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Joseph Nelson, Roboflow | AWS Startup Showcase


 

(chill electronic music) >> Hello everyone, welcome to theCUBE's presentation of the AWS Startups Showcase, AI and machine learning, the top startups building generative AI on AWS. This is the season three, episode one of the ongoing series covering the exciting startups from the AWS ecosystem, talk about AI and machine learning. Can't believe it's three years and season one. I'm your host, John Furrier. Got a great guest today, we're joined by Joseph Nelson, the co-founder and CEO of Roboflow, doing some cutting edge stuff around computer vision and really at the front end of this massive wave coming around, large language models, computer vision. The next gen AI is here, and it's just getting started. We haven't even scratched a service. Thanks for joining us today. >> Thanks for having me. >> So you got to love the large language model, foundation models, really educating the mainstream world. ChatGPT has got everyone in the frenzy. This is educating the world around this next gen AI capabilities, enterprise, image and video data, all a big part of it. I mean the edge of the network, Mobile World Conference is happening right now, this month, and it's just ending up, it's just continue to explode. Video is huge. So take us through the company, do a quick explanation of what you guys are doing, when you were founded. Talk about what the company's mission is, and what's your North Star, why do you exist? >> Yeah, Roboflow exists to really kind of make the world programmable. I like to say make the world be read and write access. And our North Star is enabling developers, predominantly, to build that future. If you look around, anything that you see will have software related to it, and can kind of be turned into software. The limiting reactant though, is how to enable computers and machines to understand things as well as people can. And in a lot of ways, computer vision is that missing element that enables anything that you see to become software. So in the virtue of, if software is eating the world, computer vision kind of makes the aperture infinitely wide. It's something that I kind of like, the way I like to frame it. And the capabilities are there, the open source models are there, the amount of data is there, the computer capabilities are only improving annually, but there's a pretty big dearth of tooling, and an early but promising sign of the explosion of use cases, models, and data sets that companies, developers, hobbyists alike will need to bring these capabilities to bear. So Roboflow is in the game of building the community around that capability, building the use cases that allow developers and enterprises to use computer vision, and providing the tooling for companies and developers to be able to add computer vision, create better data sets, and deploy to production, quickly, easily, safely, invaluably. >> You know, Joseph, the word in production is actually real now. You're seeing a lot more people doing in production activities. That's a real hot one and usually it's slower, but it's gone faster, and I think that's going to be more the same. And I think the parallel between what we're seeing on the large language models coming into computer vision, and as you mentioned, video's data, right? I mean we're doing video right now, we're transcribing it into a transcript, linking up to your linguistics, times and the timestamp, I mean everything's data and that really kind of feeds. So this connection between what we're seeing, the large language and computer vision are coming together kind of cousins, brothers. I mean, how would you compare, how would you explain to someone, because everyone's like on this wave of watching people bang out their homework assignments, and you know, write some hacks on code with some of the open AI technologies, there is a corollary directly related to to the vision side. Can you explain? >> Yeah, the rise of large language models are showing what's possible, especially with text, and I think increasingly will get multimodal as the images and video become ingested. Though there's kind of this still core missing element of basically like understanding. So the rise of large language models kind of create this new area of generative AI, and generative AI in the context of computer vision is a lot of, you know, creating video and image assets and content. There's also this whole surface area to understanding what's already created. Basically digitizing physical, real world things. I mean the Metaverse can't be built if we don't know how to mirror or create or identify the objects that we want to interact with in our everyday lives. And where computer vision comes to play in, especially what we've seen at Roboflow is, you know, a little over a hundred thousand developers now have built with our tools. That's to the tune of a hundred million labeled open source images, over 10,000 pre-trained models. And they've kind of showcased to us all of the ways that computer vision is impacting and bringing the world to life. And these are things that, you know, even before large language models and generative AI, you had pretty impressive capabilities, and when you add the two together, it actually unlocks these kind of new capabilities. So for example, you know, one of our users actually powers the broadcast feeds at Wimbledon. So here we're talking about video, we're streaming, we're doing things live, we've got folks that are cropping and making sure we look good, and audio/visual all plugged in correctly. When you broadcast Wimbledon, you'll notice that the camera controllers need to do things like track the ball, which is moving at extremely high speeds and zoom crop, pan tilt, as well as determine if the ball bounced in or out. The very controversial but critical key to a lot of tennis matches. And a lot of that has been historically done with the trained, but fallible human eye and computer vision is, you know, well suited for this task to say, how do we track, pan, tilt, zoom, and see, track the tennis ball in real time, run at 30 plus frames per second, and do it all on the edge. And those are capabilities that, you know, were kind of like science fiction, maybe even a decade ago, and certainly five years ago. Now the interesting thing, is that with the advent of of generative AI, you can start to do things like create your own training data sets, or kind of create logic around once you have this visual input. And teams at Tesla have actually been speaking about, of course the autopilot team's focused on doing vision tasks, but they've combined large language models to add reasoning and logic. So given that you see, let's say the tennis ball, what do you want to do? And being able to combine the capabilities of what LLM's represent, which is really a lot of basically, core human reasoning and logic, with computer vision for the inputs of what's possible, creates these new capabilities, let alone multimodality, which I'm sure we'll talk more about. >> Yeah, and it's really, I mean it's almost intoxicating. It's amazing that this is so capable because the cloud scales here, you got the edge developing, you can decouple compute power, and let Moore's law and all the new silicone and the processors and the GPUs do their thing, and you got open source booming. You're kind of getting at this next segment I wanted to get into, which is the, how people should be thinking about these advances of the computer vision. So this is now a next wave, it's here. I mean I'd love to have that for baseball because I'm always like, "Oh, it should have been a strike." I'm sure that's going to be coming soon, but what is the computer vision capable of doing today? I guess that's my first question. You hit some of it, unpack that a little bit. What does general AI mean in computer vision? What's the new thing? Because there are old technology's been around, proprietary, bolted onto hardware, but hardware advances at a different pace, but now you got new capabilities, generative AI for vision, what does that mean? >> Yeah, so computer vision, you know, at its core is basically enabling machines, computers, to understand, process, and act on visual data as effective or more effective than people can. Traditionally this has been, you know, task types like classification, which you know, identifying if a given image belongs in a certain category of goods on maybe a retail site, is the shoes or is it clothing? Or object detection, which is, you know, creating bounding boxes, which allows you to do things like count how many things are present, or maybe measure the speed of something, or trigger an alert when something becomes visible in frame that wasn't previously visible in frame, or instant segmentation where you're creating pixel wise segmentations for both instance and semantic segmentation, where you often see these kind of beautiful visuals of the polygon surrounding objects that you see. Then you have key point detection, which is where you see, you know, athletes, and each of their joints are kind of outlined is another more traditional type problem in signal processing and computer vision. With generative AI, you kind of get a whole new class of problem types that are opened up. So in a lot of ways I think about generative AI in computer vision as some of the, you know, problems that you aimed to tackle, might still be better suited for one of the previous task types we were discussing. Some of those problem types may be better suited for using a generative technique, and some are problem types that just previously wouldn't have been possible absent generative AI. And so if you make that kind of Venn diagram in your head, you can think about, okay, you know, visual question answering is a task type where if I give you an image and I say, you know, "How many people are in this image?" We could either build an object detection model that might count all those people, or maybe a visual question answering system would sufficiently answer this type of problem. Let alone generative AI being able to create new training data for old systems. And that's something that we've seen be an increasingly prominent use case for our users, as much as things that we advise our customers and the community writ large to take advantage of. So ultimately those are kind of the traditional task types. I can give you some insight, maybe, into how I think about what's possible today, or five years or ten years as you sort go back. >> Yes, definitely. Let's get into that vision. >> So I kind of think about the types of use cases in terms of what's possible. If you just imagine a very simple bell curve, your normal distribution, for the longest time, the types of things that are in the center of that bell curve are identifying objects that are very common or common objects in context. Microsoft published the COCO Dataset in 2014 of common objects and contexts, of hundreds of thousands of images of chairs, forks, food, person, these sorts of things. And you know, the challenge of the day had always been, how do you identify just those 80 objects? So if we think about the bell curve, that'd be maybe the like dead center of the curve, where there's a lot of those objects present, and it's a very common thing that needs to be identified. But it's a very, very, very small sliver of the distribution. Now if you go out to the way long tail, let's go like deep into the tail of this imagined visual normal distribution, you're going to have a problem like one of our customers, Rivian, in tandem with AWS, is tackling, to do visual quality assurance and manufacturing in production processes. Now only Rivian knows what a Rivian is supposed to look like. Only they know the imagery of what their goods that are going to be produced are. And then between those long tails of proprietary data of highly specific things that need to be understood, in the center of the curve, you have a whole kind of messy middle, type of problems I like to say. The way I think about computer vision advancing, is it's basically you have larger and larger and more capable models that eat from the center out, right? So if you have a model that, you know, understands the 80 classes in COCO, well, pretty soon you have advances like Clip, which was trained on 400 million image text pairs, and has a greater understanding of a wider array of objects than just 80 classes in context. And over time you'll get more and more of these larger models that kind of eat outwards from that center of the distribution. And so the question becomes for companies, when can you rely on maybe a model that just already exists? How do you use your data to get what may be capable off the shelf, so to speak, into something that is usable for you? Or, if you're in those long tails and you have proprietary data, how do you take advantage of the greatest asset you have, which is observed visual information that you want to put to work for your customers, and you're kind of living in the long tails, and you need to adapt state of the art for your capabilities. So my mental model for like how computer vision advances is you have that bell curve, and you have increasingly powerful models that eat outward. And multimodality has a role to play in that, larger models have a role to play in that, more compute, more data generally has a role to play in that. But it will be a messy and I think long condition. >> Well, the thing I want to get, first of all, it's great, great mental model, I appreciate that, 'cause I think that makes a lot of sense. The question is, it seems now more than ever, with the scale and compute that's available, that not only can you eat out to the middle in your example, but there's other models you can integrate with. In the past there was siloed, static, almost bespoke. Now you're looking at larger models eating into the bell curve, as you said, but also integrating in with other stuff. So this seems to be part of that interaction. How does, first of all, is that really happening? Is that true? And then two, what does that mean for companies who want to take advantage of this? Because the old model was operational, you know? I have my cameras, they're watching stuff, whatever, and like now you're in this more of a, distributed computing, computer science mindset, not, you know, put the camera on the wall kind of- I'm oversimplifying, but you know what I'm saying. What's your take on that? >> Well, to the first point of, how are these advances happening? What I was kind of describing was, you know, almost uni-dimensional in that you have like, you're only thinking about vision, but the rise of generative techniques and multi-modality, like Clip is a multi-modal model, it has 400 million image text pairs. That will advance the generalizability at a faster rate than just treating everything as only vision. And that's kind of where LLMs and vision will intersect in a really nice and powerful way. Now in terms of like companies, how should they be thinking about taking advantage of these trends? The biggest thing that, and I think it's different, obviously, on the size of business, if you're an enterprise versus a startup. The biggest thing that I think if you're an enterprise, and you have an established scaled business model that is working for your customers, the question becomes, how do you take advantage of that established data moat, potentially, resource moats, and certainly, of course, establish a way of providing value to an end user. So for example, one of our customers, Walmart, has the advantage of one of the largest inventory and stock of any company in the world. And they also of course have substantial visual data, both from like their online catalogs, or understanding what's in stock or out of stock, or understanding, you know, the quality of things that they're going from the start of their supply chain to making it inside stores, for delivery of fulfillments. All these are are visual challenges. Now they already have a substantial trove of useful imagery to understand and teach and train large models to understand each of the individual SKUs and products that are in their stores. And so if I'm a Walmart, what I'm thinking is, how do I make sure that my petabytes of visual information is utilized in a way where I capture the proprietary benefit of the models that I can train to do tasks like, what item was this? Or maybe I'm going to create AmazonGo-like technology, or maybe I'm going to build like delivery robots, or I want to automatically know what's in and out of stock from visual input fees that I have across my in-store traffic. And that becomes the question and flavor of the day for enterprises. I've got this large amount of data, I've got an established way that I can provide more value to my own customers. How do I ensure I take advantage of the data advantage I'm already sitting on? If you're a startup, I think it's a pretty different question, and I'm happy to talk about. >> Yeah, what's startup angle on this? Because you know, they're going to want to take advantage. It's like cloud startups, cloud native startups, they were born in the cloud, they never had an IT department. So if you're a startup, is there a similar role here? And if I'm a computer vision startup, what's that mean? So can you share your your take on that, because there'll be a lot of people starting up from this. >> So the startup on the opposite advantage and disadvantage, right? Like a startup doesn't have an proven way of delivering repeatable value in the same way that a scaled enterprise does. But it does have the nimbleness to identify and take advantage of techniques that you can start from a blank slate. And I think the thing that startups need to be wary of in the generative AI enlarged language model, in multimodal world, is building what I like to call, kind of like sandcastles. A sandcastle is maybe a business model or a capability that's built on top of an assumption that is going to be pretty quickly wiped away by improving underlying model technology. So almost like if you imagine like the ocean, the waves are coming in, and they're going to wipe away your progress. You don't want to be in the position of building sandcastle business where, you don't want to bet on the fact that models aren't going to get good enough to solve the task type that you might be solving. In other words, don't take a screenshot of what's capable today. Assume that what's capable today is only going to continue to become possible. And so for a startup, what you can do, that like enterprises are quite comparatively less good at, is embedding these capabilities deeply within your products and delivering maybe a vertical based experience, where AI kind of exists in the background. >> Yeah. >> And we might not think of companies as, you know, even AI companies, it's just so embedded in the experience they provide, but that's like the vertical application example of taking AI and making it be immediately usable. Or, of course there's tons of picks and shovels businesses to be built like Roboflow, where you're enabling these enterprises to take advantage of something that they have, whether that's their data sets, their computes, or their intellect. >> Okay, so if I hear that right, by the way, I love, that's horizontally scalable, that's the large language models, go up and build them the apps, hence your developer focus. I'm sure that's probably the reason that the tsunami of developer's action. So you're saying picks and shovels tools, don't try to replicate the platform of what could be the platform. Oh, go to a VC, I'm going to build a platform. No, no, no, no, those are going to get wiped away by the large language models. Is there one large language model that will rule the world, or do you see many coming? >> Yeah, so to be clear, I think there will be useful platforms. I just think a lot of people think that they're building, let's say, you know, if we put this in the cloud context, you're building a specific type of EC2 instance. Well, it turns out that Amazon can offer that type of EC2 instance, and immediately distribute it to all of their customers. So you don't want to be in the position of just providing something that actually ends up looking like a feature, which in the context of AI, might be like a small incremental improvement on the model. If that's all you're doing, you're a sandcastle business. Now there's a lot of platform businesses that need to be built that enable businesses to get to value and do things like, how do I monitor my models? How do I create better models with my given data sets? How do I ensure that my models are doing what I want them to do? How do I find the right models to use? There's all these sorts of platform wide problems that certainly exist for businesses. I just think a lot of startups that I'm seeing right now are making the mistake of assuming the advances we're seeing are not going to accelerate or even get better. >> So if I'm a customer, if I'm a company, say I'm a startup or an enterprise, either one, same question. And I want to stand up, and I have developers working on stuff, I want to start standing up an environment to start doing stuff. Is that a service provider? Is that a managed service? Is that you guys? So how do you guys fit into your customers leaning in? Is it just for developers? Are you targeting with a specific like managed service? What's the product consumption? How do you talk to customers when they come to you? >> The thing that we do is enable, we give developers superpowers to build automated inventory tracking, self-checkout systems, identify if this image is malignant cancer or benign cancer, ensure that these products that I've produced are correct. Make sure that that the defect that might exist on this electric vehicle makes its way back for review. All these sorts of problems are immediately able to be solved and tackled. In terms of the managed services element, we have solutions as integrators that will often build on top of our tools, or we'll have companies that look to us for guidance, but ultimately the company is in control of developing and building and creating these capabilities in house. I really think the distinction is maybe less around managed service and tool, and more around ownership in the era of AI. So for example, if I'm using a managed service, in that managed service, part of their benefit is that they are learning across their customer sets, then it's a very different relationship than using a managed service where I'm developing some amount of proprietary advantages for my data sets. And I think that's a really important thing that companies are becoming attuned to, just the value of the data that they have. And so that's what we do. We tell companies that you have this proprietary, immense treasure trove of data, use that to your advantage, and think about us more like a set of tools that enable you to get value from that capability. You know, the HashiCorp's and GitLab's of the world have proven like what these businesses look like at scale. >> And you're targeting developers. When you go into a company, do you target developers with freemium, is there a paid service? Talk about the business model real quick. >> Sure, yeah. The tools are free to use and get started. When someone signs up for Roboflow, they may elect to make their work open source, in which case we're able to provide even more generous usage limits to basically move the computer vision community forward. If you elect to make your data private, you can use our hosted data set managing, data set training, model deployment, annotation tooling up to some limits. And then usually when someone validates that what they're doing gets them value, they purchase a subscription license to be able to scale up those capabilities. So like most developer centric products, it's free to get started, free to prove, free to poke around, develop what you think is possible. And then once you're getting to value, then we're able to capture the commercial upside in the value that's being provided. >> Love the business model. It's right in line with where the market is. There's kind of no standards bodies these days. The developers are the ones who are deciding kind of what the standards are by their adoption. I think making that easy for developers to get value as the model open sources continuing to grow, you can see more of that. Great perspective Joseph, thanks for sharing that. Put a plug in for the company. What are you guys doing right now? Where are you in your growth? What are you looking for? How should people engage? Give the quick commercial for the company. >> So as I mentioned, Roboflow is I think one of the largest, if not the largest collections of computer vision models and data sets that are open source, available on the web today, and have a private set of tools that over half the Fortune 100 now rely on those tools. So we're at the stage now where we know people want what we're working on, and we're continuing to drive that type of adoption. So companies that are looking to make better models, improve their data sets, train and deploy, often will get a lot of value from our tools, and certainly reach out to talk. I'm sure there's a lot of talented engineers that are tuning in too, we're aggressively hiring. So if you are interested in being a part of making the world programmable, and being at the ground floor of the company that's creating these capabilities to be writ large, we'd love to hear from you. >> Amazing, Joseph, thanks so much for coming on and being part of the AWS Startup Showcase. Man, if I was in my twenties, I'd be knocking on your door, because it's the hottest trend right now, it's super exciting. Generative AI is just the beginning of massive sea change. Congratulations on all your success, and we'll be following you guys. Thanks for spending the time, really appreciate it. >> Thanks for having me. >> Okay, this is season three, episode one of the ongoing series covering the exciting startups from the AWS ecosystem, talking about the hottest things in tech. I'm John Furrier, your host. Thanks for watching. (chill electronic music)

Published Date : Mar 9 2023

SUMMARY :

of the AWS Startups Showcase, of what you guys are doing, of the explosion of use and you know, write some hacks on code and do it all on the edge. and the processors and of the traditional task types. Let's get into that vision. the greatest asset you have, eating into the bell curve, as you said, and flavor of the day for enterprises. So can you share your your take on that, that you can start from a blank slate. but that's like the that right, by the way, How do I find the right models to use? Is that you guys? and GitLab's of the world Talk about the business model real quick. in the value that's being provided. The developers are the that over half the Fortune and being part of the of the ongoing series

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Irene Dankwa-Mullan, Marti Health | WiDS 2023


 

(light upbeat music) >> Hey, everyone. Welcome back to theCUBE's day long coverage of Women in Data Science 2023. Live from Stanford University, I'm Lisa Martin. We've had some amazing conversations today with my wonderful co-host, as you've seen. Tracy Zhang joins me next for a very interesting and inspiring conversation. I know we've been bringing them to you, we're bringing you another one here. Dr. Irene Dankwa-Mullan joins us, the Chief Medical Officer at Marti Health, and a speaker at WIDS. Welcome, Irene, it's great to have you. >> Thank you. I'm delighted to be here. Thank you so much for this opportunity. >> So you have an MD and a Master of Public Health. Covid must have been an interesting time for you, with an MPH? >> Very much so. >> Yeah, talk a little bit about you, your background, and Marti Health? This is interesting. This is a brand new startup. This is a digital health equity startup. >> Yes, yes. So, I'll start with my story a little bit about myself. So I was actually born in Ghana. I finished high school there and came here for college. What would I say? After I finished my undergraduate, I went to medical school at Dartmouth and I always knew I wanted to go into public health as well as medicine. So my medical education was actually five years. I did the MPH and my medical degree, at the same time, I got my MPH from Yale School of Public Health. And after I finished, I trained in internal medicine, Johns Hopkins, and after that I went into public health. I am currently living in Maryland, so I'm in Bethesda, Maryland, and that's where I've been. And really enjoyed public health, community health, combining that aspect of sort of prevention and wellness and also working in making sure that we have community health clinics and safety net clinics. So a great experience there. I also had the privilege, after eight years in public health, I went to the National Institute of Health. >> Oh, wow. >> Where I basically worked in clinical research, basically on minority health and health disparities. So, I was in various leadership roles and helped to advance the science of health equity, working in collaboration with a lot of scientists and researchers at the NIH, really to advance the science. >> Where did your interest in health equity come from? Was there a defining moment when you were younger and you thought "There's a lot of inequities here, we have to do something about this." Where did that interest start? >> That's a great question. I think this influence was basically maybe from my upbringing as well as my family and also what I saw around me in Ghana, a lot of preventable diseases. I always say that my grandfather on my father's side was a great influence, inspired me and influenced my career because he was the only sibling, really, that went to school. And as a result, he was able to earn enough money and built, you know, a hospital. >> Oh wow. >> In their hometown. >> Oh my gosh! >> It started as a 20 bed hospital and now it's a 350 bed hospital. >> Oh, wow, that's amazing! >> In our hometown. And he knew that education was important and vital as well for wellbeing. And so he really inspired, you know, his work inspired me. And I remember in residency I went with a group of residents to this hospital in Ghana just to help over a summer break. So during a summer where we went and helped take care of the sick patients and actually learned, right? What it is like to care for so many patients and- >> Yeah. >> It was really a humbling experience. But that really inspired me. I think also being in this country. And when I came to the U.S. and really saw firsthand how patients are treated differently, based on their background or socioeconomic status. I did see firsthand, you know, that kind of unconscious bias. And, you know, drew me to the field of health disparities research and wanted to learn more and do more and contribute. >> Yeah. >> Yeah. So, I was curious. Just when did the data science aspect tap in? Like when did you decide that, okay, data science is going to be a problem solving tool to like all the problems you just said? >> Yeah, that's a good question. So while I was at the NIH, I spent eight years there, and precision medicine was launched at that time and there was a lot of heightened interest in big data and how big data could help really revolutionize medicine and healthcare. And I got the opportunity to go, you know, there was an opportunity where they were looking for physicians or deputy chief health officer at IBM. And so I went to IBM, Watson Health was being formed as a new business unit, and I was one of the first deputy chief health officers really to lead the data and the science evidence. And that's where I realized, you know, we could really, you know, the technology in healthcare, there's been a lot of data that I think we are not really using or optimizing to make sure that we're taking care of our patients. >> Yeah. >> And so that's how I got into data science and making sure that we are building technologies using the right data to advance health equity. >> Right, so talk a little bit about health equity? We mentioned you're with Marti Health. You've been there for a short time, but Marti Health is also quite new, just a few months old. Digital health equity, talk about what Marti's vision is, what its mission is to really help start dialing down a lot of the disparities that you talked about that you see every day? >> Yeah, so, I've been so privileged. I recently joined Marti Health as their Chief Medical Officer, Chief Health Officer. It's a startup that is actually trying to promote a value-based care, also promote patient-centered care for patients that are experiencing a social disadvantage as a result of their race, ethnicity. And were starting to look at and focused on patients that have sickle cell disease. >> Okay. >> Because we realize that that's a population, you know, we know sickle cell disease is a genetic disorder. It impacts a lot of patients that are from areas that are endemic malaria. >> Yeah. >> Yeah. >> And most of our patients here are African American, and when, you know, they suffer so much stigma and discrimination in the healthcare system and complications from their sickle cell disease. And so what we want to do that we feel like sickle cell is a litmus test for disparities. And we want to make sure that they get in patient-centered care. We want to make sure that we are leveraging data and the research that we've done in sickle cell disease, especially on the continent of Africa. >> Okay. >> And provide, promote better quality care for the patients. >> That's so inspiring. You know, we've heard so many great stories today. Were you able to watch the keynote this morning? >> Yes. >> I loved how it always inspires me. This conference is always, we were talking about this all day, how you walk in the Arrillaga Alumni Center here where this event is held every year, the vibe is powerful, it's positive, it's encouraging. >> Inspiring, yeah. >> Absolutely. >> Inspiring. >> Yeah, yeah. >> It's a movement, WIDS is a movement. They've created this community where you feel, I don't know, kind of superhuman. "Why can't I do this? Why not me?" We heard some great stories this morning about data science in terms of applications. You have a great application in terms of health equity. We heard about it in police violence. >> Yes. >> Which is an epidemic in this country for sure, as we know. This happens too often. How can we use data and data science as a facilitator of learning more about that, so that that can stop? I think that's so important for more people to understand all of the broad applications of data science, whether it's police violence or climate change or drug discovery or health inequities. >> Irene: Yeah. >> The potential, I think we're scratching the surface. But the potential is massive. >> Tracy: It is. >> And this is an event that really helps women and underrepresented minorities think, "Why not me? Why can't I get involved in that?" >> Yeah, and I always say we use data to make an make a lot of decisions. And especially in healthcare, we want to be careful about how we are using data because this is impacting the health and outcomes of our patients. And so science evidence is really critical, you know? We want to make sure that data is inclusive and we have quality data. >> Yes. >> And it's transparent. Our clinical trials, I always say are not always diverse and inclusive. And if that's going to form the evidence base or data points then we're doing more harm than good for our patients. And so data science, it's huge. I mean, we need a robust, responsible, trustworthy data science agenda. >> "Trust" you just brought up "trust." >> Yeah. >> I did. >> When we talk about data, we can't not talk about security and privacy and ethics but trust is table stakes. We have to be able to evaluate the data and trust in it. >> Exactly. >> And what it says and the story that can be told from it. So that trust factor is, I think, foundational to data science. >> We all see what happened with Covid, right? I mean, when the pandemic came out- >> Absolutely. >> Everyone wanted information. We wanted data, we wanted data we could trust. There was a lot of hesitancy even with the vaccine. >> Yeah. >> Right? And so public health, I mean, like you said, we had to do a lot of work making sure that the right information from the right data was being translated or conveyed to the communities. And so you are totally right. I mean, data and good information, relevant data is always key. >> Well- >> Is there any- Oh, sorry. >> Go ahead. >> Is there anything Marti Health is doing in like ensuring that you guys get the right data that you can put trust in it? >> Yes, absolutely. And so this is where we are, you know, part of it would be getting data, real world evidence data for patients who are being seen in the healthcare system with sickle cell disease, so that we can personalize the data to those patients and provide them with the right treatment, the right intervention that they need. And so part of it would be doing predictive modeling on some of the data, risk, stratifying risk, who in the sickle cell patient population is at risk of progressing. Or getting, you know, they all often get crisis, vaso-occlusive crisis because the cells, you know, the blood cell sickles and you want to avoid those chest crisis. And so part of what we'll be doing is, you know, using predictive modeling to target those at risk of the disease progressing, so that we can put in preventive measures. It's all about prevention. It's all about making sure that they're not being, you know, going to the hospital or the emergency room where sometimes they end up, you know, in pain and wanting pain medicine. And so. >> Do you see AI as being a critical piece in the transformation of healthcare, especially where inequities are concerned? >> Absolutely, and and when you say AI, I think it's responsible AI. >> Yes. >> And making sure that it's- >> Tracy: That's such a good point. >> Yeah. >> Very. >> With the right data, with relevant data, it's definitely key. I think there is so much data points that healthcare has, you know, in the healthcare space there's fiscal data, biological data, there's environmental data and we are not using it to the full capacity and full potential. >> Tracy: Yeah. >> And I think AI can do that if we do it carefully, and like I said, responsibly. >> That's a key word. You talked about trust, responsibility. Where data science, AI is concerned- >> Yeah. >> It has to be not an afterthought, it has to be intentional. >> Tracy: Exactly. >> And there needs to be a lot of education around it. Most people think, "Oh, AI is just for the technology," you know? >> Yeah, right. >> Goop. >> Yes. >> But I think we're all part, I mean everyone needs to make sure that we are collecting the right amount of data. I mean, I think we all play a part, right? >> We do. >> We do. >> In making sure that we have responsible AI, we have, you know, good data, quality data. And the data sciences is a multi-disciplinary field, I think. >> It is, which is one of the things that's exciting about it is it is multi-disciplinary. >> Tracy: Exactly. >> And so many of the people that we've talked to in data science have these very non-linear paths to get there, and so I think they bring such diversity of thought and backgrounds and experiences and thoughts and voices. That helps train the AI models with data that's more inclusive. >> Irene: Yes. >> Dropping down the volume on the bias that we know is there. To be successful, it has to. >> Definitely, I totally agree. >> What are some of the things, as we wrap up here, that you're looking forward to accomplishing as part of Marti Health? Like, maybe what's on the roadmap that you can share with us for Marti as it approaches the the second half of its first year? >> Yes, it's all about promoting health equity. It's all about, I mean, there's so much, well, I would start with, you know, part of the healthcare transformation is making sure that we are promoting care that's based on value and not volume, care that's based on good health outcomes, quality health outcomes, and not just on, you know, the quantity. And so Marti Health is trying to promote that value-based care. We are envisioning a world in which everyone can live their full life potential. Have the best health outcomes, and provide that patient-centered precision care. >> And we all want that. We all want that. We expect that precision and that personalized experience in our consumer lives, why not in healthcare? Well, thank you, Irene, for joining us on the program today. >> Thank you. >> Talking about what you're doing to really help drive the volume up on health equity, and raise awareness for the fact that there's a lot of inequities in there we have to fix. We have a long way to go. >> We have, yes. >> Lisa: But people like you are making an impact and we appreciate you joining theCUBE today and sharing what you're doing, thank you. >> Thank you. >> Thank you- >> Thank you for having me here. >> Oh, our pleasure. For our guest and Tracy Zhang, this is Lisa Martin from WIDS 2023, the eighth Annual Women in Data Science Conference brought to you by theCUBE. Stick around, our show wrap will be in just a minute. Thanks for watching. (light upbeat music)

Published Date : Mar 9 2023

SUMMARY :

we're bringing you another one here. Thank you so much for this opportunity. So you have an MD and This is a brand new startup. I did the MPH and my medical and researchers at the NIH, and you thought "There's and built, you know, a hospital. and now it's a 350 bed hospital. And so he really inspired, you I did see firsthand, you know, to like all the problems you just said? And I got the opportunity to go, you know, that we are building that you see every day? It's a startup that is that that's a population, you know, and when, you know, they care for the patients. the keynote this morning? how you walk in the community where you feel, all of the broad But the potential is massive. Yeah, and I always say we use data And if that's going to form the We have to be able to evaluate and the story that can be told from it. We wanted data, we wanted And so you are totally right. Is there any- And so this is where we are, you know, Absolutely, and and when you say AI, that healthcare has, you know, And I think AI can do That's a key word. It has to be And there needs to be a I mean, I think we all play a part, right? we have, you know, good the things that's exciting And so many of the that we know is there. and not just on, you know, the quantity. and that personalized experience and raise awareness for the fact and we appreciate you brought to you by theCUBE.

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Kelly Hoang, Gilead | WiDS 2023


 

(upbeat music) >> Welcome back to The Cubes coverage of WIDS 2023 the eighth Annual Women in Data Science Conference which is held at Stanford University. I'm your host, Lisa Martin. I'm really excited to be having some great co-hosts today. I've got Hannah Freytag with me, who is a data journalism master student at Stanford. We have yet another inspiring woman in technology to bring to you today. Kelly Hoang joins us, data scientist at Gilead. It's so great to have you, Kelly. >> Hi, thank you for having me today. I'm super excited to be here and share my journey with you guys. >> Let's talk about that journey. You recently got your PhD in information sciences, congratulations. >> Thank you. Yes, I just graduated, I completed my PhD in information sciences from University of Illinois Urbana-Champaign. And right now I moved to Bay Area and started my career as a data scientist at Gilead. >> And you're in better climate. Well, we do get snow here. >> Kelly: That's true. >> We proved that the last... And data science can show us all the climate change that's going on here. >> That's true. That's the topic of the data fund this year, right? To understand the changes in the climate. >> Yeah. Talk a little bit about your background. You were mentioning before we went live that you come from a whole family of STEM students. So you had that kind of in your DNA. >> Well, I consider myself maybe I was a lucky case. I did grew up in a family in the STEM environment. My dad actually was a professor in computer science. So I remember when I was at a very young age, I already see like datas, all of these computer science concepts. So grew up to be a data scientist is always something like in my mind. >> You aspired to be. >> Yes. >> I love that. >> So I consider myself in a lucky place in that way. But also, like during this journey to become a data scientist you need to navigate yourself too, right? Like you have this roots, like this foundation but then you still need to kind of like figure out yourself what is it? Is it really the career that you want to pursue? But I'm happy that I'm end up here today and where I am right now. >> Oh, we're happy to have you. >> Yeah. So you' re with Gilead now after you're completing your PhD. And were you always interested in the intersection of data science and health, or is that something you explored throughout your studies? >> Oh, that's an excellent question. So I did have background in computer science but I only really get into biomedical domain when I did my PhD at school. So my research during my PhD was natural language processing, NLP and machine learning and their applications in biomedical domains. And then when I graduated, I got my first job in Gilead Science. Is super, super close and super relevant to what my research at school. And at Gilead, I am working in the advanced analytics department, and our focus is to bring artificial intelligence and machine learning into supporting clinical decision making. And really the ultimate goal is how to use AI to accelerate the precision medicine. So yes, it's something very like... I'm very lucky to get the first job that which is very close to my research at school. >> That's outstanding. You know, when we talk about AI, we can't not talk about ethics, bias. >> Kelly: Right. >> We know there's (crosstalk) Yes. >> Kelly: In healthcare. >> Exactly. Exactly. Equities in healthcare, equities in so many things. Talk a little bit about what excites you about AI, what you're doing at Gilead to really influence... I mean this, we're talking about something that's influencing life and death situations. >> Kelly: Right. >> How are you using AI in a way that is really maximizing the opportunities that AI can bring and maximizing the value in the data, but helping to dial down some of the challenges that come with AI? >> Yep. So as you may know already with the digitalization of medical records, this is nowaday, we have a tremendous opportunities to fulfill the dream of precision medicine. And what I mean by precision medicines, means now the treatments for people can be really tailored to individual patients depending on their own like characteristic or demographic or whatever. And nature language processing and machine learning, and AI in general really play a key role in that innovation, right? Because like there's a vast amount of information of patients and patient journeys or patient treatment is conducted and recorded in text. So that's why our group was established. Actually our department, advanced analytic department in Gilead is pretty new. We established our department last year. >> Oh wow. >> But really our mission is to bring AI into this field because we see the opportunity now. We have a vast amount of data about patient about their treatments, how we can mine these data how we can understand and tailor the treatment to individuals. And give everyone better care. >> I love that you brought up precision medicine. You know, I always think, if I kind of abstract everything, technology, data, connectivity, we have this expectation in our consumer lives. We can get anything we want. Not only can we get anything we want but we expect whoever we're engaging with, whether it's Amazon or Uber or Netflix to know enough about me to get me that precise next step. I don't think about precision medicine but you bring up such a great point. We expect these tailored experiences in our personal lives. Why not expect that in medicine as well? And have a tailored treatment plan based on whatever you have, based on data, your genetics, and being able to use NLP, machine learning and AI to drive that is really exciting. >> Yeah. You recap it very well, but then you also bring up a good point about the challenges to bring AI into this field right? Definitely this is an emerging field, but also very challenging because we talk about human health. We are doing the work that have direct impact to human health. So everything need to be... Whatever model, machine learning model that you are building, developing you need to be precise. It need to be evaluated properly before like using as a product, apply into the real practice. So it's not like recommendation systems for shopping or anything like that. We're talking about our actual health. So yes, it's challenging that way. >> Yeah. With that, you already answered one of the next questions I had because like medical data and health data is very sensitive. And how you at Gilead, you know, try to protect this data to protect like the human beings, you know, who are the data in the end. >> The security aspect is critical. You bring up a great point about sensitive data. We think of healthcare as sensitive data. Or PII if you're doing a bank transaction. We have to be so careful with that. Where is security, data security, in your everyday work practices within data science? Is it... I imagine it's a fundamental piece. >> Yes, for sure. We at Gilead, for sure, in data science organization we have like intensive trainings for employees about data privacy and security, how you use the data. But then also at the same time, when we work directly with dataset, it's not that we have like direct information about patient at like very granular level. Everything is need to be kind of like anonymized at some points to protect patient privacy. So we do have rules, policies to follow to put that in place in our organization. >> Very much needed. So some of the conversations we heard, were you able to hear the keynote this morning? >> Yes. I did. I attended. Like I listened to all of them. >> Isn't it fantastic? >> Yes, yes. Especially hearing these women from different backgrounds, at different level of their professional life, sharing their journeys. It's really inspiring. >> And Hannah, and I've been talking about, a lot of those journeys look like this. >> I know >> You just kind of go... It's very... Yours is linear, but you're kind of the exception. >> Yeah, this is why I consider my case as I was lucky to grow up in STEM environment. But then again, back to my point at the beginning, sometimes you need to navigate yourself too. Like I did mention about, I did my pa... Sorry, my bachelor degree in Vietnam, in STEM and in computer science. And that time, there's only five girls in a class of 100 students. So I was not the smartest person in the room. And I kept my minority in that areas, right? So at some point I asked myself like, "Huh, I don't know. Is this really my careers." It seems that others, like male people or students, they did better than me. But then you kind of like, I always have this passion of datas. So you just like navigate yourself, keep pushing yourself over those journey. And like being where I am right now. >> And look what you've accomplished. >> Thank you. >> Yeah. That's very inspiring. And yeah, you mentioned how you were in the classroom and you were only one of the few women in the room. And what inspired or motivated you to keep going, even though sometimes you were at these points where you're like, "Okay, is this the right thing?" "Is this the right thing for me?" What motivated you to keep going? >> Well, I think personally for me, as a data scientist or for woman working in data science in general, I always try to find a good story from data. Like it's not, when you have a data set, well it's important for you to come up with methodologies, what are you going to do with the dataset? But I think it's even more important to kind of like getting the context of the dataset. Like think about it like what is the story behind this dataset? What is the thing that you can get out of it and what is the meaning behind? How can we use it to help use it in a useful way. To have in some certain use case. So I always have that like curiosity and encouragement in myself. Like every time someone handed me a data set, I always think about that. So it's helped me to like build up this kind of like passion for me. And then yeah. And then become a data scientist. >> So you had that internal drive. I think it's in your DNA as well. When you were one of five. You were 5% women in your computer science undergrad in Vietnam. Yet as Hannah was asking you, you found a lot of motivation from within. You embrace that, which is so key. When we look at some of the statistics, speaking of data, of women in technical roles. We've seen it hover around 25% the last few years, probably five to 10. I was reading some data from anitab.org over the weekend, and it shows that it's now, in 2022, the number of women in technical roles rose slightly, but it rose, 27.6%. So we're seeing the needle move slowly. But one of the challenges that still remains is attrition. Women who are leaving the role. You've got your PhD. You have a 10 month old, you've got more than one child. What would you advise to women who might be at that crossroads of not knowing should I continue my career in climbing the ladder, or do I just go be with my family or do something else? What's your advice to them in terms of staying the path? >> I think it's really down to that you need to follow your passion. Like in any kind of job, not only like in data science right? If you want to be a baker, or you want to be a chef, or you want to be a software engineer. It's really like you need to ask yourself is it something that you're really passionate about? Because if you really passionate about something, regardless how difficult it is, like regardless like you have so many kids to take care of, you have the whole family to take care of. You have this and that. You still can find your time to spend on it. So it's really like let yourself drive your own passion. Drive the way where you leading to. I guess that's my advice. >> Kind of like following your own North Star, right? Is what you're suggesting. >> Yeah. >> What role have mentors played in your career path, to where you are now? Have you had mentors on the way or people who inspired you? >> Well, I did. I certainly met quite a lot of women who inspired me during my journey. But right now, at this moment, one person, particular person that I just popped into my mind is my current manager. She's also data scientist. She's originally from Caribbean and then came to the US, did her PhDs too, and now led a group, all women. So believe it or not, I am in a group of all women working in data science. So she's really like someone inspire me a lot, like someone I look up to in this career. >> I love that. You went from being one of five females in a class of 100, to now having a PhD in information sciences, and being on an all female data science team. That's pretty cool. >> It's great. Yeah, it's great. And then you see how fascinating that, how things shift right? And now today we are here in a conference that all are women in data science. >> Yeah. >> It's extraordinary. >> So this year we're fortunate to have WIDS coincide this year with the actual International Women's Day, March 8th which is so exciting. Which is always around this time of year, but it's great to have it on the day. The theme of this International Women's Day this year is embrace equity. When you think of that theme, and your career path, and what you're doing now, and who inspires you, how can companies like Gilead benefit from embracing equity? What are your thoughts on that as a theme? >> So I feel like I'm very lucky to get my first job at Gilead. Not only because the work that we are doing here very close to my research at school, but also because of the working environment at Gilead. Inclusion actually is one of the five core values of Gilead. >> Nice. >> So by that, we means we try to create and creating a working environment that all of the differences are valued. Like regardless your background, your gender. So at Gilead, we have women at Gilead which is a global network of female employees, that help us to strengthen our inclusion culture, and also to influence our voices into the company cultural company policy and practice. So yeah, I'm very lucky to work in the environment nowadays. >> It's impressive to not only hear that you're on an all female data science team, but what Gilead is doing and the actions they're taking. It's one thing, we've talked about this Hannah, for companies, and regardless of industry, to say we're going to have 50% women in our workforce by 2030, 2035, 2040. It's a whole other ballgame for companies like Gilead to actually be putting pen to paper. To actually be creating a strategy that they're executing on. That's awesome. And it must feel good to be a part of a company who's really adapting its culture to be more inclusive, because there's so much value that comes from inclusivity, thought diversity, that ultimately will help Gilead produce better products and services. >> Yeah. Yes. Yeah. Actually this here is the first year Gilead is a sponsor of the WIDS Conference. And we are so excited to establish this relationship, and looking forward to like having more collaboration with WIDS in the future. >> Excellent. Kelly we've had such a pleasure having you on the program. Thank you for sharing your linear path. You are definitely a unicorn. We appreciate your insights and your advice to those who might be navigating similar situations. Thank you for being on theCUBE today. >> Thank you so much for having me. >> Oh, it was our pleasure. For our guests, and Hannah Freytag this is Lisa Martin from theCUBE. Coming to you from WIDS 2023, the eighth annual conference. Stick around. Our final guest joins us in just a minute.

Published Date : Mar 8 2023

SUMMARY :

in technology to bring to you today. and share my journey with you guys. You recently got your PhD And right now I moved to Bay Area And you're in better climate. We proved that the last... That's the topic of the So you had that kind of in your DNA. in the STEM environment. that you want to pursue? or is that something you and our focus is to bring we can't not talk about ethics, bias. what excites you about AI, really tailored to individual patients to bring AI into this field I love that you brought about the challenges to bring And how you at Gilead, you know, We have to be so careful with that. Everything is need to be So some of the conversations we heard, Like I listened to all of them. at different level of And Hannah, and I've kind of the exception. So you just like navigate yourself, And yeah, you mentioned how So it's helped me to like build up So you had that internal drive. I think it's really down to that you Kind of like following and then came to the US, five females in a class of 100, And then you see how fascinating that, but it's great to have it on the day. but also because of the So at Gilead, we have women at Gilead And it must feel good to be a part and looking forward to like Thank you for sharing your linear path. Coming to you from WIDS 2023,

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TheCUBE Insights | WiDS 2023


 

(energetic music) >> Everyone, welcome back to theCUBE's coverage of WiDS 2023. This is the eighth annual Women in Data Science Conference. As you know, WiDS is not just a conference or an event, it's a movement. This is going to include over 100,000 people in the next year WiDS 2023 in 200-plus countries. It is such a powerful movement. If you've had a chance to be part of the Livestream or even be here in person with us at Stanford University, you know what I'm talking about. This is Lisa Martin. I have had the pleasure all day of working with two fantastic graduate students in Stanford's Data Journalism Master's Program. Hannah Freitag has been here. Tracy Zhang, ladies, it's been such a pleasure working with you today. >> Same wise. >> I want to ask you both what are, as we wrap the day, I'm so inspired, I feel like I could go build an airplane. >> Exactly. >> Probably can't. But WiDS is just the inspiration that comes from this event. When you walk in the front door, you can feel it. >> Mm-hmm. >> Tracy, talk a little bit about what some of the things are that you heard today that really inspired you. >> I think one of the keyword that's like in my mind right now is like finding a mentor. >> Yeah. >> And I think, like if I leave this conference if I leave the talks, the conversations with one thing is that I'm very positive that if I want to switch, say someday, from Journalism to being a Data Analyst, to being like in Data Science, I'm sure that there are great role models for me to look up to, and I'm sure there are like mentors who can guide me through the way. So, like that, I feel reassured for some reason. >> It's a good feeling, isn't it? What do you, Hannah, what about you? What's your takeaway so far of the day? >> Yeah, one of my key takeaways is that anything's possible. >> Mm-hmm. >> So, if you have your vision, you have the role model, someone you look up to, and even if you have like a different background, not in Data Science, Data Engineering, or Computer Science but you're like, "Wow, this is really inspiring. I would love to do that." As long as you love it, you're passionate about it, and you are willing to, you know, take this path even though it won't be easy. >> Yeah. >> Then you can achieve it, and as you said, Tracy, it's important to have mentors on the way there. >> Exactly. >> But as long as you speak up, you know, you raise your voice, you ask questions, and you're curious, you can make it. >> Yeah. >> And I think that's one of my key takeaways, and I was just so inspiring to hear like all these women speaking on stage, and also here in our conversations and learning about their, you know, career path and what they learned on their way. >> Yeah, you bring up curiosity, and I think that is such an important skill. >> Mm-hmm. >> You know, you could think of Data Science and think about all the hard skills that you need. >> Mm, like coding. >> But as some of our guests said today, you don't have to be a statistician or an engineer, or a developer to get into this. Data Science applies to every facet of every part of the world. >> Mm-hmm. >> Finances, marketing, retail, manufacturing, healthcare, you name it, Data Science has the power and the potential to unlock massive achievements. >> Exactly. >> It's like we're scratching the surface. >> Yeah. >> But that curiosity, I think, is a great skill to bring to anything that you do. >> Mm-hmm. >> And I think we... For the female leaders that we're on stage, and that we had a chance to talk to on theCUBE today, I think they all probably had that I think as a common denominator. >> Exactly. >> That curious mindset, and also something that I think as hard is the courage to raise your hand. I like this, I'm interested in this. I don't see anybody that looks like me. >> But that doesn't mean I shouldn't do it. >> Exactly. >> Exactly, in addition to the curiosity that all the women, you know, bring to the table is that, in addition to that, being optimistic, and even though we don't see gender equality or like general equality in companies yet, we make progress and we're optimistic about it, and we're not like negative and complaining the whole time. But you know, this positive attitude towards a trend that is going in the right direction, and even though there's still a lot to be done- >> Exactly. >> We're moving it that way. >> Right. >> Being optimistic about this. >> Yeah, exactly, like even if it means that it's hard. Even if it means you need to be your own role model it's still like worth a try. And I think they, like all of the great women speakers, all the female leaders, they all have that in them, like they have the courage to like raise their hand and be like, "I want to do this, and I'm going to make it." And they're role models right now, so- >> Absolutely, they have drive. >> They do. >> Right. They have that ambition to take something that's challenging and complicated, and help abstract end users from that. Like we were talking to Intuit. I use Intuit in my small business for financial management, and she was talking about how they can from a machine learning standpoint, pull all this data off of documents that you upload and make that, abstract that, all that complexity from the end user, make something that's painful taxes. >> Mm-hmm. >> Maybe slightly less painful. It's still painful when you have to go, "Do I have to write you a check again?" >> Yeah. (laughs) >> Okay. >> But talking about just all the different applications of Data Science in the world, I found that to be very inspiring and really eye-opening. >> Definitely. >> I hadn't thought about, you know, we talk about climate change all the time, especially here in California, but I never thought about Data Science as a facilitator of the experts being able to make sense of what's going on historically and in real-time, or the application of Data Science in police violence. We see far too many cases of police violence on the news. It's an epidemic that's a horrible problem. Data Science can be applied to that to help us learn from that, and hopefully, start moving the needle in the right direction. >> Absolutely. >> Exactly. >> And especially like one sentence from Guitry from the very beginnings I still have in my mind is then when she said that arguments, no, that data beats arguments. >> Yes. >> In a conversation that if you be like, okay, I have this data set and it can actually show you this or that, it's much more powerful than just like being, okay, this is my position or opinion on this. And I think in a world where increasing like misinformation, and sometimes, censorship as we heard in one of the talks, it's so important to have like data, reliable data, but also acknowledge, and we talked about it with one of our interviewees that there's spices in data and we also need to be aware of this, and how to, you know, move this forward and use Data Science for social good. >> Mm-hmm. >> Yeah, for social good. >> Yeah, definitely, I think they like data, and the question about, or like the problem-solving part about like the social issues, or like some just questions, they definitely go hand-in-hand. Like either of them standing alone won't be anything that's going to be having an impact, but combining them together, you have a data set that illustrate a point or like solves the problem. I think, yeah, that's definitely like where Data Set Science is headed to, and I'm glad to see all these great women like making their impact and combining those two aspects together. >> It was interesting in the keynote this morning. We were all there when Margot Gerritsen who's one of the founders of WiDS, and Margot's been on the program before and she's a huge supporter of what we do and vice versa. She asked the non-women in the room, "Those who don't identify as women, stand up," and there was a handful of men, and she said, "That's what it's like to be a female in technology." >> Oh, my God. >> And I thought that vision give me goosebumps. >> Powerful. (laughs) >> Very powerful. But she's right, and one of the things I think that thematically another common denominator that I think we heard, I want to get your opinions as well from our conversations today, is the importance of community. >> Mm-hmm. >> You know, I was mentioning this stuff from AnitaB.org that showed that in 2022, the percentage of females and technical roles is 27.6%. It's a little bit of an increase. It's been hovering around 25% for a while. But one of the things that's still a problem is attrition. It doubled last year. >> Right. >> And I was asking some of the guests, and we've all done that today, "How would you advise companies to start moving the needle down on attrition?" >> Mm-hmm. >> And I think the common theme was network, community. >> Exactly. >> It takes a village like this. >> Mm-hmm. >> So you can see what you can be to help start moving that needle and that's, I think, what underscores the value of what WiDS delivers, and what we're able to showcase on theCUBE. >> Yeah, absolutely. >> I think it's very important to like if you're like a woman in tech to be able to know that there's someone for you, that there's a whole community you can rely on, and that like you are, you have the same mindset, you're working towards the same goal. And it's just reassuring and like it feels very nice and warm to have all these women for you. >> Lisa: It's definitely a warm fuzzy, isn't it? >> Yeah, and both the community within the workplace but also outside, like a network of family and friends who support you to- >> Yes. >> To pursue your career goals. I think that was also a common theme we heard that it's, yeah, necessary to both have, you know your community within your company or organization you're working but also outside. >> Definitely, I think that's also like how, why, the reason why we feel like this in like at WiDS, like I think we all feel very positive right now. So, yeah, I think that's like the power of the connection and the community, yeah. >> And the nice thing is this is like I said, WiDS is a movement. >> Yes. >> This is global. >> Mm-hmm. >> We've had some WiDS ambassadors on the program who started WiDS and Tel Aviv, for example, in their small communities. Or in Singapore and Mumbai that are bringing it here and becoming more of a visible part of the community. >> Tracy: Right. >> I loved seeing all the young faces when we walked in the keynote this morning. You know, we come here from a journalistic perspective. You guys are Journalism students. But seeing all the potential in the faces in that room just seeing, and hearing stories, and starting to make tangible connections between Facebook and data, and the end user and the perspectives, and the privacy and the responsibility of AI is all... They're all positive messages that need to be reinforced, and we need to have more platforms like this to be able to not just raise awareness, but sustain it. >> Exactly. >> Right. It's about the long-term, it's about how do we dial down that attrition, what can we do? What can we do? How can we help? >> Mm-hmm. >> Both awareness, but also giving women like a place where they can connect, you know, also outside of conferences. Okay, how do we make this like a long-term thing? So, I think WiDS is a great way to, you know, encourage this connectivity and these women teaming up. >> Yeah, (chuckles) girls help girls. >> Yeah. (laughs) >> It's true. There's a lot of organizations out there, girls who Code, Girls Inc., et cetera, that are all aimed at helping women kind of find their, I think, find their voice. >> Exactly. >> And find that curiosity. >> Yeah. Unlock that somewhere back there. Get some courage- >> Mm-hmm. >> To raise your hand and say, "I think I want to do this," or "I have a question. You explained something and I didn't understand it." Like, that's the advice I would always give to my younger self is never be afraid to raise your hand in a meeting. >> Mm-hmm. >> I guarantee you half the people weren't listening or, and the other half may not have understood what was being talked about. >> Exactly. >> So, raise your hand, there goes Margot Gerritsen, the founder of WiDS, hey, Margot. >> Hi. >> Keep alumni as you know, raise your hand, ask the question, there's no question that's stupid. >> Mm-hmm. >> And I promise you, if you just take that chance once it will open up so many doors, you won't even know which door to go in because there's so many that are opening. >> And if you have a question, there's at least one more person in the room who has the exact same question. >> Exact same question. >> Yeah, we'll definitely keep that in mind as students- >> Well, I'm curious how Data Journalism, what you heard today, Tracy, we'll start with you, and then, Hannah, to you. >> Mm-hmm. How has it influenced how you approach data-driven, and storytelling? Has it inspired you? I imagine it has, or has it given you any new ideas for, as you round out your Master's Program in the next few months? >> I think like one keyword that I found really helpful from like all the conversations today, was problem-solving. >> Yeah. >> Because I think, like we talked a lot about in our program about how to put a face on data sets. How to put a face, put a name on a story that's like coming from like big data, a lot of numbers but you need to like narrow it down to like one person or one anecdote that represents a bigger problem. And I think essentially that's problem-solving. That's like there is a community, there is like say maybe even just one person who has, well, some problem about something, and then we're using data. We're, by giving them a voice, by portraying them in news and like representing them in the media, we're solving this problem somehow. We're at least trying to solve this problem, trying to make some impact. And I think that's like what Data Science is about, is problem-solving, and, yeah, I think I heard a lot from today's conversation, also today's speakers. So, yeah, I think that's like something we should also think about as Journalists when we do pitches or like what kind of problem are we solving? >> I love that. >> Or like kind of what community are we trying to make an impact in? >> Yes. >> Absolutely. Yeah, I think one of the main learnings for me that I want to apply like to my career in Data Journalism is that I don't shy away from complexity because like Data Science is oftentimes very complex. >> Complex. >> And also data, you're using for your stories is complex. >> Mm-hmm. >> So, how can we, on the one hand, reduce complexity in a way that we make it accessible for broader audience? 'Cause, we don't want to be this like tech bubble talking in data jargon, we want to, you know, make it accessible for a broader audience. >> Yeah. >> I think that's like my purpose as a Data Journalist. But at the same time, don't reduce complexity when it's needed, you know, and be open to dive into new topics, and data sets and circling back to this of like raising your hand and asking questions if you don't understand like a certain part. >> Yeah. >> So, that's definitely a main learning from this conference. >> Definitely. >> That like, people are willing to talk to you and explain complex topics, and this will definitely facilitate your work as a Data Journalist. >> Mm-hmm. >> So, that inspired me. >> Well, I can't wait to see where you guys go from here. I've loved co-hosting with you today, thank you. >> Thank you. >> For joining me at our conference. >> Wasn't it fun? >> Thank you. >> It's a great event. It's, we, I think we've all been very inspired and I'm going to leave here probably floating above the ground a few inches, high on the inspiration of what this community can deliver, isn't that great? >> It feels great, I don't know, I just feel great. >> Me too. (laughs) >> So much good energy, positive energy, we love it. >> Yeah, so we want to thank all the organizers of WiDS, Judy Logan, Margot Gerritsen in particular. We also want to thank John Furrier who is here. And if you know Johnny, know he gets FOMO when he is not hosting. But John and Dave Vellante are such great supporters of women in technology, women in technical roles. We wouldn't be here without them. So, shout out to my bosses. Thank you for giving me the keys to theCube at this event. I know it's painful sometimes, but we hope that we brought you great stories all day. We hope we inspired you with the females and the one male that we had on the program today in terms of raise your hand, ask a question, be curious, don't be afraid to pursue what you're interested in. That's my soapbox moment for now. So, for my co-host, I'm Lisa Martin, we want to thank you so much for watching our program today. You can watch all of this on-demand on thecube.net. You'll find write-ups on siliconeangle.com, and, of course, YouTube. Thanks, everyone, stay safe and we'll see you next time. (energetic music)

Published Date : Mar 8 2023

SUMMARY :

I have had the pleasure all day of working I want to ask you both But WiDS is just the inspiration that you heard today I think one of the keyword if I leave the talks, is that anything's possible. and even if you have like mentors on the way there. you know, you raise your And I think that's one Yeah, you bring up curiosity, the hard skills that you need. of the world. and the potential to unlock bring to anything that you do. and that we had a chance to I don't see anybody that looks like me. But that doesn't all the women, you know, of the great women speakers, documents that you upload "Do I have to write you a check again?" I found that to be very of the experts being able to make sense from the very beginnings and how to, you know, move this and the question about, or of the founders of WiDS, and And I thought (laughs) of the things I think But one of the things that's And I think the common like this. So you can see what you and that like you are, to both have, you know and the community, yeah. And the nice thing and becoming more of a and the privacy and the It's about the long-term, great way to, you know, et cetera, that are all aimed Unlock that somewhere back there. Like, that's the advice and the other half may not have understood the founder of WiDS, hey, Margot. ask the question, there's if you just take that And if you have a question, and then, Hannah, to you. as you round out your Master's Program from like all the conversations of numbers but you need that I want to apply like to And also data, you're using you know, make it accessible But at the same time, a main learning from this conference. people are willing to talk to you with you today, thank you. at our conference. and I'm going to leave know, I just feel great. (laughs) positive energy, we love it. that we brought you great stories all day.

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Gabriela de Queiroz, Microsoft | WiDS 2023


 

(upbeat music) >> Welcome back to theCUBE's coverage of Women in Data Science 2023 live from Stanford University. This is Lisa Martin. My co-host is Tracy Yuan. We're excited to be having great conversations all day but you know, 'cause you've been watching. We've been interviewing some very inspiring women and some men as well, talking about all of the amazing applications of data science. You're not going to want to miss this next conversation. Our guest is Gabriela de Queiroz, Principal Cloud Advocate Manager of Microsoft. Welcome, Gabriela. We're excited to have you. >> Thank you very much. I'm so excited to be talking to you. >> Yeah, you're on theCUBE. >> Yeah, finally. (Lisa laughing) Like a dream come true. (laughs) >> I know and we love that. We're so thrilled to have you. So you have a ton of experience in the data space. I was doing some research on you. You've worked in software, financial advertisement, health. Talk to us a little bit about you. What's your background in? >> So I was trained in statistics. So I'm a statistician and then I worked in epidemiology. I worked with air pollution and public health. So I was a researcher before moving into the industry. So as I was talking today, the weekly paths, it's exactly who I am. I went back and forth and back and forth and stopped and tried something else until I figured out that I want to do data science and that I want to do different things because with data science we can... The beauty of data science is that you can move across domains. So I worked in healthcare, financial, and then different technology companies. >> Well the nice thing, one of the exciting things that data science, that I geek out about and Tracy knows 'cause we've been talking about this all day, it's just all the different, to your point, diverse, pun intended, applications of data science. You know, this morning we were talking about, we had the VP of data science from Meta as a keynote. She came to theCUBE talking and really kind of explaining from a content perspective, from a monetization perspective, and of course so many people in the world are users of Facebook. It makes it tangible. But we also heard today conversations about the applications of data science in police violence, in climate change. We're in California, we're expecting a massive rainstorm and we don't know what to do when it rains or snows. But climate change is real. Everyone's talking about it, and there's data science at its foundation. That's one of the things that I love. But you also have a lot of experience building diverse teams. Talk a little bit about that. You've created some very sophisticated data science solutions. Talk about your recommendation to others to build diverse teams. What's in it for them? And maybe share some data science project or two that you really found inspirational. >> Yeah, absolutely. So I do love building teams. Every time I'm given the task of building teams, I feel the luckiest person in the world because you have the option to pick like different backgrounds and all the diverse set of like people that you can find. I don't think it's easy, like people say, yeah, it's very hard. You have to be intentional. You have to go from the very first part when you are writing the job description through the interview process. So you have to be very intentional in every step. And you have to think through when you are doing that. And I love, like my last team, we had like 10 people and we were so diverse. Like just talking about languages. We had like 15 languages inside a team. So how beautiful it is. Like all different backgrounds, like myself as a statistician, but we had people from engineering background, biology, languages, and so on. So it's, yeah, like every time thinking about building a team, if you wanted your team to be diverse, you need to be intentional. >> I'm so glad you brought up that intention point because that is the fundamental requirement really is to build it with intention. >> Exactly, and I love to hear like how there's different languages. So like I'm assuming, or like different backgrounds, I'm assuming everybody just zig zags their way into the team and now you're all women in data science and I think that's so precious. >> Exactly. And not only woman, right. >> Tracy: Not only woman, you're right. >> The team was diverse not only in terms of like gender, but like background, ethnicity, and spoken languages, and language that they use to program and backgrounds. Like as I mentioned, not everybody did the statistics in school or computer science. And it was like one of my best teams was when we had this combination also like things that I'm good at the other person is not as good and we have this knowledge sharing all the time. Every day I would feel like I'm learning something. In a small talk or if I was reviewing something, there was always something new because of like the richness of the diverse set of people that were in your team. >> Well what you've done is so impressive, because not only have you been intentional with it, but you sound like the hallmark of a great leader of someone who hires and builds teams to fill gaps. They don't have to know less than I do for me to be the leader. They have to have different skills, different areas of expertise. That is really, honestly Gabriela, that's the hallmark of a great leader. And that's not easy to come by. So tell me, who were some of your mentors and sponsors along the way that maybe influenced you in that direction? Or is that just who you are? >> That's a great question. And I joke that I want to be the role model that I never had, right. So growing up, I didn't have anyone that I could see other than my mom probably or my sister. But there was no one that I could see, I want to become that person one day. And once I was tracing my path, I started to see people looking at me and like, you inspire me so much, and I'm like, oh wow, this is amazing and I want to do do this over and over and over again. So I want to be that person to inspire others. And no matter, like I'll be like a VP, CEO, whoever, you know, I want to be, I want to keep inspiring people because that's so valuable. >> Lisa: Oh, that's huge. >> And I feel like when we grow professionally and then go to the next level, we sometimes we lose that, you know, thing that's essential. And I think also like, it's part of who I am as I was building and all my experiences as I was going through, I became what I mentioned is unique person that I think we all are unique somehow. >> You're a rockstar. Isn't she a rockstar? >> You dropping quotes out. >> I'm loving this. I'm like, I've inspired Gabriela. (Gabriela laughing) >> Oh my God. But yeah, 'cause we were asking our other guests about the same question, like, who are your role models? And then we're talking about how like it's very important for women to see that there is a representation, that there is someone they look up to and they want to be. And so that like, it motivates them to stay in this field and to start in this field to begin with. So yeah, I think like you are definitely filling a void and for all these women who dream to be in data science. And I think that's just amazing. >> And you're a founder too. In 2012, you founded R Ladies. Talk a little bit about that. This is present in more than 200 cities in 55 plus countries. Talk about R Ladies and maybe the catalyst to launch it. >> Yes, so you always start, so I'm from Brazil, I always talk about this because it's such, again, I grew up over there. So I was there my whole life and then I moved to here, Silicon Valley. And when I moved to San Francisco, like the doors opened. So many things happening in the city. That was back in 2012. Data science was exploding. And I found out something about Meetup.com, it's a website that you can join and go in all these events. And I was going to this event and I joke that it was kind of like going to the Disneyland, where you don't know if I should go that direction or the other direction. >> Yeah, yeah. >> And I was like, should I go and learn about data visualization? Should I go and learn about SQL or should I go and learn about Hadoop, right? So I would go every day to those meetups. And I was a student back then, so you know, the budget was very restricted as a student. So we don't have much to spend. And then they would serve dinner and you would learn for free. And then I got to a point where I was like, hey, they are doing all of this as a volunteer. Like they are running this meetup and events for free. And I felt like it's a cycle. I need to do something, right. I'm taking all this in. I'm having this huge opportunity to be here. I want to give back. So that's what how everything started. I was like, no, I have to think about something. I need to think about something that I can give back. And I was using R back then and I'm like how about I do something with R. I love R, I'm so passionate about R, what about if I create a community around R but not a regular community, because by going to this events, I felt that as a Latina and as a woman, I was always in the corner and I was not being able to participate and to, you know, be myself and to network and ask questions. I would be in the corner. So I said to myself, what about if I do something where everybody feel included, where everybody can participate, can share, can ask questions without judgment? So that's how R ladies all came together. >> That's awesome. >> Talk about intentions, like you have to, you had that go in mind, but yeah, I wanted to dive a little bit into R. So could you please talk more about where did the passion for R come from, and like how did the special connection between you and R the language, like born, how did that come from? >> It was not a love at first sight. >> No. >> Not at all. Not at all. Because that was back in Brazil. So all the documentation were in English, all the tutorials, only two. We had like very few tutorials. It was not like nowadays that we have so many tutorials and courses. There were like two tutorials, other documentation in English. So it's was hard for me like as someone that didn't know much English to go through the language and then to learn to program was not easy task. But then as I was going through the language and learning and reading books and finding the people behind the language, I don't know how I felt in love. And then when I came to to San Francisco, I saw some of like the main contributors who are speaking in person and I'm like, wow, they are like humans. I don't know, it was like, I have no idea why I had this love. But I think the the people and then the community was the thing that kept me with the R language. >> Yeah, the community factors is so important. And it's so, at WIDS it's so palpable. I mean I literally walk in the door, every WIDS I've done, I think I've been doing them for theCUBE since 2017. theCUBE has been here since the beginning in 2015 with our co-founders. But you walk in, you get this sense of belonging. And this sense of I can do anything, why not? Why not me? Look at her up there, and now look at you speaking in the technical talk today on theCUBE. So inspiring. One of the things that I always think is you can't be what you can't see. We need to be able to see more people that look like you and sound like you and like me and like you as well. And WIDS gives us that opportunity, which is fantastic, but it's also helping to move the needle, really. And I was looking at some of the Anitab.org stats just yesterday about 2022. And they're showing, you know, the percentage of females in technical roles has been hovering around 25% for a while. It's a little higher now. I think it's 27.6 according to any to Anitab. We're seeing more women hired in roles. But what are the challenges, and I would love to get your advice on this, for those that might be in this situation is attrition, women who are leaving roles. What would your advice be to a woman who might be trying to navigate family and work and career ladder to stay in that role and keep pushing forward? >> I'll go back to the community. If you don't have a community around you, it's so hard to navigate. >> That's a great point. >> You are lonely. There is no one that you can bounce ideas off, that you can share what you are feeling or like that you can learn as well. So sometimes you feel like you are the only person that is going through that problem or like, you maybe have a family or you are planning to have a family and you have to make a decision. But you've never seen anyone going through this. So when you have a community, you see people like you, right. So that's where we were saying about having different people and people like you so they can share as well. And you feel like, oh yeah, so they went through this, they succeed. I can also go through this and succeed. So I think the attrition problem is still big problem. And I'm sure will be worse now with everything that is happening in Tech with layoffs. >> Yes and the great resignation. >> Yeah. >> We are going back, you know, a few steps, like a lot of like advancements that we did. I feel like we are going back unfortunately, but I always tell this, make sure that you have a community. Make sure that you have a mentor. Make sure that you have someone or some people, not only one mentor, different mentors, that can support you through this trajectory. Because it's not easy. But there are a lot of us out there. >> There really are. And that's a great point. I love everything about the community. It's all about that network effect and feeling like you belong- >> That's all WIDS is about. >> Yeah. >> Yes. Absolutely. >> Like coming over here, it's like seeing the old friends again. It's like I'm so glad that I'm coming because I'm all my old friends that I only see like maybe once a year. >> Tracy: Reunion. >> Yeah, exactly. And I feel like that our tank get, you know- >> Lisa: Replenished. >> Exactly. For the rest of the year. >> Yes. >> Oh, that's precious. >> I love that. >> I agree with that. I think one of the things that when I say, you know, you can't see, I think, well, how many females in technology would I be able to recognize? And of course you can be female technology working in the healthcare sector or working in finance or manufacturing, but, you know, we need to be able to have more that we can see and identify. And one of the things that I recently found out, I was telling Tracy this earlier that I geeked out about was finding out that the CTO of Open AI, ChatGPT, is a female. I'm like, (gasps) why aren't we talking about this more? She was profiled on Fast Company. I've seen a few pieces on her, Mira Murati. But we're hearing so much about ChatJTP being... ChatGPT, I always get that wrong, about being like, likening it to the launch of the iPhone, which revolutionized mobile and connectivity. And here we have a female in the technical role. Let's put her on a pedestal because that is hugely inspiring. >> Exactly, like let's bring everybody to the front. >> Yes. >> Right. >> And let's have them talk to us because like, you didn't know. I didn't know probably about this, right. You didn't know. Like, we don't know about this. It's kind of like we are hidden. We need to give them the spotlight. Every woman to give the spotlight, so they can keep aspiring the new generation. >> Or Susan Wojcicki who ran, how long does she run YouTube? All the YouTube influencers that probably have no idea who are influential for whatever they're doing on YouTube in different social platforms that don't realize, do you realize there was a female behind the helm that for a long time that turned it into what it is today? That's outstanding. Why aren't we talking about this more? >> How about Megan Smith, was the first CTO on the Obama administration. >> That's right. I knew it had to do with Obama. Couldn't remember. Yes. Let's let's find more pedestals. But organizations like WIDS, your involvement as a speaker, showing more people you can be this because you can see it, >> Yeah, exactly. is the right direction that will help hopefully bring us back to some of the pre-pandemic levels, and keep moving forward because there's so much potential with data science that can impact everyone's lives. I always think, you know, we have this expectation that we have our mobile phone and we can get whatever we want wherever we are in the world and whatever time of day it is. And that's all data driven. The regular average person that's not in tech thinks about data as a, well I'm paying for it. What's all these data charges? But it's powering the world. It's powering those experiences that we all want as consumers or in our business lives or we expect to be able to do a transaction, whether it's something in a CRM system or an Uber transaction like that, and have the app respond, maybe even know me a little bit better than I know myself. And that's all data. So I think we're just at the precipice of the massive impact that data science will make in our lives. And luckily we have leaders like you who can help navigate us along this path. >> Thank you. >> What advice for, last question for you is advice for those in the audience who might be nervous or maybe lack a little bit of confidence to go I really like data science, or I really like engineering, but I don't see a lot of me out there. What would you say to them? >> Especially for people who are from like a non-linear track where like going onto that track. >> Yeah, I would say keep going. Keep going. I don't think it's easy. It's not easy. But keep going because the more you go the more, again, you advance and there are opportunities out there. Sometimes it takes a little bit, but just keep going. Keep going and following your dreams, that you get there, right. So again, data science, such a broad field that doesn't require you to come from a specific background. And I think the beauty of data science exactly is this is like the combination, the most successful data science teams are the teams that have all these different backgrounds. So if you think that we as data scientists, we started programming when we were nine, that's not true, right. You can be 30, 40, shifting careers, starting to program right now. It doesn't matter. Like you get there no matter how old you are. And no matter what's your background. >> There's no limit. >> There was no limits. >> I love that, Gabriela, >> Thank so much. for inspiring. I know you inspired me. I'm pretty sure you probably inspired Tracy with your story. And sometimes like what you just said, you have to be your own mentor and that's okay. Because eventually you're going to turn into a mentor for many, many others and sounds like you're already paving that path and we so appreciate it. You are now officially a CUBE alumni. >> Yes. Thank you. >> Yay. We've loved having you. Thank you so much for your time. >> Thank you. Thank you. >> For our guest and for Tracy's Yuan, this is Lisa Martin. We are live at WIDS 23, the eighth annual Women in Data Science Conference at Stanford. Stick around. Our next guest joins us in just a few minutes. (upbeat music)

Published Date : Mar 8 2023

SUMMARY :

but you know, 'cause you've been watching. I'm so excited to be talking to you. Like a dream come true. So you have a ton of is that you can move across domains. But you also have a lot of like people that you can find. because that is the Exactly, and I love to hear And not only woman, right. that I'm good at the other Or is that just who you are? And I joke that I want And I feel like when You're a rockstar. I'm loving this. So yeah, I think like you the catalyst to launch it. And I was going to this event And I was like, and like how did the special I saw some of like the main more people that look like you If you don't have a community around you, There is no one that you Make sure that you have a mentor. and feeling like you belong- it's like seeing the old friends again. And I feel like that For the rest of the year. And of course you can be everybody to the front. you didn't know. do you realize there was on the Obama administration. because you can see it, I always think, you know, What would you say to them? are from like a non-linear track that doesn't require you to I know you inspired me. you so much for your time. Thank you. the eighth annual Women

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Shir Meir Lador, Intuit | WiDS 2023


 

(gentle upbeat music) >> Hey, friends of theCUBE. It's Lisa Martin live at Stanford University covering the Eighth Annual Women In Data Science. But you've been a Cube fan for a long time. So you know that we've been here since the beginning of WiDS, which is 2015. We always loved to come and cover this event. We learned great things about data science, about women leaders, underrepresented minorities. And this year we have a special component. We've got two grad students from Stanford's Master's program and Data Journalism joining. One of my them is here with me, Hannah Freitag, my co-host. Great to have you. And we are pleased to welcome from Intuit for the first time, Shir Meir Lador Group Manager at Data Science. Shir, it's great to have you. Thank you for joining us. >> Thank you for having me. >> And I was just secrets girl talking with my boss of theCUBE who informed me that you're in great company. Intuit's Chief Technology Officer, Marianna Tessel is an alumni of theCUBE. She was on at our Supercloud event in January. So welcome back into it. >> Thank you very much. We're happy to be with you. >> Tell us a little bit about what you're doing. You're a data science group manager as I mentioned, but also you've had you've done some cool things I want to share with the audience. You're the co-founder of the PyData Tel Aviv Meetups the co-host of the unsupervised podcast about data science in Israel. You give talks, about machine learning, about data science. Tell us a little bit about your background. Were you always interested in STEM studies from the time you were small? >> So I was always interested in mathematics when I was small, I went to this special program for youth going to university. So I did my test in mathematics earlier and studied in university some courses. And that's when I understood I want to do something in that field. And then when I got to go to university, I went to electrical engineering when I found out about algorithms and how interested it is to be able to find solutions to problems, to difficult problems with math. And this is how I found my way into machine learning. >> Very cool. There's so much, we love talking about machine learning and AI on theCUBE. There's so much potential. Of course, we have to have data. One of the things that I love about WiDS and Hannah and I and our co-host Tracy, have been talking about this all day is the impact of data in everyone's life. If you break it down, I was at Mobile World Congress last week, all about connectivity telecom, and of course we have these expectation that we're going to be connected 24/7 from wherever we are in the world and we can do whatever we want. I can do an Uber transaction, I can watch Netflix, I can do a bank transaction. It all is powered by data. And data science is, some of the great applications of it is what it's being applied to. Things like climate change or police violence or health inequities. Talk about some of the data science projects that you're working on at Intuit. I'm an intuit user myself, but talk to me about some of those things. Give the audience really a feel for what you're doing. >> So if you are a Intuit product user, you probably use TurboTax. >> I do >> In the past. So for those who are not familiar, TurboTax help customers submit their taxes. Basically my group is in charge of getting all the information automatically from your documents, the documents that you upload to TurboTax. We extract that information to accelerate your tax submission to make it less work for our customers. So- >> Thank you. >> Yeah, and this is why I'm so proud to be working at this team because our focus is really to help our customers to simplify all the you know, financial heavy lifting with taxes and also with small businesses. We also do a lot of work in extracting information from small business documents like bill, receipts, different bank statements. Yeah, so this is really exciting for me, the opportunity to work to apply data science and machine learning to solution that actually help people. Yeah >> Yeah, in the past years there have been more and more digital products emerging that needs some sort of data security. And how did your team, or has your team developed in the past years with more and more products or companies offering digital services? >> Yeah, so can you clarify the question again? Sorry. >> Yeah, have you seen that you have more customers? Like has your team expanded in the past years with more digital companies starting that need kind of data security? >> Well, definitely. I think, you know, since I joined Intuit, I joined like five and a half years ago back when I was in Tel Aviv. I recently moved to the Bay Area. So when I joined, there were like a dozens of data scientists and machine learning engineers on Intuit. And now there are a few hundreds. So we've definitely grown with the year and there are so many new places we can apply machine learning to help our customers. So this is amazing, so much we can do with machine learning to get more money in the pocket of our customers and make them do less work. >> I like both of those. More money in my pocket and less work. That's awesome. >> Exactly. >> So keep going Intuit. But one of the things that is so cool is just the the abstraction of the complexity that Intuit's doing. I upload documents or it scans my receipts. I was just in Barcelona last week all these receipts and conversion euros to dollars and it takes that complexity away from the end user who doesn't know all that's going on in the background, but you're making people's lives simpler. Unfortunately, we all have to pay taxes, most of us should. And of course we're in tax season right now. And so it's really cool what you're doing with ML and data science to make fundamental processes to people's lives easier and just a little bit less complicated. >> Definitely. And I think that's what's also really amazing about Intuit it, is how it combines human in the loop as well as AI. Because in some of the tax situation it's very complicated maybe to do it yourself. And then there's an option to work with an expert online that goes on a video with you and helps you do your taxes. And the expert's work is also accelerated by AI because we build tools for those experts to do the work more efficiently. >> And that's what it's all about is you know, using data to be more efficient, to be faster, to be smarter, but also to make complicated processes in our daily lives, in our business lives just a little bit easier. One of the things I've been geeking out about recently is ChatGPT. I was using it yesterday. I was telling everyone I was asking it what's hot in data science and I didn't know would it know what hot is and it did, it gave me trends. But one of the things that I was so, and Hannah knows I've been telling this all day, I was so excited to learn over the weekend that the the CTO of OpenAI is a female. I didn't know that. And I thought why are we not putting her on a pedestal? Because people are likening ChatGPT to like the launch of the iPhone. I mean revolutionary. And here we have what I think is exciting for all of us females, whether you're in tech or not, is another role model. Because really ultimately what WiDS is great at doing is showcasing women in technical roles. Because I always say you can't be what you can't see. We need to be able to see more role models, female role role models, underrepresented minorities of course men, because a lot of my sponsors and mentors are men, but we need more women that we can look up to and see ah, she's doing this, why can't I? Talk to me about how you stay the course in data science. What excites you about the potential, the opportunities based on what you've already accomplished what inspires you to continue and be one of those females that we say oh my God, I could be like Shir. >> I think that what inspires me the most is the endless opportunities that we have. I think we haven't even started tapping into everything that we can do with generative AI, for example. There's so much that can be done to further help you know, people make more money and do less work because there's still so much work that we do that we don't need to. You know, this is with Intuit, but also there are so many other use cases like I heard today you know, with the talk about the police. So that was really exciting how you can apply machine learning and data to actually help people, to help people that been through wrongful things. So I was really moved by that. And I'm also really excited about all the medical applications that we can have with data. >> Yeah, yeah. It's true that data science is so diverse in terms of what fields it can cover but it's equally important to have diverse teams and have like equity and inclusion in your teams. Where is Intuit at promoting women, non-binary minorities in your teams to progress data science? >> Yeah, so I have so much to say on this. >> Good. >> But in my work in Tel Aviv, I had the opportunity to start with Intuit women in data science branch in Tel Aviv. So that's why I'm super excited to be here today for that because basically this is the original conference, but as you know, there are branches all over the world and I got the opportunity to lead the Tel Aviv branch with Israel since 2018. And we've been through already this year it's going to be it's next week, it's going to be the sixth conference. And every year our number of submission to make talk in the conference doubled itself. >> Nice. >> We started with 20 submission, then 50, then 100. This year we have over 200 submissions of females to give talk at the conference. >> Ah, that's fantastic. >> And beyond the fact that there's so much traction, I also feel the great impact it has on the community in Israel because one of the reason we started WiDS was that when I was going to conferences I was seeing so little women on stage in all the technical conferences. You know, kind of the reason why I guess you know, Margaret and team started the WiDS conference. So I saw the same thing in Israel and I was always frustrated. I was organizing PyData Meetups as you mentioned and I was always having such a hard time to get female speakers to talk. I was trying to role model, but that's not enough, you know. We need more. So once we started WiDS and people saw you know, so many examples on the stage and also you know females got opportunity to talk in a place for that. Then it also started spreading and you can see more and more female speakers across other conferences, which are not women in data science. So I think just the fact that Intuits started this conference back in Israel and also in Bangalore and also the support Intuit does for WiDS in Stanford here, it shows how much WiDS values are aligned with our values. Yeah, and I think that to chauffeur that I think we have over 35% females in the data science and machine learning engineering roles, which is pretty amazing I think compared to the industry. >> Way above average. Yeah, absolutely. I was just, we've been talking about some of the AnitaB.org stats from 2022 showing that 'cause usually if we look at the industry to you point, over the last, I don't know, probably five, 10 years we're seeing the number of female technologists around like a quarter, 25% or so. 2022 data from AnitaB.org showed that that number is now 27.6%. So it's very slowly- >> It's very slowly increasing. >> Going in the right direction. >> Too slow. >> And that representation of women technologists increase at every level, except intern, which I thought was really interesting. And I wonder is there a covid relation there? >> I don't know. >> What do we need to do to start opening up the the top of the pipeline, the funnel to go downstream to find kids like you when you were younger and always interested in engineering and things like that. But the good news is that the hiring we've seen improvements, but it sounds like Intuit is way ahead of the curve there with 35% women in data science or technical roles. And what's always nice and refreshing that we've talked, Hannah about this too is seeing companies actually put action into initiatives. It's one thing for a company to say we're going to have you know, 50% females in our organization by 2030. It's a whole other ball game to actually create a strategy, execute on it, and share progress. So kudos to Intuit for what it's doing because that is more companies need to adopt that same sort of philosophy. And that's really cultural. >> Yeah. >> At an organization and culture can be hard to change, but it sounds like you guys kind of have it dialed in. >> I think we definitely do. That's why I really like working and Intuit. And I think that a lot of it is with the role modeling, diversity and inclusion, and by having women leaders. When you see a woman in leadership position, as a woman it makes you want to come work at this place. And as an evidence, when I build the team I started in Israel at Intuit, I have over 50% women in my team. >> Nice. >> Yeah, because when you have a woman in the interviewers panel, it's much easier, it's more inclusive. That's why we always try to have at least you know, one woman and also other minorities represented in our interviews panel. Yeah, and I think that in general it's very important as a leader to kind of know your own biases and trying to have defined standard and rubrics in how you evaluate people to avoid for those biases. So all of that inclusiveness and leadership really helps to get more diversity in your teams. >> It's critical. That thought diversity is so critical, especially if we talk about AI and we're almost out of time, I just wanted to bring up, you brought up a great point about the diversity and equity. With respect to data science and AI, we know in AI there's biases in data. We need to have more inclusivity, more representation to help start shifting that so the biases start to be dialed down and I think a conference like WiDS and it sounds like someone like you and what you've already done so far in the work that you're doing having so many females raise their hands to want to do talks at events is a good situation. It's a good scenario and hopefully it will continue to move the needle on the percentage of females in technical roles. So we thank you Shir for your time sharing with us your story, what you're doing, how Intuit and WiDS are working together. It sounds like there's great alignment there and I think we're at the tip of the iceberg with what we can do with data science and inclusion and equity. So we appreciate all of your insights and your time. >> Thank you very much. >> All right. >> I enjoyed very, very much >> Good. We hope, we aim to please. Thank you for our guests and for Hannah Freitag. This is Lisa Martin coming to you live from Stanford University. This is our coverage of the eighth Annual Women in Data Science Conference. Stick around, next guest will be here in just a minute.

Published Date : Mar 8 2023

SUMMARY :

Shir, it's great to have you. And I was just secrets girl talking We're happy to be with you. from the time you were small? and how interested it is to be able and of course we have these expectation So if you are a Intuit product user, the documents that you upload to TurboTax. the opportunity to work Yeah, in the past years Yeah, so can you I recently moved to the Bay Area. I like both of those. and data science to make and helps you do your taxes. Talk to me about how you stay done to further help you know, to have diverse teams I had the opportunity to start of females to give talk at the conference. Yeah, and I think that to chauffeur that the industry to you point, And I wonder is there the funnel to go downstream but it sounds like you guys I build the team I started to have at least you know, so the biases start to be dialed down This is Lisa Martin coming to you live

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Rhonda Crate, Boeing | WiDS 2023


 

(gentle music) >> Hey! Welcome back to theCUBE's coverage of WiDS 2023, the eighth Annual Women In Data Science Conference. I'm your host, Lisa Martin. We are at Stanford University, as you know we are every year, having some wonderful conversations with some very inspiring women and men in data science and technical roles. I'm very pleased to introduce Tracy Zhang, my co-host, who is in the Data Journalism program at Stanford. And Tracy and I are pleased to welcome our next guest, Rhonda Crate, Principal Data Scientist at Boeing. Great to have you on the program, Rhonda. >> Tracy: Welcome. >> Hey, thanks for having me. >> Were you always interested in data science or STEM from the time you were young? >> No, actually. I was always interested in archeology and anthropology. >> That's right, we were talking about that, anthropology. Interesting. >> We saw the anthropology background, not even a bachelor's degree, but also a master's degree in anthropology. >> So you were committed for a while. >> I was, I was. I actually started college as a fine arts major, but I always wanted to be an archeologist. So at the last minute, 11 credits in, left to switch to anthropology. And then when I did my master's, I focused a little bit more on quantitative research methods and then I got my Stat Degree. >> Interesting. Talk about some of the data science projects that you're working on. When I think of Boeing, I always think of aircraft. But you are doing a lot of really cool things in IT, data analytics. Talk about some of those intriguing data science projects that you're working on. >> Yeah. So when I first started at Boeing, I worked in information technology and data analytics. And Boeing, at the time, had cored up data science in there. And so we worked as a function across the enterprise working on anything from shared services to user experience in IT products, to airplane programs. So, it has a wide range. I worked on environment health and safety projects for a long time as well. So looking at ergonomics and how people actually put parts onto airplanes, along with things like scheduling and production line, part failures, software testing. Yeah, there's a wide spectrum of things. >> But I think that's so fantastic. We've been talking, Tracy, today about just what we often see at WiDS, which is this breadth of diversity in people's background. You talked about anthropology, archeology, you're doing data science. But also all of the different opportunities that you've had at Boeing. To see so many facets of that organization. I always think that breadth of thought diversity can be hugely impactful. >> Yeah. So I will say my anthropology degree has actually worked to my benefit. I'm a huge proponent of integrating liberal arts and sciences together. And it actually helps me. I'm in the Technical Fellowship program at Boeing, so we have different career paths. So you can go into management, you can be a regular employee, or you can go into the Fellowship program. So right now I'm an Associate Technical Fellow. And part of how I got into the Fellowship program was that diversity in my background, what made me different, what made me stand out on projects. Even applying a human aspect to things like ergonomics, as silly as that sounds, but how does a person actually interact in the space along with, here are the actual measurements coming off of whatever system it is that you're working on. So, I think there's a lot of opportunities, especially in safety as well, which is a big initiative for Boeing right now, as you can imagine. >> Tracy: Yeah, definitely. >> I can't go into too specifics. >> No, 'cause we were like, I think a theme for today that kind of we brought up in in all of our talk is how data is about people, how data is about how people understand the world and how these data can make impact on people's lives. So yeah, I think it's great that you brought this up, and I'm very happy that your anthropology background can tap into that and help in your day-to-day data work too. >> Yeah. And currently, right now, I actually switched over to Strategic Workforce Planning. So it's more how we understand our workforce, how we work towards retaining the talent, how do we get the right talent in our space, and making sure overall that we offer a culture and work environment that is great for our employees to come to. >> That culture is so important. You know, I was looking at some anitab.org stats from 2022 and you know, we always talk about the number of women in technical roles. For a long time it's been hovering around that 25% range. The data from anitab.org showed from '22, it's now 27.6%. So, a little increase. But one of the biggest challenges still, and Tracy and I and our other co-host, Hannah, have been talking about this, is attrition. Attrition more than doubled last year. What are some of the things that Boeing is doing on the retention side, because that is so important especially as, you know, there's this pipeline leakage of women leaving technical roles. Tell us about what Boeing's, how they're invested. >> Yeah, sure. We actually have a publicly available Global Diversity Report that anybody can go and look at and see our statistics for our organization. Right now, off the top of my head, I think we're hovering at about 24% in the US for women in our company. It has been a male majority company for many years. We've invested heavily in increasing the number of women in roles. One interesting thing about this year that came out is that even though with the great resignation and those types of things, the attrition level between men and women were actually pretty close to being equal, which is like the first time in our history. Usually it tends on more women leaving. >> Lisa: That's a good sign. >> Right. >> Yes, that's a good sign. >> And we've actually focused on hiring and bringing in more women and diversity in our company. >> Yeah, some of the stats too from anitab.org talked about the increase, and I have to scroll back and find my notes, the increase in 51% more women being hired in 2022 than 2021 for technical roles. So the data, pun intended, is showing us. I mean, the data is there to show the impact that having females in executive leadership positions make from a revenue perspective. >> Tracy: Definitely. >> Companies are more profitable when there's women at the head, or at least in senior leadership roles. But we're seeing some positive trends, especially in terms of representation of women technologists. One of the things though that I found interesting, and I'm curious to get your thoughts on this, Rhonda, is that the representation of women technologists is growing in all areas, except interns. >> Rhonda: Hmm. >> So I think, we've got to go downstream. You teach, I have to go back to my notes on you, did my due diligence, R programming classes through Boeings Ed Wells program, this is for WSU College of Arts and Sciences, talk about what you teach and how do you think that intern kind of glut could be solved? >> Yeah. So, they're actually two separate programs. So I teach a data analytics course at Washington State University as an Adjunct Professor. And then the Ed Wells program is a SPEEA, which is an Aerospace Union, focused on bringing up more technology and skills to the actual workforce itself. So it's kind of a couple different audiences. One is more seasoned employees, right? The other one is our undergraduates. I teach a Capstone class, so it's a great way to introduce students to what it's actually like to work on an industry project. We partner with Google and Microsoft and Boeing on those. The idea is also that maybe those companies have openings for the students when they're done. Since it's Senior Capstone, there's not a lot of opportunities for internships. But the opportunities to actually get hired increase a little bit. In regards to Boeing, we've actually invested a lot in hiring more women interns. I think the number was 40%, but you'd have to double check. >> Lisa: That's great, that's fantastic. >> Tracy: That's way above average, I think. >> That's a good point. Yeah, it is above average. >> Double check on that. That's all from my memory. >> Is this your first WiDS, or have you been before? >> I did virtually last year. >> Okay. One of the things that I love, I love covering this event every year. theCUBE's been covering it since it's inception in 2015. But it's just the inspiration, the vibe here at Stanford is so positive. WiDS is a movement. It's not an initiative, an organization. There are going to be, I think annually this year, there will be 200 different events. Obviously today we're live on International Women's Day. 60 plus countries, 100,000 plus people involved. So, this is such a positive environment for women and men, because we need everybody, underrepresented minorities, to be able to understand the implication that data has across our lives. If we think about stripping away titles in industries, everybody is a consumer, not everybody, most of mobile devices. And we have this expectation, I was in Barcelona last week at a Mobile World Congress, we have this expectation that we're going to be connected 24/7. I can get whatever I want wherever I am in the world, and that's all data driven. And the average person that isn't involved in data science wouldn't understand that. At the same time, they have expectations that depend on organizations like Boeing being data driven so that they can get that experience that they expect in their consumer lives in any aspect of their lives. And that's one of the things I find so interesting and inspiring about data science. What are some of the things that keep you motivated to continue pursuing this? >> Yeah I will say along those lines, I think it's great to invest in K-12 programs for Data Literacy. I know one of my mentors and directors of the Data Analytics program, Dr. Nairanjana Dasgupta, we're really familiar with each other. So, she runs a WSU program for K-12 Data Literacy. It's also something that we strive for at Boeing, and we have an internal Data Literacy program because, believe it or not, most people are in business. And there's a lot of disconnect between interpreting and understanding data. For me, what kind of drives me to continue data science is that connection between people and data and how we use it to improve our world, which is partly why I work at Boeing too 'cause I feel that they produce products that people need like satellites and airplanes, >> Absolutely. >> and everything. >> Well, it's tangible, it's relatable. We can understand it. Can you do me a quick favor and define data literacy for anyone that might not understand what that means? >> Yeah, so it's just being able to understand elements of data, whether that's a bar chart or even in a sentence, like how to read a statistic and interpret a statistic in a sentence, for example. >> Very cool. >> Yeah. And sounds like Boeing's doing a great job in these programs, and also trying to hire more women. So yeah, I wanted to ask, do you think there's something that Boeing needs to work on? Or where do you see yourself working on say the next five years? >> Yeah, I think as a company, we always think that there's always room for improvement. >> It never, never stops. >> Tracy: Definitely. (laughs) >> I know workforce strategy is an area that they're currently really heavily investing in, along with safety. How do we build safer products for people? How do we help inform the public about things like Covid transmission in airports? For example, we had the Confident Traveler Initiative which was a big push that we had, and we had to be able to inform people about data models around Covid, right? So yeah, I would say our future is more about an investment in our people and in our culture from my perspective >> That's so important. One of the hardest things to change especially for a legacy organization like Boeing, is culture. You know, when I talk with CEO's or CIO's or COO's about what's your company's vision, what's your strategy? Especially those companies that are on that digital journey that have no choice these days. Everybody expects to have a digital experience, whether you're transacting an an Uber ride, you're buying groceries, or you're traveling by air. That culture sounds like Boeing is really focused on that. And that's impressive because that's one of the hardest things to morph and mold, but it's so essential. You know, as we look around the room here at WiDS it's obviously mostly females, but we're talking about women, underrepresented minorities. We're talking about men as well who are mentors and sponsors to us. I'd love to get your advice to your younger self. What would you tell yourself in terms of where you are now to become a leader in the technology field? >> Yeah, I mean, it's kind of an interesting question because I always try to think, live with no regrets to an extent. >> Lisa: I like that. >> But, there's lots of failures along the way. (Tracy laughing) I don't know if I would tell myself anything different because honestly, if I did, I wouldn't be where I am. >> Lisa: Good for you. >> I started out in fine arts, and I didn't end up there. >> That's good. >> Such a good point, yeah. >> We've been talking about that and I find that a lot at events like WiDS, is women have these zigzaggy patterns. I studied biology, I have a master's in molecular biology, I'm in media and marketing. We talked about transportable skills. There's a case I made many years ago when I got into tech about, well in science you learn the art of interpreting esoteric data and creating a story from it. And that's a transportable skill. But I always say, you mentioned failure, I always say failure is not a bad F word. It allows us to kind of zig and zag and learn along the way. And I think that really fosters thought diversity. And in data science, that is one of the things we absolutely need to have is that diversity and thought. You know, we talk about AI models being biased, we need the data and we need the diverse brains to help ensure that the biases are identified, extracted, and removed. Speaking of AI, I've been geeking out with ChatGPT. So, I'm on it yesterday and I ask it, "What's hot in data science?" And I was like, is it going to get that? What's hot? And it did it, it came back with trends. I think if I ask anything, "What's hot?", I should be to Paris Hilton, but I didn't. And so I was geeking out. One of the things I learned recently that I thought was so super cool is the CTO of OpenAI is a woman, Mira Murati, which I didn't know until over the weekend. Because I always think if I had to name top females in tech, who would they be? And I always default to Sheryl Sandberg, Carly Fiorina, Susan Wojcicki running YouTube. Who are some of the people in your history, in your current, that are really inspiring to you? Men, women, indifferent. >> Sure. I think Boeing is one of the companies where you actually do see a lot of women in leadership roles. I think we're one of the top companies with a number of women executives, actually. Susan Doniz, who's our Chief Information Officer, I believe she's actually slotted to speak at a WiDS event come fall. >> Lisa: Cool. >> So that will be exciting. Susan's actually relatively newer to Boeing in some ways. A Boeing time skill is like three years is still kind of new. (laughs) But she's been around for a while and she's done a lot of inspiring things, I think, for women in the organization. She does a lot with Latino communities and things like that as well. For me personally, you know, when I started at Boeing Ahmad Yaghoobi was one of my mentors and my Technical Lead. He came from Iran during a lot of hard times in the 1980s. His brother actually wrote a memoir, (laughs) which is just a fun, interesting fact. >> Tracy: Oh my God! >> Lisa: Wow! >> And so, I kind of gravitate to people that I can learn from that's not in my sphere, that might make me uncomfortable. >> And you probably don't even think about how many people you're influencing along the way. >> No. >> We just keep going and learning from our mentors and probably lose sight of, "I wonder how many people actually admire me?" And I'm sure there are many that admire you, Rhonda, for what you've done, going from anthropology to archeology. You mentioned before we went live you were really interested in photography. Keep going and really gathering all that breadth 'cause it's only making you more inspiring to people like us. >> Exactly. >> We thank you so much for joining us on the program and sharing a little bit about you and what brought you to WiDS. Thank you so much, Rhonda. >> Yeah, thank you. >> Tracy: Thank you so much for being here. >> Lisa: Yeah. >> Alright. >> For our guests, and for Tracy Zhang, this is Lisa Martin live at Stanford University covering the eighth Annual Women In Data Science Conference. Stick around. Next guest will be here in just a second. (gentle music)

Published Date : Mar 8 2023

SUMMARY :

Great to have you on the program, Rhonda. I was always interested in That's right, we were talking We saw the anthropology background, So at the last minute, 11 credits in, Talk about some of the And Boeing, at the time, had But also all of the I'm in the Technical that you brought this up, and making sure overall that we offer about the number of women at about 24% in the US more women and diversity in our company. I mean, the data is is that the representation and how do you think for the students when they're done. Lisa: That's great, Tracy: That's That's a good point. That's all from my memory. One of the things that I love, I think it's great to for anyone that might not being able to understand that Boeing needs to work on? we always think that there's Tracy: Definitely. the public about things One of the hardest things to change I always try to think, live along the way. I started out in fine arts, And I always default to Sheryl I believe she's actually slotted to speak So that will be exciting. to people that I can learn And you probably don't even think about from anthropology to archeology. and what brought you to WiDS. Tracy: Thank you so covering the eighth Annual Women

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Myriam Fayad & Alexandre Lapene, TotalEnergies | WiDS 2023


 

(upbeat music) >> Hey, girls and guys. Welcome back to theCUBE. We are live at Stanford University, covering the 8th Annual Women in Data Science Conference. One of my favorite events. Lisa Martin here. Got a couple of guests from Total Energies. We're going to be talking all things data science, and I think you're going to find this pretty interesting and inspirational. Please welcome Alexandre Lapene, Tech Advisor Data Science at Total Energy. It's great to have you. >> Thank you. >> And Myriam Fayad is here as well, product and value manager at Total Energies. Great to have you guys on theCUBE today. Thank you for your time. >> Thank you for - >> Thank you for receiving us. >> Give the audience, Alexandre, we'll start with you, a little bit about Total Energies, so they understand the industry, and what it is that you guys are doing. >> Yeah, sure, sure. So Total Energies, is a former Total, so we changed name two years ago. So we are a multi-energy company now, working over 130 countries in the world, and more than 100,000 employees. >> Lisa: Oh, wow, big ... >> So we're a quite big company, and if you look at our new logo, you will see there are like seven colors. That's the seven energy that we basically that our business. So you will see the red for the oil, the blue for the gas, because we still have, I mean, a lot of oil and gas, but you will see other color, like blue for hydrogen. >> Lisa: Okay. >> Green for gas, for biogas. >> Lisa: Yeah. >> And a lot of other solar and wind. So we're definitely multi-energy company now. >> Excellent, and you're both from Paris? I'm jealous, I was supposed to go. I'm not going to be there next month. Myriam, talk a little bit about yourself. I'd love to know a little bit about your role. You're also a WiDS ambassador this year. >> Myriam: Yes. >> Lisa: Which is outstanding, but give us a little bit of your background. >> Yes, so today I'm a product manager at the Total Energies' Digital Factory. And at the Digital Factory, our role is to develop digital solutions for all of the businesses of Total Energies. And as a background, I did engineering school. So, and before that I, I would say, I wasn't really aware of, I had never asked myself if being a woman could stop me from being, from doing what I want to do in the professional career. But when I started my engineering school, I started seeing that women are becoming, I would say, increasingly rare in the environment >> Lisa: Yes. >> that, where I was evolving. >> Lisa: Yes. >> So that's why I was, I started to think about, about such initiatives. And then when I started working in the tech field, that conferred me that women are really rare in the tech field and data science field. So, and at Total Energies, I met ambassadors of, of the WiDS initiatives. And that's how I, I decided to be a WiDS Ambassador, too. So our role is to organize events locally in the countries where we work to raise awareness about the importance of having women in the tech and data fields. And also to talk about the WiDS initiative more globally. >> One of my favorite things about WiDS is it's this global movement, it started back in 2015. theCUBE has been covering it since then. I think I've been covering it for theCUBE since 2017. It's always a great day full of really positive messages. One of the things that we talk a lot about when we're focusing on the Q1 Women in Tech, or women in technical roles is you can't be what you can't see. We need to be able to see these role models, but also it, we're not just talking about women, we're talking about underrepresented minorities, we're talking about men like you, Alexander. Talk to us a little bit about what your thoughts are about being at a Women and Data Science Conference and your sponsorship, I'm sure, of many women in Total, and other industries that appreciate having you as a guide. >> Yeah, yeah, sure. First I'm very happy because I'm back to Stanford. So I did my PhD, postdoc, sorry, with Margot, I mean, back in 20, in 2010, so like last decade. >> Lisa: Yeah, yep. >> I'm a film mechanics person, so I didn't start as data scientist, but yeah, WiDS is always, I mean, this great event as you describe it, I mean, to see, I mean it's growing every year. I mean, it's fantastic. And it's very, I mean, I mean, it's always also good as a man, I mean, to, to be in the, in the situation of most of the women in data science conferences. And when Margo, she asked at the beginning of the conference, "Okay, how many men do we have? Okay, can you stand up?" >> Lisa: Yes. I saw that >> It was very interesting because - >> Lisa: I could count on one hand. >> What, like 10 or ... >> Lisa: Yeah. >> Maximum. >> Lisa: Yeah. >> And, and I mean, you feel that, I mean, I mean you could feel what what it is to to be a woman in the field and - >> Lisa: Absolutely. >> Alexandre: That's ... >> And you, sounds like you experienced it. I experienced the same thing. But one of the things that fascinates me about data science is all of the different real world problems it's helping to solve. Like, I keep saying this, we're, we're in California, I'm a native Californian, and we've been in an extreme drought for years. Well, we're getting a ton of rain and snow this year. Climate change. >> Guests: Yeah. We're not used to driving in the rain. We are not very good at it either. But the, just thinking about data science as a facilitator of its understanding climate change better; to be able to make better decisions, predictions, drive better outcomes, or things like, police violence or healthcare inequities. I think the power of data science to help unlock a lot of the unknown is so great. And, and we need that thought diversity. Miriam, you're talking about being in engineering. Talk to me a little bit about what projects interest you with respect to data science, and how you are involved in really creating more diversity and thought. >> Hmm. In fact, at Total Energies in addition to being an energy company we're also a data company in the sense that we produce a lot of data in our activities. For example with the sensors on the fuel on the platforms. >> Lisa: Yes. >> Or on the wind turbines, solar panels and even data related to our clients. So what, what is really exciting about being, working in the data science field at Total Energies is that we really feel the impact of of the project that we're working on. And we really work with the business to understand their problems. >> Lisa: Yeah. >> Or their issues and try to translate it to a technical problem and to solve it with the data that we have. So that's really exciting, to feel the impact of the projects we're working on. So, to take an example, maybe, we know that one of the challenges of the energy transition is the storage of of energy coming from renewable power. >> Yes. >> So I'm working currently on a project to improve the process of creating larger batteries that will help store this energy, by collecting the data, and helping the business to improve the process of creating these batteries. To make it more reliable, and with a better quality. So this is a really interesting project we're working on. >> Amazing, amazing project. And, you know, it's, it's fun I think to think of all of the different people, communities, countries, that are impacted by what you're doing. Everyone, everyone knows about data. Sometimes we think about it as we're paying we're always paying for a lot of data on our phone or "data rates may apply" but we may not be thinking about all of the real world impact that data science is making in our lives. We have this expectation in our personal lives that we're connected 24/7. >> Myriam: Yeah. >> I can get whatever I want from my phone wherever I am in the world. And that's all data driven. And we expect that if I'm dealing with Total Energies, or a retailer, or a car dealer that they're going to have the data, the data to have a personal conversation, conversation with me. We have this expectation. I don't think a lot of people that aren't in data science or technology really realize the impact of data all around their lives. Alexander, talk about some of the interesting data science projects that you're working on. >> There's one that I'm working right now, so I stake advisor. I mean, I'm not the one directly working on it. >> Lisa: Okay. >> But we have, you know, we, we are from the digital factory where we, we make digital products. >> Lisa: Okay. >> And we have different squads. I mean, it's a group of different people with different skills. And one of, one of the, this squad, they're, they're working on the on, on the project that is about safety. We have a lot of site, work site on over the world where we deploy solar panels on on parkings, on, on buildings everywhere. >> Lisa: Okay. Yeah. >> And there's, I mean, a huge, I mean, but I mean, we, we have a lot of, of worker and in term of safety we want to make sure that the, they work safely and, and we want to prevent accidents. So what we, what we do is we, we develop some computer vision approach to help them at improving, you know, the, the, the way they work. I mean the, the basic things is, is detecting, detecting some equipment like the, the the mean the, the vest and so on. But we, we, we, we are working, we're working to really extend that to more concrete recommendation. And that's one a very exciting project. >> Lisa: Yeah. >> Because it's very concrete. >> Yeah. >> And also, I, I'm coming from the R&D of the company and that's one, that's one of this project that started in R&D and is now into the Digital Factory. And it will become a real product deployed over the world on, on our assets. So that's very great. >> The influence and the impact that data can have on every business always is something that, we could talk about that for a very long time. >> Yeah. >> But one of the things I want to address is there, I'm not sure if you're familiar with AnitaB.org the Grace Hopper Institute? It's here in the States and they do this great event every year. It's very pro-women in technology and technical roles. They do a lot of, of survey of, of studies. So they have data demonstrating where are we with respect to women in technical roles. And we've been talking about it for years. It's been, for a while hovering around 25% of technical roles are held by women. I noticed in the AnitaB.org research findings from 2022, It's up to 27.6% I believe. So we're seeing those numbers slowly go up. But one of the things that's a challenge is attrition; of women getting in the roles and then leaving. Miryam, as a woman in, in technology. What inspires you to continue doing what you're doing and to elevate your career in data science? >> What motivates me, is that data science, we really have to look at it as a mean to solve a problem and not a, a fine, a goal in itself. So the fact that we can apply data science to so many fields and so many different projects. So here, for example we took examples of more industrial, maybe, applications. But for example, recently I worked on, on a study, on a data science study to understand what to, to analyze Google reviews of our clients on the service stations and to see what are the the topics that, that are really important to them. So we really have a, a large range of topics, and a diversity of topics that are really interesting, so. >> And that's so important, the diversity of topics alone. There's, I think we're just scratching the surface. We're just at the very beginning of what data science can empower for our daily lives. For businesses, small businesses, large businesses. I'd love to get your perspective as our only male on the show today, Alexandre, you have that elite title. The theme of International Women's Day this year which is today, March 8th, is "Embrace equity." >> Alexandre: Yes. >> Lisa: What is that, when you hear that theme as as a male in technology, as a male in the, in a role where you can actually elevate women and really bring in that thought diversity, what is embracing equity, what does it look like to you? >> To me, it, it's really, I mean, because we, we always talk about how we can, you know, I mean improve, but actually we are fixing a problem, an issue. I mean, it's such a reality. I mean, and the, the reality and and I mean, and force in, in the company. And that's, I think in Total Energy, we, we still have, I mean things, I mean, we, we haven't reached our objective but we're working hard and especially at the Digital Factory to, to, to improve on that. And for example, we have 40% of our women in tech. >> Lisa: 40? >> 40% of our tech people that are women. >> Lisa: Wow, that's fantastic! >> Yeah. That's, that's ... >> You're way ahead of, of the global average. >> Alexandre: Yeah. Yeah. >> That outstanding. >> We're quite proud of that. >> You should be. >> But we, we still, we still know that we, we have at least 10% >> Lisa: Yes. because it's not 50. The target is, the target is to 50 or more. And, and, but I want to insist on the fact that we have, we are correcting an issue. We are fixing an issue. We're not trying to improve something. I mean, that, that's important to have that in mind. >> Lisa: It is. Absolutely. >> Yeah. >> Miryam, I'd love to get your advice to your younger self, before you studied engineering. Obviously you had an interest when you were younger. What advice would you give to young Miriam now, looking back at what you've accomplished and being one of our female, visible females, in a technical role? What do you, what would you say to your younger self? >> Maybe I would say to continue as I started. So as I was saying at the beginning of the interview, when I was at high school, I have never felt like being a woman could stop me from doing anything. >> Lisa: Yeah. Yeah. >> So maybe to continue thinking this way, and yeah. And to, to stay here for, to, to continue this way. Yeah. >> Lisa: That's excellent. Sounds like you have the confidence. >> Mm. Yeah. >> And that's something that, that a lot of people ... I struggled with it when I was younger, have the confidence, "Can I do this?" >> Alexandre: Yeah. >> "Should I do this?" >> Myriam: Yeah. >> And you kind of went, "Why not?" >> Myriam: Yes. >> Which is, that is such a great message to get out to our audience and to everybody else's. Just, "I'm interested in this. I find it fascinating. Why not me?" >> Myriam: Yeah. >> Right? >> Alexandre: Yeah, true. >> And by bringing out, I think, role models as we do here at the conference, it's a, it's a way to to help young girls to be inspired and yeah. >> Alexandre: Yeah. >> We need to have women in leadership positions that we can see, because there's a saying here that we say a lot in the States, which is: "You can't be what you can't see." >> Alexandre: Yeah, that's true. >> And so we need more women and, and men supporting women and underrepresented minorities. And the great thing about WiDS is it does just that. So we thank you so much for your involvement in WiDS, Ambassador, our only male on the program today, Alexander, we thank you. >> I'm very proud of it. >> Awesome to hear that Total Energies has about 40% of females in technical roles and you're on that path to 50% or more. We, we look forward to watching that journey and we thank you so much for joining us on the show today. >> Alexandre: Thank you. >> Myriam: Thank you. >> Lisa: All right. For my guests, I'm Lisa Martin. You're watching theCUBE Live from Stanford University. This is our coverage of the eighth Annual Women in Data Science Conference. We'll be back after a short break, so stick around. (upbeat music)

Published Date : Mar 8 2023

SUMMARY :

covering the 8th Annual Women Great to have you guys on theCUBE today. and what it is that you guys are doing. So we are a multi-energy company now, That's the seven energy that we basically And a lot of other solar and wind. I'm not going to be there next month. bit of your background. for all of the businesses of the WiDS initiatives. One of the things that we talk a lot about I'm back to Stanford. of most of the women in of the different real world problems And, and we need that thought diversity. in the sense that we produce a lot of the project that we're working on. the data that we have. and helping the business all of the real world impact have the data, the data to I mean, I'm not the one But we have, you know, we, on the project that is about safety. and in term of safety we and is now into the Digital Factory. The influence and the I noticed in the AnitaB.org So the fact that we can apply data science as our only male on the show today, and I mean, and force in, in the company. of the global average. on the fact that we have, Lisa: It is. Miryam, I'd love to get your beginning of the interview, So maybe to continue Sounds like you have the confidence. And that's something that, and to everybody else's. here at the conference, We need to have women So we thank you so much for and we thank you so much for of the eighth Annual Women

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Keynote Analysis | WiDS 2023


 

(ambient music) >> Good morning, everyone. Lisa Martin with theCUBE, live at the eighth Annual Women in Data Science Conference. This is one of my absolute favorite events of the year. We engage with tons of great inspirational speakers, men and women, and what's happening with WiDS is a global movement. I've got two fabulous co-hosts with me today that you're going to be hearing and meeting. Please welcome Tracy Zhang and Hannah Freitag, who are both from the sata journalism program, master's program, at Stanford. So great to have you guys. >> So excited to be here. >> So data journalism's so interesting. Tracy, tell us a little bit about you, what you're interested in, and then Hannah we'll have you do the same thing. >> Yeah >> Yeah, definitely. I definitely think data journalism is very interesting, and in fact, I think, what is data journalism? Is definitely one of the big questions that we ask during the span of one year, which is the length of our program. And yeah, like you said, I'm in this data journalism master program, and I think coming in I just wanted to pivot from my undergrad studies, which is more like a traditional journalism, into data. We're finding stories through data, so that's why I'm also very excited about meeting these speakers for today because they're all, they have different backgrounds, but they all ended up in data science. So I think they'll be very inspirational and I can't wait to talk to them. >> Data in stories, I love that. Hannah, tell us a little bit about you. >> Yeah, so before coming to Stanford, I was a research assistant at Humboldt University in Berlin, so I was in political science research. And I love to work with data sets and data, but I figured that, for me, I don't want this story to end up in a research paper, which is only very limited in terms of the audience. And I figured, okay, data journalism is the perfect way to tell stories and use data to illustrate anecdotes, but to make it comprehensive and accessible for a broader audience. So then I found this program at Stanford and I was like, okay, that's the perfect transition from political science to journalism, and to use data to tell data-driven stories. So I'm excited to be in this program, I'm excited for the conference today and to hear from these amazing women who work in data science. >> You both brought up great points, and we were chatting earlier that there's a lot of diversity in background. >> Tracy: Definitely. >> Not everyone was in STEM as a young kid or studied computer science. Maybe some are engineering, maybe some are are philosophy or economic, it's so interesting. And what I find year after year at WiDS is it brings in so much thought diversity. And that's what being data-driven really demands. It demands that unbiased approach, that diverse, a spectrum of diverse perspectives, and we definitely get that at WiDS. There's about 350 people in person here, but as I mentioned in the opening, hundreds of thousands will engage throughout the year, tens of thousands probably today at local events going on across the globe. And it just underscores the importance of every organization, whether it's a bank or a grocer, has to be data-driven. We have that expectation as consumers in our consumer lives, and even in our business lives, that I'm going to engage with a business, whatever it is, and they're going to know about me, they're going to deliver me a personalized experience that's relevant to me and my history. And all that is powered by data science, which is I think it's fascinating. >> Yeah, and the great way is if you combine data with people. Because after all, large data sets, they oftentimes consist of stories or data that affects people. And to find these stories or advanced research in whatever fields, maybe in the financial business, or in health, as you mentioned, the variety of fields, it's very powerful, powerful tool to use. >> It's a very power, oh, go ahead Tracy. >> No, definitely. I just wanted to build off of that. It's important to put a face on data. So a dataset without a name is just some numbers, but if there's a story, then I think it means something too. And I think Margot was talking about how data science is about knowing or understanding the past, I think that's very interesting. That's a method for us to know who we are. >> Definitely. There's so many opportunities. I wanted to share some of the statistics from AnitaB.org that I was just looking at from 2022. We always talk at events like WiDS, and some of the other women in tech things, theCUBE is very much pro-women in tech, and has been for a very long, since the beginning of theCUBE. But we've seen the numbers of women technologists historically well below 25%, and we see attrition rates are high. And so we often talk about, well, what can we do? And part of that is raising the awareness. And that's one of the great things about WiDS, especially WiDS happening on International Women's Day, today, March 8th, and around event- >> Tracy: A big holiday. >> Exactly. But one of the nice things I was looking at, the AnitaB.org research, is that representation of tech women is on the rise, still below pre-pandemic levels, but it's actually nearly 27% of women in technical roles. And that's an increase, slow increase, but the needle is moving. We're seeing much more gender diversity across a lot of career levels, which is exciting. But some of the challenges remain. I mean, the representation of women technologists is growing, except at the intern level. And I thought that was really poignant. We need to be opening up that pipeline and going younger. And you'll hear a lot of those conversations today about, what are we doing to reach girls in grade school, 10 year olds, 12 year olds, those in high school? How do we help foster them through their undergrad studies- >> And excite them about science and all these fields, for sure. >> What do you think, Hannah, on that note, and I'll ask you the same question, what do you think can be done? The theme of this year's International Women's Day is Embrace Equity. What do you think can be done on that intern problem to help really dial up the volume on getting those younger kids interested, one, earlier, and two, helping them stay interested? >> Yeah. Yeah, that's a great question. I think it's important to start early, as you said, in school. Back in the day when I went to high school, we had this one day per year where we could explore as girls, explore a STEM job and go into the job for one day and see how it's like to work in a, I dunno, in IT or in data science, so that's a great first step. But as you mentioned, it's important to keep girls and women excited about this field and make them actually pursue this path. So I think conferences or networking is very powerful. Also these days with social media and technology, we have more ability and greater ways to connect. And I think we should even empower ourselves even more to pursue this path if we're interested in data science, and not be like, okay, maybe it's not for me, or maybe as a woman I have less chances. So I think it's very important to connect with other women, and this is what WiDS is great about. >> WiDS is so fantastic for that network effect, as you talked about. It's always such, as I was telling you about before we went live, I've covered five or six WiDS for theCUBE, and it's always such a day of positivity, it's a day of of inclusivity, which is exactly what Embrace Equity is really kind of about. Tracy, talk a little bit about some of the things that you see that will help with that hashtag Embrace Equity kind of pulling it, not just to tech. Because we're talking and we saw Meta was a keynote who's going to come to talk with Hannah and me in a little bit, we see Total Energies on the program today, we see Microsoft, Intuit, Boeing Air Company. What are some of the things you think that can be done to help inspire, say, little Tracy back in the day to become interested in STEM or in technology or in data? What do you think companies can and should be doing to dial up the volume for those youngsters? >> Yeah, 'cause I think somebody was talking about, one of the keynote speakers was talking about how there is a notion that girls just can't be data scientists. girls just can't do science. And I think representation definitely matters. If three year old me see on TV that all the scientists are women, I think I would definitely have the notion that, oh, this might be a career choice for me and I can definitely also be a scientist if I want. So yeah, I think representation definitely matters and that's why conference like this will just show us how these women are great in their fields. They're great data scientists that are bringing great insight to the company and even to the social good as well. So yeah, I think that's very important just to make women feel seen in this data science field and to listen to the great woman who's doing amazing work. >> Absolutely. There's a saying, you can't be what you can't see. >> Exactly. >> And I like to say, I like to flip it on its head, 'cause we can talk about some of the negatives, but there's a lot of positives and I want to share some of those in a minute, is that we need to be, that visibility that you talked about, the awareness that you talked about, it needs to be there but it needs to be sustained and maintained. And an organization like WiDS and some of the other women in tech events that happen around the valley here and globally, are all aimed at raising the profile of these women so that the younger, really, all generations can see what they can be. We all, the funny thing is, we all have this expectation whether we're transacting on Uber ride or we are on Netflix or we're buying something on Amazon, we can get it like that. They're going to know who I am, they're going to know what I want, they're going to want to know what I just bought or what I just watched. Don't serve me up something that I've already done that. >> Hannah: Yeah. >> Tracy: Yeah. >> So that expectation that everyone has is all about data, though we don't necessarily think about it like that. >> Hannah: Exactly. >> Tracy: Exactly. >> But it's all about the data that, the past data, the data science, as well as the realtime data because we want to have these experiences that are fresh, in the moment, and super relevant. So whether women recognize it or not, they're data driven too. Whether or not you're in data science, we're all driven by data and we have these expectations that every business is going to meet it. >> Exactly. >> Yeah. And circling back to young women, I think it's crucial and important to have role models. As you said, if you see someone and you're younger and you're like, oh I want to be like her. I want to follow this path, and have inspiration and a role model, someone you look up to and be like, okay, this is possible if I study the math part or do the physics, and you kind of have a goal and a vision in mind, I think that's really important to drive you. >> Having those mentors and sponsors, something that's interesting is, I always, everyone knows what a mentor is, somebody that you look up to, that can guide you, that you admire. I didn't learn what a sponsor was until a Women in Tech event a few years ago that we did on theCUBE. And I was kind of, my eyes were open but I didn't understand the difference between a mentor and a sponsor. And then it got me thinking, who are my sponsors? And I started going through LinkedIn, oh, he's a sponsor, she's a sponsor, people that help really propel you forward, your recommenders, your champions, and it's so important at every level to build that network. And we have, to your point, Hannah, there's so much potential here for data drivenness across the globe, and there's so much potential for women. One of the things I also learned recently , and I wanted to share this with you 'cause I'm not sure if you know this, ChatGPT, exploding, I was on it yesterday looking at- >> Everyone talking about it. >> What's hot in data science? And it was kind of like, and I actually asked it, what was hot in data science in 2023? And it told me that it didn't know anything prior to 2021. >> Tracy: Yes. >> Hannah: Yeah. >> So I said, Oh, I'm so sorry. But everyone's talking about ChatGPT, it is the most advanced AI chatbot ever released to the masses, it's on fire. They're likening it to the launch of the iPhone, 100 million-plus users. But did you know that the CTO of ChatGPT is a woman? >> Tracy: I did not know, but I learned that. >> I learned that a couple days ago, Mira Murati, and of course- >> I love it. >> She's been, I saw this great profile piece on her on Fast Company, but of course everything that we're hearing about with respect to ChatGPT, a lot on the CEO. But I thought we need to help dial up the profile of the CTO because she's only 35, yet she is at the helm of one of the most groundbreaking things in our lifetime we'll probably ever see. Isn't that cool? >> That is, yeah, I completely had no idea. >> I didn't either. I saw it on LinkedIn over the weekend and I thought, I have to talk about that because it's so important when we talk about some of the trends, other trends from AnitaB.org, I talked about some of those positive trends. Overall hiring has rebounded in '22 compared to pre-pandemic levels. And we see also 51% more women being hired in '22 than '21. So the data, it's all about data, is showing us things are progressing quite slowly. But one of the biggest challenges that's still persistent is attrition. So we were talking about, Hannah, what would your advice be? How would you help a woman stay in tech? We saw that attrition last year in '22 according to AnitaB.org, more than doubled. So we're seeing women getting into the field and dropping out for various reasons. And so that's still an extent concern that we have. What do you think would motivate you to stick around if you were in a technical role? Same question for you in a minute. >> Right, you were talking about how we see an increase especially in the intern level for women. And I think if, I don't know, this is a great for a start point for pushing the momentum to start growth, pushing the needle rightwards. But I think if we can see more increase in the upper level, the women representation in the upper level too, maybe that's definitely a big goal and something we should work towards to. >> Lisa: Absolutely. >> But if there's more representation up in the CTO position, like in the managing level, I think that will definitely be a great factor to keep women in data science. >> I was looking at some trends, sorry, Hannah, forgetting what this source was, so forgive me, that was showing that there was a trend in the last few years, I think it was Fast Company, of more women in executive positions, specifically chief operating officer positions. What that hasn't translated to, what they thought it might translate to, is more women going from COO to CEO and we're not seeing that. We think of, if you ask, name a female executive that you'd recognize, everyone would probably say Sheryl Sandberg. But I was shocked to learn the other day at a Women in Tech event I was doing, that there was a survey done by this organization that showed that 78% of people couldn't identify. So to your point, we need more of them in that visible role, in the executive suite. >> Tracy: Exactly. >> And there's data that show that companies that have women, companies across industries that have women in leadership positions, executive positions I should say, are actually more profitable. So it's kind of like, duh, the data is there, it's telling you this. >> Hannah: Exactly. >> Right? >> And I think also a very important point is work culture and the work environment. And as a woman, maybe if you enter and you work two or three years, and then you have to oftentimes choose, okay, do I want family or do I want my job? And I think that's one of the major tasks that companies face to make it possible for women to combine being a mother and being a great data scientist or an executive or CEO. And I think there's still a lot to be done in this regard to make it possible for women to not have to choose for one thing or the other. And I think that's also a reason why we might see more women at the entry level, but not long-term. Because they are punished if they take a couple years off if they want to have kids. >> I think that's a question we need to ask to men too. >> Absolutely. >> How to balance work and life. 'Cause we never ask that. We just ask the woman. >> No, they just get it done, probably because there's a woman on the other end whose making it happen. >> Exactly. So yeah, another thing to think about, another thing to work towards too. >> Yeah, it's a good point you're raising that we have this conversation together and not exclusively only women, but we all have to come together and talk about how we can design companies in a way that it works for everyone. >> Yeah, and no slight to men at all. A lot of my mentors and sponsors are men. They're just people that I greatly admire who saw raw potential in me 15, 18 years ago, and just added a little water to this little weed and it started to grow. In fact, theCUBE- >> Tracy: And look at you now. >> Look at me now. And theCUBE, the guys Dave Vellante and John Furrier are two of those people that are sponsors of mine. But it needs to be diverse. It needs to be diverse and gender, it needs to include non-binary people, anybody, shouldn't matter. We should be able to collectively work together to solve big problems. Like the propaganda problem that was being discussed in the keynote this morning with respect to China, or climate change. Climate change is a huge challenge. Here, we are in California, we're getting an atmospheric river tomorrow. And Californians and rain, we're not so friendly. But we know that there's massive changes going on in the climate. Data science can help really unlock a lot of the challenges and solve some of the problems and help us understand better. So there's so much real-world implication potential that being data-driven can really lead to. And I love the fact that you guys are studying data journalism. You'll have to help me understand that even more. But we're going to going to have great conversations today, I'm so excited to be co-hosting with both of you. You're going to be inspired, you're going to learn, they're going to learn from us as well. So let's just kind of think of this as a community of men, women, everything in between to really help inspire the current generations, the future generations. And to your point, let's help women feel confident to be able to stay and raise their hand for fast-tracking their careers. >> Exactly. >> What are you guys, last minute, what are you looking forward to most for today? >> Just meeting these great women, I can't wait. >> Yeah, learning from each other. Having this conversation about how we can make data science even more equitable and hear from the great ideas that all these women have. >> Excellent, girls, we're going to have a great day. We're so glad that you're here with us on theCUBE, live at Stanford University, Women in Data Science, the eighth annual conference. I'm Lisa Martin, my two co-hosts for the day, Tracy Zhang, Hannah Freitag, you're going to be seeing a lot of us, we appreciate. Stick around, our first guest joins Hannah and me in just a minute. (ambient music)

Published Date : Mar 8 2023

SUMMARY :

So great to have you guys. and then Hannah we'll have Is definitely one of the Data in stories, I love that. And I love to work with and we were chatting earlier and they're going to know about me, Yeah, and the great way is And I think Margot was And part of that is raising the awareness. I mean, the representation and all these fields, for sure. and I'll ask you the same question, I think it's important to start early, What are some of the things and even to the social good as well. be what you can't see. and some of the other women in tech events So that expectation that everyone has that every business is going to meet it. And circling back to young women, and I wanted to share this with you know anything prior to 2021. it is the most advanced Tracy: I did not of one of the most groundbreaking That is, yeah, I and I thought, I have to talk about that for pushing the momentum to start growth, to keep women in data science. So to your point, we need more that have women in leadership positions, and the work environment. I think that's a question We just ask the woman. a woman on the other end another thing to work towards too. and talk about how we can design companies and it started to grow. And I love the fact that you guys great women, I can't wait. and hear from the great ideas Women in Data Science, the

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Ben Hirschberg, Armo Ltd | CloudNativeSecurityCon 23


 

(upbeat music) >> Hello everyone, welcome back to theCUBE's coverage of Cloud Native SecurityCon North America 2023. Obviously, CUBE's coverage with our CUBE Center Report. We're not there on the ground, but we have folks and our CUBE Alumni there. We have entrepreneurs there. Of course, we want to be there in person, but we're remote. We've got Ben Hirschberg, CTO and Co-Founder of Armo, a cloud native security startup, well positioned in this industry. He's there in Seattle. Ben, thank you for coming on and sharing what's going on with theCUBE. >> Yeah, it's great to be here, John. >> So we had written on you guys up on SiliconANGLE. Congratulations on your momentum and traction. But let's first get into what's going on there on the ground? What are some of the key trends? What's the most important story being told there? What is the vibe? What's the most important story right now? >> So I think, I would like to start here with the I think the most important thing was that I think the event is very successful. Usually, the Cloud Native Security Day usually was part of KubeCon in the previous years and now it became its own conference of its own and really kudos to all the organizers who brought this up in, actually in a short time. And it wasn't really clear how many people will turn up, but at the end, we see a really nice turn up and really great talks and keynotes around here. I think that one of the biggest trends, which haven't started like in this conference, but already we're talking for a while is supply chain. Supply chain is security. I think it's, right now, the biggest trend in the talks, in the keynotes. And I think that we start to see companies, big companies, who are adopting themselves into this direction. There is a clear industry need. There is a clear problem and I think that the cloud native security teams are coming up with tooling around it. I think for right now we see more tools than adoption, but the adoption is always following the tooling. And I think it already proves itself. So we have just a very interesting talk this morning about the OpenSSL vulnerability, which was I think around Halloween, which came out and everyone thought that it's going to be a critical issue for the whole cloud native and internet infrastructure and at the end it turned out to be a lesser problem, but the reason why I think it was understood that to be a lesser problem real soon was that because people started to use (indistinct) store software composition information in the environment so security teams could look into, look up in their systems okay, what, where they're using OpenSSL, which version they are using. It became really soon real clear that this version is not adopted by a wide array of software out there so the tech surface is relatively small and I think it already proved itself that the direction if everyone is talking about. >> Yeah, we agree, we're very bullish on this move from the Cloud Native Foundation CNCF that do the security conference. Amazon Web Services has re:Invent. That's their big show, but they also have re:Inforce, the security show, so clearly they work together. I like the decoupling, very cohesive. But you guys have Kubescape of Kubernetes security. Talk about the conversations that are there and that you're hearing around why there's different event what's different around KubeCon and CloudNativeCon than this Cloud Native SecurityCon. It's not called KubeSucSecCon, it's called Cloud Native SecurityCon. What's the difference? Are people confused? Is it clear? What's the difference between the two shows? What are you hearing? >> So I think that, you know, there is a good question. Okay, where is Cloud Native Computing Foundation came from? Obviously everyone knows that it was somewhat coupled with the adoption of Kubernetes. It was a clear understanding in the industry that there are different efforts where the industry needs to come together without looking be very vendor-specific and try to sort out a lot of issues in order to enable adoption and bring great value and I think that the main difference here between KubeCon and the Cloud Native Security Conference is really the focus, and not just on Kubernetes, but the whole ecosystem behind that. The way we are delivering software, the way we are monitoring software, and all where Kubernetes is only just, you know, maybe the biggest clog in the system, but, you know, just one of the others and it gives great overview of what you have in the whole ecosystem. >> Yeah, I think it's a good call. I would add that what I'm hearing too is that security is so critical to the business model of every company. It's so mainstream. The hackers have a great business model. They make money, their costs are lower than the revenue. So the business of hacking in breaches, ransomware all over the place is so successful that they're playing offense, everyone's playing defense, so it's about time we can get focus to really be faster and more nimble and agile on solving some of these security challenges in open source. So I think that to me is a great focus and so I give total props to the CNC. I call it the event operating system. You got the security group over here decoupled from the main kernel, but they work together. Good call and so this brings back up to some of the things that are going on so I have to ask you, as your startup as a CTO, you guys have the Kubescape platform, how do you guys fit into the landscape and what's different from your tools for Kubernetes environments versus what's out there? >> So I think that our journey is really interesting in the solution space because I think that our mode really tries to understand where security can meet the actual adoption because as you just said, somehow we have to sort out together how security is going to be automated and integrated in its best way. So Kubescape project started as a Kubernetes security posture tool. Just, you know, when people are really early in their adoption of Kubernetes systems, they want to understand whether the installation is is secure, whether the basic configurations are look okay, and giving them instant feedback on that, both in live systems and in the CICD, this is where Kubescape came from. We started as an open source project because we are big believers of open source, of the power of open source security, and I can, you know I think maybe this is my first interview when I can say that Kubescape was accepted to be a CNCF Sandbox project so Armo was actually donating the project to the CNCF, I think, which is a huge milestone and a great way to further the adoption of Kubernetes security and from now on we want to see where the users in Armo and Kubescape project want to see where the users are going, their Kubernetes security journey and help them to automatize, help them to to implement security more fast in the way the developers are using it working. >> Okay, if you don't mind, I want to just get clarification. What's the difference between the Armo platform and Kubescape because you have Kubescape Sandbox project and Armo platform. Could you talk about the differences and interaction? >> Sure, Kubescape is an open source project and Armo platform is actually a managed platform which runs Kubescape in the cloud for you because Kubescape is part, it has several parts. One part is, which is running inside the Kubernetes cluster in the CICD processes of the user, and there is another part which we call the backend where the results are stored and can be analyzed further. So Armo platform gives you managed way to run the backend, but I can tell you that backend is also, will be available within a month or two also for everyone to install on their premises as well, because again, we are an open source company and we are, we want to enable users, so the difference is that Armo platform is a managed platform behind Kubescape. >> How does Kubescape differ from closed proprietary sourced solutions? >> So I can tell you that there are closed proprietary solutions which are very good security solutions, but I think that the main difference, if I had to pick beyond the very specific technicalities is the worldview. The way we see that our user is not the CISO. Our user is not necessarily the security team. From our perspective, the user is the DevOps and the developers who are working on the Kubernetes cluster day to day and we want to enable them to improve their security. So actually our approach is more developer-friendly, if I would need to define it very shortly. >> What does this risk calculation score you guys have in Kubscape? That's come up and we cover that in our story. Can you explain to the folks how that fits in? Is it Kubescape is the platform and what's the benefit, what's the purpose? >> So the risk calculation is actually a score we are giving to clusters in order for the users to understand where they are standing in the general population, how they are faring against a perfect hardened cluster. It is based on the number of different tests we are making. And I don't want to go into, you know, the very specifics of the mathematical functions, but in general it takes into account how many functions are failing, security tests are failing inside your cluster. How many nodes you are having, how many workloads are having, and creating this number which enables you to understand where you are standing in the global, in the world. >> What's the customer value that you guys pitching? What's the pitch for the Armo platform? When you go and talk to a customer, are they like, "We need you." Do they come to you? Is it word of mouth? You guys have a strategy? What's the pitch? What's so appealing to the customers? Why are they enthusiastic about you guys? >> So John, I can tell you, maybe it's not so easy to to say the words, but I nearly 20 years in the industry and though I've been always around cyber and the defense industry and I can tell you that I never had this journey where before where I could say that the the customers are coming to us and not we are pitching to customers. Simply because people want to, this is very easy tool, very very easy to use, very understandable and it very helps the engineers to improve security posture. And they're coming to us and they're saying, "Well, awesome, okay, how we can like use it. Do you have a graphical interface?" And we are pointing them to the Armor platform and they are falling in love and coming to us even more and we can tell you that we have a big number of active users behind the platform itself. >> You know, one of the things that comes up every time at KubeCon and Cloud NativeCon when we're there, and we'll be in Amsterdam, so folks watching, you know, we'll see onsite, developer productivity is like the number one thing everyone talks about and security is so important. It's become by default a blocker or anchor or a drag on productivity. This is big, the things that you're mentioning, easy to use, engineering supporting it, developer adoption, you know we've always said on theCUBE, developers will be the de facto standards bodies by their choices 'cause developers make all the decisions. So if I can go faster and I can have security kind of programmed in, I'm not shifting left, it's just I'm just having security kind of in there. That's the dream state. Is that what you guys are trying to do here? Because that's the nirvana, everyone wants to do that. >> Yeah, I think your definition is like perfect because really we had like this, for a very long time we had this world where we decoupled security teams from developers and even for sometimes from engineering at all and I think for multiple reasons, we are more seeing a big convergence. Security teams are becoming part of the engineering and the engineering becoming part of the security and as you're saying, okay, the day-to-day world of developers are becoming very tangled up in the good way with security, so the think about it that today, one of my developers at Armo is creating a pull request. He's already, code is already scanned by security scanners for to test for different security problems. It's already, you know, before he already gets feedback on his first time where he's sharing his code and if there is an issue, he already can solve it and this is just solving issues much faster, much cheaper, and also you asked me about, you know, the wipe in the conference and we know no one can deny the current economic wipe we have and this also relates to security teams and security teams has to be much more efficient. And one of the things that everyone is talking, okay, we need more automation, we need more, better tooling and I think we are really fitting into this. >> Yeah, and I talked to venture capitalists yesterday and today, an angel investor. Best time for startup is right now and again, open source is driving a lot of value. Ben, it's been great to have you on and sharing with us what's going on on the ground there as well as talking about some of the traction you have. Just final question, how old's the company? How much funding do you have? Where you guys located? Put a plug in for the company. You guys looking to hire? Tell us about the company. Were you guys located? How much capital do you have? >> So, okay, the company's here for three years. We've passed a round last March with Tiger and Hyperwise capitals. We are located, most of the company's located today in Israel in Tel Aviv, but we have like great team also in Ukraine and also great guys are in Europe and right now also Craig Box joined us as an open source VP and he's like right now located in New Zealand, so we are a really global team, which I think it's really helps us to strengthen ourselves. >> Yeah, and I think this is the entrepreneurial equation for the future. It's really great to see that global. We heard that in Priyanka Sharma's keynote. It's a global culture, global community. >> Right. >> And so really, really props you guys. Congratulations on Armo and thanks for coming on theCUBE and sharing insights and expertise and also what's happening on the ground. Appreciate it, Ben, thanks for coming on. >> Thank you, John. >> Okay, cheers. Okay, this is CUB coverage here of the Cloud Native SecurityCon in North America 2023. I'm John Furrier for Lisa Martin, Dave Vellante. We're back with more of wrap up of the event after this short break. (gentle upbeat music)

Published Date : Feb 3 2023

SUMMARY :

and sharing what's going on with theCUBE. What is the vibe? and at the end it turned that do the security conference. the way we are monitoring software, I call it the event operating system. the project to the CNCF, What's the difference between in the CICD processes of the user, is the worldview. Is it Kubescape is the platform It is based on the number of What's the pitch for the Armo platform? and the defense industry This is big, the things and the engineering becoming the traction you have. So, okay, the company's Yeah, and I think this is and also what's happening on the ground. of the Cloud Native SecurityCon

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Mohan Rokkam & Greg Gibby | 4th Gen AMD EPYC on Dell PowerEdge: Virtualization


 

(cheerful music) >> Welcome to theCUBE's continuing coverage of AMD's 4th Generation EPYC launch. I'm Dave Nicholson, and I'm here in our Palo Alto studios talking to Greg Gibby, senior product manager, data center products from AMD, and Mohan Rokkam, technical marketing engineer at Dell. Welcome, gentlemen. >> Mohan: Hello, hello. >> Greg: Thank you. Glad to be here. >> Good to see each of you. Just really quickly, I want to start out. Let us know a little bit about yourselves. Mohan, let's start with you. What do you do at Dell exactly? >> So I'm a technical marketing engineer at Dell. I've been with Dell for around 15 years now and my goal is to really look at the Dell powered servers and see how do customers take advantage of some of the features we have, especially with the AMD EPYC processors that have just come out. >> Greg, and what do you do at AMD? >> Yeah, so I manage our software-defined infrastructure solutions team, and really it's a cradle to grave where we work with the ISVs in the market, so VMware, Nutanix, Microsoft, et cetera, to integrate the features that we're putting into our processors and make sure they're ready to go and enabled. And then we work with our valued partners like Dell on putting those into actual solutions that customers can buy and then we work with them to sell those solutions into the market. >> Before we get into the details on the 4th Generation EPYC launch and what that means and why people should care. Mohan, maybe you can tell us a little about the relationship between Dell and AMD, how that works, and then Greg, if you've got commentary on that afterwards, that'd be great. Yeah, Mohan. >> Absolutely. Dell and AMD have a long standing partnership, right? Especially now with EPYC series. We have had products since EPYC first generation. We have been doing solutions across the whole range of Dell ecosystem. We have integrated AMD quite thoroughly and effectively and we really love how performant these systems are. So, yeah. >> Dave: Greg, what are your thoughts? >> Yeah, I would say the other thing too is, is that we need to point out is that we both have really strong relationships across the entire ecosystem. So memory vendors, the software providers, et cetera, we have technical relationships. We're working with them to optimize solutions so that ultimately when the customer buys that, they get a great user experience right out of the box. >> So, Mohan, I know that you and your team do a lot of performance validation testing as time goes by. I suspect that you had early releases of the 4th Gen EPYC processor technology. What have you been seeing so far? What can you tell us? >> AMD has definitely knocked it out of the park. Time and again, in the past four generations, in the past five years alone, we have done some database work where in five years, we have seen five exit performance. And across the board, AMD is the leader in benchmarks. We have done virtualization where we would consolidate from five into one system. We have world records in AI, we have world records in databases, we have world records in virtualization. The AMD EPYC solutions has been absolutely performant. I'll leave you with one number here. When we went from top of Stack Milan to top of Stack Genoa, we saw a performance bump of 120%. And that number just blew my mind. >> So that prompts a question for Greg. Often we, in industry insiders, think in terms of performance gains over the last generation or the current generation. A lot of customers in the real world, however, are N - 2. They're a ways back, so I guess two points on that. First of all, the kinds of increases the average person is going to see when they move to this architecture, correct me if I'm wrong, but it's even more significant than a lot of the headline numbers because they're moving two generations, number one. Correct me if I'm wrong on that, but then the other thing is the question to you, Greg. I like very long complicated questions, as you can tell. The question is, is it okay for people to skip generations or make the case for upgrades, I guess is the problem? >> Well, yeah, so a couple thoughts on that first too. Mohan talked about that five X over the generation improvements that we've seen. The other key point with that too is that we've made significant process improvements along the way moving to seven nanocomputer to now five nanocomputer and that's really reducing the total amount of power or the performance per watt the customers can realize as well. And when we look at why would a customer want to upgrade, right? And I want to rephrase that as to why aren't you? And there is a real cost of not upgrading. And so when you look at infrastructure, the average age of a server in the data center is over five years old. And if you look at the most popular processors that were sold in that timeframe, it's 8, 10, 12 cores. So now you've got a bunch of servers that you need in order to deliver the applications and meet your SLAs to your end users, and all those servers pull power. They require maintenance. They have the opportunity to go down, et cetera. You got to pay licensing and service and support costs and all those. And when you look at all the costs that roll up, even though the hardware is paid for just to keep the lights on, and not even talking about the soft costs of unplanned downtime, and, "I'm not meeting your SLAs," et cetera, it's very expensive to keep those servers running. Now, if you refresh, and now you have processors that have 32, 64, 96 cores, now you can consolidate that infrastructure and reduce your total power bill. You can reduce your CapEx, you reduce your ongoing OpEx, you improve your performance, and you improve your security profile. So it really is more cost effective to refresh than not to refresh. >> So, Mohan, what has your experience been double clicking on this topic of consolidation? I know that we're going to talk about virtualization in some of the results that you've seen. What have you seen in that regard? Does this favor better consolidation and virtualized environments? And are you both assuring us that the ROI and TCO pencil out on these new big, bad machines? >> Greg definitely hit the nail on the head, right? We are seeing tremendous savings really, if you're consolidating from two generations old. We went from, as I said, five is to one. You're going from five full servers, probably paid off down to one single server. That itself is, if you look at licensing costs, which again, with things like VMware does get pretty expensive. If you move to a single system, yes, we are at 32, 64, 96 cores, but if you compare to the licensing costs of 10 cores, two sockets, that's still pretty significant, right? That's one huge thing. Another thing which actually really drives the thing is we are looking at security, and in today's environment, security becomes a major driving factor for upgrades. Dell has its own setups, cyber-resilient architecture, as we call it, and that really is integrated from processor all the way up into the OS. And those are some of the features which customers really can take advantage of and help protect their ecosystems. >> So what kinds of virtualized environments did you test? >> We have done virtualization across primary codes with VMware, but the Azure Stack, we have looked at Nutanix. PowerFlex is another one within Dell. We have vSAN Ready Nodes. All of these, OpenShift, we have a broad variety of solutions from Dell and AMD really fits into almost every one of them very well. >> So where does hyper-converged infrastructure fit into this puzzle? We can think of a server as something that contains not only AMD's latest architecture but also latest PCIe bus technology and all of the faster memory, faster storage cards, faster nicks, all of that comes together. But how does that play out in Dell's hyper-converged infrastructure or HCI strategy? >> Dell is a leader in hyper-converged infrastructure. We have the very popular VxRail line, we have the PowerFlex, which is now going into the AWS ecosystem as well, Nutanix, and of course, Azure Stack. With all these, when you look at AMD, we have up to 96 cores coming in. We have PCIe Gen 5 which means you can now connect dual port, 100 and 200 gig nicks and get line rate on those so you can connect to your ecosystem. And I don't know if you've seen the news, 200, 400 gig routers and switchers are selling out. That's not slowing down. The network infrastructure is booming. If you want to look at the AI/ML side of things, the VDI side of things, accelerator cards are becoming more and more powerful, more and more popular. And of course they need that higher end data path that PCIe Gen 5 brings to the table. GDDR5 is another huge improvement in terms of performance and latencies. So when we take all this together, you talk about hyper-converged, all of them add into making sure that A, with hyper-converged, you get ease of management, but B, just 'cause you have ease of management doesn't mean you need to compromise on anything. And the AMD servers effectively are a no compromise offering that we at Dell are able to offer to our customers. >> So Greg, I've got a question a little bit from left field for you. We covered Supercompute Conference 2022. We were in Dallas a couple of weeks ago, and there was a lot of discussion of the current processor manufacturer battles, and a lot of buzz around 4th Gen EPYC being launched and what's coming over the next year. Do you have any thoughts on what this architecture can deliver for us in terms of things like AI? We talk about virtualization, but if you look out over the next year, do you see this kind of architecture driving significant change in the world? >> Yeah, yeah, yeah, yeah. It has the real potential to do that from just the building blocks. So we have our chiplet architecture we call it. So you have an IO die and then you have your core complexes that go around that. And we integrate it all with our infinity fabric. That architecture allows you, if we wanted to, replace some of those CCDs with specific accelerators. And so when we look two, three, four years down the road, that architecture and that capability already built into what we're delivering and can easily be moved in. We just need to make sure that when you look at doing that, that the power that's required to do that and the software, et cetera, and those accelerators actually deliver better performance as a dedicated engine versus just using standard CPUs. The other things that I would say too is if you look at emerging workloads. So data center modernization is one of the buzzwords in cloud native, right? And these container environments, well, AMD'S architecture really just screams support for those type of environments, right? Where when you get into these larger core accounts and the consolidation that Mohan talked about. Now when I'm in a container environment, that blast radius so a lot of customers have concerns around, "Hey, having a single point of failure and having more than X number of cores concerns me." If I'm in containers, that becomes less of a concern. And so when you look at cloud native, containerized applications, data center modernization, AMD's extremely well positioned to take advantage of those use cases as well. >> Yeah, Mohan, and when we talk about virtualization, I think sometimes we have to remind everyone that yeah, we're talking about not only virtualization that has a full-blown operating system in the bucket, but also virtualization where the containers have microservices and things like that. I think you had something to add, Mohan. >> I did, and I think going back to the accelerator side of business, right? When we are looking at the current technology and looking at accelerators, AMD has done a fantastic job of adding in features like AVX-512, we have the bfloat16 and eight features. And some of what these do is they're effectively built-in accelerators for certain workloads especially in the AI and media spaces. And in some of these use cases we look at, for example, are inference. Traditionally we have used external accelerator cards, but for some of the entry level and mid-level use cases, CPU is going to work just fine especially with the newer CPUs that we are seeing this fantastic performance from. The accelerators just help get us to the point where if I'm at the edge, if I'm in certain use cases, I don't need to have an accelerator in there. I can run most of my inference workloads right on the CPU. >> Yeah, yeah. You know the game. It's an endless chase to find the bottleneck. And once we've solved the puzzle, we've created a bottleneck somewhere else. Back to the supercompute conversations we had, specifically about some of the AMD EPYC processor technology and the way that Dell is packaging it up and leveraging things like connectivity. That was one of the things that was also highlighted. This idea that increasingly connectivity is critically important, not just for supercomputing, but for high-performance computing that's finding its way out of the realms of Los Alamos and down to the enterprise level. Gentlemen, any more thoughts about the partnership or maybe a hint at what's coming in the future? I know that the original AMD announcement was announcing and previewing some things that are rolling out over the next several months. So let me just toss it to Greg. What are we going to see in 2023 in terms of rollouts that you can share with us? >> That I can share with you? Yeah, so I think look forward to see more advancements in the technology at the core level. I think we've already announced our product code name Bergamo, where we'll have up to 128 cores per socket. And then as we look in, how do we continually address this demand for data, this demand for, I need actionable insights immediately, look for us to continue to drive performance leadership in our products that are coming out and address specific workloads and accelerators where appropriate and where we see a growing market. >> Mohan, final thoughts. >> On the Dell side, of course, we have four very rich and configurable options with AMD EPYC servers. But beyond that, you'll see a lot more solutions. Some of what Greg has been talking about around the next generation of processors or the next updated processors, you'll start seeing some of those. and you'll definitely see more use cases from us and how customers can implement them and take advantage of the features that. It's just exciting stuff. >> Exciting stuff indeed. Gentlemen, we have a great year ahead of us. As we approach possibly the holiday seasons, I wish both of you well. Thank you for joining us. From here in the Palo Alto studios, again, Dave Nicholson here. Stay tuned for our continuing coverage of AMD's 4th Generation EPYC launch. Thanks for joining us. (cheerful music)

Published Date : Dec 14 2022

SUMMARY :

talking to Greg Gibby, Glad to be here. What do you do at Dell exactly? of some of the features in the market, so VMware, on the 4th Generation EPYC launch the whole range of Dell ecosystem. is that we need to point out is that of the 4th Gen EPYC processor technology. Time and again, in the the question to you, Greg. of servers that you need in some of the results that you've seen. really drives the thing is we have a broad variety and all of the faster We have the very popular VxRail line, over the next year, do you that the power that's required to do that in the bucket, but also but for some of the entry I know that the original AMD in the technology at the core level. and take advantage of the features that. From here in the Palo Alto studios,

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Seamus Jones & Milind Damle


 

>>Welcome to the Cube's Continuing coverage of AMD's fourth generation Epic launch. I'm Dave Nicholson and I'm joining you here in our Palo Alto Studios. We have two very interesting guests to dive into some of the announcements that have been made and maybe take a look at this from an AI and ML perspective. Our first guest is Milland Doley. He's a senior director for software and solutions at amd, and we're also joined by Shamus Jones, who's a director of server engineering at Dell Technologies. Welcome gentlemen. How are you? >>Very good, thank >>You. Welcome to the Cube. So let's start out really quickly, Shamus, what, give us a thumbnail sketch of what you do at Dell. >>Yeah, so I'm the director of technical marketing engineering here at Dell, and our team really takes a look at the technical server portfolio and solutions and ensures that we can look at, you know, the performance metrics, benchmarks, and performance characteristics, so that way we can give customers a good idea of what they can expect from the server portfolio when they're looking to buy Power Edge from Dell. >>Milland, how about you? What's, what's new at a M D? What do you do there? >>Great to be here. Thank you for having me at amd, I'm the senior director of performance engineering and ISV ecosystem enablement, which is a long winter way of saying we do a lot of benchmarks, improved performance and demonstrate with wonderful partners such as Shamus and Dell, the combined leverage that AMD four generation processes and Dell systems can bring to bear on a multitude of applications across the industry spectrum. >>Shamus, talk about that relationship a little bit more. The relationship between a M D and Dell. How far back does it go? What does it look like in practical terms? >>Absolutely. So, you know, ever since AM MD reentered the server space, we've had a very close relationship. You know, it's one of those things where we are offering solutions that are out there to our customers no matter what generation A portfolio, if they're, if they're demanding either from their competitor or a m d, we offer a portfolio solutions that are out there. What we're finding is that within their generational improvements, they're just getting better and better and better. Really exciting things happening from a m D at the moment, and we're seeing that as we engineer those CPU stacks into our, our server portfolio, you know, we're really seeing unprecedented performance across the board. So excited about the, the history, you know, my team and Lin's team work very closely together, so much so that we were communicating almost on a daily basis around portfolio platforms and updates around the, the, the benchmarks testing and, and validation efforts. >>So Melind, are you happy with these PowerEdge boxes that Seamus is building to, to house, to house your baby? >>We are delighted, you know, it's hard to find stronger partners than Shamus and Dell with AMD's, second generation epic service CPUs. We already had undisputable industry performance leadership, and then with the third and now the fourth generation CPUs, we've just increased our lead with competition. We've got so many outstanding features at the platform, at the CPU level, everybody focuses on the high core counts, but there's also the DDR five, the memory, the io, and the storage subsystem. So we believe we have a fantastic performance and performance per dollar performance per what edge over competition, and we look to partners such as Dell to help us showcase that leadership. >>Well. So Shay Yeah, through Yeah, go ahead >>Dave. What, what I'd add, Dave, is that through the, the partnership that we've had, you know, we've been able to develop subsystems and platform features that historically we couldn't have really things around thermals power efficiency and, and efficiency within the platform. That means that customers can get the most out of their compute infrastructure. >>So this is gonna be a big question moving forward as next generation platforms are rolled out, there's the potential for people to have sticker shock. You talk about something that has eight or 12 cores in a, in a physical enclosure versus 96 cores, and, and I guess the, the question is, do the ROI and TCO numbers look good for someone to make that upgrade? Shamus, you wanna, you wanna hit that first or you guys are integrated? >>Absolutely, yeah, sorry. Absolutely. So we, I'll tell you what, at the moment, customers really can't afford not to upgrade at the moment, right? We've taken a look at the cost basis of keeping older infrastructure in place, let's say five or seven year old infrastructure servers that are, that are drawing more power maybe are, are poorly utilized within the infrastructure and take more and more effort and time to manage, maintain and, and really keep in production. So as customers look to upgrade or refresh their platforms, what we're finding right is that they can take a dynamic consolidation sometimes 5, 7, 8 to one consolidation depending on which platform they have as a historical and which one they're looking to upgrade to. Within AI specifically and machine learning frameworks, we're seeing really unprecedented performance. Lin's team partnered with us to deliver multiple benchmarks for the launch, some of which we're still continuing to see the goodness from things like TP C X AI as a framework, and I'm talking about here specifically the CPU U based performance. >>Even though in a lot of those AI frameworks, you would also expect to have GPUs, which all of the four platforms that we're offering on the AM MD portfolio today offer multiple G P U offerings. So we're seeing a balance between a huge amount of C P U gain and performance, as well as more and more GPU offerings within the platform. That was real, that was a real challenge for us because of the thermal challenges. I mean, you think GPUs are going up 300, 400 watt, these CPUs at 96 core are, are quite demanding thermally, but what we're able to do is through some, some unique smart cooling engineering within the, the PowerEdge portfolio, we can take a look at those platforms and make the most efficient use case by having things like telemetry within the platform so that way we can dynamically change fan speeds to get customers the best performance without throttling based on their need. >>Melin the cube was at the Supercomputing conference in Dallas this year, supercomputing conference 2022, and a lot of the discussion was around not only advances in microprocessor technology, but also advances in interconnect technology. How do you manage that sort of research partnership with Dell when you aren't strictly just focusing on the piece that you are bringing to the party? It's kind of a potluck, you know, we, we, we, we mentioned P C I E Gen five or 5.0, whatever you want to call it, new DDR storage cards, Nicks, accelerators, all of those, all of those things. How do you keep that straight when those aren't things that you actually build? >>Well, excellent question, Dave. And you know, as we are developing the next platform, obviously the, the ongoing relationship is there with Dell, but we start way before launch, right? Sometimes it's multiple years before launch. So we are not just focusing on the super high core counts at the CPU level and the platform configurations, whether it's single socket or dual socket, we are looking at it from the memory subsystem from the IO subsystem, P c i lanes for storage is a big deal, for example, in this generation. So it's really a holistic approach. And look, core counts are, you know, more important at the higher end for some customers h HPC space, some of the AI applications. But on the lower end you have database applications or some other is s v applications that care a lot about those. So it's, I guess different things matter to different folks across verticals. >>So we partnered with Dell very early in the cycle, and it's really a joint co-engineering. Shamus talked about the focus on AI with TP C X xci, I, so we set five world records in that space just on that one benchmark with AD and Dell. So fantastic kick kick off to that across a multitude of scale factors. But PPP c Xci is not just the only thing we are focusing on. We are also collaborating with Dell and des e i on some of the transformer based natural language processing models that we worked on, for example. So it's not just a steep CPU story, it's CPU platform, es subsystem software and the whole thing delivering goodness across the board to solve end user problems in AI and and other verticals. >>Yeah, the two of you are at the tip of the spear from a performance perspective. So I know it's easy to get excited about world records and, and they're, they're fantastic. I know Shamus, you know, that, you know, end user customers might, might immediately have the reaction, well, I don't need a Ferrari in my data center, or, you know, what I need is to be able to do more with less. Well, aren't we delivering that also? And you know, you imagine you milland you mentioned natural, natural language processing. Shamus, are you thinking in 2023 that a lot more enterprises are gonna be able to afford to do things like that? I mean, what are you hearing from customers on this front? >>I mean, while the adoption of the top bin CPU stack is, is definitely the exception, not the rule today we are seeing marked performance, even when we look at the mid bin CPU offerings from from a m d, those are, you know, the most common sold SKUs. And when we look at customers implementations, really what we're seeing is the fact that they're trying to make the most, not just of dollar spend, but also the whole subsystem that Melin was talking about. You know, the fact that balanced memory configs can give you marked performance improvements, not just at the CPU level, but as actually all the way through to the, to the application performance. So it's, it's trying to find the correct balance between the application needs, your budget, power draw and infrastructure within the, the data center, right? Because not only could you, you could be purchasing and, and look to deploy the most powerful systems, but if you don't have an infrastructure that's, that's got the right power, right, that's a large challenge that's happening right now and the right cooling to deal with the thermal differences of the systems, might you wanna ensure that, that you can accommodate those for not just today but in the future, right? >>So it's, it's planning that balance. >>If I may just add onto that, right? So when we launched, not just the fourth generation, but any generation in the past, there's a natural tendency to zero in on the top bin and say, wow, we've got so many cores. But as Shamus correctly said, it's not just that one core count opn, it's, it's the whole stack. And we believe with our four gen CPU processor stack, we've simplified things so much. We don't have, you know, dozens and dozens of offerings. We have a fairly simple skew stack, but we also have a very efficient skew stack. So even, even though at the top end we've got 96 scores, the thermal budget that we require is fairly reasonable. And look, with all the energy crisis going around, especially in Europe, this is a big deal. Not only do customers want performance, but they're also super focused on performance per want. And so we believe with this generation, we really delivered not just on raw performance, but also on performance per dollar and performance per one. >>Yeah. And it's not just Europe, I'm, we're, we are here in Palo Alto right now, which is in California where we all know the cost of an individual kilowatt hour of electricity because it's quite, because it's quite high. So, so thermals, power cooling, all of that, all of that goes together and that, and that drives cost. So it's a question of how much can you get done per dollar shame as you made the point that you, you're not, you don't just have a one size fits all solution that it's, that it's fit for function. I, I'm, I'm curious to hear from you from the two of you what your thoughts are from a, from a general AI and ML perspective. We're starting to see right now, if you hang out on any kind of social media, the rise of these experimental AI programs that are being presented to the public, some will write stories for you based on prom, some will create images for you. One of the more popular ones will create sort of a, your superhero alter ego for, I, I can't wait to do it, I just got the app on my phone. So those are all fun and they're trivial, but they sort of get us used to this idea that, wow, these systems can do things. They can think on their own in a certain way. W what do, what do you see the future of that looking like over the next year in terms of enterprises, what they're going to do for it with it >>Melan? Yeah, I can go first. Yeah, yeah, yeah, yeah, >>Sure. Yeah. Good. >>So the couple of examples, Dave, that you mentioned are, I, I guess it's a blend of novelty and curiosity. You know, people using AI to write stories or poems or, you know, even carve out little jokes, check grammar and spelling very useful, but still, you know, kind of in the realm of novelty in the mainstream, in the enterprise. Look, in my opinion, AI is not just gonna be a vertical, it's gonna be a horizontal capability. We are seeing AI deployed across the board once the models have been suitably trained for disparate functions ranging from fraud detection or anomaly detection, both in the financial markets in manufacturing to things like image classification or object detection that you talked about in, in the sort of a core AI space itself, right? So we don't think of AI necessarily as a vertical, although we are showcasing it with a specific benchmark for launch, but we really look at AI emerging as a horizontal capability and frankly, companies that don't adopt AI on a massive scale run the risk of being left behind. >>Yeah, absolutely. There's an, an AI as an outcome is really something that companies, I, I think of it in the fact that they're adopting that and the frameworks that you're now seeing as the novelty pieces that Melin was talking about is, is really indicative of the under the covers activity that's been happening within infrastructures and within enterprises for the past, let's say 5, 6, 7 years, right? The fact that you have object detection within manufacturing to be able to, to be able to do defect detection within manufacturing lines. Now that can be done on edge platforms all the way at the device. So you're no longer only having to have things be done, you know, in the data center, you can bring it right out to the edge and have that high performance, you know, inferencing training models. Now, not necessarily training at the edge, but the inferencing models especially, so that way you can, you know, have more and, and better use cases for some of these, these instances things like, you know, smart cities with, with video detection. >>So that way they can see, especially during covid, we saw a lot of hospitals and a lot of customers that were using using image and, and spatial detection within their, their video feeds to be able to determine who and what employees were at risk during covid. So there's a lot of different use cases that have been coming around. I think the novelty aspect of it is really interesting and I, I know my kids, my daughters love that, that portion of it, but really what's been happening has been exciting for quite a, quite a period of time in the enterprise space. We're just now starting to actually see those come to light in more of a, a consumer relevant kind of use case. So the technology that's been developed in the data center around all of these different use cases is now starting to feed in because we do have more powerful compute at our fingertips. We do have the ability to talk more about the framework and infrastructure that's that's right out at the edge. You know, I know Dave in the past you've said things like the data center of, you know, 20 years ago is now in my hand as, as my cell phone. That's right. And, and that's, that's a fact and I'm, it's exciting to think where it's gonna be in the next 10 or 20 years. >>One terabyte baby. Yeah. One terabyte. Yeah. It's mind bo. Exactly. It's mind boggling. Yeah. And it makes me feel old. >>Yeah, >>Me too. And, and that and, and Shamus, that all sounded great. A all I want is a picture of me as a superhero though, so you guys are already way ahead of the curve, you know, with, with, with that on that note, Seamus wrap us up with, with a, with kind of a summary of the, the highlights of what we just went through in terms of the performance you're seeing out of this latest gen architecture from a md. >>Absolutely. So within the TPC xai frameworks that Melin and my team have worked together to do, you know, we're seeing unprecedented price performance. So the fact that you can get 220% uplift gen on gen for some of these benchmarks and, you know, you can have a five to one consolidation means that if you're looking to refresh platforms that are historically legacy, you can get a, a huge amount of benefit, both in reduction in the number of units that you need to deploy and the, the amount of performance that you can get per unit. You know, Melinda had mentioned earlier around CPU performance and performance per wat, specifically on the Tu socket two U platform using the fourth generation a m d Epic, you know, we're seeing a 55% higher C P U performance per wat that is that, you know, when for people who aren't necessarily looking at these statistics, every generation of servers, that that's, that is a huge jump leap forward. >>That combined with 121% higher spec scores, you know, as a benchmark, those are huge. Normally we see, let's say a 40 to 60% performance improvement on the spec benchmarks, we're seeing 121%. So while that's really impressive at the top bin, we're actually seeing, you know, large percentile improvements across the mid bins as well, you know, things in the range of like 70 to 90% performance improvements in those standard bins. So it, it's a, it's a huge performance improvement, a power efficiency, which means customers are able to save energy, space and time based on, on their deployment size. >>Thanks for that Shamus, sadly, gentlemen, our time has expired. With that, I want to thank both of you. It's a very interesting conversation. Thanks for, thanks for being with us, both of you. Thanks for joining us here on the Cube for our coverage of AMD's fourth generation Epic launch. Additional information, including white papers and benchmarks plus editorial coverage can be found on does hardware matter.com.

Published Date : Dec 9 2022

SUMMARY :

I'm Dave Nicholson and I'm joining you here in our Palo Alto Studios. Shamus, what, give us a thumbnail sketch of what you do at Dell. and ensures that we can look at, you know, the performance metrics, benchmarks, and Dell, the combined leverage that AMD four generation processes and Shamus, talk about that relationship a little bit more. So, you know, ever since AM MD reentered the server space, We are delighted, you know, it's hard to find stronger partners That means that customers can get the most out you wanna, you wanna hit that first or you guys are integrated? So we, I'll tell you what, and make the most efficient use case by having things like telemetry within the platform It's kind of a potluck, you know, we, But on the lower end you have database applications or some But PPP c Xci is not just the only thing we are focusing on. Yeah, the two of you are at the tip of the spear from a performance perspective. the fact that balanced memory configs can give you marked performance improvements, but any generation in the past, there's a natural tendency to zero in on the top bin and say, the two of you what your thoughts are from a, from a general AI and ML perspective. Yeah, I can go first. So the couple of examples, Dave, that you mentioned are, I, I guess it's a blend of novelty have that high performance, you know, inferencing training models. So the technology that's been developed in the data center around all And it makes me feel old. so you guys are already way ahead of the curve, you know, with, with, with that on that note, So the fact that you can get 220% uplift gen you know, large percentile improvements across the mid bins as well, Thanks for that Shamus, sadly, gentlemen, our time has

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Kevin Miller and Ed Walsh | AWS re:Invent 2022 - Global Startup Program


 

hi everybody welcome back to re invent 2022. this is thecube's exclusive coverage we're here at the satellite set it's up on the fifth floor of the Venetian Conference Center and this is part of the global startup program the AWS startup showcase series that we've been running all through last year and and into this year with AWS and featuring some of its its Global Partners Ed wallson series the CEO of chaos search many times Cube Alum and Kevin Miller there's also a cube Alum vice president GM of S3 at AWS guys good to see you again yeah great to see you Dave hi Kevin this is we call this our Super Bowl so this must be like your I don't know uh World Cup it's a pretty big event yeah it's the World Cup for sure yeah so a lot of S3 talk you know I mean that's what got us all started in 2006 so absolutely what's new in S3 yeah it's been a great show we've had a number of really interesting launches over the last few weeks and a few at the show as well so you know we've been really focused on helping customers that are running Mass scale data Lakes including you know whether it's structured or unstructured data we actually announced just a few just an hour ago I think it was a new capability to give customers cross-account access points for sharing data securely with other parts of the organization and that's something that we'd heard from customers is as they are growing and have more data sets and they're looking to to get more out of their data they are increasingly looking to enable multiple teams across their businesses to access those data sets securely and that's what we provide with cross-count access points we also launched yesterday our multi-region access point failover capabilities and so again this is where customers have data sets and they're using multiple regions for certain critical workloads they're now able to to use that to fail to control the failover between different regions in AWS and then one other launch I would just highlight is some improvements we made to storage lens which is our really a very novel and you need capability to help customers really understand what storage they have where who's accessing it when it's being accessed and we added a bunch of new metrics storage lens has been pretty exciting for a lot of customers in fact we looked at the data and saw that customers who have adopted storage lens typically within six months they saved more than six times what they had invested in turning storage lens on and certainly in this environment right now we have a lot of customers who are it's pretty top of mind they're looking for ways to optimize their their costs in the cloud and take some of those savings and be able to reinvest them in new innovation so pretty exciting with the storage lens launch I think what's interesting about S3 is that you know pre-cloud Object Store was this kind of a niche right and then of course you guys announced you know S3 in 2006 as I said and okay great you know cheap and deep storage simple get put now the conversations about how to enable value from from data absolutely analytics and it's just a whole new world and Ed you've talked many times I love the term yeah we built chaos search on the on the shoulders of giants right and so the under underlying that is S3 but the value that you can build on top of that has been key and I don't think we've talked about his shoulders and Giants but we've talked about how we literally you know we have a big Vision right so hard to kind of solve the challenge to analytics at scale we really focus on the you know the you know Big Data coming environment get analytics so we talk about the on the shoulders Giants obviously Isaac Newton's you know metaphor of I learned from everything before and we layer on top so really when you talk about all the things come from S3 like I just smile because like we picked it up naturally we went all in an S3 and this is where I think you're going Dave but everyone is so let's just cut the chase like so any of the data platforms you're using S3 is what you're building but we did it a little bit differently so at first people using a cold storage like you said and then they ETL it up into a different platforms for analytics of different sorts now people are using it closer they're doing caching layers and cashing out and they're that's where but that's where the attributes of a scale or reliability are what we did is we actually make S3 a database so literally we have no persistence outside that three and that kind of comes in so it's working really well with clients because most of the thing is we pick up all these attributes of scale reliability and it shows up in the clients environments and so when you launch all these new scalable things we just see it like our clients constantly comment like one of our biggest customers fintech in uh Europe they go to Black Friday again black Friday's not one days and they lose scale from what is it 58 terabytes a day and they're going up to 187 terabytes a day and we don't Flinch they say how do you do that well we built our platform on S3 as long as you can stream it to S3 so they're saying I can't overrun S3 and it's a natural play so it's it's really nice that but we take out those attributes but same thing that's why we're able to you know help clients get you know really you know Equifax is a good example maybe they're able to consolidate 12 their divisions on one platform we couldn't have done that without the scale and the performance of what you can get S3 but also they saved 90 I'm able to do that but that's really because the only persistence is S3 and what you guys are delivering but and then we really for focus on shoulders Giants we're doing on top of that innovating on top of your platforms and bringing that out so things like you know we have a unique data representation that makes it easy to ingest this data because it's kind of coming at you four v's of big data we allow you to do that make it performant on s3h so now you're doing hot analytics on S3 as if it's just a native database in memory but there's no memory SSC caching and then multi-model once you get it there don't move it leverage it in place so you know elasticsearch access you know Cabana grafana access or SQL access with your tools so we're seeing that constantly but we always talk about on the shoulders of giants but even this week I get comments from our customers like how did you do that and most of it is because we built on top of what you guys provided so it's really working out pretty well and you know we talk a lot about digital transformation of course we had the pleasure sitting down with Adam solipski prior John Furrier flew to Seattle sits down his annual one-on-one with the AWS CEO which is kind of cool yeah it was it's good it's like study for the test you know and uh and so but but one of the interesting things he said was you know we're one of our challenges going forward is is how do we go Beyond digital transformation into business transformation like okay well that's that's interesting I was talking to a customer today AWS customer and obviously others because they're 100 year old company and they're basically their business was they call them like the Uber for for servicing appliances when your Appliance breaks you got to get a person to serve it a service if it's out of warranty you know these guys do that so they got to basically have a you know a network of technicians yeah and they gotta deal with the customers no phone right so they had a completely you know that was a business transformation right they're becoming you know everybody says they're coming a software company but they're building it of course yeah right on the cloud so wonder if you guys could each talk about what's what you're seeing in terms of changing not only in the sort of I.T and the digital transformation but also the business transformation yeah I know I I 100 agree that I think business transformation is probably that one of the top themes I'm hearing from customers of all sizes right now even in this environment I think customers are looking for what can I do to drive top line or you know improve bottom line or just improve my customer experience and really you know sort of have that effect where I'm helping customers get more done and you know it is it is very tricky because to do that successfully the customers that are doing that successfully I think are really getting into the lines of businesses and figuring out you know it's probably a different skill set possibly a different culture different norms and practices and process and so it's it's a lot more than just a like you said a lot more than just the technology involved but when it you know we sort of liquidate it down into the data that's where absolutely we see that as a critical function for lines of businesses to become more comfortable first off knowing what data sets they have what data they they could access but possibly aren't today and then starting to tap into those data sources and then as as that progresses figuring out how to share and collaborate with data sets across a company to you know to correlate across those data sets and and drive more insights and then as all that's being done of course it's important to measure the results and be able to really see is this what what effect is this having and proving that effect and certainly I've seen plenty of customers be able to show you know this is a percentage increase in top or bottom line and uh so that pattern is playing out a lot and actually a lot of how we think about where we're going with S3 is related to how do we make it easier for customers to to do everything that I just described to have to understand what data they have to make it accessible and you know it's great to have such a great ecosystem of partners that are then building on top of that and innovating to help customers connect really directly with the businesses that they're running and driving those insights well and customers are hours today one of the things I loved that Adam said he said where Amazon is strategically very very patient but tactically we're really impatient and the customers out there like how are you going to help me increase Revenue how are you going to help me cut costs you know we were talking about how off off camera how you know software can actually help do that yeah it's deflationary I love the quote right so software's deflationary as costs come up how do you go drive it also free up the team and you nail it it's like okay everyone wants to save money but they're not putting off these projects in fact the digital transformation or the business it's actually moving forward but they're getting a little bit bigger but everyone's looking for creative ways to look at their architecture and it becomes larger larger we talked about a couple of those examples but like even like uh things like observability they want to give this tool set this data to all the developers all their sres same data to all the security team and then to do that they need to find a way an architect should do that scale and save money simultaneously so we see constantly people who are pairing us up with some of these larger firms like uh or like keep your data dog keep your Splunk use us to reduce the cost that one and one is actually cheaper than what you have but then they use it either to save money we're saving 50 to 80 hard dollars but more importantly to free up your team from the toil and then they they turn around and make that budget neutral and then allowed to get the same tools to more people across the org because they're sometimes constrained of getting the access to everyone explain that a little bit more let's say I got a Splunk or data dog I'm sifting through you know logs how exactly do you help so it's pretty simple I'll use dad dog example so let's say using data dog preservability so it's just your developers your sres managing environments all these platforms are really good at being a monitoring alerting type of tool what they're not necessarily great at is keeping the data for longer periods like the log data the bigger data that's where we're strong what you see is like a data dog let's say you're using it for a minister for to keep 30 days of logs which is not enough like let's say you're running environment you're finding that performance issue you kind of want to look to last quarter in last month in or maybe last Black Friday so 30 days is not enough but will charge you two eighty two dollars and eighty cents a gigabyte don't focus on just 280 and then if you just turn the knob and keep seven days but keep two years of data on us which is on S3 it goes down to 22 cents plus our list price of 80 cents goes to a dollar two compared to 280. so here's the thing what they're able to do is just turn a knob get more data we do an integration so you can go right from data dog or grafana directly into our platform so the user doesn't see it but they save money A lot of times they don't just save the money now they use that to go fund and get data dog to a lot more people make sense so it's a creativity they're looking at it and they're looking at tools we see the same thing with a grafana if you look at the whole grafana play which is hey you can't put it in one place but put Prometheus for metrics or traces we fit well with logs but they're using that to bring down their costs because a lot of this data just really bogs down these applications the alerting monitoring are good at small data they're not good at the big data which is what we're really good at and then the one and one is actually less than you paid for the one so it and it works pretty well so things are really unpredictable right now in the economy you know during the pandemic we've sort of lockdown and then the stock market went crazy we're like okay it's going to end it's going to end and then it looked like it was going to end and then it you know but last year it reinvented just just in that sweet spot before Omicron so we we tucked it in which which was awesome right it was a great great event we really really missed one physical reinvent you know which was very rare so that's cool but I've called it the slingshot economy it feels like you know you're driving down the highway and you got to hit the brakes and then all of a sudden you're going okay we're through it Oh no you're gonna hit the brakes again yeah so it's very very hard to predict and I was listening to jassy this morning he was talking about yeah consumers they're still spending but what they're doing is they're they're shopping for more features they might be you know buying a TV that's less expensive you know more value for the money so okay so hopefully the consumer spending will get us out of this but you don't really know you know and I don't yeah you know we don't seem to have the algorithms we've never been through something like this before so what are you guys seeing in terms of customer Behavior given that uncertainty well one thing I would highlight that I think particularly going back to what we were just talking about as far as business and digital transformation I think some customers are still appreciating the fact that where you know yesterday you may have had to to buy some Capital put out some capital and commit to something for a large upfront expenditure is that you know today the value of being able to experiment and scale up and then most importantly scale down and dynamically based on is the experiment working out am I seeing real value from it and doing that on a time scale of a day or a week or a few months that is so important right now because again it gets to I am looking for a ways to innovate and to drive Top Line growth but I I can't commit to a multi-year sort of uh set of costs to to do that so and I think plenty of customers are finding that even a few months of experimentation gives them some really valuable insight as far as is this going to be successful or not and so I think that again just of course with S3 and storage from day one we've been elastic pay for what you use if you're not using the storage you don't get charged for it and I think that particularly right now having the applications and the rest of the ecosystem around the storage and the data be able to scale up and scale down is is just ever more important and when people see that like typically they're looking to do more with it so if they find you usually find these little Department projects but they see a way to actually move faster and save money I think it is a mix of those two they're looking to expand it which can be a nightmare for sales Cycles because they take longer but people are looking well why don't you leverage this and go across division so we do see people trying to leverage it because they're still I don't think digital transformation is slowing down but a lot more to be honest a lot more approvals at this point for everything it is you know Adam and another great quote in his in his keynote he said if you want to save money the Cloud's a place to do it absolutely and I read an article recently and I was looking through and I said this is the first time you know AWS has ever seen a downturn because the cloud was too early back then I'm like you weren't paying attention in 2008 because that was the first major inflection point for cloud adoption where CFO said okay stop the capex we're going to Opex and you saw the cloud take off and then 2010 started this you know amazing cycle that we really haven't seen anything like it where they were doubling down in Investments and they were real hardcore investment it wasn't like 1998 99 was all just going out the door for no clear reason yeah so that Foundation is now in place and I think it makes a lot of sense and it could be here for for a while where people are saying Hey I want to optimize and I'm going to do that on the cloud yeah no I mean I've obviously I certainly agree with Adam's quote I think really that's been in aws's DNA from from day one right is that ability to scale costs with with the actual consumption and paying for what you use and I think that you know certainly moments like now are ones that can really motivate change in an organization in a way that might not have been as palatable when it just it didn't feel like it was as necessary yeah all right we got to go give you a last word uh I think it's been a great event I love all your announcements I think this is wonderful uh it's been a great show I love uh in fact how many people are here at reinvent north of 50 000. yeah I mean I feel like it was it's as big if not bigger than 2019. people have said ah 2019 was a record when you count out all the professors I don't know it feels it feels as big if not bigger so there's great energy yeah it's quite amazing and uh and we're thrilled to be part of it guys thanks for coming on thecube again really appreciate it face to face all right thank you for watching this is Dave vellante for the cube your leader in Enterprise and emerging Tech coverage we'll be right back foreign

Published Date : Dec 7 2022

SUMMARY :

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Day 4 Keynote Analysis | AWS re:Invent 2022


 

(upbeat music) >> Good morning everybody. Welcome back to Las Vegas. This is day four of theCUBE's wall-to-wall coverage of our Super Bowl, aka AWS re:Invent 2022. I'm here with my co-host, Paul Gillin. My name is Dave Vellante. Sanjay Poonen is in the house, CEO and president of Cohesity. He's sitting in as our guest market watcher, market analyst, you know, deep expertise, new to the job at Cohesity. He was kind enough to sit in, and help us break down what's happening at re:Invent. But Paul, first thing, this morning we heard from Werner Vogels. He was basically given a masterclass on system design. It reminded me of mainframes years ago. When we used to, you know, bury through those IBM blue books and red books. You remember those Sanjay? That's how we- learned back then. >> Oh God, I remember those, Yeah. >> But it made me think, wow, now you know IBM's more of a systems design, nobody talks about IBM anymore. Everybody talks about Amazon. So you wonder, 20 years from now, you know what it's going to be. But >> Well- >> Werner's amazing. >> He pulled out a 24 year old document. >> Yup. >> That he had written early in Amazon's evolution about synchronous design or about essentially distributed architectures that turned out to be prophetic. >> His big thing was nature is asynchronous. So systems are asynchronous. Synchronous is an illusion. It's an abstraction. It's kind of interesting. But, you know- >> Yeah, I mean I've had synonyms for things. Timeless architecture. Werner's an absolute legend. I mean, when you think about folks who've had, you know, impact on technology, you think of people like Jony Ive in design. >> Dave: Yeah. >> You got to think about people like Werner in architecture and just the fact that Andy and the team have been able to keep him engaged that long... I pay attention to his keynote. Peter DeSantis has obviously been very, very influential. And then of course, you know, Adam did a good job, you know, watching from, you know, having watched since I was at the first AWS re:Invent conference, at time was President SAP and there was only a thousand people at this event, okay? Andy had me on stage. I think I was one of the first guest of any tech company in 2011. And to see now this become like, it's a mecca. It's a mother of all IT events, and watch sort of even the transition from Andy to Adam is very special. I got to catch some of Ruba's keynote. So while there's some new people in the mix here, this has become a force of nature. And the last time I was here was 2019, before Covid, watched the last two ones online. But it feels like, I don't know 'about what you guys think, it feels like it's back to 2019 levels. >> I was here in 2019. I feel like this was bigger than 2019 but some people have said that it's about the same. >> I think it was 60,000 versus 50,000. >> Yes. So close. >> It was a little bigger in 2019. But it feels like it's more active. >> And then last year, Sanjay, you weren't here but it was 25,000, which was amazing 'cause it was right in that little space between Omicron, before Omicron hit. But you know, let me ask you a question and this is really more of a question about Amazon's maturity and I know you've been following them since early days. But the way I get the question, number one question I get from people is how is Amazon AWS going to be different under Adam than it was under Andy? What do you think? >> I mean, Adam's not new because he was here before. In some senses he knows the Amazon culture from prior, when he was running sales and marketing prior. But then he took the time off and came back. I mean, this will always be, I think, somewhat Andy's baby, right? Because he was the... I, you know, sent him a text, "You should be really proud of what you accomplished", but you know, I think he also, I asked him when I saw him a few weeks ago "Are you going to come to re:Invent?" And he says, "No, I want to leave this to be Adam's show." And Adam's going to have a slightly different view. His keynotes are probably half the time. It's a little bit more vision. There was a lot more customer stories at the beginning of it. Taking you back to the inspirational pieces of it. I think you're going to see them probably pulling up the stack and not just focused in infrastructure. Many of their platform services are evolved. Many of their, even application services. I'm surprised when I talk to customers. Like Amazon Connect, their sort of call center type technologies, an app layer. It's getting a lot. I mean, I've talked to a couple of Fortune 500 companies that are moving off Ayer to Connect. I mean, it's happening and I did not know that. So it's, you know, I think as they move up the stack, the platform's gotten more... The data centric stack has gotten, and you know, in the area we're working with Cohesity, security, data protection, they're an investor in our company. So this is an important, you know, both... I think tech player and a partner for many companies like us. >> I wonder the, you know, the marketplace... there's been a big push on the marketplace by all the cloud companies last couple of years. Do you see that disrupting the way softwares, enterprise software is sold? >> Oh, for sure. I mean, you have to be a ostrich with your head in the sand to not see this wave happening. I mean, what's it? $150 billion worth of revenue. Even though the growth rates dipped a little bit the last quarter or so, it's still aggregatively between Amazon and Azure and Google, you know, 30% growth. And I think we're still in the second or third inning off a grand 1 trillion or 2 trillion of IT, shifting not all of it to the cloud, but significantly faster. So if you add up all of the big things of the on-premise world, they're, you know, they got to a certain size, their growth is stable, but stalling. These guys are growing significantly faster. And then if you add on top of them, platform companies the data companies, Snowflake, MongoDB, Databricks, you know, Datadog, and then apps companies on top of that. I think the move to the Cloud is inevitable. In SaaS companies, I don't know why you would ever implement a CRM solution on-prem. It's all gone to the Cloud. >> Oh, it is. >> That happened 15 years ago. I mean, begin within three, five years of the advent of Salesforce. And the same thing in HR. Why would you deploy a HR solution now? You've got Workday, you've got, you know, others that are so some of those apps markets are are just never coming back to an on-prem capability. >> Sanjay, I want to ask you, you built a reputation for being able to, you know, forecast accurately, hit your plan, you know, you hit your numbers, you're awesome operator. Even though you have a, you know, technology degree, which you know, that's a two-tool star, multi-tool star. But I call it the slingshot economy. This is like, I mean I've seen probably more downturns than anybody in here, you know, given... Well maybe, maybe- >> Maybe me. >> You and I both. I've never seen anything like this, where where visibility is so unpredictable. The economy is sling-shotting. It's like, oh, hurry up, go Covid, go, go go build, build, build supply, then pull back. And now going forward, now pulling back. Slootman said, you know, on the call, "Hey the guide, is the guide." He said, "we put it out there, We do our best to hit it." But you had CrowdStrike had issues you know, mid-market, ServiceNow. I saw McDermott on the other day on the, on the TV. I just want to pay, you know, buy from the guy. He's so (indistinct) >> But mixed, mixed results, Salesforce, you know, Octa now pre-announcing, hey, they're going to be, or announcing, you know, better visibility, forward guide. Elastic kind of got hit really hard. HPE and Dell actually doing really well in the enterprise. >> Yep. >> 'Course Dell getting killed in the client. But so what are you seeing out there? How, as an executive, do you deal with such poor visibility? >> I think, listen, what the last two or three years have taught us is, you know, with the supply chain crisis, with the surge that people thought you may need of, you know, spending potentially in the pandemic, you have to start off with your tech platform being 10 x better than everybody else. And differentiate, differentiate. 'Cause in a crowded market, but even in a market that's getting tougher, if you're not differentiating constantly through technology innovation, you're going to get left behind. So you named a few places, they're all technology innovators, but even if some of them are having challenges, and then I think you're constantly asking yourselves, how do you move from being a point product to a platform with more and more services where you're getting, you know, many of them moving really fast. In the case of Roe, I like him a lot. He's probably one of the most savvy operators, also that I respect. He calls these speedboats, and you know, his core platform started off with the firewall network security. But he's built now a very credible cloud security, cloud AI security business. And I think that's how you need to be thinking as a tech executive. I mean, if you got core, your core beachhead 10 x better than everybody else. And as you move to adjacencies in these new platforms, have you got now speedboats that are getting to a point where they are competitive advantage? Then as you think of the go-to-market perspective, it really depends on where you are as a company. For a company like our size, we need partners a lot more. Because if we're going to, you know, stand on the shoulders of giants like Isaac Newton said, "I see clearly because I stand on the shoulders giants." I need to really go and cultivate Amazon so they become our lead partner in cloud. And then appropriately Microsoft and Google where I need to. And security. Part of what we announced last week was, last month, yeah, last couple of weeks ago, was the data security alliance with the biggest security players. What was I trying to do with that? First time ever done in my industry was get Palo Alto, CrowdStrike, Wallace, Tenable, CyberArk, Splunk, all to build an alliance with me so I could stand on their shoulders with them helping me. If you're a bigger company, you're constantly asking yourself "how do you make sure you're getting your, like Amazon, their top hundred customers spending more with that?" So I think the the playbook evolves, and I'm watching some of these best companies through this time navigate through this. And I think leadership is going to be tested in enormously interesting ways. >> I'll say. I mean, Snowflake is really interesting because they... 67% growth, which is, I mean, that's best in class for a company that's $2 billion. And, but their guide was still, you know, pretty aggressive. You know, so it's like, do you, you know, when it when it's good times you go, "hey, we can we can guide conservatively and know we can beat it." But when you're not certain, you can't dial down too far 'cause your investors start to bail on you. It's a really tricky- >> But Dave, I think listen, at the end of the day, I mean every CEO should not be worried about the short term up and down in the stock price. You're building a long-term multi-billion dollar company. In the case of Frank, he has, I think I shot to a $10 billion, you know, analytics data warehousing data management company on the back of that platform, because he's eyeing the market that, not just Teradata occupies today, but now Oracle occupies or other databases, right? So his tam as it grows bigger, you're going to have some of these things, but that market's big. I think same with Palo Alto. I mean Datadog's another company, 75% growth. >> Yeah. >> At 20% margins, like almost rule of 95. >> Amazing. >> When they're going after, not just the observability market, they're eating up the sim market, security analytics, the APM market. So I think, you know, that's, you look at these case studies of companies who are going from point product to platforms and are steadily able to grow into new tams. You know, to me that's very inspiring. >> I get it. >> Sanjay: That's what I seek to do at our com. >> I get that it's a marathon, but you know, when you're at VMware, weren't you looking at the stock price every day just out of curiosity? I mean listen, you weren't micromanaging it. >> You do, but at the end of the day, and you certainly look at the days of earnings and so on so forth. >> Yeah. >> Because you want to create shareholder value. >> Yeah. >> I'm not saying that you should not but I think in obsession with that, you know, in a short term, >> Going to kill ya. >> Makes you, you know, sort of myopically focused on what may not be the right thing in the long term. Now in the long arc of time, if you're not creating shareholder value... Look at what happened to Steve Bomber. You needed Satya to come in to change things and he's created a lot of value. >> Dave: Yeah, big time. >> But I think in the short term, my comments were really on the quarter to quarter, but over a four a 12 quarter, if companies are growing and creating profitable growth, they're going to get the valuation they deserve. >> Dave: Yeah. >> Do you the... I want to ask you about something Arvind Krishna said in the previous IBM earnings call, that IT is deflationary and therefore it is resistant to the macroeconomic headwinds. So IT spending should actually thrive in a deflation, in a adverse economic climate. Do you think that's true? >> Not all forms of IT. I pay very close attention to surveys from, whether it's the industry analysts or the Morgan Stanleys, or Goldman Sachs. The financial analysts. And I think there's a gluc in certain sectors that will get pulled back. Traditional view is when the economies are growing people spend on the top line, front office stuff, sales, marketing. If you go and look at just the cloud 100 companies, which are the hottest private companies, and maybe with the public market companies, there's way too many companies focused on sales and marketing. Way too many. I think during a downsizing and recession, that's going to probably shrink some, because they were all built for the 2009 to 2021 era, where it was all about the top line. Okay, maybe there's now a proposition for companies who are focused on cost optimization, supply chain visibility. Security's been intangible, that I think is going to continue to an investment. So I tell, listen, if you are a tech investor or if you're an operator, pay attention to CIO priorities. And right now, in our business at Cohesity, part of the reason we've embraced things like ransomware protection, there is a big focus on security. And you know, by intelligently being a management and a security company around data, I do believe we'll continue to be extremely relevant to CIO budgets. There's a ransomware, 20 ransomware attempts every second. So things of that kind make you relevant in a bank. You have to stay relevant to a buying pattern or else you lose momentum. >> But I think what's happening now is actually IT spending's pretty good. I mean, I track this stuff pretty closely. It's just that expectations were so high and now you're seeing earnings estimates come down and so, okay, and then you, yeah, you've got the, you know the inflationary factors and your discounted cash flows but the market's actually pretty good. >> Yeah. >> You know, relative to other downturns that if this is not a... We're not actually not in a downturn. >> Yeah. >> Not yet anyway. It may be. >> There's a valuation there. >> You have to prepare. >> Not sales. >> Yeah, that's right. >> When I was on CNBC, I said "listen, it's a little bit like that story of Joseph. Seven years of feast, seven years of famine." You have to prepare for potentially your worst. And if it's not the worst, you're in good shape. So will it be a recession 2023? Maybe. You know, high interest rates, inflation, war in Russia, Ukraine, maybe things do get bad. But if you belt tightening, if you're focused in operational excellence, if it's not a recession, you're pleasantly surprised. If it is one, you're prepared for it. >> All right. I'm going to put you in the spot and ask you for predictions. Expert analysis on the World Cup. What do you think? Give us the breakdown. (group laughs) >> As my... I wish India was in the World Cup, but you can't get enough Indians at all to play soccer well enough, but we're not, >> You play cricket, though. >> I'm a US man first. I would love to see one of Brazil, or Argentina. And as a Messi person, I don't know if you'll get that, but it would be really special for Messi to lead, to end his career like Maradonna winning a World Cup. I don't know if that'll happen. I'm probably going to go one of the Latin American countries, if the US doesn't make it far enough. But first loyalty to the US team, and then after one of the Latin American countries. >> And you think one of the Latin American countries is best bet to win or? >> I don't know. It's hard to tell. They're all... What happens now at this stage >> So close, right? >> is anybody could win. >> Yeah. You just have lots of shots of gold. I'm a big soccer fan. It could, I mean, I don't know if the US is favored to win, but if they get far enough, you get to the finals, anybody could win. >> I think they get Netherlands next, right? >> That's tough. >> Really tough. >> But... The European teams are good too, but I would like to see US go far enough, and then I'd like to see Latin America with team one of Argentina, or Brazil. That's my prediction. >> I know you're a big Cricket fan. Are you able to follow Cricket the way you like? >> At god unearthly times the night because they're in Australia, right? >> Oh yeah. >> Yeah. >> I watched the T-20 World Cup, select games of it. Yeah, you know, I'm not rapidly following every single game but the World Cup games, I catch you. >> Yeah, it's good. >> It's good. I mean, I love every sport. American football, soccer. >> That's great. >> You get into basketball now, I mean, I hope the Warriors come back strong. Hey, how about the Warriors Celtics? What do we think? We do it again? >> Well- >> This year. >> I'll tell you what- >> As a Boston Celtics- >> I would love that. I actually still, I have to pay off some folks from Palo Alto office with some bets still. We are seeing unprecedented NBA performance this year. >> Yeah. >> It's amazing. You look at the stats, it's like nothing. I know it's early. Like nothing we've ever seen before. So it's exciting. >> Well, always a pleasure talking to you guys. >> Great to have you on. >> Thanks for having me. >> Thank you. Love the expert analysis. >> Sanjay Poonen. Dave Vellante. Keep it right there. re:Invent 2022, day four. We're winding up in Las Vegas. We'll be right back. You're watching theCUBE, the leader in enterprise and emerging tech coverage. (lighthearted soft music)

Published Date : Dec 1 2022

SUMMARY :

When we used to, you know, Yeah. So you wonder, 20 years from now, out to be prophetic. But, you know- I mean, when you think you know, watching from, I feel like this was bigger than 2019 I think it was 60,000 But it feels like it's more active. But you know, let me ask you a question So this is an important, you know, both... I wonder the, you I mean, you have to be a ostrich you know, others that are so But I call it the slingshot economy. I just want to pay, you or announcing, you know, better But so what are you seeing out there? I mean, if you got core, you know, pretty aggressive. I think I shot to a $10 billion, you know, like almost rule of 95. So I think, you know, that's, I seek to do at our com. I mean listen, you and you certainly look Because you want to Now in the long arc of time, on the quarter to quarter, I want to ask you about And you know, by intelligently But I think what's happening now relative to other downturns It may be. But if you belt tightening, to put you in the spot but you can't get enough Indians at all But first loyalty to the US team, It's hard to tell. if the US is favored to win, and then I'd like to see Latin America the way you like? Yeah, you know, I'm not rapidly I mean, I love every sport. I mean, I hope the to pay off some folks You look at the stats, it's like nothing. talking to you guys. Love the expert analysis. in enterprise and emerging tech coverage.

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Sam Nicholls, Veeam | AWS re:Invent 2022


 

(bright music) >> Hello cloud computing friends and welcome back to theCUBE, where we are live from Las Vegas, Nevada, here at AWS re:Invent all week. My name is Savannah Peterson, very excited to be joined by Paul Gillan today. How are you doing? >> I'm doing great, Savannah. It's my first re:Invent. >> I was just going to ask you >> So it's quite an experience. >> If you've ever been to re:Invent. >> It's dazzling much like the sequins on your top. It's dazzling. >> Yes. >> It's a jam packed affair. I came to the COMDEX Conference for many years in Las Vegas, which was huge event and this really rivals it in terms of these crowd sizes. But I think there's more intensity here. There's more excitement. People are just jazzed about being here to the extent that I never saw at other computer conferences. >> I thought I would agree with you. It's my first re:Invent as well. I'm glad we could share this experience together. And the vibe, the pulse, I think being back in person is really contagious as well. Ooh, maybe the wrong word to use, but in a great way. The energy is definitely radiating between people here. I'll watch my words a little bit better. >> And in person we have with us Samuel Nicholls, the director of public cloud at Global Product Marketing at Veeam Software. Sam, is it Sam or Samuel? >> Depends if I'm in trouble, Paul. >> Savannah: But it depends on who's saying it out loud. >> Yeah, yeah. It's typically, Samuel is usually reserved for my mother, so- >> Yeah. >> (laughs) Well, Sam, thanks for joining us. >> We'll stick with Sam on the show. >> Yeah. >> So Veeam been a red hot company for several years. Really made its, uh, its reputation in the VMware world. Now you've got this whole-sail shift to the cloud, not that VMware is not important still, but how is that affecting, you're shifting with it, how is that affecting your role as a product manager and the business overall? >> Yeah, it's a fantastic question. Obviously Veeam was pioneered in terms of being the purpose-built backup and recovery company for VMware. And as these workloads are being transitioned from the data center into the cloud or just net new workloads being created in the cloud, there is that equal need for backup and recovery there. So it's incredibly important that we were able to provide a purpose-built backup and recovery solution for workloads that live in AWS as well. >> Paul: And how different is it backing up an AWS workload compared to a VMware workload? >> I think it depends on what kind of service a user is, is, is utilizing, right? There's infrastructure as a service, platform as a service, software as a service. And given the differences in what is exposed to that customer that can make backup and recovery quite challenging. So I would say that the primary thing that we want to look at is utilizing native snapshots is our first line of defense when it comes to backup and recovery, irrespective of what workload that right might be whether it's a virtual machine, Amazon EC2, some sort of database on Amazon RDS, a file share, so on. >> Savannah: I bet you're seeing a lot across verticals and across the industry given the support that you're giving customers. What are you seeing in the market and in customer environments? What are some of those trends? >> So I think the major trends that we highlight in our data protection trend support, which is a new update is coming very shortly in the new year, is- >> Savannah: We have to check that out. >> Yeah, absolutely. The physical server is on a decline within the data center. Virtualized workloads, namely VMware is relatively static, kind of flat. The real hockey stick is with the cloud workloads. And as I mentioned before, that is partially because workloads are being transitioned from physical to virtual machines to being cloud hosted but also we're creating more applications and the cloud has become lead de facto standard for new workloads. So you hear about cloud first initiatives, digital transformation, the cloud is central to that. >> You mentioned snapshotting, which is a relatively new phenomenon, although it's taken a hold rapidly, how does snapshotting work in the cloud versus in on your on-prem environment? >> Samuel: It's not wildly different at all. I think the snapshots is again, a great first line of defense for helping users achieve very low recovery point objectives. So the frequency that they can protect their data as well as very low recovery time objectives, how quickly that I can recover the data. Because that's why we're backing up, right? We need the ability to recover. However, snapshots certainly have their limitations as well. They are not independent of the workload that is being protected. So if there were to be some sort of cybersecurity event like ransomware that is prolific throughout pretty much every business, every vertical. When that snapshot is not independent, if the production system becomes compromised that snapshot's likely to be compromised as well. And then going back to the recovery piece, not going to have something to recover from. >> And it's not a one and done with ransomware. >> No. >> It's, yeah. So how, so what is the role that backup plays? I mean a lot of people, I feel like security is such a hot topic here in the show and just in general, attacks are coming in unique form factors for everyone. I mean, I feel like backup is, no pun intended, the backbone of a system here. How does that affect what you're creating, I mean? >> Yeah, absolutely. I think, like you say the backup is core to any comprehensive security strategy, right? I think when we talk about security, everyone tends to focus on the preventative, the proactive piece, stopping the bad guys from getting in. However, there is that remediative aspect as well because like you say, ransomware is relentless, right? You, you as a good guy have to pretty much fend off each and every single attack that comes your way. And that can be an infinite number of attacks. We're all human beings, we're fallible, right? And sometimes we can't defend against everything. So having a secure backup strategy is part of that remediative recovery component for a cybersecurity strategy is critical. And that includes things like encryption, immutability, logical separation of data and so forth. >> Paul: We know that ransomware is a scourge on-premises, typically begins with the end users, end user workstation. How does ransomware work in the cloud? And do the cloud providers have adequate protections against ransomware? Or can they? >> Samuel: Yeah, it's a, it's a fantastic question as well. I think when we look at the cloud, one of the common misconceptions is as we transition workloads to the cloud, we are transitioning responsibility to that cloud provider. And again, it's a misconception, right? It is a shared responsibility between the cloud provider in this case, AWS and the user. So as we transition these workloads across varying different services, infrastructure, platform, software as a service, we're always, always transitioning varying degrees of responsibility. But we always own our data and it is our responsibility to protect and secure that data, for the actual infrastructure components, the hardware that is on the onus of the cloud provider, so I'd say that's the major difference. >> Is ransomware as big a threat in the cloud as it is on-prem? >> Absolutely. There's no difference between a ransomware attack on-premises or in the cloud. Irrespective of where you are choosing to run your workloads, you need to have that comprehensive cybersecurity strategy in order to defend against that and ultimately recover as well if there's a successful attempt. >> Yeah, it's, ooh, okay. Let's get us out at the dark shadows real quick (laughs) and bring us back to a little bit of the business use case here. A lot of people using AWS. What do you think are some of the considerations, they should have when they're thinking about this, thinking about growing their (indistinct)? >> Well, if we're going to stick down the dark shadows, the cybersecurity piece. >> We can be the darkness. >> You and me kind of dark shadows business. >> Yeah, yeah. >> We can go rainbows and unicorns, nice and happy if you like. I think there's a number of considerations they need to keep up. Security is, is, is number one. The next piece is around the recovery as well. I think folks, when they, when we talk about backup and recovery, the focus is always on the backup piece of it. But again, we need to focus on why we're doing the backup. It's the recovery, it's the recovery component. So making sure that we have a clean verifiable backup that we're able to restore data from. Can we do that in a, in efficient and timely manner? And I think the other major consideration is looking at the entirety of our environments as well. Very few companies are a hundred percent sole sourced on a single cloud provider. It is typically hybrid cloud. It's around 80% of organizations are hybrid, right? So they have their on-premises data and they also have workloads running in one or multiple clouds. And when it comes to backup and recovery of all of these different infrastructures and environments, the way that we approach it is very different. And that often leads to multiple different point products from multiple different vendors. The average company utilizes three different backup products, sometimes as many as seven and that can introduce a management nightmare that's very complex, very resource intensive, expensive. So looking at the entirety of the environment and looking to utilize a backup provider that can cover the entirety of that environment while centralizing everything under a single management console helps folks be a lot more efficient, a lot more cost effective and ultimately better when it comes to data protection. >> Amazon and all cloud providers really are increasingly making regions transparent. Just at this conference, Amazon introduced failover controls from multiple multi-region access points. So you can, you can failover from one access from one region to another. What kind of challenges does that present to you as a backup provider? >> I don't think it represents any challenges. When we look at the native durability of the cloud, we look at availability zones, we look at multi-region failover. That is, that durability is ultimately founded on, on replication. And I wouldn't say that replication and backup, you would use one or the other. I would say that they are complimentary. So for replication, that is going to help with the failover scenario, that durability component. But then backup again is that independent copy. Because if we look at replication, if let's say the source data were to be compromised by ransomware or there was accidental deletion or corruption, that's simply going to be copied over to the target destination as well. Having that backup as an independent copy, again compliments that strategy as well. >> Paul: You need it in either, in any scenario. >> Samuel: In any scenario. >> I think the average person would probably say that backup is not the most exciting technology aspect of this industry. But, but you guys certainly made, build a great business on it. What excites you about what's coming in backup? What are the new technologies, new advancements that perhaps we haven't seen and productized yet that you think are going to change the game? >> I think actually what we offer right now is the most exciting piece which is just choice flexibility. So Veeam again is synonymous with VMware backup but we cover a multitude of environments including AWS, containerized workloads, Kubernetes physical systems and the mobility pieces is critical because as organizations look to act on their digital transformation, cloud first initiatives, they need to be able to mobilize their workloads across different infrastructures, maybe from on-premises into the cloud, one cloud to another, maybe it's cloud back to on-premises, 'cause we do also see that. That flexibility of choice is what excites me about Veeam because it's ultimately giving the users best in class data protection tool sets without any prescriptive approach from us in terms of where you should be running your workloads. That is the choice that you use. >> Yeah, Veeam is definitely more than VMware. We actually had a chance to chat with you all like KubeCon and CloudNativeCon in Detroit. So we, we've seen the multitude of things that you touch. I want to bring it back to something and something kind of fun because you talked a lot about the community and being able to serve them. It's very clear, actually I shouldn't say this, I shouldn't say it's very clear, but to me it appears clear that community is a big priority for Veeam. I just want to call this out 'cause this was one of the cooler pieces of swag. You all gave out a hundred massage guns. Okay, very hot topic. Hot Christmas gift for 2022. I feel like Vanna White right now. And, but I thought that I was actually really compelled by this because we do a swag segment on theCUBE but it's not just about the objects or getting stuff. It's really about who's looking out for their community and how are they saying thanks. I mean, swag is a brand activation but it's also a thank you and I loved that you were giving out massage guns to the AWS Heroes and Community Builders. >> Yep. >> What role does community play in the culture and the product development at Veeam? >> So community has always been at the heart of Veeam. If you have a look at pretty much every single development across all of our versions, across all of our products it's always did by the community, right? We have a wonderful Veeam forum where we got 400,000 plus users actively providing feedback on the product what they would like to see. And that is ultimately what steers the direction of the product. Of course market trends and technology chain. >> A couple other factors, I'm sure. >> A couple of other factors, but community is huge for us. And the same goes for AWS. So, you know, talking with the AWS Heroes, the Community Builders helps Veeam reach further into that, into that community and the AWS user base and empower those folks with data protection tools and massage guns, when your feet are tired from, you know, being standing on them all day in Vegas. >> (laughs) Yeah, well, I mean, everybody, everybody's working hard and it's nice to say, it's nice to say, thank you. So I love, I love to hear that and it's, it's clear from the breadth of products that you're creating, the ways that you're supporting your customers that you already, they care a lot about community. We have a new challenge on theCUBE this year at AWS re:Invent. Think of it as an Instagram reel of your thought leadership, your hot take on the show, key themes as we look into 2023. What do you think is the most important story or trend or thing going on here at the show? >> I think it's just the continuation of cybersecurity and the importance of backup as a comprehensive cybersecurity strategy. You know, some folks might say that secure backup is your last line of defense. Again, ransomware is relentless. These folks are going to keep coming and even if they're successful, it's not a one and done thing. It's going to happen again and again and again. So, you know, we have a look around the show floor, the presentations there is a huge cybersecurity focus and really just what folks should be doing as their best practice to secure their AWS environments. >> That's awesome. Well, Paul, any final, any final thoughts or questions? >> I just quickly, you've mentioned data security, you mentioned data protection and backup sort of interchangeably but they're not really the same thing, are they? I mean, what businesses do you see Veeam as being here? >> I would say that we are a data protection company because of, yes, there is backup, but there's also the replication component. There's the continuous data protection component where we've got, you know, near-zero RTOs and then we again look at the cybersecurity components of that. What can we do to really protect that data? So I would say that the two are different. Backup is a subset of data protection. >> Sam, thank you so much for being here with us on theCUBE. It's been a super insightful conversation. Hopefully we'll get you back soon and more of the teams, there seem to be celebrities here with us on theCUBE. Paul Gillan, thank you so much for being here with me. >> Pleasure Savannah. >> And I'm glad we get to celebrate our first re:Invent and most importantly, thank you to the audience for tuning in. Without you, we don't get to hang out here in fabulous Las Vegas, Nevada, where we're live from the show floor at AWS re:Invent. My name is Savannah Peterson with Paul Gillan. We're theCUBE and we are the leading source for high-tech coverage. (bright music)

Published Date : Nov 29 2022

SUMMARY :

How are you doing? It's my first re:Invent. to re:Invent. the sequins on your top. I came to the COMDEX Conference And the vibe, the pulse, the director of public cloud on who's saying it out loud. Samuel is usually reserved (laughs) Well, Sam, on the show. the business overall? being created in the cloud, And given the differences and across the industry given the support and the cloud has become We need the ability to recover. And it's not a one the backbone of a system here. on the preventative, And do the cloud providers for the actual infrastructure components, on-premises or in the cloud. of the business use case here. stick down the dark shadows, You and me kind of that can cover the entirety to you as a backup provider? durability of the cloud, we look either, in any scenario. that backup is not the most That is the choice that you use. but it's not just about the of the product. into that community and the AWS user base and it's nice to say, it's and the importance of backup Well, Paul, any final, any at the cybersecurity components of that. and more of the teams, are the leading source

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Ian Colle, AWS | SuperComputing 22


 

(lively music) >> Good morning. Welcome back to theCUBE's coverage at Supercomputing Conference 2022, live here in Dallas. I'm Dave Nicholson with my co-host Paul Gillin. So far so good, Paul? It's been a fascinating morning Three days in, and a fascinating guest, Ian from AWS. Welcome. >> Thanks, Dave. >> What are we going to talk about? Batch computing, HPC. >> We've got a lot, let's get started. Let's dive right in. >> Yeah, we've got a lot to talk about. I mean, first thing is we recently announced our batch support for EKS. EKS is our Kubernetes, managed Kubernetes offering at AWS. And so batch computing is still a large portion of HPC workloads. While the interactive component is growing, the vast majority of systems are just kind of fire and forget, and we want to run thousands and thousands of nodes in parallel. We want to scale out those workloads. And what's unique about our AWS batch offering, is that we can dynamically scale, based upon the queue depth. And so customers can go from seemingly nothing up to thousands of nodes, and while they're executing their work they're only paying for the instances while they're working. And then as the queue depth starts to drop and the number of jobs waiting in the queue starts to drop, then we start to dynamically scale down those resources. And so it's extremely powerful. We see lots of distributed machine learning, autonomous vehicle simulation, and traditional HPC workloads taking advantage of AWS Batch. >> So when you have a Kubernetes cluster does it have to be located in the same region as the HPC cluster that's going to be doing the batch processing, or does the nature of batch processing mean, in theory, you can move something from here to somewhere relatively far away to do the batch processing? How does that work? 'Cause look, we're walking around here and people are talking about lengths of cables in order to improve performance. So what does that look like when you peel back the cover and you look at it physically, not just logically, AWS is everywhere, but physically, what does that look like? >> Oh, physically, for us, it depends on what the customer's looking for. We have workflows that are all entirely within a single region. And so where they could have a portion of say the traditional HPC workflow, is within that region as well as the batch, and they're saving off the results, say to a shared storage file system like our Amazon FSx for Lustre, or maybe aging that back to an S3 object storage for a little lower cost storage solution. Or you can have customers that have a kind of a multi-region orchestration layer to where they say, "You know what? "I've got a portion of my workflow that occurs "over on the other side of the country "and I replicate my data between the East Coast "and the West Coast just based upon business needs. "And I want to have that available to customers over there. "And so I'll do a portion of it in the East Coast "a portion of it in the West Coast." Or you can think of that even globally. It really depends upon the customer's architecture. >> So is the intersection of Kubernetes with HPC, is this relatively new? I know you're saying you're, you're announcing it. >> It really is. I think we've seen a growing perspective. I mean, Kubernetes has been a long time kind of eating everything, right, in the enterprise space? And now a lot of CIOs in the industrial space are saying, "Why am I using one orchestration layer "to manage my HPC infrastructure and another one "to manage my enterprise infrastructure?" And so there's a growing appreciation that, you know what, why don't we just consolidate on one? And so that's where we've seen a growth of Kubernetes infrastructure and our own managed Kubernetes EKS on AWS. >> Last month you announced a general availability of Trainium, of a chip that's optimized for AI training. Talk about what's special about that chip or what is is customized to the training workloads. >> Yeah, what's unique about the Trainium, is you'll you'll see 40% price performance over any other GPU available in the AWS cloud. And so we've really geared it to be that most price performance of options for our customers. And that's what we like about the silicon team, that we're part of that Annaperna acquisition, is because it really has enabled us to have this differentiation and to not just be innovating at the software level but the entire stack. That Annaperna Labs team develops our network cards, they develop our ARM cards, they developed this Trainium chip. And so that silicon innovation has become a core part of our differentiator from other vendors. And what Trainium allows you to do is perform similar workloads, just at a lower price performance. >> And you also have a chip several years older, called Inferentia- >> Um-hmm. >> Which is for inferencing. What is the difference between, I mean, when would a customer use one versus the other? How would you move the workload? >> What we've seen is customers traditionally have looked for a certain class of machine, more of a compute type that is not as accelerated or as heavy as you would need for Trainium for their inference portion of their workload. So when they do that training they want the really beefy machines that can grind through a lot of data. But when you're doing the inference, it's a little lighter weight. And so it's a different class of machine. And so that's why we've got those two different product lines with the Inferentia being there to support those inference portions of their workflow and the Trainium to be that kind of heavy duty training work. >> And then you advise them on how to migrate their workloads from one to the other? And once the model is trained would they switch to an Inferentia-based instance? >> Definitely, definitely. We help them work through what does that design of that workflow look like? And some customers are very comfortable doing self-service and just kind of building it on their own. Other customers look for a more professional services engagement to say like, "Hey, can you come in and help me work "through how I might modify my workflow to "take full advantage of these resources?" >> The HPC world has been somewhat slower than commercial computing to migrate to the cloud because- >> You're very polite. (panelists all laughing) >> Latency issues, they want to control the workload, they want to, I mean there are even issues with moving large amounts of data back and forth. What do you say to them? I mean what's the argument for ditching the on-prem supercomputer and going all-in on AWS? >> Well, I mean, to be fair, I started at AWS five years ago. And I can tell you when I showed up at Supercomputing, even though I'd been part of this community for many years, they said, "What is AWS doing at Supercomputing?" I know you care, wait, it's Amazon Web Services. You care about the web, can you actually handle supercomputing workloads? Now the thing that very few people appreciated is that yes, we could. Even at that time in 2017, we had customers that were performing HPC workloads. Now that being said, there were some real limitations on what we could perform. And over those past five years, as we've grown as a company, we've started to really eliminate those frictions for customers to migrate their HPC workloads to the AWS cloud. When I started in 2017, we didn't have our elastic fabric adapter, our low-latency interconnect. So customers were stuck with standard TCP/IP. So for their highly demanding open MPI workloads, we just didn't have the latencies to support them. So the jobs didn't run as efficiently as they could. We didn't have Amazon FSx for Lustre, our managed lustre offering for high performant, POSIX-compliant file system, which is kind of the key to a large portion of HPC workloads is you have to have a high-performance file system. We didn't even, I mean, we had about 25 gigs of networking when I started. Now you look at, with our accelerated instances, we've got 400 gigs of networking. So we've really continued to grow across that spectrum and to eliminate a lot of those really, frictions to adoption. I mean, one of the key ones, we had a open source toolkit that was jointly developed by Intel and AWS called CFN Cluster that customers were using to even instantiate their clusters. So, and now we've migrated that all the way to a fully functional supported service at AWS called AWS Parallel Cluster. And so you've seen over those past five years we have had to develop, we've had to grow, we've had to earn the trust of these customers and say come run your workloads on us and we will demonstrate that we can meet your demanding requirements. And at the same time, there's been, I'd say, more of a cultural acceptance. People have gone away from the, again, five years ago, to what are you doing walking around the show, to say, "Okay, I'm not sure I get it. "I need to look at it. "I, okay, I, now, oh, it needs to be a part "of my architecture but the standard questions, "is it secure? "Is it price performant? "How does it compare to my on-prem?" And really culturally, a lot of it is, just getting IT administrators used to, we're not eliminating a whole field, right? We're just upskilling the people that used to rack and stack actual hardware, to now you're learning AWS services and how to operate within that environment. And it's still key to have those people that are really supporting these infrastructures. And so I'd say it's a little bit of a combination of cultural shift over the past five years, to see that cloud is a super important part of HPC workloads, and part of it's been us meeting the the market segment of where we needed to with innovating both at the hardware level and at the software level, which we're going to continue to do. >> You do have an on-prem story though. I mean, you have outposts. We don't hear a lot of talk about outposts lately, but these innovations, like Inferentia, like Trainium, like the networking innovation you're talking about, are these going to make their way into outposts as well? Will that essentially become this supercomputing solution for customers who want to stay on-prem? >> Well, we'll see what the future lies, but we believe that we've got the, as you noted, we've got the hardware, we've got the network, we've got the storage. All those put together gives you a a high-performance computer, right? And whether you want it to be redundant in your local data center or you want it to be accessible via APIs from the AWS cloud, we want to provide that service to you. >> So to be clear, that's not that's not available now, but that is something that could be made available? >> Outposts are available right now, that have this the services that you need. >> All these capabilities? >> Often a move to cloud, an impetus behind it comes from the highest levels in an organization. They're looking at the difference between OpEx versus CapEx. CapEx for a large HPC environment, can be very, very, very high. Are these HPC clusters consumed as an operational expense? Are you essentially renting time, and then a fundamental question, are these multi-tenant environments? Or when you're referring to batches being run in HPC, are these dedicated HPC environments for customers who are running batches against them? When you think about batches, you think of, there are times when batches are being run and there are times when they're not being run. So that would sort of conjure, in the imagination, multi-tenancy, what does that look like? >> Definitely, and that's been, let me start with your second part first is- >> Yeah. That's been a a core area within AWS is we do not see as, okay we're going to, we're going to carve out this super computer and then we're going to allocate that to you. We are going to dynamically allocate multi-tenant resources to you to perform the workloads you need. And especially with the batch environment, we're going to spin up containers on those, and then as the workloads complete we're going to turn those resources over to where they can be utilized by other customers. And so that's where the batch computing component really is powerful, because as you say, you're releasing resources from workloads that you're done with. I can use those for another portion of the workflow for other work. >> Okay, so it makes a huge difference, yeah. >> You mentioned, that five years ago, people couldn't quite believe that AWS was at this conference. Now you've got a booth right out in the center of the action. What kind of questions are you getting? What are people telling you? >> Well, I love being on the show floor. This is like my favorite part is talking to customers and hearing one, what do they love, what do they want more of? Two, what do they wish we were doing that we're not currently doing? And three, what are the friction points that are still exist that, like, how can I make their lives easier? And what we're hearing is, "Can you help me migrate my workloads to the cloud? "Can you give me the information that I need, "both from a price for performance, "for an operational support model, "and really help me be an internal advocate "within my environment to explain "how my resources can be operated proficiently "within the AWS cloud." And a lot of times it's, let's just take your application a subset of your applications and let's benchmark 'em. And really that, AWS, one of the key things is we are a data-driven environment. And so when you take that data and you can help a customer say like, "Let's just not look at hypothetical, "at synthetic benchmarks, let's take "actually the LS-DYNA code that you're running, perhaps. "Let's take the OpenFOAM code that you're running, "that you're running currently "in your on-premises workloads, "and let's run it on AWS cloud "and let's see how it performs." And then we can take that back to your to the decision makers and say, okay, here's the price for performance on AWS, here's what we're currently doing on-premises, how do we think about that? And then that also ties into your earlier question about CapEx versus OpEx. We have models where actual, you can capitalize a longer-term purchase at AWS. So it doesn't have to be, I mean, depending upon the accounting models you want to use, we do have a majority of customers that will stay with that OpEx model, and they like that flexibility of saying, "Okay, spend as you go." We need to have true ups, and make sure that they have insight into what they're doing. I think one of the boogeyman is that, oh, I'm going to spend all my money and I'm not going to know what's available. And so we want to provide the, the cost visibility, the cost controls, to where you feel like, as an HPC administrator you have insight into what your customers are doing and that you have control over that. And so once you kind of take away some of those fears and and give them the information that they need, what you start to see too is, you know what, we really didn't have a lot of those cost visibility and controls with our on-premises hardware. And we've had some customers tell us we had one portion of the workload where this work center was spending thousands of dollars a day. And we went back to them and said, "Hey, we started to show this, "what you were spending on-premises." They went, "Oh, I didn't realize that." And so I think that's part of a cultural thing that, at an HPC, the question was, well on-premises is free. How do you compete with free? And so we need to really change that culturally, to where people see there is no free lunch. You're paying for the resources whether it's on-premises or in the cloud. >> Data scientists don't worry about budgets. >> Wait, on-premises is free? Paul mentioned something that reminded me, you said you were here in 2017, people said AWS, web, what are you even doing here? Now in 2022, you're talking in terms of migrating to cloud. Paul mentioned outposts, let's say that a customer says, "Hey, I'd like you to put "in a thousand-node cluster in this data center "that I happen to own, but from my perspective, "I want to interact with it just like it's "in your data center." In other words, the location doesn't matter. My experience is identical to interacting with AWS in an AWS data center, in a CoLo that works with AWS, but instead it's my physical data center. When we're tracking the percentage of IT that's that is on-prem versus off-prem. What is that? Is that, what I just described, is that cloud? And in five years are you no longer going to be talking about migrating to cloud because people go, "What do you mean migrating to cloud? "What do you even talking about? "What difference does it make?" It's either something that AWS is offering or it's something that someone else is offering. Do you think we'll be at that point in five years, where in this world of virtualization and abstraction, you talked about Kubernetes, we should be there already, thinking in terms of it doesn't matter as long as it meets latency and sovereignty requirements. So that, your prediction, we're all about insights and supercomputing- >> My prediction- >> In five years, will you still be talking about migrating to cloud or will that be something from the past? >> In five years, I still think there will be a component. I think the majority of the assumption will be that things are cloud-native and you start in the cloud and that there are perhaps, an aspect of that, that will be interacting with some sort of an edge device or some sort of an on-premises device. And we hear more and more customers that are saying, "Okay, I can see the future, "I can see that I'm shrinking my footprint." And, you can see them still saying, "I'm not sure how small that beachhead will be, "but right now I want to at least say "that I'm going to operate in that hybrid environment." And so I'd say, again, the pace of this community, I'd say five years we're still going to be talking about migrations, but I'd say the vast majority will be a cloud-native, cloud-first environment. And how do you classify that? That outpost sitting in someone's data center? I'd say we'd still, at least I'll leave that up to the analysts, but I think it would probably come down as cloud spend. >> Great place to end. Ian, you and I now officially have a bet. In five years we're going to come back. My contention is, no we're not going to be talking about it anymore. >> Okay. >> And kids in college are going to be like, "What do you mean cloud, it's all IT, it's all IT." And they won't remember this whole phase of moving to cloud and back and forth. With that, join us in five years to see the result of this mega-bet between Ian and Dave. I'm Dave Nicholson with theCUBE, here at Supercomputing Conference 2022, day three of our coverage with my co-host Paul Gillin. Thanks again for joining us. Stay tuned, after this short break, we'll be back with more action. (lively music)

Published Date : Nov 17 2022

SUMMARY :

Welcome back to theCUBE's coverage What are we going to talk about? Let's dive right in. in the queue starts to drop, does it have to be of say the traditional HPC workflow, So is the intersection of Kubernetes And now a lot of CIOs in the to the training workloads. And what Trainium allows you What is the difference between, to be that kind of heavy to say like, "Hey, can you You're very polite. to control the workload, to what are you doing I mean, you have outposts. And whether you want it to be redundant that have this the services that you need. Often a move to cloud, to you to perform the workloads you need. Okay, so it makes a What kind of questions are you getting? the cost controls, to where you feel like, And in five years are you no And so I'd say, again, the not going to be talking of moving to cloud and back and forth.

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Dhabaleswar “DK” Panda, Ohio State State University | SuperComputing 22


 

>>Welcome back to The Cube's coverage of Supercomputing Conference 2022, otherwise known as SC 22 here in Dallas, Texas. This is day three of our coverage, the final day of coverage here on the exhibition floor. I'm Dave Nicholson, and I'm here with my co-host, tech journalist extraordinaire, Paul Gillum. How's it going, >>Paul? Hi, Dave. It's going good. >>And we have a wonderful guest with us this morning, Dr. Panda from the Ohio State University. Welcome Dr. Panda to the Cube. >>Thanks a lot. Thanks a lot to >>Paul. I know you're, you're chopping at >>The bit, you have incredible credentials, over 500 papers published. The, the impact that you've had on HPC is truly remarkable. But I wanted to talk to you specifically about a product project you've been working on for over 20 years now called mva, high Performance Computing platform that's used by more than 32 organ, 3,200 organizations across 90 countries. You've shepherded this from, its, its infancy. What is the vision for what MVA will be and and how is it a proof of concept that others can learn from? >>Yeah, Paul, that's a great question to start with. I mean, I, I started with this conference in 2001. That was the first time I came. It's very coincidental. If you remember the Finman Networking Technology, it was introduced in October of 2000. Okay. So in my group, we were working on NPI for Marinette Quadrics. Those are the old technology, if you can recollect when Finman was there, we were the very first one in the world to really jump in. Nobody knew how to use Infin van in an HPC system. So that's how the Happy Project was born. And in fact, in super computing 2002 on this exhibition floor in Baltimore, we had the first demonstration, the open source happy, actually is running on an eight node infinite van clusters, eight no zeros. And that was a big challenge. But now over the years, I means we have continuously worked with all infinite van vendors, MPI Forum. >>We are a member of the MPI Forum and also all other network interconnect. So we have steadily evolved this project over the last 21 years. I'm very proud of my team members working nonstop, continuously bringing not only performance, but scalability. If you see now INFIN event are being deployed in 8,000, 10,000 node clusters, and many of these clusters actually use our software, stack them rapid. So, so we have done a lot of, like our focuses, like we first do research because we are in academia. We come up with good designs, we publish, and in six to nine months, we actually bring it to the open source version and people can just download and then use it. And that's how currently it's been used by more than 3000 orange in 90 countries. And, but the interesting thing is happening, your second part of the question. Now, as you know, the field is moving into not just hvc, but ai, big data, and we have those support. This is where like we look at the vision for the next 20 years, we want to design this MPI library so that not only HPC but also all other workloads can take advantage of it. >>Oh, we have seen libraries that become a critical develop platform supporting ai, TensorFlow, and, and the pie torch and, and the emergence of, of, of some sort of default languages that are, that are driving the community. How, how important are these frameworks to the, the development of the progress making progress in the HPC world? >>Yeah, no, those are great. I mean, spite our stencil flow, I mean, those are the, the now the bread and butter of deep learning machine learning. Am I right? But the challenge is that people use these frameworks, but continuously models are becoming larger. You need very first turnaround time. So how do you train faster? How do you do influencing faster? So this is where HPC comes in and what exactly what we have done is actually we have linked floor fighters to our happy page because now you see the MPI library is running on a million core system. Now your fighters and tenor four clan also be scaled to to, to those number of, large number of course and gps. So we have actually done that kind of a tight coupling and that helps the research to really take advantage of hpc. >>So if, if a high school student is thinking in terms of interesting computer science, looking for a place, looking for a university, Ohio State University, bruns, world renowned, widely known, but talk about what that looks like from a day on a day to day basis in terms of the opportunity for undergrad and graduate students to participate in, in the kind of work that you do. What is, what does that look like? And is, and is that, and is that a good pitch to for, for people to consider the university? >>Yes. I mean, we continuously, from a university perspective, by the way, the Ohio State University is one of the largest single campus in, in us, one of the top three, top four. We have 65,000 students. Wow. It's one of the very largest campus. And especially within computer science where I am located, high performance computing is a very big focus. And we are one of the, again, the top schools all over the world for high performance computing. And we also have very strength in ai. So we always encourage, like the new students who like to really work on top of the art solutions, get exposed to the concepts, principles, and also practice. Okay. So, so we encourage those people that wish you can really bring you those kind of experience. And many of my past students, staff, they're all in top companies now, have become all big managers. >>How, how long, how long did you say you've been >>At 31 >>Years? 31 years. 31 years. So, so you, you've had people who weren't alive when you were already doing this stuff? That's correct. They then were born. Yes. They then grew up, yes. Went to university graduate school, and now they're on, >>Now they're in many top companies, national labs, all over the universities, all over the world. So they have been trained very well. Well, >>You've, you've touched a lot of lives, sir. >>Yes, thank you. Thank >>You. We've seen really a, a burgeoning of AI specific hardware emerge over the last five years or so. And, and architectures going beyond just CPUs and GPUs, but to Asics and f PGAs and, and accelerators, does this excite you? I mean, are there innovations that you're seeing in this area that you think have, have great promise? >>Yeah, there is a lot of promise. I think every time you see now supercomputing technology, you see there is sometime a big barrier comes barrier jump. Rather I'll say, new technology comes some disruptive technology, then you move to the next level. So that's what we are seeing now. A lot of these AI chips and AI systems are coming up, which takes you to the next level. But the bigger challenge is whether it is cost effective or not, can that be sustained longer? And this is where commodity technology comes in, which commodity technology tries to take you far longer. So we might see like all these likes, Gaudi, a lot of new chips are coming up, can they really bring down the cost? If that cost can be reduced, you will see a much more bigger push for AI solutions, which are cost effective. >>What, what about on the interconnect side of things, obvi, you, you, your, your start sort of coincided with the initial standards for Infin band, you know, Intel was very, very, was really big in that, in that architecture originally. Do you see interconnects like RDMA over converged ethernet playing a part in that sort of democratization or commoditization of things? Yes. Yes. What, what are your thoughts >>There for internet? No, this is a great thing. So, so we saw the infinite man coming. Of course, infinite Man is, commod is available. But then over the years people have been trying to see how those RDMA mechanisms can be used for ethernet. And then Rocky has been born. So Rocky has been also being deployed. But besides these, I mean now you talk about Slingshot, the gray slingshot, it is also an ethernet based systems. And a lot of those RMA principles are actually being used under the hood. Okay. So any modern networks you see, whether it is a Infin and Rocky Links art network, rock board network, you name any of these networks, they are using all the very latest principles. And of course everybody wants to make it commodity. And this is what you see on the, on the slow floor. Everybody's trying to compete against each other to give you the best performance with the lowest cost, and we'll see whoever wins over the years. >>Sort of a macroeconomic question, Japan, the US and China have been leapfrogging each other for a number of years in terms of the fastest supercomputer performance. How important do you think it is for the US to maintain leadership in this area? >>Big, big thing, significantly, right? We are saying that I think for the last five to seven years, I think we lost that lead. But now with the frontier being the number one, starting from the June ranking, I think we are getting that leadership back. And I think it is very critical not only for fundamental research, but for national security trying to really move the US to the leading edge. So I hope us will continue to lead the trend for the next few years until another new system comes out. >>And one of the gating factors, there is a shortage of people with data science skills. Obviously you're doing what you can at the university level. What do you think can change at the secondary school level to prepare students better to, for data science careers? >>Yeah, I mean that is also very important. I mean, we, we always call like a pipeline, you know, that means when PhD levels we are expecting like this even we want to students to get exposed to, to, to many of these concerts from the high school level. And, and things are actually changing. I mean, these days I see a lot of high school students, they, they know Python, how to program in Python, how to program in sea object oriented things. Even they're being exposed to AI at that level. So I think that is a very healthy sign. And in fact we, even from Ohio State side, we are always engaged with all this K to 12 in many different programs and then gradually trying to take them to the next level. And I think we need to accelerate also that in a very significant manner because we need those kind of a workforce. It is not just like a building a system number one, but how do we really utilize it? How do we utilize that science? How do we propagate that to the community? Then we need all these trained personal. So in fact in my group, we are also involved in a lot of cyber training activities for HPC professionals. So in fact, today there is a bar at 1 1 15 I, yeah, I think 1215 to one 15. We'll be talking more about that. >>About education. >>Yeah. Cyber training, how do we do for professionals? So we had a funding together with my co-pi, Dr. Karen Tom Cook from Ohio Super Center. We have a grant from NASA Science Foundation to really educate HPT professionals about cyber infrastructure and ai. Even though they work on some of these things, they don't have the complete knowledge. They don't get the time to, to learn. And the field is moving so fast. So this is how it has been. We got the initial funding, and in fact, the first time we advertised in 24 hours, we got 120 application, 24 hours. We couldn't even take all of them. So, so we are trying to offer that in multiple phases. So, so there is a big need for those kind of training sessions to take place. I also offer a lot of tutorials at all. Different conference. We had a high performance networking tutorial. Here we have a high performance deep learning tutorial, high performance, big data tutorial. So I've been offering tutorials at, even at this conference since 2001. Good. So, >>So in the last 31 years, the Ohio State University, as my friends remind me, it is properly >>Called, >>You've seen the world get a lot smaller. Yes. Because 31 years ago, Ohio, in this, you know, of roughly in the, in the middle of North America and the United States was not as connected as it was to everywhere else in the globe. So that's, that's pro that's, I i it kind of boggles the mind when you think of that progression over 31 years, but globally, and we talk about the world getting smaller, we're sort of in the thick of, of the celebratory seasons where, where many, many groups of people exchange gifts for varieties of reasons. If I were to offer you a holiday gift, that is the result of what AI can deliver the world. Yes. What would that be? What would, what would, what would the first thing be? This is, this is, this is like, it's, it's like the genie, but you only get one wish. >>I know, I know. >>So what would the first one be? >>Yeah, it's very hard to answer one way, but let me bring a little bit different context and I can answer this. I, I talked about the happy project and all, but recently last year actually we got awarded an S f I institute award. It's a 20 million award. I am the overall pi, but there are 14 universities involved. >>And who is that in that institute? >>What does that Oh, the I ici. C e. Okay. I cycle. You can just do I cycle.ai. Okay. And that lies with what exactly what you are trying to do, how to bring lot of AI for masses, democratizing ai. That's what is the overall goal of this, this institute, think of like a, we have three verticals we are working think of like one is digital agriculture. So I'll be, that will be my like the first ways. How do you take HPC and AI to agriculture the world as though we just crossed 8 billion people. Yeah, that's right. We need continuous food and food security. How do we grow food with the lowest cost and with the highest yield? >>Water >>Consumption. Water consumption. Can we minimize or minimize the water consumption or the fertilization? Don't do blindly. Technologies are out there. Like, let's say there is a weak field, A traditional farmer see that, yeah, there is some disease, they will just go and spray pesticides. It is not good for the environment. Now I can fly it drone, get images of the field in the real time, check it against the models, and then it'll tell that, okay, this part of the field has disease. One, this part of the field has disease. Two, I indicate to the, to the tractor or the sprayer saying, okay, spray only pesticide one, you have pesticide two here. That has a big impact. So this is what we are developing in that NSF A I institute I cycle ai. We also have, we have chosen two additional verticals. One is animal ecology, because that is very much related to wildlife conservation, climate change, how do you understand how the animals move? Can we learn from them? And then see how human beings need to act in future. And the third one is the food insecurity and logistics. Smart food distribution. So these are our three broad goals in that institute. How do we develop cyber infrastructure from below? Combining HP c AI security? We have, we have a large team, like as I said, there are 40 PIs there, 60 students. We are a hundred members team. We are working together. So, so that will be my wish. How do we really democratize ai? >>Fantastic. I think that's a great place to wrap the conversation here On day three at Supercomputing conference 2022 on the cube, it was an honor, Dr. Panda working tirelessly at the Ohio State University with his team for 31 years toiling in the field of computer science and the end result, improving the lives of everyone on Earth. That's not a stretch. If you're in high school thinking about a career in computer science, keep that in mind. It isn't just about the bits and the bobs and the speeds and the feeds. It's about serving humanity. Maybe, maybe a little, little, little too profound a statement, I would argue not even close. I'm Dave Nicholson with the Queue, with my cohost Paul Gillin. Thank you again, Dr. Panda. Stay tuned for more coverage from the Cube at Super Compute 2022 coming up shortly. >>Thanks a lot.

Published Date : Nov 17 2022

SUMMARY :

Welcome back to The Cube's coverage of Supercomputing Conference 2022, And we have a wonderful guest with us this morning, Dr. Thanks a lot to But I wanted to talk to you specifically about a product project you've So in my group, we were working on NPI for So we have steadily evolved this project over the last 21 years. that are driving the community. So we have actually done that kind of a tight coupling and that helps the research And is, and is that, and is that a good pitch to for, So, so we encourage those people that wish you can really bring you those kind of experience. you were already doing this stuff? all over the world. Thank this area that you think have, have great promise? I think every time you see now supercomputing technology, with the initial standards for Infin band, you know, Intel was very, very, was really big in that, And this is what you see on the, Sort of a macroeconomic question, Japan, the US and China have been leapfrogging each other for a number the number one, starting from the June ranking, I think we are getting that leadership back. And one of the gating factors, there is a shortage of people with data science skills. And I think we need to accelerate also that in a very significant and in fact, the first time we advertised in 24 hours, we got 120 application, that's pro that's, I i it kind of boggles the mind when you think of that progression over 31 years, I am the overall pi, And that lies with what exactly what you are trying to do, to the tractor or the sprayer saying, okay, spray only pesticide one, you have pesticide two here. I think that's a great place to wrap the conversation here On

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David Schmidt, Dell Technologies and Scott Clark, Intel | SuperComputing 22


 

(techno music intro) >> Welcome back to theCube's coverage of SuperComputing Conference 2022. We are here at day three covering the amazing events that are occurring here. I'm Dave Nicholson, with my co-host Paul Gillin. How's it goin', Paul? >> Fine, Dave. Winding down here, but still plenty of action. >> Interesting stuff. We got a full day of coverage, and we're having really, really interesting conversations. We sort of wrapped things up at Supercomputing 22 here in Dallas. I've got two very special guests with me, Scott from Intel and David from Dell, to talk about yeah supercomputing, but guess what? We've got some really cool stuff coming up after this whole thing wraps. So not all of the holiday gifts have been unwrapped yet, kids. Welcome gentlemen. >> Thanks so much for having us. >> Thanks for having us. >> So, let's start with you, David. First of all, explain the relationship in general between Dell and Intel. >> Sure, so obviously Intel's been an outstanding partner. We built some great solutions over the years. I think the market reflects that. Our customers tell us that. The feedback's strong. The products you see out here this week at Supercompute, you know, put that on display for everybody to see. And then as we think about AI in machine learning, there's so many different directions we need to go to help our customers deliver AI outcomes. Right, so we recognize that AI has kind of spread outside of just the confines of everything we've seen here this week. And now we've got really accessible AI use cases that we can explain to friends and family. We can talk about going into retail environments and how AI is being used to track inventory, to monitor traffic, et cetera. But really what that means to us as a bunch of hardware folks is we have to deliver the right platforms and the right designs for a variety of environments, both inside and outside the data center. And so if you look at our portfolio, we have some great products here this week, but we also have other platforms, like the XR4000, our shortest rack server ever that's designed to go into Edge environments, but is also built for those Edge AI use cases that supports GPUs. It supports AI on the CPU as well. And so there's a lot of really compelling platforms that we're starting to talk about, have already been talking about, and it's going to really enable our customers to deliver AI in a variety of ways. >> You mentioned AI on the CPU. Maybe this is a question for Scott. What does that mean, AI on the CPU? >> Well, as David was talking about, we're just seeing this explosion of different use cases. And some of those on the Edge, some of them in the Cloud, some of them on Prem. But within those individual deployments, there's often different ways that you can do AI, whether that's training or inference. And what we're seeing is a lot of times the memory locality matters quite a bit. You don't want to have to pay necessarily a cost going across the PCI express bus, especially with some of our newer products like the CPU Max series, where you can have a huge about of high bandwidth memory just sitting right on the CPU. Things that traditionally would have been accelerator only, can now live on a CPU, and that includes both on the inference side. We're seeing some really great things with images, where you might have a giant medical image that you need to be able to do extremely high resolution inference on or even text, where you might have a huge corpus of extremely sparse text that you need to be able to randomly sample very efficiently. >> So how are these needs influencing the evolution of Intel CPU architectures? >> So, we're talking to our customers. We're talking to our partners. This presents both an opportunity, but also a challenge with all of these different places that you can put these great products, as well as applications. And so we're very thoughtfully trying to go to the market, see where their needs are, and then meet those needs. This industry obviously has a lot of great players in it, and it's no longer the case that if you build it, they will come. So what we're doing is we're finding where are those choke points, how can we have that biggest difference? Sometimes there's generational leaps, and I know David can speak to this, can be huge from one system to the next just because everything's accelerated on the software side, the hardware side, and the platforms themselves. >> That's right, and we're really excited about that leap. If you take what Scott just described, we've been writing white papers, our team with Scott's team, we've been talking about those types of use cases using doing large image analysis and leveraging system memory, leveraging the CPU to do that, we've been talking about that for several generations now. Right, going back to Cascade Lake, going back to what we would call 14th generation power Edge. And so now as we prepare and continue to unveil, kind of we're in launch season, right, you and I were talking about how we're in launch season. As we continue to unveil and launch more products, the performance improvements are just going to be outstanding and we'll continue that evolution that Scott described. >> Yeah, I'd like to applaud Dell just for a moment for its restraint. Because I know you could've come in and taken all of the space in the convention center to show everything that you do. >> Would have loved to. >> In the HPC space. Now, worst kept secrets on earth at this point. Vying for number one place is the fact that there is a new Mission Impossible movie coming. And there's also new stuff coming from Intel. I know, I think allegedly we're getting close. What can you share with us on that front? And I appreciate it if you can't share a ton of specifics, but where are we going? David just alluded to it. >> Yeah, as David talked about, we've been working on some of these things for many years. And it's just, this momentum is continuing to build, both in respect to some of our hardware investments. We've unveiled some things both here, both on the CPU side and the accelerator side, but also on the software side. OneAPI is gathering more and more traction and the ecosystem is continuing to blossom. Some of our AI and HPC workloads, and the combination thereof, are becoming more and more viable, as well as displacing traditional approaches to some of these problems. And it's this type of thing where it's not linear. It all builds on itself. And we've seen some of these investments that we've made for a better half of a decade starting to bear fruit, but that's, it's not just a one time thing. It's just going to continue to roll out, and we're going to be seeing more and more of this. >> So I want to follow up on something that you mentioned. I don't know if you've ever heard that the Charlie Brown saying that sometimes the most discouraging thing can be to have immense potential. Because between Dell and Intel, you offer so many different versions of things from a fit for function perspective. As a practical matter, how do you work with customers, and maybe this is a question for you, David. How do you work with customers to figure out what the right fit is? >> I'll give you a great example. Just this week, customer conversations, and we can put it in terms of kilowatts to rack, right. How many kilowatts are you delivering at a rack level inside your data center? I've had an answer anywhere from five all the way up to 90. There's some that have been a bit higher that probably don't want to talk about those cases, kind of customers we're meeting with very privately. But the range is really, really large, right, and there's a variety of environments. Customers might be ready for liquid today. They may not be ready for it. They may want to maximize air cooling. Those are the conversations, and then of course it all maps back to the workloads they wish to enable. AI is an extremely overloaded term. We don't have enough time to talk about all the different things that tuck under that umbrella, but the workloads and the outcomes they wish to enable, we have the right solutions. And then we take it a step further by considering where they are today, where they need to go. And I just love that five to 90 example of not every customer has an identical cookie cutter environment, so we've got to have the right platforms, the right solutions, for the right workloads, for the right environments. >> So, I like to dive in on this power issue, to give people who are watching an idea. Because we say five kilowatts, 90 kilowatts, people are like, oh wow, hmm, what does that mean? 90 kilowatts is more than 100 horse power if you want to translate it over. It's a massive amount of power, so if you think of EV terms. You know, five kilowatts is about a hairdryer's around a kilowatt, 1,000 watts, right. But the point is, 90 kilowatts in a rack, that's insane. That's absolutely insane. The heat that that generates has got to be insane, and so it's important. >> Several houses in the size of a closet. >> Exactly, exactly. Yeah, in a rack I explain to people, you know, it's like a refrigerator. But, so in the arena of thermals, I mean is that something during the development of next gen architectures, is that something that's been taken into consideration? Or is it just a race to die size? >> Well, you definitely have to take thermals into account, as well as just the power of consumption themselves. I mean, people are looking at their total cost of ownership. They're looking at sustainability. And at the end of the day, they need to solve a problem. There's many paths up that mountain, and it's about choosing that right path. We've talked about this before, having extremely thoughtful partners, we're just not going to common-torily try every single solution. We're going to try to find the ones that fit that right mold for that customer. And we're seeing more and more people, excuse me, care about this, more and more people wanting to say, how do I do this in the most sustainable way? How do I do this in the most reliable way, given maybe different fluctuations in their power consumption or their power pricing? We're developing more software tools and obviously partnering with great partners to make sure we do this in the most thoughtful way possible. >> Intel put a lot of, made a big investment by buying Habana Labs for its acceleration technology. They're based in Israel. You're based on the west coast. How are you coordinating with them? How will the Habana technology work its way into more mainstream Intel products? And how would Dell integrate those into your servers? >> Good question. I guess I can kick this off. So Habana is part of the Intel family now. They've been integrated in. It's been a great journey with them, as some of their products have launched on AWS, and they've had some very good wins on MLPerf and things like that. I think it's about finding the right tool for the job, right. Not every problem is a nail, so you need more than just a hammer. And so we have the Xeon series, which is incredibly flexible, can do so many different things. It's what we've come to know and love. On the other end of the spectrum, we obviously have some of these more deep learning focused accelerators. And if that's your problem, then you can solve that problem in incredibly efficient ways. The accelerators themselves are somewhere in the middle, so you get that kind of Goldilocks zone of flexibility and power. And depending on your use case, depending on what you know your workloads are going to be day in and day out, one of these solutions might work better for you. A combination might work better for you. Hybrid compute starts to become really interesting. Maybe you have something that you need 24/7, but then you only need a burst to certain things. There's a lot of different options out there. >> The portfolio approach. >> Exactly. >> And then what I love about the work that Scott's team is doing, customers have told us this week in our meetings, they do not want to spend developer's time porting code from one stack to the next. They want that flexibility of choice. Everyone does. We want it in our lives, in our every day lives. They need that flexibility of choice, but they also, there's an opportunity cost when their developers have to choose to port some code over from one stack to another or spend time improving algorithms and doing things that actually generate, you know, meaningful outcomes for their business or their research. And so if they are, you know, desperately searching I would say for that solution and for help in that area, and that's what we're working to enable soon. >> And this is what I love about oneAPI, our software stack, it's open first, heterogeneous first. You can take SYCL code, it can run on competitor's hardware. It can run on Intel hardware. It's one of these things that you have to believe long term, the future is open. Wall gardens, the walls eventually crumble. And we're just trying to continue to invest in that ecosystem to make sure that the in-developer at the end of the day really gets what they need to do, which is solving their business problem, not tinkering with our drivers. >> Yeah, I actually saw an interesting announcement that I hadn't been tracking. I hadn't been tracking this area. Chiplets, and the idea of an open standard where competitors of Intel from a silicone perspective can have their chips integrated via a universal standard. And basically you had the top three silicone vendors saying, yeah, absolutely, let's work together. Cats and dogs. >> Exactly, but at the end of the day, it's whatever menagerie solves the problem. >> Right, right, exactly. And of course Dell can solve it from any angle. >> Yeah, we need strong partners to build the platforms to actually do it. At the end of the day, silicone without software is just sand. Sand with silicone is poorly written prose. But without an actual platform to put it on, it's nothing, it's a box that sits in the corner. >> David, you mentioned that 90% of power age servers now support GPUs. So how is this high-performing, the growth of high performance computing, the demand, influencing the evolution of your server architecture? >> Great question, a couple of ways. You know, I would say 90% of our platforms support GPUs. 100% of our platforms support AI use cases. And it goes back to the CPU compute stack. As we look at how we deliver different form factors for customers, we go back to that range, I said that power range this week of how do we enable the right air coolant solutions? How do we deliver the right liquid cooling solutions, so that wherever the customer is in their environment, and whatever footprint they have, we're ready to meet it? That's something you'll see as we go into kind of the second half of launch season and continue rolling out products. You're going to see some very compelling solutions, not just in air cooling, but liquid cooling as well. >> You want to be more specific? >> We can't unveil everything at Supercompute. We have a lot of great stuff coming up here in the next few months, so. >> It's kind of like being at a great restaurant when they offer you dessert, and you're like yeah, dessert would be great, but I just can't take anymore. >> It's a multi course meal. >> At this point. Well, as we wrap, I've got one more question for each of you. Same question for each of you. When you think about high performance computing, super computing, all of the things that you're doing in your partnership, driving artificial intelligence, at that tip of the spear, what kind of insights are you looking forward to us being able to gain from this technology? In other words, what cool thing, what do you think is cool out there from an AI perspective? What problem do you think we can solve in the near future? What problems would you like to solve? What gets you out of bed in the morning? Cause it's not the little, it's not the bits and the bobs and the speeds and the feats, it's what we're going to do with them, so what do you think, David? >> I'll give you an example. And I think, I saw some of my colleagues talk about this earlier in the week, but for me what we could do in the past two years to unable our customers in a quarantine pandemic environment, we were delivering platforms and solutions to help them do their jobs, help them carry on in their lives. And that's just one example, and if I were to map that forward, it's about enabling that human progress. And it's, you know, you ask a 20 year version of me 20 years ago, you know, if you could imagine some of these things, I don't know what kind of answer you would get. And so mapping forward next decade, next two decades, I can go back to that example of hey, we did great things in the past couple of years to enable our customers. Just imagine what we're going to be able to do going forward to enable that human progress. You know, there's great use cases, there's great image analysis. We talked about some. The images that Scott was referring to had to do with taking CAT scan images and being able to scan them for tumors and other things in the healthcare industry. That is stuff that feels good when you get out of bed in the morning, to know that you're enabling that type of progress. >> Scott, quick thoughts? >> Yeah, and I'll echo that. It's not one specific use case, but it's really this wave front of all of these use cases, from the very micro of developing the next drug to finding the next battery technology, all the way up to the macro of trying to have an impact on climate change or even the origins of the universe itself. All of these fields are seeing these massive gains, both from the software, the hardware, the platforms that we're bringing to bear to these problems. And at the end of the day, humanity is going to be fundamentally transformed by the computation that we're launching and working on today. >> Fantastic, fantastic. Thank you, gentlemen. You heard it hear first, Intel and Dell just committed to solving the secrets of the universe by New Years Eve 2023. >> Well, next Supercompute, let's give us a little time. >> The next Supercompute Convention. >> Yeah, next year. >> Yeah, SC 2023, we'll come back and see what problems have been solved. You heard it hear first on theCube, folks. By SC 23, Dell and Intel are going to reveal the secrets of the universe. From here, at SC 22, I'd like to thank you for joining our conversation. I'm Dave Nicholson, with my co-host Paul Gillin. Stay tuned to theCube's coverage of Supercomputing Conference 22. We'll be back after a short break. (techno music)

Published Date : Nov 17 2022

SUMMARY :

covering the amazing events Winding down here, but So not all of the holiday gifts First of all, explain the and the right designs for What does that mean, AI on the CPU? that you need to be able to and it's no longer the case leveraging the CPU to do that, all of the space in the convention center And I appreciate it if you and the ecosystem is something that you mentioned. And I just love that five to 90 example But the point is, 90 kilowatts to people, you know, And at the end of the day, You're based on the west coast. So Habana is part of the Intel family now. and for help in that area, in that ecosystem to make Chiplets, and the idea of an open standard Exactly, but at the end of the day, And of course Dell can that sits in the corner. the growth of high performance And it goes back to the CPU compute stack. in the next few months, so. when they offer you dessert, and the speeds and the feats, in the morning, to know And at the end of the day, of the universe by New Years Eve 2023. Well, next Supercompute, From here, at SC 22, I'd like to thank you

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Brian Payne, Dell Technologies and Raghu Nambiar, AMD | SuperComputing 22


 

(upbeat music) >> We're back at SC22 SuperComputing Conference in Dallas. My name's Paul Gillan, my co-host, John Furrier, SiliconANGLE founder. And huge exhibit floor here. So much activity, so much going on in HPC, and much of it around the chips from AMD, which has been on a roll lately. And in partnership with Dell, our guests are Brian Payne, Dell Technologies, VP of Product Management for ISG mid-range technical solutions, and Raghu Nambiar, corporate vice president of data system, data center ecosystem, and application engineering, that's quite a mouthful, at AMD, And gentlemen, welcome. Thank you. >> Thanks for having us. >> This has been an evolving relationship between you two companies, obviously a growing one, and something Dell was part of the big general rollout, AMD's new chip set last week. Talk about how that relationship has evolved over the last five years. >> Yeah, sure. Well, so it goes back to the advent of the EPIC architecture. So we were there from the beginning, partnering well before the launch five years ago, thinking about, "Hey how can we come up with a way to solve customer problems? address workloads in unique ways?" And that was kind of the origin of the relationship. We came out with some really disruptive and capable platforms. And then it continues, it's continued till then, all the way to the launch of last week, where we've introduced four of the most capable platforms we've ever had in the PowerEdge portfolio. >> Yeah, I'm really excited about the partnership with the Dell. As Brian said, we have been partnering very closely for last five years since we introduced the first generation of EPIC. So we collaborate on, you know, system design, validation, performance benchmarks, and more importantly on software optimizations and solutions to offer out of the box experience to our customers. Whether it is HPC or databases, big data analytics or AI. >> You know, you guys have been on theCUBE, you guys are veterans 2012, 2014 back in the day. So much has changed over the years. Raghu, you were on the founding chair of the TPC for AI. We've talked about the different iterations of power service. So much has changed. Why the focus on these workloads now? What's the inflection point that we're seeing here at SuperComputing? It feels like we've been in this, you know run the ball, get, gain a yard, move the chains, you know, but we feel, I feel like there's a moment where the there's going to be an unleashing of innovation around new use cases. Where's the workloads? Why the performance? What are some of those use cases right now that are front and center? >> Yeah, I mean if you look at today, the enterprise ecosystem has become extremely complex, okay? People are running traditional workloads like Relational Database Management Systems, also new generation of workloads with the AI and HPC and actually like AI actually HPC augmented with some of the AI technologies. So what customers are looking for is, as I said, out of the box experience, or time to value is extremely critical. Unlike in the past, you know, people, the customers don't have the time and resources to run months long of POCs, okay? So that's one idea that we are focusing, you know, working closely with Dell to give out of the box experience. Again, you know, the enterprise applicate ecosystem is, you know, really becoming complex and the, you know, as you mentioned, some of the industry standard benchmark is designed to give the fair comparison of performance, and price performance for the, our end customers. And you know, Brian and my team has been working closely to demonstrate our joint capabilities in the AI space with, in a set of TPCx-AI benchmark cards last week it was the major highlight of our launch last week. >> Brian, you got showing the demo in the booth at Dell here. Not demo, the product, it's available. What are you seeing for your use cases that customers are kind of rallying around now, and what are they doubling down on. >> Yeah, you know, I, so Raghu I think teed it up well. The really data is the currency of business and all organizations today. And that's what's pushing people to figure out, hey, both traditional workloads as well as new workloads. So we've got in the traditional workload space, you still have ERP systems like SAP, et cetera, and we've announced world records there, a hundred plus percent improvements in our single socket system, 70% and dual. We actually posted a 40% advantage over the best Genoa result just this week. So, I mean, we're excited about that in the traditional space. But what's exciting, like why are we here? Why, why are people thinking about HPC and AI? It's about how do we make use of that data, that data being the currency and how do we push in that space? So Raghu mentioned the TPC AI benchmark. We launched, or we announced in collaboration you talk about how do we work together, nine world records in that space. In one case it's a 3x improvement over prior generations. So the workloads that people care about is like how can I process this data more effectively? How can I store it and secure it more effectively? And ultimately, how do I make decisions about where we're going, whether it's a scientific breakthrough, or a commercial application. That's what's really driving the use cases and the demand from our customers today. >> I think one of the interesting trends we've seen over the last couple of years is a resurgence in interest in task specific hardware around AI. In fact venture capital companies invested a $1.8 billion last year in AI hardware startups. I wonder, and these companies are not doing CPUs necessarily, or GPUs, they're doing accelerators, FPGAs, ASICs. But you have to be looking at that activity and what these companies are doing. What are you taking away from that? How does that affect your own product development plans? Both on the chip side and on the system side? >> I think the future of computing is going to be heterogeneous. Okay. I mean a CPU solving certain type of problems like general purpose computing databases big data analytics, GPU solving, you know, problems in AI and visualization and DPUs and FPGA's accelerators solving you know, offloading, you know, some of the tasks from the CPU and providing realtime performance. And of course, you know, the, the software optimizes are going to be critical to stitch everything together, whether it is HPC or AI or other workloads. You know, again, as I said, heterogeneous computing is going to be the future. >> And, and for us as a platform provider, the heterogeneous, you know, solutions mean we have to design systems that are capable of supporting that. So if as you think about the compute power whether it's a GPU or a CPU, continuing to push the envelope in terms of, you know, to do the computations, power consumption, things like that. How do we design a system that can be, you know, incredibly efficient, and also be able to support the scaling, you know, to solve those complex problems. So that gets into challenges around, you know, both liquid cooling, but also making the most out of air cooling. And so we're seeing not only are we we driving up you know, the capability of these systems, we're actually improving the energy efficiency. And those, the most recent systems that we launched around the CPU, which is still kind of at the heart of everything today, you know, are seeing 50% improvement, you know, gen to gen in terms of performance per watt capabilities. So it's, it's about like how do we package these systems in effective ways and make sure that our customers can get, you know, the advertised benefits, so to speak, of the new chip technologies. >> Yeah. To add to that, you know, performance, scalability total cost of ownership, these are the key considerations, but now energy efficiency has become more important than ever, you know, our commitment to sustainability. This is one of the thing that we have demonstrated last week was with our new generation of EPIC Genoa based systems, we can do a one five to one consolidation, significantly reducing the energy requirement. >> Power's huge costs are going up. It's a global issue. >> Raghu: Yeah, it is. >> How do you squeeze more performance too out of it at the same time, I mean, smaller, faster, cheaper. Paul, you wrote a story about, you know, this weekend about hardware and AI making hardware so much more important. You got more power requirements, you got the sustainability, but you need more horsepower, more compute. What's different in the architecture if you guys could share like today versus years ago, what's different in as these generations step function value increases? >> So one of the major drivers from the processor perspective is if you look at the latest generation of processors, the five nanometer technology, bringing efficiency and density. So we are able to pack 96 processor cores, you know, in a two socket system, we are talking about 196 processor cores. And of course, you know, other enhancements like IPC uplift, bringing DDR5 to the market PC (indistinct) for the market, offering overall, you know, performance uplift of more than 2.5x for certain workloads. And of course, you know, significantly reducing the power footprint. >> Also, I was just going to cut, I mean, architecturally speaking, you know, then how do we take the 96 cores and surround it, deliver a balanced ecosystem to make sure that we can get the, the IO out of the system, and make sure we've got the right data storage. So I mean, you'll see 60% improvements and total storage in the system. I think in 2012 we're talking about 10 gig ethernet. Well, you know, now we're on to 100 and 400 on the forefront. So it's like how do we keep up with this increased power, by having, or computing capabilities both offload and core computing and make sure we've got a system that can deliver the desired (indistinct). >> So the little things like the bus, the PCI cards, the NICs, the connectors have to be rethought through. Is that what you're getting at? >> Yeah, absolutely. >> Paul: And the GPUs, which are huge power consumers. >> Yeah, absolutely. So I mean, cooling, we introduce, and we call it smart cooling is a part of our latest generation of servers. I mean, the thermal design inside of a server is a is a complex, you know, complex system, right? And doing that efficiently because of course fans consume power. So I mean, yeah, those are the kind of considerations that we have to put through to make sure that you're not either throttling performance because you don't have you know, keeping the chips at the right temperature. And, and you know, ultimately when you do that, you're hurting the productivity of the investment. So I mean, it's, it's our responsibility to put our thoughts and deliver those systems that are (indistinct) >> You mention data too, if you bring in the data, one of the big discussions going into the big Amazon show coming up, re:Invent is egress costs. Right, So now you've got compute and how you design data latency you know, processing. It's not just contained in a machine. You got to think about outside that machine talking to other machines. Is there an intelligent (chuckles) network developing? I mean, what's the future look like? >> Well, I mean, this is a, is an area that, that's, you know, it's fun and, you know, Dell's in a unique position to work on this problem, right? We have 70% of the mission housed, 70% of the mission critical data that exists in the world. How do we bring that closer to compute? How do we deliver system level solutions? So server compute, so recently we announced innovations around NVMe over Fabrics. So now you've got the NVMe technology and the SAN. How do we connect that more efficiently across the servers? Those are the kinds, and then guide our customers to make use of that. Those are the kinds of challenges that we're trying to unlock the value of the data by making sure we're (indistinct). >> There are a lot of lessons learned from, you know, classic HPC and some of the, you know big data analytics. Like, you know, Hadoops of the world, you know, you know distributor processing for crunching a large amount of amount of data. >> With the growth of the cloud, you see, you know, some pundits saying that data centers will become obsolete in five years, and everything's going to move to the cloud. Obviously data center market that's still growing, and is projected to continue to grow. But what's the argument for captive hardware, for owning a data center these days when the cloud offers such convenience and allegedly cost benefit? >> I would say the reality is that we're, and I think the industry at large has acknowledged this, that we're living in a multicloud world and multicloud methods are going to be necessary to you know, to solve problems and compete. And so, I mean, you know, in some cases, whether it's security or latency, you know, there's a push to have things in your own data center. And then of course growth at the edge, right? I mean, that's, that's really turning, you know, things on their head, if you will, getting data closer to where it's being generated. And so I would say we're going to live in this edge cloud, you know, and core data center environment with multi, you know, different cloud providers providing solutions and services where it makes sense, and it's incumbent on us to figure out how do we stitch together that data platform, that data layer, and help customers, you know, synthesize this data to, to generate, you know, the results they need. >> You know, one of the things I want to get into on the cloud you mentioned that Paul, is that we see the rise of graph databases. And so is that on the radar for the AI? Because a lot of more graph data is being brought in, the database market's incredibly robust. It's one of the key areas that people want performance out of. And as cloud native becomes the modern application development, a lot more infrastructure as code's happening, which means that the internet and the networks and the process should be programmable. So graph database has been one of those things. Have you guys done any work there? What's some data there you can share on that? >> Yeah, actually, you know, we have worked closely with a company called TigerGraph, there in the graph database space. And we have done a couple of case studies, one on the healthcare side, and the other one on the financial side for fraud detection. Yeah, I think they have a, this is an emerging area, and we are able to demonstrate industry leading performance for graph databases. Very excited about it. >> Yeah, it's interesting. It brings up the vertical versus horizontal applications. Where is the AI HPC kind of shining? Is it like horizontal and vertical solutions or what's, what's your vision there. >> Yeah, well, I mean, so this is a case where I'm also a user. So I own our analytics platform internally. We actually, we have a chat box for our product development organization to figure out, hey, what trends are going on with the systems that we sell, whether it's how they're being consumed or what we've sold. And we actually use graph database technology in order to power that chat box. So I'm actually in a position where I'm like, I want to get these new systems into our environment so we can deliver. >> Paul: Graphs under underlie most machine learning models. >> Yeah, Yeah. >> So we could talk about, so much to talk about in this space, so little time. And unfortunately we're out of that. So fascinating discussion. Brian Payne, Dell Technologies, Raghu Nambiar, AMD. Congratulations on the successful launch of your new chip set and the growth of, in your relationship over these past years. Thanks so much for being with us here on theCUBE. >> Super. >> Thank you much. >> It's great to be back. >> We'll be right back from SuperComputing 22 in Dallas. (upbeat music)

Published Date : Nov 16 2022

SUMMARY :

and much of it around the chips from AMD, over the last five years. in the PowerEdge portfolio. you know, system design, So much has changed over the years. Unlike in the past, you know, demo in the booth at Dell here. Yeah, you know, I, so and on the system side? And of course, you know, the heterogeneous, you know, This is one of the thing that we It's a global issue. What's different in the And of course, you know, other Well, you know, now the connectors have to Paul: And the GPUs, which And, and you know, you know, processing. is an area that, that's, you know, the world, you know, you know With the growth of the And so, I mean, you know, in some cases, on the cloud you mentioned that Paul, Yeah, actually, you know, Where is the AI HPC kind of shining? And we actually use graph Paul: Graphs under underlie Congratulations on the successful launch SuperComputing 22 in Dallas.

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Breaking Analysis: Snowflake caught in the storm clouds


 

>> From the CUBE Studios in Palo Alto in Boston, bringing you data driven insights from the Cube and ETR. This is Breaking Analysis with Dave Vellante. >> A better than expected earnings report in late August got people excited about Snowflake again, but the negative sentiment in the market is weighed heavily on virtually all growth tech stocks and Snowflake is no exception. As we've stressed many times the company's management is on a long term mission to dramatically simplify the way organizations use data. Snowflake is tapping into a multi hundred billion dollar total available market and continues to grow at a rapid pace. In our view, Snowflake is embarking on its third major wave of innovation data apps, while its first and second waves are still bearing significant fruit. Now for short term traders focused on the next 90 or 180 days, that probably doesn't matter. But those taking a longer view are asking, "Should we still be optimistic about the future of this high flyer or is it just another over hyped tech play?" Hello and welcome to this week's Wiki Bond Cube Insights powered by ETR. Snowflake's Quarter just ended. And in this breaking analysis we take a look at the most recent survey data from ETR to see what clues and nuggets we can extract to predict the near term future in the long term outlook for Snowflake which is going to announce its earnings at the end of this month. Okay, so you know the story. If you've been investor in Snowflake this year, it's been painful. We said at IPO, "If you really want to own this stock on day one, just hold your nose and buy it." But like most IPOs we said there will be likely a better entry point in the future, and not surprisingly that's been the case. Snowflake IPOed a price of 120, which you couldn't touch on day one unless you got into a friends and family Delio. And if you did, you're still up 5% or so. So congratulations. But at one point last year you were up well over 200%. That's been the nature of this volatile stock, and I certainly can't help you with the timing of the market. But longer term Snowflake is targeting 10 billion in revenue for fiscal year 2028. A big number. Is it achievable? Is it big enough? Tell you what, let's come back to that. Now shorter term, our expert trader and breaking analysis contributor Chip Simonton said he got out of the stock a while ago after having taken a shot at what turned out to be a bear market rally. He pointed out that the stock had been bouncing around the 150 level for the last few months and broke that to the downside last Friday. So he'd expect 150 is where the stock is going to find resistance on the way back up, but there's no sign of support right now. He said maybe at 120, which was the July low and of course the IPO price that we just talked about. Now, perhaps earnings will be a catalyst, when Snowflake announces on November 30th, but until the mentality toward growth tech changes, nothing's likely to change dramatically according to Simonton. So now that we have that out of the way, let's take a look at the spending data for Snowflake in the ETR survey. Here's a chart that shows the time series breakdown of snowflake's net score going back to the October, 2021 survey. Now at that time, Snowflake's net score stood at a robust 77%. And remember, net score is a measure of spending velocity. It's a proprietary network, and ETR derives it from a quarterly survey of IT buyers and asks the respondents, "Are you adopting the platform new? Are you spending 6% or more? Is you're spending flat? Is you're spending down 6% or worse? Or are you leaving the platform decommissioning?" You subtract the percent of customers that are spending less or churning from those that are spending more and adopting or adopting and you get a net score. And that's expressed as a percentage of customers responding. In this chart we show Snowflake's in out of the total survey which ranges... The total survey ranges between 1,200 and 1,400 each quarter. And the very last column... Oh sorry, very last row, we show the number of Snowflake respondents that are coming in the survey from the Fortune 500 and the Global 2000. Those are two very important Snowflake constituencies. Now what this data tells us is that Snowflake exited 2021 with very strong momentum in a net score of 82%, which is off the charts and it was actually accelerating from the previous survey. Now by April that sentiment had flipped and Snowflake came down to earth with a 68% net score. Still highly elevated relative to its peers, but meaningfully down. Why was that? Because we saw a drop in new ads and an increase in flat spend. Then into the July and most recent October surveys, you saw a significant drop in the percentage of customers that were spending more. Now, notably, the percentage of customers who are contemplating adding the platform is actually staying pretty strong, but it is off a bit this past survey. And combined with a slight uptick in planned churn, net score is now down to 60%. That uptick from 0% and 1% and then 3%, it's still small, but that net score at 60% is still 20 percentage points higher than our highly elevated benchmark of 40% as you recall from listening to earlier breaking analysis. That 40% range is we consider a milestone. Anything above that is actually quite strong. But again, Snowflake is down and coming back to churn, while 3% churn is very low, in previous quarters we've seen Snowflake 0% or 1% decommissions. Now the last thing to note in this chart is the meaningful uptick in survey respondents that are citing, they're using the Snowflake platform. That's up to 212 in the survey. So look, it's hard to imagine that Snowflake doesn't feel the softening in the market like everyone else. Snowflake is guiding for around 60% growth in product revenue against the tough compare from a year ago with a 2% operating margin. So like every company, the reaction of the street is going to come down to how accurate or conservative the guide is from their CFO. Now, earlier this year, Snowflake acquired a company called Streamlit for around $800 million. Streamlit is an open source Python library and it makes it easier to build data apps with machine learning, obviously a huge trend. And like Snowflake, generally its focus is on simplifying the complex, in this case making data science easier to integrate into data apps that business people can use. So we were excited this summer in the July ETR survey to see that they added some nice data and pick on Streamlit, which we're showing here in comparison to Snowflake's core business on the left hand side. That's the data warehousing, the Streamlit pieces on the right hand side. And we show again net score over time from the previous survey for Snowflake's core database and data warehouse offering again on the left as compared to a Streamlit on the right. Snowflake's core product had 194 responses in the October, 22 survey, Streamlit had an end of 73, which is up from 52 in the July survey. So significant uptick of people responding that they're doing business in adopting Streamlit. That was pretty impressive to us. And it's hard to see, but the net scores stayed pretty constant for Streamlit at 51%. It was 52% I think in the previous quarter, well over that magic 40% mark. But when you blend it with Snowflake, it does sort of bring things down a little bit. Now there are two key points here. One is that the acquisition seems to have gained exposure right out of the gate as evidenced by the large number of responses. And two, the spending momentum. Again while it's lower than Snowflake overall, and when you blend it with Snowflake it does pull it down, it's very healthy and steady. Now let's do a little pure comparison with some of our favorite names in this space. This chart shows net score or spending velocity in the Y-axis, an overlap or presence, pervasiveness if you will, in the data set on the X-axis. That red dotted line again is that 40% highly elevated net score that we like to talk about. And that table inserted informs us as to how the companies are plotted, where the dots set up, the net score, the ins. And we're comparing a number of database players, although just a caution, Oracle includes all of Oracle including its apps. But we just put it in there for reference because it is the leader in database. Right off the bat, Snowflake jumps out with a net score of 64%. The 60% from the earlier chart, again included Streamlit. So you can see its core database, data warehouse business actually is higher than the total company average that we showed you before 'cause the Streamlit is blended in. So when you separate it out, Streamlit is right on top of data bricks. Isn't that ironic? Only Snowflake and Databricks in this selection of names are above the 40% level. You see Mongo and Couchbase, they know they're solid and Teradata cloud actually showing pretty well compared to some of the earlier survey results. Now let's isolate on the database data platform sector and see how that shapes up. And for this analysis, same XY dimensions, we've added the big giants, AWS and Microsoft and Google. And notice that those three plus Snowflake are just at or above the 40% line. Snowflake continues to lead by a significant margin in spending momentum and it keeps creeping to the right. That's that end that we talked about earlier. Now here's an interesting tidbit. Snowflake is often asked, and I've asked them myself many times, "How are you faring relative to AWS, Microsoft and Google, these big whales with Redshift and Synapse and Big Query?" And Snowflake has been telling folks that 80% of its business comes from AWS. And when Microsoft heard that, they said, "Whoa, wait a minute, Snowflake, let's partner up." 'Cause Microsoft is smart, and they understand that the market is enormous. And if they could do better with Snowflake, one, they may steal some business from AWS. And two, even if Snowflake is winning against some of the Microsoft database products, if it wins on Azure, Microsoft is going to sell more compute and more storage, more AI tools, more other stuff to these customers. Now AWS is really aggressive from a partnering standpoint with Snowflake. They're openly negotiating, not openly, but they're negotiating better prices. They're realizing that when it comes to data, the cheaper that you make the offering, the more people are going to consume. At scale economies and operating leverage are really powerful things at volume that kick in. Now Microsoft, they're coming along, they obviously get it, but Google is seemingly resistant to that type of go to market partnership. Rather than lean into Snowflake as a great partner Google's field force is kind of fighting fashion. Google itself at Cloud next heavily messaged what they call the open data cloud, which is a direct rip off of Snowflake. So what can we say about Google? They continue to be kind of behind the curve when it comes to go to market. Now just a brief aside on the competitive posture. I've seen Slootman, Frank Slootman, CEO of Snowflake in action with his prior companies and how he depositioned the competition. At Data Domain, he eviscerated a company called Avamar with their, what he called their expensive and slow post process architecture. I think he actually called it garbage, if I recall at one conference I heard him speak at. And that sort of destroyed BMC when he was at ServiceNow, kind of positioning them as the equivalent of the department of motor vehicles. And so it's interesting to hear how Snowflake openly talks about the data platforms of AWS, Microsoft, Google, and data bricks. I'll give you this sort of short bumper sticker. Redshift is just an on-prem database that AWS morphed to the cloud, which by the way is kind of true. They actually did a brilliant job of it, but it's basically a fact. Microsoft Excel, a collection of legacy databases, which also kind of morphed to run in the cloud. And even Big Query, which is considered cloud native by many if not most, is being positioned by Snowflake as originally an on-prem database to support Google's ad business, maybe. And data bricks is for those people smart enough to get it to Berkeley that love complexity. And now Snowflake doesn't, they don't mention Berkeley as far as I know. That's my addition. But you get the point. And the interesting thing about Databricks and Snowflake is a while ago in the cube I said that there was a new workload type emerging around data where you have AWS cloud, Snowflake obviously for the cloud database and Databricks data for the data science and EML, you bring those things together and there's this new workload emerging that's going to be very powerful in the future. And it's interesting to see now the aspirations of all three of these platforms are colliding. That's quite a dynamic, especially when you see both Snowflake and Databricks putting venture money and getting their hooks into the loyalties of the same companies like DBT labs and Calibra. Anyway, Snowflake's posture is that we are the pioneer in cloud native data warehouse, data sharing and now data apps. And our platform is designed for business people that want simplicity. The other guys, yes, they're formidable, but we Snowflake have an architectural lead and of course we run in multiple clouds. So it's pretty strong positioning or depositioning, you have to admit. Now I'm not sure I agree with the big query knockoffs completely. I think that's a bit of a stretch, but snowflake, as we see in the ETR survey data is winning. So in thinking about the longer term future, let's talk about what's different with Snowflake, where it's headed and what the opportunities are for the company. Snowflake put itself on the map by focusing on simplifying data analytics. What's interesting about that is the company's founders are as you probably know from Oracle. And rather than focusing on transactional data, which is Oracle's sweet spot, the stuff they worked on when they were at Oracle, the founder said, "We're going to go somewhere else. We're going to attack the data warehousing problem and the data analytics problem." And they completely re-imagined the database and how it could be applied to solve those challenges and reimagine what was possible if you had virtually unlimited compute and storage capacity. And of course Snowflake became famous for separating the compute from storage and being able to completely shut down compute so you didn't have to pay for it when you're not using it. And the ability to have multiple clusters hit the same data without making endless copies and a consumption/cloud pricing model. And then of course everyone on the planet realized, "Wow, that's a pretty good idea." Every venture capitalist in Silicon Valley has been funding companies to copy that move. And that today has pretty much become mainstream in table stakes. But I would argue that Snowflake not only had the lead, but when you look at how others are approaching this problem, it's not necessarily as clean and as elegant. Some of the startups, the early startups I think get it and maybe had an advantage of starting later, which can be a disadvantage too. But AWS is a good example of what I'm saying here. Is its version of separating compute from storage was an afterthought and it's good, it's... Given what they had it was actually quite clever and customers like it, but it's more of a, "Okay, we're going to tier to storage to lower cost, we're going to sort of dial down the compute not completely, we're not going to shut it off, we're going to minimize the compute required." It's really not true as separation is like for instance Snowflake has. But having said that, we're talking about competitors with lots of resources and cohort offerings. And so I don't want to make this necessarily all about the product, but all things being equal architecture matters, okay? So that's the cloud S-curve, the first one we're showing. Snowflake's still on that S-curve, and in and of itself it's got legs, but it's not what's going to power the company to 10 billion. The next S-curve we denote is the multi-cloud in the middle. And now while 80% of Snowflake's revenue is AWS, Microsoft is ramping up and Google, well, we'll see. But the interesting part of that curve is data sharing, and this idea of data clean rooms. I mean it really should be called the data sharing curve, but I have my reasons for calling it multi-cloud. And this is all about network effects and data gravity, and you're seeing this play out today, especially in industries like financial services and healthcare and government that are highly regulated verticals where folks are super paranoid about compliance. There not going to share data if they're going to get sued for it, if they're going to be in the front page of the Wall Street Journal for some kind of privacy breach. And what Snowflake has done is said, "Put all the data in our cloud." Now, of course now that triggers a lot of people because it's a walled garden, okay? It is. That's the trade off. It's not the Wild West, it's not Windows, it's Mac, it's more controlled. But the idea is that as different parts of the organization or even partners begin to share data that they need, it's got to be governed, it's got to be secure, it's got to be compliant, it's got to be trusted. So Snowflake introduced the idea of, they call these things stable edges. I think that's the term that they use. And they track a metric around stable edges. And so a stable edge, or think of it as a persistent edge is an ongoing relationship between two parties that last for some period of time, more than a month. It's not just a one shot deal, one a done type of, "Oh guys shared it for a day, done." It sent you an FTP, it's done. No, it's got to have trajectory over time. Four weeks or six weeks or some period of time that's meaningful. And that metric is growing. Now I think sort of a different metric that they track. I think around 20% of Snowflake customers are actively sharing data today and then they track the number of those edge relationships that exist. So that's something that's unique. Because again, most data sharing is all about making copies of data. That's great for storage companies, it's bad for auditors, and it's bad for compliance officers. And that trend is just starting out, that middle S-curve, it's going to kind of hit the base of that steep part of the S-curve and it's going to have legs through this decade we think. And then finally the third wave that we show here is what we call super cloud. That's why I called it multi-cloud before, so it could invoke super cloud. The idea that you've built a PAS layer that is purpose built for a specific objective, and in this case it's building data apps that are cloud native, shareable and governed. And is a long-term trend that's going to take some time to develop. I mean, application development platforms can take five to 10 years to mature and gain significant adoption, but this one's unique. This is a critical play for Snowflake. If it's going to compete with the big cloud players, it has to have an app development framework like Snowpark. It has to accommodate new data types like transactional data. That's why it announced this thing called UniStore last June, Snowflake a summit. And the pattern that's forming here is Snowflake is building layer upon layer with its architecture at the core. It's not currently anyway, it's not going out and saying, "All right, we're going to buy a company that's got to another billion dollars in revenue and that's how we're going to get to 10 billion." So it's not buying its way into new markets through revenue. It's actually buying smaller companies that can complement Snowflake and that it can turn into revenue for growth that fit in to the data cloud. Now as to the 10 billion by fiscal year 28, is that achievable? That's the question. Yeah, I think so. Would the momentum resources go to market product and management prowess that Snowflake has? Yes, it's definitely achievable. And one could argue to $10 billion is too conservative. Indeed, Snowflake CFO, Mike Scarpelli will fully admit his forecaster built on existing offerings. He's not including revenue as I understand it from all the new stuff that's in the pipeline because he doesn't know what it's going to look like. He doesn't know what the adoption is going to look like. He doesn't have data on that adoption, not just yet anyway. And now of course things can change quite dramatically. It's possible that is forecast for existing businesses don't materialize or competition picks them off or a company like Databricks actually is able in the longer term replicate the functionality of Snowflake with open source technologies, which would be a very competitive source of innovation. But in our view, there's plenty of room for growth, the market is enormous and the real key is, can and will Snowflake deliver on the promises of simplifying data? Of course we've heard this before from data warehouse, the data mars and data legs and master data management and ETLs and data movers and data copiers and Hadoop and a raft of technologies that have not lived up to expectations. And we've also, by the way, seen some tremendous successes in the software business with the likes of ServiceNow and Salesforce. So will Snowflake be the next great software name and hit that 10 billion magic mark? I think so. Let's reconnect in 2028 and see. Okay, we'll leave it there today. I want to thank Chip Simonton for his input to today's episode. Thanks to Alex Myerson who's on production and manages the podcast. Ken Schiffman as well. Kristin Martin and Cheryl Knight help get the word out on social media and in our newsletters. And Rob Hove is our Editor in Chief over at Silicon Angle. He does some great editing for us. Check it out for all the news. Remember all these episodes are available as podcasts. Wherever you listen, just search Breaking Analysis podcast. I publish each week on wikibon.com and siliconangle.com. Or you can email me to get in touch David.vallante@siliconangle.com. DM me @dvellante or comment on our LinkedIn post. And please do check out etr.ai, they've got the best survey data in the enterprise tech business. This is Dave Vellante for the CUBE Insights, powered by ETR. Thanks for watching, thanks for listening and we'll see you next time on breaking analysis. (upbeat music)

Published Date : Nov 10 2022

SUMMARY :

insights from the Cube and ETR. And the ability to have multiple

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Stephen Chin, JFrog | KubeCon + CloudNativeCon NA 2022


 

>>Good afternoon, brilliant humans, and welcome back to the Cube. We're live in Detroit, Michigan at Cub Con, and I'm joined by John Furrier. John three exciting days buzzing. How you doing? >>That's great. I mean, we're coming down to the third day. We're keeping the energy going, but this segment's gonna be awesome. The CD foundation's doing amazing work. Developers are gonna be running businesses and workflows are changing. Productivity's the top conversation, and you're gonna start to see a coalescing of the communities who are continuous delivery, and it's gonna be awesome. >>And, and our next guess is an outstanding person to talk about this. We are joined by Stephen Chin, the chair of the CD Foundation. Steven, thanks so much for being here. >>No, no, my pleasure. I mean, this has been an amazing week quote that CubeCon with all of the announcements, all of the people who came out here to Detroit and, you know, fantastic. Like just walking around, you bump into all the right people here. Plus we held a CD summit zero day events, and had a lot of really exciting announcements this week. >>Gotta love the shirt. I gotta say, it's one of my favorites. Love the logos. Love the love the branding. That project got traction. What's the news in the CD foundation? I tried to sneak in the back. I got a little laid into your co-located event. It was packed. Everyone's engaged. It was really looked, look really cool. Give us the update. >>What's the news? Yeah, I know. So we, we had a really, really powerful event. All the key practitioners, the open source leads and folks were there. And one of, one of the things which I think we've done a really good job in the past six months with the CD foundation is getting back to the roots and focusing on technical innovation, right? This is what drives foundations, having strong projects, having people who are building innovation, and also bringing in a new innovation. So one of the projects which we added to the CD foundation this week is called Persia. So it's a, it's a decentralized package repository for getting open source libraries. And it solves a lot of the problems which you get when you have centralized infrastructure. You don't have the right security certificates, you don't have the right verification libraries. And these, these are all things which large companies provision and build out inside of their infrastructure. But the open source communities don't have the benefit of the same sort of really, really strong architecture. A lot of, a lot of the systems we depend upon. It's >>A good point, yeah. >>Yeah. I mean, if you think about the systems that developers depend upon, we depend upon, you know, npm, ruby Gems, Mayn Central, and these systems been around for a while. Like they serve the community well, right? They're, they're well supported by the companies and it's, it's, it's really a great contribution that they give us. But every time there's an outage or there's a security issue, guess, guess how many security issues that our, our research team found at npm? Just ballpark. >>74. >>So there're >>It's gotta be thousands. I mean, it's gotta be a lot of tons >>Of Yeah, >>They, they're currently up to 60,000 >>Whoa. >>Vulnerable, malicious packages in NPM and >>Oh my gosh. So that's a super, that's a jar number even. I know it was gonna be huge, but Holy mo. >>Yeah. So that's a software supply chain in actually right there. So that's, that's open source. Everything's out there. What's, how do, how does, how do you guys fix that? >>Yeah, so per peria kind of shifts the whole model. So when, when you think about a system that can be sustained, it has to be something which, which is not just one company. It has to be a, a, a set of companies, be vendor neutral and be decentralized. So that's why we donated it to the Continuous Delivery Foundation. So that can be that governance body, which, which makes sure it's not a single company, it is to use modern technologies. So you, you, you just need something which is immutable, so it can't be changed. So you can rely on it. It has to have a strong transaction ledger so you can see all of the history of it. You can build up your software, build materials off of it, and it, it has to have a strong peer-to-peer architecture, so it can be sustained long term. >>Steven, you mentioned something I want to just get back to. You mentioned outages and disruption. I, you didn't, you didn't say just the outages, but this whole disruption angle is interesting if something happens. Talk about the impact of the developer. They stalled, inefficiencies create basically disruption. >>No, I mean, if, if, so, so if you think about most DevOps teams in big companies, they support hundreds or thousands of teams and an hour of outage. All those developers, they, they can't program, they can't work. And that's, that's a huge loss of productivity for the company. Now, if you, if you take that up a level when MPM goes down for an hour, how many millions of man hours are wasted by not being able to get your builds working by not being able to get your codes to compile. Like it's, it's >>Like, yeah, I mean, it's almost hard to fathom. I mean, everyone's, It's stopped. Exactly. It's literally like having the plug pulled >>Exactly on whenever you're working on, That's, that's the fundamental problem we're trying to solve. Is it, it needs to be on a, like a well supported, well architected peer to peer network with some strong backing from big companies. So the company is working on Persia, include J Frog, which who I work for, Docker, Oracle. We have Deploy hub, Huawei, a whole bunch of other folks who are also helping out. And when you look at all of those folks, they all have different interests, but it's designed in a way where no single party has control over the network. So really it's, it's a system system. You, you're not relying upon one company or one logo. You're relying upon a well-architected open source implementation that everyone can rely >>On. That's shared software, but it's kind of a fault tolerant feature too. It's like, okay, if something happens here, you have a distributed piece of it, decentralized, you're not gonna go down. You can remediate. All right, so where's this go next? I mean, cuz we've been talking about the role of developer. This needs to be a modern, I won't say modern upgrade, but like a modern workflow or value chain. What's your vision? How do you see that? Cuz you're the center of the CD foundation coming together. People are gonna be coalescing multiple groups. Yeah. >>What's the, No, I think this is a good point. So there, there's a, a lot of different continuous delivery, continuous integration technologies. We're actually, from a Linux Foundation standpoint, we're coalescing all the continued delivery events into one big conference >>Next. You just made an announcement about this earlier this week. Tell us about CD events. What's going on, what's in, what's in the cooker? >>Yeah, and I think one of the big announcements we had was the 0.1 release of CD events. And CD events allows you to take all these systems and connect them in an event scalable, event oriented architecture. The first integration is between Tecton and Capin. So now you can get CD events flowing cleanly between your, your continuous delivery and your observability. And this extends through your entire DevOps pipeline. We all, we all need a standards based framework Yep. For how we get all the disparate continuous integration, continuous delivery, observability systems to, to work together. That's also high performance. It scales with our needs and it, it kind of gives you a future architecture to build on top of. So a lot of the companies I was talking with at the CD summit Yeah. They were very excited about not only using this with the projects we announced, but using this internally as an architecture to build their own DevOps pipelines on. >>I bet that feels good to hear. >>Yeah, absolutely. Yeah. >>Yeah. You mentioned Teton, they just graduated. I saw how many projects have graduated? >>So we have two graduated projects right now. We have Jenkins, which is the first graduated project. Now Tecton is also graduated. And I think this shows that for Tecton it was, it was time, the very mature project, great support, getting a lot of users and having them join the set of graduated projects. And the continuous delivery foundation is a really strong portfolio. And we have a bunch of other projects which also are on their way towards graduation. >>Feels like a moment of social proof I bet. >>For you all. Yeah, yeah. Yeah. No, it's really good. Yeah. >>How long has the CD Foundation been around? >>The CD foundation has been around for, i, I won't wanna say the exact number of years, a few years now. >>Okay. >>But I, I think that it, it was formed because what we wanted is we wanted a foundation which was purpose built. So CNCF is a great foundation. It has a very large umbrella of projects and it takes kind of that big umbrella approach where a lot of different efforts are joining it, a lot of things are happening and you can get good traction, but it produces its own bottlenecks in process. Having a foundation which is just about continuous delivery caters to more of a DevOps, professional DevOps audience. I think this, this gives a good platform for best practices. We're working on a new CDF best practices Yeah. Guide. We're working when use cases with all the member companies. And it, it gives that thought leadership platform for continuous delivery, which you need to be an expert in that area >>And the best practices too. And to identify the issues. Because at the end of the day, with the big thing that's coming out of this is velocity and more developers coming on board. I mean, this is the big thing. More people doing more. Yeah. Well yeah, I mean you take this open source continuous thunder away, you have more developers coming in, they be more productive and then people are gonna even either on the DevOps side or on the straight AP upside. And this is gonna be a huge issue. And the other thing that comes out that I wanna get your thoughts on is the supply chain issue you talked about is hot verifications and certifications of code is such big issue. Can you share your thoughts on that? Because Yeah, this is become, I won't say a business model for some companies, but it's also becoming critical for security that codes verified. >>Yeah. Okay. So I, I think one of, one of the things which we're specifically doing with the Peria project, which is unique, is rather than distributing, for example, libraries that you developed on your laptop and compiled there, or maybe they were built on, you know, a runner somewhere like Travis CI or GitHub actions, all the libraries being distributed on Persia are built by the authorized nodes in the network. And then they're, they're verified across all of the authorized nodes. So you nice, you have a, a gar, the basic guarantee we're giving you is when you download something from the Peria network, you'll get exactly the same binary as if you built it yourself from source. >>So there's a lot of trust >>And, and transparency. Yeah, exactly. And if you remember back to like kind of the seminal project, which kicked off this whole supply chain security like, like whirlwind it was SolarWinds. Yeah. Yeah. And the exact problem they hit was the build ran, it produced a result, they modified the code of the bill of the resulting binary and then they signed it. So if you built with the same source and then you went through that same process a second time, you would've gotten a different result, which was a malicious pre right. Yeah. And it's very hard to risk take, to take a binary file Yep. And determine if there's malicious code in it. Cuz it's not like source code. You can't inspect it, you can't do a code audit. It's totally different. So I think we're solving a key part of this with Persia, where you're freeing open source projects from the possibility of having their binaries, their packages, their end reduces, tampered with. And also upstream from this, you do want to have verification of prs, people doing code reviews, making sure that they're looking at the source code. And I think there's a lot of good efforts going on in the open source security foundation. So I'm also on the governing board of Open ssf >>To Do you sleep? You have three jobs you've said on camera? No, I can't even imagine. Yeah. Didn't >>You just spin that out from this open source security? Is that the new one they >>Spun out? Yeah, So the Open Source Security foundation is one of the new Linux Foundation projects. They, they have been around for a couple years, but they did a big reboot last year around this time. And I think what they really did a good job of now is bringing all the industry players to the table, having dialogue with government agencies, figuring out like, what do we need to do to support open source projects? Is it more investment in memory, safe languages? Do we need to have more investment in, in code audits or like security reviews of opensource projects. Lot of things. And all of those things require money investments. And that's what all the companies, including Jay Frogger doing to advance open source supply chain security. I >>Mean, it's, it's really kind of interesting to watch some different demographics of the developers and the vendors and the customers. On one hand, if you're a hardware person company, you have, you talk zero trust your software, your top trust, so your trusted code, and you got zero trust. It's interesting, depending on where you're coming from, they're all trying to achieve the same thing. It means zero trust. Makes sense. But then also I got code, I I want trust. Trust and verified. So security is in everything now. So code. So how do you see that traversing over? Is it just semantics or what's your view on that? >>The, the right way of looking at security is from the standpoint of the hacker, because they're always looking for >>Well said, very well said, New >>Loop, hope, new loopholes, new exploits. And they're, they're very, very smart people. And I think when you, when you look some >>Of the smartest >>Yeah, yeah, yeah. I, I, I work with, well former hackers now, security researchers, >>They converted, they're >>Recruited. But when you look at them, there's like two main classes of like, like types of exploits. So some, some attacker groups. What they're looking for is they're looking for pulse zero days, CVEs, like existing vulnerabilities that they can exploit to break into systems. But there's an increasing number of attackers who are now on the opposite end of the spectrum. And what they're doing is they're creating their own exploits. So, oh, they're for example, putting malicious code into open source projects. Little >>Trojan horse status. Yeah. >>They're they're getting their little Trojan horses in. Yeah. Or they're finding supply chain attacks by maybe uploading a malicious library to NPM or to pii. And by creating these attacks, especially ones that start at the top of the supply chain, you have such a large reach. >>I was just gonna say, it could be a whole, almost gives me chills as we're talking about it, the systemic, So this is this >>Gnarly nation state attackers, like people who wanted serious >>Damages. Engineered hack just said they're high, highly funded. Highly skilled. Exactly. Highly agile, highly focused. >>Yes. >>Teams, team. Not in the teams. >>Yeah. And so, so one, one example of this, which actually netted quite a lot of money for the, for the hacker who exposed it was, you guys probably heard about this, but it was a, an attack where they uploaded a malicious library to npm with the same exact namespace as a corporate library and clever, >>Creepy. >>It's called a dependency injection attack. And what happens is if you, if you don't have the right sort of security package management guidelines inside your company, and it's just looking for the latest version of merging multiple repositories as like a, like a single view. A lot of companies were accidentally picking up the latest version, which was out in npm uploaded by Alex Spearson was the one who did the, the attack. And he simultaneously reported bug bounties on like a dozen different companies and netted 130 k. Wow. So like these sort of attacks that they're real Yep. They're exploitable. And the, the hackers >>Complex >>Are finding these sort of attacks now in our supply chain are the ones who really are the most dangerous. That's the biggest threat to us. >>Yeah. And we have stacker ones out there. You got a bunch of other services, the white hat hackers get the bounties. That's really important. All right. What's next? What's your vision of this show as we end Coan? What's the most important story coming outta Coan in your opinion? And what are you guys doing next? >>Well, I, I actually think this is, this is probably not what most hooks would say is the most exciting story to con, but I find this personally the best is >>I can't wait for this now. >>So, on, on Sunday, the CNCF ran the first kids' day. >>Oh. >>And so they had a, a free kids workshop for, you know, underprivileged kids for >>About, That's >>Detroit area. It was, it was taught by some of the folks from the CNCF community. So Arro, Eric hen my, my older daughter, Cassandra's also an instructor. So she also was teaching a raspberry pie workshop. >>Amazing. And she's >>Here and Yeah, Yeah. She's also here at the show. And when you think about it, you know, there's always, there's, there's, you know, hundreds of announcements this week, A lot of exciting technologies, some of which we've talked about. Yeah. But it's, it's really what matters is the community. >>It this is a community first event >>And the people, and like, if we're giving back to the community and helping Detroit's kids to get better at technology, to get educated, I think that it's a worthwhile for all of us to be here. >>What a beautiful way to close it. That is such, I'm so glad you brought that up and brought that to our attention. I wasn't aware of that. Did you know that was >>Happening, John? No, I know about that. Yeah. No, that was, And that's next generation too. And what we need, we need to get down into the elementary schools. We gotta get to the kids. They're all doing robotics club anyway in high school. Computer science is now, now a >>Sport, in my opinion. Well, I think that if you're in a privileged community, though, I don't think that every school's doing robotics. And >>That's why Well, Cal Poly, Cal Poly and the universities are stepping up and I think CNCF leadership is amazing here. And we need more of it. I mean, I'm, I'm bullish on this. I love it. And I think that's a really great story. No, >>I, I am. Absolutely. And, and it just goes to show how committed CNF is to community, Putting community first and Detroit. There has been such a celebration of Detroit this whole week. Stephen, thank you so much for joining us on the show. Best Wishes with the CD Foundation. John, thanks for the banter as always. And thank you for tuning in to us here live on the cube in Detroit, Michigan. I'm Savannah Peterson and we are having the best day. I hope you are too.

Published Date : Oct 28 2022

SUMMARY :

How you doing? We're keeping the energy going, but this segment's gonna be awesome. the chair of the CD Foundation. of the announcements, all of the people who came out here to Detroit and, you know, What's the news in the CD foundation? You don't have the right security certificates, you don't have the right verification libraries. you know, npm, ruby Gems, Mayn Central, I mean, it's gotta be a lot of tons So that's a super, that's a jar number even. What's, how do, how does, how do you guys fix that? It has to have a strong transaction ledger so you can see all of the history of it. Talk about the impact of the developer. No, I mean, if, if, so, so if you think about most DevOps teams It's literally like having the plug pulled And when you look at all of those folks, they all have different interests, you have a distributed piece of it, decentralized, you're not gonna go down. What's the, No, I think this is a good point. What's going on, what's in, what's in the cooker? And CD events allows you to take all these systems and connect them Yeah. I saw how many projects have graduated? And the continuous delivery foundation is a really strong portfolio. For you all. The CD foundation has been around for, i, I won't wanna say the exact number of years, it gives that thought leadership platform for continuous delivery, which you need to be an expert in And the other thing that comes out that I wanna get your thoughts on is So you nice, you have a, a gar, the basic guarantee And the exact problem they hit was the build ran, To Do you sleep? And I think what they really did a good job of now is bringing all the industry players to So how do you see that traversing over? And I think when you, when you look some Yeah, yeah, yeah. But when you look at them, there's like two main classes of like, like types Yeah. the supply chain, you have such a large reach. Engineered hack just said they're high, highly funded. Not in the teams. the same exact namespace as a corporate library the latest version, which was out in npm uploaded by Alex Spearson That's the biggest threat to us. And what are you guys doing next? the CNCF community. And she's And when you think about it, And the people, and like, if we're giving back to the community and helping Detroit's kids to get better That is such, I'm so glad you brought that up and brought that to our attention. into the elementary schools. And And I think that's a really great story. And thank you for tuning in to us here live

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Thijs Ebbers & Arno Vonk, ING | KubeCon + CloudNativeCon NA 2022


 

>>Good morning, brilliant humans. Good afternoon or good evening, depending on your time zone. My name is Savannah Peterson and I'm here live with the Cube. We are at CubeCon in Detroit, Michigan. And joining me is my beautiful co-host, Lisa, how you feeling? Afternoon of day three. >>Afternoon day three. We've had such great conversations. We have's been fantastic. The momentum has just been going like this. I love it. >>Yes. You know, sometimes we feel a little low when we're at the end of a conference. Not today. Don't feel that that way at all, which is very exciting. Just like the guests that we have up for you next. Kind of an unexpected player when we think about technology. However, since every company, one of the themes is every company is trying to be a software company. I love that we're talking to I n G. Joining us today is Ty Evers and Arno vk. Welcome to the show gentlemen. Thank >>You very much. Glad to be you. Thank you. >>Yes, it's wonderful. All the way in from Amsterdam. Probably some of the farthest flying folks here for this adventure. Starting off. I forgot what's going on with the shirts guys. You match very well. Tell, tell everyone. >>Well these are our VR code shirts. VR code is basically the player of our company to get people interested as an IT person in banking. Right? Actually, people don't think banking is a good place to work as an IT professional, but actually this, and we are using the OC went with these nice logos to get it attention. >>I love that. So let's actually, let's just talk about that for a second. Why is it such an exciting role to be working in technology at a company like I N G or traditional bank? >>I N G is a challenging environment. That's how do you make an engineer happy, basically give them a problem to solve. So we have lots and lots of problems to solve. So that makes it challenging. But yeah, also rewarding. And you can say a lot of things about banks and with looking at the IT perspective, we are doing amazing things in I and that's what we talked about. Can >>You, can you tell us any of those amazing things or are they secrets? >>Think we talked about last Tuesday at S shift commons conference. Yeah, so we had two, two presentations I presented with my coho sand on my journey over the last three years. So what has IG done? Basically building a secure container hosting platform. Yeah. How do we live a banking cot with cloud native technology and together with our coho young villa presented actually showed it by demo making life and >>Awesome >>In person. So we were not just presenting, >>It's not all smoke and mirrors. It's >>Not smoke and mirror, which we're not presenting our fufu marketing block now. We actually doing it today. And that's what we wanted to share here. >>Well, and as consumers we expect we can access our banking on any device 24 by seven. I wanna be able to do all my transactions in a way that I know is secure. Obviously security's a huge thing there, but talk about I n G Bank aren't always been around for a very long time. Talk about this financial institution as a software company. Really obviously a lot of challenges to solve, a lot of opportunity. But talk about what it's like working for a history and bank that's really now a tech company. >>Yes. It's been really changing as a bank to a tech company. Yeah. We have a lot of developers and operators and we do deliver offer. We OnPrem, we run in the public. So we have a huge engineers and people around to make our software. Yes. And I am responsible for the i Container Ocean platform and we deliver that the name space as a surface and as a real, real secure environment. So our developers, all our developers in, I can request it, but they only get a name space. Yeah, that's very important there. They >>Have >>Resources and all sort of things. Yeah. And it is, they cannot access it. They can only access it by one wifi. So, >>So Lisa and I were chatting before we brought you up here. Name space as a service. This is a newer term for us. Educate us. What does that mean? >>Basically it means we don't give a full cluster to our consumers, right? We only give them basically cpu, memory networking. That's all they need to host application. Everything else we abstract away. And especially in a banking context where compliance is a big thing, you don't need to do compliance for an entire s clusterized developer. It's really saves development time for the colleagues in the bank. It >>Decreases the complexity of projects, which is a huge theme here, especially at scale. I can imagine. I mean, my gosh, you're serving so many different people, it probably saves you time. Let's talk about regulation. What, how challenging is that for you as technologists to balance in all the regulations around banking and FinTech? It's, it's, it's, it's not like some of these kind of wild, wild west industries where we can just go out and play and prototype and do whatever we want. There's a lot of >>Rules. There's a lot of rules. And the problem is you have legislation and you have the real world. Right. And you have to find something in, they're >>Not the same thing. >>You have to find something in between with both parties on the stands and cannot adhere to. Yeah. So the challenge we had, basically we had to wide our, in our own container security standards to prove that the things we were doing were the white things to be in control as a bank because there was no market standard for container security. So basically we took some input from this. So n did a lot of good work. We basically added some things on top to be valid for a bank in Europe. So yeah, that's what we did. And the nice thing is today we take all the boxes we defined back in 2019. >>Hey, so you what it's, I guess, I guess the rules are a little bit easier when you get to help define them. Yep. Yeah. That it feels like a very good strategic call >>And they makes sense. Yeah. Right. Because the hardest problem is try to be compliant for something which doesn't make sense. Right, >>Right. Arnold, talk about, let's double click on namespace as a service. You talked about what that is, but give us a little bit of information on why I N G really believes this is the right approach for this company. >>It's protects for the security that developers doing things they don't shoot. Yeah. They cannot access their store anymore when it is running in production. And that is the most, most important. That is, it is immutable running in our platform. >>Excellent. Talk about both of you. How long have you, have you both been at I n G for a long time? >>I've been with I N G since September, 2001. So that's more than 20 years >>Now. Long time. Ana, what about you? >>Before 2000 already before. >>So both of your comment on that's a long time. Yeah. Talk about the culture of innovation that's at I N G to be able to move at such speed and be groundbreaking in what you're, how you're using technology, what, what's the appetite like at the bank to embrace new and emerging technologies? >>So we are really looking, basically the, the mantra of the bank is to help our customers get a step ahead in life and in business. And we do that by one superior customer service and secondly, sustainability at the heart. So anything which contributes to those targets, you can go to your manager and if you can make goods case why it contributes most of the cases you get some time or some budgets or even some additional colleagues to help you out and give it a try require from a culture perspective required open to trying things out before we reach production. Once you go to production. Yeah. Then we are back to being a bank and you need to take all the boxes to make really sure that we are confident with our customers data and basically we're still a bank but a lot of is possible. >>A lot. It is possible. And there's the customer on the other end who's expecting, like I said earlier, that they can access their data any time that they want, be able to do any transaction they want, making sure the content that's delivered to them is relevant, that it's secure. Obviously with, that's the biggest challenge especially is we think about how many generations are alive today and and those that aren't tech savvy. Yeah. Have challenges with that. Talk about what the bank's dedication is to ensuring from a security perspective that its customers don't have anything to worry about. >>That's always a thin line between security and the user experience. So I n g, like every other bank needs to make choices. Yes. We want the really ease of customers and take the risk that somebody abuses it or do we make it really, really secure and alienate part of our customer base. And that's an ongoing, that's a, that's a a hard, >>It's a trade off. That's >>A line. >>So it's really hard. Interesting part is in Netherlands we had some debates about banks closing down locations, but the moment we introduced our mobile weapon iPads, basically the debates became a lot quieter because a lot of elderly people couldn't work with an iPhone. It turned out they were perfectly fine with a well-designed iPad app to do their banking. Really? >>Okay. >>But that's already learning from like 15 years ago. >>What was the, what was the product roadmap on that? So how, I mean I can imagine you released a mobile app, you're not really thinking that. >>That's basically, I think that was a heavy coincidence. We just, Yeah, okay. Went out to design a very good mobile app. Yeah. And then looking out afterwards at the statistics we say, hey, who was using this way? We've got somebody who's signing on and I dunno the exact age, but it was something like somebody of 90 plus who signed on to use that mobile app. >>Wow. Wow. I mean you really are the five different generations living and working right now. Designing technology. Everybody has to go to the bank whether we are fans of our bank or we're not. Although now I'm thinking about IG as a bank in general. Y'all have a a very good attitude about it. What has kept you at the company for over 20 years? That is we, we see people move around, especially in this technology industry. Yes. Yeah. You know, every two to three years. Sometimes obviously you're in positions of leadership, they're obviously taking good care of you. But I mean multiple decades. Why have you stuck? >>Well first I didn't have the same job in I N D for two decades. Nice. So I went around the infrastructure domain. I did storage initially I did security, I did solution design and in the end I ended up in enterprise architecture. So yeah, it's not like I stuck 20 years in the same role. So every so years >>Go up the ladder but also grow your own skill sets. >>Explore. Yeah. >>So basically I think that's what's every, everybody should be thinking in these days. If you're in a cloud head industry, if you're good at it, you can out quite a nice salary. But it also means that you have some kind of obligation to society to make a difference. And I think, yeah, >>I wouldn't say that everybody feels that way. I >>Need to make a difference with I N G A difference for being more available to our consumers, be more secure to, to our consumers. I, I think that's what's driving me to stick with the company. >>What about you R Now? >>Yes, for me it's very important. Every two, three years are doing new things. I can work with the latest technology so I become really, really innovative so that it is the place to be. >>Yeah. You sort of get that rotation every two to three years with the different tools that you're using. Speaking of or here we're at Cuan, we're talking cloud native, we're talking Kubernetes. Do you think it's possible to, I'm coming back to the regulations. Do you think it's possible to get to banking grade security with cloud native Tech? >>Initially I said we would be at least as secure traditional la but last Tuesday we've proven we can get more secure than situational it. So yeah, definitely. Yes. >>Awesome. I mean, sounds like you proved it to yourself too, which is really saying something. >>Well we actually have Penta results and of course I cannot divulge those, but I about pretty good. >>Can you define, I wanna kind of double book on thanking great security, define what that is, thanking great security and how could other industries aim to Yeah, >>Hit that, that >>Standard. I want security everywhere. Especially my bank. The >>Architecture is zero privilege. So you hear a lot about lease privilege in all the security talks. That's not what you should be aiming for. Zero privilege is what you should be aiming for. And once you're at zero privileged environments, okay, who can leak data because no natural person has access to it. Even if you have somebody invading your infrastructure, there are no privileges. They cannot do privilege escalations. Yeah. So the answer for me is really clear. If you are handling customer data, if you're and customer funds aim for zero privilege architecture, >>What, what are you most excited about next? What's next for you guys? What's next for I n G? What are we gonna be talking about when we're chatting to you Right here? Atan next year or in Amsterdam actually, since we're headed that way in the spring, which is fun. Yes. >>Happy to be your host in Amsterdam. The >>Other way around. We're holding you to that. You've talked about how fun the culture is. Now you're gonna ask, she and I we need, but we need the tee-shirts. We, we obviously need a matching outfit. >>Definitely. We'll arrange some teachers for you as well. Yeah, no, for me, two highlights from this com. The first one was kcp. That can potentially be a paradigm change on how we deal with workloads on Kubernetes. So that's very interesting. I don't know if you see any implementations by next year, but it's definitely something. Looks >>Like we had them on the show as well. Yeah. So it's, it's very fun. I'm sure, I'm sure they'll be very flattered that you just just said. What about you Arnoldo that got you most excited? >>The most important for me was talking to a lot of Asian is other people. What if they thinking how we go forward? So the, the, the community and talk to each other. And also we found those and people how we go forward. >>Yeah, that's been a big thing for us here on the cube and just the energy, the morale. I mean the open source community is so collaborative. It creates an entirely different ethos. Arna. Ty, thank you so much for being here. It's wonderful to have you and hear what I n g is doing in the technology space. Lisa, always a pleasure to co-host with you. Of course. And thank you Cube fans for hanging out with us here on day three of Cuban Live from Detroit, Michigan. My name is Savannah Peterson and we'll see you up next for a great chat coming soon.

Published Date : Oct 28 2022

SUMMARY :

And joining me is my beautiful co-host, Lisa, how you feeling? I love it. Just like the guests that we have up for you next. Glad to be you. I forgot what's going on with the shirts guys. VR code is basically the player of our company So let's actually, let's just talk about that for a second. So we have lots and lots of problems to solve. How do we live a banking cot with cloud native technology and together So we were not just presenting, It's not all smoke and mirrors. And that's what we wanted to share here. Well, and as consumers we expect we can access our banking on any device 24 So we have a huge engineers and people around to And it is, they cannot access it. So Lisa and I were chatting before we brought you up here. Basically it means we don't give a full cluster to our consumers, right? What, how challenging is that for you as technologists And the problem is you have legislation and So the challenge we had, basically we had to wide our, in our own container security standards to prove Hey, so you what it's, I guess, I guess the rules are a little bit easier when you get to help define them. Because the hardest problem is try to be compliant for something You talked about what that is, And that is the most, most important. Talk about both of you. So that's more than 20 years Ana, what about you? So both of your comment on that's a long time. of the cases you get some time or some budgets or even some additional colleagues to help you out and making sure the content that's delivered to them is relevant, that it's secure. abuses it or do we make it really, really secure and alienate part of our customer It's a trade off. but the moment we introduced our mobile weapon iPads, basically the debates became a So how, I mean I can imagine you released a mobile app, And then looking out afterwards at the statistics we say, What has kept you at the company for over 20 years? I did solution design and in the end I ended up in enterprise architecture. Yeah. that you have some kind of obligation to society to make a difference. I wouldn't say that everybody feels that way. Need to make a difference with I N G A difference for being more available to our consumers, technology so I become really, really innovative so that it is the place to be. Do you think it's possible to get to we can get more secure than situational it. I mean, sounds like you proved it to yourself too, which is really saying something. I want security everywhere. So you hear a lot about lease privilege in all the security talks. What are we gonna be talking about when we're chatting to you Right here? Happy to be your host in Amsterdam. We're holding you to that. I don't know if you see any implementations by What about you Arnoldo that got you most excited? And also we And thank you Cube fans for hanging out with us here on day three of Cuban Live from Detroit,

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Drew Nielsen, Teleport | KubeCon + CloudNativeCon NA 2022


 

>>Good afternoon, friends. My name is Savannah Peterson here in the Cube Studios live from Detroit, Michigan, where we're at Cuban and Cloud Native Foundation, Cloud Native Con all week. Our last interview of the day served me a real treat and one that I wasn't expecting. It turns out that I am in the presence of two caddies. It's a literal episode of Caddy Shack up here on Cube. John Furrier. I don't think the audience knows that you were a caddy. Tell us about your caddy days. >>I used to caddy when I was a kid at the local country club every weekend. This is amazing. Double loops every weekend. Make some bang, two bags on each shoulder. Caddying for the members where you're going. Now I'm >>On show. Just, just really impressive >>Now. Now I'm caddying for the cube where I caddy all this great content out to the audience. >>He's carrying the story of emerging brands and established companies on their cloud journey. I love it. John, well played. I don't wanna waste any more of this really wonderful individual's time, but since we now have a new trend of talking about everyone's Twitter handle here on the cube, this may be my favorite one of the day, if not Q4 so far. Drew, not reply. AKA Drew ne Drew Nielsen, excuse me, there is here with us from Teleport. Drew, thanks so much for being here. >>Oh, thanks for having me. It's great to be here. >>And so you were a caddy on a whole different level. Can you tell us >>About that? Yeah, so I was in university and I got tired after two years and didn't have a car in LA and met a pro golfer at a golf course and took two years off and traveled around caddying for him and tried to get 'em through Q School. >>This is, this is fantastic. So if you're in school and your parents are telling you to continue going to school, know that you can drop out and be a caddy and still be a very successful television personality. Like both of the gentlemen at some point. >>Well, I never said my parents like >>That decision, but we'll keep our day jobs. Yeah, exactly. And one of them is Cloud Native Security. The hottest topic here at the show. Yep. I want to get into it. You guys are doing some really cool things. Are we? We hear Zero Trust, you know, ransomware and we even, I even talked with the CEO of Dockets morning about container security issues. Sure. There's a lot going on. So you guys are in the middle of teleport. You guys have a unique solution. Tell us what you guys got going on. What do you guys do? What's the solution and what's the problem you solve? >>So Teleport is the first and only identity native infrastructure access solution in the market. So breaking that down, what that really means is identity native being the combination of secret list, getting rid of passwords, Pam Vaults, Key Vaults, Yeah. Passwords written down. Basically the number one source of breach. And 50 to 80% of breaches, depending on whose numbers you want to believe are how organizations get hacked. >>But it's not password 1 23 isn't protecting >>Cisco >>Right >>Now. Well, if you think about when you're securing infrastructure and the second component being zero trust, which assumes the network is completely insecure, right? But everything is validated. Resource to resource security is validated, You know, it assumes work from anywhere. It assumes the security comes back to that resource. And we take the combination of those two into identity, native access where we cryptographically ev, validate identity, but more importantly, we make an absolutely frictionless experience. So engineers can access infrastructure from anywhere at any time. >>I'm just flashing on my roommates, checking their little code, changing Bob login, you know, dongle essentially, and how frustrating that always was. I mean, talk about interrupting workflow was something that's obviously necessary, but >>Well, I mean, talk about frustration if I'm an engineer. Yeah, absolutely. You know, back in the day when you had these three tier monolithic applications, it was kind of simple. But now as you've got modern application development environments Yeah, multi-cloud, hybrid cloud, whatever marketing term around how you talk about this, expanding sort of disparate infrastructure. Engineers are sitting there going from system to system to machine to database to application. I mean, not even a conversation on Kubernetes yet. Yeah. And it's just, you know, every time you pull an engineer or a developer to go to a vault to pull something out, you're pulling them out for 10 minutes. Now, applications today have hundreds of systems, hundreds of microservices. I mean 30 of these a day and nine minutes, 270 minutes times 60. And they also >>Do the math. Well, there's not only that, there's also the breach from manual error. I forgot to change the password. What is that password? I left it open, I left it on >>Cognitive load. >>I mean, it's the manual piece. But even think about it, TR security has to be transparent and engineers are really smart people. And I've talked to a number of organizations who are like, yeah, we've tried to implement security solutions and they fail. Why? They're too disruptive. They're not transparent. And engineers will work their way around them. They'll write it down, they'll do a workaround, they'll backdoor it something. >>All right. So talk about how it works. But I, I mean, I'm getting the big picture here. I love this. Breaking down the silos, making engineers lives easier, more productive. Clearly the theme, everyone they want, they be gonna need. Whoever does that will win it all. How's it work? I mean, you deploying something, is it code, is it in line? It's, >>It's two binaries that you download and really it starts with the core being the identity native access proxy. Okay. So that proxy, I mean, if you look at like the zero trust principles, it all starts with a proxy. Everything connects into that proxy where all the access is gated, it's validated. And you know, from there we have an authorization engine. So we will be the single source of truth for all access across your entire infrastructure. So we bring machines, engineers, databases, applications, Kubernetes, Linux, Windows, we don't care. And we basically take that into a single architecture and single access platform that essentially secures your entire infrastructure. But more importantly, you can do audit. So for all of the organizations that are dealing with FedRAMP, pci, hipaa, we have a complete audit trail down to a YouTube style playback. >>Oh, interesting. We're we're California and ccpa. >>Oh, gdpr. >>Yeah, exactly. It, it, it's, it's a whole shebang. So I, I love, and John, maybe you've heard this term a lot more than I have, but identity native is relatively new to me as as a term. And I suspect you have a very distinct way of defining identity. How do you guys define identity internally? >>So identity is something that is cryptographically validated. It is something you have. So it's not enough. If you look at, you know, credentials today, everyone's like, Oh, I log into my computer, but that's my identity. No, it's not. Right. Those are attributes. Those are something that is secret for a period of time until you write it down. But I can't change my fingerprint. Right. And now I >>Was just >>Thinking of, well no, perfect case in point with touch ID on your meth there. Yeah. It's like when we deliver that cryptographically validated identity, we use these secure modules in like modern laptops or servers. Yeah. To store that identity so that even if you're sitting in front of your computer, you can't get to it. But more importantly, if somebody were to take that and try to be you and try to log in with your fingerprint, it's >>Not, I'm not gonna lie, I love the apple finger thing, you know, it's like, you know, space recognition, like it's really awesome. >>It save me a lot of time. I mean, even when you go through customs and they do the face scan now it actually knows who you are, which is pretty wild in the last time you wanna provide ones. But it just shifted over like maybe three months ago. Well, >>As long as no one chops your finger off like they do in the James Bond movies. >>I mean, we try and keep it a light and fluffy here on the queue, but you know, do a finger teams, we can talk about that >>Too. >>Gabby, I was thinking more minority report, >>But you >>Knows that's exactly what I, what I think of >>Hit that one outta bounds. So I gotta ask, because you said you're targeting engineers, not IT departments. What's, is that, because I in your mind it is now the engineers or what's the, is always the solution more >>Targeted? Well, if you really look at who's dealing with infrastructure on a day-to-day basis, those are DevOps individuals. Those are infrastructure teams, Those are site reliability engineering. And when it, they're the ones who are not only managing the infrastructure, but they're also dealing with the code on it and everything else. And for us, that is who is our primary customer and that's who's doing >>It. What's the biggest problem that you're solving in this use case? Because you guys are nailing it. What's the problem that your identity native solution solves? >>You know, right out of the backs we remove the number one source of breach. And that is taking passwords, secrets and, and keys off the board. That deals with most of the problem right there. But there are really two problems that organizations face. One is scaling. So as you scale, you get more secrets, you get more keys, you get all these things that is all increasing your attack vector in real time. Oh >>Yeah. Across teams locations. I can't even >>Take your pick. Yeah, it's across clouds, right? Any of it >>On-prem doesn't. >>Yeah. Any of it. We, and we allow you to scale, but do it securely and the security is transparent and your engineers will absolutely love it. What's the most important thing about this product Engineers. Absolutely. >>What are they saying? What are some of those examples? Anecdotally, pull boats out from engineering. >>You're too, we should have invent, we should have invented this ourselves. Or you know, we have run into a lot of customers who have tried to home brew this and they're like, you know, we spend an in nor not of hours on it >>And IT or they got legacy from like Microsoft or other solutions. >>Sure, yeah. Any, but a lot of 'em is just like, I wish I had done it myself. Or you know, this is what security should be. >>It makes so much sense and it gives that the team such a peace of mind. I mean, you never know when a breach is gonna come, especially >>It's peace of mind. But I think for engineers, a lot of times it deals with the security problem. Yeah. Takes it off the table so they can do their jobs. Yeah. With zero friction. Yeah. And you know, it's all about speed. It's all about velocity. You know, go fast, go fast, go fast. And that's what we enable >>Some of the benefits to them is they get to save time, focus more on, on task that they need to work on. >>Exactly. >>And get the >>Job done. And on top of it, they answer the audit and compliance mail every time it comes. >>Yeah. Why are people huge? Honestly, why are people doing this? Because, I mean, identity is just such an hard nut to crack. Everyone's got their silos, Vendors having clouds have 'em. Identity is the most fragmented thing on >>The planet. And it has been fragmented ever since my first RSA conference. >>I know. So will we ever get this do over? Is there a driver? Is there a market force? Is this the time? >>I think the move to modern applications and to multi-cloud is driving this because as those application stacks get more verticalized, you just, you cannot deal with the productivity >>Here. And of course the next big thing is super cloud and that's coming fast. Savannah, you know, You know that's Rocket. >>John is gonna be the thought leader and keyword leader of the word super cloud. >>Super Cloud is enabling super services as the cloud cast. Brian Gracely pointed out on his Sunday podcast of which if that happens, Super Cloud will enable super apps in a new architectural >>List. Please don't, and it'll be super, just don't. >>Okay. Right. So what are you guys up to next? What's the big hot spot for the company? What are you guys doing? What are you guys, What's the idea guys hiring? You put the plug in. >>You know, right now we are focused on delivering the best identity, native access platform that we can. And we will continue to support our customers that want to use Kubernetes, that want to use any different type of infrastructure. Whether that's Linux, Windows applications or databases. Wherever they are. >>Are, are your customers all of a similar DNA or are you >>No, they're all over the map. They range everything from tech companies to financial services to, you know, fractional property. >>You seem like someone everyone would need. >>Absolutely. >>And I'm not just saying that to be a really clean endorsement from the Cube, but >>If you were doing DevOps Yeah. And any type of forward-leaning shift, left engineering, you need us because we are basically making security as code a reality across your entire infrastructure. >>Love this. What about the team dna? Are you in a scale growth stage right now? What's going on? Absolutely. Sounds I was gonna say, but I feel like you would have >>To be. Yeah, we're doing, we're, we have a very positive outlook and you know, even though the economic time is what it is, we're doing very well meeting. >>How's the location? Where's the location of the headquarters now? With remote work is pretty much virtual. >>Probably. We're based in downtown Oakland, California. >>Woohoo. Bay area representing on this stage right now. >>Nice. Yeah, we have a beautiful office right in downtown Oakland and yeah, it's been great. Awesome. >>Love that. And are you hiring right now? I bet people might be. I feel like some of our cube watchers are here waiting to figure out their next big play. So love to hear that. Absolutely love to hear that. Besides Drew, not reply, if people want to join your team or say hello to you and tell you how brilliant you looked up here, or ask about your caddy days and maybe venture a guest to who that golfer may have been that you were CAD Inc. For, what are the best ways for them to get in touch with you? >>You can find me on LinkedIn. >>Great. Fantastic. John, anything else >>From you? Yeah, I mean, I just think security is paramount. This is just another example of where the innovation has to kind of break through without good identity, everything could cripple. Then you start getting into the silos and you can start getting into, you know, tracking it. You got error user errors, you got, you know, one of the biggest security risks. People just leave systems open, they don't even know it's there. So like, I mean this is just, just identity is the critical linchpin to, to solve for in security to me. And that's totally >>Agree. We even have a lot of customers who use us just to access basic cloud consoles. Yeah. >>So I was actually just gonna drive there a little bit because I think that, I'm curious, it feels like a solution for obviously complex systems and stacks, but given the utility and what sounds like an extreme ease of use, I would imagine people use this for day-to-day stuff within their, >>We have customers who use it to access their AWS consoles. We have customers who use it to access Grafana dashboards. You know, for, since we're sitting here at coupon accessing a Lens Rancher, all of the amazing DevOps tools that are out there. >>Well, I mean true. I mean, you think about all the reasons why people don't adopt this new federated approach or is because the IT guys did it and the world we're moving into, the developers are in charge. And so we're seeing the trend where developers are taking the DevOps and the data and the security teams are now starting to reset the guardrails. What's your >>Reaction to that? Well, you know, I would say that >>Over the top, >>Well I would say that you know, your DevOps teams and your infrastructure teams and your engineers, they are the new king makers. Yeah. Straight up. Full stop. >>You heard it first folks. >>And that's >>A headline right >>There. That is a headline. I mean, they are the new king makers and, but they are being forced to do it as securely as possible. And our job is really to make that as easy and as frictionless as possible. >>Awesome. >>And it sounds like you're absolutely nailing it. Drew, thank you so much for being on the show. Thanks for having today. This has been an absolute pleasure, John, as usual a joy. And thank all of you for tuning in to the Cube Live here at CU Con from Detroit, Michigan. We look forward to catching you for day two tomorrow.

Published Date : Oct 27 2022

SUMMARY :

I don't think the audience knows that you were a caddy. the members where you're going. Just, just really impressive He's carrying the story of emerging brands and established companies on It's great to be here. And so you were a caddy on a whole different level. Yeah, so I was in university and I got tired after two years and didn't have to school, know that you can drop out and be a caddy and still be a very successful television personality. What's the solution and what's the problem you solve? And 50 to 80% of breaches, depending on whose numbers you want to believe are how organizations It assumes the security comes back to that resource. you know, dongle essentially, and how frustrating that always was. You know, back in the day when you had these three tier I forgot to change I mean, it's the manual piece. I mean, you deploying something, is it code, is it in line? And you know, from there we have an authorization engine. We're we're California and ccpa. And I suspect you have a very distinct way of that is secret for a period of time until you write it down. try to be you and try to log in with your fingerprint, it's Not, I'm not gonna lie, I love the apple finger thing, you know, it's like, you know, space recognition, I mean, even when you go through customs and they do the face scan now So I gotta ask, because you said you're targeting Well, if you really look at who's dealing with infrastructure on a day-to-day basis, those are DevOps individuals. Because you guys are nailing it. So as you scale, you get more secrets, you get more keys, I can't even Take your pick. We, and we allow you to scale, but do it securely What are they saying? they're like, you know, we spend an in nor not of hours on it Or you know, you never know when a breach is gonna come, especially And you know, it's all about speed. And on top of it, they answer the audit and compliance mail every time it comes. Identity is the most fragmented thing on And it has been fragmented ever since my first RSA conference. I know. Savannah, you know, Super Cloud is enabling super services as the cloud cast. So what are you guys up to next? And we will continue to support our customers that want to use Kubernetes, you know, fractional property. If you were doing DevOps Yeah. Sounds I was gonna say, but I feel like you would have Yeah, we're doing, we're, we have a very positive outlook and you know, How's the location? We're based in downtown Oakland, California. Bay area representing on this stage right now. it's been great. And are you hiring right now? John, anything else Then you start getting into the silos and you can start getting into, you know, tracking it. We even have a lot of customers who use us just to access basic cloud consoles. a Lens Rancher, all of the amazing DevOps tools that are out there. I mean, you think about all the reasons why people don't adopt this Well I would say that you know, your DevOps teams and your infrastructure teams and your engineers, I mean, they are the new king makers and, but they are being forced to We look forward to catching you for day

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KubeCon Preview, John Furrier, theCUBE & Savannah Peterson, theCUBE | KubeCon+Cloudnative22


 

foreign [Music] my name is Savannah Peterson and I am very excited to be coming to you today from the cube in Palo Alto we're going to be talking about kubecon giving a little preview of the hype and what you might be able to expect in Detroit with the one and only co-founder and CEO of the cube and siliconangle John ferriere John hello how are you today thanks for hosting and doing the preview with me my goodness a pleasure I we got acquainted this time last year how do you think the ecosystem has changed are you excited well first of all I missed kubecon Valencia because I had covid I was so excited to be there this big trip plan and then couldn't make it but so much has gone on I mean we've been at every kubecon the cube was there at the beginning when openstack was still going on kubernetes just started came out of Google we were there having beers with Lou Tucker and a bunch of The Luminaries when it all kind of came together and then watch it year by year progress through and how it's changed the industry and mainly how open source has been really the wave behind it combining with the Linux foundation and then cncf and then open source movement and good kubernetes has been amazing and under it all containers has been the real driver and all this so you know Docker containers Docker was a well-funded company they had to Pivot and were restructured now they're pure open source so containers have gone Supernova on top of that kubernetes and with that's a complete ecosystem of opportunity to create the next operating system in in software development so to me kubecon is at the center of software software 2030 what do you want to call it super cloud it's that it's really action it's not where the old school is it's where the new school is excellent so what has you most excited this year what's the biggest change from this time last year and now well two things I'm looking at this year uh carefully both from an editorial lens and also from a sponsorship lenses where is the funding going on the sponsorships because again a very diverse ecosystem of Builders but also vendors so I'm going to see how that Dynamics going on but also on the software side a lot of white space going on in the stack or in the map if you will you know the run times you've got observability you got a lot of competition maybe projects might be growing some Rising some falling maybe merge together I'm going to see how that but there's a lot of white spaces developing so I'm curious to see what's new on that area and then service meshes is a big deal this year so I'm looking for what's going on so it's been kind of a I won't say cold war but kind of like uh you know where is this going to go and because it's a super important part of of the of the orchestration and managing containers and so be very interested to see how service mesh does istio and other versions out there have been around for a while so that and also the other controversy is the number of stars on GitHub a project may have so sometimes that carries a lot of weight but we're going to look at which ones are rising which ones are falling again um which ones are getting the most votes by the developers vote with their code yeah absolutely well we did definitely miss you down in Los Angeles but it will be great to be in Detroit what has you most excited do you think that we're going to see the number of people in person that we have in the past I know you've seen it since the beginning so I think this year is going to be explosive from that psychology angle because I think it was really weird because La was on they were a bold to make that move we're all there is first conference back it was a lot a lot of like badges don't touch me only handshakes fist pumps but it was at the beginning of the covid second wave right so it was kind of still not yet released where everyone's was not worried about it so I think it's in the past year in the past eight months I mean I've been places with no masks people have no masks Vegas other places so I think it's going to be a year where it will be a lot more people in person because the growth and the opportunities are so big it's going to drive a lot of people in person just like Amazon reinvent those yeah absolutely and as the most important and prominent event in the kubernetes space I think everyone's very excited to to get back together when we think about this space do you think there that anyone's the clear winner yet or do you think it's still a bit of a open territory in terms of the companies and Partnerships I think Red Hat has done a great job and they're you know I think they're going to see how well they can turn this into gold for them because they've positioned themselves very well open shift years ago was kind of waffling I won't say it in a bad way but like but once they got view on containers and kubernetes red has done an exceptional job in how they position their company being bought by ibms can be very interesting to see how that influences change so if Red Hat can stay red hat I think IBM will win I think customers that's one company I like the startups we're seeing companies like platform nine Rafi systems young companies coming out in the kubernetes as a service space because I think whoever can make kubernetes easier because I think that's the hard part right now even though that the show is called kubecon is a lot more than kubernetes I think the container layer what docker's doing has been exceptional that's the real action the question is how does that impact the kubernetes layers so kubernetes is not a done deal yet I think it hasn't really crossed the chasm yet it's certainly popular but not every company is adopting it so we're starting to see that we need to see more adoption of kubernetes seeing that happen it's going to decide who the winners are totally agree with that if you look at the data a lot of companies are and people are excited about kubernetes but they haven't taken the plunge to shifting over their stack or fully embracing it because of that complexity so I'm very curious to see what we learn this week about who those players might be moving forward how does it feel to be in Detroit when was the last time you were here I was there in 2007 was the last time I was in that town so uh we'll see what's like wow yeah but things have changed yeah the lions are good this year they've got great hockey goalies there so you know all right you've heard that sports fans let John know what you're thinking your Sports predictions for this season I love that who do you hope to get to meet while we're at the show I want to meet more end user customers we're gonna have Envoy again on the cube I think Red Hat was going to be a big sponsor this year they've been great um we're looking for end user project most looking for some editorial super cloud like um commentary because the cncf is kind of the developer Tech Community that's powering in my opinion this next wave of software development Cloud native devops is now Cloud native developers devops is kind of going away that's killed I.T in my opinion data and security Ops is the new kind of Ops the new it so it's good to see how devops turns into more of a software engineering meet supercloud so I think you're going to start to see the infrastructure become more programmable it's infrastructure as code so I think if anything I'm more excited to hear more stories about how infrastructure as code is now the new standard so if when that truly happens the super cloud model be kicking into high gear I love that let's you touched on it a little bit right there but I want to dig in a bit since you've been around since the beginning what is it that you appreciate or enjoy so much about the kubernetes community and the people around this I think there are authentic people and I think they're they're building they're also Progressive they're very diverse um they're open and inclusive they try stuff and um they can be critical but they're not jerks about it so when people try something um they're open-minded of a failure so it's a classic startup mentality I think that is embodied throughout the Linux Foundation but CNC in particular has to bridge the entrepreneurial and corporate Vibe so they've done an exceptional job doing that and that's what I like about this money making involved but there's also a lot of development and Innovation that comes out of it so the next big name and startup could come out of this community and that's what I hope to see coming out here is that next brand that no one's heard of that just comes out of nowhere and just takes a big position in the marketplace so that's going to be interesting to see hopefully we have on our stage there yeah that's the goal we're going to interview them all a year from now when we're sitting here again what do you hope to be able to say about this space or this event that we might not be able to say today I think it's going to be more of clarity around um the new modern software development techniques software next gen using AI more faster silicon chips you see Amazon with what they're doing the custom silicon more processing but I think Hardware matters we've been talking a lot about that I think I think it's we're going to shift from what's been innovative and what's changed I think I think if you look at what's been going on in the industry outside of crypto the infrastructure hasn't really changed much except for AWS what they've done so I'm expecting to see more Innovations at the physics level way down in the chips and then that lower end of the stack is going to be dominated by either one of the three clouds probably AWS and then the middle layer is going to be this where the abstraction is around making infrastructure as code really happen I think that's going to be Clarity coming out of this year next year we should have some visibility into the vertical applications and of the AI and machine learning absolutely digging in on that actually even more because I like what you're saying a lot what verticals do you think that kubernetes is going to impact the most looking even further out than say a year I mean I think that hot ones Healthcare fintech are obvious to get the most money they're spending I think they're the ones who are already kind of creating these super cloud models where they're actually changed over their their spending from capex to Opex and they're driving top line revenue as part of that so you're seeing companies that wants customers of the I.T vendors are now becoming the providers that's a big super cloud Trend we see the other verticals are going to be served by a lot of men in Surprise oil and gas you know all the classic versus Healthcare I mentioned that one those are the classic verticals retail is going to I think be massively huge as you get more into the internet of things that's truly internet based you're going to start to see a lot more Edge use cases so Telecom I think it's going to be completely disrupted by new brands so I think once that you see see how that plays out but all verticals are going to be disrupted just a casual statement to say yeah yeah no doubt in my mind that's great I'm personally really excited about the edge applications that are possible here and can't wait to see can't wait to see what happens next I'm curious as to your thoughts how based given your history here and we don't have to say number of years that you've been participating in in Cape Cod but give them your history what's the evolution looked like from that Community perspective when you were all just starting out having that first drink did you anticipate that we would be here with thousands of people in Detroit you know I knew the moment was happening around um 2017-2018 Dan Coney no longer with us he passed away I ran into him randomly in China and it was like what are you doing here he was with a bunch of Docker guys so they were already investing in so I knew that the cncf was a great Steward for this community because they were already doing the work Dan led a great team at that time and then they were they were they were kicking ass and they were just really setting the foundation they dig in they set the architecture perfectly so I knew that that was a moment that was going to be pretty powerful at the early days when we were talking about kubernetes before it even started we were always always talking about if this this could be the tcpip of of cloud then we could have kind of a de facto interoperability and Lou Tucker was working for Cisco at the time and we were called it interclouding inter-networking what that did during the the revolution Cloud yeah the revolution of the client server and PC Revolution was about connectivity and so tcpip was the disruptive enable that created massive amounts of wealth created a lot of companies created a whole generation of companies so I think this next inflection point is kind of happening right now I think kubernetes is one step of this abstraction layer but you start to see companies like snowflake who's built on AWS and then moved to multiple clouds Goldman Sachs Capital One you're going to see insurance companies so we believe that the rise of the super cloud is here that's going to be Cloud 3.0 that's software 3.0 it's software three what do you want to call it it's not yesterday's Cloud lift and shift and run a SAS application it's a true Enterprise digital digital transformation so that's that's kind of the trend that we see riding in now and so you know if you're not on that side of the street you're going to get washed away from that wave so it's going to be interesting to see how how it all plays out so it's fun to watch who's on the wrong side it is very fun I hope you all are listening to this really powerful advice from John he's dropping some serious knowledge bombs on us well holding the back for kubecon because we've got we got all the great guests coming on and that's where all the content comes from I mean the best part of the community is that they're sharing yeah absolutely so just for old time's sake and it's because it's how I met your fabulous team last year Define kubernetes for the audience kubernetes is like what someone said it was a magical Christmas I heard that was a well good explanation with that when I heard that one um you mean the technical definition or like the business definition or maybe both you can give us an interpretive dance if you'd like I mean the simplest way to describe kubernetes is an orchestration layer that orchestrates containers that are containing applications and it's a way to keep things running and runtime assembly of like the of the data so if you've got you're running containers you can containerize applications kubernetes gives you that capability to run applications at scale which feeds into uh the development uh cycle of the pipelining of apps so if you're writing applications and you want to scale up it's a fast way to stand up massive amounts of scale using containers and kubernetes so a variety of other things that are in the in the in the system too so that was pretty good there's a lot more under the hood but that's the oversimplified version I think that's what we were going for I think it's actually I mean it's harder to oversimplify it sometimes in this case it connects it connects well it's the connective tissue between all the container applications yes last question for you John we are here at the cube we're very excited to be headed to Detroit very soon what can people expect from the cube at coupon this year so we'll be broadcasting Wednesday Thursday and Friday we'll be there early I'll be there Monday and Tuesday we'll do our normal kind of hanging around getting some scoop on the on the ground floor you'll see us there Monday and Tuesday probably in the in the lounge too um come up and say hi to us um again we're looking for more stories this year we believe this is the year that you're going to hear a lot more storytelling coming out of this community as people get more proof points so come up to us share your email your your handle give us yours give us your story we'll publish it we think we think this is going to be the year that cloud native developers start showing the signs of the of the rise of the supercloud that's going to come out of this this community so you know if you got something to say you know we're open to share stories so we're here all that speaking of John how can people say hi to you and the team on Twitter at Furrier at siliconangle at thecube thecube.net siliconangle.com LinkedIn Dave vellantis they were open on all channels all right signal Instagram WhatsApp perfect well pick your channel we really hope to hear from you John thank you so much for joining us for this preview session and thank you for tuning in my name is Savannah Peterson here in Palo Alto at thecube Studios looking forward to Detroit we can't wait to hear your thoughts do let us know in the comments and let us know if you're headed to Michigan cheers [Music] thank you

Published Date : Oct 11 2022

SUMMARY :

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Jack Andersen & Joel Minnick, Databricks | AWS Marketplace Seller Conference 2022


 

(upbeat music) >> Welcome back everyone to The Cubes coverage here in Seattle, Washington. For AWS's Marketplace Seller Conference. It's the big news within the Amazon partner network, combining with marketplace, forming the Amazon partner organization. Part of a big reorg as they grow to the next level, NextGen cloud, mid-game on the chessboard. Cube's got it covered. I'm John Furry, your host at Cube. Great guests here from Data bricks. Both cube alumni's. Jack Anderson, GM and VP of the Databricks partnership team for AWS. You handle that relationship and Joel Minick vice president of product and partner marketing. You guys have the keys to the kingdom with Databricks and AWS. Thanks for joining. Good to see you again. >> Thanks for having us back. >> Yeah, John, great to be here. >> So I feel like we're at Reinvent 2013. Small event, no stage, but there's a real shift happening with procurement. Obviously it's a no brainer on the micro, you know, people should be buying online. Self-service, Cloud Scale. But Amazon's got billions being sold through their marketplace. They've reorganized their partner network. You can see kind of what's going on. They've kind of figured it out. Like let's put everything together and simplify and make it less of a website, marketplace. Merge our partner organizations, have more synergy and frictionless experiences so everyone can make more money and customer's are going to be happier. >> Yeah, that's right. >> I mean, you're running relationship. You're in the middle of it. >> Well, Amazon's mental model here is that they want the world's best ISVs to operate on AWS so that we can collaborate and co architect on behalf of customers. And that's exactly what the APO and marketplace allow us to do, is to work with Amazon on these really, you know, unique use cases. >> You know, I interviewed Ali many times over the years. I remember many years ago, maybe six, seven years ago, we were talking. He's like, "we're all in on AWS." Obviously now the success of Databricks, you've got multiple clouds, see that. Customers have choice. But I remember the strategy early on. It was like, we're going to be deep. So this is, speaks volumes to the relationship you have. Years. Jack, take us through the relationship that Databricks has with AWS from a partner perspective. Joel, and from a product perspective. Because it's not like you guys are Johnny come lately, new to the scene. >> Right. >> You've been there, almost president creation of this wave. What's the relationship and how does it relate to what's going on today? >> So most people may not know that Databricks was born on AWS. We actually did our first $100 million of revenue on Amazon. And today we're obviously available on multiple clouds. But we're very fond of our Amazon relationship. And when you look at what the APN allows us to do, you know, we're able to expand our reach and co-sell with Amazon, and marketplace broadens our reach. And so, we think of marketplace in three different aspects. We've got the marketplace private offer business, which we've been doing for a number of years. Matter of fact, we were driving well over a hundred percent year over year growth in private offers. And we have a nine figure business. So it's a very significant business. And when a customer uses a private offer, that private offer counts against their private pricing agreement with AWS. So they get pricing power against their private pricing. So it's really important it goes on their Amazon bill. In may we launched our pay as you go, on demand offering. And in five short months, we have well over a thousand subscribers. And what this does, is it really reduces the barriers to entry. It's low friction. So anybody in an enterprise or startup or public sector company can start to use Databricks on AWS, in a consumption based model, and have it go against their monthly bill. And so we see customers, you know, doing rapid experimentation, pilots, POCs. They're really learning the value of that first, use case. And then we see rapid use case expansion. And the third aspect is the consulting partner, private offer, CPPO. Super important in how we involve our partner ecosystem of our consulting partners and our resellers that are able to work with Databricks on behalf of customers. >> So you got the big contracts with the private offer. You got the product market fit, kind of people iterating with data, coming in with the buyers you get. And obviously the integration piece all fitting in there. >> Exactly. >> Okay, so those are the offers, that's current, what's in marketplace today. Is that the products... What are people buying? >> Yeah. >> I mean, I guess what's the... Joel, what are people buying in the marketplace? And what does it mean for them? >> So fundamentally what they're buying is the ability to take silos out of their organization. And that is the problem that Databricks is out there to solve. Which is, when you look across your data landscape today, you've got unstructured data, you've got structured data, you've got real time streaming data. And your teams are trying to use all of this data to solve really complicated problems. And as Databricks, as the Lakehouse Company, what we're helping customers do is, how do they get into the new world? How do they move to a place where they can use all of that data across all of their teams? And so we allow them to begin to find, through the marketplace, those rapid adoption use cases where they can get rid of these data warehousing, data lake silos they've had in the past. Get their unstructured and structured data onto one data platform, an open data platform, that is no longer adherent to any proprietary formats and standards and something they can, very much, very easily, integrate into the rest of their data environment. Apply one common data governance layer on top of that. So that from the time they ingest that data, to the time they use that data, to the time they share that data, inside and outside of their organization, they know exactly how it's flowing. They know where it came from. They know who's using it. They know who has access to it. They know how it's changing. And then with that common data platform, with that common governance solution, they'd being able to bring all of those use cases together. Across their real time streaming, their data engineering, their BI, their AI. All of their teams working on one set of data. And that lets them move really, really fast. And it also lets them solve challenges they just couldn't solve before. A good example of this, you know, one of the world's now largest data streaming platforms runs on Databricks with AWS. And if you think about what does it take to set that up? Well, they've got all this customer data that was historically inside of data warehouses. That they have to understand who their customers are. They have all this unstructured data, they've built their data science model, so they can do the right kinds of recommendation engines and forecasting around. And then they've got all this streaming data going back and forth between click stream data, from what the customers are doing with their platform and the recommendations they want to push back out. And if those teams were all working in individual silos, building these kinds of platforms would be extraordinarily slow and complex. But by building it on Databricks, they were able to release it in record time and have grown at a record pace to now be the number one platform. >> And this product, it's impacting product development. >> Absolutely. >> I mean, this is like the difference between lagging months of product development, to like days. >> Yes. >> Pretty much what you're getting at. >> Yes. >> So total agility. >> Mm-hmm. >> I got that. Okay, now, I'm a customer I want to buy in the marketplace, but you got direct Salesforce up there. So how do you guys look at this? Is there channel conflict? Are there comp programs? Because one of the things I heard today in on the stage from AWS's leadership, Chris, was up there speaking, and Mona was, "Hey, he's a CRO conference chief revenue officer" conversation. Which means someone's getting compensated. So, if I'm the sales rep at Databricks, what's my motion to the customer? Do I get paid? Does Amazon sell it? Take us through that. Is there channel conflict? Or, how do you handle it? >> Well, I'd add what Joel just talked about with, you know, with the solution, the value of the solution our entire offering is available on AWS marketplace. So it's not a subset, it's the entire Data Bricks offering. And- >> The flagship, all the, the top stuff. >> Everything, the flagship, the complete offering. So it's not segmented. It's not a sub segment. >> Okay. >> It's, you know, you can use all of our different offerings. Now when it comes to seller compensation, we view this two different ways, right? One is that AWS is also incented, right? Versus selling a native service to recommend Databricks for the right situation. Same thing with Databricks, our sales force wants to do the right thing for the customer. If the customer wants to use marketplace as their procurement vehicle. And that really helps customers because if you get Databricks and five other ISVs together, and let's say each ISV is spending, you're spending a million dollars. You have $5 million of spend. You put that spend through the flywheel with AWS marketplace, and then you can use that in your negotiations with AWS to get better pricing overall. So that's how we view it. >> So customers are driving. This sounds like. >> Correct. For sure. >> So they're looking at this as saying, Hey, I'm going to just get purchasing power with all my relationships. Because it's a solution architectural market, right? >> Yeah. It makes sense. Because if most customers will have a primary and secondary cloud provider. If they can consolidate, you know, multiple ISV spend through that same primary provider, you get pricing power. >> Okay, Joel, we're going to date ourselves. At least I will. So back in the old days, (group laughter) It used to be, do a Barney deal with someone, Hey, let's go to market together. You got to get paper, you do a biz dev deal. And then you got to say, okay, now let's coordinate our sales teams, a lot of moving parts. So what you're getting at here is that the alternative for Databricks, or any company is, to go find those partners and do deals, versus now Amazon is the center point for the customer. So you can still do those joint deals, but this seems to be flipping the script a little bit. >> Well, it is, but we still have vars and consulting partners that are doing implementation work. Very valuable work, advisory work, that can actually work with marketplace through the CPPO offering. So the marketplace allows multiple ways to procure your solution. >> So it doesn't change your business structure. It just makes it more efficient. >> That's correct. >> That's a great way to say it. >> Yeah, that's great. >> Okay. So, that's it. So that's just makes it more efficient. So you guys are actually incented to point customers to the marketplace. >> Yes. >> Absolutely. >> Economically. >> Economically, it's the right thing to do for the customer. It's the right thing to do for our relationship with Amazon. Especially when it comes back to co-selling, right? Because Amazon now is leaning in with ISVs and making recommendations for, you know, an ISV solution. And our teams are working backwards from those use cases, you know, to collaborate and land them. >> Yeah. I want to get that out there. Go ahead, Joel. >> So one of the other things I might add to that too, you know, and why this is advantageous for companies like Databricks to work through the marketplace. Is it makes it so much easier for customers to deploy a solution. It's very, literally, one click through the marketplace to get Databricks stood up inside of your environment. And so if you're looking at how do I help customers most rapidly adopt these solutions in the AWS cloud, the marketplace is a fantastic accelerator to that. >> You know, it's interesting. I want to bring this up and get your reaction to it because to me, I think this is the future of procurement. So from a procurement standpoint, I mean, again, dating myself, EDI back in the old days, you know, all that craziness. Now this is all the internet, basically through the console. I get the infrastructure side, you know, spin up and provision some servers, all been good. You guys have played well there in the marketplace. But now as we get into more of what I call the business apps, and they brought this up on stage. A little nuanced. Most enterprises aren't yet there of integrating tech, on the business apps, into the stack. This is where I think you guys are a use case of success where you guys have been successful with data integration. It's an integrators dilemma, not an innovator's dilemma. So like, I want to integrate. So now I have integration points with Databricks, but I want to put an app in there. I want to provision an application, but it has to be built. It's not, you don't buy it. You build, you got to build stuff. And this is the nuance. What's your reaction to that? Am I getting this right? Or am I off because, no one's going to be buying software like they used to. They buy software to integrate it. >> Yeah, no- >> Because everything's integrated. >> I think AWS has done a great job at creating a partner ecosystem, right? To give customers the right tools for the right jobs. And those might be with third parties. Databricks is doing the same thing with our partner connect program, right? We've got customer partners like Five Tran and DBT that, you know, augment and enhance our platform. And so you're looking at multi ISV architectures and all of that can be procured through the AWS marketplace. >> Yeah. It's almost like, you know, bundling and un bundling. I was talking about this with, with Dave Alante about Supercloud. Which is why wouldn't a customer want the best solution in their architecture? Period. In its class. If someone's got API security or an API gateway. Well, you know, I don't want to be forced to buy something because it's part of a suite. And that's where you see things get sub optimized. Where someone dominates a category and they have, oh, you got to buy my version of this. >> Joel and I were talking, we were actually saying, what's really important about Databricks, is that customers control the data, right? You want to comment on that? >> Yeah. I was going to say, you know, what you're pushing on there, we think is extraordinarily, you know, the way the market is going to go. Is that customers want a lot of control over how they build their data stack. And everyone's unique in what tools are the right ones for them. And so one of the, you know, philosophically, I think, really strong places, Databricks and AWS have lined up, is we both take an approach that you should be able to have maximum flexibility on the platform. And as we think about the Lakehouse, one thing we've always been extremely committed to, as a company, is building the data platform on an open foundation. And we do that primarily through Delta Lake and making sure that, to Jack's point, with Databricks, the data is always in your control. And then it's always stored in a completely open format. And that is one of the things that's allowed Databricks to have the breadth of integrations that it has with all the other data tools out there. Because you're not tied into any proprietary format, but instead are able to take advantage of all the innovation that's happening out there in the open source ecosystem. >> When you see other solutions out there that aren't as open as you guys, you guys are very open by the way, we love that too. We think that's a great strategy, but what am I foreclosing if I go with something else that's not as open? What's the customer's downside as you think about what's around the corner in the industry? Because if you believe it's going to be open, open source, which I think open source software is the software industry, and integration is a big deal. Because software's going to be plentiful. >> Sure. >> Let's face it. It's a good time to be in software business. But Cloud's booming. So what's the downside, from your Databricks perspective? You see a buyer clicking on Databricks versus that alternative. What's potentially should they be a nervous about, down the road, if they go with a more proprietary or locked in approach? >> Yeah. >> Well, I think the challenge with proprietary ecosystems is you become beholden to the ability of that provider to both build relationships and convince other vendors that they should invest in that format. But you're also, then, beholden to the pace at which that provider is able to innovate. >> Mm-hmm. >> And I think we've seen lots of times over history where, you know, a proprietary format may run ahead, for a while, on a lot of innovation. But as that market control begins to solidify, that desire to innovate begins to degrade. Whereas in the open formats- >> So extract rents versus innovation. (John laughs) >> Exactly. Yeah, exactly. >> I'll say it. >> But in the open world, you know, you have to continue to innovate. >> Yeah. >> And the open source world is always innovating. If you look at the last 10 to 15 years, I challenge you to find, you know, an example where the innovation in the data and AI world is not coming from open source. And so by investing in open ecosystems, that means you are always going to be at the forefront of what is the latest. >> You know, again, not to date myself again, but you look back at the eighties and nineties, the protocol stacked with proprietary. >> Yeah. >> You know, SNA and IBM, deck net was digital. You know the rest. And then TCPIP was part of the open systems interconnect. >> Mm-hmm. >> Revolutionary (indistinct) a big part of that, as well as my school did. And so like, you know, that was, but it didn't standardize the whole stack. It stopped at IP and TCP. >> Yeah. >> But that helped inter operate, that created a nice defacto. So this is a big part of this mid game. I call it the chessboard, you know, you got opening game and mid-game, then you get the end game. You're not there at the end game yet at Cloud. But Cloud- >> There's, always some form of lock in, right? Andy Jazzy will address it, you know, when making a decision. But if you're going to make a decision you want to reduce- You don't want to be limited, right? So I would advise a customer that there could be limitations with a proprietary architecture. And if you look at what every customer's trying to become right now, is an AI driven business, right? And so it has to do with, can you get that data out of silos? Can you organize it and secure it? And then can you work with data scientists to feed those models? >> Yeah. >> In a very consistent manner. And so the tools of tomorrow will, to Joel's point, will be open and we want interoperability with those tools. >> And choice is a matter too. And I would say that, you know, the argument for why I think Amazon is not as locked in as maybe some other clouds, is that they have to compete directly too. Redshift competes directly with a lot of other stuff. But they can't play the bundling game because the customers are getting savvy to the fact that if you try to bundle an inferior product with something else, it may not work great at all. And they're going to be, they're onto it. This is the- >> To Amazon's credit by having these solutions that may compete with native services in marketplace, they are providing customers with choice, low price- >> And access to the core value. Which is the hardware- >> Exactly. >> Which is their platform. Okay. So I want to get you guys thought on something else I see emerging. This is, again, kind of Cube rumination moment. So on stage, Chris unpacked a lot of stuff. I mean this marketplace, they're touching a lot of hot buttons here, you know, pricing, compensation, workflows, services behind the curtain. And one of those things he mentioned was, they talk about resellers or channel partners, depending upon what you talk about. We believe, Dave and I believe on the Cube, that the entire indirect sales channel of the industry is going to be disrupted radically. Because those players were selling hardware in the old days and software. That game is going to change. You mentioned you guys have a program, let me get your thoughts on this. We believe that once this gets set up, they can play in this game and bring their services in. Which means that the old reseller channels are going to be rewritten. They're going to be refactored with this new kinds of access. Because you've got scale, you've got money and you've got product. And you got customers coming into the marketplace. So if you're like a reseller that sold computers to data centers or software, you know, a value added reseller or VAB or business. >> You've got to evolve. >> You got to, you got to be here. >> Yes. >> Yeah. >> How are you guys working with those partners? Because you say you have a product in your marketplace there. How do I make money if I'm a reseller with Databricks, with Amazon? Take me through that use case. >> Well I'll let Joel comment, but I think it's pretty straightforward, right? Customers need expertise. They need knowhow. When we're seeing customers do mass migrations to the cloud or Hadoop specific migrations or data transformation implementations. They need expertise from consulting and SI partners. If those consulting and SI partners happen to resell the solution as well. Well, that's another aspect of their business. But I really think it is the expertise that the partners bring to help customers get outcomes. >> Joel, channel big opportunity for Amazon to reimagine this. >> For sure. Yeah. And I think, you know, to your comment about how do resellers take advantage of that, I think what Jack was pushing on is spot on. Which is, it's becoming more and more about the expertise you bring to the table. And not just transacting the software. But now actually helping customers make the right choices. And we're seeing, you know, both SIs begin to be able to resell solutions and finding a lot of opportunity in that. >> Yeah. And I think we're seeing traditional resellers begin to move into that SI model as well. And that's going to be the evolution that this goes. >> At the end of the day, it's about services, right? >> For sure. Yeah. >> I mean... >> You've got a great service. You're going to have high gross profits. >> Yeah >> Managed service provider business is alive and well, right? Because there are a number of customers that want that type of a service. >> I think that's going to be a really hot, hot button for you guys. I think being the way you guys are open, this channel, partner services model coming in, to the fold, really kind of makes for kind of that Supercloud like experience, where you guys now have an ecosystem. And that's my next question. You guys have an ecosystem going on, within Databricks. >> For sure. >> On top of this ecosystem. How does that work? This is kind of like, hasn't been written up in business school and case studies yet. This is new. What is this? >> I think, you know, what it comes down to is, you're seeing ecosystems begin to evolve around the data platforms. And that's going to be one of the big, kind of, new horizons for us as we think about what drives ecosystems. It's going to be around, well, what's the data platform that I'm using? And then all the tools that have to encircle that to get my business done. And so I think there's, you know, absolutely ecosystems inside of the AWS business on all of AWS's services, across data analytics and AI. And then to your point, you are seeing ecosystems now arise around Databricks in its Lakehouse platform as well. As customers are looking at well, if I'm standing these Lakehouses up and I'm beginning to invest in this, then I need a whole set of tools that help me get that done as well. >> I mean you think about ecosystem theory, we're living a whole nother dream. And I'm not kidding. It hasn't yet been written up and for business school case studies is that, we're now in a whole nother connective tissue, ecology thing happening. Where you have dependencies and value proposition. Economics, connectedness. So you have relationships in these ecosystems. >> And I think one of the great things about the relationships with these ecosystems, is that there's a high degree of overlap. >> Yeah. >> So you're seeing that, you know, the way that the cloud business is evolving, the ecosystem partners of Databricks, are the same ecosystem partners of AWS. And so as you build these platforms out into the cloud, you're able to really take advantage of best of breed, the broadest set of solutions out there for you. >> Joel, Jack, I love it because you know what it means? The best ecosystem will win, if you keep it open. >> Sure, sure. >> You can see everything. If you're going to do it in the dark, you know, you don't know the outcome. I mean, this is really kind of what we're talking about. >> And John, can I just add that when I was at Amazon, we had a theory that there's buyers and builders, right? There's very innovative companies that want to build things themselves. We're seeing now that that builders want to buy a platform. Right? >> Yeah. >> And so there's a platform decision being made and that ecosystem is going to evolve around the platform. >> Yeah, and I totally agree. And the word innovation gets kicked around. That's why, you know, when we had our Supercloud panel, it was called the innovators dilemma, with a slash through it, called the integrater's dilemma. Innovation is the digital transformation. So- >> Absolutely. >> Like that becomes cliche in a way, but it really becomes more of a, are you open? Are you integrating? If APIs are connective tissue, what's automation, what's the service messages look like? I mean, a whole nother set of, kind of thinking, goes on in these new ecosystems and these new products. >> And that thinking is, has been born in Delta Sharing, right? So the idea that you can have a multi-cloud implementation of Databricks, and actually share data between those two different clouds, that is the next layer on top of the native cloud solution. >> Well, Databricks has done a good job of building on top of the goodness of, and the CapEx gift from AWS. But you guys have done a great job taking that building differentiation into the product. You guys have great customer base, great growing ecosystem. And again, I think a shining example of what every enterprise is going to do. Build on top of something, operating model, get that operating model, driving revenue. >> Mm-hmm. >> Yeah. >> Whether, you're Goldman Sachs or capital one or XYZ corporation. >> S and P global, NASDAQ. >> Yeah. >> We've got, you know, the biggest verticals in the world are solving tough problems with Databricks. I think we'd be remiss because if Ali was here, he would really want to thank Amazon for all of the investments across all of the different functions. Whether it's the relationship we have with our engineering and service teams. Our marketing teams, you know, product development. And we're going to be at Reinvent. A big presence at Reinvent. We're looking forward to seeing you there, again. >> Yeah. We'll see you guys there. Yeah. Again, good ecosystem. I love the ecosystem evolutions happening. This NextGen Cloud is here. We're seeing this evolve, kind of new economics, new value propositions kind of scaling up. Producing more. So you guys are doing a great job. Thanks for coming on the Cube and taking the time. Joel, great to see you at the check. >> Thanks for having us, John. >> Okay. Cube coverage here. The world's changing as APN comes together with the marketplace for a new partner organization at Amazon web services. The Cube's got it covered. This should be a very big, growing ecosystem as this continues. Billions of being sold through the marketplace. And of course the buyers are happy as well. So we've got it all covered. I'm John Furry. your host of the cube. Thanks for watching. (upbeat music)

Published Date : Oct 10 2022

SUMMARY :

You guys have the keys to the kingdom on the micro, you know, You're in the middle of it. you know, unique use cases. to the relationship you have. and how does it relate to And so we see customers, you know, And obviously the integration Is that the products... buying in the marketplace? And that is the problem that Databricks And this product, it's the difference between So how do you guys look at So it's not a subset, it's the Everything, the flagship, and then you can use So customers are driving. For sure. Hey, I'm going to just you know, multiple ISV spend here is that the alternative So the marketplace allows multiple ways So it doesn't change So you guys are actually incented It's the right thing to do for out there. the marketplace to get Databricks stood up I get the infrastructure side, you know, Databricks is doing the same thing And that's where you see And that is one of the things that aren't as open as you guys, down the road, if they go that provider is able to innovate. that desire to innovate begins to degrade. So extract rents versus innovation. Yeah, exactly. But in the open world, you know, And the open source the protocol stacked with proprietary. You know the rest. And so like, you know, that was, I call it the chessboard, you know, And if you look at what every customer's And so the tools of tomorrow And I would say that, you know, And access to the core value. to data centers or software, you know, How are you guys working that the partners bring to to reimagine this. And I think, you know, And that's going to be the Yeah. You're going to have high gross profits. that want that type of a service. I think being the way you guys are open, This is kind of like, And so I think there's, you know, So you have relationships And I think one of the great things And so as you build these because you know what it means? in the dark, you know, that want to build things themselves. to evolve around the platform. And the word innovation more of a, are you open? So the idea that you and the CapEx gift from AWS. Whether, you're Goldman for all of the investments across Joel, great to see you at the check. And of course the buyers

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