Rob Gruener, Telstra & Raj Patnam, ScienceLogic | ScienceLogic Symposium 2019
>> from Washington, D. C. It's the queue covering science logic. Symposium twenty nineteen. Brought to you by Science Logic >> Hi, I'm student men and this is the Cubes coverage of Science Logic. Symposium twenty nineteen here at the Ritz Carlton in Washington, D. C. First of all, want Welcome back to the program. Roger Putnam, Who's the vice president of Global Solutions? That science logic Thanks for coming back and what with programme A first time Rob Gruner listed is this loosened architect from Telstra. But >> Rob, I actually had >> a chance to talk to some of your co ords there, they said. Arav robs a wizard. He's an engineer that does everything. So you know, solutions. Architect. Of course, we know that they're out there. They do a lot of different things and asleep, leased. Your peers say you're somebody that does quite a lot of different >> things. Did Jack of All trades master of none unfortunate >> way? It's all right, don't you know it is in vogue now to be, you know, a generalist. It's, you know, we've gone from specialties to well, oh no, it's it's platforms and everything's going to be everything, so I have plenty of background with Telstra, but maybe talk a little bit about you know, your role in the organization and what what kind of things you're involved in. Since you know some of those trades that you >> are jack of all, >> probably our spies have come into Telstra's an acquisition. So, you know, working for small company, you tend to do everything on. For some reason, I've been allowed to continue to do that on developing expertise around science logic. And that means I've been involved across a lot of areas of the business as we've been adopting science logic more widely, and it's been quite interesting. Process means eye contact, that expertise and then see how it's applied across the organization. So it's been quite interesting, >> awesome. One of things that's been interested in me and in talking to service Friday is talking to the enterprise customers is two. You know how many tools they had, how many they replaced with science logic, but also what things it's integrating with and working with. It was a big focus on the keynote this morning is, you know, integrations with Sam and you know all these various pieces, so maybe give us a little bit of kind of the scope. You know how long's tells me you've been using science logic, How broads the deployment and you know what? What? What does it do in? What does it tie into >> a tte? The mammoth is more enterprise focused. So on. That's the area. Tell Stur I come from so it's really around delivering services to her customers. Quite recently, we've seen then looking in deploying science logic across their carriage spokes and managing services there. That's quite a large deployment. You know, we're quite happy with that in terms of what is going to be doing for the business on the integrations, their endless. So Telstra, like a lot of large organizations, has a lot of different systems to talk to. A lot of different service dis, depending on the operational areas. So in service now is one of those. But it's a hollow of other stuff on, so that's a very challenging process. And sounds objects being pretty good at, you know, spreading itself around. Those >> give us a little insight as to you know, how fast things are changing. You know, hear Kafka and Streams and, you know, constantly moving I've been looking at the, you know, communities and container stuff that's happening, which is which is fast moving. So >> are definitely say it. And Telstra's trying as hard as akin to move as quickly as the market can allowed. So definitely it's virtual izing. ITT's automating II ops is a big component of what we're doing. It is extremely important for the business. >> Okay, so Alps is something you're doing have to We're not as mature as we'd like to video. I'm not sure if you saw the keynote this morning, but they put out a maturity models So would love for you to, you know, where are you when you look at that? They kind of had the three criterias there is. There's kind of the the machine learning, there's the automation and I'm trying to remember the third piece that was there, but you know where where are you today? You know, how'd you get there? And you know what? What's what's a little bit of the road map going forward? >> I think it might be probably our ambitions to be in that the upper end of the spectrum and into remediation, But that's an ambition and I think we've got a while to go with that. So, uh, more than that, I can't coming off >> its interests. So they have that The keynote tomorrow they're going. Jean Kim speaking on the deaf ops. And, you know, I'm a big fan of the Phoenix project and they talked about, you know, the jack of all trades that does it all. He could sometimes be the bottleneck in the system. Absolutely. Because you can't be up. I need something fixed. Well, we'LL go to Rob Rob all fix it. That's great. That fire floating mode. I know I've done that in my career, and it's one of those things. Oh, jeez, you're never going to move at this job because you're replaceable. It's like that's a dangerous place to be. >> It is s >> o. You know, we talk a little bit about, you know, you said, you know, science logic. You know that they position themselves as this is going to help you move that, you know, machine speed and keep up with that. Give us a little bit the reality of what you're seeing. How what does that impact your job? Your organization? >> Look, I think sounds logic has done a wonderful job within the organization. It's it's the legacy infrastructure within any organization, particularly tells her scale. That's really holding you back on. There's a lot of Well, I think people level with Intel Street. Move as quickly as we can, but we have such a large number of legacy systems to deal with. You know, we're looking at one deployment of Sands object. We were looking at IDing systems to kill, So it's a big task >> the wonderful technical death that we've all inherited. So So you know, Roger, you know, this something we hear from all customers. It'd be lovely if I had the mythical, you know, unicorn that, you know, start from the ground up and you know, he can start afresh. But we always have to have that mix and give it a little bit about what you're seeing. You know, about the Telstra in a little bit broader, You know, >> I think what tell us she has done really well with taking advantage of our technology was they didn't come in with this attitude of would rip out everything that we have and just have a magic easy bun. Software doesn't work that way. I think we've all learned the lessons of tough deployments when you try to stay out of fix everything. So they came in with a really gradual, phased approach of Get a couple pieces done where they had gaps. You start to fill those gaps. What's happening during the last few years as we've seen the shift greater change and they've taken advantage of the platforms, nationalities a hole as they go through their digitization efforts. And so as they digitize, they taking this step by step by step approach to you know what you were saying earlier with Rob does. He doesn't answer the question of being the one man band, but they did was they build it all process wise, using software to drive the automation. So once it's done one time, you're not stuck on the person anymore. And so I think when we look at our most successful customers like Telstra, it's because they've had this gradual, phased approach where they're using software rather than single person bottlenecks. And rather than having these tiger teams to try to solve problems and moving towards a better process to take advantage of the world, we're in today. So how >> do you measure success? You know, what are some of the business outcomes or, you know, k p I's that you understand how you're moving from kind of where you were to where you want to be. >> Uh, that's a difficult one to answer because particularly sounds, logic was used in so many different context. So for a certain part of the business, we might say, Are we monitoring the full stack? I were giving customers real value invisibility through the whole dynamic of the business. And then, in another context, we using sound subject. We were just saying, We just need to deploy its scale. We need two one board as quickly as possible. We need to keep the cost down to a minimum. We need to keep events that's allow as possible. Okay, so it's more about the efficiency argument, so it's really depends and way we're trying to use it and how we're deploying it. So >> how do you have visibility across how everybody is doing and getting trained on the latest things and keeping up to date and sharing best practices? How do you manage that internally, and how do you how do you do you network with your peers on some of that? >> Well, we've tried Teo really within. Tell us we have a concept of centre of excellence. So it's really about, you know, being recognizes the business experts in particular area and allowing the business to understand. That's that. That's where the expertise sits on a certain we've done a very good job with that and then allowing and communicating that after the business as well. So it's a very tough asked. It's a big business. We have thirty thousand people so often one person doesn't know about another person, another floor on the buildings, you know, to try and spread it across the biz, since we have fifty officers worldwide. So it's a process, you >> know? I mean, Roger just want one of things that here is, you know, science logic. It's not a widget, and it's, you know, can fit in a lot of different environments and a lot of different uses. You know, I heard of, you know, strong emphasis in into training had your CEO on where in his wizard tat for for for the that the learning knowledge that was gonna happen. So you know you talk a little bit about how science logic is looking to address this, especially for some you know, large customers like Telstra. >> You know, I think there's a general skills gap in is a whole beyond our technology beyond what's taking place in the world today. And you know, I've been in the business for quite a while, and we've long focused on training the operator on how to utilize the technology to solve their specific problems. And while that those aspects really powerful, some of the things we've done recently to go a step further is when we hear similar questions. We started record all of those so our customers could watch videos of how to solve problems instead of just going onto some form and let me type some question and hope somebody responds to in the future. You have read it for that. So we've got a look at a better mechanism and video based training handheld handling the customers we can build out these use cases drives the platform value, and what Telstra does it's really unique is they use the platform less so from a perspective of can I manage X y Z technology. But what can I build on top of it? How can I break the platform to some extend? And Rob is a mad scientist for us here. I mean, could jump into this more. But they've broken the platform to solve those business needs by addressing them individually. And what we've done is we've taken his best practices, and we rolled them back out to the rest of our customers. So with Robin, tell Hsia and a couple of other really great customers were driving a better community and sense of community so less question, answer form, less traditional support, more video, more community, more share ability. And that's where you're going to get additional quality. Coming out from the products are being delivered. Makes sense to you, Robert. Absolutely. >> Yeah, Rob. I mean, I love any commentary on that. You know, the network effect of software especially would talk about Sasser as a service type things, you know, that's what sales force really came out. It was like a weight one customer. Ask for something and wake everybody. You can take advantage of that or something similar. So are you seeing that kind of dynamics today with science logic and with others >> well, perfectly within the Telstra business. Absolutely so by building a capital into one area, you can share it across. And we found that we've been able to then sell the system internally, your internal stakeholders, so they appreciate the value of it and we can build on that. And then our customers, whilst we don't necessarily lady with the product they can. They see what's going on, and they basically then take it on as a service as well. So it's very, very interesting process. >> So one thing we haven't talked about yet, but you talk about data, you know, what's the role of data in your environment is something that you know key to the platform from science logic. How you leveraging it? How's that changing in your environment? One of the opportunities there. >> It's interesting questions. So as the telco, we collect a lot of data on DA. Obviously we have federal agencies who make that a requirement as well. So we have an existing data like initiative on that's very full of moment, and science logic is where we're looking at how we can add to that the value, valuable information and provides, but like everyone else, is a lot of data to collect, and it's an interesting process to try and make sense out of it and react accordingly. I mean, as a business, we were responding to millions and millions events of a day. So it's, you know, it's a difficult thing. >> Yeah, one of things. When we look at things like you know, anything that requires training like machine learning or the like, There's the balance between I want to learn from everybody. But you know, you're in a competitive marketplace. I don't want my competitors necessarily to get things. So you know the software products usually Well, I can isolate, and it doesn't have specific information. But how do you look at that dynamic of making sure that you gain from what the industry is doing, but that, you know, you could still stay competitive in ahead of your competition? >> Uh, >> no. I don't have a necessary can answer that. I suppose my head's tied into really what I could do with a platform and how I can then bring new technologies into the company's. So that's really are spies remind spaces on, Really, it's what I'm focused on. So you know what we do with the daughter probably is. He's not necessarily big concerns. How >> about that? There was quite a lot of announcements this week. The number of integrations as well as you know, update to the product. Anything specifically that you've been waiting for or that has caught your eye, >> the service now integration. I think it is far more advanced than has been in the past. On we have aspect of the business used thinks over quite heavily. So the fact that that's now matured and much more robust and you know which sort of offering that'LL have a lot of impact on the business. So I definitely mean the machine learning is another great thing on the question of then how that develops over time. So we'LL see how that goes. You >> know, Roger loves you know what? When I've been digging into some is the feedback you've been getting from customers and what's been leading toe, you know, some of the enhancement. So I would love, love your take on what you're saying. >> You know, I think one of the things that tell Sharpe pushed us towards a few years back was we're going to build. We already have a data like we don't need you to function. Is there Data Lake? So its multiple different Veda lakes And this concept of how do I move later From one day to lake to a different data Lake lakes within lakes ponds. Whatever the terminology is today the data ocean, our family perfect. And I'm getting to that data ocean from our lake. We have to go get streaming data. So now I'm going to extremes against really geographic here. But, you know, Rob really pushed us to make sure we could go right to Kaka buses and pushed data out. So what do you do with the data? And so tell Strip has been a, you know, an early adopter of a lot of our technology. And by being an early adopter, they've pushed us in a number of directions. So I think when you see a lot of the functionality that we've released this week and we've announced, it's been because of our customer base because of our partners like Telstra, that need to drive the business for further and forward, especially the industry like Telco World, where everything is mobile everything's moving so fast and aggressively. They're really like a good sounding board for where we need to go and how do we get there and and that drive And that partnership is What I think I'm most excited about working with tell sure is they demand from us to be excellent, and that gets great product coming out. And we see the results this week with all of our customers excitingly looking at stream treating capability that Rob was pushing us for well in advance of anyone else. >> Yeah, Robin, I want to give you the final word. You know, I can't help but notice you actually co branded shirts you've got tell star on your arm wither with science logic there. So, obviously, more than just a vendor relationship there, maybe close us out with you know how important science logic is. Two to your business >> job, Critical part of the business. I mean, particularly where we're looking at the commodity aspect of many services, you know, we can't survive unless we can provide quality, invaluable information where customers and really sounds. Logic has been the key platform for that. So in some respects, we're resting, you know, an aspect of the business entirely and Scientology's hands and we're hoping they'LL deliver >> well, Robin Raj, Thank you so much for joining us. Just sharing all the progress that you've made in. You know where things were going? Thanks so much, thanks to all right. And I'm student men. This is the Cube at Science Logic Symposium twenty nineteen. Thanks for watching.
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Brought to you by Science Logic Who's the vice president of Global Solutions? So you know, solutions. with Telstra, but maybe talk a little bit about you know, your role in the organization and you know, working for small company, you tend to do everything on. How broads the deployment and you know what? And sounds objects being pretty good at, you know, spreading itself around. give us a little insight as to you know, how fast things are changing. It is extremely important for the business. you know, where are you when you look at that? I think it might be probably our ambitions to be in that the upper end of the spectrum And, you know, I'm a big fan of the Phoenix project and they talked about, You know that they position themselves as this is going to help you move that, you know, machine speed and keep That's really holding you back on. you know, unicorn that, you know, start from the ground up and you know, he can start afresh. And so as they digitize, they taking this step by step by step approach to you know what You know, what are some of the business outcomes or, you know, k p I's that you understand So for a certain part of the business, we might say, So it's really about, you know, being recognizes the business experts in particular area and allowing You know, I heard of, you know, strong emphasis in into training had your CEO on where in his wizard tat for And you know, I've been in the business for quite a while, and we've long focused on training So are you seeing that kind of dynamics today with science logic and with others you can share it across. So one thing we haven't talked about yet, but you talk about data, you know, what's the role of data in your environment So it's, you know, it's a difficult thing. but that, you know, you could still stay competitive in ahead of your competition? So you know what we do with the daughter probably is. The number of integrations as well as you know, So the fact that that's now matured and much more robust and you know and what's been leading toe, you know, some of the enhancement. So I think when you see a lot of the functionality that we've released this week and we've announced, more than just a vendor relationship there, maybe close us out with you know how important science we're resting, you know, an aspect of the business entirely and Scientology's hands and we're hoping they'LL deliver well, Robin Raj, Thank you so much for joining us.
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Amit Sinha, Zscaler | CUBEConversations, January 2020
(funk music) (funk music) (funk music) (funk music) >> Hello and welcome to theCUBE studios in Palo Alto, California for another CUBE conversation where we go in-depth with thought leaders driving innovation across the tech industry. I'm your host, Peter Burris. Every enterprise is responding to the opportunities of cloud with significant changes in people, process, how they think about technology, how they're going to align technology overall with their business and with their business strategies. Now those changes are affecting virtually every aspect of business but especially every aspect of technology. Especially security. So what does it mean to envision a world in which significant new classes of services are being provided through cloud mechanisms and modes, but you retain and in fact, even enhance the quality of security that your enterprise can utilize. To have that conversation, we're joined today by a great guest, Amit Sinha is president and CTO at Zscaler. Amit, welcome back to theCUBE. >> Thank you Peter, it's a pleasure to be here. >> So before we get into it, what's new at Zscaler? >> Well, at Zscaler our mission is to make the internet and cloud a secure place for businesses and as I engage with our global 2000 customers and prospects, they are going through some of the digital transformation challenges that you just alluded to. Specifically for security, what is happening is that they had a lot of applications that were sitting in a data center or in their headquarters and that center of gravity is now moving to the cloud. They probably adopt their Office 365, and Box, and Salesforce, and these applications have moved out. Now in addition, the users are everywhere. They're accessing those services, not just from offices but also from their mobile devices and home. So if your users have left the building, and your applications are no longer sitting in your data center, that begs that question: Where should the security stack be? You know, it cannot be your legacy security appliances that sat in your DMZ and your IT closets. So that's the challenge that we see out there, and Zscaler is helping these large global organizations transform their security and network for a more mobile and a cloud-first world. >> Distributed world? So let me make sure I got this right. So basically, cause I think I totally agree with you >> Right. >> Just to test it, that many regarded the cloud as a centralization strategy. >> Correct. >> What we really see happening, is we're seeing enterprises more distribute their data, more distribute their processing, but they have not updated how they think about security so the presumption is, "yeah we're going to put more processing data out closer to the action but we're going to backhaul a whole bunch back to our security model," and what I hear you saying is no, you need to push those security services out to where the data is, out to where the process, out to where the user is. Have I got that right? >> You have nailed it, right. Think of it this way, if I'm a large global 2000 organization, I might have thousands of branches. All of those branches, traditionally, have used a hub-and-spoke network model. I might have a branch here in Palo Alto but my headquarters is in New York. So now I have an MPLS circuit connecting this branch to New York. If my Exchange server and applications and SAP systems are all there, then that hub-and-spoke model made sense. I am in this office >> Right. >> I connect to those applications and all my security stack is also there. But fast forward to today, all of those applications are moving and they're not just in one cloud. You know, you might have adopted Salesforce.com for CRM, you might have adopted Workday, you might have adopted Office 365. So these are SaaS services. Now if I'm sitting here in Palo Alto, and if I have to access my email, it makes absolutely no sense for me to VPN back to New York only to exit to the internet right there. What users want is a fast, nimble user experience without security coming in the way. What organizations want is no compromise in their security stack. So what you really need is a security stack that follows the user wherever they are. >> And the data. >> And the data, so my data...you know Microsoft has a front-door service here in Redwood City and if if you are a user here and trying to access that, I should be able to go straight with my entire security stack right next to it. That's what Gartner is calling SASE these days. >> Well, let's get into that in a second. It almost sounds as though what you're suggesting is that the enterprise needs to look at security as a SaaS service itself. >> 100 percent. If your users are everywhere and if your applications are in the cloud, your security better be delivered as a consistent "as-a-service," right next to where the users are and hopefully co-located in the same data center as where the applications are present so the only way to have a pervasive security model is to have it delivered in the cloud, which is what Zscaler has been doing from day one. >> Now, a little spoiler alert for everybody, Zscaler's been talking about this for 10-plus years. >> Right. >> So where are we today in the market place starting to recognize and acknowledge this transformation in the basic security architecture and platform that we're going through? >> I'm very excited to see that the market is really adopting what Zscaler has been talking about for over a decade. In fact, recently, Gartner released a paper titled "SASE," it stands for Secure Access Service Edge and there are, I believe, four principal tenets of SASE. The first one, of course, is that compute and security services have to be right at the edge. And we talked about that. It makes sense. >> For where the service is being delivered. >> You can't backhaul traffic to your data center or you can't backhaul traffic to Google's central data center somewhere. You need to have compute capabilities with things like SSL Interception and all the security services running right at the edge, connecting users to applications in the shortest path, right? So that's sort of principle number one of SASE. The second principle that Gartner talks about, which again you know, has been fundamental to Zscaler's DNA, is to keep your devices and your branch offices light. Don't shove too much complexity from a security perspective on the user devices and your branches. Keep it simple. >> Or the people running those user devices >> Absolutely >> in the branches >> Yeah, so you know, keep your branch offices like a light router, that forwards traffic to the cloud, where the heavy-lifting is done. >> Right. >> The third principle they talk about is to deliver modern security, you need to have a proxy-based architecture and essentially what a proxy architecture allows you to do is to look at content, right? Gone are the days where you could just say, stop a website called "evil.com" and allow a website "good.com," right? It's not like that anymore. You have to look at content, you know. You might get malware from a Google Drive link. You can't block Google now, right? So looking at SSL-encrypted content is needed and firewalls just can't do it. You have to have a proxy architecture that can decrypt SSL connections, look at content, provide malware services, provide policy-based access control services, et cetera and that's kind of the third principle. And finally what Gartner talks about is SASE has to be cloud-native, it has to be, sort of, born and bred in the cloud, a true multitenant, cloud-first architecture. You can't take, sort of, legacy security appliances and shove it in third-party infrastructure like AWS and GCP and deliver a cloud service and the example I use often is, just because you had a great blu-ray player or a DVD player in your home theater, you can't take 100,000 of these and shove it into AWS and become a Netflix. You really need to build that service from the ground up. You know, in a multitenant fashion and that's what we have done for security as a service through the cloud. >> So we are now, the market seems to be kind of converging on some of the principles that Zscaler's been talking about for quite some time. >> Right. >> When we think about 2020, how do you anticipate enterprises are going to respond as a consequence of this convergence in acknowledging that the value proposition and the need are starting to come together? >> Absolutely, I think we see the momentum picking up in the market, we have lots of conversations with CIO's who are going through this digital transformation journey, you know transformation is hard. There's immune response in big organizations >> Sure. >> To change. Not much has changed from a security and network architecture perspective in the last two decades. But we're seeing more and more of that. In fact, over 400 of global 2000 organizations are 100 percent deployed on Zscaler. And so that momentum is picking up and we see a lot of traction with other prospects who are beginning to see the light, as we say it. >> Well as you start to imagine the relationship between security and data, between security and data, one of the things that I find interesting is many respects to cloud, especially as it becomes more distributed, is becoming better acknowledged almost as a network of services. >> Right. >> As opposed to AWS as a data center here and that makes it a cloud data center. >> Right. >> It really is this network of services, which can happen from a lot of different places, big cloud service providers, your own enterprise, partners providing services to you. How does the relationship between Zscaler and kind of an openness >> Hm-mm. >> Going to come together? Hm-mm. >> So that you can provide services from a foreign enterprise to the enterprise's partners, customers, and others that the enterprise needs to work with. >> That's a great question, Peter and I think one of the most important things I tell our customers and prospects is that if you look at a cloud-delivered security architecture, it better embrace some of the SASE principles. One of the first things we did when we built the Zscaler platform was to distribute it across 150 data centers. And why did we do that? We did that because when a user is going to destinations, they need to be able to access any destination. The destination could be on Azure, could be on AWS, could be Salesforce, so by definition, it has to be carrier-neutral, it has to be cloud-neutral. I can't build a service that is designed for all internet traffic in a GCP or AWS, right. So how did we do that? We went and looked at one of the world's best co-location facilities that provide maximum connectivity options in any given region. So in North America, we might be in an Equinix facility and we might use tier one ISPs like GTT and Zayo that provide excellent connectivity to our customers and the destinations they want to visit. When you go to China, there's no GCP there, right so we work with China Unicom and China Telecom. When we are in India, we might work with an Airtel or a Sify, when we are in Australia, we might be working with Telstra. So we work with, you know, world class tier one ISPs in best data centers that provide maximum connectivity options. We invested heavily in internet exchange connectivity. Why? Because once you come to Zscaler, you've solved the physics problem by building the data center close to you, the next thing is, you want quickly go to your application. You don't want security to be in the way >> Right. >> Of application access. So with internet exchange connectivity, we are peered in a settlement-free way or BGP with Microsoft, with Akamai, with Apple, with Yahoo, right. So we can quickly get you to the content while delivering the full security stack, right? So we had to really take no shortcuts, back to your point of the world is very diverse and you cannot operate in a walled garden of one provider anymore and if you really build a cloud platform that is embracing some of the SASE principles we talked about, you have to do it the hard way. By building this one data center at a time. >> Well, you don't want your servicers to fall down because you didn't put the partnerships in place >and hardend them Correct. >> As much as you've hardened some of the other traffic. So as we think about kind of, where this goes, what do you envision Zscaler's, kind of big customer story is going to be in 2020 and beyond? Obviously, the service is going to be everywhere, change the way you think about security, but how, for example, is the relationship between the definition of the edge and the definition of the secure service going to co-evolve? Are people going to think about the edge differently as they start to think more in terms of a secure edge or where the data resides and the secure data, what do you think? >> Let's start off with five years and go back, right? >> We're going forward. >> Work our way back. Well, five years from now, hopefully everyone is on a 5G phone, you know, with blazing-fast internet connections, on devices that you love, your applications are everywhere, so now think of it from an IT perspective. You know, my span of control is becoming thinner and thinner, right? my users are on devices that I barely control. My network is the internet that I really don't control. My applications have moved to the cloud or either hosted in third-party infrastructure or run as a SaaS application, which I really don't control. Now, in this world, how do I provide security? How do I provide user experience? Imagine if you are the CIO and your job is to make all of this work, where will you start, right? So those are some of the big problems that we are helping our customers with. So this-- >> Let me as you a question 'cause here's where I was going with the question. I would start with, if I can't control all these things, I'm going to apply my notion of security >> Hm-mm. >> And say I am going to control that which is within >> Right. >> my security boundaries, not at a perimeter level, not at a device level, but at a service level. >> Absolutely and that's really the crux of the Zscaler platform service. We build this Zero Trust architecture. Our goal is to allow users to quickly come to Zscaler and Zscaler becomes the policy engine that is securely connecting them to all the cloud services that they want to go to. Now in addition, we also allow the same users to connect to internal applications that might have required a traditional VPN. Now think of it this way, Peter. When you connect to Google today, do you VPN to Google's network? To access Gmail? No. Why should you have to VPN to access an internal application? I mean, you get a link on your mobile phone, you click on it and it didn't work because it required a separate form of network access. So with Zscaler Internet Access and Zscaler Private Access, we are delivering a beautiful service that works across 150 data centers. Users connect to the service and the service becomes a policy engine that is securely connecting you to the destinations that you want. Now, in addition, you asked about what's going to happen in a couple of years. The same service can be extended for partners. I'm a business, I have hundreds of partners who want to connect to me. Why should I allow legacy VPN access or private circuits that expose me? I don't even know who's on the other end of the line, right? They come onto my network and you hear about the Target breaches because some HVAC contract that had unrestricted access, you hear about the Airbus breach because another contract that had access. So how do we build a true Zero Trust cloud platform that is securely allowing users, whether it's your employees, to connect to named applications that they should, or your partners that need access to certain applications, without putting them on the network. We're decoupling application access from network access. And there's one final important linchpin in this whole thing. Remember we talked about how powerless organizations >> Right. >> feel in this distributed model? Now imagine, your job is to also ensure that people are having a good user experience. How will you do that, right? What Zscaler is trying to do now is, we've been very successful in providing the secure and policy-based connectivity and our customers are asking us, hey, you're sitting in between all of this, you have visibility into what's happening on the user's device. Clearly you're sitting in the middle in the cloud and you see what's happening on the left-hand side, what's happening on the right-hand side. You know, you have the cloud effect, you can see there's a problem going on with Microsoft's network in the China region, right? Correlate all of that information and give me proactive intelligence around user experience and that's what we launched recently at Zenith Live. We call it Zscaler Digital Experience, >> Hmm. >> So overall the goal of the platform is to securely connect users and entities to named applications with Zero Trust principles. We never want security and user experience to be orthogonal requirements that has traditionally been the case. And we want to provide great user experience and visibility to our customers who've started adopting this platform. >> That's a great story. It's a great story. So, once again, I want to thank you very much for coming in and that's Amit Sinha, who is the president and CTO at Zscaler, focusing a lot on the R&D types of things that Zscaler's doing. Thanks again for being on theCUBE. >> It's my pleasure, Peter. Always enjoy talking to you. >> And thanks for joining us for another CUBE conversation. I'm Peter Burris, see you next time. (funk music) (funk music)
SUMMARY :
Every enterprise is responding to the opportunities and that center of gravity is now moving to the cloud. I totally agree with you Just to test it, that many regarded the cloud our security model," and what I hear you saying is connecting this branch to New York. and if I have to access my email, and if if you are a user here is that the enterprise needs to look at security and hopefully co-located in the same data center Zscaler's been talking about this for 10-plus years. have to be right at the edge. is to keep your devices and your branch offices light. Yeah, so you know, keep your branch You have to look at content, you know. kind of converging on some of the principles that in the market, we have lots of conversations with and we see a lot of traction Well as you start to imagine the relationship and that makes it a cloud data center. and kind of an openness Going to come together? that the enterprise needs to work with. the next thing is, you want quickly go to your application. of the world is very diverse and you cannot operate Well, you don't want your servicers to fall down So as we think about kind of, where this goes, on devices that you love, your applications are everywhere, I'm going to apply my notion of security my security boundaries, not at a perimeter level, to the destinations that you want. and you see what's happening on the left-hand side, is to securely connect users and entities to So, once again, I want to thank you very much for coming in Always enjoy talking to you. I'm Peter Burris, see you next time.
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Ajay Vohora & Lester Waters, Io-Tahoe | AWS re:Invent 2019
>>LA Las Vegas. It's the cube covering AWS reinvent 2019, brought to you by Amazon web services and they don't care along with its ecosystem partners. >>Fine. Oh, welcome back here to Las Vegas. We are alive at AWS. Reinvent a lot with Justin Warren. I'm John Walls day one of a jam pack show. We had great keynotes this morning from Andy Jassy, uh, also representatives from Goldman Sachs and number of other enterprises on this stage right now we're gonna talk about data. It's all about data with IO Tahoe, a couple of the companies, representatives, CEO H J for horror. Jorge J. Thanks for being with us. Thank you Joan. And uh, Lester waters is the CSO at IO Tahoe. Leicester. Good afternoon to you. Thanks for being with us. Thank you for having us. CJ, you brought a football with you there. I see. So you've come prepared for a sport sport. I love it. All right. But if this is that your booth and your, you're showing here I assume and exhibiting and I know you've got a big offering we're going to talk about a little bit later on. First tell us about IO Tahoe a little bit to inform our viewers right now who might not be too familiar with the company. >>Sure. Well, our background was dealing with enterprise scale data issues that were really about the complexity, the amount of data and different types of data. So 2014 around when we're in stealth, kind of working on our technology, uh, the, a lot of the common technologies around them were Apache base. So Hadoop, um, large enterprises that were working with like a GE, Comcast had a cow help us come out of stealth in 2017. Uh, and grave, it's gave us a great story of solving petabyte scale data challenges, uh, using machine learning. So, uh, that manual overhead, that more and more as we look at, uh, AWS services, how do we drive the automation and get the value from data, uh, automation. >>It's gotta be the way forwards. All right, so let's, let's jump onto that then. Uh, on, on that notion, you've got this exponential growth in data, obviously working off the edge internet of things. Um, all these inputs, right? And we have so much more information at our disposal. Some of it's great, some of it's not. How do we know the difference, especially in this world where this exponential increase has happened. Lester, I mean, just tackle that for, from a, uh, from a company perspective and identifying, you know, first off, how do we ever figure out what do we have that's that valuable? Where do we get the value out of that, right? And then, um, how do we make sense of it? How do we put it into practice? >>Yeah. So I think not most enterprises have a problem with data sprawl. There's project startup, we get a block of data and then all of a sudden the new, a new project comes along, they take a copy of that data. There's another instance of it. Then there's another instance for another project. >>And suddenly these different data sources become authoritative and become production. So now I have three, four, or five different instances. Oh, and then there's the three or four that got canceled and they're still sitting around. And as an information security professional, my challenge is to know where all of those pieces of data are so that, so that I can govern it and make sure that the stuff I don't need is gotten rid of it deleted. Uh, so you know, using the IO Tahoe software, I'm able to catalog all of that. I'm able to garner insights into that data using the, the nine patent pending algorithms that we have, uh, to, to find that, uh, to do intelligent tagging, if you will. So, uh, from my perspective, I'm very interested in making sure that I'm adhering to compliance rules. So the really cool thing about the stuff is that we go and tag data, we look at it and we actually tie it to lines of regulations. So you could go CC CCPA. This bit of text here applies to this. And that's really helpful for me as an information security professional because I'm not necessarily versed on every line of regulation, but when I can go and look at it handily like that, it makes it easier for me to go, Oh, okay, that's great. I know how to treat that in terms of control. So that for, that's the important bit for me. So if you don't know where your data is, you can't control it. You can't monitor it. >>Governance. Yeah. The, the knowing where stuff is, I'm familiar with a framework that was developed at Telstra back in Australia called the five no's, which is about exactly that. Knowing where your data is, what is it, who has access to it? Cause I actually being able to cattle on the data then like knowing what it is that you have. This is a mammoth task. I mean that's, that's hard enough 12 years ago. But like today with the amount of data that's actually actively being created every single day, so how, how does your system help CSOs tackle this, this kind of issue and maybe less listed. You can, you can start off and then, then you can tell us a bit more of yourself. >>Yeah, I mean I'll start off on that. It's a, a place to kind of see the feedback from our enterprise customers is as that veracity and volume of data increases. The, the challenge is definitely there to keep on top of governing that. So continually discovering that new data created, how is it different? How's it adding to the existing data? Uh, using machine learning and the models that we create, whether it's anomaly detection or classifying the data based on certain features in the data that allows us to tag it, load that in our catalog. So I've discovered it now we've made it accessible. Now any BI developer data engineer can search for that data in a catalog and make something from it. So if there were 10 steps in that data mile, we definitely sold the first four or five to of bring that momentum to getting value from that data. So discovering it, catalog it, tagging the data to make it searchable, and then it's free to pick up for whatever use case is out there, whether it's migration, security, compliance, um, security is a big one for you. >>And I would also add too, for the data scientists, you know, knowing all the assets they have available to them in order to, to drive those business value insights that they're so important these days. For companies because you know, a lot of companies compete on very thin margins and, and, and having insights into their data and to the way customers can use their data really can make, make or break a company these days. So that's, that's critical. And as Aja pointed out, being able to automate that through, through data ops if you will, uh, and drive those insights automatically is great. Like for example, from an information security standpoint, I want to fingerprint my data and I want to feed it into a DLP system. And so that, you know, I can really sort of keep an eye out if this data is actually going out. And it really is my data versus a standard reject kind of matching, which isn't the best, uh, techniques. So >>yeah. So walk us through that in a bit more detail. So you mentioned tagging is essentially that a couple of times. So let's go into the details a little bit about what that, what that actually means for customers. My understanding is that you're looking for things like a social security number that could be sitting somewhere in this data. So finding out where are all these social security numbers that I may not be aware of and it could be being shared with someone who shouldn't have access to that, but it is there, is that what it is or are they, are there other kinds of data that you're able to tag that traditional purchase? >>Yeah. Was wait straight out of the box. You've got your um, PII or personally, um, identifiable information, that kind of day that is covered under the CCPA GDPR. So there are those standards, regulatory driven definitions that is social security number name, address would fall under. Um, beyond that. Then in a large enterprise, you've got a clever data scientists, data engineers you through the nature of their work can combine sets of data that could include work patterns, IDs, um, lots of activity. You bring that together and that suddenly becomes, uh, under that umbrella of sensitive. Um, so being able to tag and classify data under those regulatory policies, but then is what and what could be an operational risk to an organization, whether it's a bank, insurance, utility, health care in particular, if you work in all those verticals or yeah, across the way, agnostic to any vertical. >>Okay. All right. And the nature of being able to do that is having that machine learning set up a baseline, um, around what is sensitive and then honing that to what is particular to that organization. So, you know, lots of people will use ever sort of seen here at AWS S three, uh, Aurora, Postgres or, or my sequel Redshift. Um, and also different ways the underlying sources of that data, whether it's a CRM system, a IOT, all of those sources have got nuances that makes every enterprise data landscape just slightly different. So China make a rules based, one size fits all approach is, is going to be limiting, um, that the increase your manual overhead. So customers like GE, Comcast, um, that move way beyond throwing people at the problem, that's no longer possible. Uh, so being smart about how to approach this, classifying the data, using features in the data crane, that metadata as an asset just as an eight data warehouse would be, allows you to, to enable the rest of the organization. >>So, I mean, you've talked about, um, you know, deriving value and identifying value. Um, how does ultimately, once you catalog your tag, what does this mean to the bottom line of terms of ROI? How does AWS play into that? Um, you know, why am I as, as a, as a company, you know, what value am I getting out of, of your abilities with AWS and then having that kind of capability. >>Yeah. We, we did a great study with Forester. Um, they calculated the ROI and it's a mixture of things. It's that manual personnel overhead who are locked into that. Um, pretty unpleasant low productivity role of wrangling with data for want of a better words to make something of it. They'd much rather be creating the dashboards that the BI or the insights. Um, so moving, you know, dozens of people from the back office manual wrangling into what's going to make difference to the chief marketing officer and your CFO bring down the cost of served your customer by getting those operational insights is how they want to get to working with that data. So that automation to take out the manual overhead of the upfront task is an allowing that, that resource to be better deployed onto the more interesting productive work. So that's one part of the ROI. >>The other is with AWS. What we've found here engaging with the AWS ecosystem is just that speed of migration to AWS. We can take months out of that by cataloging what's on premise and saying, huh, I date aside. So our data engineering team want to create products on for their own customers using Sage maker using Redshift, Athena. Um, but what is the exact data that we need to push into the cloud to use those services? Is it the 20 petabytes that we've accumulated over the 20 last 20 years? That's probably not going to be the case. So tiering the on prem and cloud, um, base of that data is, is really helpful to a data officer and an information architect to set themselves up to accelerate that migration to AWS. So for people who've used this kind of system and they've run through the tagging and seen the power of the platform that you've got there. So what are some of the things that they're now able to do once they've got these highly qual, high quality tagged data set? >>So it's not just tagging too. We also do, uh, we do, we do, we do fuzzy, fuzzy magic so we can find relationships in the data or even relationships within the data in terms of duplicate. So, so for example, somebody, somebody got married and they're really the same, you know, so now there's their surname has changed. We can help companies find that, those bits of a matching. And I think we had one customer where we saved about, saved him about a hundred thousand a year in mailing costs because they were sending, you know, to, you know, misses, you know, right there anymore. Her name was. And having the, you know, being able to deduplicate that kind of data really helps with that helps people save money. >>Yep. And that's kind of the next phase in our journey is moving beyond the tag in the classification is uh, our roadmap working with AWS is very much machine learning driven. So our engineering team, uh, what they're excited about is what's the next model, what's the next problem we can solve with AI machine learning to throw at the large scale data problem. So we'll continually be curating and creating that metadata catalog asset. So allow that to be used as a resource to enable the rest of the, the data landscape. >>And I think what's interesting about our product is we really have multiple audiences for it. We've got the chief data officer who wants to make sure that we're completely compliant because it doesn't want that 4% potential fine. You know, so being able to evidence that they're having due diligence and their data management will go a long way towards if there is a breach because zero days do happen. But if you can evidence that you've really been, been, had a good discipline, then you won't get that fine or hopefully you won't get a big fine. And that the second audience is going to be information security professionals who want to secure that perimeter. The third is going to be the data architects who are trying to, to uh, to, you know, manage and, and create new solutions with that data. And the fourth of course is the data scientists trying to drive >>new business value. >>Alright, well before we, we, we, we um, let y'all take off, I want to know about, uh, an offering that you've launched this week, uh, apparently to great success and you're pretty excited about just your space alone here, your presence here. But tell us a little bit about that before you take off. >>Yeah. So we're here also sponsoring the jam lounge and everybody's welcome to sign up. It's, um, a number of our friends there to competitively take some challenges, come into the jam lounge, use our products, and kind of understand what it means to accelerate that journey onto AWS. What can I do if I show what what? Yeah, give me, give me an idea about the blog. You can take some chances to discover data and understand what data is there. Isn't there fighting relationships and intuitively through our UI, start exploring that and, and joining the dots. Um, uh, what, what is my day that knowing your data and then creating policies to drive that data into use. Cool. Good. And maybe pick up a football along the way so I know. Yeah. Thanks for being with us. Thank you for half the time. And, uh, again, the jam lounge, right? Right, right here at the SAS Bora AWS reinvent. We are alive. And you're watching this right here on the queue.
SUMMARY :
AWS reinvent 2019, brought to you by Amazon web services So you've come prepared for So Hadoop, um, large enterprises that were working with like and identifying, you know, first off, how do we ever figure out what do we have that's that There's project startup, we get a block of data and then all of a sudden the new, a new project comes along, So that for, that's the important bit for me. it is that you have. tagging the data to make it searchable, and then it's free to pick up for And I would also add too, for the data scientists, you know, knowing all the assets they So let's go into the details a little bit about what that, what that actually means for customers. Um, so being able to tag and classify And the nature of being able to do that is having Um, you know, why am I as, as a, as a company, you know, what value am I Um, so moving, you know, dozens of people from the back office base of that data is, is really helpful to a data officer and And having the, you know, being able to deduplicate that kind of data really So allow that to be used as a resource And that the second audience is going you take off. start exploring that and, and joining the dots.
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Dominique Jodoin, NoviFlow | Fortinet Accelerate 2019
>> Live from Orlando, Florida It's the que covering accelerate nineteen. Brought to you by important >> Welcome back to the Cube. Live from Orlando, Florida at Fortinet Accelerate twenty ninety nine. Lisa Martin Joining and welcoming to the queue for the first time, the CEO and president of Novy Flow. Dominique Jordan. Dominic. Great to have you joining on the Cube at accelerate. So here we are in Orlando, talking about all things cyber security. I just came from the keynote session where Fortinet was talking about how much they're innovating. What? How they're leading from a competitive perspective. What customers air saying why their security fabric is so differentiated? No, the flow is one of their security fabric ready partners. But before we talk about that, why don't you take a minute or two to describe to our audience who know the flow is and what you guys are doing in cybersecurity? >> Yeah, way We came in a little bit by accident. The cyber security. We we've been founded seven years ago, and the idea was to create the very programmable networks. It's very much in line with what we heard today on the keynote, and we became a technology leader in that field as the and software defined networking. And three, four years ago, customers started to use our product, obviously for cybersecurity application. We didn't even know about that. They don't necessarily tell us, and we spend a bit more focus into it. And over time we started to work with fortunate, for example. And now we have a developing. Is Greg relationship great solutions? Also for the for the customers. >> So one of the things that we understand from Fortinet and from all of the conversations that the Cube has globally is is that digital transformation is fundamental to every business to compete right. But as is secure transformation and security transformation, very challenging to do as businesses. And you think of any industry, financial services, retail, consumer packaged goods. As they expand digitally, so does the attack surface. So one of the things that fourteen it talks about is it's not enough anymore to have these point solutions pointed at different, you know, on Prem Cloud edge that the entire infrastructure as it's changing and they attacked services expanding has got to be protected more from an integrated perspective. This notion of the of the security fabric. Talk to us about a fabric ready partnership. What that means to know that though I know that's only in the last six months or so. So walk us through what you did to become a fabric ready partner and what it is that you in forging that are seeing in the market as challenges that you're helping to results. >> Yeah, what we see. Actually, I like to decide the defined that as a battlefield, the attacks are being waged, really, and and the band we feel is the networks of those carriers. There was a government agencies, large enterprise, etcetera, and those those companies are not really taking advantage of their position because, in fact, with the right network fabric the right tools to be able to react, they could actually be very much more powerful. So this is where we are working with forty nine to equip those customers with solutions that are much more agile, more programmable because the network is also evolving. It's not only that the attacks are broader, they also changing the nature of it is changing, and the fact that we came from a background of working at the edge of the networks mostly. Well, I wouldn't mention that before we deployed. Typically at the large tier one carriers all around the world are mentioned. A few tell Strike group, wait deployed at the Hutchison Group Young law, etcetera. And also a two of these five eyes. So government agencies that are engage in fighting these attacks. So So we come with a background of working in a decentralized approach anyway, So it was a very natural evolution. Work was done with Fortinet so far. So what we built so far together we built some integrated solutions s So far, we have two solutions that we are demonstrating two customers. The first one is to allow the large. It tends to be the larger customer fortunate that are making the transition from a in existing appliance to virtual eyes solutions. That's an area where we are very effective at helping them to scale. And those would be for customers that would have say, hundred gig of traffic or more. So we're fortunate we built a and undermanned solution. It's an integrated solution that enables those carriers to are. Those customers could be other kind of customers to gradually grow the number of the EMS that are used in real time for doing whatever Sabbath security job they have to do. And if they the demand comes down, these v EMS were released in the customer data centers. To do some other jobs like this is one of the products that we built together, and we are demonstrating. The second one is a. A feature of that is that we can process about the way this is Ah is able to scale all the way up to six point five terra bits per second. I'Ll repeat that six point five terror bits per second. This is a unheard of and this is, I think one of the interests of Fortinet is working with no visible. We already have developed not really the metal ring system, but all the O. N m features that you demand as a customer to be deployed in the real world. So so that's that. That's the base on. The second option is that we developed is a carry Great Nat again. Same idea. We can scale the Terra great net analysis up to one point six terabit per second. Former, very powerful. They're powerful solutions to meet this this raising the man which you talked about? They say this literally a wave of attacks coming more and more. >> So you mentioned some customers by name. Telstra, for example. CEO to CEO conversations tells, has been around for a long time as the organization expands digitally. And we talked about a minute ago as this the attack surface. What are some of the conversations that you're having with the scene? The C suite about security? It's not just talking to, you know, network security admits. Right? What are those conversations that you're having with the CEO in the C suite that are where they're saying these are my business problems? Dominic, help us solve these problems. >> Well, it comes to two words, basically its scale and are slow flexibility. It comes to that simple. Is this so they are struggling to see how they can cope with the especially the ones that are virtual izing because you end up. Imagine the model is that you go from a very powerful appliance and once you virtual eyes this appliance, you might end up with thirty different servers, you know, running in parallel, you have to have low balancers in front of it. That makes for a very complex and very expensive solution. So that's that's are they searching for? How can we reduce the complexity, for example, one of the advantages of our product working side by side with fortunate. Since we worked at six point five terabytes per second, we do some of the pre processing of the traffic before it hits the virtualized solution forty gate, for example. We have built some blacklist white list we can do also the load balancing. No need to install some additional law balancing can have. That is a kind of a black box I get that does all the required feature to increase the scaling off those those combined solution and the second, the second party flexibility. You got to be able to evolves your solution in time as these attacks are revolving now or product is built from bottom up, and it's built on and infrastructure typically white boxes that are running chips that are programmable by us. So the software, the NASA's it's Gone, is complemented by some very easy to use porting layers if you like. So the Fortinet solution could be easily adapted to this platform and And that's how we can achieve this kind of throughput. And in fact, I will tell to your viewers that we already have built live demos of those solutions in the Sofia anti police lab in France. The labs of Fortinet, Where were you? We're doing demos for the for customers of those solutions. >> So I'MA tell Stir, though, and you said speed and flexibility scale rather the other sailor disability scale. Inflexibility. What are some? How does my business? What am I looking to achieve? A. My looking to scale to x number of users X number of regions. How does how is that measured from, say, a Telstra's perspective as a big business impact that Novy Flow and Fortinet are helping to them to achieve? >> Yeah, the It's really all dimensions way have some challenge just by handling the raw volume of traffics. Sometimes some customers are pumping terra bits of traffic between one country and the other, so that's one. And but it's also geography because your attack and come and any anywhere in your network that the periphery or inside your network so you have to be able to in a centralized away once you detect there's an attack you have to be able to respondent and in some time, and that's how we can do with our programmable infrastructure can actually reprogrammed those air routing tables. You can take some mitigation action, for example, some of some of the bad traffic on the blacklist. If you've looked at it, perhaps you could put it on a white list for serpent of time. Don't don't look at it over and over. Just wait, maybe a little bit those kind of off measures to alleviate the load. So, in fact, it's work more intelligently with the raw volume of traffic that comes to you. So this is one of the real advantage of is the end. So after defined networking applied to a cyber security problem, >> what are some of the other industries that you are seeing that have potential to dramatically benefit from suffer to find networking in cyber security? Knowing that he d threat landscape, it is exponentially growing. Yes, we've got tools like a I and Machine Learning, which we'LL talk about later on the program today with respective forty Gar labs, for example. But of course, so do the attackers have access to utilize artificial intelligence to create even smarter attacks. But from your perspective, what are some of the other industries that are really right to take advantage of SGN and cyber security practices? >> You know, I think all industries are moving to data. There's no exception. I was talking to some guy, an interpreter in Montreuil yesterday's doing farming, but it's high tech farming with several earlier. It's all based on a I. It's all based on data, even those industry that the forming industry thing that may be so every industry will rely on data, and that means it will rely on a network, and it all comes down to the network. You gotta be able to build a cyber security network ready fabric from the bottom up so that your network is one of the key features is actually stop the attacks, and that doesn't matter in which industry you are. I think they you can think about the industry where you have vast volumes of data. They will be most likely the first one to take benefit of these. You know, we talk about countries before, and this is one such an industry, but it certainly where you process the vast amount of traffic. So they taking advantage of our technology, for example. And but I think it will be probably most of the industry will be affected by that shorter later >> and hopefully sooner rather than later, considering how fast all of these opportunities, good and bad, are growing. One of the things sporting that talked a lot about this morning during this section and some of the press releases is this growth that they've experienced growing twenty percent year on year from last year one point eight billion in revenue over three hundred eighty five thousand customers. You're one of the fabric ready partners, of which there are fifty seven. So a lot of growth, a lot of potential. What excites you as the head of no be Flo and your recent and developing partnership with Fortinet for twenty nineteen and beyond were gonna latch onto that growth trajectory. >> Absolute well, you know, when you mentioned high volume of traffic that plays to our cards. So the market is actually coming where we are way have our product runs at six for five terabytes per second, and that's today because we have a *** plans to move to twelve Tara bits and so forth. So for us, it's exciting because we feel we have the right scaling platform and the right program ability. So our customers, fortunate customers together with us can start with the existing. They're powerful platform. But should that evolved, they'LL be able to move to a new level of software new capacity gradually over time. So that's very exciting for us. >> But what about some of the announcements that came out this morning? Over three hundred new features added, for example, that's a tremendous amount of innovation since last year's accelerate. >> Yeah, well, the's features needs also have the right, I would say filtered level of data to be able to do it more efficiently. And that's where we commend we're not inside the subway Security company. We are really complimenting the product of forty nine by playing upstream and doing a pre filtering controlled by the policy management of the Fortunate, the equipment but nevertheless taking up some of the load of it so that the equipment could be more efficient. But just as an example, I read in a magazine a couple days ago that Google is building a A two hundred fifty terabyte cable between North America and Europe. Think about that. It's it's mindboggling is three time Library of Congress per second. And those are the kind of volume of data did you see coming so suddenly? Six point five terabytes per second doesn't sound so big, does it? But in fact, that's the world win today, and we're lucky it may be flow. We invested early on in the software layer that runs on top of these extremely powerful white boxes and were taking advantage of it with Fortinet. >> Gotta deliver that scale, that flexibility and his son's more and more like Speed. Dominic, thank you so much for stopping by the Cuban joining me on the program today, talking about Novy float what you're doing with Fortinet and what excites you about the year ahead >> was a pleasure, Liza. Thank you for >> mine as well. I want to thank you for watching the Cube Lisa Martin live on the Cube from Fortinet Accelerate twenty nineteen in Orlando. Thanks for watching
SUMMARY :
Brought to you by important Great to have you joining on the Cube leader in that field as the and software defined networking. So one of the things that fourteen it talks about is it's not enough anymore to have really the metal ring system, but all the O. N m features that you demand What are some of the conversations That is a kind of a black box I get that does all the required impact that Novy Flow and Fortinet are helping to them to achieve? for example, some of some of the bad traffic on the blacklist. But of course, so do the attackers have access to utilize artificial intelligence to create one of the key features is actually stop the attacks, and that doesn't matter in which industry you are. One of the things sporting that talked a lot about this morning during this section and some So the market is actually coming where we are way have our product But what about some of the announcements that came out this morning? But in fact, that's the world win today, and we're lucky it may be flow. with Fortinet and what excites you about the year ahead I want to thank you for watching the Cube Lisa Martin live on the Cube from Fortinet
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Ajay Patel, VMware | VMworld 2015
it's the cube covering vmworld 2015 brought to you by VMware and its ecosystem sponsors and now your host dave vellante welcome back to vmworld 2015 we're here at moscone north this is the cube the cube goes out we extract the signal from the noise Brian Gracie and I are really thrilled we have a jay patel here is the senior vice president of product development for VMware cloud services the future I love it yeah great to see you thanks for coming on the cube appreciated thanks so big event here we saw Monday the announcement of you know the hybrid cloud the strategy you laying out a lot of vision it's a lot of products that you can get today a lot that you know have a little road map to them but huge crowd would think the number is Robin told us yesterday 23,000 absolutely great energy so congratulations how do you feel feel great he'll be tired to feel great the excitement the momentum it's really great conversation with customers partners it's been a good VMO how have you spent your time here you do in customer meetings presentations no it's a lot of press interviews for presentations a lot of service provider meetings I'm also responsible with bill for the vCloud air network business mm-hmm it's refreshing to see that we've kind of struck the right balance between having our own service but also enabling our service provider community so so what so talk about the scope of your responsibility so I work for Bill father's I'm part of the vcard survey because air our cloud services be you we have two roles we are a proud provide ourselves which is vCloud air with products or presence in the North America amia Japan and the latest edition big Australia so in this case we're standing up a VMware operated cloud and we're running that we also provide all our IP that we build for a cloud we make that available to our service provider partners we have 4,000 service provider partners who leverage VMware technology to run a VMware power cloud so for us success is delivering on both fronts VMV cloud air as a business but also VMware power cloud and owning the public cloud market with vmware technology that's really my juicy responsible for for strategy the auto service you want P&L absolutely so with Bill I'm responsible for running the service ov powder and then my partner Jeff waters works for bill is responsible to be cloudier network where we take my software and monetize that to the ricotta and not work to help them power their car as well okay so you made native announcements this week maybe you could take us through those and in fact you know what why don't we back up can you kind of give us the journey of we caught the offering yeah absolutely so we caught there a two-year-old service when we first started you know North America predominantly with three data centers we extended to five we added our FedRAMP certified data centers so on one scale we started to provide the geographic reach we opened our UK data center than Germany joint venture with Softbank and then a joint venture with Telstra for Australia in Japan so we've got the geographic reach we were able to kind of serve directly 1880 some odd percent of the core cloud market so let's hear one cloud markets in the regions there we're going native in those market as a service provider we also then took our technology which is vcd which is we cloud director and we're just rolling out an announcement of our 80 product this quarter which is our cloudstack our on-demand platform our cloud platform make that available to our service provider partners and with the rest of the partners there 99 percent coverage of the global cloud market today so VMware today are pretty proud to say you can get a VMware cloud service anywhere in the world ninety-nine percent come so what about the reactions to what was announced this week you know I think from the tech weenies in us we love the remotion across on frame and public cloud that that applause of having the vm move from on prem live into a week where a couple of customers say you know what I've been asking that for three years it's good to see you finally delivering on that a hard technology problem but that was probably the most sexy announcement if you will from a technology perspective on the second side it's all about containers in in that example I'll ask Pat because I asked him to square the circle for me I don't if you heard this question whereas you would always here for instance joe tucci and paul gill senior talk about the advantage that the hyper scalars had because of homogeneity right yet you've said your strategy is to manage heterogeneous cloud environment so how do we do that and Pat's point was well for certain things we have to have homogeneity and I'm presuming that demo is one where you've got to have homogeneity to me the world is going to be about what I call compatibility right how do I make sure that I have a compatible cloud and it's going to be infrastructure compatibility and then more importantly application compatible if I cannot make my application workload portables how I'm going to move the workload to where I needed to run so that big technical challenges are making the workload portable at the infrastructure level because of the hypervisor and some of the work we've done on NSX etc we're making the infrastructure programmable and abstracting away the workload from the infrastructure we're decoupling the binding of the application and the infrastructure from the physical infrastructure and then the next step is how do I make it easily available on any cloud which is the work we're sorry important when you announced the offering four years ago you made a big deal that look we are going to share the IP with our ecosystem you really laid down that commit we got a lot of questions about it absolutely probably got some heat too but but how has that worked out how is it at all you know give us a passing grade I think we could do better then I'll be honest where we've done a great job as we've invested in the people we come up with something called a V cloud technology kit we've taken our best practices and how to build it we release vcd 80 which is a capability but our customers one that we motion capably tomorrow so that lag between us having something we demo to getting the hands of service provider we need a string that time so the work we need to put in place is really delivering and agility and the speed by which they can absorb this technology and stand up in their own cloud environment the area we've done better is we've made made possible new program called an MSP program I managed services provider program where smaller cloud provider doesn't want to stand up their own card can resell a week loud air service so it's it's I would say a good passing rate more work to be done yeah you know one of the big themes this week is one cloud it's any application anybody in one cloud that one cloud for you is not only you know vCloud air it's the vCloud air work helped us understand how big is the vCloud air network not just the number of partners because everybody's got lots of partners but you know put it in proportion how we know roughly how big vCloud air is that the VMware runs what is what is that partner network look like is it is it the typical 8020 model where eighty percent of that business is what does it look like how big is that so so I don't have the exact numbers to share but if I were to do a back of the napkin I'm going to speculate right I would say the vCloud air network plus B cloud air together it's probably bigger or as big as a or someone like the in a public cloud market it's a significant public cloud presence if we're not number two or number three from overall public cloud market spin so let's assume it's a 50 billion dollar market span I would say let's say you know Amazon's thirty percent of it the next twenty percent of it is a week loud air network+ vCloud air it's of that size and scale representative it's a major provider so in the mix today vCloud air is growing fast and it's a big portion but the numbers will always be I believe we cut our network will be a bigger portion than vCloud air at any given time but the whole pillars need to grow in paralyzer market is exploding am I correct that the differentiation really is kind of what you talked about monday is the ability to take that huge install base right that you have and enable it to do what the vision of the promise of the hybrid cloud has always been I mean it nobody else really does that I mean amazon refuses to do that right microsoft kind of has trying to do that you know so maybe can do that at some point and that's really your wheelhouse can you talk about the difference yes so what when we first started our first customers would kick our tires right and they would use it for dev tests and they say you know this stuff looks pretty good they said what if I take some of my vm that are not protected and protect them in avocado and we started to see dr really take off for that was kind of a killer use case now I T is being asked to really look at not building out any more data center spaces they're saying guys we cannot afford to build infrastructure and a natural choice for IT as they're starting to come into the age of cloud is who's the best choice i'm already using vmware on prem the starting to think about a data center extension use case or data center replacement use case they're looking at vcloud as a strategic loud so the exciting news for this week has been the number of customers saying in the next two years I want to be out of the data center business you're on my destination cloud let's solve those hybrid use cases to move data between VMs between the clouds is really what we're seeing the most exciting part so it's that ease of moving workloads is really exciting with so it's SiliconANGLE Wikibon we have some experience we have a you know the crowd chat relationship crowd chat forum is an app that's like it we used to run it and you know Nicole oh that's it by our own servers and it was a nightmare so we decided to go to the club we went to Amazon and our developers you know took some time to get it up there was painful right but once it was up and running it worked well so we have some experience with the various clouds and one of the things we found cuz people always does for SiliconANGLE and the Cuban is hey we should run in our cloud and when we go to investigate we find that certain things aren't there you know things like elastic Beanstalk aren't mature or you know other little things are just in beta etc I wonder if you could give us an indication of how mature any cloud air is from that standpoint you know and how you can you know expect what gives you confidence that you can compete with that pace that Amazon you know we often get dinged in terms of the breadth of capably amazon offer it is pretty impressive the rate at which they're innovating very impressive when you go back to the enterprise workloads and look at the customer use cases they probably 10 or 15 services that are critical the two big gaps we had was we didn't have a database service RDS we didn't have an RDS competitor out there we just announced sequel air this week we didn't have a good object service if you're starting to build something natively in the cloud in an object service the video start to bridge these key gaps with doing that today and Gartner has a metric whether measure the ayahs capability of each of the vendors I'm happy to say that if we were to benchmark today were ahead of Google right behind a jour to be capable wise a complete I aspect in in the what some people would call the pass piece of that that database as a service is part of the interpreters a service is that right so we're starting to add these application services it's my background come from Oracle Iran Oracle's middleware business we're starting to build both organically our services but more importantly vmware is a partner friendly company our customers want their best to breed on vs to work in the cloud so the service is like Jenkins for continuous integration as a service they want to use perforce if that's the source code management system to be available as a repository of recovery so our strategy is to enable our isp ecosystem make them available so you won't see everything coming from the VMware factory but the ecosystem will deliver best of class solutions and services on Macleod air both those are the mounts work is an interesting you know workload I mean you have demand from customers that mean certainly have a working order we were one of the first to say virtualize Oracle with VMware oh damn the torpedoes and work there were a lot of interest there unfortunately Oracle has the licensing practices it forces them and more in a dedicated environment so we can support Oracle but unfortunately because of the right system restriction we have to set them in a dedicated cloud you need specialized hardware to run oracle now that now they may relax that over time I mean it's been their practice in the past to do that all right i mean so you would expect it as there are customers today use two things either leave the data on Prem and take the web tier in the front end and then connect back to to database like Oracle sometimes they're just moving out at Oracle using a my sequel cluster to run their web scale websites open that's the choice though that larry has to make it a point of which the customer says okay if you want to lock me into the hole or call approach at the risk of losing my database business and then if that happens then Oracle will loosen up on those recover that's how that work will behave the customers will drive them you're ready to catch him with what do you what do you think so so if i looked back at amazon web services two years in only a couple of services a handful of them you guys are two years in you know handful of services but if i look at who their customers say it's it's directly focused on developers i mean they're going after developers the number of services they come out i mean it's 10 15 20 30 a year how do you who is your customer what's your developer story because right now i mean if i'm talking about moving VMS there's not a developer on the planet who cares about moving in vm how do you talk to a developer and get them to come to your so let's address both sides so we definitely our IT focus and we have an inside-out strategy when its IT driven it's about moving workloads from on-prem to cloud when you have a developer conversations about building that new applications the application environment in the enterprise is not just about green field but off for an application extension I want to add a mobile front end to my enterprise application in front of my sa fie my ERP system etc we've announced mobile backend service for example as a service on top of each other so we're starting to provide those selective use cases where our customers our enterprise IT developers if you will that's our target it's the enterprise IT developer who's looking to put a mobile front end was looking to build a digital experience that's integrated back into the into the use case and you saw the hybrid extension use case and we talked about is really what's driving this so developer story driven by a customer demand around mobile as a spearhead and building the rich set of service so we've been talking about this a little bit this week and we had a good discussion with Pat about it he's like look is the the the are the operations guys you know or the developers really want to become operations guys it's really a lot of your guys are really ops dev right supporting the developer community that's what you're trying to do is enable suppose it's both providing them the frameworks and the tools so in the new develop and it's not about building an application ground up its composing applications taking services and putting them together and we're offering those services but also giving them the tool chain to build new application than an agile way so I guess it has to be both right because you're trying to expand your tan absolutely new areas how do you how do you take advantage of all the assets in the Federation I mean we had rodney rogers on from virtustream he was talking about you know going after SI p and maybe you you don't need just one cloud you can use multiple you announced an object service but it's not based on emc we have an object service with emc as well right both why we have the clout you know the cloud foundry service you know I can I can install it but I can't get it why isn't the Federation stuff tighter why isn't it going faster I mean it is in the Federation you will see this accelerate and I think we if you look at the last year in terms of where progress has been made EMC object service available today our data protection built on albemarle so very strong leverage around that in the pillow case most of our customers use paths for private cloud that's been the design center we have a pws enterprises you the multi-tenant cloud that tends to be more a trial code so we're really about the enterprise customer and the enterprise customers saying hey give me a dedicated pass on frame or ricotta we support that well they're not asking for our multi-tenant kind of engine yard or Uhuru coo that's not our base that tends to be the smaller developer where again focused on the enterprise mark so what's a typical customer scenario like you guys you get a hardcore VMware customer and you start talking to them about the opportunities for hybrid cloud I'll give you three or four different one is to give you the breadth of them right the simple use case if it's an IT operations driven one it's driven around data center migration it's around data sent extension we have the likes of large University that that's looking to complete shut down our data center and move into that so that's kind of a data center use case we have Columbia sports or we're looking at how harley-davidson harley-davidson has the entire dealer network the point of sale system running on vCloud air we have likes of betfair they built an application is more cloud native that dynamically when you were betting and you're right at the last minute you need a spike up capacity their application seamlessly spawns into week our air takes capacity and delivers that that's a cloud native application that's built around that so we see the spread breath off from everything from data center use cases extension capacity on demand use cases all the way to dev test use cases dr to really cloud native applications in that span the spectrum with mobile being the newest addition we have farmers who starting to build a mobile app you so the my vmware ab that you're using today for vmworld that's running on vCloud air using our mbaise service so we're starting to get covered an entire spectrum of enterprise use cases today yeah I've and I you know just just as a piece of i mean i would i would say the ability for you guys to tell that story right now it comes across as being vmware centrum you know very vm sin infrastructure centric you're allowing the rest of the cloud industry to sort of define for you what that is so if that's really your story if your customers are saying look I have a ton of applications you may want to extend them to mobile but I want to want to move them for data center and that's a huge space you know we are forecast even out until 2016 only say that public cloud becomes a third there's a huge amount of enterprise applications that need to go somewhere you know move forward somehow and they need to know what how to help with that so I leave you with that if you have s ap as a workload and you can move the workload on frame or cloud and then extend the workload with mobile any great SI p to Salesforce this is direction where we're going you saw the keynote it had mobile front and center it showed a demo of a mobile app that's been this is clearly move VMware moving from infrastructure to application services extending the reach beyond just infrastructure capacity building that new digital application at Sunday's experience at Sanjay's background so AJ what last question what keeps you up at night not not personal stuff but business you know what keeps me up at night is really how do we scale this business even faster how do i meet the demand my challenges that moved from getting customers to scaling the service fast enough to support the customer the conversation had with some of my customers today they would want to move thousands of vm in the next six months how do we ramp up so quickly how do we support them how do we advise them how do we get this scale going so the challenge is going to be how do we scale quickly I mean that is the floodgates are starting to open up more critical you got demand on the one hand I'm competition the other you've got the scale and you of course you know you don't have that lock in at the top end of the apps layer so you know that game well absolutely she's got skill so his delivery is awesome a great conversation really appreciate you coming so much appreciate you meeting you thank you so much I keep rising everybody will be back to wrap vmworld 2015 right after this you
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Pat Gelsinger, President & COO, EMC - VMworld 2010 - theCUBE
continues coverage of vmworld live 2010 on the scene at the Moscone Center South with special guest Pat Cal singer from EMC the president former Intel 30-year veteran welcome back to the cube back with the bloggers will upgrade from our last gig VMworld rockin here in VMware so Pat back back at the cube we'll go and we know you're really busy so so you've been at EMC now for almost a year what's it like there and you just acquired greenplum you've been busy since we last met so tell us quick update what you're doing the one-year is coming up and you got green Flint under your belt what does all this mean for EMC and then we'll talk about the keynote okay so well you know overall I think things are going on schedule if you think about it that way you know we said and coming into it we had certain agendas we did product announcements last week that we'll talk to you know that I'll cover in my super session today we've said we're gonna be acquisitive right we did art early in the year we just a green plum VMware's continued their quiz in nature they announced two acquisitions this morning you're personally I said we were going to be a disruptive entity in the industry well I think service model right he laid out key strategic directions for things like security right and how that starts to implement through the V shield directions also this model of IT as a service for IT as well as for service providers the key partnerships there so you know a major delivery through the Redwood technology that they did and and then here following up with you know some of the substance - you know showing the clear tangible progress against the directions that Paul was describing very consistent with a lot of the things you've been talking about sort of in preview fashion for shocking yeah we taught that UNC Rose storage is sexy and that what that went over real well since then M&A has been off the charts sizzling hot storage now we're here and and what we're seeing is proof points and you've done some things with green plum talk about what it all means in terms of proof points what proof points do you see that absolutely established the reality of cloud and that this is a mandate going forward as a future architecture whether it's developers mobility and talk about those proof points yeah and I think you know let's be careful I don't want to be too what while I am gonna answer your question I don't want to get too far ahead of my skis in the sense that there's still a lot more cloud washing than there is cloud substance and you know if you go back to the theme right to us you know virtual you know virtual roads actual clouds are trying to say there is some substance to it but still there's a lot of visionary directions here no that's said right as part of the be plowed a partner program that Paul described today you know these customers these part are putting up real cloud offerings today and those are becoming very real things like vCloud director real tools to implement those in place real customers like the Levi's example there were they're implementing this and what they do yeah we had Tom Peck on down at sapphire our CIO Levi's great story there yeah and you know I met with customers like Telstra yesterday right who is absolutely implementing services and delivering them to enterprise clients so I think that we've clearly in the hype cycle where you know the height great it's often well in excess of the reality and I think that's been the case for the last two years and now we're seeing in that hype cycle that the reality is starting to build where our real customers real services real applications are being deployed against this cloud model and sort of the mantra that we've been laying and we're seeing increasing industry momentum saying yes indeed we all need to rationalize our products our services against that cloud strategy so you've seen a lot of inflection points in your day as have we where do you see this one rating based on in the context of what you just said the whole cloud computing inflection point is it bigger than all the previous ones in your opinion or still remains to be seen well any anybody making such a prediction right you should think twice about right you know the validity of their claim that says but I think there's two aspects to it that I think indicate that it could be bigger than anything before yeah the first one is just the industry is bigger right IT and as the economy has grown an IT has grown as an percent of the economy we're just big now and IT truly is just a huge sector of the economy particularly for United States right Silicon Valley area you know this is our agenda for the world so as the economy's bigger and secondly this is disruptive in multiple dimensions of the industry the changes the infrastructure it changes the application model it changes the service model it affects service providers that affect system integrators many of the prior changes were not as disruptive across all of the strata of the industry so because it's bigger because it is more in across all dimensions of the industry I believe and certainly you know as Joe has talked about Joe touchier CEO has said this is the biggest how big I don't know but as this one feels like you know this is sooo not Amica last wave if I was a surfer yeah Joe's famous wave slot we had Microsoft on yesterday who's actually here but they can't really show anything and we talked about them about their hypervisor I asked a specific question about as the PC era reached the Stu glass ceiling the bloated PC chained to the desk the PC centric view you've lived that generation it's not so much that it's irrelevant it's just that it's changing and and we're in a new era so what VMware is putting forth with this architecture and some of the things you've been working on you have a platform and you have agnostic devices that really changes the game on this PC centric I mean what do you see on them on the on the user centric side the key variables in the industry well I think you know number one any of these waves you know I predicted in 1990 the end of the mainframe varied 20 years later it still hasn't quite gone away right and that's that's it's not like these waves become the death of all prior you did some damage but it doesn't like immediately eliminate those prior technologies but the Nexus of innovation the foci of the industries new capabilities productivity applications is shifted and I think all of us today would say the PC right isn't that foci of innovation hey lots of apps are using it use it yeah hey I am much more productive on my laptop than animun iPad or iPhone or Android I mean you know I just you know just much more productive in that sense but you know I can't carry my laptop around in my pocket right clearly we're seeing the shift of innovation new application models new consumer centric usage models both the devices and the applications and I think as Steve Harrods akino talked about very much hey I want an app store like thing for my enterprise applications right where you see much of that consumerization coming to corporate IT as well so it has shifted right applications usage models will be device independent right they will become more sumer focus and essentially let's just say they're gonna be more iPhone like greater than how we'd get them and consume that at at to Orlando we sat down and we chatted about at a great chat and at the Cuban Orlando I asked you a question about apps and infrastructure and I asked you specifically our apps leading the way and showing the infrastructure and you answered no infrastructure as always was a leading indicator to apps but apps seem to have more momentum what is the VMware announcement today how does that shape that that thesis that you mentioned I mean obviously it looks like more enablement at the software level what can you share with it cuz that's real as a great point and what I want to bring that out again yeah yeah and the point I made there was hey you know we know a simple structural hardware guys right we create capabilities and then the apps guys come in and use them inefficiently and poorly but to enable new things a sort of that you know that gap right of capability in the infrastructure that then gets filled in by application vendors and I still believe fundamentally that's the case you don't write apps for infrastructure that doesn't exist yet you can't run an applications business that way so our job is the infrastructure guys is always to create these new gaps these new vacuums for the app guys that come and fill in and I think everything we're seeing is very much that case where all of a sudden there's lots of performance that's easily readily available you know think about how easy it is to deploy a VM today right literally you know if I would have had to go provision things buy some new servers get the port's alakay to get a network reroute you'll build up a new storage infrastructure it might be months for me to allow a major new application to occur literally now a few clicks we what do you see in the VMware announcement today given what you guys are doing in at the app level as the core enabler the disruptive enabler that's gonna really tip that over in terms of the innovation yeah they're anything new there well I think there are two aspects to it you know if you take the redwood the vCloud director and I think it really is this idea being able to rapidly with essentially no cost be able to create new virtual data center infrastructure be able to do it with the security model with policy based capabilities with the provisioning environment in the manager let's go with that is way profound right the second thing is all of all the things about spring right is not just being able to do infrastructure more rapidly it's not just encapsulating existing applications it's also enabling a new developer model for tomorrow's applications as well and that is truly right thrilling to anybody who's doing enterprise application development some of the CIOs we had on we're saying that they actually benched themselves against the cloud service providers do you see those two worlds the cloud service providers and big IT coming together or do you see the cloud service providers always having an edge over a big IT well I think there's an aspect to that that you it's not our job is to make the infrastructure as efficient on both sides of that equation as possible so that an IT guy isn't making the decision based on cost he's making the decision based on business relevant factors you know this is something hey you know I need to guarantee compliance in this application this is a business critical infrastructure element for me I'm gonna run into my infrastructure but I know the cost of doing so is still highly efficient I might Feder a tit with an external service right I might do tests and dev externally and when that's done I might bring it internally I might use Federation of outside compute capacity so that I don't need to build for peak I build for average and I spill over to rent VMs at quarter close or month close I might say boy I want to actually be able to take advantage and federated some of my key customers or channel partners or business partners I'm gonna have and I'd actually be able to them to be able to view me as their service provider right so hey just operate and utilize my applications right as one of my business partners as well and that's really the power of the vision that we're laying out it's not public versus private it's public and private and allow them to be federated together into hybrid services that give you the best of both worlds in a seamless agile manner Pat the M&A activities been hot you did a greenplum acquisition DMC bought cream plum which is a nice acquisition and rate act was very nice come on this is a game-changing acquisition by EMC to the cube we treat our guests nicely so it's hot so the horses are on the track I tweeted that and said hey everyone's out in the track right now the big guys Oracle EMC net AB so talk about what's happening why is the M&A activity so hot is it an indicated the fact that people have to retool faster is it an activity that they're behind is an activity that they need to move faster all of the above what is your view on that and you know what's next in M&A well I think it's a couple of different factors are at work and one is if you show up at my super session later today you know one of my slides is the three views of the cloud right the uber cloud model the Google's Amazon's I'll call it the vertical cloud model HP IBM and then I'll call it the virtual cloud model even seen anywhere right you know and of course you're right we contrast those three and what we're seeing I would say is those business models those industry structures those strategic frameworks are driving the consolidation of all of the medium and small players into one of those pictures so I think you can look at that lens and say everybody is taking M&A acquisitions to better implement and solidify their view of that strategy of these three different views of the cloud so right one is its industry structure that's going on second is you know after the downturn everybody's coming out of it cash rich right you know yeah yo people got money to spend there's a good time to do it right you know in that sense and you know so right there is a clear right earnestness to people saying okay right I can pay dividends I could buy back shares boy that's pretty innovative strategy isn't it right or let's go start you know taking more aggressive steps I think it also indicates that there are only so many exciting assets available right you know good assets that people could take actions on so you know and any buyer and seller market right prices get crazy when there's more buyers than there are three party people who followed your career know that you had Intel you were very Pro ecosystem and we just had some VCS on yesterday top DC's and cloud talking about how hot it is and they're looking for startups not the angel stuff but like real money real real technology talk about the ecosystem that's emerging in the startup community because so there are guys developing new cool stuff that very cloud centric that's yeah new so talk about your view there what you see and what your general opinion is well I think like any these waves there isn't just the wave of what goes on in terms of what the big guys do right there's new university research that's going on as some of that's exciting there's also than the adventure community great and with this wave you know it is so disruptive it changes consumer computing new consumer devices new consumer applications new enterprise infrastructure new enterprise applications and you know all of a sudden we're seeing a new round of dramatic VC activity again and they're not going into you know startups that are building a six and semiconductor sort of I grew up sort of saying let's go build new infrastructure components new applications that live on this new model and virtualization yeah absolutely it's all riding this cloud virtualization trend and you got just a stunning you know 17,000 people at VMworld I have one final question I know you I know you want to get a final question actually let me get my final question first in a new close I'll give you less word so you've been spend a lot of time in New England lately do you like it there you're gonna get a movie stir well we cry you out of here we've taken a second home Oh faster half time and my wife is actually loving this bicoastal a couple weeks a couple weeks there back and forth excellent ball season starting absolutely maybe the Red Sox so we had some readers point out on the blog that the Pat gal singer has the same exact track that Joe Tucci had CEO president CEO anything you want a nice they want you I want to say anything do I have no announcement that's great thanks so much I know you're super busy and coming on the show always thank you guys thanks thanks we right back
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