo as a Docker container or Cassandra as a Docker container or Couch as a Docker container and you cannot go to them as a data management product as an age old mechanism of various bits and bytes. So we announced two things, Datos is now available as a Docker container, so you can just get a Docker file and run your way. And number two is we can also protect your NoSQL applications that are Dockerized or that are containerized, right? And that's really our first step into what you're seeing with Amazon EKS, right? Elastic Kubernetes Service. If you saw NetApp announced yesterday the acquisition of Kubernetes as a service, right? And so our next step, now that we've enabled Docker container of Datos, is to how do we bring Kubernetes as a service on top of Docker because Docker to deploy, orchestrate, manage that by itself is really still a challenge. >> Yeah containers is the stepping stone to orchestration. >> Correct, correct. >> You need Kubernetes to orchestrate the containers. >> That is correct, that is correct. >> Alright so summarize the announcements. If you had to boil this down, what's the 3.0? >> So if I were to sort come back and give you sort of the headline message, it is really our release to go crack open into the Fortune 500, Global 2000 enterprises. So if you remember, 60% of our customers are already what we call it internally, R2K, global 2000 customers so Datos, 60% of our customers who are large Fortune 500 customers. >> They're running mission critical? >> They're mission critical, no support applications. >> So you're supporting mission critical applications? >> Absolutely, some of our biggest customers, ACL Worldwide, one of the largest financial leading organization. Home Depot, that we have talked about in the past, right? Palo Alto Networks, the worlds largest cloud security networking company, right? If you look at these organizations they are running cloud native applications today. And so this release is really our double down into cracking open the Global 2000 enterprises and really staying focused at that market. >> And multi cloud is critical for you guys? >> Oh, absolutely. Any enterprise software company without, especially a data company, right? At the end of the day, it's all about data. >> Tarun, talk about why multi cloud, at some point. I'd love to get your expert opinion on this because you know Kubernetes, you see what's coming around the corner with service meshes and all this cool stuff because it impacts the infrastructure. With multi cloud, certainly what everyone's asking about, hybrid and multi cloud. Why is multi cloud important? What's the impact of multi cloud? >> Great question, John. You know, I think it's rooted in sort of three key reasons, right? Number one, if you look at what enterprises did back in the day, right history repeats itself, right? They never betted only on IBM servers. They bought Dell servers, they bought HP servers. Never anybody betted only on ESX as the virtual hypervisor platform. They betted on KBM and others, right? Similarly if you look at these enterprises, the ones that we talked about, Palo Alto Networks, they're going to run some of the applications natively on Amazon but they want DR in Google Cloud so think about a business use case being across clouds. So that's the one, right? I want to run some applications in Amazon because of elasticity, ease of use, orchestration but I want to keep my DR in a different site but I don't want to a colo, right? I want to do another cloud, so that's one. Number two is some of your application developers are, you know, in different regions, right? You want to enable sort of different cloud sites for them, right? So it's just locality, would be more of a reason and number three which is actually, probably I think the most important, is if you look at Amazon and what they have done with the book business, what they've done with others, e-commerce organizations like eBay, like Home Depot, like Foot Locker, they're very wary of betting the farm on a retail organization. Fundamentally Amazon is a retail organization, right? So they will go back, their use cases on Google cloud, they'll go back their use cases on Azure cloud so it's like vertical. Which vertical is prone or more applicable to a particular cloud, if that make sense? >> And so having multi vendors been around for a while in the enterprise, so multi vendor just translates to multi cloud? >> There you go, yes, yes. >> How about what's goin' on with you guys? Next week is Microsoft Ignite, their big cloud show from Microsoft. You guys have a relationship with them. In November you announced a partnership. >> Correct. >> Rubrik and you guys are doing that, so what's going on with them? You're co-selling together? Are they joint developing? What's the update? >> Ignite, so Microsoft, I'll give an update on Microsoft and then Ignite. As you know, John Thompson is on our board and you know fundamentally the product that we have built, Azure team, working with them, we have come to realize that it's a great product to bring data to the cloud. >> Right. >> And we have a very good, strong product relationship with Microsoft, we have a co-sell meaning their reps can sell Rubrik and get quota retirement, that's massive, right? Think for both the companies, right? And companies don't make those decisions, John, lightly. Those decisions are made very strictly. >> Quota relief is great. >> It's huge. >> It's a sales force for you guys. >> Exactly, yep. For us, specifically on Ignite, with this release we announced Azure. We worked very closely with the Azure storage division. When we pitched them, hey we are now, Datos is available on Azure, the respect that we got was amazing. We had a Microsoft quote in our press release. At Ignite next week we have dedicated sessions talking about NoSQL back ups on Microsoft, natively being protected on Azure Cloud. It's good for them, good for us, huge announcement next week. >> That's good. You guys have done the work in the cloud and it's interesting, early cloud adopters get some dividends on that. Just to summarize the chat here, if you had to talk to customer who's watching or interested and sees all this competition out there, a lot of noise in the industry, how would you summarize your value proposition? What's the value that you're bringing to the table? How do you guys compete on that value? Why Datos? >> Perfect, thank you. It's, again, simple order in one to three. Number one, we're helping you accelerate journey to the cloud. Right, you want to go the cloud, we understand Fortune 500 enterprises want to race to the cloud. You don't want to race without protection, without data management. It's your data, it needs to be in your control so that's one. We're helping you race to the cloud, yet keeping your data in your hands. Number two, you are buying a truly cloud native software not a software that was built 20 years ago and shrink wrapped into cloud. This is a product built into technologies which are cloud native, right? Elasticity, you can scale up Datos, you can scale down Datos, just like Amazon resources so you're truly buying an elastic technologies rooted data management product. And number three, you know if you really look at cloud, cloud to you as a customer is all about, hey can I build, not lift and shift, cloud native. And you're adopting these new technologies, you don't want to not think about protection, management, DR, those critical business use cases. >> And thinking differently about cloud operations is critical. Great to see you Tarun. Thanks for coming on and sharing the news on Datos 3.0, appreciate it. I'm John Furrier, here in Palo Alto Studios with the general manager of Datos IO, now part of Rubrik, formerly the CEO of Datos, Tarun Thaker, thanks for watching. I'm John Furrier, thanks for watching theCUBE. (uplifting music)

(uplifting music) >> Hello, everyone. Welcome to theCUBE Conversations here at the Palo Alto Studios for theCUBE. I'm John Furrier the co-host of theCUBE, co-founder of SiliconANGLE. We're here for Thought Leader Thursday, and my guest here to talk about the cloud, earnings in the industry, and also all the mega trends happening is Tarun Thakur, who is the co-founder and CEO of Datos.IO, hot start up out of Los Gatos, California. Welcome back to theCUBE, great to see you. >> Thank you, John, thank you, good to be back. >> We love having entrepreneurs come in because you guys are on the cutting edge, you're sweating bullets, you're stressing out, you're building the company. You guys are still in a growth mode, which is great, congratulations. >> Thank you. >> But you're also playing in the cloud game. You're in the ecosystem. We're seeing massive visibility now into the numbers. You see the cloud earnings just came out. Amazon continues to crush it. Microsoft, they're bundling 365 and they're juicing the numbers up but we all know what's going on there, but still, they're looking good. >> Correct. >> And then Google's a dark horse with really that developer platform looking good. So the big three are popping. But, you know, Facebook just announced a $10 billion quarter. They're a cloud too, not to be reckoned with, but kind of not in the pure infrastructures of service. So clearly the market has shown that there is some stability. We're in the second, third inning maybe of this cloud game. What's your take on the marketplace? >> No, I think this is an excellent topic. Thank you, John, for again having us back. Always great to be here. So, you know, the way I think about what's happening really in the cloud is really from three dimensions. Number one, you know, you rightly said $20 billion is what Amazon is on a run rate business of. We personally believe it's still the first innings. It's not the second or the third. You know, they've seen a massive adoption as its called the product market for developilabilty, where the developers, where the application developers, where the SMBs of the world, but the enterprises are just starting to scratch the surface of the cloud. We believe the cloud is in the first innings. The real growth. >> Enterprise cloud. >> Enterprise cloud is just beginning. Just beginning, right. I was, you know, I'll give you quickly an example. I was out in Denver visiting a customer, which is the world's largest, one of the world's largest, shipping companies. They are moving as fast as possible to the cloud, but this is their first foray. But their first foray is not five terabytes or 50 terabytes. Their first foray is 50 petabytes of data. >> So they're moving big time. >> Oh, they're moving big time. >> This is not a toe in the water. >> No, they took two years to evaluate it, and then they go big. >> Right, so talk about the trends here because let's tease through the numbers. I looked at all the earnings, and again, Microsoft is doing well, but remember, they're bundling Office 365, which kind of puts Google unnoticed because Google's got a huge presence that they could roll in. So there's a lot of number games going on that the analysts are kind of pointing out, and we're pointing out, but Amazon has just been crushing it on overall performance. >> Right. >> I mean look at the compute that's going on, the scale, they've got thousands of enterprise customers, and still there's a lot more growth there because the on-prem, true private cloud, is still growing. >> That's correct. >> So what is the state of the enterprise now, and who is using the public cloud more, and who's using it less, and why are they doing that? Is it a makeup, is it a DNA culture? Is it just evolution? >> No, it's just evolution, John. I think the enterprises are finally latching on to this, I think they are, but they're latching on it in a big way. Right, and so that's the second point that I sort of wanted to highlight that while you call Google the Trojan horse, and Amazon being the lead, and then Microsoft somewhere in the middle, let's not forget about Oracle cloud. Larry Ellison is a formidable competitive spirit. He's not going to give up. He has not given up so far. They are going to build an Oracle cloud. There will be a-- >> Well they have an Oracle cloud. >> They have an Oracle cloud. But, you know, having versus really truly-- >> It's so funny, Larry Ellison called Salesforce a fake cloud, but a lot of people are calling Oracle a fake cloud. >> A fake cloud. >> But Oracle on Oracle, we've entered Dave Donatelli, Larry is the only one that hasn't come on theCUBE. Oracle cloud works great with Oracle. >> Correct. >> They're trying to put the message out there that Oracle is working well with cloud native. They're in the Cloud Native Foundation now. >> Sure, sure. >> CNCF, so you stayed in Oracle amidst Avery and folks over there doing a great job, so, but they're not getting the word out. Oracle's not getting the job done because no one sees Oracle as a cool cloud native company. >> No, and they're not. And I think that's a very valid point. But what I'm saying is that there will be room There is oxygen in this market to get the fourth and the fifth cloud provider. There will be specialized clouds. And there will be places for that. Because Amazon is not an answer for all. It is definitely an answer for majority of your workloads, but the HPC, the high performance computing workloads, the GPU workloads, the Oracle. You know, you look at the number one database in the cloud that Amazon claims openly is MySQL. It's not Oracle. An Amazon database business, if they're making 20 billion in total AWS, I will tell you about 40% or 50% of their business is database. And that's not Oracle. So think of five to $10 billion of revenue and money that Amazon is making is not Oracle. >> What's that mean? Does that mean Oracle's losing money or. That's leakage on Oracle's model? Is that Oracle still has an opportunity? Cause they still control a lot of databases. >> Thank you and, thus, thank you, thank you for asking that. It's not that Oracle is losing money, it's the next generation applications, it's the cloud enabled applications. >> So it's growth, it's pure growth. >> It's the new oxygen, it's the new wealth creation. >> So it's like the classic example when the internet started. Web traffic increased because more people were using the internet. >> Correct. >> So what you're saying is that cloud has created a more database market. Amazon's getting a big chuck of it there, but Oracle still has the database market. >> For example if you look-- >> And SAP too. >> And look at the third reason of these clouds, if you look at AIML, right, these applications, the Alexa, the Siri-like applications, and the applications that will be built on top of this, will be built in the cloud. You're not going to start building Alexa AI application on prem infrastructure. That is not happening. And that's the third part of this whole cloud. We say it's $20 billion and we have barely scratched the surface on AI, ML, and blockchain. And all those applications that will be built, will be built on cloud elastic infrastructure. >> Alright, so what's your take? I mean, right now Amazon's winning the cloud game, Oracle, I wouldn't call them number four, but they're trying to juice the numbers up as well, but they clearly have an installed base, and they're not going anywhere. >> Tarun: Captive audience. >> SAP is going multi-cloud, so you're seeing SAP starting to put their, looking at saying, hey, we want our customers to run Oracle SAP on any cloud, so they're clearly thinking multi-cloud. Who else is out there? Alibaba cloud is now coming to the US in San Mateo, so they're number seven cloud but four worldwide, right? >> Tarun: Correct. >> So, pure worldwide numbers, Alibaba's four. >> Yes, so I'll start with Ali cloud. You know, you talk about Alibaba, their cloud is called Ali cloud, and fortunately, as you're building a company, as you talked about earlier on in our offline conversation, you get to meet all the way from governed DoD's and DIA's of the world too. We worked with Ali cloud executive team just a few weeks ago and they were out here in the bay area. Didi is the de facto car hailing company, it's not Uber, in China. We believe Ali cloud will be that in China. There will be a fifth cloud, there will be a sixth cloud. To my point, there will be specialized clouds. Amazon's not going to win this entire pie. And there will be clouds outside of US markets. >> Well I had a chance to tell Karen Lu and Dr. Min Wen Li as well as Dr. Wong at Alibaba in China a few weeks ago, and if you look at what they're doing in China, it's not just cloud. They've got eCommerce, they've got the city brain project. They're looking at holistically around data. Data's fundamental to their vision. I think that's consistent with what we're seeing in the US. A little bit more broader scope because IT here is a little bit more, has more legacy. China's got much more focus and got some government controls in there to get some latitude to do the right things. But the consumers are moving faster in China. If you look at the mobile growth. >> Absolutely. >> John: Huge indicator. >> Look at the Didi's growth. Didi's growth is more faster than Uber's growth. Right, and they've built a massive, massive company out there. >> IoT is pretty hot in China, you're starting to see that. I mean, this is a re-imagining of cloud, so you guys are in the middle of it with back on the road recovery. So as a CEO you're in the body swerving, car's that are flying by you, you're trying not to get run over. You've got a good market opportunity with the cloud because GDPR's coming right around the corner. >> Yes, yes, absolutely. >> So what's your strategy? Are you, I mean, I'm paraphrasing, not dodging cars, but, I mean, as a start up you've got to worry about your success might kill you, but how do you manage the business? I mean, how are you looking at this? Because you've got a great opportunity, and it's a growth market. >> Thank you, thank you. No we're lucky and fortunate that some of the decisions we made back four years ago people used to laugh, why are you going in this market of cloud data applications and isn't eight out of $10 dollars being spent on Oracle. Why would you go off to that. And, we're like, guys that's today. Where the puck is going. The puck is going towards the cloud and cloud applications. And to answer your question, we've found beautiful beautiful excellent product market fit. A little bit about the company. >> John: What's the use case? >> We're just classically going backup in recovery use cases. Built for cloud native applications. So, for example, I talked about the number one database in the cloud is MySQL. The number two database on prem is SQL Server. Take a guess on number two database in the cloud. It's MongoDB, they just went IPO two weeks ago. Number two database on Amazon is MongoDB. Who thought that five years ago? >> Well Lamp Stack its just open stores driving a lot of this action. >> So, I'll give you an example, one of our biggest, biggest customers which we're going to be announcing very soon, but take the liberty to share here, OpenTable. OpenTable, we are protecting OpenTable. 2.5 billion documents. That's yours and my reservation. That's your and my reservation that we make for a beautiful restaurant. >> Yeah, and if I change that reservation I've got to have that backed up, but want to bring it back. You guys are doing that. So what's the scale of the OpenTable? Ballpark it. >> So all their entire reservation applications. >> The whole thing. >> I probably will not talk about the datasets. You know, but their entire geo-distributed applications. You could be sitting in New York or you could be in London. >> And in which cloud are they using? >> They are all Google cloud, they're on prem. So they're truly private cloud and public cloud. So I call that a multi cloud data management space. They've a ton of stuff still on prem. They're not going to diverge away from that very quickly. >> What's the Google situation? Sam Ramji is over there doing a great job. Google Next is coming up soon, next year. Great traction, but still people aren't considering Google as the white glove service because, well, Amazon's not really known for that either, but at least they have a lot more, thousands more customers than Google does. >> Yeah so I think that the problem is twofold, in my humble opinion. Or the observation is twofold. One, I think Google needs to amp up their game around cloud and cloud messaging. You open Amazon AWS.cloud website, and you open GCP website, you could just see the differences. How Amazon talks about cloud. You're still selling compute storage network, but they talk business agility. What took a month for SQL Server now takes two hours. That's what you're selling, right? >> You're selling speed and you're selling automation, and you're selling value. >> Orchestration. So I think Google has to amp up their game, and amp up their game around that. >> Are they too technical, too geeky? >> Too nerdy, too geeky and still talking about infrastructure. >> Yeah sure, and I think Sam knows that too. >> And I think second part, which is, you know, they absolutely need to amp up their game not go head on and follow Amazon, find the newer applications and new use cases, where they can go ahead of Amazon. Whenever you're playing Art of War, either you can follow somebody or you go establish your own base. >> If they go frontal attack on these guys they'll lose, they've got to play the shadows. I think they can slingshot around them. I think the developer traction they have is strong, even though Amazon's got strong developer traction. Google's got some goodness with TensorFlow, they've got some great technology, but they've got to stop the game of we're Google, go with us. Enterprises don't work that way even though I get why they say that cause it's true. At some level from a alpha geek perspective, but this isn't the land of alpha geeks, these are real people that have jobs and enterprise IT that won't transform. >> They're real enterprises, who have real DBAs, and real server admins who really care about data services. Going back to the comment-- >> Not just the shiny new toy. I need reliability, proof. >> I want durability of this data. Don't just tell me I can get compute 10 times cheaper than Amazon. That's not what I care about. Change my, talk my language. I care about data services. I called data driven enterprises. >> Okay, as you guys go out and talk to customers, give me the anecdotal view of the landscape of customers. Because obviously the earnings came out. We saw, again, Amazon continuing to do well. But they've got some competition. We just laid and unpacked that. Customers now see this. What's kind of the the conversations in the boardrooms, and then in the trenches in IT and enterprise as they transform because IT is not a department anymore in the future enterprise. It's now a fabric of all things in cloud native. What are the conversations? Are they slowing down, obviously they want to go faster, is it a personnel issue? What are some of the conversations? >> I'll give you real example. We presented recently to a big, massive federal government agency. We cannot take their name out of legal. >> John: They spend a lot of money. >> Out of Washington, D.C. out here in the Bay area. >> CIA. Or, NSA. >> You're looking at the start-ups in the Bay area, and they were like, look why had we ever adopted the IBMs, the mainframes, and the EMCs, and the Dells of the world. We also know the wealth of the innovation is here in Silicon Valley. Right, so they come out once a year. And I can tell you, John, spending two hours that we did with them earlier in the week, and they are accelerating their journey to the cloud. Things that were foreign terms like micro services, that's how they want to build these federal agencies now. Every application has to have microservices. They are not truly there. I'll tell you that. They are not there, but that is top of mind for the CIA. >> And gov cloud has grown very fast, fedramp, all these services. >> Amazon called it Commercial Cloud Service, c2s, built for the government. And that entire team was here. >> Well Tarun great job. Congratulations on your opportunity we just talked about. Datos.IO. You guys, it's Datos.IO if you want to check out the website. You're going to be at Reinvent, you're going to come on theCUBE, we'll be there with two sets. Again, I have 50, you're doing Amazon, love the community there, they do a great job, Andy Jassy comes on, great group, Trace Carlson, among others. What are you expecting to see this year at Amazon? Besides the fact that it's going to be crowded and certainly the show of the year in terms of cloud. >> Momentum, they're going to accelerate the momentum. The amount of services they're planning to announce from, because we work with the team very closely, and the amount of acceleration they're showing, the new partners coming on board, and the partners like us who had one customer, and now we have 20 in Amazon cloud. You know, we just became an advanced technology partner, they understand that. >> So you're happy with how they're working with partners? >> Oh we love Amazon team. We became an advanced technology partner. They drilled us down for three months to prove themselves, yes, Datos can run on their infrastructure. You know, they want to go fast, but they want to go diligent fast. >> Yeah, we love Amazon too, of course. Our crowd chat solver's on their website as a case study using some of their stuff. Thanks so much for coming on, your final thoughts. Earnings, cloud, where are we? >> This is unstoppable force. It's an unstoppable force, we're in the first innings. There's so much opportunity ahead of us. And we couldn't have picked a beautiful market to than what we did. >> And true private cloud as we keep pointing out, turns out that's playing out. On prem activity's high. Your thoughts on on prem? True private cloud? >> It's going to survive, it's going to survive. But it's not going to be the growth place. >> But we think it will grow with the SaaS. >> With the Saas, I agree, but infrastructure. Infrastructure is not going to be growing. So that's our two cents, but you know, we'll be back in a couple of weeks, we have a phenomenal exciting product launch coming up. >> I just tweeted on Twitter this morning $1.5 billion is going to be coming out of on premise, non-differentiated labor operations. Which basically means, the rack and stacking some of these jobs are going to go away. But the growth is in automation, AI, and machine learning, and some SaaS tooling. >> Cloud applications. >> Cloud operations business models growing on premise. >> And those dollars are going to leak to the cloud. >> Yeah, and cloud, it's all to the cloud. Tarun, thanks so much. >> Thank you. >> Co-founder and CEO of Datos.IO. I'm John Furrier here for CUBE Conversation in Palo Alto at our studios, thanks for watching. (techno music)

>> Announcer: Live from Las Vegas, it's theCUBE, covering Dell EMC World 2017. Brought to you by Dell EMC. >> Okay, welcome back everyone. We are here live at Dell EMC World 2017. This is our eighth year of coverage of formerly known as EMC World but is now Dell World. First year of the combined companies. Some say Dell bought EMC, some say EMC bought Dell. Either way, the merger and the acquisition, or combination, however you want to call it, certainly working out. This is Cube coverage of the first year. I'm John Furrier with my co-host, Keith Townsend, CTO advisor. Our next guest is Tarun Thakur, co-Founder and CEO of Datos IO, big news and as well, Peter Smails, Vice President of Marketing and Business Development, a former EMCer, been in the industry. Guys, congratulations, welcome to The Cube. >> Thank you, John. Thank you Keith. >> Thank you very much. >> It's a pleasure to be here. >> Big bang news at the Dell-E, so tons of stories here. Obviously the big story is the combination, but you guys have some really amazing news. Funding, traction, give us the update on the hard news. >> Excellent, thank you, John. First, thank you guys. Thank you very much for the opportunity to be here. The last couple of weeks have been just amazing for us. Last week was all about product, which Peter is going to talk about. Our journey from our one portal to our two portals. That journey is all driven by customers and where the market is headed. But this week was all about enterprise adoption. It's a&bout enterprise activity. You have these two industry stallworths, 200 billion dollars of market cap, recognizing the value of what we have been-- >> John: And so the hard news is, what, Cisco and NetApp have invested? >> Cisco and Neuron Motor invested in Datos today. >> So this is a round of funding from corporate investors. Any VC's coming in as well, or-- >> Both, you know, the investors were already in the company, they claimed their ownership-- >> John: Okay, so they did their pro-rata. They re-upped. Okay so, new corporate investors, that's validation. >> Yes, yes, yes. >> Why are they investing? My masses wants to know, why the hell are they investing? Why don't they just do it themselves? >> Yeah, so you know, look, I think this looks very, very clear that this industry of the data management, or this industry of enterprise with option to the cloud is just massive-paced right now, right? The acceleration is at it's highest gear, so to speak, and we've been working with both those companies for the last few months. They recognize at fundamental level what we've built, like, the application-centric nature of the product, build it fundamentally for cloud ready applications, helping existing customers mobilize their applications to the cloud. You know, you have to-- we have, now, three year lead, into the space, right, and it's best to join forces. >> Well, we had our Cube conversation in our studio in Palo Alto too, and you kind of smiling then, certainly smiling now. The big funding, big fat financing, as they say, but you really kind of coy about not sharing the news to me, which I thought was cool, kept the secret, but you guys have shell-- >> Tarun: I had valid reasons. >> But, the cloud is certainly accelerating. You guys have the tiger by the tail. But, if you look at the VC funding landscape, we were saying yesterday on our opening that, it's a canary in a coal mine. It's a really leading indicator of what's going on in the marketplace. If you're a storage start-up, you're DOA. No one is funding that. They're re-pivoting always. You see, "I got scale out, scale up storage," pivot, pivot, pivot but all of these companies, data management, data backup, and protection are all booming. Massive up, Rubrik, Cohesity, billion dollar valuations. Why are these companies getting such big funding? Why are you guys being so-- Is cloud just creating massive scale for what was normally a white space? >> No, sir. The answer-- I'll go first. >> Go for it. I'll jump in. >> Because you come from this all most recently. (laughter) >> Look, John, there has been no innovation in the space of backup and recovery for the last three years. We've been still living in the world of four-wall data center media-server based architectures, and backup and recovery products that were truly return for tape architectures. That world ain't exist in this cloud world. There has been no innovation, and now you see complete replacing of good companies. Great follow up companies to be p6art of. All of us recognize the disruption of opportunity, and recognize what we all do for the next 10, 20 years. >> And I'll jump on that. So, if you net it out, there's really two things happening. You know, 70% of CIO's have a cloud-first strategy. So, enterprise, one of the reason we're here. Enterprises have a cloud-first strategy. They're moving to the cloud. They're doing two things. One, they're either building net, new applications in the cloud. Geo-distributed, highly scaled applications. You need a fundamentally different approach for protecting those applications. That's number one. Number two is those same customers are saying, "I want to move as many of my non-recovery workloads from my traditional four wall data center off prim. I want to leverage the cloud. I want to put my data where I want to put it when I want to put it there." There has not been any good solution to do that. So, for us, that's cloud data management. We're about protect. If you have stuff in the cloud, we'll protect it. If you want to move stuff to the cloud, from the cloud, within the cloud, that's mobility to us. That's what we do. Ultimately, this is why there's so much attention being paid to cloud data management, because everybody's moving to the cloud. The one thing we have heard consistently-- >> John: It never existed before, really. >> They're not taking traditional tools to the cloud, simply put. >> You know what, go to the website, I don't see anything about backup. I don't see anything about, you know, there's data protection, but in an enterprise, when we go to the cloud for the first time, a couple of things we figure out first. Backup is hard, because, you know, I can't point my data domain to S3, and backup S3 or some type of &object storage. I also find out that these traditional architectures within the data center just don't translate to the cloud. So, where are you guys at in the education cycle of the enterprise, and helping them understand the value of the application-centric model, and where do you need to go? >> Yeah, so... Keith, that's a good question. You actually hit the nail on the head. You have these proprietary backup appliances. We used to call data domain, really a PPB appliance. You have these media-server based architectures with the likes of Vericlass and Condor. Perfect for four walls, right, in the cloud geo-distributor applications, right? You look at those, sort, that scale, the application centricity, and we started, what we did in our strategy, we started with absolutely green field. What does that mean? That means the cloud-native applications, the non-relatable databases, right? The analytics, the IO key applications. So you go towards the use-case where the world and the customers are already thinking cloud-native. Coaching and training customers, as you rightly called, is a very hard journey. It is a crossing the chasm. It takes time. You need to start with earlier doctors, the innovators, who will then latch onto you and take you forward. So, our strategy of picking the space, which was completely green field ablution, couldn't have served us better. >> So, what's that next step after we've figured out backup, because we have to back the data up. Data management is way more than backup. Now, as I've blown away the limits of my data center, and I can access data from anywhere in the world, what have you helped customers understand that they can do with their applications and data, now that I can access it anywhere in the world? >> Tarun: Excellent question. >> Yeah, so, I can take that. So, to your point, if you look at protect-- our three pillars: protect, mobilize, monetize. You'll hear us say that over and over and over again. We started with protection. It's a business-critical use case. You cannot have a cloud-first strategy if you don't protect your data. Got it. Second piece around the mobility piece is, like you said, giving. What have we done by being application-centric data management? What do we do that nobody else does,6 is we enable you to, very intelligently and very efficiently, move data sets, in native format, where ever you want. To any cloud that you want. We don't normalize data. We don't change formats. So, for example, I'll give you one great example of application centricity. I have an on-prim workload. I want to run a query against that. Star, not Peter star. That resulting data said, "That's all I want to move to the cloud, "because I want to run BIA against it. "I want to do something that helps me "monetize my data in the cloud. "That data set, I want to move." One, you can run a query against that database. Two, we'll intelligently and efficiently only move that data, in native format. Spin it up in the cloud as metadata set. All your metadata's there. Do whatever you want to that data. When you're done, move it back if you want. Do whatever you want. So, essentially, we've eliminated any silos from a cloud standpoint. So what we've done is, we've given people complete cloud freedom to move what they want when they want, where they need to. That's the essence of what we've done. >> Let's talk about the monetize portion of-- cause, you guys have me curious. If I can move the data to the cloud natively, that's great. That's really value add, but on top of that, I need to figure out really tough problem, which is metadata. I have global data, worldwide. I have data scientists wanting to pound against that in a completely new way. Do you guys provide a new way to access this data other than my legacy tools? >> Absolutely, Keith. So I really hit on those two points in the statement you made. Moving data efficiently, Keith, is a very hard problem. What we have done by being, only protecting what you need to protect, why back up an entire database when you only care about a couple of tables? Remember, we're going from traditional monalithic architectures to micro-services in the cloud, right? DBAs and augments, they only care about couple of tables. I want to run a BI query against certain part of the data. What we have fundamentally done, to the first part of your question, move data very highly efficient, which is 10x dedup of what data domain could do. We have significantly modified to be protected around that decon. The second piece around metadata question. What we've really done, Keith, in our, sort of, scale-out elastic data protection, to the tune of elastic compute and elastic storage, you need to extend that to elastic data management, is your metadata catalog can't back up, at the end of the day hasn't catalog. The golden nugget. >> Right. >> That catalog used to be siloed. If I had 10 media servers, I had that catalog siloed around that. >> Keith: No value met. >> No value met. >> Correct. >> Our catalog log is now distributed, stretched across cloud boundaries. If I have a Datos running on prim, and a Datos running on Amazon, those are two instances of the same software, two nodes, the metadata catalog can see each other. You back up here. John can see that backup in the cloud. He can spin up his sequence already in the cloud. You couldn't do that past. You couldn't do that back in the old world. The golden nugget. You need to stretch your metadata catalog and you need to make it distribute it across cloud boundaries, which is fundamentally what-- >> What's the impact to the application developers, because now, are you freeing up-- What is the ultimate value to the customers? I mean you're basically freeing up the hassles for the app developer to say, "whatever?" Give us the bottom line. >> So, you know, absolutely John. Look, I'll give you a customer's real scenario, okay? A world's leading e-commerce platform where we go, and wife's go spend a lot of money buying clothes, so I'm just going to leave it at that, right? They are moving from a monolithic architecture, the Oracle DB2, to the cloud-native architecture. Application developers want to take their CICD. I'm writing new code, I want to bring new catalog items on the website. I want to test my code changes, and I want to go from the data, not two days ago, which was the old backup world, every day you bring a backup. Now they want what we call, to your question of we don't call it backup, what we call it versioning. I want a version one hour ago, because I want to test my code changes. I want to deploy those code changes on the e-commerce platform driving a billion dollars in revenue, so-- >> So you're enabling more and more coolness with the developer from a data, stale verses fresh data. I mean to certain levels, I mean not-- >> But I want to jump on that as well, because the thing that sometimes goes over looked is that, one of the things that the cloud has done that people sort of don't always acknowledge, is it's created, we've pushed the silo problem from on-prim to the cloud. Clouds don't talk to each other. You know, the notion of that. So the notion of the universal file system, such as the cloud, which some of the competitive landscape tries to-- >> John: Wait a minute. We're supposed to have multi-clouds. >> Yeah we're supposed to, but no. To your point, we do have multi-cloud. But its amazing how difficult it is to deal with that. So to your point-- >> In the future they might be talking to each other, but today they're not. >> But, but, and my point is that we enable you to do that. So, the ultimate value to the customer? I'm the marketing guy, yes, but the notion of cloud freedom is a direct business value to the customer-- >> John: So that's legit from your standpoint. Cloud freedom... >> Put it where you need to put it, when you want to put it there. Bring it back when you want to bring it back. So, from an app standpoint, a lot more flexibility. A lot more agility in terms of app development. From a cost standpoint, from an IT standpoint, I can dramatically reduce my cost, cause I can leverage the cloud versus having everything on prim. From an operational standpoint, I ensure everything's protected, so-- >> And we know cloud-native developers are very, like, they won't tolerate a lot of the old baggage and dogma of IT. >> Peter: Right, right. Are ya freakin' kidding me? >> Tarun: Well, well all-- >> Peter: That's actually, can I take that one? >> Tarun: Please, please. >> That's actually a good-- >> You see how fired up he is? >> I don't know how many hours we have to talk on The Cube because that's a fascinating topic. >> Just pause. Can I pause you for a second? >> Yes. >> That's only 30 days since he left EMC. (laughter) >> Alright, alright. Anyway, the point is, but the problem is new, but there is a persona, what I refer to as basically like a persona innovator's dilemma, that we're also helping address, because there's a convergence of personalities of people involved in the protection and management of data. So, to your point, we've been dealing with a lot of the new personas going after cloud-native data protection, but you're watching the organizations. The enterprises, they're going through it and they are rapidly transforming these personas. So, part of our jobs, to your education point earlier, is making sure that the left hand knows what the right hand is doing,% and marrying those two different pieces. That's ultimately, and that's value to the customer, and we help drive that process. >> Well, Tarun and Peter, congratulations, and good to see the journey continuing to accelerate. >> Thank you. Thank you. >> Entrepreneurial journey, and we'll keep in touch. Love the name, Datos OS. We believe, and Wikibon believes, and they're firm on this, that the business value of data is ultimately going to be a major, major disruptor for business. Not necessarily technology, but having that data operating system, that Datos, as you call it, is going to be fundamental. Congratulations. >> Thank you, John. >> Just keep it live here at Dell EMC World 2017. More live coverage, stay with us. More after this short break. (upbeat music)

(The Cube Theme) >> Voiceover: Live from Silicon Valley, it's the Cube, covering Google Cloud Next '17. >> Hey, welcome back here, and we're here live in Palo Alto for a special two days of coverage of Google Next 2017. I've John Furrier here in The Cube. We have reporters and analysts on the ground who are calling in, getting reaction on all the great news, and of course, Google's march to the enterprise cloud really is the big story, of course, they have their cloud they've been powering with their infrastructure and it had great presence, powering their own stuff, just like Amazon.com had Amazon webservices, Google Cloud now powering Google and others. Diane Green, new CEO, taking the reins, making things happen, we covered that news, and for an entrepreneurial perspective we have Tarun Thakur who is a co-founder and CEO Datos.io, former entrepreneur at Data Domain, been in the business, newly funded, Series A entrepreneur funded with True Ventures and Lightspeed. >> That is correct, John, thank you. >> Thanks for coming on. Tell us what you guys do first. Explain what you guys as a company are doing. >> Absolutely. I'd love to first thank you for the opportunity. It's a pleasure to be here. About Datos, I'll sort of zoom out a little bit and if you really see what's really happening out in the industry, our founding premise, me and my co-founder, Prasenjit, our founding principle is very simple. There are some transformative changes happening in the application era. I was just listening to Akash talk rom SAP, and enterprise workloads are moving to the cloud. That was our founding premise, that not only do you not have those IOT workloads, these SAS workloads, the real time analytics workloads, being born in the cloud, but you have all these traditional workloads that are moving as fast as they can to the cloud. So if you really look at that transformative change, we have a very simple founding premise: applications define the choice of the IT stack underneath it. What do we mean by that? The choice of the database, the choice of the storage, the choice of all the data management tooling around it, starting with protection, starting with governance, compliance, and so on and so forth, right? So if the application workloads are under disruption, and they're moving to the cloud, the impact it has on the IT stack underneath is phenomenal. >> So Tarun, you guys had a great write-up in the Register, Chris Miller, who is well known in the story, 'cause we all follow him, he's a great guy, and very fair, but he can be critical, too, he's very snarky. We like his columns. He called you guys the Tesla of the backup world. What does he mean by that? Does he mean it like you have all the bells and whistles of a modern thing, or is there a specific nuance to why he's calling you the Tesla of the backup world? >> No, this is excellent, John. You know, we are fortunate and we're honored. >> Electric backup? I mean, what's happening here? (laughing) I mean, what does he mean by that? What's the meaning? >> Couldn't have given us a better privilege than what he gave. Had a chance to host him in the office, small office, much smaller than what you have here, in December, and a 45 minute session became a two hour session and really he dug into why the Tesla, and essentially it goes back to, John, you had the traditional workloads running on your traditional databases, classical scale-operational databases like Oracle and SQL. Now, you're dealing with these next generation, hyperscale distributed applications. IOT real time analytic is building on that team, those are being deployed fundamentally on distributed architectures. Your Apache Cassandra, your Amazon Dynamo DB, your Google Spanner, now that we're talking in the context of Google Cloud Next, right? When you look at those distributed architectures, there's so much fundamental shift. You don't run them on shared storage, you don't have media servers anymore in the cloud- >> You have the edge. You have the edge out there. >> You have the edge computing. Given all those changes, you have to fundamentally rethink of backup, and that's essentially what we did. Just going back to Tesla, Tesla was started with a fundamentally seminal architecture. >> So you thought this from the ground up. That's essentially one point, and the other one is that it's modern in the sense of it's really taken advantage of the new architecture. >> That's absolutely right, you know, when we started, again, back in June of 2014, we really started with the end in mind, ten years, the next ten years ahead of us, and the end in mind was, "Look, it's going to be distributed architectures, "it's going to be your hyperscale applications, the webscale applications, and you need to be able to understand data and protect it and recover it and manage your data at that scale. >> Okay, so you guys are also Google partners, so you have an interesting perspective. You're on the front lines, Series A entrepreneur, you haven't cleared the runway yet. You still have to prove yourself. The game is just starting; you don't end it with the financing. That's just validation for the vision and the mission, and you've had some good press so far from Chris, now as you execute, you have a partner in Google. What's your analysis of Google, and as someone who's close to them, certainly as an entrepreneur, you're nimble, you're fast, you understand the tech, you mentioned Spanner, great horizontal scale of opportunity, but some of the enterprises might be a little slower, and they have different orientation, so help us understand what's Google doing? What's their main focus? >> I'll give you an answer in three part series. Number one, we are, again, a start-up, seriously, as you said, we have a lot ahead of us, even though we've been out here for three years, it feels like yesterday. (laughing) >> John: It's a grind. >> It is a grind, but to partner Google Cloud, one of our key marquee customers, a Fortune 100 home improvement retailer, under NDA, cannot take their name out of respect. >> John: Well the register says Home Depot. (laughing) >> Okay. >> Okay, so- >> I'll let Chris do the honor, but it's a Fortune 100 home improvement retailer, John, and their line of business, their entire e-commerce platform, the CIO down has moved their entire platform, migrated from DB2 to Google Cloud. It's not running on DB2 on Google Cloud platform, it's running all on a distributed massive scale- >> So did they sunset DB2 or did they completely- >> Tarun: Completely migrated away from DB2. >> Okay. >> It's part of the digital transformation journey Home Depot is at. They are three years in, they have two more years to go, and as part of the digital transformation journey they're on, they are now running their e-commerce website, which, think of you and I going to Thanksgiving and buying your home tools, and that application runs on a highly scalable Apache Cassandra database on Google Cloud. Now, second part, going back to large-scale enterprises, Home Depot, being how progressive they are, they understood cloud does not mean recoverability. Cloud gives me the scale, cloud gives me the economics, cloud gives me the availability, but it doesn't give me the point in time, and I need myself to be covered against that "what if" moment. We have hold-the-delta moments, we have hold-the-gitlack moments, SalesForce.com down with that human error, right? You don't want to be in that position as a Home Depot. >> You mean Amazon went down? >> Tarun: And Amazon. >> Yeah, Amazon went down. >> And if you read the analysis, the analysis was, "We're sorry guys, there was a human error. "Somebody was meant to change this directory; "he changed that directory." >> So this is a whole new game. One of the fears that the enterprises have is that in a new architecture, besides security, which is a huge issue, we'll have another segment on that shortly, but is that I want to leverage the capabilities of the partner in the cloud, because manageability, certain things, I don't want to build on my own, and so I can see you guys being a new modern piece because the data piece is so important because I'm storing at the edge, I'm not moving data around, so there's no data in motion as much as it is on premise. Is that a big part of this? >> It is, from a, I'll zoom out again, from a CIO perspective, we pitched this to about 100+ CIOs so far. From there it is truly, and I hate to use this word, but it's truly a multi-cloud world, John. They have invested in private clouds and an on-prem infrastructure that ain't going anywhere anytime soon. They are moving some of their SAP instances to a CenturyLink, MSPs, the managed service providers, but they know, as a CIO, I have my application developers and I have my lines of businesses- >> John: And they have their operations guys, too. >> Who want to go as fast as they can. I'll come back to the operations in a second because you'll be very surprised to hear this, but again from a CIO down, he wants to make his application developers to go as fast as they can, and he wants the lines of business just to go open up the next applications- >> John: Because that's top-line revenue right there. >> That's top-line revenue right there. So they want scale, they want agility, but they don't want to sacrifice that insurance piece. Going back to the IT ops and the dev-ops and the classical ops, you'll be surprised, we've been working with this team, our lead-in to the Fortune 100 home improvement retailer was a line of business, but right now it's all about their core IT team. Their IT ops team, the database admins, the database ops people, they are the ones who are really running this product day-to-day, day in and day out, and scaling it, and using it at the pace they need to. >> What's the big misconception, if you could point to, about Google, because one of the things we're trying to surface is that Amazon and Google, it's not apples to apples comparison, they're different clouds, and it is multi-cloud, I want to get you to that question today, but we can get to that in a second, what your definition of that means, but for now, what is the big misconception in your mind, people might misconstrue with Google? >> That's a great question, John, and I was hearing your previous interview with Akash, and again, I'll give you our partner-centric view; a young start-up built something disruptive for that platform. We got Amazon as the first platform. We have a good set of customers running on Amazon, and of course, this home improvement retailer took us to Google Cloud, "Hey guys, if you want to work with us, "you have to support Google Cloud." We went to Google Cloud, and the amount of pull that we got from Google Cloud folks to make it happen in less than three months was phenomenal. They didn't stop at that. They brought their solution architect team, Google Cloud, wrote a paper about Datos, their team, and posted it on their website. "How to use Datos on Google Cloud." Fascinating. Amazon has never done that. It, again, speaks to if you see all the announcements that came out yesterday, Google Cloud has been a significant- >> Well Google's partnering, Google's partnering, one of the things that came out of today's news that has been teased out is Diane Green said in the keynote, "I like partnering." She used the word, "I like partnering," meaning Google, and she has that DNA. She's from VM, where she knows the valley game, she understands ecosystems. She also likes to work on some cool stuff, which could be a double-edged sword. She's always been innovating. But Google has the tech, and she knows enterprise, so they're marching down that road. What areas would you say Google needs to sharpen up a little bit to kind of move faster on? I mean, obviously there's no critique on them; they're pedaling as fast as they can, but in the areas you think they should work on, is it security, is it the data side, what are the things that you think they've got to pedal a little faster on. >> I would definitely start with enterprising touch. I think they need to really amp up the game around enterprise. >> John: You mean the people, the process? >> The people, the processes, the onboarding, the deployment, giving them the blue templates, giving them reference architectures, giving them, hand ruling them a little bit, and I think that'll go a long ways- >> John: The basic enterprise motions. >> Yes, you need that. You're a cloud; that doesn't mean my database guy is not going to need the help of a Google Cloud admin to help me onboard. They need that wrap-up. From their point on they build phenomenal scalable services. Snap invested two billion dollars in Google Cloud. They understand- >> And Amazon got the other half, but- >> The underlying infrastructure is there. >> Yeah but this is the thing. The problem that, the problem is that there's two perspectives of what we see. One is people want to run like Google in the sense of how they're scaling, but not everyone has Google-like infrastructure, so I think Google has to kind of, they want the developers, in my mind, they get a A+ there, with open source, what they do with Kubernetes and whatnot, the operational orientation is something they've got to work on, SLAs are more important than price. >> Managing the orchestration piece, giving them the visibility, letting them come on and come off, and going back to multi-cloud, I'll tell you again, the same customer took us to a use case, which is so fascinating, John. They want on-prem backup and recovery. Remember, protection is the Trojan horse. Protection, it all starts with protection. >> It's always one of those things that's always been front and center. You saw that. It used to be kind of a throw-away thing. "Oh, what about backup? "Oh, we didn't factor in." Now it's front and center, certainly cloud is going to be impacted because data's everywhere. Data's going to be highly frictionless. Okay, question, and final question on this piece, where we talk about what you guys are doing, what does multi-cloud mean, or two questions: what is the definition of multi-cloud, and what does cloud-native mean to you? Define those terms. >> Absolutely. Those two terms are very, very close to us. So multi-cloud, I'll begin with that. I'll give you a customer use case that will hopefully ground the conversation. A multi-cloud essentially means from a customer perspective, I'm going to run on-prem infrastructure, I want to be able to recover or manage that data in the cloud, I don't want to make multiple copies, I don't want to duplicate data, I want to recover a version of that data in the cloud, why? Because I have my application developers who want to test staff. I want my DR to be in a different cloud. I do not want to put all my eggs in one basket. So again, it is truly- >> John: It's a diversity issue. >> It is, and they want multiple-use cases to be spread across clouds. Some clouds have strength in DR, some clouds, like Amazon, have strength in orchestration, and onboarding, and some cloud platforms like Google Cloud have strengths in, hey, you can bring your application developers and you don't have to worry about retail. Some of the retailers, like Gap, like Safeway, like eBay, those guys will hesitate to go to Amazon because they know Amazon, at the heart, is a retail business. >> So conflict there. Now, cloud-native. Define cloud-native. >> Cloud-native, to us, is you have Oracle running that database natively within the services of the cloud. For example, take Amazon Dynamo DB. It's a beautiful example of a cloud-native service. You don't run Dynamo DB on-prem. It was built ultimately for the cloud. Cloud Spanner, another example of cloud-native. It is built for that infrastructure, floor ground up, and has been nurtured for the last ten years for the elastic infrastructure. >> Alright, Tarun, great to have you on. Quick plug for what you guys are doing. What's next? You got the Series A, you're getting customers, you got a big customer you can't talk about, but it's in the Register article, Home Depot. What other things are you working on? What's the key priorities? Hiring? You've got some new announcements coming up I hear. Rumor mill, I won't say who they are, but you're partnering. What's the key focus? What's your key objectives? >> No, we only stay focused on building, and as you early on said, it's still early for us. We want to stay focused on getting customer acquisition, customer momentum, deploying those customers, making them happy customers, having them become referenceable customers for us, and of course, the next big focus for me personally is going to be bringing some of the people in the team, some of the people who can help me scale the company- >> John: Engineering- >> Engineering, marketing, business development, sales, go to market, so that's going to be second we're to focus, and third, and again, you'll hear the announcement coming very quickly, we're going to be partnering with some of the leading enterprise infrastructure companies, both on their enterprise traditional storage companies, and some of the leading, I'm just going to leave it at that. >> And True Ventures is the seed investor and Lightspeed on the Series A, the True company on the Series A with them. 'Cause they tend to follow, they don't leave you hanging. >> Yeah, Puneet is excellent. I love him. >> Yeah, John Callahan's company's got great stuff. And they had some great eggs, they had FitBit and they've got a lot of great stuff going on. >> Well they're excellent, excellent pro-entrepreneur people. Great to work with as well. >> High integrity, great people. Tarun, thanks for coming on and sharing the entrepreneurial perspective, the innovation perspective, certainly as a Google partner, good to have your reaction and analysis. >> Thank you, John. >> It's The Cube, bringing you all the action from Google Next here in our studio. More Google Next coverage after this short break. (The Cube Theme)

>> Narrator: Live from Silicon Valley, it's theCUBE, covering Google Cloud, Next 17. >> Hey, welcome back everyone. We're here live in the Palo Alto Studios, SiliconANGLE Media, is theCUBE's new 4400 square foot studio, here in our studio, this is our sports center. I'm here with Stu Miniman, analyst at Wikibon on the team. I was at the event all day today, drove down to Palo Alto to give us the latest in-person updates, as well as, for the past two days, Stu has been at the Analyst Summit, which is Google's first analyst summit, Google Cloud. And Stu, we're going to break down day one in the books. Certainly, people starting to get onto there. After-meetups, parties, dinners, and festivities. 10,000 people came to the Google Annual Cloud Next Conference. A lot of customer conversations, not a lot of technology announcements, Stu. But we got another day tomorrow. >> John, first of all, congrats on the studio here. I mean, it's really exciting. I remember the first time I met you in Palo Alto, there was the corner in ColoSpace-- >> Cloud Air. >> A couple towards down for fries, at the (mumbles) And look at this space. Gorgeous studio. Excited to be here. Happy to do a couple videos. And I'll be in here all day tomorrow, helping to break down. >> Well, Stu, first allows us to, one, do a lot more coverage. Obviously, Google Next, you saw, was literally a blockbuster, as Diane Greene said. People were around the block, lines to get in, mass hysteria, chaos. They really couldn't scale the event, which is Google's scale, they nailed the scale software, but scaling event, no room for theCUBE. But we're pumping out videos. We did, what? 13 today. We'll do a lot more tomorrow, and get more now. So you're going to be coming in as well. But also, we had on-the-ground, cause we had phone call-ins from Akash Agarwal from SAP. We had an exclusive video with Sam Yen, who was breaking down the SAP strategic announcement with Google Cloud. And of course, we have a post going on siliconangle.com. A lot of videos up on youtube.com/siliconangle. Great commentary. And really the goal was to continue our coverage, at SiliconANGLE, theCUBE, Wikibon, in the Cloud. Obviously, we've been covering the Cloud since it's really been around. I've been covering Google since it was founded. So we have a lot history, a lot of inside baseball, certainly here in Palo Alto, where Larry Page lives in the neighborhood, friends at Google Earth. So the utmost respect for Google. But really, I mean, come on. The story, you can't put lipstick on a pig. Amazon is crushing them. And there's just no debate about that. And people trying to put that out there, wrote a post this morning, to actually try to illustrate that point. You really can't compare Google Cloud to AWS, because it's just two different animals, Stu. And my point was, "Okay, you want to compare them? "Let's compare them." And we're well briefed on the Cloud players, and you guys have the studies coming out of Wikibon. So there it is. And my post pretty much sums up the truth, which is, Google's really serious about the enterprise. Their making steps, there's some holes, there's some potential fatal flaws in how they allow customers to park their data. They have some architectural differences. But Stu, it's really a different animal. I mean, it's apples and oranges in the Cloud. I don't think it's worthy complaining, because certainly Amazon has the lead. But you have Microsoft, you have Google, you have Oracle, IBM, SAP, they're all kind of in the cluster of this, I call "NASCAR Formation", where they're all kind of jocking around, some go ahead. And it really is a race to get the table stake features done. And really, truly be serious contender for the enterprise. So you can be serious about the enterprise, and say, "Hey, I'm serious about the enterprise." But to be serious winner and leader, are two different ball games. >> And a lot to kind of break down here, John. Because first of all, some of the (mumbles) challenges, absolutely, they scaled that event really big. And kudos to them, 10,000 people, a lot of these things came together last minute. They treated the press and analysts really well. We got to sit up front. They had some good sessions. You just tweeted out, Diane Greene, in the analyst session, and in the Q&A after, absolutely nailed it. I mean, she is an icon in the industry. She's brilliant, really impressive. And she's been pulling together a great team of people that understand the enterprise. But who is Google going after, and how do they compete against so of the other guys, is really interesting to parse. Because some people were saying in the keynote, "We heard more about G Suite "than we heard about some of the Cloud features." Some of that is because they're going to do the announcements tomorrow. And you keep hearing all this G Suite stuff, and it makes me think of Microsoft, not Amazon. It makes me think of Office 365. And we've been hearing out of Amazon recently, they're trying to go after some of those business productivity applications. They're trying to go there where Microsoft is embedded. We know everybody wants to go after companies like IBM and Oracle, and their applications. Because Google has some applications, but really, their strength is been on the data. The machine the AI stuff was really interesting. Dr. Fei-Fei Li from Stanford, really good piece in the keynote there, when they hired her not that long ago. The community really perked up, and is really interesting. And everybody seems to think that this could be the secret weapon for Google. I actually asked them like, in some of the one-on-ones, "Is this the entry point? "Are most people coming for this piece, "when it's around these data challenges in the analytics, "and coming to Google." And they're like, "Well, it's part of it. "But no, we have broad play." Everything from devices through G Suite. And last year, when they did the show, it was all the Cloud. And this year, it's kind of the full enterprise suite, that they're pulling in. So there's some of that sorting out the messaging, and how do you pull all of these pieces together? As you know, when you've got a portfolio, it's like, "Oh well, I got to have a customer for G Suite." And then when the customer's up there talking about G Suite for a while, it's like, "Wait, it's--" >> Wait a minute. Is this a software? >> "What's going on?" >> Is this a sash show? Is this a workplace productivity show? Or is this a Cloud show? Again, this is what my issue is. First of all, the insight is very clear. When you start seeing G Suite, that means that they've got something else that they are either hiding or waiting to announce. But the key though, that is the head customers. That was one important thing. I pointed out in my blog post. To me, when I'm looking for it's competitive wins, and I want to parse out the G Suite, because it's easy just to lay that on, Microsoft does it with 365 of Office, Oracle does it with their stuff. And it does kind of make the numbers fuzzy a little bit. But ultimately, where's the beef on infrastructure as a service, and platform as a service? >> And John, good customers out there, Disney, Colgate, SAP as a partner, HSBC, eBay, Home Depot, which was a big announcement with Pivotal, last year, and Verizon were there. So these are companies, we all know them. Dan Greene was joking, "Disney is going to bring their magic onto our magic. "And make that work." So real enterprise use cases. They seem to have some good push-around developers. They just acquired Kaggle, which is working in some of that space. >> Apogee. >> Yeah, Apogee-- >> I think Apogee's an API company, come on. What does that relate to? It has nothing to do with the enterprise. It's an API management solution. Okay, yes. I guess it fits the stack for Cloud-Native, and for developers. I get that. But this show has to nail the enterprise, Stu. >> And John, you remember back four years ago, when we went to the re:Invent show for the first time, and it was like, they're talking to all the developers, and they haven't gotten to the enterprise. And then they over-pivoted to enterprise. And I listen to the customers that were talking and keynote today, and I said, "You know, they're talking digital transformation, "but it's not like GE and Nike getting up on stage, "being like, "'We're going to be a software company, "'and we're hiring lots--'" >> John: Moving our data center over. >> They were pulling all of over stuff, and it's like, "Oh yeah, Google's a good partner. "And we're using them--" >> But to be fair, Stu. Let's be fair, for a second. First of all, let's break down the keynotes. And then we'll get to some of the things about being fair. And I think, one, people should be fair to Diane Greene, because I think that the press and the coverage of it, looking at the media coverage, is weak. And I'll tell you why it's weak. Cause everyone has the same story as, "Oh, Google's finally serious about Cloud. "That's old news. "Diane Greene from day one says "we're serious with the Cloud." That's not the story. The story is, can they be a serious contender? That's number one. On the keynote, one, customer traction, I saw that, the slide up there. Yeah, the G Suite in there, but at least they're talking customers. Number two, the SAP news was strategic for Google. SAP now has Google Cloud platform, I mean, Google Cloud support for HANA, and also the SAP Cloud platform. And three, the Chief Data Science from AIG pointed. To me, those were the three highlights of the keynote. Each one, thematically, represents at least a positive direction for Google, big time, which is, one, customer adoption, the customer focus. Two, partnerships with SAP, and they had Disney up there. And then three, the real game changer, which is, can they change the AI machine learning, TensorFlow has a ton of traction. Intel Xeon chips now are optimized with TensorFlow. This is Google. >> TensorFlow, Kubernetes, it's really interesting. And it's interesting, John, I think if the media listened to Eric Schmidt at the end, he was talking straight to them. He's like, "Look, bullet one. "17 years ago, I told Google that "this is where we need to go. "Bullet two, 30 billion dollars "I'm investing in infrastructure. "And yes, it's real, "cause I had to sign off on all of this money. And we've been all saying for a while, "Is this another beta from Google. "Is it serious? "There's no ad revenue, what is this?" And Diane Greene, in the Q&A afterwards, somebody talked about, "Perpetual beta seems to be Google." And she's like, "Look, I want to differentiate. "We are not the consumer business. "The consumer business might kill something. "They might change something. "We're positioning, "this a Cloud that the enterprise can build on. "We will not deprecate something. "We'll support today. "We'll support the old version. "We will support you going forward." Big push for channel, go-to-market service and support, because they understand that that-- >> Yeah, but that's weak. >> For those of us that used Google for years, understand that-- >> There's no support. >> "Where do I call for Google?" Come on, no. >> Yeah, but they're very weak on that. And we broke that down with Tom Kemp earlier, from Centrify, where Google's play is very weak on the sales and marketing side. Yeah, I get the service piece. But go to Diane Greene for a second, she is an incredible, savvy enterprise executive. She knows Cloud. She moved from server to virtualization. And now she can move virtualization to Cloud. That is her playbook. And I think she's well suited to do that. And I think anyone who rushes to judgment on her keynote, given the fail of the teleprompter, I think is a little bit overstepping their bounds on that. I think it's fair to say that, she knows what she's doing. But she can only go as fast as they can go. And that is, you can't like hope that you're further along. The reality is, it takes time. Security and data are the key points. On your point you just mentioned, that's interesting. Because now the war goes on. Okay, Kubernetes, the microservices, some of the things going on in the applications side, as trends like Serverless come on, Stu, where you're looking at the containerization trend that's now gone to Kubernetes. This is the battleground. This is the ground that we've been at Dockercon, we've been at Linux, CNCF has got huge traction, the Cloud Native Compute Foundation. This is key. Now, that being said. The marketplace never panned out, Stu. And I wanted to get your analysis on this, cause you cover this. Few years ago, the world was like, "Oh, I want to be like Facebook." We've heard, "the Uber of this, and the Airbnb of that." Here's the thing. Name one company that is the Facebook of their company. It's not happening. There is no other Facebook, and there is no other Google. So run like Google, is just a good idea in principle, horizontally scalable, having all the software. But no one is like Google. No one is like Facebook, in the enterprise. So I think that Google's got to downclock their messaging. I won't say dumb down, maybe I'll just say, slow it down a little bit for the enterprise, because they care about different things. They care more about SLA than pricing. They care more about data sovereignty than the most epic architecture for data. What's your analysis? >> John, some really good points there. So there's a lot of technology, where like, "This is really cool." And Google is the biggest of it. Remember that software-defined networking we spent years talking about? Well, the first big company we heard about was Google, and they got up of stage, "We're the largest SDN deployer in the world on that." And it's like, "Great. "So if you're the enterprise, "don't deploy SDN, go to somebody else "that can deliver it for you. "If that's Google, that's great." Dockercon, the first year they had, 2014, Google got up there, talked about how they were using containers, and containers, and they spin up and spin down. Two billion containers in a week. Now, nobody else needs to spin up two billion containers a week, and do that down. But they learned from that. They build Kubernetes-- >> Well, I think that's a good leadership position. But it's leadership position to show that you got the mojo, which again, this is again, what I like about Google's strategy is, they're going to play the technology card. I think that's a good card to play. But there are some just table stakes they got to nail. One is the certifications, the security, the data. But also, the sales motions. Going into the enterprise takes time. And our advice to Diane Greene was, "Don't screw the gold Google culture. "Keep that technology leadership. "And buy somebody, "buy a company that's got a full blown sales force." >> But John, one of the critiques of Google has always been, everything they create, they create like for Google, and it's too Googley. I talked to a couple of friends, that know about AWS for a while, and when they're trying to do Google, they're like, "Boy, this is a lot tougher. "It's not as easy as what we're doing." Google says that they want to do a lot of simplicity. You touched on pricing, it's like, "Oh, we're going to make pricing "so much easier than what Amazon's doing." Amazon Reserved Instances is something that I hear a lot of negative feedback in the community on, and Google's like, "It's much simpler." But when I've talked to some people that have been using it, it's like, "Well, generally it should be cheaper, "and it should be easier. "But it's not as predictable. "And therefore, it's not speaking to what "the CFO needs to have. "I can't be getting a rebate sometime down the road. "Based on some advanced math, "I need to know what I'm going to be getting, "and how I'm going to be using it." >> And that's a good point, Stu. And this comes down to the consumability of the Cloud. I think what Amazon has done well, and this came out of many interviews today, but it was highlighted by Val Bercovici, who pointed out that, Amazon has made their service consumable by the enterprise. I think that's important. Google needs to start thinking about how enterprises want to consume Cloud, and hit those points. The other thing that Val and I teased at, was kind of some new ground, and he coined the term, or used the term, maybe he coined it, I'm not sure, empathy. Enterprise empathy. Google has developer empathy, they understand the developer community. They're rock solid on open source. Obviously, their mojo's phenomenal on technology, AI, et cetera, TensorFlow, all that stuff's great. Empathy for the enterprise, not there. And I think that's something that they're going to have to work on. And again, that's just evolution. You mentioned Amazon, our first event, developer, developer, developer. Me and Pat Gelsinger once called it the developer Cloud. Now they're truly the enterprise Cloud. It took three years for Amazon to do that. So you just can't jump to a trajectory. There's a huge amount of diseconomies of scale, Stu, to try and just be an enterprise player overnight, because, "We're Google." That's just not going to fly. And whether it's sales motions, pricing and support, security, this is hard. >> And sorting out that go-to-market, is going to take years. You see a lot of the big SIs are there. PwC, everywhere at the show. Accenture, big push at the show. We saw that a year or two ago, at the Amazon show. I talked to some friends in the channel, and they're like, "Yeah, Google's still got work to do. "They're not there." Look, Amazon has work to do on the go-to-market, and Google is still a couple-- >> I mean, Amazon's not spring chicken here. They're quietly, slowly, ramming up. But they're not in a good position with their sales force, needs to be where they want to be. Let's talk about technology now. So tomorrow we're expecting to see a bunch of stuff. And one area that I'm super excited about with Google, is if they can have their identity identified, and solidified with the mind of the enterprise, make their product consumable, change or adjust or buy a sales force, that could go out and actually sell to the enterprise, that's going to be key. But you're going to hear some cool trends that I like. And if you look at the TensorFlow, and the relationship, Intel, we're going to see Intel on stage tomorrow, coming out during one of the keynotes. And you're going to start to see the Xeon chip come out. And now you're starting to see now, the silicon piece. And this has been a data center nuisance, Stu. As we talked about with James Hamilton at Amazon, which having a hardware being optimized for software, really is the key. And what Intel's doing with Xeon, and we talked to some other people today about it, is that the Cloud is like an operating system, it's a global computer, if you want look at that. It's a mainframe, the software mainframe, as it's been called. You want a diversity of chipsets, from two cores Atom to 72 cores Xeon. And have them being used in certain cases, whether it's programmable silicon, or whether it's GPUs, having these things in use case scenarios, where the chips can accelerate the software evolution, to me is going to be the key, state of the art innovation. I think if Intel continues to get that right, companies like Google are going to crush it. Now, Amazon, they do their own. So this is going to another interesting dynamic. >> Yeah, it was actually one of the differentiating points Google's saying, is like, "Hey, you can get the Intel Skylake chip, "on Google Cloud, "probably six months before you're going to be able to "just call up your favorite OEM of choice, "and get that in there." And it's an interesting move. Because we've been covering for years, John, Google does a ton of servers. And they don't just do Intel, they've been heavily involved in the openPOWER movement, they're looking at alternatives, they're looking at low power, they're looking at from their device standpoint. They understand how to develop to all these pieces. They actually gave to the influencers, the press, the analysts, just like at Amazon, we all walked home with Echo Dot, everybody's walking home with the Google Homes. >> John: Did you get one? >> I did get one, disclaimer. Yeah, I got one. I'll be playing with it home. I figured I could have Alexa and Google talking to each other. >> Is it an evaluation unit? You have to give it back, or do you get to keep? >> No, I'm pretty sure they just let us keep that. >> John: Tainted. >> But what I'm interested to see, John, is we talk like Serverless, so I saw a ton of companies that were playing with Alexa at re:Invent, and they've been creating tons of skills. Lambda currently has the leadership out there. Google leverages Serverless in a lot of their architecture, it's what drives a lot of their analytics on the inside. Coming into the show, Google Cloud Functions is alpha. So we expect them to move that forward, but we will see with the announcements come tomorrow. But you would think if they're, try to stay that leadership though there, I actually got a statement from one of the guys that work on the Serverless, and Google believes that for functions, that whole Serverless, to really go where it needs to be, it needs to be open. Google isn't open sourcing anything this week, as far as I know. But they want to be able to move forward-- >> And they're doing great at open source. And I think one of the things, that not to rush to judgment on Google, and no one should, by the way. I mean, certainly, we put out our analysis, and we stick by that, because we know the enterprise pretty well, very well actually. So the thing that I like is that there are new use cases coming out. And we had someone who came on theCUBE here, Tarun Thakur, who's with Datos, datos.io. They're reimagining data backup and recovery in the Cloud. And when you factor in IoT, this is a paradigm shift. So I think we're going to see use cases, and this is a Google opportunity, where they can actually move the goal post a bit on the market, by enabling these no-use cases, whether it's something as, what might seem pedestrian, like backup and recovery, reimagining that is huge. That's going to take impact as the data domains of the world, and what not, that (mumbles). These new uses cases are going to evolve. And so I'm excited by that. But the key thing that came out of this, Stu, and this is where I want to get your reaction on is, Multicloud. Clearly the messaging in the industry, over the course of events that we've been covering, and highlighted today on Google Next is, Multicloud is the world we are living in. Now, you can argue that we're all in Amazon's world, but as we start developing, you're starting to see the emergence of Cloud services providers. Cloud services providers are going to have some tiering, certainly the big ones, and then you're going to have secondary partner like service providers. And Google putting G Suite in the mix, and Office 365 from Microsoft, and Oracle put in their apps in their Clouds stuff, highlights that the SaaS market is going to be very relevant. If that's the case, then why aren't we putting Salesforce in there, Adobe? They all got Clouds too. So if you believe that there's going to be specialism around Clouds, that opens up the notion that there'll be a series of Multicloud architectures. So, Stu-- >> Stu: Yeah so, I mean, John, first of all-- >> BS? Real? I mean what's going on? >> Cloud is this big broad term. From Wikibon's research standpoint, SaaS, today, is two-thirds of the public Cloud market. We spend a lot of time talking-- >> In revenue? >> In revenue. Revenue standpoint. So, absolutely, Salesforce, Oracle, Infor, Microsoft, all up there, big dollars. If we look at the much smaller part of the world, that infrastructures a service, that's where we're spending a lot of time-- >> And platforms a service, which Gartner kind of bundles in, that's how Gartner looks at it. >> It's interesting. This year, we're saying PaaS as a category goes away. It's either SaaS plus, I'm sorry, it's SaaS minus, or infrastructure plus. So look at what Salesforce did with Heroku. Look at what company service now are doing. Yes, there are solutions-- >> Why is PaaS going away? What's the thesis? What's the premise of that for Wikibon research? >> If we look at what PaaS, the idea was it tied to languages, things like portability. There are other tools and solutions that are going to be able to help there. Look at, Docker came out of a PaaS company, DockCloud. There's a really good article from one of the Docker guys talking about the history of this, and you and I are going to be at Dockercon. John, from what I hear, we're going to spending a lot of time talking about Kubernetes, at Dockercon. OpenStack Summit is going to be talking a lot about-- >> By the way, Kubernetes originated at Google. Another cool thing from Google. >> All right, so the PaaS as a market, even if you talk to the Cloud Foundry people, the OpenShift people. The term we got, had a year ago was PaaS is Passe, the nice piffy line. So it really feeds into, because, just some of these categorizations are what we, as industry watchers have a put in there, when you talk to Google, it's like, "Well, why are they talking about G Suite, "and Google Cloud, and even some of their pieces?" They're like, "Well, this is our bundle "that we put together." When you talk to Microsoft, and talk about Cloud, it's like, "Oh, well." They're including Skype in that. They're including Office 365. I'm like, "Well, that's our productivity. "That's a part of our overall solutions." Amazon, even when you talk to Amazon, it's not like that there are two separate companies. There's not AWS and Amazon, it's one company-- >> Are we living in a world of alternative facts, Stu? I mean, Larry Ellison coined the term "Fake Cloud", talking about Salesforce. I'm not going to say Google's a fake Cloud, cause certainly it's not. But when you start blending in these numbers, it's kind of shifting the narrative to having alternative facts, certainly skewing the revenue numbers. To your point, if PaaS goes away because the SaaS minuses that lower down the stack. Cause if you have microservices and orchestration, it kind of thins that out. So one, is that the case? And then I saw your tweet with Sam Ramji, he formally ran Cloud Foundry, he's now at Google, knows his stuff, ex-Microsoft guy, very strong dude. What's he take? What's his take on this? Did you get a chance to chat with Sam at all? >> Yeah, I mean, it was interesting, because Sam, right, coming from Cloud Foundry said, what Cloud Foundry was one of the things they were trying to do, was to really standardize across the clouds. And of course, little bias that he works at Google now. But he's like, "We couldn't do that with Google, "cause Google had really cool features. And of course, when you put an abstraction layer on, can I actually do all the stuff? And he's like, "We couldn't do that." Sure, if you talked to Amazon, they'll be like, "Come on. "Thousand features we announced last year, "look at all the things we have. "It's not like you can just take all of our pieces, "and use it there." Yes, at the VM, or container, or application microservices layer, we can sit on a lot of different Clouds, public or private. But as we said today, the Cloud is not a utility. John, you've been in this discussion for years. So we've talked about, "Oh, I'm just going "to have a Cloud broker, "and go out in a service." It's like, this is not, I'm not buying from Domino's and Pizza Hut, and it's pepperoni pizza's a pepperoni pizza. >> Well, Multicloud, and moving workloads across Clouds, is a different challenge. Certainly, I might have to some stuff here, maybe put some data and edge my bets on leveraging other services. But this brings up the total cost of ownership problem. If you look at the trajectory, say OpenStack, just as a random example. OpenStack, at one point, had a great promise. Now it's kind of niched down into infrastructural service. I know you're going to be covering that summit in Boston. And it's going to be interesting to see how that is. But the word in the community is, that OpenStack is struggling because of the employment challenges involved with it. So to me, Google has an opportunity to avoid that OpenStack kind of concept. Because, talking about Sam Ramji, open source is the wildcard in all of this. So if you look at a open source, and you believe that that PaaS layer's thinning down, to infrastructure and SaaS, then you got to look at the open source community, and that's going to be a key area, that we're certainly watching, and we've identified, and we've mentioned it before. But here's my point. If you look at the total cost of ownership. If I'm a customer, Stu, I'm like, "Okay, if I'm just going to move to the Cloud, "I need to rely and lean on my partner, "my vendor, my supplier, "Amazon, or Google, or Microsoft, whoever, "to provide really excellent manageability. "Really excellent security. "Because if I don't, I have to build it myself." So it's becoming the shark fin, the tip of the iceberg, that you don't see the hidden cost, because I would much rather have more confidence in manageability that I can control. But I don't want to have to spend resources building manageability software, if the stuff doesn't work. So there's the issue about Multicloud that I'm watching. Your thoughts? Or is that too nuance? >> No, no. First of all, one of the things is that if I look at what I was doing on premises, before versus public Cloud, yes, there are some hidden costs, but in general I think we understand them a little bit better in public Cloud. And public Cloud gives us a chance to do a do-over for this like security, which most of us understand that security is good in public Cloud. Now, security overall, lots of work to do, challenges, not security isn't the same across all of them. We've talked to plenty of companies that are helping to give security across Clouds. But this Multicloud discussion is still something that is sorting out. Portability is not simple, but it's where we're going. Today, most companies, if I'm not really small, have some on-prem pieces. And they're leveraging at least one Cloud. They're usually using many SaaS providers. And there's this whole giant ecosystem, John, around the Cloud management platforms. Because managing across lots of environment, is definitely a challenge. There's so many companies that are trying to solve them. And there's just dozens and dozens of these companies, attacking everything from licensing, to the data management, to everything else. So there's a lot of challenges there, especially the larger you get as a company, the more things you need to worry about. >> So Stu, just to wrap up our segment. Great day. Wanted to just get some color on the day. And highlighting some parody from the web is always great. Just got a tweet from fake Andy Jassy, which we know really isn't Andy Jassy. But Cloud Opinion was very active to the hashtag, that Twitter handle Cloud Opinion. But he had a medium post, and he said, "Eric Schmidt was boring. "Diane Greene was horrible. "Unfortunately, day one keynote were missed opportunity, "that left several gaps, "failed to portray Google's vision for Google Cloud. "They could've done the following, A, "explain the vision for the Cloud, "where do they see Google Cloud going. "Identify customer use cases that show samples "and customer adoption." They kind of did that. So discount that. My favorite line is this one, "Differentiate from other Cloud providers. "'We're Google damn it,' isn't working so well. "Neither is indirect shots as S3 downtime, "didn't work either as well as either. "Where is the customer's journey going? "And what's the most compelling thing for customers?" This phrase, "We're Google damn it," has kind of speaks to the arrogance of Google. And we've seen this before, and always say, Google doesn't have a bad arrogance. I like the Google mojo. I think the technology, they run hard. But they can sometimes, like, "Customer support, self-service." You can't really get someone on the phone. It's hard to replies from Google. >> "Check out YouTube video. "We own that too, don't you know that?" >> So this is a perception of Google. This could fly in the face, and that arrogance might blow up in the enterprise, cause the enterprises aren't that sophisticated to kind of recognize the mojo from Google. And they, "Hey, I want support. "I want SLAs. "I want security. "I want data flexibility." What's your thoughts? >> So Cloud Opinion wrote, I thought a really thoughtful piece leading up to it, that I didn't think was satire. Some of what he's putting in there, is definitely satire-- >> John: Some of it's kind of true though. >> From the keynote. So I did not get a sense in the meetings I've been in, or watching the keynote, that they were arrogant. They're growing. They're learning. They're working with the community. They're reaching out. They're doing all the things we think they need to do. They're listening really well. So, yes, I think the keynote was a missed opportunity overall. >> John: But we've got to give, point out that was a teleprompter fail. >> That was a piece of it. But even, we felt with a little bit of polish, some of the interactions would've been a little bit smoother. I thought Eric Schmidt's piece was really good at end. As I said before, the AI discussion was enlightening, and really solid. So I don't give it a glowing rating, but I'm not ready to trash it. And tomorrow is when they're going to have the announcements. And overall, there's good buzz going at the show. There's lots going on. >> Give 'em a letter. Letter grade. >> For the keynote? Or the show in general? >> So far, your experience as an analyst, cause you had the, again, to give them credit, I agree with you. First analyst conference. They are listening. And the slideshow, you see what they're doing. They're being humble. They didn't take any real direct shots at its competitors. They were really humble. >> And that is something that I think they could've helped to focus one something that differentiated a little bit. Something we had to pry out of them in some of the one-on-ones, is like, "Come on, what are you doing?" And they're like, "We're winning 50, 60% of our competitive deals." And I'm like, "Explain to us why. "Because we're not hearing it. "You're not articulating it as well." It's not like we expect them, it's like, "Oh wait, they told us we're arrogant. "Maybe we should be super humble now." It's kind of-- >> I don't think they're thinking that way. I think my impression of Google, knowing the companies history, and the people involved there, and Diane Greene in particular, as you know from the Vmware days. She's kind of humble, but she's not. She's tough. And she's good. And she's smart. >> And she's bringing in really good people. And by the way, John, I want to give them kudos, really supported International Women's Day, I love the, Fei-Fei got up, and she talked about her, one of her compatriots, another badass woman up there, that got like one of the big moments of the keynote there. >> John: Did they have a woman in tech panel? >> Not at this event. Because Diane was there, Fei-Fei was there. They had some women just participating in it. I know they had some other events going on throughout the show. >> I agree, and I think it's awesome. I think one of the things that I like about Google, and again, I'll reiterate, is that apples and oranges relative to the other Cloud guys. But remember, just because Amazon's lead is so far ahead, that you still have this jocking of position between the other players. And they're all taking the same pattern. Again, this is the same thing we talked about at our other analysis, is that, certainly at re:Invent, we talked about the same thing. Microsoft, Oracle, IBM, and now Google, are differentiating with their apps. And I think that's smart. I don't think that's a bad move at all. It does telegraph a little bit, that maybe they got, they could add more to show, we'll see tomorrow. But I don't think that's a bad thing. Again, it does make the numbers a little messy, in terms of what's what. But I think it's totally cool for a company to differentiate on their offering. >> Yeah, definitely. And John, as you said, Google is playing their game. They're not trying to play Amazon's game. They're not, Oracle's thing was what? You kind of get a little bit of the lead, and kind of just make sure how you attack and stay ahead of what they're doing, going to the boating analogy there. But Google knows where they're going, moving themselves forward. That they've made some really good progress. The amount of people, the amount of news they have. Are they moving fast enough to really try to close a little bit on the Amazon's world, is something I want to come out of the show with. Where are customers going? >> And it's a turbulent time too. As Peter Burris, our own Peter Buriss at Wikibon, would say, is a turbulent time. And it's going to really put everyone on notice. There's a lot to cover, if you're an analyst. I mean, you have compute, network storage, services. I mean, there's a slew of stuff that's being rolled out, either in table stakes for existing enterprises, plus new stuff. I mean, I didn't hear a lot of IoT today. Did you hear much IoT? Is there IoT coming to you at the briefing? >> Come on. I'm sure there's some service coming out from Google, that'll help us be able to process all this stuff much faster. They'll just replace this with-- >> So you're in the analyst meeting. I know you're under NDA, but is there IoT coming tomorrow? >> IoT was a term that I heard this week, yes. >> So all right, that's a good confirmation. Stu cannot confirm or deny that IoT will be there tomorrow. Okay, well, that's going to end day one of coverage, here in our studio. As you know, we got a new studio. We have folks on the ground. You're going to start to see a new CUBE formula, where we have in-studio coverage, and out in the field, like our normal CUBE, our "game day", as we say. Getting all the signal, extracting it from that noise out there, for you. Again, in-studio allows us to get more content. We bring our friends in. We want to get the content. We're going to get the summaries, and share that with you. I'm John Furrier, Stu Miniman, day one coverage. We'll see you tomorrow for another full day of special coverage, sponsored by Intel, two days of coverage. I want to thank Intel for supporting our editorial mission. We love the enterprise, we love Cloud, we love big data, love Smart Cities, autonomous vehicles, and the changing landscape in tech. We'll be back tomorrow, thanks for watching.