>> Announcer: Live from Barcelona, Spain. It's theCUBE, covering Cisco Live 2018. Brought to you by Cisco, Veeam, and theCUBE's ecosystem partners. >> Hello everyone. Welcome back to theCUBE's live coverage here, exclusive coverage of Cisco Live 2018 in Europe. We're in Barcelona, Spain for theCUBE Day one wrap of our two days of wall-to-wall coverage. I'm John Furrier with my co-host Stu Miniman, and we're going to break down day one, Stu? >> I can go for a couple more hours, who else we got? >> But Stu, we'll go live for a marathon session. No, let's wrap it up. We got a full day tomorrow, got some great guests here. At the keynote, Cisco laying out their vision and the story's kind of coming together, and I think Cisco has clarity. So my takeaway, I learned a lot. I learned that Cisco is not just talking, they're walking. They got a lot of work to do. I think that the signs of great progress with Cisco, Stu: one is Rowan put out a great keynote that looks forward not back. They didn't lean on their base and saying we're going to milk this cow until it's dead, meaning the networking engineers and the position. They're looking forward and putting a vision out there that says here's how the network will transform applications and they had a lot of use cases from IoT to multi-cloud and more. And two, they're cracking the code on IoT because they bought Jasper, which is back haul, essentially using cellular to the classic OT market, which is a classic end-to-end. To me, that was a revelation to me and I think that might be the unique creative thinking that could bring IoT into IT and transform the highly unsecure IoT WiFi IP market because anyone can throw a smart light bulb or whatever device. Full processing, multi-threading capabilities, and that can be hijacked and taken over and spewing malware and ransomware and everything else in between. >> John, if anything what I critique a little bit is he gives the vision of 2050. Go to a show like Amazon, they're like hey builders, here's what we have for you today that's really cool. And I think, we heard a lot from Cisco today, the cool things they have. Big acquisitions like AppD. We've talked a lot about, in the IoT discussion today, you talked about it was a $1.4 billion acquisition they made in that space. Here in the DevNet Zone, they're not talking about the future, they're talking about what they're building today. >> Well Stu-- Stu, you know how I feel about this. I kind of roll my eyes when I get that kind of futuristic with no meat on the bone. If you're going to have sizzle, you better have some steak on the grill. That's the critique for me is I'm looking and squinting through the hype and use cases. Oh, we got the future's going to be upon us to reality. What do they got now? That's the progress that I see and the signals that are showing to me are DevNet, active transformation of classic network engineer operator to programmer, one. Two, Susie Wee pointed out a new concept that we love called Net DevOps, which is programming the network for microservices and these new services with Kubernetes as the linchpin. Heard a little bit about Google, so in line with Google. Of course, Cisco's got billion dollar partners in the ecosystem. The certainly great fertilizer if you will, for this growth. They got a lot of things coming together. I think the challenge for Cisco and the strategic imperative that I see for the management team is show progress now. Now you've got the vision, that's the sizzle. Show the stink, that's what's happening now if they can bring that Amazon like mojo, I would think they'd hit a home run. >> John, we've got the Learning Lab behind you in DevNet area here. It's the first time in two whole days I haven't seen it packed and that's just because 15 minutes ago the World of Solutions reception opened. They've got snacks, they've got beer and wine, the music's going over there, so everybody's kind of moved over there but this area's been hopping. A day before the rest of the show really started, before the key notes. Absolutely, I'd love to have Susie talk about the four year transformation internally. We'd watched some of the people inside Cisco beating the drum, talking about making change. Cisco's made investment in Open Source. They've tried to move the needle some, but this developer wave, absolutely, they need to be a part of it. I think back to John Chambers talking about all the adjacencies, some of the failed acquisitions, flip acquisition, some the set top box type stuff. IoT, is the message they've had. I think you laid it out well. They had a good vision upfront but the market needed to mature some. Now we're ready for this to be real. Partner ecosystem, absolutely. Cisco is still a behemoth in this space and they've got strong partnerships a lot of way. There's a lot of transitions. There's some things they need to be careful about how they make the moves, but absolutely, there's interesting times here. >> Stu, you and I always love to talk about this because the network is where the bottleneck has always been. You mentioned in one of the questions, I forget who the guest was, what's going on with some of defined networking? Well, guess what, microservices changes that game. With Kubernetes now as a integration layer, it kind of splits the line between app developers and under the hood software engineering, all the way down to network engineering. Those are okay personas, but now you have policy programmability at the network level that services could take advantage of Those app developers that are slinging APIs, doing no JS, they're used to IOs. They're used to programming these functions. This kind of feels a little bit like serverless is coming to the table. I haven't heard that word here, but kind of getting that vibe. >> Absolutely, we haven't heard serverless. We have talked about containers some. Obviously, we talked about Kubernetes in area we've won, but the multi-cloud is still a little bit early for where Cisco plays at that M and O piece of it, Cisco has had a number of plays over the years and they make an acquisition. We'll see how it is. My friends in the networking space, the line is the single pain of glass, John, is spelled P-A-I-N. I'm glad I didn't hear that term from Cisco. >> John: I heard it once only. >> In general, they understand some of the challenges. They touch a lot of the pieces and they're not being overly dogmatic. They're not bashing the public Cloud. Yes, they have a lot more revenue in the data centers in the service providers, but they're not coming out here as a Cloud denier. >> That's a great point for a couple things. You know how I feel about multi-cloud. I think multi-cloud's BS right now. I think it's one of those moon shots down the road and I don't think anything's going to happen in multi-cloud for awhile. Your "True Private Cloud" report on Wikibon.com kind of validates that. The thing about the pain of class, Cisco actually has a lot of that on the management side. What needs to happen is that pain of glass management has to move up the stacks, Stu. This is where I think the test will be for them. That's going to be key. The thing that I did not hear that I'm surprised about is I didn't hear anything about data-driven anything. There's a lot of stuff being talked about. Programmable networking, kind of implies data. You even heard the IoT general manager talk about IoT feeds AI. I think AI's fed by data. Certainly, IoT supports data. I didn't hear about how their data is driving either policy, automation, not enough of that. I think that's a weak area, I'll say, they've got to do some work on. >> John, some of that I think is just terminology cause if you look inside the intent-based networking pieces that Cisco talks about, David Goeckeler this morning in the key note. He said it's about learning and security. Learning, it's all about data. How do we train those models? They didn't throw out the AI and MO buzzwords out there, but underneath, that's what's happening. It is about data, just networking people don't talk about data nearly as much as the compute or storage people. You're right, serverless, how will that impact the network? Because underneath infrastructure matters. Teagan's going to have to move around a lot more. I would've expected to hear some mention of it. >> Well, you made a good point, I agree with you. I love this intent-based networking. It really changes the conversation. If you say, what is that, what is intent in context? Huge conversation point, huge area to explore. This truly will make an adaptive network, a flexible network. It'll make it programmable. That's what people want. App developers need to have the services on the network side and they need the automation. Really, really key point. Any other learnings for you, Stu? >> Really John, it's going through that shift in model as we talked about in the intro. Cisco heavily moving towards that software model. Riaz who they brought in, heavy software background. You've got that balance of Cisco has strong history. They are trusted. Network provider, Trust and risk are absolutely the number one things that customers hear about. Security is something they bang on, but they need to undergo those transformations. People like Susie, like Riaz, coming in, helping to drive what's happening there. It's been nice to see very different from when the last time I came to Cisco, very heavy gear, and people plugging and running around, dealing with all those challenges. You think back to customers always-- What do they spend, 70 to 80% on keeping the lights on? Most of the activities we talk about here aren't the, oh, how do we keep the lights on? It's about growing the business and transforming the business, which is the imperative for CIOs today. >> The other thing I liked today is we had storage on, IBM and NetApp with a Cisco partner and ecosystem managing executives. Here's the thing that I learned and I'm happy to see this. You see storage going through the haves and have nots. There is a line going on, maybe its NV, NVFE over-- >> Stu: NVME over Fabrics. >> MVME over Fabric is causing a line that's going to define history, either on the wrong side of history or the right side. We're seeing storage start-ups struggling. We're seeing a lot of companies that we knew that went public, going out of business, start-ups cratering. But there's winners. Hearing the Cisco guys with NetApp and IBM, you're starting to see the storage vents who continue to make it, doing well and they're differentiating. What Cisco has actually done masterfully in my opinion, is they've balanced the ecosystem with the storage guys so that they can let everyone win. It's like a race car. Do you want the Lamborghini or the Ferrari or Porsche? You have different versions of storage. Each one can stand on their own and use Cisco and the better mousetrap wins, the better engine, will win for the use cases of the storage guys. Seeing kind of some swim lanes for storage. That's a good sign, Stu, for Cisco. >> Yeah, absolutely. That's how Cisco really drove that wave of converged infrastructure. I heard from lots of the partners at the (mumbles). CI, even though it's not the sexiest thing anymore cause it's over eight years old now, we've been talking about it, billions of dollars, that's what drove UCS, Cisco has a little bit of fear that they missed out on some of the core verbalization so they're not going to miss the container trend. They're not going to miss microservices. They're all over these pieces. But absolutely, they understand the value of ecosystems and they're very smart about how they target that. >> I agree with you, they got the container magic going on. DevNet certainly is looking good from a developer's standpoint. We will be covering the DevNet Create Event, which is a non-Cisco ecosystem. It's a new territory that Susie Wee has taken down, which is to get real Cloud native developers that aren't necessarily in the ecosystem, so that's going to be a positive. The thing I want to ask you, Stu, to end day one wrap up because this is kind of coming up as the NVME over Fabric. What's the impact of Cisco because we see the impact on the market place, with David Floyer would be chiming away if he was here, but I'd like to get your thoughts because you covered it closely, how is that going to help Cisco? Does it hurt Cisco, does it enable them, is it a game changer? What's the impact of NVME over Fabric? >> Cisco, remember not just a networking company, they're a compute supplier with UCS here. They have the M5, they have their latest that they have. Cisco's all over this, they're involved. It's how do I really bring that HPC kind of environment we've been talking about in the networking space. RDMA options out there. iWARP and Roce and NVME over Fabrics is going to be able to give me even higher speed, really low latency, getting scuzzy out of the way, which has been something that we've been trying to do for over a decade now in the storage world. I don't think-- We talked to Eric Herzog this morning and I really agree with him. This is evolutionary and this is not something that's catching anyone by surprise. It's not like-- >> It's on their radar. >> We're going from wire to wireless, or hey, this is now ethernet instead of token ring. >> So not a massive shift. >> It is similar to disk and Flash. It's absolutely, it's the next generation and there will be companies that implement it better, but we've all seen it coming. All the big guys are involved in it. Cisco, it relates to them and their ecosystem, and you expect them to not be a huge shift. >> One of the things we did not hear about. It's not a main theme here, it's certainly an undercurrent. It's certainly mainstream in the tech industry, both on the enterprise and emerging tech, certainly on AI and software, Stu, is the role of open source software. Not a lot going on here. I looked for sessions, I didn't see any birds of a feather or any meetups around open source. I know it's a DevNet show, Cisco show. DevNet creates a little bit more open source with Cloud found. We've interviewed folks like that and others. But if they're going to be talking to Google, and we're talking about Kubernetes, you cannot ignore the role of open source in the Cisco ecosystem. Your thoughts. Miss, not relevant to the show, kind of the back burner? Maybe Cisco's boiling something up? What's happening with their role and impact with open source? >> John, we heard that there's a presentation tomorrow in STO, they're working with Google on that. I'm not surprised not to see heavy open source in here. It would fit into the Cloud messaging, absolutely Cisco. On that Kubernetes train. We talked about in the containers that ecosystem when Docker announced the networking pieces, Cisco was right up there, wanted to make sure they're there. Cisco's doing it. John, they've had middling success to where they've been able to roll that into their products. We've covered a lot of it because we're big proponents of it but the typical customer here, I don't think that they're like oh hey, I didn't see this. There's other places where those communities, the builders and the contributors in those environments know where Cisco goes. >> Cisco's got billions of dollars they've got to focus on that I agree, but open source is important. You know, Stu, we think Kubernetes could possibly unlock the multi-cloud path. We're constantly watching it. I think it's important to them, they have to be there. They're talking Kubernetes. They're talking about that line in the stack that creates an app developer, very cohesive app developer ecosystem, and then under the hood, engineering, software engineering mindset. They got to play. If you're going to play with Google in multi-cloud, Google's all in open source. They want to be on Amazon, they got to be open source. They got to be there, so we'll see. We'll see how it goes. Okay, day one wrap up here. theCUBE, live in Barcelona for exclusive coverage of Cisco Live 2018. We'll be here all day tomorrow as well. Thanks for watching, I'm John Furrier with Stu Miniman for Cisco Live 2018 in Europe. Thanks for watching. (techno music)