>> live from San Francisco, celebrating 10 years of high tech coverage. It's the Cube covering Veum World 2019. Brought to you by VM Wear and its ecosystem partners. >> Welcome back to San Francisco, everybody. My name is David Lantz. I'm here with my co host John Troia. This is Day three of V M World 2019 2 sets. >> This is >> our 10th year at the M. World Cube is the leader in live enterprise tech coverage. Marry on Blondie is here. He's the C m o and chief evangelist that 10 tree by DDN Yes, sir. He's joined by Graham Breezes The Field CTO at 10 Tree also by DDN Recent acquisition jets Great to see you. >> Likewise, as they say, we're back. I like I like to call it a hibernation in the sense that people may have not known where did Ian or 10 Trias and Tension by Dede and, as the name implies, were acquired a year ago at the M World August 31st of 2018. And in the year since, we've been ableto invest in engineering support, my joining the company in marketing to take this solution, we've been able to save thousands of customers millions of man hours and bring it to a larger number of users. Way >> first saw 10 tree, we said, Wow, this is all about simplification. And Jonah Course you remember that when you go back to the early early Dick Cube days of of'em World, very complex storage was a major challenge. 10 Tree was all about simplifying that. Of course, we know DDN as well is the high performance specialist and have worked with those guys for a number of years. But take >> us >> back Married to the original vision of 10 Cherie. Is that original vision still alive? How was it evolved? >> Well, I'd say that it's, ah, number one reason why we're a part of the DD and family of brands because, as, ah, portfolio company, they're looking good. Bring technologies. I'm the marketing guy for our enterprise or virtual ization audience, and the product sets that cover high performance computing have their own audience. So for me, I'm focused on that. Graham's also focused on that, and, uh, really what continues to make us different today is the fact we were designed to learn from the beginning to understand how virtual machines end to end work with infrastructure. And that's really the foundation of what makes us different today. The same thing, right? >> So from the very beginning we were we were built to understand the work clothes that we service in the data center. So and that was virtual machines. We service those on multiple hyper visors today in terms of being able to understand those workloads intrinsically gives us a tremendous capability. Thio place. I owe again understanding that the infrastructure network storage, hyper visor, uh, weaken view that end end in terms of a latent a graph and give customers and insight into the infrastructure how it's performing. I would say that we're actually extending that further ways in terms of additional workload that we're gonna be able to take on later this year. >> So I know a lot >> of storage admits, although I I only play one on >> TV, but, uh, no, consistently >> throughout the years, right? 10 tree user experiences that is the forefront there. And in fact, they they often some people have said, You know what? I really want to get something done. I grab my tent Reeboks and so it can't talk. Maybe some examples of one example of why the user experience how the user experiences differ or why, why it's different. >> I'll start off by saying that I had a chance being new to the company just two weeks to meet a lot of 10 tree users. And prior to taking the job, I talkto us some folks behind the scenes, and they all told me the same thing. But what I was so interested to hear is that if they didn't have 10 tree, they'd otherwise not have the time to do the automation work, the research work, the strategy work or even the firefighting that's vital to their everyday operations. Right? So it's like, of course, I don't need to manage it. If I did, I wouldn't be able to do all these other things. And I think that's it. Rings true right that it's hard to quantify that time savings because people say, 0 1/2 of it. See, that's really not much of the greater scheme of things. I don't know. 1/2 50. Working on strategic program is a huge opportunity. Let's see >> the value of 10 tree to our end users and we've heard from a lot of them this week actually spent a fantastic event hearing from many of our passionate consumers. From the very beginning. We wanted to build a product that ultimately customers care about, and we've seen that this week in droves. But I would say the going back to what they get out of it. It's the values and what they don't have to do, so they don't have to carve up ones. They don't have to carve up volumes. All they have to do is work with the units of infrastructure that air native to their environment, v ems. They deal with everything in their environment from our virtual machine perspective, virtual machines, one thing across the infrastructure. Again, they can add those virtual machines seamlessly. They can add those in seconds they don't have toe size and add anything in terms of how am I gonna divide up the storage coming in a provisional I Oh, how am I going to get the technical pieces right? Uh, they basically just get place v EMS, and we have a very simplistic way to give them Ah, visualization into that because we understand that virtual machine and what it takes to service. It comes right back to them in terms of time savings that are tremendous in terms of that. >> So let's deal with the elephant in the room. So, so 10 tree. We've talked about all the great stuff in the original founding vision. But then I ran into some troubles, right? And so what? How do you deal with that with customers in terms of just their perception of what what occurred you guys did the eye poets, et cetera, take us through how you're making sure customers are cool with you guys. >> I'm naturally, glass is half full kind of guy from previous, uh, times on the Cube. The interesting thing is, not a lot of people actually knew. Maybe we didn't create enough brand recognition in the past for people to even know that there was a transition. There were even some of our customers. And Graham, you can pile on this that because they don't manage the product every day because they don't have to. It's kind of so easy they even for gotten a lot about it on don't spend a lot of time. I'd say that the reason why we are able to continue. Invest today a year after the acquisition is because retaining existing customers was something that was very successful, and to a lot of them, you can add comments. It wasn't easy to switch to something. They could just switch to something else because there's no other product, does these automatic things and provides the predictive modeling that they're used to. So it's like what we switched to so they just kept going, and to them, they've given us a lot of great feedback. Being owned by the largest private storage company on planet Earth has the advantages of strong source of supply. Great Leverett reverse logistics partnerships with suppliers as a bigger company to be able to service them. Long >> trial wasn't broke, so you didn't need to fix it. And you were ableto maintain obviously a large portion of that customer base. And what was this service experience like? And how is that evolving? And what is Dede and bring to the table? >> So, uh, boy DD and brings so many resources in terms of bringing this from the point when they bought us last year. A year ago today, I think we transition with about 40 people in the company. We're up about 200 now, so Ah, serious investment. Obviously, that's ah have been a pretty heavy job in terms of building that thing back up. Uh, service and support we've put all of the resource is the stated goal coming across the acquisition was they have, ah, 10. Tree support tender by DNC would be better than where 10 tree support was. We fought them on >> rate scores, too. So it's hard to go from there. Right? And >> I would say what we've been doing on that today. I mean, in terms of the S L. A's, I think those were as good as they've ever been from that perspective. So we have a big team behind us that are working really hard to make sure that the customer experience is exactly what we want. A 10 tree experience to be >> So big messages at this This show, of course, multi cloud kubernetes solving climate change, fixing the homeless problem in San Francisco. I'm not hearing that from you guys. What's what's your key message to the VM world? >> Well, I personally believe that there's a lot of opportunity to invest in improving operations that are already pretty darn stable, operating these environments, talking to folks here on the floor. These new technologies you're talking about are certainly gonna change the way we deploy things. But there's gonna be a lot of time left Still operating virtualized server infrastructure and accelerating VD I deployments to just operationalized things better. We're hoping that folks choose some new technologies out there. I mean, there's a bill was a lot of hype in past years. About what technology to choose. We're all flash infrastructure, but well, I'd liketo for the say were intelligent infrastructure. We have 10 and 40 get boards were all flash, but that's not what you choose this. You choose this because you're able to take their operations and spend more your time on the apse because you're not messing around with that low level infrastructure. I think that there's a renaissance of, of, of investment and opportunity to innovate in that space into Graham's point about going further up the stack. We now have data database technology that we can show gives database administrators the direct ability to self service their own cloning, their own, staging their own operations, which otherwise would be a complex set of trouble tickets internally to provision the environment. Everyone loves to self service. That's really big. I think our customers love. It's a self service aspect. I see the self service and >> the ability to d'oh again, not have to worry about all the things that they don't have to do in terms of again not having to get into those details. A cz Morrow mentioned in terms of the database side, that's, ah, workload, the workload intelligence that we've already had for virtual machines. We can now service that database object natively. We're going to do sequel server later this year, uh, being ableto again, being able to see where whether or not they've got a host or a network or a storage problem being able to see where those the that unit they're serving, having that inside is tremendously powerful. Also being able the snapshot to be able to clone to be able thio manage and protect that database in a native way. Not having to worry about, you know, going into a console, worrying about the underlying every structure, the ones, the volumes, all the pieces that might people people would have to get involved with maybe moving from, like, production to test and those kinds of things. So it's the simplicity, eyes all the things that you really don't have to do across the getting down in terms of one's the volumes, the sizing exercises one of our customers put it. Best thing. You know, I hear a lot of things back from different customer. If he says the country, the sentry box is the best employee has >> I see that way? Reinvest, Reinvest. I haven't heard a customer yet that talks about reducing staff. Their I t staff is really, really critical. They want to invest up Kai throw buzzword out there, Dev. Ops. You didn't mention that it's all about Dev ops, right? And one thing that's interesting here is were or ah, technology that supports virtual environments and how many software developers use virtual environments to write, test and and basically developed programmes lots and being able to give those developers the ability to create new machines and be very agile in the way they do. Their test of is awesome and in terms of just taking big amounts of data from a nap, if I can circling APP, which is these virtual machines be ableto look at that on the infrastructure and more of her copy data so that I can do stuff with that data. All in the flying virtualization we think of Dev Ops is being very much a cloud thing. I'd say that virtual ization specifically server virtualization is the perfect foundation for Dav ops like functionality. And what we've been able to do is provide that user experience directly to those folks up the stacks of the infrastructure. Guy doesn't have to touch it. I wanted to pull >> a couple of threads together, and I think because we talked about the original vision kind of E m r centric, VM centric multiple hyper visors now multi cloud here in the world. So what >> are you seeing >> in the customers? Is that is it? Is it a multi cloud portfolio? What? What are you seeing your customers going to in the future with both on premise hybrid cloud public. So where does where does 10 tree fit into the storage portfolio? >> And they kind of >> fit all over the map. I think in terms of the most of the customers that we have ultimately have infrastructure on site and in their own control. We do have some that ultimately put those out in places that are quote unquote clouds, if you will, but they're not in the service. Vendor clouds actually have a couple folks, actually, that our cloud providers. So they're building their own clouds to service customers using market. What >> differentiates service is for serving better d our offerings because they can offer something that's very end end for that customer. And so there's more. They monetize it. Yeah, and I think those type of customers, like the more regional provider or more of a specialty service provider rather than the roll your own stuff, I'd say that Generally speaking, folks want tohave a level of abstraction as they go into new architecture's so multi cloud from a past life I wrote a lot about. This is this idea that I don't have to worry about which cloud I'm on to do what I'm doing. I want to be able to do it and then regards of which clouded on it just works. And so I think that our philosophy is how we can continue to move up the stack and provide not US access to our analytics because all that analytic stuff we do in machine learning is available via a P I We have ah v r o plug in and all that sort of stuff to be able allow that to happen. But when we're talking now about APS and how those APS work across multiple, you know, pieces of infrastructure, multiple V EMS, we can now develop build a composite view of what those analytics mean in a way that really now gives them new inside test. So how can I move it over here? Can I move over here? What's gonna happen if I move it over here over there? And I think that's the part that should at least delineate from your average garden variety infrastructure and what we like to call intelligent infrastructure stopping that can, Actually that's doing stuff to be able to give you that data because there's always a way you could do with the long way. Just nobody has time to do with the long way, huh? No. And I would actually say that you >> know what you just touched on, uh, going back to a fundamental 10 tree. Different churches, getting that level of abstraction, right is absolutely the key to what we do. We understand that workload. That virtual machine is the level of abstraction. It's the unit infrastructure within a virtual environment in terms of somebody who's running databases. Databases are the unit of infrastructure that they want to manage. So we line exactly to the fundamental building blocks that they're doing in those containers, certainly moving forward. It's certainly another piece we're looking. We've actually, uh I think for about three years now, we've been looking pretty hard of containers. We've been waiting to see where customers were at. Obviously Of'em were put. Put some things on the map this week in terms of that they were pretty excited about in terms of looking in terms of how we would support. >> Well, it certainly makes it more interesting if you're gonna lean into it with someone like Vienna where behind it. I mean, I still think there are some questions, but I actually like the strategy of because if I understand it correctly of Visa, the sphere admin is going to see the spear. But ah ah, developers going to see kubernetes. So >> yeah, that's kind of cool. And we just want to give people an experience, allows them to self service under the control of the I T department so that they can spend less time on infrastructure. Just the end of the I haven't met a developer that even likes infrastructure. They love to not have to deal with it at all. They only do it out. It assessed even database folks They love infrastructural because they had to think about it. They wanted to avoid the pitfalls of bad infrastructure infrastructures Code is yeah, way we believe in that >> question. Go to market. Uh, you preserve the 10 tree name so that says a lot. What's to go to market like? How are you guys structuring the >> organizational in terms of, ah, parent company perspective or a wholly owned subsidiary of DDN? So 10 tree by DDN our go to market model is channel centric in the sense that still a vast majority of people who procure I t infrastructure prefer to use an integrator or reseller some sort of thing. As far as that goes, what you'll see from us, probably more than you did historically, is more work with some of the folks in the ecosystem. Let's say in the data protection space, we see a rubric as an example, and I think you can talk to some of that scene where historically 10 Tree hadn't really done. It's much collaboration there, but I think now, given the overall stability of the segment and people knowing exactly where value could be added, we have a really cool joint story and you're talking about because your team does that. >> Yeah, so I would certainly say, you know, in terms of go to market Side, we've been very much channel lead. Actually, it's been very interesting to go through this with the channel folks. It's a There's also a couple other pieces I mentioned you mentioned some of the cloud provider. Some of those certainly crossed lines between whether they're MSP is whether they are resellers, especially as we go to our friends across the pond. Maybe that's the VM it'll Barcelona discussion, but some of those were all three, right? So there are customer their service providers there. Ah ah, channel partner if you want terms of a resellers. So, um, it's been pretty interesting from that perspective. I think the thing is a lot of opportunity interview that Certainly, uh, I would say where we're at in terms of, we're trying to very much. Uh, we understand customers have ecosystems. I mean, Marco Mitchem, the backup spaces, right? Uh, customers. We're doing new and different things in there, and they want us to fit into those pieces. Ah, and I'd certainly say in the world that we're in, we're not tryingto go solve and boil the ocean in terms of all the problems ourselves we're trying to figure out are the things that we can bring to the table that make it easier for them to integrate with us And maybe in some new and novel, right, >> So question So what's the number one customer problem that when you guys hear you say, that's our wheelhouse, we're gonna crush the competition. >> I'll let you go first, >> So I'd say, you know, if they have a virtualized environment, I mean, we belong there. Vermin. Actually, somebody said this bed is the best Earlier again. Today in the booze is like, you know, the person who doesn't have entries, a person who doesn't know about 10 tree. If they have a virtual environment, you know, the, uh I would say that this week's been pretty interesting. Lots of customer meetings. So it's been pretty, pretty awesome, getting a lot of things back. But I would say the things that they're asking us to solve our not impossible things. They're looking for evolution's. They're looking for things in terms of better insights in their environment, maybe deeper insights. One of the things we're looking to do with the tremendous amount of data we've got coming back, Um, got almost a million machines coming back to us in terms of auto support data every single night. About 2.3 trillion data points for the last three years, eh? So we're looking to make that data that we've gotten into meaningful consumable information for them. That's actionable. So again, again, what can we see in a virtual environment, not just 10 tree things in terms of storage of those kinds of things, but maybe what patches they have installed that might be affecting a network driver, which might affect the certain configuration and being able to expose and and give them some actionable ways to go take care of those problems. >> All right, we gotta go marry. I'll give you. The last word >> stated simply if you are using virtual, is a Shinto abstract infrastructure. As a wayto accelerate your operations, I run the M where, if you have ah 100 virtual machine, 150 virtual machines, you could really benefit from maybe choosing a different way to do that. Do infrastructure. I can't say the competition doesn't work. Of course, the products work. We just want hope wanted hope that folks could see that doing it differently may produce a different outcome. And different outcomes could be good. >> All right, Mario Graham, Thanks very much for coming to the cubes. Great. Thank you so much. All right. Thank you for watching John Troy a day Volante. We'll be back with our next guest right after this short break. You're watching the cube?

>> Announcer: From Gillette Stadium in Foxborough, Massachusetts, it's theCube! Covering VTUG Winter Warmer 2018, presented by Silicon Angle. >> Hi I'm Stu Miniman and this is the VTUG Winter Warmer 2018. Happy to welcome to the program a regular here at the VTUG, but no longer a local, so Chris Colotti who's currently the Field CTO at Tintri, great to see you Chris. >> You too Stu, it's been a while. >> And love the attire. >> I know, I think every time I come and do a presentation, I have a Patriots jersey on of some kind. >> Absolutely, I mean there's a few things we know you for, so you love your virtualization, you love your Patriots, and there's usually some workout thing, so are we going to get some fitness tips (mumbles)? >> Not today, actually you don't want to know what I did the other day with a buddy of mine, so you'll see me hobbling around because it was not a good leg day (laughs). >> Okay, so we'll be getting, I always like to hear, I just had a user on of what they weren't like in the industry, so you'll give us the what not to do to make sure that you can keep your fitness goals. >> Yeah, don't hook up with a buddy who has a lot of sandbags in his truck that likes to work out with them. >> So Chris, for those of our audience that haven't been to the event, and give us just a little bit about your background, what you're doing these days. >> Yeah, so I mean VTUG's, man this has been around forever, I think. >> 12 years now. >> 12 years the Harneys have been doing this, and I've been, I think I've been a part of it for a better part of the last decade or so. One being a Patriot's fan, two being a virtualization person, and where I kind of grew my career from sort of being a Sys Admin to where I am now, I just think this is one of the better events because it's all technology, right? I mean we run into people that it's not just virtualization, you got AWS now, you got people of all walks of life that comes to this and honestly, I think you can't beat the venue, right? I mean especially, how many times have we been here where they cover the windows? If the windows are covered, it's a good year. That's what we say. >> As a matter fact, this is the fifth year we've had theCube, and every year the Patriots are still in the playoffs, working towards the Super Bowl, and they're one step away again. >> I think the worst year for me, was I actually had the center stage keynote one year, and they told me while I was presenting they were actually on the field practicing, and it was all I could to not just stop talking and say I'll be right back (laughs). >> As you said, better part of a decade you've been here, you were working for VMWare, when this was a VMUG, but you've been involved, tell us just what you're doing these days for work. >> Yeah, so I left VMWare and moved over to Tintri, which is I'll flash the word partner, I came over there, actually I came over as a cloud evangelist kind of person, and that shifted a little bit, and while that was around how to use our APIs and things like that for automation and private cloud, now there's actually three Field CTOs, I'm one of 'em, and I spend most of my time really talking to customers, doing events, doing roadmap presentations, where were going, what we're doing, I still spend my fair share on the road doing the shows and stuff, VMworld. >> You just threw in a bunch of things there, talk cloud, API, storage, what are you hearing from customers these days? What are they getting right? What are they struggling with, and what are they looking for? >> Yeah it's funny, so for a long time I was a cloud guy, right? I mean I did VCloud Air, I launched VCloud Air DR, and I think what I heard coming over to Tintri is good, folks are still struggling with that whole, "What do I put in the cloud? "What don't I put in the cloud? "Do I bring everything back?" We've got a lot of customers that have brought stuff back on premises, I think a lot of customers are just still struggling with that concept, I mean one of the first presentations I did, probably I think, here it was back in 2010, right around that timeframe, when VCloud Air, or VCloud Director was launched, Chris had me, Harney had me come down and do VCloud Director, and it was deer in the headlights, you know? It was so bleeding edge for VMWare at that point to have this cloud product and this automation stuff, and then fast forward to today, you know eight years later, I still think people are struggling with that. They're just not sure how to deal with it, right? And operationally, I think people come and really figure out it's not about cloud so much as automation, we've got to simplify the way we do things, we got to automate more. We've got to take day to day operations and do something different with 'em. >> Yeah, I mean a line we've used often is cloud is not a destination, it's an operations model. >> Yeah, for sure. Unfortunately I think there's a lot of people that still think it's a destination, the old To the Cloud ads, remember those? >> Microsoft, absolutely, there's lots of jokes on that. Yeah, you gave an interesting keynote this morning, I actually had one of the users that came on our program earlier, and she was like, "I really enjoyed that." So Luigi Danakos, a friend of ours and you, tell me a little more about IT in careers, because we know the only thing that is consistent is that things are going to change, so give our audience a little bit of taste of what you talked about. >> So yeah, it was actually interesting, so we came up with the idea because I've come to these and done technical presentations all the time, but inevitably I always get somebody, or a couple people come up to you and say, "How did you get where you are? "How did you evolve?" And people who know my story, what's interesting about mine is I went to school for architectural engineering, I actually have a degree in architectural engineering, drawing blueprints and designing houses, and they always look at me and say, "How did you "get to here? "You were a System Admin, and I'm a Sys Admin, "and how do I grow my career?" So Luigi and figured why don't we sort of take a little bit of that history 'cause now we're kind of, I hate to say we're the old guys on the porch these days, but back in the day, we were younger, we were faster, as you go forward, how do you stay relevant? And that's what we wanted to kind of talk about, so we talk a concept from an author by the name of John C Maxwell and we kind of took one of his books and we kind of cobbled it down to five different aspects and we just talked about what to think about, how to move, not just always knowing the technology, where do you want to go? What do you want to do? And how to get there, not just to sit and say, "Well it's never going to happen for me." You have to make something out of it yourself, and I think the response was pretty good, it was different, it was the first one in the morning, but it wasn't getting hit at 9:00 a.m. with technicals, it was really just us telling our stories around how we got to where we were going, and one of the big parts about Luigi was having just been let go from HP and now he's done some interviews and I thought it was really great 'cause he came right out and said, "Y'know what? "I'm going to just do my own thing. "I've just decided there's never a good time "to start your own company, so why not do it now?" And that was after he went through four or five interviews, so hopefully it resonated with some people. For me, it's always gotten harder to learn. I think as we get older, I made the joke in the session, I lost my phone first thing this morning. Literally, couldn't remember where I put it, dropped it, I called my best friend, Chris Boyd, who's one of the other CTOs and I said have you seen it? Because I'm going to send the, I was going to have him run around the west side with the buzzer going off, the Find my iPhone to go find this, I can't remember what I did yesterday, so learning gets harder. >> Yeah, well learning's harder, the bar's not that high to kind of get into new stuff. When I walk around the show, two things struck me. Number one is the vendors, every single one of them are hiring SEs, and they can't find enough good quality people, and it's more about the people, then it is, you can train them up. And secondly, some of these new spaces, talk about like the cloud space, if you get your Associate's on like AWS? Like people will call you immediately, and there's so much opportunity out there, we both had lots of friends. There's changes in consolidations in the industry, and therefore there's people that hey, it's time for a change, so-- >> Well I never thought I would work for a storage company. Well I worked for VMWare which was acquired EMC years ago, but we still never, as VMWare employees, we didn't work for a storage company. >> VMWare's a software company. >> We were a software company, and I still actually look at Tintri as a software company, yes we sell an appliance, but the crux of what Tintri does really is the software of the OS itself and that's what makes it different. So yeah, and I mean I've had to learn more about storage then I knew before, and I was telling a guy at the show, one of the things that Luigi and I talk to people, always said just learn something new every day, just as small and as silly as it was, and we've told different stories, and a guy asked me, "So what's the last thing "you learned, technology-wise, outside of storage?" I said I actually learned containers because of my home media server environment. I had to go out and learn Docker because I wanted to run some stuff and I didn't want to stand it up, I just wanted to figure out how containers work, so now Tim Gabett and I, we're on the phone back and forth, alright how'd you get that container run? And what'd you do for the storage, and how'd you deal with this? But that to me is what keeps your brain a little bit sharp, I mean I don't do puzzles and things like that, but those stupid side projects we all do because we're technologists I think help. >> Yeah, and you never know when those side projects and passions could turn into an opportunity from careers standpoint? >> Yeah, yeah, yeah. >> Alright Chris, you've been coming to this event quite a long time, as we said, give us the what's changed and what's stayed the same from your standpoint? >> Aw man, that's a tough one because I think a lot of stuff has essentially stayed the same in the realm of networking and storage, I think there's always a new player, but I look back at the last, I'll probably get myself in trouble here, but what was the last big innovative thing in the IT space when I was a System Admin, and I go back to those easy things, like I remember when I did my first VMotion, and it was like how does that work? And I used to have conversations, and I do that today with engineers, and I say what are we innovating? What are we doing to change the game? And to me, and again this is all my personal opinion, I suppose I'll preface it with that because for most people that know me know I have a pretty strong opinion on stuff, but I think that's the tough part is how do we move forward? How do we evolve to the next, really big, innovative thing that just blows people's minds? And I think AWS definitely did that a little bit when it really started to go mainstream and people realized it was a real thing, it wasn't a book store anymore, they had this other stuff, and we go through these cycles, right? But I think in the standard IT space, I'm still trying to figure out outside of those, what's the next really cool thing that we're going to see from the different vendors? And who's innovating and who's just sort of maintaining? >> Yeah, absolutely, well I can tell you that people here are excited, there's a lot to learn about keynotes this morning, I mean everything from what's happening in the automation space, developers, not a ton of developers at a show like this, but definitely lots of opportunity there, you talked the AWS presentation, he's like, "I'm live-coding and showing you Lambda stuff." Most of the people here aren't quite ready for some serverless world-- >> That was like me doing VCloud Director presentations (laughs). >> And things like that, I remember three years ago, it was like the AWS 101, everybody was like, "Oh my gosh, "this cloud thing sounds really amazing." So it takes some time, we've heard about it. I remember back when I heard about VMotion when it was in development, and still one of those things where you look back at your career and like wow, that was an amazing, it was that magic technology. >> It was almost those conversation, where were you when you did your first VMotion, right (laughs)? >> As a matter of fact, Duncan actually did a blog post about that, "Where you heard about it?" And I pulled in (mumbles) into the thread because I was lucky enough to go to a conference and moderate a session where he explained down to Kernel Zero how it worked, and it was interesting-- >> How he actually did what he did. >> You know what they say, "Any technology that is significantly difficult "to explain might as well be magic." So you're right, interesting stuff to see where innovation's going in the industry, I think most people I know are pretty excited, there's so much going on there, there's no shortage of new things to learn, we just need to reach out and take those opportunities, and I love your advice to keep learning something every day. >> As small as it is, I told these guys this morning that one of my biggest learning experiences was when we moved, I had to learn how to drive a motor home, a house, and deal with stuff that I've never done, right? But it's all learning. I challenged them today to just whether you're going to the sessions or you're just walking around where the vendors are, just understand what those people do and take that away and internalize it and see how you can use it. >> Well Chris, I'm glad to see you're still a true blue Patriots fan there-- >> The tattoo is still real (laughs). >> You haven't picked up the Southern drawl just yet. >> No it's funny, my wife said I pick it up a little bit when I'm around our neighbors, and then when I come back up here, I can really turn on the Boston accent if I tried but (laughs). >> Well, you all come back for lots more coverage here from VTUG Winter Warmer 2018. I'm Stu Miniman, this is theCube. (exciting electronic music)

(upbeat techno music) >> Live from Las Vegas, it's theCUBE covering VMworld2018 brought to by VMware and it's ecosystem partners. >> Welcome back to theCUBE, I am Lisa Martin with Dave Vellante, John Furrier, Stu Miniman at the end of day two of our continuing coverage, guys, of VMworld 2018, huge event, 25+ thousand people here, 100,000+ expected to be engaging with the on demand and the live experiences. Our biggest show, right? 94 interviews over the next three days, two of them down. Let's go, John, to you, some of the takeaways from today from the guests we've had on both sets, what are some of the things that stick out in your mind? Really interesting? >> Well we had Michael Dell on so that's always a great interview, he comes on every year and he's very candid and this year he added a little bit more color commentary. That was great, it was one of my highlights. I thought the keynote that Sanjay Poonen did, he had an amazing guest, Nobel Peace Prize winner, the youngest ever and her story was so inspirational and I think that sets a tone for VMware putting a cultural stake in the ground around tech for good. We've done a lot of AI for good with Intel and there's always been these initiatives but I think there's now a cultural validation that people generally want to work for and buy from companies that are mission driven and mission driven is now part of it and people can be judged on that front so it's good to see VMware get some leadership there and put the stake in the ground. I thought that was the big news today, at least from my standpoint. The rest were like point product announcements. Sanjay Poonen went into great detail on that. Pat Gelsinger also came on, another great highlight and again we didn't have a lot of time, he was running a bit late, he had a tight schedule but it shows how smart he is, he's really super technical and he actually understands at a root level what's going on so he's actually a great CEO right now, the financial performance is there and he's also very technical, and I think it encapsulates all of it that Dell Technologies, under Michael Dell, he's making so much more money, he's going to be richer and richer. (laughing) He took an entrepreneurial bet, it wasn't hurting at the time but Dell was kind of boring, Dave. I wouldn't call it like an innovative company at the time when they were public using the 90 day shot clock. They had some things going on but they were a hardware company, a supplier to IT footprints-- >> Whoa, whoa, they were 60 billion dollars in revenue and a 20 billion dollar market gap, so something was broken. >> Well I mean it was working numbers wise but he seemed-- >> No that's opposite, a 20 billion dollar value on a 60 billion of revenue, is you're sort of a failure, so anyway, at the time. >> Market conditions aside, right, at the time, he seemed like he wanted to do something entrepreneurial and the takeaway from my interview with him, our interview with him, was he took an entrepreneurial bet put his own cash on the table and it's paying off, that horse is coming in. He's going to make more money on this transaction and takes EMC out of the game, folds it into the operations, it really is going to be, I think, a financial success story if market conditions continue to be the way they are. Michael Dell will go down as a great financial maneuver and he'll be in the top epsilon of deals. >> The story people might forget is that Carl Icahn tried to take the company away from him. Michael Dell beat the great Carl Icahn, which doesn't happen often. Why did Carl Icahn want to take Dell private? Because he knew he could make a boatload of money off of it and Michael Dell said, "No way you're taking my company. "I'm going to do my thing and change the industry." >> He's going to have 90% voting control with Silver Lake Partners when the deal is all said and done and taking a company private and the executing the financial engineering plus execution is really hard to do, look at Elon Musk in the news today. He's trying to take Tesla private, he got his butt handed to him. Now he's saying, "No, we're going to stay public." (laughing) >> Wait, guys, are you saying Michael, after he gets all this money from VMware that it will help them go public, he's not going to sell off VMware or get rid of that, right? >> Well that's a joke that he would sell VMware, I mean-- >> Unless the cash is going to be good? >> No, he won't do it. >> I don't think it'll happen. I mean, maybe some day he sells some of the portion of it but you're not going to give up control of it, why would he? It's throwing off so much cash. He's got Silver Lake as a private equity company, they understand this inside and out. I mean this transaction goes down in history as one of the greatest trades ever. >> Yeah. >> Let me ask you guys a question, because I think is one we brought up in the interview because at that time, the pundits, we were actually right on this deal. We were very bullish on it, and we actually analyzed it. You guys did a good job at Wikibon and we on theCUBE pretty much laid out what happened. He executed it, we put the risks out there, but at the time people were saying, "This is a bad deal, EMC." The current state of IT at that time looked like it was dismal but the market forces that changed were cloud, and so what were those sideways impact points that no one understood, that really helped him lift this up? What's your thoughts, Dave, on that? >> First of all the desktop business did way better than anybody thought it would, which is amazing and actually EMC did pretty poorly for a while and so that was kind of a head fake. And then as we knew, VMware crushed it and crushed it even more than anybody expected so that threw off so much cash they were able to deliver, they did Pivotal, they did a Pivotal IPO, sold some software assets. I mean basically Michael Dell and his team did everything they said they said they were going to do and it's worked out, as he said today, even better than they possibly thought. >> Well and the commentary I'd give here is when the acquisition of EMC by Dell happened, the big turn we had is the impact of cloud and we said, "Well, okay they've got VMware over there "and they've got Pivotal but Dell's "just going to be a boring infrastructure company "with server, network and storage." The message that we heard at Dell World and maturing even more here is that this portfolio of families. Yes, VMware's a big piece of it, NSX and the networking, but Pivotal with PKS, all of those tie in to what's Dell's selling. Every time they're selling VxRail, you know that has a big VMware piece. They do the networking piece that extends across multi clouds, so Dell has a much better multi cloud story than I expected them to have when they bought EMC. >> But now, VMware hides a lot of warts. >> Yeah. >> Right? >> Absolutely. >> Let's be honest about that. >> What are they? >> Okay. I still think the client business is exposed. I mean as great as it is, you got to gain share in that business if you want to keep winning, number one. Number two is, the big question I have is can the core of Dell EMC continue to innovate or will it just make incremental improvements, have to do acquisitions to do innovation, inorganic acquisitions, and end up with more stovepipes? That's always been, Stu used to work there, that was always EMC's biggest challenge. Jeff Clark came in and said, "Okay, we're going to rationalize the portfolio." That has backlash as customer's say, "Well wait a minute, does that mean "you're not going to support my products?" No, no, we're going to support your products. So they've got to continue to innovate. As I say, VMware, because of how much cash it throws off, it's 50% of the company's profits, hides a lot of those exposures. >> And if VMware takes a turn, if market conditions change, the debt looming is exposed so again, the game's not over for Dell. He can see the finish line, but. (laughing) >> Buy low, sell high, guess who's selling right now? >> So a lot of financial impact, continued innovation but at the end of the day, guys, this is all about impacting customer's businesses. Not just from we've got to enable them to be successful in this multi cloud era, that's the norm today. They need to facilitate successful digital transformations, business outcomes, but they also have VMware, Dell EMC, Dell Technologies, great power to help customer's transform their cultures. I'd love to get perspective from you guys because I love the voice to the customer, what are some of your favorite Dell EMC, VMware, partner, customer stories that you've heard the last couple days that really articulate the value of this financial successful company that they're achieving? >> Well the first thing I'll say before we get to the customer stories is on your point about what VMware's doing, is they're a technology, Robin Matlock, the CMO was on theCUBE talking about they're a technology company, they have the hands on labs, they're a very geeky audience, which we love. But they have to get leadership on the product side, they got to maintain the R and D, they got to have best in class technical products that actually are relevant. You look at companies like Tintri that went bankrupt, great technology, cul-de-sac market. There's no market there, the world's going cloud. So to me VMware has to start pumping out really strong products and technologies that the customer's are going to buy, right? (laughing) >> In conjunction with the customer to help co-develop what the customer's need. >> So I was talking to a customer and he said, "Look, I'm 10 years behind where the cloud guys are "with Amazon so all I want is VMware "to make my life easier, continue to cut my costs. "I like the way I'm operating, "I just get constant pressure to cut cost, "so if they keep doing that, I'm going to stay with them "for a long, long time." Pete Townsend said it best, companies like VMware, Dell EMC, they move at the speed of the CIO and as long as they can move at the speed of the CIO, I've said this a million times, the rich get richer and it's why competent management that led by founders like Larry Ellison, like Michael Dell, continue to do well in this industry. >> And Andy Jassy technically, I would say, a found of AWS because he started it. >> Absolutely. >> A key, the other thing I would also say from a customer, we hear a lot of customer, I won't name names because a lot of our data's in hallway conversations and at night when we go out and get the real stories. On theCUBE it's mostly, oh we've been very successful at VM, we use virtualization, blah, blah, blah and it's an IT story, but the customers in the hallways that are off the record are saying essentially this, I'm paraphrasing, look it, we have an operation to run. I love this cloud stuff and I'd love to just blink my fingers and be in the cloud and just get rid of all this and operate at a level of cloud native, I just can't. I can't get there. They see Amazon's relationship with VMware as a bridge to the future and takes away a lot of cognitive dissonance around the feelings around VMware's lack of cloud, if you will. In this case, now that's satisfied with the AWS deal and they're focused on operations on premises and how to get their app more closed, like modernize so a lot of the blocking and tackling of the customer is I got virtualization and that's great but I don't want to miss out on the next lever of innovation. Okay, I'm looking at it going slow but no one's instantly migrating to the cloud. >> No way, no way. >> They're either born in the cloud or you're on migration schedules now, really evaluating the financial impact, economic impact, headcount impact of cloud. That's the reality of the cloud. >> You got to throw a flag on some of that messaging of how easy it is to migrate. I mean it's just not that easy. I've talked to customers that said, "Well we started it and we just kind of gave up. "There was no point in it. "The new stuff we're going to do in the cloud, "but we're not going to migrate all of our apps to the cloud, "it just makes no sense, there's no business case for it." >> This is where NSX and containers and Kubernetes bet is big, I think, I think if NSX can connect the clouds with some sort of interoperable layer for whatever workloads are going to move on either Amazon or the clouds, that's good. If they want to get the developers off virtualization, into a new drug, if you will, it's going to be services, micro services, Kubernetes because you can throw containers around those old workloads, modernize with the new stuff without killing the old and Stu and I heard this clear at the CNCF and the Lennox Foundation, that this has changed the mindset because you don't have to kill the old to bring in the new. You can bring in the new, containerize the old and manage on your speed of the CIO. >> And that's Amazon's bet isn't it? I mean, look, even Sanjay even said, if you go back five, six years, the original reinvent that was sweep the floor, bring it all into the cloud? I think that's in Amazon's DNA. I mean ultimately that's their vision. That's what they want to have happen and the way they get there is how you just described it, John. >> That's where this partnership between Amazon and VMware is so important because, right, Amazon has a lot of the developers but needs to be able to get deeper into the enterprise and VMware, starting to make some progress with the developers, they've got a code initiative, they've got all of these cool projects that they announced with everything from server less and Kubernetes and many others, Edge going to be a key use case there but you know, VMware is not, this is not the developer show. Most of the conversations that I had with customers, we're talking IT things, I mean customers doing some cool things but it's about simplifying in my environment, it's about helping operations. Most of the conversations are not about this cool new micro services building these things out. >> Cisco really is the only legacy, traditional enterprise company that's crushing developers. You give IBM some chops, too, but I wouldn't say they're crushing it. We saw that at Cisco Live, Cisco is doing a phenomenal job with developers. >> Well the thing about the cloud, one thing I've been pointing out, observation that I have is if you look at the future of the cloud and you can look for metaphors and/or real examples, I think Amazon Web Services, obviously we know them well but Google Cloud to me is a picture of the future. Not in the sense of what they have for the customer's today it's the way they've run their business from day one. They have developers and they have SREs, Site Reliability Engineers. This VMworld community is going down two paths. Developers are going to be rapidly iterating on real apps and operators who are going to be running systems. That's network storage, all integrated. That's like an SRE at Google. Google's running massive scale and they perfected it, hence Kubernetes, hence some of the tools coming in to services like Istio and things that we're seeing in the Lennox Foundation. To me that's the future model, it's an operator and set of developers. Whoever can make that easy, completely seamless, is the winner of it all. >> And the linchpin, a linchpin, maybe not the linchpin, but a linchpin is still the database, right? We've seen that with Oracle. Why is Amazon going so hard after the database? I mean it's blatantly obvious what their strategy is. >> Database is the hill that everyone is trying to take down. Capture the hill, you get the high ground with the database. >> Come on Dave, when you used to do the financial models of how much money is spent by the enterprise, that database was a big chunk. We've seen the erosion of lots of licensing out there. When I talked to Microsoft, they're like, pushing a lot of open source, they're going to cloud. Microsoft licensing isn't as much. VMware licensing is something that customers would like to shrink over time but database is even bigger. >> It's a strategic fulcrum, obviously Oracle has it. Microsoft clearly has it with Sequel Server. IBM, a big part of IBM's success to this day, is DB2 running on mainframe. (laughing) So Amazon wants a piece of that action, they understand to be a major player in this business you have to have database infrastructure. >> I mean costs are going down, it's going to come down to economics. End of the day the operating models as I said, some things about DB2 on mainframe, the bottom line's going to come down to when the cost numbers to run at the value and cost expense involved in running the tech that's going to be the ultimate way that things are either going to be cleared out or replaced or expanded so the bottom line is it's going to be a cost equation at that level and then the upside's going to be revenue. >> And just a great thing for VMware, since they don't own the application, when they do things like RDS in their environment they are freeing up dollars that customers are then going to be more likely to want to spend with VMware. >> Great point. I want to make real quick, three things we've been watching this week. Is the Amazon VMware deal a one way trip to the cloud? I think it's clear not in the near term, anyway. And the second is what about the edge? The edge to me is all about data, it's like the wild, wild west. It's very unclear that there's a winner there but there's a new type of cloud emerging. And three is the Dell structure. We asked Pat, we asked VMware Ray O'Farrell, we asked Michael, if that 11 billion dollar special dividend was going to impact VMware's ability to fund it's future? Consistent answer there, no. You know, we'll see, we'll see. >> I mean what are they going to say? Yeah, that really limits my ability to buy companies, on theCUBE? No, that's the messaging so of course, 11 billion dollars gone means they can't do MNA with the cash, that means, yeah it's going to be R and D, what does that mean? Investment, so I think the answer is yes it does limit them a little bit. >> Has to. >> It's cash going out the door. >> But VMware just spent, it is rumored, around 500 million dollars for CloudHealth Technologies, Dave, Boston based company, with about 200 people You know, hey, have a billion-- >> They're going to put back a dividend anyway and do stock buybacks but I'm not sure 11 out of the 13 billion is what they would choose to do that for, so going forward, we'll see how it all plays out, obviously. I think, Floyer wrote about this, more has to go toward VMware, less toward-- >> I think it's the other way around. >> Well I think it's really good that we have one more day tomorrow. >> I think it's a one way trip to the cloud in a lot of instances, I think a lot of VMware customers are going to go off virtualization, not hypervisor and end up being in the cloud most of the business. It's going to be interesting, I think the size of customers that Amazon has now, versus VMware is what? Does VMware have more customers than Amazon right now? >> It's pretty close, right? VMware's 500,000? >> 500,000 for VMware. >> And Amazon's-- >> Over a million. >> Are they over a million, really? >> Yeah. >> A lot of smaller customers, but still. >> Yeah. >> Customer's a customer. >> But VMware might have bigger customers, see that's-- >> No question the ASP is higher, but-- >> It's not conflict, I'm just thinking like cloud is natural, right? Why wouldn't you want to use the cloud, right? I mean. >> So guys-- >> So the debate continues. >> Exactly. Good news is we have more time tomorrow to talk more about all this innovation as well as see more real world examples of how VMware is going to be enabling tech for good. Guys, thanks so much for your commentary and letting me be a part of the wrap. >> Thank you. >> Thanks, Lisa. >> Looking forward to day three tomorrow. For Dave, Stu and John, I'm Lisa Martin. You've been watching our coverage of day two VMworld 2018. We look forward to you joining us tomorrow, for day three. (upbeat techno music)

hi buddy we're back this is Dave vellante Wikibon org with Stu miniman my co-host in this segment Chad saket just here a long time cube guest good friend of the cube Chad great to see you Dave it's my pleasure as always man Stu it's good to see you my friend you know it's unbelievable right we shot and I've been talking all week we started the cube 2010 at the MC world we did SI p sapphire the week right after and then the big show for us that year was was vmworld 2010 it's the best show in town it really is it's you know we said at that greatest show on earth we're betting the house on on VMware you know as a as a topic because it is the IT economy yeah obviously spent a lot of time and as you know effort and appreciate you know the shout out that you gave us the other day on the research that we just did I appreciate the shout out that you your results found well you know it's it's all legit you know as you know we do our homework but David's do put a lot of time to that Nick Allen as well so we're really proud of that that work and at the same time things are evolving yeah I guess they want to go back to it must have been 2009 maybe we sat in a room and you chuck talked the future storage networking the up security obviously compute yep management and the whole deal and we spent a good four hours in that room yep you know I was spent after that but I was just getting started I know you would just get that much everything you laid on us that day is coming true yeah really it's really true I mean you said storage is going to be invisible eventually going to get to the network I mean you know the security pieces and on and on and on so so you know I think that that's definitely the story of this year's vmworld right the idea of what VMware is done by abstracting the control plane of networking with NSX you know prior to that integration to Sierra having talked with a lot of them to see our customers they're super happy with it but prior to that it only worked with open V switch which meant it was you know reserved for the customers who are going all-in with kvm and with Zen now in vsphere 55 it supports the distributive V switch in vsphere which means that idea of network virtualization can be applied to a large swath of customers and likewise vmware is doing the same thing for the control plane of storage which you know Stu that was starting even when you were intimately involved at it when you were at emc absolutely around control abstraction using Vasa and and the early ideas of V vols and the other thing that's going on is they're disrupting the data services plane by becoming a storage vendor with their own storage stack with v Sam yeah and we're going to talk about that yeah for sure in a second I got some time on gots do so that's it that's just your wheel so on the storage piece you know unpack for us a little bit Chad you know we talked about storage becoming invisible and we'll talk about in the network space you know what is the value of the storage array of the storage stack itself and how does that play with VMware especially as we look down to everybody's showing bball so look the name of the game is hyper automation in the end it's not storage it's not networking it's not even compute right and we talked about in the past that the design and the dream of the software-defined data center we use different words for it back you know four years ago but the vision of joe and and all of the parts of the federation of emc vmware and now the third one pivotal is to try and say how do we make all the infrastructure in essence invisible pivot even takes it further by just saying hey we'll just use paths and and get rid of even all the measures are going service for years ago right I remember it well they so really do that yes so so that the reason for it is is that it sucks when you try to provision something a workload whatever the workload maybe and the tail the long tail in the process is touching the physical infrastructure of storage networking and compute virtualization historically has tackled and I would call that problem for compute in essence solved can there be improvements for compute sure bigger faster stronger right in storage land inevitably you know we move from the stage of you talk to the storage person they provision something to you to the storage person provisions a pool of something and then you can automate that and deuce from vsphere and use it through plugins and automation ultimately though you would not even want to have that step you'd want to have the storage advertise its capabilities and then when the vm gets created it says I want out of that catalog of services this stuff and that's what Vasa and whole storage policy based management stuff from vSphere 50 51 and now 55 we're all about in networking land you don't want to have to configure VLANs you don't want to have to configure firewalls you want it to be all able to be done programmatically an only way to do that is if you can like we're just talked about with storage and with compute abstract out the network topology yeah I mean I really look at it what we've always said is we need to get rid of that undifferentiated heavy lifting so that the question I have there's there's a lot of startups in this space that have built their products for this new generation builds is a vm aware if you will or just just simple simple and the critique on emc is that this is legacy equipment and well it might be integrated and you're updating it you know this was still legacy architectures you know how does that fit into the new world so you know when you are the leader everybody will throw stones at you and occasionally even as the leader sometimes we throw stones at others and I don't like that right but I think you might be talking about our friends at perhaps tintri as an example well that they are one that they are built for virtual environments absolutely and if you take a look at it what everyone who is in this space new players emerging players we're trying to today hack at that problem tintri to write because there's no constructs at the vSphere layer for vm awareness what they do in their Nasdaq we do in our Nasdaq is to say AHA file is an object a file can be snapped a file can be replicated and if we hyper couple it into vSphere using plugins and extensions we can then manage and operate on those files right now again I'm not saying that our implement eight it's up to the customers to decide about whether emcs is better or ten trees is better and ultimately the customers choose right but basically we're all kind of trying to hack at that because right now Vasa which is the official policy communication vehicle only operates on data stores data store unit of granularity right V vols has always been the target of how we would all as an industry do that right so i would i would argue that what we showed today about you know recoverpoint and the splitter driver and being able to do tivo like functionality for a vm or replicate for a vm i would argue we more than hold our own with the competition but the right answer ultimately is actually to keep going down the path of V vols in the evolution of vaasa so that you know it can be done correctly and not fake vm awareness but actually have fundamental vm awareness I so since we started on storage I got to chime in here so a couple things so I asked Pat this this morning and his response was essentially hey it's all good these guys are on board but I'm skeptical so about what here's the here's the about what so as I said sort of off-camera Microsoft and Oracle I've already been grabbing storage function and their narrow little parts of the world but you p.m. seen a nap everybody else you've seen NEP but particularly Mabel to find ways to add value I compete very effectively there iam VMware's this horizontal player mm-hm and doing something like v san yep you know its nose software-defined this is you know the future I said to Pat well don't guys like EMC and netapp and shirts certainly HP and itachi and IBM etc don't they want to do their own software-defined he goes yes but they're sort of bought bought into this and what do you think about that as a salt as emc I think I think I don't know whether it's right to say it on camera or not I think that basically as NSX was announced and v san has been announced and everybody in the industry is known that these things are coming you know you could hear audibly people's uh what this what the you know you know you're kind of a cisco right of these in I mean so V sans idea of saying hey I'm going to glom the storage that's in the server the dads the flash the pcie-based flash and use it as a distributed storage layer is a good idea it's an idea that is real and innovation is non containable as as Pat would say you know he's a super fan of andy grove right you know is his mentor Andy Grove had a famous quote that basically said innovation can't be stopped if the incumbents don't do it new startups will arrive that will do it yeah no that's that's fair right Sam Palmisano as well said you're going to get commoditized no matter what so so but the key thing is that it will take some time for V Santa mature the 10 target was correctly positioned in the in the keynotes as use it for non-persistent VDI use it for tests and Dev customers are slowly starting to grok the idea of hey wait a second this thing by definition has to create multiple copies of the data on multiple servers so it's space efficiency is not as good right but I think what's going to occur is your people are going to start to use it and they're gonna dig it yeah they're going to want more and they're going to want more which is great right now from our standpoint EMC sales reps may not like it but EMC likes it because you know what there are portions in the market where we have had great success taking lots of share continue to outgrow the competition but there's other places where we frankly fail to serve properly and if those customers choose v san kumbaya customer happy shareholder happy it's all good right v san will expand though right and in fact as a company we embrace the idea of a software-only data service and this is a data plane thing not a control plane thing that's why we acquired scale io recently right because we're looking a look v san will be the answer for customers who love vmware and our 100% vmware and i talked to a big one today who are like yep that's us likewise i talked to a huge one that were like nope we need an answer that's like v san but works with kvm Zen and hyper-v and vsphere some people like their stacks to lock in at one point and their trade that off and your surveys showed that yeah yeah others about half a woman to live with that right and get function they get function and simplicity right and V San will be phenomenal at that as people are seeing now right i've been using the beta for a long time so I know what but the reality of it is that it's going to be a broad kind of ecosystem of traditional storage stacks embedded into hypervisor storage stacks ones that are packaged as bring your own server akv San and scale IO type things ones that are packaged as will give you the server to new tannic simplicity we live in a beautiful chaotic works hope so boyer in this piece the piece that he had stew did took a little shot at the cartel and you didn't like that you thought you shot back so no that is absolutely not not how we roll it's not how are you roll so so how do you roll hotel eat what you kill Isaac cuts hit it you know so listen to be very blunt I'd be lying if I didn't said that there weren't moments whereas EMC we don't get frustrated that hey you know VMware you you should always work with us right again it happens more in the in the field rather than from a you know our headquarters standpoint right there's times where VMware gets really grumpy when EMC is supporting hyper V or OpenStack and a customer right there's times where vmware is really angry that pivotal runs on AWS and like the announcement earlier this week was hey it works great on vsphere like so think about how weird that is it's been like running on AWS for a while now it runs on vsphere and I bchs right Joe is I think Joe Tucci i think i have an insane amount of respect for that guy he was wise enough to go i need to resist the temptation to simplify for our own internal purposes and create lock-in from the past stack through the app stack through that you know vmware stack through the emc sec and instead say you must all fight for the customer independently and EMC you have to pursue it assuming that VMware isn't a constant VMware you must pursue it as if EMC is certainly not a constant pivotal you should pursue it as if neither one of them is a constant now the one thing that I would highlight to everybody who's watching is don't understand miss understand what I'm saying at the same time whenever one of them is not the best choice for the other jogos hey hey what's up guys it's got this yeah who's got this ball so when V CHS was being stood up and they were looking at alternate storage choices Pat didn't say you have to use EMC but he knocked and said guys we're looking at different storage choices you better come in here and if you don't win on your own merits we'll go with someone else you know I think thankfully they did right and we made that argument you're saying if part of Pat's 50 billion dollar cam comes out of AMC's hog well that's the MCS problem they got to figure out how to shore it up yeah we have to figure out how to compete Chad wonder if you know you own the global se forth you know for emc in this ever complicated world it was you know it wasn't easy when you created the V specialist force but it was focused on VMware and they got a lot of weight behind that there were product managers marketing people all with vmware yep titles inside emc in this world of OpenStack and you know hyper-v and kvm how do you deal with that in the field so so that's a great question man so the first observation just while there is diversity right your survey reflects what I tend to find at my customers right which is overwhelmingly VMware within the enterprise use of some k VMS and OpenStack you know where they would have used vSphere or or the vcloud suite a little bit of dabbling in the enterprise some enterprise customers more than others the cloud service cloud service providers far more right when we were doing the V specialist thing it was an effort to rapidly ramp things up and so we built small focused team small focused product managers what's now happened over the last four years is you know if you think back man like EMC was like a no-show at vmworld 2006 right we our company got the memo focused in we won the best storage choice for VMware deepest integration blah blah blah the what's HAP makes me very happy now is that's now embedded into the product teams it no longer requires a someone watching it just happens organically gooood from a field standpoint the V specialist role many of those V specialists are now leaders of the SE orgs and all sorts of functions so it's no longer somebody thing it's now on everybody thing right but the V specialist mission which used to be makes sure that emc is the best choice for VMware has broadened out to really be best choice for the vcloud suite and VMware stack and also OpenStack to understand and reflect the fact that it's a it's a dynamic open world so so we brought to get in the hook and made me talk about networking so we're just going to ignore the hook for now and talk about networking so NSX yes awesome we saw Martines yeah a little demo up there but it's not going to be that simple why is networking so so hard and you now remember 2009 yeah showed us the roadmap yep now we're here where's it's so first things first what he demoed it is actually that simple if you can constrain a whole bunch of parameters right so if you can constrain yourself to every endpoint is a distributed virtual switch or an open V switch like that thermodynamics problem you can so know what I'm talking about so so if some assumptions its simplify rate they write it if you can if you can constrain it and say everything is connected to a distributive e switch from VMware or an open V switch from kvm and Zen and you assume that the net physical network layer is a bottomless pit of bandwidth and latency in other words you know that there will never be a contention you know at the core networking layer it actually is really that easy right now that may sound like Chad those two constraints are stupid they're not actually that stupid right within the core data center bandwidth is very easy to apply it's much easier to say I'll deploy 10 gige and then go to 40 gig e than it is to hyper design the data center with qos and manage the you know customers have demonstrated time and time again that they'll just go from one gig to 10 gig to 48 to 100 gig rather than trying to hyper engineer the whole thing inside the data center in the wam different story right right also I mean it is a true statement to say in a service provider and in most enterprises eighty ninety percent of their workloads do finish on a thing that is attached to a distributive virtual switch or a physical switch right now where it's going to get funky is that obviously I think NSX is perhaps out there in front in terms of SDN land but they're not alone you know there were lots of partners and we know that cisco has got some cool stuff that they talked about at Cisco live and that our are coming right and you can't you know this goes an amazing company and they have many beloved customers and CC IES and CCNA s around the globe that you know are going to be very interested to see what since you been see I mean interesting play and you can read all about it online and people speculation sure yeah it's going to it's going to be cool though I mean I think one thing that is fun to remember is like innovation is non-stop about it'sit's disruptions or can't be stopped they're going to happen no matter where and in the end it's fundamentally all good for the customer whether it's real CVM where NSX whatever what I love and I said this the pet and I said this did Paul Moretz when I first heard his you know vision I said you guys vmware is ambitious you know if nothing else its ambitious and it's executed on that ambition so it's toss them to watch oh and you know stay tuned for next week September the fourth speed to lead there's some exciting stuff coming from EMC we generally have learned over the years that it's not a good idea to do mega launches and big things during this week because like you said this is this is vmware show and it's the greatest show on earth right yeah okay so we'll stay tuned for that will be watching hi Chad thanks very much for coming on the cubase oh it's my pleasure guys thank you so much I keep right there buddy we're right back after this quick word